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They support optional field data collection and worksheet printing for technicians without an electronic device, then manual transfer into the required electronic HVAC Assessment Report via the CalSHAPE Online System. Completion of the worksheets alone does not constitute a report. Updated CalSHAPE Ventilation Program guidelines control eligibility and required data reporting.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/draft-hvac-assessment-report-worksheets-march-2024/242157/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/draft-hvac-assessment-report-worksheets-march-2024/242157.png","ImageObject",442,249,{"name":88,"@type":89},"Aditya","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-12","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are these worksheets used for in the CalSHAPE program?","Question",{"text":108,"@type":109},"They help program participants gather information for an HVAC Assessment Report as part of the CalSHAPE Ventilation Program Assessment and Maintenance Grant.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Do completing these worksheets automatically submit an HVAC Assessment Report?",{"text":113,"@type":109},"No. Completing the worksheets does not constitute an HVAC Assessment Report; participants must submit the report electronically through the CalSHAPE Online System.",{"name":115,"@type":106,"acceptedAnswer":116},"Can technicians print the worksheets and record data in the field?",{"text":117,"@type":109},"Yes. 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System Overview  \n2. Filtration System  \n3. Minimum Outside Air  \n4. Ventilation System Operation  \n5. Operational Controls  \n6. General Maintenance  \nThese worksheets are made available to help Program participants gather information for an HVAC Assessment Report as part of the California Schools Healthy Air, Plumbing, and Efficiency (CalSHAPE) Ventilation Program Assessment and Maintenance Grant. These worksheets are intended to be used for optional information gathering purposes only since completion of these worksheets does not constitute an HVAC Assessment Report. To comply with grant requirements and be eligible for funding, participants must submit an HVAC Assessment Report electronically by entering the required information through the CalSHAPE Online System as set forth in the mostrecent CalSHAPE Ventilation Program Guidelines.  \nThese worksheets were designed and offered with a technician in mind that may not always have an electronic device to use when recording data. These worksheets can be printed out and then written on in the field. The information can later be typed into the required HVAC Assessment Report submitted electronically to the CalSHAPE Online System.  \nThe CalSHAPE Ventilation Program Guidelines, these worksheets, and other program requirements such as a data reporting and processes are subject to change by the California Energy Commission, including but not limited to any changes to data reporting requirements from the California Public Utilities Commission. It is the participant’s responsibility to use the most recent version of these worksheets and otherwise comply with the current requirements of the CalSHAPE Ventilation Program.  \n\n| Worksheet \\# | Guidance and Worksheet Section | Qualified Testing Technician | Qualified Adjusting Technician |\n| --- | --- | --- | --- |\n| 1 | HVAC Equipment Details |  |  |\n| 2 | Filtration, Airflow Distribution, and Building Pressurization |  |  |\n| 3 | Minimum Outside Air |  |  |\n| 4 | Ventilation System Operation\u003Cbr>• Economizer\u003Cbr>• Demand Control Ventilation |  |  |\n| 5 | Operational Controls |  |  |\n| 6 | General Maintenance |  |  |\n| 7 | CO2 Sensor Installation |  |  |\n\n\n| 1.1 Building and Site Information: |  |  |\n| --- | --- | --- |\n| Building Address |  |  |\n| CA Climate Zone |  |  |\n| 1.2 HVAC Equipment Details (Based on Nameplate) |  |  |\n| HVAC Unit Name (District ID) |  |  |\n| AHRI Unit Type | SP-Single-Package Air-Conditioner\u003Cbr>RCU – Remote Condensing Unit (Split System)\u003Cbr>HSP – Single-Package Heat Pump\u003Cbr>HRCU – Heat Pump with Remote Condensing Unit (Split System) SPVA – Single Package Vertical Air Conditioner (Wall Mount) SPVHP – Single Package Vertical Heat Pump (Wall Mount) Other (Specify)– |  |\n| Manufacturer | Aaon Amana Bard\u003Cbr>Bryant Heating & Cooling Systems Carrier Corporation\u003Cbr>Daikin\u003Cbr>Day & Night Friedrich | Fujitsu\u003Cbr>Johnson Controls Lennox\u003Cbr>Marvair Rheem Trane York\u003Cbr>Other (Specify)– |\n| Model Number (outdoor unit) |  |  |\n\n\n| Serial Number (outdoor unit) |  |\n| --- | --- |\n| Model Number (indoor unit)\u003Cbr>Required for split systems only |  |\n| Serial Number (indoor unit)\u003Cbr>Required for split systems only |  |\n| Heating type (select all that apply) | No heat\u003Cbr>Gas heat\u003Cbr>Heat pump\u003Cbr>Electric resist","cbCaira2PycSBSXj","https://ap.wps.com/l/cbCaira2PycSBSXj","pdf",680916,"English","# System Overview\n# Filtration System\n# Minimum Outside Air\n# Ventilation System Operation\n## Economizer\n## Demand Control Ventilation\n# Operational Controls\n# General Maintenance\n# CO2 Sensor Installation\n# HVAC Equipment Details\n# Filter Data\n# Supply Fan Motor Nameplate Data\n# Fan and Motor Sheave Data","[{\"question\":\"What are these worksheets used for in the CalSHAPE program?\",\"answer\":\"They help program participants gather information for an HVAC Assessment Report as part of the CalSHAPE Ventilation Program Assessment and Maintenance Grant.\"},{\"question\":\"Do completing these worksheets automatically submit an HVAC Assessment Report?\",\"answer\":\"No. Completing the worksheets does not constitute an HVAC Assessment Report; participants must submit the report electronically through the CalSHAPE Online System.\"},{\"question\":\"Can technicians print the worksheets and record data in the field?\",\"answer\":\"Yes. The worksheets are designed to be printed and filled out on site, then later typed into the required electronic HVAC Assessment Report.\"}]","Draft HVAC Assessment Report Worksheets - March 2024 | PDF"]