| Applicable standard and space classification | Identify the adopted ASHRAE 62.1 edition, local mechanical code, and the correct occupancy category for each zone. | For example, distinguish a general office from a conference room, classroom, or dining area; their ventilation-rate inputs may differ. | A written design basis listing the standard edition, occupancy categories, applicable code requirements, and any project-specific assumptions. |
| People outdoor-air rate (Rp) | Determine the breathing-zone outdoor-air rate per person for each occupancy category using the applicable standard table. | A commonly cited office example is 5 cfm/person (about 2.36 L/s per person). Verify the value against the adopted edition and space classification. | The design occupant count for every zone and the Rp value used, with its source and units. |
| Area outdoor-air rate (Ra) | Determine the breathing-zone outdoor-air rate per unit floor area for each occupancy category. | A commonly cited office example is 0.06 cfm/ft² (about 0.305 L/s·m²). Verify the value against the adopted edition and space classification. | The net floor area by zone and the Ra value used, with its source and units. |
| Breathing-zone outdoor airflow (Vbz) | Calculate each zone’s breathing-zone outdoor airflow using the Ventilation Rate Procedure. | Vbz = Rp × Pz + Ra × Az, where Pz is zone population and Az is zone floor area. Example: an office with 100 people and 10,000 ft² gives 5 × 100 + 0.06 × 10,000 = 1,100 cfm (about 1,869 m³/h). | A zone-by-zone calculation schedule showing inputs, equations, units, and resulting Vbz values. |
| Zone air-distribution effectiveness (Ez) | Account for how supply-air delivery affects ventilation effectiveness in each zone. | Zone outdoor airflow is calculated as Voz = Vbz / Ez. Do not assume Ez = 1.0 unless the selected system and applicable standard support that value. | The assumed Ez for each zone and the design conditions or system arrangement that justify it. |
| System outdoor-air intake | For a system serving multiple zones, calculate the required intake airflow at the system level; the intake may not equal the simple sum of zone Vbz values. | Apply the applicable ASHRAE 62.1 procedure, including system ventilation efficiency where required. Consider zone diversity and the system’s operating modes. | The system-level outdoor-air calculation, ventilation-efficiency method, design intake airflow, and any assumptions about diversity or simultaneous operation. |
| Design and operating airflow range | Define minimum, normal, maximum, and any turndown airflow requirements for the FAU. | Specify outdoor airflow in consistent units such as cfm or m³/h, and state whether values apply at the unit intake or at zone terminals. | Certified or documented airflow data at the required external static pressure, plus controls and minimum-flow limits. |
| Building pressure and exhaust coordination | Coordinate outdoor-air supply with toilet, kitchen, process, and other exhaust systems, as well as transfer air between spaces. | Document the project’s pressure strategy, including any intended neutral, positive, or negative pressure relationships. | A ventilation and exhaust balance schedule showing supply, outdoor air, exhaust, and transfer-air assumptions by area. |
| Climate and entering-air conditions | Provide the project design outdoor temperature and humidity conditions used for heating, cooling, and dehumidification selection. | Use weather design conditions appropriate to the project location and the engineer’s selected design criteria; do not select capacity from airflow alone. | Performance data at the stated entering-air conditions, including heating and cooling capacity, leaving-air conditions, and moisture-removal capability where applicable. |
| Filtration and pressure drop | Specify filtration requirements and include clean- and final-filter pressure drop in fan selection. | State the required filter efficiency or applicable project specification, along with the expected filter loading condition used for design. | Filter class or efficiency documentation, pressure-drop data, replacement dimensions, and the fan’s available airflow at the specified filter pressure drop. |
| Controls and verification | Define outdoor-air measurement, damper control, alarms, and any demand-control ventilation sequence permitted by the applicable code and standard. | Identify required sensors, control ranges, minimum ventilation settings, and the method for verifying delivered airflow during commissioning. | Control sequence, sensor accuracy information, airflow-measurement method, point list, and commissioning or start-up documentation. |
| Supplier comparison record | Compare proposals against the same airflow, pressure, climate, filtration, acoustic, electrical, and control requirements. | Record each proposal’s selected model, design airflow, external static pressure, capacity, power input, sound data, and stated deviations. | A completed compliance schedule that clearly identifies included components, exclusions, assumptions, and any variance from the project specification. |