Contractor response sheet

One row per question in the quote request. Mark Agree or Alternate; for Alternate, say what you propose, why, and the price impact. Blank = Agree. Print this page, or fill it in here and press Copy responses to paste into your email.

Company: Prepared by: Date:

3. Quote format, permits, warranty

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-F1	Fixed lump-sum price per scope line (a)–(e), no separated materials/labor lines and no open-ended "will vary" amounts; exact model numbers for every piece of equipment, control, sensor, filter cabinet and accessory, no substitution without written approval; written inclusions/exclusions per line covering electrical circuits and disconnects, permits, refrigerant charge for actual lineset length, condensate routing, attic access, and coordination with the concrete work; and a change-order rate sheet (hourly rate, trip charge, materials markup) with every change order priced from it in writing before work proceeds. Quote valid 30 days minimum.
Q-F2	Permits: City of Austin requires a mechanical permit for the change-outs and an electrical permit for the new condenser circuits. You pull both, inspections are included, and the price says so. If you believe a permit is not required here, say why in writing.
Q-F3	Load calculations (ACCA Manual J) delivered with the quote for the zone served by System 1, the zone served by System 2, the current 12×12 sound room (System 3), and the planned 20×20 sound room (same equipment reused there). Sound-room loads must include occupants (see Q-V1), equipment heat (owner will state watts), and the ventilation air.
Q-F4	Warranty stated as parts years / labor years, and you register the equipment with the manufacturer in the owner's name within 30 days of start-up and send the confirmation.

4.1 Main house — two systems, replacing everything

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-E1	Quote the Carrier equipment above with exact model numbers. If you would propose different premium variable-speed equipment (Trane XV19 or other), quote it as a separate alternate with its minimum-speed and maximum sound ratings (dBA, from the manufacturer's data) and its modulation range, and say why you prefer it.
Q-E2	Nominal sizes (System 1: 4-ton, System 2: 5-ton) are our estimate. Quote as specified, but if your Manual J disagrees by half a ton or more, say so in writing and price the Manual J size as an alternate. Auxiliary electric heat is sized from the Manual J heating load and balance point — not a default 10 kW kit.
Q-E3	Indoor units: confirm from your site visit that AHU-1 stays in the attic above the garage and AHU-2 in the attic above the master bedroom (or say where they move), which floor or rooms each one serves, that the cabinet fits with a 4″ media filter cabinet (MERV 13) and service clearance, and what plenum and duct transitions you include. State the target and expected total external static for each house system.
Q-E4	AHU-1 (garage attic) isolation: the garage-attic air handler transmits sound into the framing today and must not after replacement. Mount AHU-1 on spring isolation — high-deflection spring hangers if it is suspended, or a platform on spring (or spring-and-neoprene) isolators if it sits on the joists — with flexible fabric connectors at the supply and return plenums, lineset, drain and electrical on cushioned clamps, and no rigid contact between the cabinet or its platform and the framing. State the isolator product and its rated deflection. Price the same treatment for AHU-2 as a separate add.

4.2 System 3 — Sound Room: one ducted heat pump now, System 4 later

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-E5	Quote System 3 as AHU-3 PVA-AA12NL + HP-3 PUZ-AK12NL with exact accessory model numbers. If you would propose a different unit, it must be a heat pump, modulate to ≤ 5,000 BTU/h, deliver ≥ 0.8″ WG external static at 300–400 CFM, allow ≥ 100 ft of piping, and publish an outdoor sound rating ≤ 50 dBA — give the numbers.
Q-E6	Measure the actual refrigerant line route from the pad position on the site plan to your proposed sound-room air-handler location (horizontal + vertical + attic run, plus equivalent length of bends). State the number in feet in your quote. If it exceeds 100 ft, tell us which fix you recommend: move the pad toward the house, place the air handler at the end of the attic nearest the pad, or a different unit.
Q-E7	Controls: a wired remote temperature sensor inside the room (PAC-USSEN002-FM-1 flush-mount or PAC-SE41TS — confirm compatibility with the PVA) and the controller mounted outside the room (PAR-42MAAUB or equivalent wired controller — state which) configured for continuous fan while occupied and a fixed fan tap (Q-A3). The sensor's 22 AWG 2-conductor pair is the only HVAC wire that crosses the room shell, through the owner's sand-filled wire port; no line-voltage wiring through that port. Pull one spare sensor pair for System 4.
Q-E8	System 4 — the future second unit for the 20×20 room: the trench gets a chase and a conduit for it now (Q-T1), the pad has a slot for it (pad plan), and the duct design for the 20×20 will use a shared supply and shared return trunk with a motorized backdraft damper per unit interlocked to that unit's operation and a written control scheme (offset setpoints or grouped staging) so the two units never fight. Nothing you install now may preclude this.

5.1 Airflow: a target, and a ceiling

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-A1	Design airflow of 280–340 CFM continuous (Lo or Mid tap), selected from your Manual J, with 400 CFM as the not-to-exceed. If your load calc says the Hi tap is needed for either the 12×12 or the 20×20 room, tell us — we would rather change the duct path than run at Hi.
Q-A2	Room-side terminations: each 10″ × 12″ duct ends in a lined plenum box expanding to the oversized grille face (supply ≈ 24 × 12, return ≈ 24 × 14 or larger), bar or perforated grilles, no dampers at the grille faces — balancing only at attic takeoffs — and no abrupt transitions downstream of the silencers.
Q-A3	Fan control: constant fan at the commissioned tap whenever the room is occupied; auto-fan and the Hi tap locked out or disabled at the controller so the ceiling cannot be exceeded by a setpoint change. State how you will configure this on the controller you propose.

5.2 Fresh air

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-V1	Outdoor-air quantity: 70 CFM design, 60 CFM minimum measured, for 4 occupants. If you would size it differently, give your number and basis.
Q-V2	Method: we prefer balanced ventilation (a small ducted ERV, roughly 70–100 CFM class, on isolation mounts in the attic, with its outdoor-air and exhaust legs silenced) over a passive damper-controlled intake, because a passive intake pressurizes a sealed room and pushes air out through the door seals. Propose the ERV model and how it ties into the supply/return path (and its own static and sound), or make the case for a passive intake with a motorized damper interlocked to occupancy.
Q-V3	Relief: whatever you propose, state explicitly how ventilation air leaves the room and through what silenced path, and confirm no additional penetration of the room shell beyond the owner's supply and return.
Q-V4	Fresh air is verified at commissioning: outdoor-air CFM measured at the intake (flow hood or traverse) within ±15 % of design, and a CO₂ check with design occupancy for one hour that stays under 1,000 ppm (owner performs; pass/fail on the CFM, informational on the CO₂).

5.3 Static and humidity

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-S1	Total external static at the commissioned fan tap, with the MERV 13 filter and the owner's silencer path installed, must be ≤ 0.80″ WG, measured and recorded. The owner will give you the silencer design's estimated pressure drop; state the drop you assumed and the ESP setting (0.30 / 0.50 / 0.80) you commissioned.
Q-S2	Humidity: with a modulating unit at low airflow we expect adequate latent removal and no standalone dehumidifier. State the indoor humidity you expect the system to hold in a Texas summer at the design airflow, and whether you would add a dehumidification control mode. No in-room standalone dehumidifier is acceptable.

6. Sound room — installation

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-I1	Isolation: air handler hung from rafters on high-deflection spring hangers, no rigid contact with framing; flexible fabric duct connectors at both collars; lineset on cushioned clamps, no metal-to-wood contact anywhere; secondary drain pan. Unit positioned laterally offset from the room, not above it.
Q-I2	Filtration: MERV 13 at the unit in the attic — a 2″ or 4″ media cabinet (e.g., Mitsubishi FBM2-3-A filter box or an equivalent 4″ cabinet) rather than a 1″ filter, for lower pressure drop and longer change intervals. No filter grilles in the room. State the cabinet model and its clean pressure drop at the design airflow.
Q-I3	Condensate: gravity drain preferred; if a pump is required, specify it and locate it on isolation, not on the unit hangers. Route stated in the quote.

7. Outdoor units — pad, walls, orientation

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-P1	Review the pad plan against the equipment you are quoting. Confirm the row layout, spacing (12″ to walls, 24″ between units, 24″ service apron, 60″ clear above) and dimensions work, or mark up your own dimensions and clearances on the plan.
Q-P2	Mounting: ground pad only, nothing on any structure — non-negotiable. Rubber anti-vibration feet or pads under every unit, anchored through the feet at the manufacturer's tie-down points; the Mitsubishi raised 3–4″ for defrost drainage. State the isolation product you will use.
Q-P3	Optional line (e): will you price the pad and walls (yourself or through a concrete sub)? Any objection to the existing pool equipment (pump, filter, heater) being relocated into the corral along the short wall?
Q-P4	Orientation and sound settings: Mitsubishi discharge faces the open side away from the house and pool; Carrier units are top-discharge and sit with their service side to the open side; no overhang over any unit. The west side faces the property fence about 3 ft away and the north end is open — say so if you see a recirculation or access problem with that (Carrier wants 24″ on the service side; the fence gap gives about 36″ beyond the pad edge). Confirm in writing what low-noise / quiet-mode settings each outdoor unit supports (Carrier Infinity control settings, Mitsubishi low-noise mode) and that you will enable them at commissioning.
Q-P5	Vibration: a vibration loop in each lineset at the unit, cushioned clamps along every run, and resilient, sealed wall penetrations at the house.
Q-P6	Electrical at the pad: circuits sized to the equipment (HP-1 Carrier 48: MCA 31 A / 40 A max; HP-2 Carrier 60: MCA 37.5 A / 40 A max; HP-3 PUZ-AK12NL: MCA 16 A / 27 A max), a disconnect at each unit, one spare conduit and panel space for the future unit. State whether the circuits, disconnects and electrical permit are included in your price or excluded (Q-F1).
Q-P7	Coordination with the concrete: before the pour you provide, on the pad plan, the exact stub-up locations and sleeve sizes for chases, control wiring and conduits at each unit, the anchor points, and the sequence you need (811 locate → trench + chases/conduits → pad with stub-ups → walls → set units → linesets/charge/electrical → commissioning).

8. Trench and chases

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-T1	Chases with pulling room for all linesets and control wiring — two Carrier sets (3/8″ liquid + up to 1-1/8″ vapor, insulated), the Mitsubishi set (1/4″ + 1/2″), and the future unit's set — we suggest one 8″ chase for the two Carrier sets, one 6″ for the two Mitsubishi sets, one spare 4″ empty chase, and separate electrical conduit(s) sized for all condenser circuits plus one spare. All chases sloped and drained to the pad end, sealed at both ends, with pull strings. Say what you will install and why if different.
Q-T2	Lineset sizing and charge: state each system's vapor and liquid line size and actual length, and the capacity loss at that length from the manufacturer's table (Carrier's own table: a 4-ton on 100 ft of 7/8″ vapor loses 3.1 %, on 1-1/8″ loses 1.1 %). Runs over 80 ft follow Carrier's long-line guideline. Refrigerant trim charge weighed and documented per system.
Q-T3	Excavation: 811 locate before digging (owner arranges if you prefer — say which), hand-dig near located utilities, restore the trench line to grade with the spoil compacted; state what restoration is included.

9. Commissioning and acceptance

#	Question	Agree	Alternate	Your alternate / notes / price impact
Q-C1	Airflow is measured, not calculated: delivered airflow at the supply grille by flow hood, or by ≥ 9-point vane-anemometer traverse × free area, within ±10 % of the design value and not above the 400 CFM ceiling; supply face velocity ≤ 300 fpm and return ≤ 250 fpm, grid-averaged; outdoor-air CFM per Q-V4.
Q-C2	Static and settings recorded: total external static at the commissioned tap, the ESP setting, fan tap, controller configuration (constant fan, locked taps, sensor assignment), and the weighed refrigerant charge for the actual lineset.
Q-C3	Isolation photo checklist: spring hangers only, fabric connectors at both collars, cushioned lineset clamps, isolation feet under every outdoor unit, no rigid contact — one photo each. Plus an informational sound reading (dBA, slow, A-weighted) at 3 ft from the pad wall opening and at the nearest house wall with all units at low speed and again at high speed; this is a baseline, not an acceptance criterion.
Q-C4	Systems 1 and 2: documented commissioning per system — weighed charge, measured total external static, measured airflow at the commissioned settings, Infinity setup report — and duct sealing/verification at the new plenum connections.