Get the Editable ITP Template for the Inspection and Test Plan for the Installation of HVAC Systems in Buildings with Inspection Checklists to use them at construction sites.

Our HVAC ITPs will help you:

• Verifying compliance with project specifications and ISO 9001 quality standards
• Documenting tests on AHUs, ductwork, dampers, fire/smoke safety, and controls
• Ensuring commissioning is smooth and reduces costly rework

This template provides a ready-made framework you can adapt for your own projects — saving time and reducing compliance risks.

This template contains editable MS Word & Excel files that you can use and update as per the specifications and requirements of the project you are working on.

What You Will Get With This HVAC Systems Installation ITP Template

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This ITP Template includes the following 3 types of documents:

1 – Quality Control Procedure (QCP) for the Installation of HVAC Systems in Buildings

This is a document that explains in detail how to perform the inspection and testing activities on this system.

Here’s an example of a QCP for Electric Duct Heaters:

CHECKS TO BE PERFORMED
Coil area inspected for obstruction and debris and found satisfactory.
Size and construction correct.
Ensure enough space to remove or maintain the heater.
Electrical power and control enclosure correct.
Field supplied wiring has been correctly connected and earthing connection has been provided.
Disconnect switch, electrical interlocks and contactors are located correctly.
All safety switches have been provided (air flow switch, high temperature cut-out switches).
Check control wiring connections with PLC are correct.
Check for min. required differential pressure across the heater as per Recommended Manufacturer data.
Check tag number & name plate
Adequate access door has been provided .

2 – ITP – Inspection And Test Plan for Installation of HVAC Systems in Buildings

The complete table of inspection and testing activities with responsibilities, acceptance criteria, and required checklist to record results.

3 – HVAC Systems Installation Works Inspection Checklists and Supporting Documents

21 editable checklists including AHU start-up, duct pressure testing, fire/smoke damper checks, and refrigerant piping inspection.

Here’s the full list:

1. Refrigeration Equipment Inspection Record.
2. Air Handling Units Inspection Record.
3. Electric Duct Heaters Inspection Record.
4. Electric Steam Humidifier Inspection Record.
5. Fresh Air Fan Units Inspection Record.
6. Extract Air Fans Inspection Record.
7. Ductwork System Inspection Record.
8. Dampers Inspection Record.
9. Fire / Smoke Dampers Inspection Record.
10. Air Terminals Inspection Record.
11. Louvers & Sand Trap Louvers Inspection Record.
12. HVAC Controls Inspection Record.
13. HVAC Check List For Low Voltage Motors.
14. Chemical Dosing Tank Inspection Record.
15. Motor Control Center.
16. Gas Dampers Inspection Record Attachment.
17. Table 5000 T.1 – HVAC Check Report.
18. Material Receiving Form (MRR).
19. Over, Shortage and Damage Report (OSD).
20. Piping Pressure Test Release/Report.
21. Low Voltage Cable Test and Checklist After Installation.

Here’s a screenshot from one these checklists:

What types of projects is this HVAC template pack suitable for?

This template pack was developed with commercial and industrial projects in mind. Even though it is quite comprehensive, it can also be used for residential projects. Typically, our clients use these docs to stay ISO 9001 compliant and to maintain quality in their projects.

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