HVA · Scoped work package

Free HVAC Ductwork Installation Work Package Inspection and Test Plan Template

Ordinary building ductwork installation from approved layout through supports, duct assembly, insulation, terminal devices and handover of project-required inspection/test evidence. Excludes refrigeration circuits, refrigerant handling, equipment electrical work, system design, airflow balancing, test execution, commissioning, controls integration and building performance certification.

What this plan covers

Ordinary building ductwork installation from approved layout through supports, duct assembly, insulation, terminal devices and handover of project-required inspection/test evidence. Excludes refrigeration circuits, refrigerant handling, equipment electrical work, system design, airflow balancing, test execution, commissioning, controls integration and building performance certification.

This free editable file is a scoped starting baseline, with proposed checks and matching blank record forms. It is not adopted project criteria. A separate paid project-specific ITP and matching blank records are available for this HVAC ductwork package; customer-controlled documents may define work beyond this baseline. Confirm the actual scope, products, criteria, inspection roles and interfaces from approved project sources. Results and signatures remain blank until work is performed.

Project-specific ITP drafting for this package

The package plan can sequence duct and support receipt, coordinated routing, joints, insulation, fire / smoke interface evidence, terminals and closeout by system and ceiling zone. Air balancing and commissioning execution remain assigned interfaces; leakage criteria are included only when the project specifies them.

Useful files to provide

Example of an input still needed

For example: “The duct layout is uploaded, but the damper schedule and access-panel coordination are missing. Please provide the approved schedule and identify the ceiling-close inspection point.”

A project-specific hvac ductwork installation ITP service prepares the plan and matching blank site records for this package. The listed inputs help scope the work; if an item is unavailable, it can be recorded as an open project decision rather than guessed.

How the plan and blank records fit together

The Excel, Word and PDF downloads each contain the plan and corresponding blank record forms. For this package, entries such as System / zone ID, Support detail locator, Concealment photo / check ref. provide examples of location, source / product and observation or traceability fields. They are fields in the downloadable package files, not separate online records; the browser editor edits the plan only.

Define the package before tailoring it

Work areas and package boundary
Identify room/zone/location limits, drawing references, interfaces and exclusions.
Design and acceptance basis
Identify project drawings, specifications, product/system selection and the person who resolves gaps.
Materials and approved products
Identify product/system approval, delivery traceability and applicable installation instructions.
Inspection, verification and reporting basis
Copy the project method, acceptance source, trigger/frequency, role and record requirement; do not infer values.
Roles and external controls
Identify performer/reviewer, contractual notices, Hold/Witness points and release authority from project records.
Handover evidence
Identify location/as-built, photo, certificate, defect/disposition and submission requirements.

Inspection sequence and project requirements

This starting plan contains 9 inspection steps. Proposed timing and roles need project confirmation; no contractual hold point or engineering acceptance value is assigned by this template. Actual results and signatures remain blank.

HVA-01 · Ductwork scope, coordinated drawings and release

Work stage
Ductwork scope, coordinated drawings and release
Inspection / test
Confirm duct system type, zone, boundaries, service coordination and applicable specification are identified.
Method
Review approved mechanical layouts, sections, schedules, ceiling/service coordination and revision status; list unresolved clashes.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Ductwork work-front release register
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System / zone ID; Drawing / revision; Included duct / terminal boundary; Coordination query ref.

HVA-02 · Duct materials and in-duct components receipt

Work stage
Duct materials and in-duct components receipt
Inspection / test
Verify duct materials, insulation, dampers and terminal components against approved schedules and manufacturer/product records.
Method
Check item identification, order/delivery records, condition and required compliance submittals before installation.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct materials traceability record
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
Duct/component type; Product / classification ref.; Batch / delivery docket; Submittal / approval ref.

HVA-03 · Supports, penetrations and access coordination

Work stage
Supports, penetrations and access coordination
Inspection / test
Check support locations and openings/interfaces are installed to coordinated project details without unapproved service conflicts.
Method
Compare installed supports and openings with approved drawings, specified support detail and fire/acoustic penetration interface records.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct supports and penetration interface record
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
Grid / ceiling zone; Support detail locator; Penetration / access locator; Other service / firestop ref.

HVA-04 · Duct set-out and assembly

Work stage
Duct set-out and assembly
Inspection / test
Verify duct sections, transitions and fittings are installed in the intended route and orientation.
Method
Inspect assembly against drawings and schedules; identify size/type or route deviations for approved resolution.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct set-out and assembly record
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System ID; Grid / run locator; Duct section / fitting ID; Deviation / RFI ref.

HVA-05 · Joints, seals and duct cleanliness protection

Work stage
Joints, seals and duct cleanliness protection
Inspection / test
Check specified joint assembly/sealing and internal cleanliness controls before sections become inaccessible.
Method
Inspect the project-defined joint details and protection/closure evidence; document contamination or damaged components.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct joint and cleanliness record
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System ID; Joint / run locator; Seal/product instruction ref.; Open end / cleanliness evidence

HVA-06 · Duct insulation and acoustic lining

Work stage
Duct insulation and acoustic lining
Inspection / test
Confirm specified insulation/lining product, location, support and finish are documented before concealment.
Method
Review product approval and installed configuration against coordinated drawings, schedules and manufacturer instructions.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct insulation inspection record
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System ID; Ceiling / riser zone; Insulation/lining product ref.; Concealment photo / check ref.

HVA-07 · Dampers, access panels and terminal devices

Work stage
Dampers, access panels and terminal devices
Inspection / test
Check nominated dampers, access panels, grilles and diffusers are identifiable and installed at coordinated locations.
Method
Compare installed device type/location/orientation and access provision with schedules and coordinated details; record missing identification.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct terminal and access device register
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System ID; Device tag / type; Room / ceiling locator; Access / coordination ref.

HVA-08 · Specified duct test record interface

Work stage
Specified duct test record interface
Inspection / test
Identify the exact test requirements and receive the required report from the project-assigned testing party.
Method
Check that submitted report identifies system/zone, method, equipment where required, criteria source, results, defects and retest/disposition references.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
Duct test report receipt and review log
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
System / zone tested; Project method / clause; Test report / date ref.; Defect / retest disposition ref.

HVA-09 · As-built, defects and mechanical handover

Work stage
As-built, defects and mechanical handover
Inspection / test
Reconcile duct installation records, marked-up layouts, open defects and required handover evidence.
Method
Check package index against contract submission schedule; identify later balancing, commissioning and equipment works as separately owned interfaces.
Acceptance condition
Project source and approved installation details identify the applicable scope, requirements and evidence for this location; record any gap or variance for assigned disposition. [Fill: Assigned performer, reviewer and external control roles] [Fill: Project inspection/testing plan and acceptance basis] [Fill: Project records and handover submission rules]
Timing / coverage
At the work stage identified by the project inspection plan; repeat when the applicable location, installation condition or controlled source changes. [Fill: Project inspection/testing plan and acceptance basis]
Responsible role
Proposed: assigned trade supervisor / quality role records the check; review and external sign-off remain with project-assigned persons acting within documented authority. [Fill: Assigned performer, reviewer and external control roles]
Control / release arrangement
Proposed internal readiness prompt only. Verify contractual notice, Hold/Witness point, release evidence and authority in project documents; this template assigns none. [Fill: Assigned performer, reviewer and external control roles]
Record
HVAC ductwork handover index
Project document reference
For this row, record the exact project document/revision/clause, drawing/sheet/detail or product instruction supporting: Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules. Identify missing or conflicting sources for disposition. Topic references do not establish project adoption.
Project inputs to resolve
Assigned performer, reviewer and external control roles; Project inspection/testing plan and acceptance basis; Project records and handover submission rules
Blank record fields
Systems / zones included; As-built drawing ref.; Defect / disposition index; Submission / recipient ref.

Source notes

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