HVAC System Installation and Inspection Support Checklists

These checklists are not intended to be a substitute for the manufacturer’s installation instructions, engineering design documents or the locally adopted codes. Rather, these checklists are to be used as educational tools and to assist installers and inspectors in navigating the detailed information found in those official documents. All code interpretations and installations are subject to approval by the Building Code Official or Authority Having Jurisdiction (AHJ) responsible for determining compliance with the applicable codes.

Both checklists are based on product features, markings and instructions that are specified by UL 60335-2-40, the Standard for Household and Similar Electrical Appliances – Safety – Part 2-40: Particular Requirements for Electrical Heat Pumps, Air-Conditioners and Dehumidifiers (4th Edition), as well as the relevant model codes.

The first checklist covers installations per the International Residential Code (IRC-2024). The IRC primarily relies on the product certification in accordance with UL 60335-2-40 along with the manufacturer’s installation instructions.

The second checklist addresses installations per the International Mechanical Code (IMC-2024) or Uniform Mechanical Code (UMC-2024), both of which require certification in accordance with UL 60335-2-40 as well as installation per ASHRAE 15-2022 Safety Standard for Refrigeration Systems.

This checklist addresses typical applications and does not address scenarios such as machinery rooms, data centers or refrigeration.

For more information related to these products or their certifications, please contact:

Chris Mobley, UL Solutions lead regulatory engineer, Chris.Mobley@UL.com