Normalize Load, Equipment Data, Scope and Commissioning

Align the design basis

Confirm home, room, envelope, design conditions and load outputs used by each proposal.

Record exact equipment

List indoor and outdoor models, ratings, relevant capacity data, matched combinations and substitutions.

Normalize distribution

Compare ducts, indoor units, zoning, registers, returns, line routes, penetrations, condensate and restoration.

Assign electrical, siting and backup

List assessments, circuits, service work, outdoor base, drainage, snow, sound and backup integration.

Include approvals and controls

Compare permits where applicable, thermostats, integration, monitoring and owner training.

Define commissioning and closeout

Require start-up and test records, settings, airflow or refrigerant documentation as applicable, manuals and warranty evidence.

Use one home assessment

Give every proposer the same room record, design assumptions, envelope plans, distribution evidence, electrical context and backup goals. Record calculation or sizing differences explicitly before ranking price or equipment.

• Reference assessment revision
• Separate optional zones
• Resolve assumed envelope values

Compare exact performance packages

List outdoor and indoor model pairing, low-temperature capacity, controls, backup integration, ducts or heads, drains, line sets, electrical work and outdoor mounting. Require current performance tables and written substitution review.

• Capture AHRI or applicable evidence
• Include commissioning settings
• Price distribution corrections

Normalize logistics and closeout

Compare permits, access, protection, penetrations, finish repairs, removal, schedule milestones and change rules. Handover should include tests, airflow or commissioning records, controls training, filter access, manuals, warranties and incentive documents.

• Assign trade coordination
• Document concealed conditions
• Keep owner operating guidance

Complete the whole-system proposal ledger

Give each proposer the same room record, load and design assumptions, envelope plans, distribution evidence, electrical context, backup goals and outdoor-location constraints. Compare exact equipment pairings and low-temperature data, ducts or heads, controls, drains, line sets, electrical and mounting, permits, removals, protection and finish repair. Record changes, alternatives and incentive responsibilities separately. Require commissioning, airflow or settings evidence, controls training, filter access, manuals and warranties at handover. The ledger prevents a nominal tonnage or rebate estimate from standing in for a complete house-specific system. Hold a proposal-leveling review using the house brief, and issue written answers for sizing, distribution, backup and outdoor-location differences. Incorporate those answers before equipment is ordered or an incentive application begins.

• Freeze assessment inputs
• Reference exact pairings
• Compare backup integration
• Assign finish restoration
• Require commissioning records