Sample deliverable

HVAC Permit & Manual J Readiness Snapshot

A homeowner-facing report preview showing what the reviewed $49 snapshot can cover before you approve the project.

Sample only. Informational pre-check.

Project Summary

ZIP

27513

City

Cary, NC

Project type

Heat pump replacement

Stage

Ready to sign

Main concern

Sizing and permit responsibility

Permit Readiness Verdict

Likely required

Mechanical permit likely applies for a like-for-like system replacement, with electrical scope and inspection path needing local confirmation.

Required Document Checklist

  • Mechanical permit application
  • Equipment model and AHRI reference, if available
  • Manual J or equivalent sizing basis if requested
  • Electrical permit coordination if disconnect or circuit work changes
  • Inspection scheduling responsibility

Manual J Readiness

  • Missing room-by-room load inputs
  • No insulation or window assumptions documented
  • Quoted tonnage present, but no sizing basis attached
  • Duct condition not described

Quote Red Flags

  • Quote lists tonnage without Manual J or load assumptions
  • Permit responsibility is not named in the proposal
  • No model number or AHRI match shown
  • Duct modifications marked as unclear

Contractor Questions

  1. What sizing method did you use for this quoted capacity?
  2. Will you file the permit, and is that included in the price?
  3. Can you share the exact indoor and outdoor model numbers?
  4. If the building department asks for load documentation, who provides it?
  5. Is any ductwork change included or excluded from this quote?

Next Steps

  • Confirm permit scope with the building department
  • Ask the contractor to clarify model numbers and permit responsibility
  • Order a formal load calculation only if the jurisdiction or project scope requires it

Optional value modules

  • Rebate and tax credit readiness
  • Equipment and AHRI match check
  • Ductwork and static pressure red flags
  • Comfort risk summary

Source Appendix and Disclaimer

HVACPreCheck provides informational pre-check reports only. We are not a licensed HVAC contractor, engineer, tax advisor, or permit authority. Our reports are not stamped engineering documents and do not guarantee permit approval, equipment sizing, rebate eligibility, tax credit eligibility, energy savings, or comfort outcomes. Always confirm requirements with your contractor, local building department, utility, tax professional, or licensed engineer.