Get Pump Installation Checklist

Filling out the Pump Installation Checklist online is an essential step in documenting your heat pump installation for the Home Energy Savings Program. This guide provides clear and detailed instructions to help you complete each section of the form accurately.

Follow the steps to successfully complete your checklist.

1. Click ‘Get Form’ button to access the checklist for completion.
2. Begin by entering your customer name and street address in the designated fields at the top of the form.
3. Move to Section 1, the Vendor Checklist. Start by measuring and entering the height of the outdoor unit off the ground in inches. Ensure it meets the best practice of being at least 24 inches above snow level.
4. Check the relevant boxes for unobstructed airflow, level installation, and that the unit does not interfere with any views or window operations. Confirm it is protected by a rain cap if installed under a roof drip line.
5. For the Line Set section, fill in the minimum and maximum line set lengths as per the manufacturer's specifications, along with the actual line set length. If your actual length exceeds the maximum, indicate the amount of refrigerant added.
6. Check off tasks such as purging the line set with nitrogen, performing pressure tests, and ensuring all connections are tight according to manufacturer specifications.
7. Continue through the checklist ensuring that insulation is applied correctly and all penetration points are sealed. Confirm the installation allows for proper condensate drainage.
8. For the Indoor Unit section, mark the unit is level and has adequate clearances for services. In the Electrical Work section, ensure all work is verified to have been done by a licensed electrician.
9. Finally, run the system in both heating and cooling modes to verify its operation, and sign in the Registered Vendor Signature section.
10. Move to Section 2, the Homeowner Checklist. Check all statements that apply, confirming you received necessary manuals and instruction for operating the heat pump.
11. Complete the form by providing the homeowner's signature.
12. After completing all sections, save your changes. You can choose to download, print, or share the form as needed.

Complete your documents online today and ensure a smooth pumping installation process.