Exact indoor and outdoor model numbers, matched-system reference and proposed controls
Heating and cooling loads, selected capacity and the sizing method used
Rated heating capacity at the project's winter design condition—not only nominal tonnage
Balance point and the auxiliary, retained-fuel or no-backup strategy stated clearly
Duct sizes, return path, airflow targets and correction responsibility—or a room-by-room zone/head schedule
Electrical, line-set, condensate, pad or bracket, thermostat and restoration scope
Old-equipment and fuel-system removal, decommissioning or retained-system responsibilities
Permit, inspection, utility application and incentive-submission responsibility
Startup checks for airflow, static pressure, refrigerant charge, controls and auxiliary heat as applicable
Base installed price before incentives, exclusions, change-order process, payment terms and written coverage
Any utility incentive shown separately with current equipment, sizing, income-tier and project-cap conditions
Manufacturer parts, registration, labor and maintenance requirements for the exact system