This Guide provides heat pump installation contractors with general information on best practices for the installation of a heat pump system and useful information to help educate and communicate with homeowners. It provides an overview of the key steps involved in heat pump system design and installation, including job-site survey and pre-changeout, system design (sizing and selection), installation, commissioning, and homeowner education and maintenance. In addition, this Guide discusses common challenges encountered by heat pump contractors during the installation of heat pump systems and suggested solutions. This Guide is not intended to replace residential heat pump installation training materials developed for HVAC contractors.

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This Guide was prepared by ICF in collaboration with FRESCo. It was developed in consultation with an Advisory Group consisting of individuals and organizations involved in the residential HVAC industry. Existing relevant best practices documents were leveraged in the production of this guide. We'd like to recognize and thank Northeast Energy Efficiency Partnership (NEEP), Northwest Energy Efficiency Alliance (NEEA), and the Energy Efficiency and Conservation Authority (EECA) of New Zealand for giving permission to use contents from their heat pump guides.

We also gratefully acknowledge the financial support of BC Hydro, FortisBC, the Province of British Columbia, and the City of Vancouver.


Although proper care has been taken to confirm the accuracy of the information contained in this guide, the authors, advisory group members, other contributors, funding partners, and publishers assume no liability for any loss, damage, or injury that may be incurred or suffered as a result of any type of use or reliance on the contents and recommendations of this Guide.