Before you sign an HVAC replacement proposal
Direct answer: confirm exactly what equipment is being installed, how sizing and efficiency were identified, what installation modifications are included, how startup/commissioning will be handled, and what can change the final price.
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This is a planning checklist, not legal advice. Contract and permit requirements vary by jurisdiction.
Equipment & design
- Exact equipment model numbers or sufficiently specific equipment identity are written down.
- Capacity/sizing basis has been discussed rather than assumed from the old unit alone.
- Efficiency ratings for the proposed matched system are clear.
- Thermostat/control scope is identified.
Installation scope
- Duct modifications, if any, are included or excluded explicitly.
- Electrical/disconnect/panel work is addressed where relevant.
- Refrigerant line-set, condensate/drain and equipment-pad scope are clear where applicable.
- Removal and disposal of old equipment are addressed.
- Permit/inspection responsibility is clear where applicable.
Startup, money & warranty
- Startup/commissioning and system verification are part of the work.
- Payment schedule and total price are written clearly.
- Allowances, exclusions and change-order process are identifiable.
- Manufacturer and workmanship warranty information is available.
One final comparison
Run the written proposal through the same checker you use for competing bids. Compare scope first, then compare the bottom line.
Run HVAC Quote CheckerAdvertisement area after the complete checklist
If an important promise is verbal but not reflected in the written proposal, clarify it before signing.