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Commercial HVAC Installation Proposal for Midwest Plumbing & Mechanical Supply

Midwest Plumbing & Mechanical Supply

Commercial HVAC Installation

Prepared by Cardinal Mechanical

Sample generated by Wintura

Executive Summary

This proposal covers the full commercial HVAC replacement at Midwest Plumbing & Mechanical Supply's 12,000 sq ft Des Moines warehouse — removing the failing 2008-era system and installing new commercial-grade equipment with integrated humidity control. The project runs September 7, 2026 to November 27, 2026 at a fixed price of $42,000, putting you in front of Q4 with a system built for the job.

Your single biggest constraint is continuous operation. You have 40 people on-site Monday through Friday, and a shutdown isn't an option. We've structured the entire project around that reality. Work is sequenced in stages across four defined phases, so at no point does your warehouse go dark. Removal, rough-in, and equipment set all happen in active coordination with your operations — not around them as an afterthought.

The 2008 system isn't just aging — it's actively costing you product. Condensation damage in your storage areas is a concrete, recurring loss. The priority here is getting humidity control in place before your Q4 inventory peaks, and our schedule is built to hit that target.

Cardinal Mechanical owns the schedule. We flag conflicts early, not after the fact.

Understanding Your Goals

Midwest Plumbing & Mechanical Supply needs this project done before November — not because of an arbitrary preference, but because Q4 is when the business runs hard. A disrupted or half-finished installation going into your busy season is not an option. We understand that, and the entire project schedule is built around it.

The existing system is from 2008. At that age, a commercial HVAC system isn't just inefficient — it's unreliable in ways that compound daily. Inconsistent temperature and humidity across a 12,000 sq ft warehouse means your storage environment is actively working against you. Condensation damage to product inventory is a direct bottom-line loss, not a comfort issue. That distinction matters to us when we're prioritizing how this installation is sequenced.

The most important constraint on this project isn't the budget or the equipment — it's your Monday–Friday operation. We will never ask you to shut down completely. Every phase of this project is planned around keeping Midwest Plumbing & Mechanical Supply functional throughout.

Your team of 40 people still needs to move product, fulfill orders, and work safely through a Des Moines summer and into fall. That means the staged removal and rough-in work happens in sections — one zone at a time — so your warehouse floor stays accessible and your staff aren't working in uncontrolled conditions.


The mid-November completion target is firm on our end. Our 12-week schedule runs from September 7, 2026 to November 27, 2026, which puts commissioning and handover in the final two weeks of November — after your operational deadline, not before it. We've structured the phases specifically so the system is fully commissioned and handed over before Q4 volume peaks.

Our Approach

The first thing we resolve is sequencing — before a single piece of equipment is ordered or a panel is touched. Our team's priority in Weeks 1–3 is a thorough site survey of the existing 2008 system, your ductwork layout, electrical service capacity, and roof structure. From that survey, we produce engineered installation drawings that lock in equipment placement, duct routing, and the phasing plan for staged removal. Nothing gets ordered until those drawings are approved by you.

We recommend this sequence because equipment selected without verified field measurements creates costly change orders once installation begins. Resolving conflicts on paper costs nothing. Resolving them in the field costs time — time Midwest Plumbing & Mechanical Supply does not have heading into Q4.


Staged removal is the core challenge on this project, and we treat it as a construction management problem, not just a scheduling inconvenience. Your 12,000 sq ft warehouse cannot go dark, which means we work in defined zones. We remove and rough-in one section of the facility before touching the next, so your team and your inventory are never without conditioning across the whole floor at once. All physical work happens outside your Monday–Friday business hours — evenings and weekends — unless a specific daytime window is agreed in writing in advance. We will identify which zones are affected and in what order before we break ground, so your operations team can plan accordingly.

One decision we need from you early: the zoning map. During the site survey, we will present you with a proposed zone sequence based on your storage layout and product sensitivity. You need to confirm — or redirect — that sequence before we finalize the engineered drawings. If humidity-sensitive inventory is concentrated in one area, that zone gets conditioned first. That call is yours, and we need it by the end of Week 2.


Equipment Set & Mechanical Completion in Weeks 8–10 is where the bulk of physical installation happens — rooftop units, ductwork, humidity control — all against a background of live operations in the unaffected zones. Commissioning in Weeks 11–12 then validates the full system before November 27, clearing the runway for your Q4 season with a balanced, documented, and warranted installation behind you.

Scope of Work

This project covers the complete replacement of Midwest Plumbing & Mechanical Supply's 2008-era HVAC system across the full 12,000 sq ft warehouse — from decommission to commissioned handover — executed in stages that keep your operation running throughout.


What Is Included

Existing System Removal & Site Preparation

We will decommission all existing HVAC equipment, recover refrigerant in accordance with EPA Section 608 requirements, and remove associated ductwork sections in a deliberate sequence. Removal is staged by zone, not all at once. At least partial conditioning remains active in occupied areas while each zone is worked — this is a non-negotiable constraint we've built the entire schedule around. Recovered refrigerant weights and disposal manifests are documented and compiled into the Staged Removal & Abatement Report, which closes Phase 2.

Equipment Supply & Staging

We procure, deliver, and stage all replacement equipment to site. This includes commercial-grade rooftop units, air handlers, humidity control components, and all associated controls and hardware. Equipment arrives per the procurement schedule developed during Phase 1; staging locations are coordinated with your operations team to avoid blocking active warehouse aisles. Nothing is ordered speculatively — procurement is driven by the stamped engineered drawings produced in Week 3.

Mechanical Installation

Our scope of mechanical work includes:

  • Setting and curbing all replacement rooftop units on the warehouse roof
  • Refrigerant piping, leak testing, and pressure verification at each unit
  • Ductwork modifications — new supply, return, and exhaust runs, plus diffuser and damper placement throughout the warehouse
  • Condensate drain lines from all equipment to appropriate building drain points
  • Electrical connections from the dedicated HVAC circuits to each unit and control component, per the engineered drawings

All work is executed per the stamped installation drawings and in compliance with applicable mechanical and electrical codes. We pull the mechanical permit and schedule all required rough-in and final inspections with the authority having jurisdiction. Permit fees are passed through at cost on a separate line-item invoice — they are not included in the $42,000 contract value.

Humidity Control

The condensation damage your storage areas have been experiencing is a specific failure of the 2008 system's inability to maintain stable dew-point control. We address this directly by installing dedicated humidity sensing and control components integrated with the main system — not bolted on as an afterthought. Humidity set-points are verified during commissioning against the design conditions established in the engineering phase.

Controls & Commissioning

Once equipment is mechanically complete, our Controls & Commissioning Technician configures all programmable controls, balances airflow across every warehouse zone, and verifies humidity set-points against design specifications. The Commissioning & Balancing Report documents test-and-balance results and controls data for every zone — this is the formal performance record that the final payment milestone is tied to.

Documentation & Handover

The project closes with a complete handover package: as-built drawings reflecting any field changes, manufacturer warranty registrations for all major equipment, O&M manuals, and a recommended preventive maintenance schedule. We conduct a formal walkthrough with your designated facilities representative before we consider the job done.


What Is Explicitly Excluded

The following are outside this contract. If any are uncovered during the work, they are addressed via change order — they will not be absorbed silently or delay the project without your written direction:

  • Structural roof reinforcement or roof membrane repair
  • Electrical service panel upgrades beyond the dedicated HVAC circuits already in scope
  • Plumbing or process piping unrelated to HVAC condensate and drain lines
  • Any remediation of pre-existing mould, asbestos, or other hazardous materials discovered during equipment removal
  • Ongoing preventive maintenance or service contracts after handover
  • Permit fees (passed through separately at cost)

If hazardous materials are encountered during removal, we stop work in the affected zone immediately, document the condition, and issue a written RFI within 24 hours. Remediation is a separate scope and a separate contract — continuing without resolution is not an option.


Permits & Inspections

Cardinal Mechanical pulls the mechanical permit and manages all inspection scheduling with the authority having jurisdiction. Electrical permit coordination follows local requirements — we handle the application; your designated lockout/tagout contact is required to be available before mechanical work begins in each zone. We do not proceed in any zone without the required permit in hand.


The line between what we own and what sits outside this contract is drawn clearly above. Any condition that falls outside it gets a change order, a price, and your written approval before we move forward.

Deliverables & Timeline

The project runs 12 weeks, September 7, 2026 through November 27, 2026 — timed deliberately to put a fully commissioned system in your hands before Q4 demand hits your Des Moines warehouse. Every phase below has a hard end date. We do not use rolling timelines.

Our priority in the first three weeks is locking in engineered drawings and equipment on order simultaneously. Procurement and engineering run in parallel — not sequentially — because that is the only way to protect your November completion date.


Phase 1 — Site Survey, Engineering & Procurement is where we establish the entire technical basis for the project. Our licensed mechanical engineer completes the field survey, produces and stamps the installation drawings, and our project manager places equipment orders against confirmed specifications. The Engineered Installation Drawings are the gate that releases Phase 2. Nothing moves to the field without them signed off.

Equipment delivery is scheduled to align with the start of mechanical installation. If a supplier delay threatens that alignment, Cardinal Mechanical carries the cost of expediting or sourcing an alternate-approved unit. We do not pass schedule risk to you for procurement issues within our control — that said, any delay caused by a change to equipment specifications after the order is placed will be treated as a change order and handled accordingly.


Phase 2 — Staged Removal & Rough-In is the most operationally sensitive stretch of the project. We work in sequenced zones across your 12,000 sq ft warehouse, keeping at least partial conditioning active in occupied areas throughout. All removal work is staged around your Monday–Friday business hours. The Staged Removal & Abatement Report documents every piece of decommissioned 2008-era equipment, refrigerant recovery weights, and disposal manifests — completed by the end of this phase. Ductwork & Distribution Installation is also complete at this milestone, with all new supply, return, and exhaust runs sealed and ready for equipment set.


Phase 3 — Equipment Set & Mechanical Completion is when the new rooftop units go on the roof and the humidity control components go live in your storage areas. This is the phase your 40-person team will feel most directly — the old system is out, the new one is mechanically complete, and we are in the final approach to commissioning. Rooftop Unit Installation and Humidity Control Installation both close at the end of this phase.


Phase 4 — Commissioning, Documentation & Handover is a two-week window dedicated entirely to verification and closeout. Our controls and commissioning technician performs test-and-balance across all warehouse zones, confirms humidity set-points, and produces the Commissioning & Balancing Report. The As-Built Drawing Package & Warranty Registration and Owner Handover Package — including O&M manuals and your preventive maintenance schedule — are delivered at the same milestone.

November 27, 2026 is the contractual substantial completion date. Your warehouse is fully operational, documented, and under warranty before a single Q4 shipment hits the dock.

Phase schedule

Phase Dates Duration Deliverables completed
Site Survey, Engineering & Procurement Sep 7, 2026 – Sep 25, 2026 3 weeks Engineered Installation Drawings
Staged Removal & Rough-In Sep 28, 2026 – Oct 23, 2026 4 weeks Staged Removal & Abatement Report; Ductwork & Distribution Installation
Equipment Set & Mechanical Completion Oct 26, 2026 – Nov 13, 2026 3 weeks Rooftop Unit Installation; Humidity Control Installation
Commissioning, Documentation & Handover Nov 16, 2026 – Nov 27, 2026 2 weeks Commissioning & Balancing Report; As-Built Drawing Package & Warranty Registration; Owner Handover Package

Deliverables

# Deliverable Description Target date
1 Staged Removal & Abatement Report Written record of all decommissioned equipment, refrigerant recovery weights, and disposal manifests for the existing 2008 system, completed in coordination with live-operations staging. Oct 23, 2026
2 Engineered Installation Drawings Stamped mechanical drawings showing equipment placement, ductwork routing, electrical circuits, and control wiring for the full 12,000 sq ft installation. Sep 25, 2026
3 Rooftop Unit Installation All replacement commercial rooftop units mechanically set, curbed, piped, wired, and leak-tested on the warehouse roof. Nov 13, 2026
4 Ductwork & Distribution Installation All new and modified supply, return, and exhaust ductwork, diffusers, and dampers installed and sealed throughout the warehouse. Oct 23, 2026
5 Humidity Control Installation Dedicated humidity sensing and control components installed and integrated with the main system to address condensation conditions in storage areas. Nov 13, 2026
6 Commissioning & Balancing Report Documented test-and-balance results plus controls commissioning data confirming the entire system operates at design conditions across all warehouse zones. Nov 27, 2026
7 As-Built Drawing Package & Warranty Registration Final record drawings reflecting any field changes, plus completed manufacturer warranty registrations for all major equipment. Nov 27, 2026
8 Owner Handover Package Compiled O&M manuals, recommended preventive maintenance schedule, and a documented walkthrough with the client's designated facilities representative. Nov 27, 2026

Investment

This is a fixed-price contract at $42,000 — not an estimate, not a not-to-exceed figure. You will know the full cost before we break ground, and that number does not move unless you change the scope.

Our strong recommendation: treat this as a fixed-price engagement and avoid scope additions mid-project. Changes during active installation carry premium labor costs because our crew is already mobilized and working around your live operation. A change order submitted in October costs more than the same change agreed in September.


The price is structured as a schedule of values tied to four verified milestones. Each payment of $10,500 is released on written sign-off at the close of its phase — not on a calendar date, and not on our say-so alone. You control when each payment triggers by signing off that the phase is complete to your satisfaction.

No retainage is held on this project. Because payments are milestone-based and each phase is verified before billing, retainage would be redundant. The final $10,500 held until commissioning and handover effectively functions as your performance assurance — we don't see it until the system is running, documented, and formally accepted by your designated approver.


Change orders are the only mechanism that moves the contract price. Any change to scope — additional equipment, zone reconfiguration, work outside the agreed installation boundary — will be priced in writing before work begins. Change order pricing reflects direct material cost plus labor at prevailing field rates. We will never absorb a concealed condition silently; if demolition of the 2008 system reveals something outside scope assumptions, we will issue a written RFI and a change order before proceeding.

All amounts are stated in USD. Payment terms are net 30 days from each milestone sign-off.

Payment schedule

# Milestone % Amount Trigger
1 Acceptance deposit 25% $10,500.00 On acceptance of this agreement
2 Engineering & procurement complete 25% $10,500.00 On completion: Engineered Installation Drawings
3 Rough-in & removal complete 25% $10,500.00 On completion: Staged Removal & Abatement Report; Ductwork & Distribution Installation
4 Commissioning & handover complete 25% $10,500.00 On completion: Rooftop Unit Installation; Humidity Control Installation; Commissioning & Balancing Report; As-Built Drawing Package & Warranty Registration; Owner Handover Package
Total 100% $42,000.00

Commercial summary

Item Detail
Total investment $42,000.00
Acceptance deposit 25% ($10,500.00) on signature
Payment terms Net 30 days
Start September 2026
Duration 12 weeks

Why Us

We can't name past clients in this proposal, and we won't. What we can tell you is exactly how we work — and why that method matters more than a list of names.

Occupied warehouse installations are a different discipline from a standard fit-out. The constraint isn't technical — it's operational. Keeping a 40-person distributor running through a phased mechanical overhaul requires sequencing, clear communication, and zero improvisation on the day. Our staged removal and rough-in approach is built specifically for that situation. We don't shut zones down until the replacement capacity is ready to carry the load. That's not a preference — it's the only acceptable method for a facility that can't go dark.

We recommend requesting a pre-construction method statement before you award this contract to anyone. Ask every bidder to walk you through, step by step, how they keep your Des Moines warehouse operational on a Tuesday in October during rough-in. The answer will tell you everything.

On the question of credentials: we will provide current certificates of general liability insurance and workers' compensation coverage at contract execution. If bonding is a condition of award, advise us and we will supply confirmation of our bonding capacity at the same time.


The 12,000 sq ft range and the humidity control requirement are both well within our normal scope for commercial warehouse work. The four-phase schedule we've built — running September 7, 2026 through November 27, 2026 — reflects realistic sequencing, not optimistic guessing.

Ask us the hard questions. We'd rather answer them now than manage surprises in October.

Next Steps

To move this project forward, sign and return the enclosed proposal and issue the $10,500 acceptance deposit. That single action reserves the crew schedule, triggers equipment procurement, and locks the September 7, 2026 mobilization date. Without the deposit, we cannot hold your slot in our September schedule — other commercial work will fill it.

We recommend executing no later than August 28, 2026. Equipment lead times for commercial rooftop units are not short, and the September 7 start date is the latest feasible mobilization to hit the November 27 completion ahead of your Q4 season.

The $42,000 fixed price is held for 14 days from the date of this proposal. After that point, material costs are subject to change and the schedule of values will be revised accordingly. We have no interest in a change order conversation before the contract is even signed — execute promptly and the price is yours.

Once the signed agreement and deposit are received:

  1. We schedule the site survey for the first week of September
  2. Engineering and procurement begin immediately
  3. Our team confirms the phased installation schedule in writing before mobilization

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