Residential Project Summary Form

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Client Requesting Service Information

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Instructions

Please complete this survey to the best you can. Skip any questions that you do not know the answer to. If you need any help, please do not hesitate to call or email us.

  1. A complete set of drawings and specifications is required, or:
    1. For New Construction, includes floor plan, elevations, wall sections, framing, electrical/reflected ceiling plans, and window and door schedules. On all floor plans, please indicate the North direction. Please indicate preferred location of HVAC equipment, air handler, air handler/blower, supply and return outlet locations, duct material preference, etc.
    2. For Existing Construction, if a complete set of drawings and specifications are not available, an accurate exterior floor plan or sketch must be provided. Include and note any attached unconditioned areas (i.e., attached garages). Also, please include exterior window, skylight and door dimensions (rough openings) and note which rooms they are located in. Position dimensions of Windows and Door are not required. It is recommended to include pictures of the building exterior that shows the house color, wall covering, and roofing material. Record field dimensions for windows and doors to the nearest inch, and all other exterior perimeter dimensions to the nearest half foot. On all floor plans, please indicate the North direction. Interior wall dimensions are not required for buildings with existing ductwork. Also, please provide location and information on any existing HVAC equipment.
  2. Complete this survey or email a PDF version to [email protected], with documents attached.
  3. You will receive a formal estimate via email to confirm services and payment terms.
  4. All invoices are due upon completion and before documents will be sent. Projects over $1000 require 50% deposit.

Understanding Of Construction Components

Wall R-Values: Need R-value of additional insulation being added only

Encapsulated Attic: Insulation being placed on the roof deck leaving the attic inside the buildings thermal envelope. When encapsulating the attic, the attic will be unvented.

Returns: Direct ducted refers to ducting, in occupied rooms, where the door can be closed, which directly leads back to the return on the air handler or furnace. Either by an individual branch or a main trunk system.

Services Requested

Full Design Permit Package:

  • Manual J - Load Calculations
  • Energy Calculations/Title 24
  • Manual D - Duct Design
  • AutoCAD - Title Block & Details Sheet
  • Details - Ref & Drain line, General Notes
  • Manual S - Equipment Selection
  • Equipment Schedule
  • Exhaust Fan Design
  • Designer Consultation - 1 hour
  • Revisions = 30 min

Basic Permit Package:

  • Manual J - Load Calculations
  • Energy Calculations/Title 24
  • Manual D - Duct Design
  • AutoCAD - Title Block & Details Sheet
  • Equipment Schedule
  • Manual S - Equipment Selection
  • Designer Consultation - 30 min

A La Carte:

  • Manual J - Load Calculations
  • Energy Calculations/Title 24
  • RUSH FEE

Bare Minimum Permit Package

  • Manual J - Load Calculations
  • Energy Calculations/Title 24
  • Manual S - Equipment Selection
  • Designer Consultation - 15 min
Select Services:

Project Information

Project Address

Windows


Impact

Roof


Attic


Floors


Doors


Equipment


Walls


Duct Work


Zoning

Water Heater


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    Residential Project Summary Form