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HVAC Replacement Template

AC Condenser Replacement Proposal Template

Professional proposal scope for straight cool condenser and evaporator coil changeouts. Designed to clearly communicate line-item value and prevent scope disputes.

Est. Ticket Size
$6,800 – $13,500
Typical Duration
1 Day
Trade Category
HVAC
Governing Standard
DOE SEER2 Regional Standards

Complete Scope of Work

Copy or customize these verbatim specifications into your contractor proposal.

1

1. Equipment Removal & Site Preparation

Safe extraction of failed condensing unit and indoor cooling coil.

  • Recover legacy refrigerant into clean recovery vessel following EPA regulations.
  • Disconnect high-voltage electrical whip and low-voltage thermostat wiring.
  • Level ground surface and set heavy-duty composite equipment pad.
2

2. Equipment Installation

Placement of outdoor condenser and cased evaporator coil.

  • Set new high-efficiency AC condenser with scroll compressor and hail guard.
  • Install matching all-aluminum cased evaporator coil atop existing furnace/air handler.
  • Fabricate custom galvanized sheet metal transition to integrate with existing ductwork.
3

3. Refrigeration & Drainage

Refrigerant connections, evacuation, and condensate disposal.

  • Braze refrigerant lines using nitrogen back-purge to prevent copper oxide flaking.
  • Install new thermal expansion valve (TXV) and bi-flow liquid line filter drier.
  • Connect primary PVC condensate drain with cleanout tee, P-trap, and secondary float switch.
4

4. Electrical, Commissioning & Warranty

Power connection, operational checks, and homeowner documentation.

  • Install new outdoor weather-resistant disconnect box and electrical whip.
  • Perform nitrogen pressure test at 350 PSI, vacuum to under 500 microns, and weigh in factory trim charge.
  • 10-Year parts limited warranty upon timely manufacturer registration.
  • 1-Year contractor labor warranty.

Standard Line-Item Material Allowances

Clear material specifications that protect against ambiguous scope arguments.

Component / AssemblyStandard SpecificationUnit / Allowance
Central AC CondenserSingle or Two-Stage 15.2 SEER2 Unit1 Unit
Cased Evaporator CoilAll-aluminum tube and fin matching AHRI certificate1 Unit
Electrical Whip & Disconnect30A or 60A outdoor fusible/non-fusible disconnect1 Assembly
Filter Drier & TXV KitLiquid line filter drier + internal TXV1 Set
Condensate Safety Float SwitchInline primary or secondary pan float switch1 Unit

Scope-Gap Protections: 3 Clauses to Include

These contractual gotchas account for 85% of change-order arguments on ac condenser replacement proposal templates.

Condensate Line Blockage / Lack of Float Switch

The Risk: Clogged drains can overflow onto ceilings or floors during post-install testing.

Protective Clause: Proposal includes standard installation of an electronic float shutoff switch to cut power if water backs up.

Mismatched Evaporator Coil

The Risk: Changing only the outdoor condenser while leaving an obsolete coil degrades efficiency and voids manufacturer warranties.

Protective Clause: Specifies that condenser and coil are bid as an AHRI-matched system to ensure certified SEER2 ratings.

Electrical Breaker Sizing

The Risk: Newer energy-efficient equipment often requires smaller maximum overcurrent protection (MOCP) breakers.

Protective Clause: Includes direct statement verifying breaker replacement at the main panel to match unit nameplate rating.

Governing Building Codes & Standards

DOE SEER2 Regional StandardsEPA Section 6082023 NEC Article 440

Frequently Asked Questions

Why is a matched indoor coil required for an AC replacement?▾

Connecting a new condenser to an old coil reduces cooling capacity by up to 30%, risks oil return failure to the compressor, and voids the manufacturer 10-year warranty.

Does this template include permit and inspection fees?▾

Permit fees can be toggled as included or excluded based on local municipal jurisdiction charges.

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ScopeCrafters generates this complete ac condenser replacement proposal template from a 30-second site note on your phone. Includes your logo, company license number, custom terms, and read tracking.