Plan reviewers look for consistency. HVAC reports, energy compliance documents, drawings, schedules, and specifications should all describe the same project. When they do not, the permit package may receive correction comments. This checklist helps contractors and permit teams review HVAC and energy documents before submission.
Confirm that every report uses the same:
- Project address
- Owner or project name
- Jurisdiction
- Code edition
- Building type
- Scope of work
Basic project mismatches can make a report look like it belongs to a different job.
Review the HVAC documents for:
- Manual J load calculation
- Manual S equipment selection
- Manual D duct design, if required
- Equipment model numbers and capacities
- Duct location
- Ventilation assumptions
- Room-by-room load data
The selected equipment should be supported by the load calculation and sizing documentation.
Review energy compliance documents for:
- Correct code path
- Accurate conditioned floor area
- Window U-factor and SHGC values
- Wall, roof, ceiling, and floor insulation values
- Lighting schedules for commercial projects
- Mechanical equipment data
- Required signatures or certification fields
Energy reports should match the same plan version submitted for permit review.
Plan reviewers often flag:
- Missing reports
- Conflicting equipment sizes
- Wrong code edition
- Incomplete envelope data
- Window schedules that do not match the report
- Reports based on outdated drawings
Correcting these items before submission can save time.
What do plan reviewers check first?
They often check whether the required reports are included and whether the reports match the drawings.
Can inconsistent reports delay approval?
Yes. Conflicting information can trigger correction comments or resubmittals.
Should reports be updated after design changes?
Yes. HVAC and energy reports should reflect the current design submitted for review.
Psychro.Pro prepares coordinated HVAC and energy compliance reports for permit submittals, review comments, and resubmittal support.Learn more.
