What a Real HVAC Proposal Should Include – And What It Tells You About the Contractor

When you’re staring at three different HVAC proposals, it’s tempting to compare one number: the price. But if you’ve followed our homeowner education series, you know the *right* system isn’t just about the sticker—it’s about the design behind it.

Here’s a look at what a well-built proposal should include using a high-efficiency heat pump system as an example—and how to tell if your contractor is setting you up for real comfort or just swapping boxes.

1. Load Calculation Summary (Manual J)

Before quoting a system, the contractor should perform a Manual J load calculation. This tells you:

  • How much heating and cooling your home actually needs
  • Whether the system is correctly sized (not too big or too small)
  • The factors influencing size: window area, insulation, orientation, square footage, etc.

If your proposal doesn’t reference a load calculation, it’s a red flag.

2. Static Pressure Testing and Airflow Evaluation

Installing a 20 SEER heat pump doesn’t guarantee 20 SEER performance.

The system must be paired with properly designed ductwork to deliver airflow in the manufacturer’s recommended range. Your proposal should include:

  • Measured static pressure values
  • Recommended ductwork modifications (if needed)
  • Fan speed settings and expected CFM (cubic feet per minute) airflow targets

This ensures the system actually operates at its rated efficiency.

3. Matched System Components

High-performance systems like an inverter-driven heat pump must be paired with approved indoor units to function correctly.

Your proposal should specify:

  • Outdoor unit model number
  • Indoor air handler or furnace model number
  • Thermostat or control system type

These combinations should be cross-checked against AHRI (Air-Conditioning, Heating, and Refrigeration Institute) directories.

4. AHRI Certificate of Performance

The AHRI certificate is third-party verification that:

  • The system components are compatible
  • The combination has been tested and certified to deliver the listed efficiency (in this case, SEER 20)

This is your proof that the system is designed to perform as advertised.

5. Zoning, Air Quality, and Comfort Options

A complete proposal may include optional upgrades such as:

  • Zoning systems to address uneven temperatures
  • Smart controls or communicating thermostats
  • High-MERV or electronic air filtration
  • Humidity control solutions

These are not up-sells—they are part of tailoring the system to your needs and layout.

6. Warranty and Service Info

Every proposal should clearly state:

  • Manufacturer warranty coverage (parts, compressor, etc.)
  • Labor warranty provided by the contractor
  • Maintenance recommendations or included first-year service visit

This tells you what kind of long-term support to expect.

7. Total Investment Presentation

At Northwest HVAC, we use a lump sum pricing model—and that’s intentional.

We’ve found that itemized breakdowns often lead homeowners to focus on line-by-line comparisons instead of overall design quality, system performance, and long-term value. And since our proposals include things many other contractors don’t (like load calculations, duct evaluations, and airflow testing), a direct “apples to apples” price comparison becomes impossible.

Instead of breaking down every bolt and fitting, we present a total investment that reflects:

  • Custom system design based on your home’s specific needs
  • Professional installation by experienced technicians
  • Quality control checks, diagnostics, and post-install verification
  • Long-term comfort—not just short-term cost savings

In short: we quote you what it takes to do it right. No hidden extras. No cutting corners.

We intentionally avoid breaking down our proposals into itemized lists. Why? Because doing so encourages homeowners to make decisions based on individual line items rather than the complete value of a fully engineered, professionally installed system.

Our lump sum approach ensures you’re not just comparing prices—you’re comparing total solutions. And when you’re getting a custom-designed system backed by diagnostics, testing, and expert installation, that value simply doesn’t translate on a line-by-line invoice.

Why Northwest HVAC Proposals Look Different

When we propose a high-efficiency heat pump system, we include all of the above. Because in our experience:

  • Comfort comes from design, not just equipment.
  • Efficiency only happens when airflow is verified.
  • Longevity depends on sizing, controls, and install quality.

We don’t just quote equipment—we engineer a solution.

About Northwest HVAC Service

Northwest HVAC Service is a family-owned business proudly serving Vancouver, WA and surrounding communities since 1998. We specialize in residential retrofit HVAC systems, including ductless upgrades, electric heat pumps, airflow redesign, and comfort diagnostics. Whether you’re replacing outdated equipment or trying to fix long-standing comfort issues, we bring honest advice, expert service, and long-term solutions you can trust.

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