HVAC & Heat Pump Quote Audit Sheet
Printable 1-page contractor bid evaluation protocol to verify AHRI certificate numbers, SEER2 ratings, and \$2,000 IRA 25C tax rebates.
HVAC & HEAT PUMP CONTRACTOR QUOTE AUDIT
Manual J Verification, AHRI Certificate & IRA 25C Rebate Protocol • 2026 Edition
Contractor / Company
__________________
Equipment Model
__________________
AHRI Certificate #
__________________
Net Total Cost
$ ______________
1. Sizing & Manual J Load Calculations
Manual J Report: Contractor performed room-by-room load calculation.
Tonnage Sizing: Capacity matches heating/cooling load (not oversized).
Cold Climate COP: Rated COP >= 1.75 at 5°F design temperature.
Inverter Compressor: Variable speed modulation down to 25% capacity.
2. Electrical & Panel Requirements
Main Panel Load: 200A electrical panel capacity verified with calc.
Dedicated Breakers: Correct 30A–50A dual-pole 240V breaker installed.
Surge Protection: Outdoor disconnect equipped with whole-HVAC surge device.
Backup Heat Strips: Sized for emergency defrost without panel overload.
3. Ductwork & Air Distribution
Static Pressure: Total external static pressure tested (under 0.5 in. w.g.).
Duct Mastic Sealing: Return and supply plenums sealed with fiberglass mesh.
Filtration Cabinet: 4-inch deep pleated media filter cabinet installed.
Condensate Drain: Primary drain trapped with secondary float safety switch.
4. IRA Tax Credits & Warranty Terms
IRA 25C Tax Credit: Verified ENERGY STAR Cold Climate certificate ($2,000).
Utility Rebate: Contractor pre-filled local electric utility rebate form.
Parts Warranty: 10-Year registered manufacturer parts & compressor.
Labor Guarantee: Minimum 1 to 2-year contractor labor warranty.
Generated by EnergyYield.tools • Home Electrification & HVAC Suite.
HVAC Protocol 2026
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