Sample $19 delivery

Permit Decision Brief sample

This is the front-door report: a source-aware permit route, Manual J and inspection questions, and copy-ready wording before an HVAC deposit. It is educational, not permit approval or engineering design.

HVACPreCheck

Permit Decision Brief Source checked: 2026-07-05
Location
Cary, NC 27513
Project type
Heat pump replacement
Route level
Local administrative permit path likely relevant; exact address must be confirmed with AHJ.

Questions to resolve before deposit

  • Who files, pays, schedules inspection, and handles correction requests?
  • Will the AHJ, utility, or rebate program ask for Manual J, model, or electrical documentation?
  • Which exact indoor and outdoor model numbers will appear on the permit or rebate record?
Boundary: not a permit filing, approval guarantee, Manual J/S/D calculation, or licensed engineering document.

Sample delivery

See the final Full Quote Review format.

This representative demonstration shows the final manually reviewed decision structure, evidence register, open controls, and contractor questions in the $49 homeowner dossier. It is sample content, not a customer report or outcome.

HVACPreCheck / FULL QUOTE REVIEW

Pre-Deposit Documentation Review

Quote Review Summary

Documentation Readiness

72 / 100

A clarity indicator, not an equipment diagnosis, not an engineering result, and not a permit approval prediction.

1. PROJECT RECORD

Project TypeSingle-Family Residence - Replacement
System TypeGas Furnace + Central Air Conditioner
LocationAustin, Texas 78745
Review DateMay 20, 2025
Quote ReferenceABC Heating & Cooling - Proposal #A25-0513

2. DECISION STATUS

Decision status: Clarification needed before deposit

3. RISK LEDGER (TOP ITEMS)

#Risk ItemRisk LevelEvidence Required From
01Permit responsibility unclearMaterialQuote PDF · public permit source · Source checked
02Complete equipment models missingClarifyQuote PDF · manufacturer documentation · Source checked
03Written sizing basis not providedClarifyQuote PDF · written sizing basis · Source checked
04Rebate eligibility evidence not attachedClarifyQuote PDF · public program source · Source checked

4. REVIEW SCOPE & BOUNDARIES (INFORMATIONAL ONLY)

This sample is an informational homeowner pre-check based on provided quote details and public source notes. It is not an equipment diagnosis, code compliance review, site inspection, formal Manual J/S/D calculation, permit-ready package, or permit approval guarantee. Scope note: informational pre-check only. Not licensed engineering, not a formal Manual J/S/D, and not a permit approval guarantee.

Prepared by Bryan Shubert, Founder & Pre-Contract Documentation ReviewerIndependent documentation review for homeowner due diligence. Review Standard
HVACPreCheck Full Quote ReviewREV 1.0  |  May 20, 2025Page 1 of 2
HVACPreCheck / FULL QUOTE REVIEW

5. ITEMS TO RESOLVE BEFORE YOU SIGN

ItemWhat the proposal statesWhat is missing or unclearWhy it mattersQuestion to send
01AHRI
matched-system
documentation
Proposed system is listed as 16 SEER2. Complete matched-system evidence is not attached.Not providedSupports published efficiency, capacity ratings, and rebate screening.Please provide the AHRI Certificate for the proposed matched system.
02Permit ownership
& inspection
corrections
The proposal says the contractor will pull the permit.It does not identify who handles failed inspections, re-inspections, fees, or corrections.Unclear ownership can create timing delays or unexpected costs.Who will file the applicable mechanical permit, pay fees if included, schedule inspection, and handle correction requests?
03Manual J or
written sizing
basis
System capacity is listed, but the written basis is not attached.The quote lists 3 ton capacity but does not include Manual J, heat-loss/heat-gain assumptions, room-by-room data, or a written sizing method.Sizing evidence helps frame comfort, humidity, efficiency, and equipment-life questions.What sizing method supports the quoted 3 ton capacity, and is any Manual J/S/D included, excluded, or available separately?
04Warranty:
labor vs. parts
The proposal refers to a 10-year parts warranty on equipment.Labor warranty, parts warranty, registration duty, and change-order rules are not clearly stated.Labor coverage differences can create material out-of-pocket costs.Please confirm the labor warranty term, coverage scope, exclusions, and registration responsibility.
05Rebate
conditions &
evidence
The proposal references estimated rebates.A rebate is mentioned, but no AHRI, CEE tier, official program rule, or model match is attached.Rebate approval is not guaranteed without satisfying official program conditions.Can you provide the AHRI reference, rebate program link, warranty terms, and registration responsibility in writing?

6. READY-TO-SEND CLARIFICATION REQUEST

Hello [Contractor Name],

Thank you for the proposal dated [Insert Date] for our HVAC replacement. Before I move forward with a deposit, I would like the documentation items below clarified.

  1. Who will file the applicable mechanical permit, pay fees if included, schedule inspection, and handle correction requests?
  2. What exact indoor and outdoor model numbers are included, and what substitutions require homeowner approval?
  3. What sizing method supports the quoted 3 ton capacity, and is any Manual J/S/D included, excluded, or available separately?
  4. Can you provide the AHRI reference, rebate program link, warranty terms, and registration responsibility in writing?
  5. Does the quote include electrical circuit, breaker, disconnect, duct/static-pressure, gas/fuel-line, inspection, and change-order scope?

Once I have these items, I will be in a better position to proceed.

Thank you,
[Your Name]

HVACPreCheck Full Quote ReviewREV 1.0  |  May 20, 2025Page 2 of 2

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The $49 Full Quote Review is for an existing contractor proposal. Your documents are staged first, then linked to the completed PayPal order for Bryan's manual review.

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