Furnace, heat pump and AC replacement: survey
Before a central system is replaced: the equipment as on its nameplates, the static pressure, the line sets, the venting and the licensed trades.
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What you measure
The template's tables and their columns, as the app shows them. Calculated columns fill in as you type.
Existing equipment
- Equipment
- TypeChoices: Gas furnace Electric furnace Central air conditioner Heat pump Indoor coil Air handler Other
- Brand
- Model
- Serial number
- Year made
- Nameplate capacity
- RefrigerantChoices: R-22 R-410A R-454B R-32 None Other refrigerant
- Nameplate electrical
- Rated efficiency
- Location and access
- Notes
Ducts and static pressure
- Unit
- Filter size
- Static measured
- Rating plate maximum
- Static margin calculated
- Notes
Line sets
- Line set
- Line length
- Vertical separation
- Liquid line
- Vapor line
- Line set planChoices: Replace Flush and reuse To decide
- Manual maximum length
- Length margin calculated
- Manual maximum separation
- Separation margin calculated
- Notes
Venting
- Appliance
- Vent typeChoices: Masonry chimney Metal B-vent PVC or CPVC Polypropylene Other vent
- Vent diameter
- Vent length
- Elbows
- Shares the ventChoices: Shared Alone
- CO read
- Notes
About this template
Before a central system is replaced: the existing equipment as on its nameplates, the static pressure against the rating plate, the line sets against the new unit's manual, the venting as found, and the licensed trades.
Guide and sources
Before a furnace, a central air conditioner or a central heat pump is replaced, record what is there. Existing equipment: one row per unit, the nameplate as printed (type, brand, model, serial, year, capacity, refrigerant, electrical, efficiency) and how it comes out. The capacity is a record: the replacement is sized from a load calculation (CSA F280-12 in Canada, ACCA Manual J in the US), never from this sheet.
Ducts and static pressure: the total external static measured with your manometer and the maximum from the rating plate (Goodman, Trane); the sheet shows the margin. Line sets: the length and the vertical separation as measured, the tube sizes, your plan, and the new unit's maximums from its manual (Rheem RP17AY: 150 ft, 50 ft of separation; an R-410A or R-22 line set purged and flushed with nitrogen, replacing it recommended). Venting: each appliance on a vent, the vent as found and whether another appliance shares it (Trane: a removed Category I furnace can leave the vent wrongly sized for the appliances still attached).
A survey, never a design: nothing is sized, no load is computed and nothing is judged; the margins only show the distance to a maximum typed from a manual. The electrical, gas and refrigerant work belongs to licensed trades: in Quebec, an RBQ licence with subcategory 16 for electrical work (the CMEQ qualifies these contractors) and the appropriate RBQ licence for gas work (15.1 for forced-air heating), and a certificate H to handle refrigerant; in the US, EPA Section 608 for refrigerant, and check what your state or city requires. The client's report shows the equipment and the measurements; the model and serial numbers, the manual maximums and the margins stay in your team's report.
Sources
- ACCA Manual J paywalled Standard
- ACCA, Manual J vs rules of thumb Rule of thumb
- US EPA, HCFC phase-out Government
- US EPA, Technology Transitions Government
- Rheem, RP17AY installation Manufacturer data
- Goodman, GMES80 furnace Manufacturer data
- Trane, A801X furnace Manufacturer data
- US EPA, Section 608 Government
- CSA F280-12 paywalled Standard
- Health Canada, carbon monoxide Government
- RBQ, electrical work licence Government
- RBQ, gas work licence Government
- Quebec, halocarbons Government
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