Project sequence board

Map EV, Heating, Suite and Appliance Loads Together

Inventory current equipment, planned projects, dwelling or suite context, sequence and professional calculation outputs.

Decision file

Build a clearer project record

01

Keep data collection safe

Use utility records, manuals and nameplates already visible. Do not inspect wiring or remove covers.

02

Inventory current systems

Record space conditioning, domestic hot water, cooking, laundry, cooling, workshop and other major equipment with known models or fuel.

03

Create the future-project queue

List EV, heat pump, suite, hot tub, appliance and renovation projects with intended order and timing.

04

Add dwelling and suite context

Record house, townhouse, multi-family, rental, secondary-suite and shared-system facts that affect routing.

05

Leave demand to a qualified calculation

Do not add nameplates or use a web estimate to declare capacity. Ask for method, inputs and assumptions.

06

Preserve the calculation record

Keep current and future loads, demand basis, service evidence, options, dependencies and update triggers.

07

Build a room-and-system inventory

Record heating zones, water heating, cooking, laundry, cooling, workshops and suite equipment from accessible documentation. Connect shared or landlord-controlled systems to the correct dwelling or building context before calculation.

  • Attach model evidence
  • Mark fuel conversions
  • Separate common and unit loads
08

Sequence electrification decisions

Place EV, heat pump, suite, hot tub, range, dryer and water-heater work on one dated board. Include projects still under consideration so a near-term upgrade does not strand a documented later goal.

  • Record expected overlap
  • Identify design decision deadlines
  • Update after equipment selection
09

Define the calculation handoff

Give the qualified reviewer the service evidence, current inventory, future queue and dwelling context. Ask for method, assumptions, calculated outcomes, considered paths, authority dependencies and conditions requiring recalculation.

  • Avoid web-estimate conclusions
  • Version the input sheet
  • File the signed output
10

Create the multi-project load register

Record present heating, water heating, cooking, laundry, cooling, suite and workshop systems plus accessible model evidence and dwelling context. Add EV, heat pump, suite, hot tub and appliance projects in their intended sequence, with equipment selections and timing marked provisional. Connect the register to service records and the qualified calculation method, assumptions and result. Version every update. This controlled input gives proposals one basis and prevents nameplate addition, an online estimator, smart-meter history or an individual project quote from declaring total capacity. Share the controlled register with every designer and proposer whose equipment affects demand. When one project shifts timing or model, notify the other project owners and record whether their decisions must reopen.

  • Separate common and unit loads
  • Date future project assumptions
  • Attach accessible model evidence
  • Preserve calculation method
  • Recalculate after selections

Primary references

Verify current rules at the source

Links checked in the approved research packet on August 26, 2026. Applicability still depends on the property and proposed scope.