Keep data collection safe
Use utility records, manuals and nameplates already visible. Do not inspect wiring or remove covers.
Project sequence board
Inventory current equipment, planned projects, dwelling or suite context, sequence and professional calculation outputs.
Decision file
Use utility records, manuals and nameplates already visible. Do not inspect wiring or remove covers.
Record space conditioning, domestic hot water, cooking, laundry, cooling, workshop and other major equipment with known models or fuel.
List EV, heat pump, suite, hot tub, appliance and renovation projects with intended order and timing.
Record house, townhouse, multi-family, rental, secondary-suite and shared-system facts that affect routing.
Do not add nameplates or use a web estimate to declare capacity. Ask for method, inputs and assumptions.
Keep current and future loads, demand basis, service evidence, options, dependencies and update triggers.
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.
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.
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.
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.
Primary references
Links checked in the approved research packet on August 26, 2026. Applicability still depends on the property and proposed scope.