installation of air source heat pumps and air conditioners

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This is the second edition of CSA C273.5, Installation of air source heat pumps and air conditioners. Itsupersedes the previous edition published in 1980. It covers installation of unitary, factory-assembled airconditioners and heat pumps (air sink and air source) up to 19 kW (65,000 Btu/h). It should be noted thatthis edition now includes requirements for air conditioners as well.CSA acknowledges that the development of this Standard was made possible, in part, by the financialsupport of Natural Resources Canada (NRCan), Ontario Ministry of Energy, and Fortis BC.This Standard is considered suitable for use for conformity assessment within the stated scope of theStandard.This Standard was prepared by the Subcommittee on Installation of Residential Air Source Heat Pumpsand Air Conditioners under the jurisdiction of the Technical Committee on Heating, Ventilation, AirConditioning, and Refrigeration and the Strategic Steering Committee on Performance, Energy Efficiency,and Renewables, and has been formally approved by the Technical Committee.

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Page 1: Installation of air source heat pumps and air conditioners

C273.5-11

Installation of air source heat pumps and air conditioners

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Page 2: Installation of air source heat pumps and air conditioners

Legal Notice for Standards

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CSA Standards Update Service

C273.5-11February 2011

Title: Installation of air source heat pumps and air conditionersPagination: 17 pages (vii preliminary and 10 text), each dated February 2011

To register for e-mail notification about any updates to this publication

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The List ID that you will need to register for updates to this publication is 2421106.

If you require assistance, please e-mail [email protected] or call 416-747-2233.

Visit CSA’s policy on privacy at www.csagroup.org/legal to find out how we protect your personal information.

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Page 5: Installation of air source heat pumps and air conditioners

Published in February 2011 by Canadian Standards AssociationA not-for-profit private sector organization

5060 Spectrum Way, Suite 100, Mississauga, Ontario, Canada L4W 5N61-800-463-6727 • 416-747-4044

Visit our Online Store at www.ShopCSA.ca

C273.5-11Installation of air source heat pumps

and air conditioners

CSA Standard

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Page 6: Installation of air source heat pumps and air conditioners

100%

ISBN 978-1-55491-609-2

© Canadian Standards Association — 2011

All rights reserved. No part of this publication may be reproduced in any form whatsoever without the prior permission of the publisher.

To purchase CSA Standards and related publications, visit CSA’s Online Store at www.ShopCSA.ca or call toll-free 1-800-463-6727 or 416-747-4044.

The Canadian Standards Association (CSA) prints its publications on Rolland Enviro100, which contains 100% recycled post-consumer fibre, is EcoLogo and Processed Chlorine Free certified, and was manufactured using biogas energy.

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Page 7: Installation of air source heat pumps and air conditioners

February 2011 iii

Contents

© Canadian Standards Association Installation of air source heat pumps and air conditioners

Technical Committee on Heating, Ventilation, Air Conditioning, and Refrigeration iv

Subcommittee on Installation of Residential Air Source Heat Pumps and Air Conditioners vi

Preface vii

1 Scope 1

2 Reference publications 1

3 Definitions 2

4 Equipment requirements 3

5 System design 4

6 System installation 66.1 General 66.2 Refrigerant piping and ductwork 76.3 Start-up 76.4 System documentation 86.5 Owner education 8

Tables1 — Summary of requirements in Clause 5.3 and auxiliary heat criteria 9

Figures1 — Sample equipment completion certificate 10

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Page 8: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

iv February 2011

Technical Committee on Heating, Ventilation, Air Conditioning, and Refrigeration

B. Killins Natural Resources Canada, Ottawa, Ontario

Chair

R.L.D. Cane Caneta Research, Mississauga, Ontario

Vice-Chair

S. Cao BC Hydro, Burnaby, British Columbia

Associate

A. Carrier Hydro-Québec, Montréal, Québec

G.E. Cooke Air Solutions Incorporated, Cambridge, Ontario

K.N. Delves Natural Resources Canada, Ottawa, Ontario

Associate

P.F. Edwards Peter Edwards Co., Mississauga, Ontario

D. Fugler Canada Mortgage and Housing Corp., Ottawa, Ontario

P. Grinbergs Airia Brands Inc., London, Ontario

E. Grzesik Ontario Ministry of Energy, Toronto, Ontario

G.R. Hamer BC Hydro, Burnaby, British Columbia

Associate

J.C. Haysom Ottawa, Ontario Associate

A.J. Heffler Ottawa, Ontario

G.D. Henriques Henriques Consulting,Richmond, British Columbia

Associate

N. Hutchings Ontario Power Authority Conservation Bureau,Toronto, Ontario

C. Kahramanoglu Ontario Ministry of Municipal Affairs and Housing,Toronto, Ontario

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Page 9: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 v

A. Kelly Canadian Electricity Association (CEA),Ottawa, Ontario

T.K. Lau BC Hydro, Burnaby, British Columbia

C. Li Hydro One Networks Inc., Toronto, Ontario

R. Lord Carrier Corporation, Murfreesboro, Tennessee, USA

V. Minea LTE Hydro Québec, Shawinigan, Québec

Associate

T.J. Orris AMCA International, Inc., Arlington Heights, Illinois, USA

Associate

P. Rhodes Sears Canada Inc., Toronto, Ontario

D. Terlizzi Heating Refrigeration and Air Conditioning Institute of Canada,Mississauga, Ontario

W.N. Vale Triple B Solutions, Harcourt, Ontario

K.A. Veerman FortisBC Inc., Kelowna, British Columbia

M. Hopkins Canadian Standards Association,Mississauga, Ontario

Project Manager

J. Tulshi Canadian Standards Association,Mississauga, Ontario

Project Manager

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Page 10: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

vi February 2011

Subcommittee on Installation of Residential Air Source Heat Pumps and Air Conditioners

R.L.D. Cane Caneta Research, Mississauga, Ontario

Chair

K.A. Veerman FortisBC Inc., Kelowna, British Columbia

Vice-Chair

H. Bouchard Corporation des maîtres mécaniciens en tuyauterie du Québec (CMMTQ),Montréal, Québec

G. DiFebo UA Local 787 Joint Apprentice and Training Committee,Brampton, Ontario

G. Fabbro EMCO Corporation, Vancouver, British Columbia

D. Graeme Belyea Bros Limited, Toronto, Ontario

N. Hutchings Ontario Power Authority Conservation Bureau,Toronto, Ontario

B. Killins Natural Resources Canada, Ottawa, Ontario

I. McTeer Ingersoll Rand, Toronto, Ontario

V. Minea LTE Hydro Québec, Shawinigan, Québec

J. Rinella Ontario Ministry of Energy, Toronto, Ontario

D. Terlizzi Heating Refrigeration and Air Conditioning Institute of Canada,Mississauga, Ontario

H. Tse Ontario Power Authority Conservation Bureau,Toronto, Ontario

A. Wolmarans Mitsubishi Electric Sales Canada Inc.,Markham, Ontario

J. Tulshi Canadian Standards Association, Mississauga, Ontario

Project Manager

R. Woo Canadian Standards Association,Mississauga, Ontario

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Page 11: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 vii

Preface

This is the second edition of CSA C273.5, Installation of air source heat pumps and air conditioners. It supersedes the previous edition published in 1980. It covers installation of unitary, factory-assembled air conditioners and heat pumps (air sink and air source) up to 19 kW (65,000 Btu/h). It should be noted that this edition now includes requirements for air conditioners as well.

CSA acknowledges that the development of this Standard was made possible, in part, by the financial support of Natural Resources Canada (NRCan), Ontario Ministry of Energy, and Fortis BC.

This Standard is considered suitable for use for conformity assessment within the stated scope of the Standard.

This Standard was prepared by the Subcommittee on Installation of Residential Air Source Heat Pumps and Air Conditioners under the jurisdiction of the Technical Committee on Heating, Ventilation, Air Conditioning, and Refrigeration and the Strategic Steering Committee on Performance, Energy Efficiency, and Renewables, and has been formally approved by the Technical Committee.

February 2011

Notes: (1) Use of the singular does not exclude the plural (and vice versa) when the sense allows.(2) Although the intended primary application of this Standard is stated in its Scope, it is important to note that it remains

the responsibility of the users of the Standard to judge its suitability for their particular purpose.(3) This publication was developed by consensus, which is defined by CSA Policy governing standardization — Code of

good practice for standardization as “substantial agreement. Consensus implies much more than a simple majority, but not necessarily unanimity”. It is consistent with this definition that a member may be included in the Technical Committee list and yet not be in full agreement with all clauses of this publication.

(4) To submit a request for interpretation of CSA Standards, please send the following information to [email protected] and include “Request for interpretation” in the subject line:(a) define the problem, making reference to the specific clause, and, where appropriate, include an illustrative sketch;(b) provide an explanation of circumstances surrounding the actual field condition; and(c) where possible, phrase the request in such a way that a specific “yes” or “no” answer will address the issue.Committee interpretations are processed in accordance with the CSA Directives and guidelines governing

standardization and are published in CSA’s periodical Info Update, which is available on the CSA website at http://standardsactivities.csa.ca.

(5) CSA Standards are subject to periodic review, and suggestions for their improvement will be referred to the appropriate committee. To submit a proposal for change to CSA Standards, please send the following information to [email protected] and include “Proposal for change” in the subject line:(a) Standard designation (number);(b) relevant clause, table, and/or figure number;(c) wording of the proposed change; and(d) rationale for the change.

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Page 13: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 1

C273.5-11Installation of air source heat pumps and air conditioners

1 Scope

1.1This Standard covers the installation requirements for unitary air conditioners and air source heat pumps for residential applications with cooling ratings up to 19 kW (65 000 Btu/h).

1.2This Standard covers installations in new construction and, where applicable, in installations that are part of an existing system.

1.3This Standard covers equipment requirements, system design, equipment selection, minimum installation requirements, and information to be provided to the owner.

1.4In CSA standards, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the standard.

Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material.

Notes to tables and figures are considered part of the table or figure and may be written as requirements.

Annexes are designated normative (mandatory) or informative (nonmandatory) to define their application.

1.5The values given in SI (metric) units are the standard. The values given in parentheses are for information only.

2 Reference publicationsThis Standard refers to the following publications and where such reference is made, it shall be to the edition listed below, including all amendments published thereto.

CSA (Canadian Standards Association)B52-05 (R2009)Mechanical Refrigeration Code

B139-09Installation code for oil-burning equipment A

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Page 14: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

2 February 2011

B149.1-10Natural gas and propane installation code

CAN/CSA-C656-05 (R2010)Performance standard for split-system and single-package central air conditioners and heat pumps

C22.1-09Canadian Electrical Code, Part I

CAN/CSA-F280-M90 (R2009)Determining the required capacity of residential space heating and cooling appliances

HRAI (The Heating, Refrigeration and Air Conditioning Institute of Canada)SAR-R1 (1996)Residential Heat Loss/Heat Gain Calculations Manual

3 DefinitionsThe following definitions apply in this Standard.

AHRI certified reference number — a unique number assigned by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI) to a combination of outdoor and indoor unit model numbers and the certified performance of that combination at standard rating conditions.

Balance point — the outdoor temperature below which the heat pump cannot supply the total heating requirements of the structure.

Central-ducted air conditioner or heat pump — a device for circulating, filtering, cooling, and/or heating air of a whole house via a central ducting system that consists of one or more factory-made assemblies that normally include an indoor conditioning coil, evaporator or cooling coil, a compressor, and an outdoor coil or condenser with controls for automatic cooling or heating, or both.

Cut-off — an adjustable thermostatic device (typical on dual fuel applications) that senses outdoor temperature and can be set to turn off the heat pump.

Ductless air conditioner or heat pump — a device for circulating, filtering, cooling, and/or heating air of a specific area or areas of a house by providing air directly into the area or areas without the use of a ducting system and that consists of one or more factory-made assemblies that normally include an indoor conditioning coil, evaporator or cooling coil, a compressor, and an outdoor coil or condenser with controls for automatic cooling or heating, or both.

Economic cut-off — the cut-off setting that corresponds to the outdoor temperature below which it is more economical to use the back-up heat.

Electronically commutated motor (ECM) — a low wattage AC or DC motor that is more efficient over a range of speeds than a standard blower motor.

Heat recovery ventilator (HRV) — a unitary, factory-assembled heat-exchange unit installed between incoming fresh air and exhaust air.

Mini-ducted air conditioner or heat pump — a device for circulating, filtering, cooling, and/or heating air of a specific area or areas of a house via a dedicated, non-central ducting system that consists of one or more factory-made assemblies that normally include an indoor conditioning coil, evaporator or cooling coil, a compressor, and an outdoor coil or condenser with controls for automatic cooling or heating, or both. A

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Page 15: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 3

Multi-stage constant capacity system — an air conditioner or heat pump system that uses two or more constant speed compressors of which the capacity is controlled by switching the compressors on and off in stages to achieve partial capacity and power input during partial load conditions.

Owner — the person or persons having ownership or control of the air conditioner or heat pump at the start-up date.

Qualified — acceptable to the authority having jurisdiction.

Single-stage constant capacity system — an air conditioner or heat pump system that uses one constant speed compressor, of which the capacity is controlled by switching the compressor on and off to achieve either 100% capacity or 0% capacity.

Variable refrigerant flow system — an air conditioner or heat pump system that uses one or more variable speed compressors, of which the capacity and power input is controlled over a wide range by electronically adjusting the rotation speed of the compressors and thus the refrigerant mass flow rate in order to constantly and closely match changing space heat loads.

Unitary air conditioner or heat pump — a device for circulating, filtering, cooling, and/or heating air that consists of one or more factory-made assemblies that normally include an indoor conditioning coil, evaporator or cooling coil, a compressor, and an outdoor coil or condenser with controls for automatic cooling or heating, or both.

4 Equipment requirements

4.1Air conditioners and heat pumps shall comply with CAN/CSA-C656.

4.2Evaporators, condensing units, furnaces, and air handlers shall be properly matched systems that are identified as performance rated by industry recognized certification programs (e.g., AHRI reference number confirming matched outdoor and indoor units).

4.3An electronically commutated motor (ECM) shall be used where the air conditioner or heat pump AHRI rating requires an ECM motor to meet the rated performance criteria [e.g., heating seasonal performance factor (HSPF), coefficient of performance (COP), energy efficiency ratio (EER), and seasonal energy efficiency ratio (SEER)].

4.4Up-to-date, clear, correct, and comprehensive instructions and pertinent tables or graphs shall be provided with the air conditioner or heat pump for(a) determining performance at other than standard rating conditions;(b) properly installing the equipment;(c) electrical connections;(d) connecting the indoor and outdoor assemblies;(e) checking airflow across indoor coil;(f) checking refrigerant charge;(g) starting up the equipment;(h) trouble-shooting malfunctions;(i) informing the owner about operation, minor trouble-shooting, and routine maintenance; and(j) replacement parts list.

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Page 16: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

4 February 2011

5 System design

5.1The installer should be aware of the requirements of the authority having jurisdiction.

5.2The system (if new) shall require heat loss and heat gain calculations in accordance with CAN/CSA-F280, (e.g., HRAI SAR-R1).

For air system design, guidelines or other acceptable methods shall be used (e.g., HRAI SAR-R1).

5.3Note: See Table 1.

5.3.1 Single-stage constant capacity — Central ductedA single-stage central air conditioner and heat pump shall be selected with a cooling capacity between 0.95 to 1.15 of the total heat gain of the house as calculated in accordance with CAN/CSA-F280 (e.g., HRAI SAR-R1). A heat pump may be sized at 1.25 of total heat gain at the discretion of the designer; in this case, the next smaller nominal sized unit that is available shall be selected.

5.3.2 Multi-stage containing two or more constant capacity compressors — Central ductedA multi-stage central-ducted air conditioner and heat pump system shall be sized to meet or partially meet the design heat loss of the house as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat loss calculations as set forth in HRAI SAR-R1).

However, the lowest capacity that can be provided by the system in the first stage cooling mode operation shall not exceed 125% of the design heat gain of the zones it serves as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat loss calculations as set forth in HRAI SAR-R1).

5.3.3 Variable refrigeration flow — Central ductedA variable refrigerant-flow central-ducted air conditioner and heat pump shall be sized to meet or partially meet the design heat loss of the house as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat loss calculations as set forth in HRAI SAR-R1).

However, the lowest “turned down” capacity that such a system can provide in cooling mode shall not exceed 125% of the design heat gain as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat gain calculations as set forth in HRAI SAR-R1).

5.3.4 Single-stage constant capacity — Ductless and mini-ductedSingle-stage ductless and mini-ducted air conditioners and heat pumps shall be selected with a cooling capacity between 0.95 and 1.15 of the total heat gain of the areas served as calculated in accordance with CAN/CSA-F280 (e.g., HRAI SAR-R1). A heat pump may be sized at 1.25 of total heat gain of the zones served at the discretion of the designer; in either case, the next larger nominal sized unit that is available shall be selected.

5.3.5 Multi-stage constant capacity — Ductless and mini-ducted containing two or more constant speed compressorsMulti-stage constant capacity ductless and mini-ducted systems shall be sized to meet or partially meet the design heat loss of the areas it serves as calculated in accordance with CAN/CSA-F280 (e.g., HRAI SAR-R1).

However, the lowest capacity that can be provided by the system in the first stage cooling mode operation shall not exceed 125% of the design heat gain as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat gain calculations as set forth in HRAI SAR-R1) for the same areas. A

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Page 17: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 5

5.3.6 Variable refrigerant flow — Ductless and mini-ductedVariable refrigerant flow ductless and mini-ducted systems shall be sized to meet or partially meet the design heat loss of the areas it serves as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat loss calculations as set forth in HRAI SAR-R1).

However, the lowest “turned down” capacity that such a system can provide in cooling mode shall not exceed 125% of the design heat gain as calculated in accordance with CAN/CSA-F280 (e.g., the HRAI residential heat gain calculations as set forth in HRAI SAR-R1) for the same areas.

5.4In existing installations, a load calculation should be used. The duct system shall be capable of handling the equipment’s specified air flow requirement.

5.5The total capacity, including back-up heating and the heat pump, shall have an output to meet the total heat loss calculated at design condition in accordance with CAN/CSA-F280.

If the heat pump cannot operate reliably at the heating design condition, the auxiliary heater shall be sized for the total heat loss at design condition.

5.6The system shall be capable of handling the pressure drop of the air filtration system being used.

5.7All equipment shall be located in accordance with the manufacturer’s instructions, with consideration given to the following:(a) keep outdoor unit away from fences, walls, and other surfaces that could reduce flow or cause

recirculation;(b) keep refrigerant line lengths to the minimum;(c) minimize the length refrigerant lines outside the conditioned space;(d) minimize sound problems (for unit sound rating, the maximum should be 7.6 bels);(e) ensure good service access; and(f) shifting due to frost.

5.8The heat pump outdoor unit shall be located in accordance with the manufacturer’s instructions, with consideration given to the following:(a) roof drip line or snow accumulation;(b) discharge air re-circulation due to a low overhang;(c) protection from prevailing winds and avoiding locations prone to drifting snow; and(d) raising outdoor unit above anticipated snow level with due regard to defrost water drainage.

In addition, the base or frame shall allow defrost condensate to run-off.

5.9New supply and return ducts shall be sealed with suitable long-life material to minimize air leakage. Duct sealing materials should be rated to UL181A or UL181B specifications and used in accordance with the manufacturer’s instructions.

5.10Ducts installed in unconditioned spaces shall have RSI 3.5(R20) insulation with vapour barrier specified.

5.11Refrigerant lines shall be insulated in accordance with the manufacturer’s recommendations. A

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Page 18: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

6 February 2011

5.12Burial of refrigerant piping should be avoided wherever possible. When necessary, a sealed conduit may be used.

5.13Control wiring and supervision of the power wiring to the air conditioner or heat pump shall be specified by the installing contractor.

5.14For add-on heat pumps, an economic cut-off control setting should be determined and specified.

5.15A condensate drain shall be sized to the manufacturer’s requirements and indirectly connected to a drain.

5.16The heat pump indoor coil shall be specified by the installing contractor to be installed downstream of a fossil fuel furnace and upstream of an electric furnace or fan coil.

5.17Fossil fuel systems shall have controls for preventing simultaneous operation of the heat pump and furnace, except during defrost.

5.18Heat pump units shall have an adjustable means of locking-out back-up heat when the heat pump is capable of meeting the load.

5.19Where the indoor blower runs continuously (e.g., HRV, air filtration, or ventilation), an ECM or similar drive shall be installed to reduce energy consumption during circulation mode.

6 System installation

6.1 General

6.1.1The installing contractor shall adhere to the equipment manufacturer’s specifications and should be aware of the following codes:(a) CSA C22.1;(b) CSA B149.1;(c) CSA B139; and(d) CSA B52.Note: The installer should be aware of requirements of the authority having jurisdiction.

6.1.2Records of the installation shall be prepared.Note: In Canada, the installation record is often referred to as the “Equipment completion certificate”. See Figure 1 for an example format.

6.1.3Service contracts covering maintenance, labour, and parts should be available to the owner.

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Page 19: Installation of air source heat pumps and air conditioners

© Canadian Standards Association Installation of air source heat pumps and air conditioners

February 2011 7

6.1.4The power and low voltage wiring shall be in accordance with applicable codes.

6.1.5Quality of work shall be of good calibre and in accordance with accepted industry practice.

6.2 Refrigerant piping and ductwork

6.2.1Ductwork shall be installed by qualified sheet metal workers.Note: Local codes might differ from this requirement.

6.2.2Supply and return ductwork seams shall be sealed.

6.2.3Ductwork and refrigerant piping shall be properly supported or clipped to prevent sagging, excessive movement, or an unsightly installation.

6.2.4Installation of refrigerant tubing through openings in unit cabinet walls shall be protected to prevent wear or abrasion.

6.2.5Where field installation of refrigerant piping insulation on lines is done, seams and joints shall be glued or taped.

6.2.6Field-fabricated refrigerant piping shall be sized and installed to the manufacturer’s specification by a qualified refrigeration and air conditioning mechanic.

6.2.7Expansion devices shall be installed where required by the design.

6.3 Start-up

6.3.1The start-up of the system shall be performed by a qualified refrigeration and air conditioning mechanic.Note: Local codes might differ from this requirement.

6.3.2Procedures for start-up recommended by the equipment manufacturer shall be followed.

6.3.3For heat pumps, the mechanic should be trained on the manufacturer’s heat pump equipment.

6.3.4For heat pumps, the start-up mechanic shall set all control settings to the manufacturer’s specifications, taking the economic cut-off and balance point settings into consideration.

6.3.5Control wiring and power-wiring connections shall be checked before start-up.

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Page 20: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

8 February 2011

6.3.6A clean filter per design specification shall be installed before start-up, but after ductwork debris has been removed. In retrofit installations, cleaning of ductwork, accessories, and existing air handlers should be done prior to start-up.

6.3.7No part of the air conditioner or heat pump system shall be used for temporary heating, cooling, or air circulation during construction.

6.3.8On start-up, the following operational checks and measurements shall be made:(a) The refrigerant charge shall be checked. The contractor shall use the method approved and

specifically stated by the manufacturer to ensure proper refrigerant charge.(b) The airflow across indoor coil shall be to the manufacturer’s specifications. The circulating fan motor

and compressor motor power inputs shall be to the manufacturer’s specifications.

6.3.9In new construction, the airflow to individual rooms shall be balanced to the designed duct system flow.

6.3.10Pertinent parts of the record of installation shall be completed and signed by the start-up mechanic.Notes: (1) A sample of the record, often referred to as the “Equipment completion certificate”, is provided in Figure 1.(2) Local codes might differ from this requirement.

6.4 System documentationThe following information shall be provided to the owner:(a) original equipment manufacturer (OEM) equipment performance information;(b) maintenance and operating instructions;(c) model and serial numbers of all equipment; and(d) a copy of the record of installation.Notes: (1) Equipment and contractor warranties may also be provided to the owner(2) A sample record, often referred to as the “Equipment completion certificate”, is provided in Figure 1.

6.5 Owner education

6.5.1The installer shall provide the following instructions to the owner:(a) proper operation of the system, including operation and programming of the indoor temperature

controller; and(b) explanation of the proper service and maintenance requirements.Note: The installer may also provide warranty procedures and responsibilities to the owner as well as a contact for warranty maintenance and service.

6.5.2The owner shall be informed of the following heat pump heating characteristics:(a) longer runtimes;(b) lower supply air temperatures; and(c) implications of using setback.

6.5.3The owner should sign off and retain a copy of the record of installation.

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Page 21: Installation of air source heat pumps and air conditioners

February 20119

© C

anadian Standards AssociationInstallation of air source heat pum

ps and air conditioners

Table 1Summary of requirements in Clause 5.3 and auxiliary heat criteria

(See Clause 5.3.)

Note: A sample record of installation is provided in Figure 1.

Clause SystemCompressor capacity control

Capacity control stages

Number of compressors

Selection method (the system shall meet both cooling and heating selection design criteria)

Cooling capacity equipment selection

Heating capacity equipment selection

Auxiliary heat selection criteria

Auxiliary heat reliability criteria

5.3.2 Central ducted

Constant speed/constant capacity

Single stage One 95% to 115% of the total heat gain of the house with a maximum of 125%

Not applicable Difference of heat pump output at design condition and house heat loss at design condition

If heat pump cannot operate reliably at the heating design condition, the auxiliary heater shall be sized for the total heat loss at design condition

5.3.2 Central ducted

Constant speed/constant capacity

Two or more stages

Two or more First stage cooling mode operation output shall not exceed 125% of the total house design heat gain

Fully meet or partially meet the design heat loss of the house

5.3.3 Central ducted

Variable speed/variable capacity or a combination of variable speed/variable capacity and constant capacity

Three or more stages

One or more The lowest “turned down” capacity that such a system can provide in cooling mode shall not exceed 125% of the design heat gain of the house

Fully meet or partially meet the design heat loss of the house

5.3.4 Non-central mini-ducted

Constant speed/constant capacity

Single stage One 95% to 115% of the total heat gain of the areas it serves with a maximum of 125%

Not applicable

5.3.5 Non-central mini-ducted

Constant speed/constant capacity

Three or more stages

Two or more First stage cooling mode operation output shall not exceed 125% of the design heat gain of the areas it serves

Fully meet or partially meet the design heat loss of the areas it serves

5.3.6 Non-central mini-ducted

Variable speed/variable capacity or a combination of variable speed/variable capacity and constant capacity

Three or more stages

One or more The lowest “turned down” capacity that such a system can provide in cooling mode shall not exceed 125% of the design heat gain of the areas it serves

Fully meet or partially meet the design heat loss of the areas it serves

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Page 22: Installation of air source heat pumps and air conditioners

C273.5-11 © Canadian Standards Association

10 February 2011

Figure 1Sample equipment completion certificate

(See Clauses 6.1.2, 6.3.10, and 6.4 and Table 1.)

CSA C273.5 Equipment completion certificate

Name Name

Address Address

Locationofinstallation

Phone

Installingcontractor

Phone

System design and equipment selection Ins tallation and start-up checks

Manufacturer Outdoor unit in cool/shaded place

Location of outdoor unit to avoid noise problems

Model number

Indoor

Outdoor Outdoor unit clearances per manufacturer

Indoor coil installed per manufacturer specifications

Installed equipment

Indoor coil Model no. Serial no. Cooling capacity specified (Btu/hr):

Heating capacity specified (Btu/hr): Outdoor unit Model no. Serial no.

Installed equipment same capacity as specified or Note: Difference not>6000 Btu/hr

Explain

SEER

HSPF

EER(35 °C)

AHRI Certified Reference Number:

Design air flow:

Input capacity

CFM

Btu/hr

Measure following after 15 min operation

Fan staticpressure at inlet

Fan staticpressure at outlet

P (outlet-inlet) ∆ Airflow (CFM)

AC or HPunit

From n.a.

To Compressorsuction pressure

Compressorhead pressure

Air conditioner (if above 15 °C) or heat pump power draw

Manufacturer Outdoor temp.into outdoorunit

Indoor dry bulbtemp. into indoorcoil

Indoor wet bulbtemp. into indoorcoil

Outdoor unitpower (amps)

Model Fan motorpower (watts)

Total unit power(watts)

Furnace/fan coil

Fan motorhorsepowerchangerequired

Temp. ofsuction line

Temp of liquidline

Duct system balanced Name Airflow – Furnace Temperature rise method

Address

Furnace airflow CFM = rated output Btu/h =

temp. rise F x 1.08

Airflow requirementsmet

Yes No

HVACDesigner

Phone Change fromspecification

Any changes that were required in refrigerant charge, electrical, airflow, etc.Describe below.

Purchaser Proper completion and distribution of this form by your installing contractor will ensure that the air conditioner or heat pump is designed and installed in accordance with CSA C273.5.

Received instructions on operationand maintenance or equipment

Received manufacturer’s warranty

Received instruction booklet

Purchaser’s signature

Start-up checked by:

The air conditioner or heat pump is designed and installed in accordance with CSA C273.5.

Contractor signature: Date Date

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Page 23: Installation of air source heat pumps and air conditioners

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Page 24: Installation of air source heat pumps and air conditioners

PRIN

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IMPRIME AU CANADA

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ISBN 978-1-55491-609-2

The Canadian Standards Association (CSA) prints its publications on Rolland Enviro100, which contains 100% recycled post-consumer fibre, is EcoLogo and Processed Chlorine Free certified, and was manufactured using biogas energy.

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