# Heat pump planning and quote-comparison worksheet

> Our planning and quote-comparison worksheet for a ducted heat pump project in Washington, DC: note your house, your system and open questions, then compare.

URL: https://perennialdcheatpumps.com/resources/

Use the [Perennial DC Heat Pumps](https://perennialdcheatpumps.com/) planning and quote-comparison worksheet to keep your ducted heat pump project in Washington, DC organized. We made the printable so you can note the building, the system you have, what you want to change and the questions still open before you compare estimates. It’s for your own notes; it isn’t a diagnostic form and it can’t tell you equipment is safe.

## What you write down

The worksheet keeps the facts about your house apart from the work being proposed. Note what heats and cools the rooms now, what you want the project to change and what nobody knows yet. Leave a box blank rather than guess at electrical capacity, refrigerant or who owns the system. Our [assessment tool](https://perennialdcheatpumps.com/tools/heat-pump-assessment/) helps you sort out those unknowns, and our [buying guide](https://perennialdcheatpumps.com/guide/dc-heat-pump-buying-guide/) explains the decisions behind them. Keep the worksheet with your equipment records and any written diagnosis you already have; it doesn’t replace our site visit.

## What to gather about the house

Write down the rooms the system serves, what kind of system it is and any renovation you’ve committed to. Note which rooms are uncomfortable and when: the upstairs bedroom on August afternoons, the basement office in January. If you live in a condo or shared building, note who can approve changes and what records the management has. Our [condo guide](https://perennialdcheatpumps.com/guide/heat-pumps-condos/) explains why the spot where a unit sits doesn’t prove who owns it. If your street may be in a historic district, write the address down as a question; one house in a neighborhood can be inside a district while the next is not. Don’t climb, remove panels or touch live equipment to fill in a box.

## Lining up estimates side by side

Give each estimate its own column and write down the exact indoor and outdoor models, the controls and the backup heat. Ask how the [sizing calculation](https://perennialdcheatpumps.com/guide/heat-pump-sizing/) supports the equipment chosen and why the ducts or other parts are being kept. Our [quote checklist](https://perennialdcheatpumps.com/guide/heat-pump-quote-checklist/) explains each category. A product series name isn’t enough; you need the full matched pair. Laid out this way, you can see whether two prices buy the same result or whether the cheaper one keeps a problem the other one fixes.

## Keep access and extra work in view

Write down how equipment gets in and out, any openings in walls or ceilings, who repairs the finishes and any roof or common-area arrangements. Note who files permits and who handles electrical, structural or fuel work. Our [electrical guide](https://perennialdcheatpumps.com/guide/heat-pump-electrical-requirements/) explains the difference between your service capacity and the equipment circuits. Our [ductwork page](https://perennialdcheatpumps.com/heat-pump-ductwork/) separates a targeted duct fix from a rebuild. If an item depends on what’s found when walls open, mark it open and ask how any change gets agreed. Don’t let a precise equipment price hide extra work nobody has defined.

## Keep the price and the rebates apart

The worksheet has room for the gross price, separate allowances and exclusions. It doesn’t add a neighborhood surcharge or a per-square-foot figure. Our [cost guide](https://perennialdcheatpumps.com/heat-pump-cost/) sets out our typical range for a standard home job, and our [estimator](https://perennialdcheatpumps.com/tools/heat-pump-cost-estimator/) shows the allowance math in the open. Keep possible rebates in their own column until you’ve confirmed the current program rules. Our [rebate guide](https://perennialdcheatpumps.com/guide/dc-heat-pump-rebates/) explains why qualifying equipment alone doesn’t guarantee a rebate, and why DC rebates are paid after installation rather than taken off the price.

## Agree what you get at handover

Ask which startup checks, operating instructions and actual warranty documents you’ll receive. If the season means a check has to wait, write down who comes back to do it. The worksheet doesn’t set a test procedure or make any promise for us; it gives you one place to note what your agreement actually includes. After the installation, keep the final version with the model and serial numbers. Our [first-week article](https://perennialdcheatpumps.com/blog/first-week-with-a-new-heat-pump/) explains how to add useful notes later without changing several settings at once.

## Get the printable worksheet

The printable has room for your notes and a side-by-side comparison of estimates. When you’re ready, use our [contact form](https://perennialdcheatpumps.com/contact/) to tell us about the project, and mention the worksheet if you’d like it. The download unlocks once your form is accepted, not just when you click the button. Sending the form doesn’t book a visit or fix a price. Keep your notes somewhere safe and share only what the project needs; passwords, payment details and unrelated personal records never belong on the worksheet.

## One version for each estimate

Date your notes and keep the version of each estimate you’re comparing. If a model, route or allowance changes, note the revision so you don’t mix an old equipment choice with a new price. Keep unanswered questions apart from agreed terms. The worksheet is especially good at catching a missing task, such as patching finishes or a seasonal startup check, before you assume the lower total includes it. Share only the project facts the other party needs, and keep your own copy of the final agreement and equipment records.

Printable project worksheet. Send the form below and the download link appears.

## Continue planning

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