HVAC Upgrade Cost-Benefit Analysis Form
Project Information
Property Name
Location
Contact Person
Date
Existing System Details
Current HVAC System Type
System Age (Years)
Current System Efficiency (SEER/EER/AFUE etc.)
Annual Maintenance Cost
Annual Energy Cost
Proposed System Details
Proposed HVAC System Type
Expected System Efficiency (SEER/EER/AFUE etc.)
Upgrade/Installation Cost
Estimated Annual Maintenance Cost (New)
Estimated Annual Energy Cost (New)
Cost-Benefit Calculation
Estimated Annual Cost Savings
Estimated Payback Period (Years)
Estimated ROI (%)
Comments / Notes
Additional Notes