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Do You Need a Permit for HVAC Work in Morgan Hill?

HVAC equipment replacement or alteration may require a building permit and applicable California energy-code documentation; the City of Morgan Hill building division sets the exact requirements, forms, and fees that apply. Verify your scope with the City before work begins, and confirm in writing who will apply for the permit.

Quick answers

  • Equipment changeouts, new systems, ductwork alterations, and new electrical circuits may require a permit and applicable California energy-code documentation — verify your exact scope with the City.
  • Confirm in writing who will apply for the permit and which inspections and testing are included in the estimate.
  • Title 24 energy-code compliance may apply depending on project scope; confirm which requirements, such as duct leakage testing or HERS verification, are triggered for your project.
  • Unpermitted work can create documentation, permitting, or resale complications and may need to be addressed later.
  • Confirm current fees, forms, and submittal steps directly with the City of Morgan Hill building division.

What kind of HVAC work may need a permit

As of January 1, 2026, the City of Morgan Hill says all permit applications must comply with the 2025 California Building Standards Codes as adopted and amended by the Morgan Hill Municipal Code. Confirm what currently applies to your project with the City of Morgan Hill building division before you file.

In California, HVAC work that replaces or alters fixed heating and cooling equipment may fall under the building and mechanical codes, which can mean a permit and inspection. This can include a furnace or air conditioner replacement, a full system replacement, installation of a heat pump, a ductless mini-split, or a heat pump water heater. It can also apply to ductwork replacement or major alteration and any new dedicated electrical circuit added to support new equipment.

The exact scope that triggers a permit, along with current submittal requirements and fees, is set by the City of Morgan Hill building division and can change. Rather than relying on general guidance like this page, confirm the specifics for your project directly with the City of Morgan Hill Building Division before work begins.

Heat pump water heaters: an extra document or two

Water heaters are called out separately by the City. All water heater replacements require a permit, and for a conversion to a heat pump water heater the City currently requires an electrical load calculation unless the main service panel is 200 amps or greater, along with the manufacturer's specification sheet for the unit being installed. That load calculation is a documentation step rather than an automatic panel upgrade — see what actually determines panel needs. Current details are on the City's Water Heater Replacement page.

How permits are submitted

Morgan Hill's online permitting is currently limited to residential contractor-applied reroof, repipe, SolarApp+ solar, and water heater permits. Other permit types go through the City Building Division's current submission process, so confirm which applies to your scope with the Building & Fire Prevention division before you file.

Planning a future gas-furnace replacement? See the current Bay Area furnace-emissions timeline.

Why the permit and inspection process exists

A permit isn't paperwork for its own sake. Depending on the scope of work, inspection can cover items such as safe venting of combustion equipment, code-compliant electrical work, duct sealing or leakage verification, and confirmation that the installed equipment matches what was permitted. Which items apply to your project is set by the scope and by the City, so ask what will be inspected on yours.

This is also one of the areas covered in our broader discussion of what separates a thorough estimate and installation from a mediocre one. Permitting and inspection are part of the accountability structure around the job, not a separate hurdle.

Who pulls the permit — and why you should ask

The City's process allows a permit to be applied for by either a licensed contractor or an owner/builder, under different requirements for each. Who applies for the permit, and who coordinates inspections, should not be assumed — it should be stated in the written proposal, along with which inspections and any required testing are included in the price.

When you're comparing bids, ask each contractor directly whether the permit is included in their price, who will file it, and what inspections or testing the price covers. Get the answer in writing as part of your proposal. This is one of the line items worth checking against our HVAC estimate checklist before you sign anything.

Title 24 considerations for an HVAC changeout

Title 24, California's energy code, can reach replacement projects in existing Morgan Hill homes as well as new construction, at a high level. Whether — and which — specific requirements apply is set by the exact scope of the permitted work; a like-for-like changeout, a duct replacement, and a full system with new ducts do not necessarily carry the same compliance or HERS obligations. Depending on scope, categories that can be involved include:

  • Minimum equipment efficiency ratings that installed equipment must meet or exceed.
  • Duct leakage testing when ductwork is replaced or substantially altered, to verify the system isn't losing significant conditioned air.
  • Refrigerant charge verification, where applicable — whether it applies depends on the scope of the air conditioner or heat pump installation.
  • Involvement of a certified HERS (Home Energy Rating System) rater for certain scopes of work, who performs independent verification and submits results to the state registry.

Exact documentation and testing requirements depend on the scope of your project and should be confirmed with your contractor and the City. Your contractor should be able to explain which Title 24 requirements apply to your scope, and the California Energy Commission publishes the underlying code requirements if you want to read further.

Documentation worth keeping

Once the job is done, keep copies of the signed permit, the final inspection sign-off, any HERS verification paperwork, the equipment's efficiency ratings (AHRI certificate), and your final invoice. These documents are useful if you ever sell the home, file an insurance claim, apply for a manufacturer warranty, or pursue a rebate program that requires proof of a compliant installation.

Permitted vs. unpermitted HVAC work: general consequences
SituationPossible implication
Permit pulled, inspection passedCreates a permit and inspection record for the work
No permit pulledCan create documentation or permitting questions later; ask the City or an appropriate professional how to resolve it
Permit pulled but inspection never finalizedCan create documentation or permitting questions later; ask the City or an appropriate professional how to resolve it

Common questions

Do I really need a permit to replace a furnace or AC in Morgan Hill?

HVAC equipment replacement or alteration may require a building permit and applicable California energy-code documentation. Verify the exact scope with the City of Morgan Hill building division before work begins.

Who is responsible for pulling the permit?

The written proposal should clearly identify who will apply for the permit and which inspections and testing are included before you sign.

What happens if a past HVAC replacement in my house was never permitted?

Unpermitted work can create documentation, permitting, or resale complications and may need to be addressed later. A contractor or the building division can advise on options for resolving it.

What extra permit documents does Morgan Hill require for a heat pump water heater conversion?

The City states that all water heater replacements require a permit, and that a conversion to a heat pump water heater currently requires an electrical load calculation unless the main service panel is 200 amps or greater, plus the manufacturer's specification sheet for the unit being installed. Submittal requirements change, so confirm the current list with the building division before filing.

Does a like-for-like swap still need Title 24 paperwork?

Title 24 compliance documentation may apply depending on the scope of the equipment changeout, and duct leakage testing or HERS verification can be triggered depending on the scope of work. Verify with the City for the exact scope and confirm with your contractor what your project requires.

Get bids from contractors who handle permitting properly

Ask for proposals that include permit and inspection steps up front, not as an afterthought.

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