Project sequence board
Inventory current equipment, planned projects, dwelling or suite context, sequence and professional calculation outputs.
Decision file
Use utility records, equipment manuals and nameplates already visible without tools. Do not inspect wiring, remove covers or reach into electrical equipment. Record an unknown value for qualified review instead of converting a photograph or breaker label into a capacity conclusion.
Record space conditioning, domestic hot water, cooking, laundry, cooling, workshop, suite and other major equipment with known model, fuel and operating context. Distinguish equipment that is staying from fuel-switching or replacement work already planned.
List EV charging, heat pump, suite, hot tub, range, dryer, water-heater and renovation projects with intended order and timing. Add likely equipment models when known, while marking preliminary selections so the calculation is updated before installation.
Record detached-house, townhouse, apartment, rental, secondary-suite, common-property and shared-meter facts that affect routing. Identify which loads serve the whole building, a single unit or a tenant so the reviewer does not combine unrelated electrical systems.
Do not add nameplate ratings or use a web estimate to declare available capacity. Ask the qualified reviewer to document the accepted calculation method, meter-data period where applicable, current service evidence, planned loads and assumptions used for the result.
Keep the current and future load inventory, calculation basis, service evidence, considered options, permit and utility dependencies, and update triggers in one dated file. Revise it when equipment, dwelling use or the project sequence changes instead of relying on an earlier result.
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.