Mechanical Rough-In Inspection Checklist

Here’s a Mechanical Rough-In Inspection Checklist that can be used in eAuditor Audits & Inspections for residential or commercial projects. This checklist will help inspectors ensure that mechanical systems such as HVAC (Heating, Ventilation, and Air Conditioning), ductwork, and other related installations comply with plans, safety standards, and building codes.

Mechanical Rough-In Inspection Checklist

1. General Information

• Inspector Name:
• Inspection Date:
• Project Address:
• Permit Number:
• Contractor/Mechanical Installer:
• Weather Conditions:
• Job Number:

2. Plans and Code Compliance

• Are mechanical systems installed according to the approved plans?
  ☐ Yes ☐ No ☐ N/A
• Are all mechanical systems in compliance with local codes and regulations?
  ☐ Yes ☐ No ☐ N/A
• Have all permits been obtained for mechanical system installation?
  ☐ Yes ☐ No ☐ N/A

3. Ductwork Installation

• Is the ductwork installed in the correct locations per the approved plans?
  ☐ Yes ☐ No ☐ N/A
• Are ducts made from the appropriate material for the application (e.g., rigid, flexible, metal, insulated)?
  ☐ Yes ☐ No ☐ N/A
• Are duct joints properly sealed (mastic, tape, or both)?
  ☐ Yes ☐ No ☐ N/A
• Are duct supports installed at proper intervals per code (horizontal and vertical)?
  ☐ Yes ☐ No ☐ N/A
• Is the ductwork insulated where required (attic, crawl spaces, unconditioned areas)?
  ☐ Yes ☐ No ☐ N/A
• Are the ducts sized appropriately for airflow requirements and per the design?
  ☐ Yes ☐ No ☐ N/A
• Is the system free of sharp bends, kinks, and obstructions that could restrict airflow?
  ☐ Yes ☐ No ☐ N/A
• Are dampers installed where required (manual, fire, smoke)?
  ☐ Yes ☐ No ☐ N/A
• Are supply and return duct locations correct, with proper clearance?
  ☐ Yes ☐ No ☐ N/A

4. HVAC System Installation

• Is the HVAC unit installed per approved specifications and plans?
  ☐ Yes ☐ No ☐ N/A
• Is the HVAC system the correct size for the building’s square footage and load calculations?
  ☐ Yes ☐ No ☐ N/A
• Is the unit level and installed in a structurally sound location (platform, pad, ceiling hanger, etc.)?
  ☐ Yes ☐ No ☐ N/A
• Are refrigerant lines installed with correct sizing, routing, and insulation?
  ☐ Yes ☐ No ☐ N/A
• Is the condensate drain line properly installed with adequate slope and proper termination?
  ☐ Yes ☐ No ☐ N/A
• Are safety devices installed and working (float switches, condensate pumps, overflow protection)?
  ☐ Yes ☐ No ☐ N/A
• Are electrical connections to the HVAC system installed and properly grounded?
  ☐ Yes ☐ No ☐ N/A
• Is the thermostat wire properly run and terminated?
  ☐ Yes ☐ No ☐ N/A

5. Ventilation System

• Are exhaust fans installed where required (bathrooms, kitchens, laundry rooms)?
  ☐ Yes ☐ No ☐ N/A
• Are exhaust fan ducts properly routed and vented outside?
  ☐ Yes ☐ No ☐ N/A
• Are ventilation systems compliant with code for air exchanges per hour?
  ☐ Yes ☐ No ☐ N/A
• Are air intakes and exhausts clear of obstructions and located properly?
  ☐ Yes ☐ No ☐ N/A
• Are attic or crawl space vents properly installed where applicable?
  ☐ Yes ☐ No ☐ N/A

6. Gas Lines (If Applicable)

• Are gas lines installed according to plans and building codes?
  ☐ Yes ☐ No ☐ N/A
• Is the gas pipe material appropriate (steel, copper, CSST, etc.)?
  ☐ Yes ☐ No ☐ N/A
• Are gas line shut-off valves installed in accessible locations?
  ☐ Yes ☐ No ☐ N/A
• Has a pressure test been conducted to verify gas line integrity (visual and leak test)?
  ☐ Yes ☐ No ☐ N/A
• Are gas line clearances maintained around electrical components?
  ☐ Yes ☐ No ☐ N/A

7. Furnace Installation (If Applicable)

• Is the furnace installed in the correct location per plans and building code?
  ☐ Yes ☐ No ☐ N/A
• Is there adequate clearance around the furnace for maintenance and ventilation?
  ☐ Yes ☐ No ☐ N/A
• Are the supply and return air connections properly installed?
  ☐ Yes ☐ No ☐ N/A
• Is the flue or vent pipe correctly installed and vented to the outside?
  ☐ Yes ☐ No ☐ N/A
• Is the condensate line properly installed (for high-efficiency furnaces)?
  ☐ Yes ☐ No ☐ N/A

8. Air Handler/Heat Pump Installation (If Applicable)

• Is the air handler/heat pump installed per plans and local codes?
  ☐ Yes ☐ No ☐ N/A
• Are the refrigerant lines, electrical connections, and condensate drain lines properly installed?
  ☐ Yes ☐ No ☐ N/A
• Are air filters accessible for future replacement and maintenance?
  ☐ Yes ☐ No ☐ N/A

9. Insulation and Sealing

• Is all ductwork insulated where required (especially in unconditioned spaces)?
  ☐ Yes ☐ No ☐ N/A
• Are all penetrations in walls, floors, or ceilings properly sealed?
  ☐ Yes ☐ No ☐ N/A
• Is spray foam or caulking used to seal ductwork and other openings, as required by code?
  ☐ Yes ☐ No ☐ N/A

10. Fire and Smoke Dampers (If Required)

• Are fire and smoke dampers installed where required by code?
  ☐ Yes ☐ No ☐ N/A
• Are dampers accessible for future testing and maintenance?
  ☐ Yes ☐ No ☐ N/A
• Are the dampers installed in compliance with fire-rating standards?
  ☐ Yes ☐ No ☐ N/A

11. Inspection and Testing

• Has the duct leakage test been performed (if required)?
  ☐ Yes ☐ No ☐ N/A
• Is the HVAC system ready for testing and commissioning?
  ☐ Yes ☐ No ☐ N/A
• Are all mechanical systems prepared for final inspection?
  ☐ Yes ☐ No ☐ N/A

12. Additional Notes & Comments

• Notes or comments on inspection findings: ☐ Yes ☐ No ☐ N/A

13. Inspection Sign-Off

• Inspector Signature:
• Date:
• Contractor/Installer Signature:
• Date:

How to Use in eAuditor Audits & Inspections

1. Create a New Template: Open eAuditor Audits & Inspections, go to “Templates,” and click “Create New Template.”
2. Add Checklist Sections: Organize the template into sections like “General Information,” “Ductwork Installation,” etc.
3. Input Fields: Use appropriate fields (text input, checkboxes, multiple choice, etc.) for each item.
4. Attachments: Allow for photo documentation in sections where needed (e.g., ductwork installation).
5. Scoring (Optional): Apply a pass/fail or score-based system if needed to evaluate each section.
6. Automated Reminders: Set reminders for re-inspections or follow-up on flagged items.

This checklist ensures that all critical aspects of mechanical system rough-ins are checked thoroughly, ensuring code compliance and functional integrity during the construction phase.