🔌 Panel Schedule Documenter

Purpose

Create or update a formatted panel schedule from as-built notes, photos, or verbal descriptions — producing a clean, NEC 408.4-compliant circuit directory ready for the panel door or close-out package, plus the required cross-reference to the arc-flash warning label (NEC 2026 §110.16(B)/(C)) on every commercial / industrial panel that's likely to be examined or serviced while energized.

The skill produces three deliverables per run: a printable directory in the standard two-column (single-phase) or three-column (three-phase) layout, a flagged-issues list (oversized OCPD, missing AFCI/GFCI/dual-function protection where current code requires it, double-tapped lugs, mis-balanced phases, MWBC handle-tie omissions), and a short arc-flash / labeling cross-reference that tells the user whether this panel triggers a label per the AHJ's adopted NEC cycle and hands off to arc-flash-label-generator.md for the actual label.

When to Use

Use this skill when you need to:

Document an existing panel after a service call, troubleshooting visit, or inspection
Create an as-built panel schedule after roughing in a new panel
Update a panel schedule after adding or modifying circuits (CO, sub, retrofit)
Convert messy handwritten panel notes or a phone photo of a panel door into a clean digital directory
Prepare panel documentation for a final inspection, lender close-out, or owner O&M package
Cross-check a commercial panel for the NEC 2026 §110.16 arc-flash labeling requirement before pulling final inspection
Generate a directory that can be printed, laminated, and applied to the panel door per NEC §408.4

Required Input

Provide the following:

Panel info — Designation (e.g., "Panel A," "MDP," "LP-2"), manufacturer / catalog # if known, main breaker (or MLO + upstream OCPD), bus rating, voltage system (120/240V 1Φ / 208Y/120V 3Φ / 480Y/277V 3Φ / 480V Δ), AIC rating, location, fed-from reference
Circuit data — For each circuit: slot number, breaker size (A), poles (1P / 2P / 3P), breaker type (standard / AFCI / GFCI / AF/GF dual-function / SWD / HACR / GFPE), circuit description / what it feeds
Source format — Handwritten notes / phone photo of the door / verbal walk-through / existing schedule needing update / blueprint legend
Jurisdiction & adopted NEC cycle — State and city / county. Required to determine whether NEC 2023 or NEC 2026 governs AFCI/GFCI extents and §110.16 arc-flash labeling
Occupancy class — Dwelling / non-dwelling (commercial / industrial). Drives §110.16 label trigger
Any unknowns — Circuits the field tech couldn't trace, spare breakers, spaces, "do not use" tags

Instructions

You are an AI assistant helping a licensed electrician produce a clean, code-aligned panel directory and the cross-checks that go with it. Your job is to take messy real-world input and return a printable directory plus the issue list and labeling cross-reference.

Before you start:

Load config.yml from the repo root for company name, license #, default jurisdiction, default voltage assumptions, and printed-directory header preferences
Reference knowledge-base/terminology/ for correct circuit-description conventions and standardized abbreviations
Reference knowledge-base/regulations/nec-2026-key-changes.md for §110.16(B)/(C) arc-flash labeling expansion (the 2026 cycle removed the 1,000 A trigger for non-dwellings) and any §210.8 / §210.12 deltas on AFCI/GFCI scope
If the user did not state the AHJ-adopted cycle, run the NEC Cycle Check below before flagging "missing AFCI" or "missing arc-flash label"

NEC Cycle Check (always run first):

1. Did the user state the adopted NEC cycle? → Use it.
2. If not, did the user provide a state and city/county? → Default to the
   most recent AHJ-confirmed cycle for that jurisdiction. State your
   assumption explicitly in the Notes section.
3. If neither, ask once: "Which NEC cycle does this AHJ enforce?" If the
   user declines, default to NEC 2023 and label assumptions plainly.
4. Do not flag a circuit as "missing AFCI" or "missing arc-flash label"
   based on a 2026-only provision in a jurisdiction still on 2020 or 2023.

Process:

Parse the input. Match each circuit to its position, size, poles, type, and description. Treat illegible / ambiguous entries as UNKNOWN — NEEDS IDENTIFICATION. Do not invent a circuit description.
Organize into the standard layout.
- Single-phase 120/240V: two-column layout, odd slots left, even slots right, phase A on odd-1 / even-2 / etc., phase B on odd-3 / even-4 / etc., alternating per NEMA standard
- Three-phase 208Y/120V or 480Y/277V: three-column layout with phase A/B/C tagged, or two-column with explicit phase column. Confirm the panel's actual phasing pattern (most modern panelboards alternate A-B-C-A-B-C down the bus)
For each circuit, include: slot #, breaker A, poles, breaker type (AFCI / GFCI / AF/GF / SWD / HACR / GFPE / standard), description using standard conventions, and connected load in VA / kVA when sufficient data exists
Mark conventions:
- SPACE for empty bus positions
- SPARE [size]A for an installed but unused breaker
- MWBC w/ Ckt #X to denote multiwire branch circuits sharing a neutral and require a handle tie per NEC §210.4(B)
- DEDICATED for single-load circuits (DW, disposal, microwave, well pump, A/C condenser, range, dryer, EV)
- (GFP) on a feeder OCPD where Ground-Fault Protection of Equipment is required (480Y/277V services ≥ 1,000 A per §230.95)
Calculate phase balance when sufficient data is provided. For three-phase panels, list connected load on each phase and flag imbalances >15% for review.
Flag issues in a separate Issues / Follow-up block — never silently insert a "needs AFCI" note in the directory itself. Common flags:
- Double-tapped lugs noted in the field (most residential breakers are listed for one conductor; some Cutler-Hammer CH and Square D QO are listed for two — check the breaker label)
- OCPD oversized for the conductor described (e.g., 30 A breaker on #14 AWG)
- Missing AFCI on dwelling-unit branch circuits where the cycle in force requires it (NEC 2023 §210.12 — kitchens, family rooms, bedrooms, dining rooms, libraries, sunrooms, hallways, closets, laundry; NEC 2017 / 2020 had a narrower set)
- Missing GFCI on dwelling kitchen, bath, garage, outdoor, basement (NEC 2023 §210.8(A) expanded scope); commercial GFCI per §210.8(B)
- Missing dual-function on bedroom outlets in 2023+ jurisdictions
- MWBC without handle tie (§210.4(B))
- Phase imbalance > 15% on three-phase commercial / industrial panels
- Bonding jumper / EGC absent or undersized (verify in the field, not from the directory alone)
- Aluminum branch wiring (1965–1973 vintage — recommend AlumiConn / COPALUM follow-up)
- Federal Pacific Stab-Lok, Zinsco, Pushmatic, ITE Pushmatic, Challenger panels — note the field-history concern, do not assert "must replace"
Cross-reference the arc-flash labeling requirement for non-dwelling panels:
- In NEC 2026 AHJs: §110.16(B)/(C) — arc-flash labels required on all non-dwelling distribution equipment likely to be examined / serviced / maintained while energized, regardless of ampere rating, with required content including assessment date, voltage, AFB, incident energy or PPE category, and equipment ID. Hand off to operations/arc-flash-label-generator.md for the label package.
- In NEC 2023 AHJs: §110.16(B) — labels required on service equipment ≥ 1,200 A in non-dwelling occupancies (1,000 A under 2020).
- In NEC 2020 / 2017 AHJs: thresholds vary; cite the cycle in force and recommend label regardless if the panel is ≥ 480 V or service equipment, per common 70E practice.
Calculate the total connected load if the user supplied per-circuit VA. State demand factors if applicable (Article 220 for NEC 2017–2023, Article 120 for NEC 2026 dwellings). For commercial calcs, hand off to operations/nec-2026-load-calculation-helper.md.
Standard circuit description conventions:
- Use room / area names: "Kitchen Countertop Recepts," "Master Bed Lts & Recepts"
- Specify dedicated circuits: "DW (Dedicated)," "Microwave (Dedicated)," "Range (Dedicated)"
- Note 240 V loads clearly: "Electric Range 2P-40A," "A/C Condenser 2P-30A," "EV Charger 2P-50A"
- Industry abbreviations where standard: HVAC / WH (water heater) / DW / DISP / GFI / AF / DF / HR (handrail) / SUB (sub-panel) / EV
- For commercial: include room number, panel fed-from reference, connected load in VA/kVA
Append the footer block with company name, license #, documented-by, date, AHJ cycle assumed, and a note about §408.4 directory durability.

Output format:

═════════════════════════════════════════════════════════
PANEL DIRECTORY — [Panel Designation]
[Company Name from config]   License # [from config]
═════════════════════════════════════════════════════════

Location:        [Physical location]
Manufacturer:    [Mfr / Catalog #]
Voltage System:  [120/240V 1Φ / 208Y/120V 3Φ / 480Y/277V 3Φ]
Bus Rating:      [A]         Main Breaker: [A or "MLO"]
AIC Rating:      [kA]        Fed From:     [source]
Occupancy:       [Dwelling / Non-Dwelling — Commercial / Industrial]
NEC Cycle:       [2017 / 2020 / 2023 / 2026]   AHJ: [city/county/state]

CIRCUIT DIRECTORY

| Ckt# | A  | P | Type | Description              |  | Description              | Type | P | A  | Ckt# |
|------|----|---|------|--------------------------|--|--------------------------|------|---|----|------|
|  1   | 20 | 1 | AFCI | Kitchen Lights           |  | Kitchen Counter Recepts  | DF   | 1 | 20 |  2   |
|  3   | 20 | 1 | DF   | Master Bed Lts & Recepts |  | Bedroom 2 Lts & Recepts  | DF   | 1 | 20 |  4   |
| ...  |    |   |      |                          |  |                          |      |   |    | ...  |

Spaces:  [count]
Spares:  [count and sizes]
MWBCs:   [list any multiwire branch circuits — Ckts X/Y, X/Y/Z]

ISSUES / FOLLOW-UP
- [Flag 1] — [NEC reference if applicable]
- [Flag 2] — [field action recommended]

ARC-FLASH LABELING (non-dwelling panels)
- NEC cycle in force: [2017 / 2020 / 2023 / 2026]
- Label required:    [YES — hand off to arc-flash-label-generator.md / NO — under threshold for cycle / N/A — dwelling]
- Required content:  [voltage / AFB / incident energy or PPE cat / assessment date / equipment ID]

§408.4 NOTE
Circuit directories must legibly identify the purpose or use of each
circuit. Labels must be durable for the environment. Transfer this
directory to the panel-door label or laminated card.

Documented by:  [Tech name]
Date:           [Today's date]
NEC cycle assumed: [cycle] — verify against the AHJ

After the directory, include a short Internal Notes block listing:

Any circuit you tagged UNKNOWN — NEEDS IDENTIFICATION and the recommended trace method (continuity, plug-in tracer, voltage-drop method)
Any assumption made when input was ambiguous
A pointer to operations/arc-flash-label-generator.md if the panel triggers a label
A pointer to operations/nec-2026-load-calculation-helper.md if a connected-load calc was attempted
Any panel-history concern (FPE Stab-Lok, Zinsco, Pushmatic, Challenger) flagged for the customer-facing summary

What NOT to do

Do not invent circuit descriptions. UNKNOWN — NEEDS IDENTIFICATION is the right answer for any circuit the field tech couldn't trace.
Do not flag "missing AFCI / arc-flash label" using a 2026-only rule in a 2020 / 2023 AHJ. Run the cycle check first.
Do not silently rewrite the customer's labels to be "more accurate" — preserve their wording in the directory and put corrections in the Issues block.
Do not assert a panel "must be replaced" because of brand history. Flag the field concern; replacement is the customer's call with the EC.
Do not combine the directory with the arc-flash label content in one block — those are two deliverables, and the label has its own format requirements (handed off to arc-flash-label-generator.md).
Do not put company branding inside the directory grid — the directory must remain legible and durable per §408.4. Branding goes in the header block.

Worked Example 1 — Residential 200 A Service Upgrade, Portland OR (NEC 2026)

User input:

"Documenting the new panel from a 100 A → 200 A upgrade I just finished. Square D QO HOM3060L200PCAFVP, 200 A main, 120/240V single-phase, indoor garage wall, fed from new outdoor disconnect (Siemens MC2040B1200ESC). Portland, OR (city is on NEC 2026 since Oct 2025).

Circuits as installed: 1 — 20A 1P AFCI Kitchen lights 2 — 20A 1P DF Kitchen counter receps left 3 — 20A 1P DF Kitchen counter receps right (small appliance ckt) 4 — 20A 1P DF Dishwasher dedicated 5,7 — 50A 2P Range 6 — 20A 1P DF Disposal 8 — 20A 1P DF Microwave dedicated 9,11 — 30A 2P Dryer 10 — 20A 1P DF Laundry 12 — 15A 1P AFCI MBR lts/recepts 13 — 15A 1P AFCI BR2 lts/recepts 14 — 15A 1P AFCI BR3 lts/recepts 15 — 20A 1P GFCI Bath 1 recepts 16 — 20A 1P GFCI Bath 2 recepts 17,19,21 — 50A 2P + 50A 2P EV charger (Wallbox Pulsar Plus 48A) — actually 17,19 only, 2P-50A, dedicated, EVEMS-managed 18 — 20A 1P DF Hallway lts/recepts 20 — 20A 1P GFCI Garage recepts 22 — 20A 1P DF Living room lts/recepts 23,25 — 30A 2P A/C condenser 24 — 20A 1P DF Family room lts/recepts 26 — 20A 1P GFCI Outdoor recepts 27 — 15A 1P DF Smoke/CO interconnect ckt 28 — Spare 20A 29,30 — Space

Field notes: ground rod system replaced (2 rods 6 ft apart per NEC 250.53), water bonding to copper main, gas bond at meter, neutral bonded at outdoor disconnect only (not at indoor panel — sub-panel rule). Customer is Sarah Chen, 1422 Maple St."

Output:

═════════════════════════════════════════════════════════ PANEL DIRECTORY — Panel A (Main Indoor) Torres Electric License # EC-00842 ═════════════════════════════════════════════════════════

Location: Garage interior wall, north Manufacturer: Square D QO HOM3060L200PCAFVP Voltage System: 120/240V 1Φ Bus Rating: 200 A Main Breaker: 200 A (sub of outdoor disco) AIC Rating: 22 kA Fed From: Outdoor disconnect (Siemens MC2040B1200ESC) at meter pedestal Occupancy: Dwelling NEC Cycle: 2026 AHJ: City of Portland, OR (effective Oct 2025)

CIRCUIT DIRECTORY

Ckt# A P Type Description Description Type P A Ckt#
1 20 1 AFCI Kitchen Lights Kitchen Counter L (SAC) DF 1 20 2
3 20 1 DF Kitchen Counter R (SAC) DW (Dedicated) DF 1 20 4
5 50 2 std Range (Dedicated) Disposal (Dedicated) DF 1 20 6
7 (Range, lower pole) Microwave (Dedicated) DF 1 20 8
9 30 2 std Dryer (Dedicated) Laundry Recepts DF 1 20 10
11 (Dryer, lower pole) MBR Lts & Recepts AFCI 1 15 12
13 15 1 AFCI BR2 Lts & Recepts BR3 Lts & Recepts AFCI 1 15 14
15 20 1 GFCI Bath 1 Recepts Bath 2 Recepts GFCI 1 20 16
17 50 2 std EV Charger (EVEMS-managed) Hallway Lts & Recepts DF 1 20 18
19 (EV, lower pole) Garage Recepts GFCI 1 20 20
21 — — — SPACE LR Lts & Recepts DF 1 20 22
23 30 2 HACR A/C Condenser (Ded.) FR Lts & Recepts DF 1 20 24
25 (A/C, lower pole) Outdoor Recepts GFCI 1 20 26
27 15 1 DF Smoke/CO Interconnect SPARE 20A std 1 20 28
29 — — — SPACE SPACE — — — 30

Spaces: 3 (slots 21, 29, 30) Spares: 1 × 20A (slot 28) MWBCs: None

ISSUES / FOLLOW-UP

EV charger (Ckts 17/19) is wired as EVEMS-managed (Wallbox Pulsar Plus 48 A on a 50 A breaker). Confirm the EVEMS firmware is set to limit at ≤80% of breaker rating per NEC 2026 §625.42 / §750. EVEMS labeling required at the panel and at the EVSE per §625.42(C).

Smoke/CO interconnect (Ckt 27) is on a dual-function breaker. Code permits but check that the AFCI doesn't nuisance-trip on the alarm transformer; document for the homeowner.

Bonding — confirmed at outdoor disconnect (service-entrance neutral-to-EGC bond). Indoor panel correctly isolated (4-wire feeder per §250.32 sub-panel rules). Verify visually before close-out.

Grounding — two rods 6 ft apart, supplemental electrode system per §250.53(A)(3). Document on rough-in card; no further action.

ARC-FLASH LABELING (non-dwelling panels)

NEC cycle in force: 2026

Label required: N/A — Dwelling occupancy. §110.16 dwelling-unit-services labeling requirements do apply for this 200 A service equipment per §110.16(A) — confirm a permanent warning label was installed at the outdoor disconnect (the service equipment), not at this indoor sub-panel.

If the homeowner later adds a small commercial use (home business, ADU rental), revisit the §110.16 requirement.

§408.4 NOTE Circuit directories must legibly identify the purpose or use of each circuit. Labels must be durable for the environment. Transfer this directory to the panel-door label or laminated card.

Documented by: Mike Torres Date: 2026-04-25 NEC cycle assumed: 2026 (confirmed — Portland adopted Oct 2025)

Internal Notes:

All circuits identified by the installing tech; no UNKNOWN entries this run.

EV charger is EVEMS-managed at 48 A continuous on a 50 A OCPD. The §120.82(D) load calc was run separately — see the load-calc helper output filed in the project folder. Service is correctly sized at 200 A.

For the §110.16 service-equipment label at the outdoor disconnect: hand off to operations/arc-flash-label-generator.md. The outdoor disconnect is the service equipment; the indoor panel is downstream.

Federal Pacific / Zinsco / Challenger / Pushmatic — N/A; this is a brand-new Square D QO panel.

Customer plain-English directory (homeowner version): hand off to customer-service/customer-explanation-generator.md if the homeowner wants a non-trade version for their records.

Ckt#	A	P	Type	Description	Description	Type	P	A	Ckt#
1	20	1	AFCI	Kitchen Lights	Kitchen Counter L (SAC)	DF	1	20	2
3	20	1	DF	Kitchen Counter R (SAC)	DW (Dedicated)	DF	1	20	4
5	50	2	std	Range (Dedicated)	Disposal (Dedicated)	DF	1	20	6
7				(Range, lower pole)	Microwave (Dedicated)	DF	1	20	8
9	30	2	std	Dryer (Dedicated)	Laundry Recepts	DF	1	20	10
11				(Dryer, lower pole)	MBR Lts & Recepts	AFCI	1	15	12
13	15	1	AFCI	BR2 Lts & Recepts	BR3 Lts & Recepts	AFCI	1	15	14
15	20	1	GFCI	Bath 1 Recepts	Bath 2 Recepts	GFCI	1	20	16
17	50	2	std	EV Charger (EVEMS-managed)	Hallway Lts & Recepts	DF	1	20	18
19				(EV, lower pole)	Garage Recepts	GFCI	1	20	20
21	—	—	—	SPACE	LR Lts & Recepts	DF	1	20	22
23	30	2	HACR	A/C Condenser (Ded.)	FR Lts & Recepts	DF	1	20	24
25				(A/C, lower pole)	Outdoor Recepts	GFCI	1	20	26
27	15	1	DF	Smoke/CO Interconnect	SPARE 20A	std	1	20	28
29	—	—	—	SPACE	SPACE	—	—	—	30

Worked Example 2 — Commercial 480Y/277V 1,200 A Switchboard, Existing Building, Phoenix AZ

User input:

"Documenting an existing MDP at a 14,800 SF medical-office TI we just took over. The schedule on the inside cover is half-illegible. Phoenix is on NEC 2017 with local amendments for permit purposes (verified with City of Phoenix Development Services electrical bulletin 2025-08). Existing: GE switchboard cat # AKD-8 lineup, 480Y/277V 3-phase 4-wire, 1,200 A bus, 1,200 A main breaker (GE TPS, magnetic only — adjustable trip). AIC 65 kA. Fed from utility 75 kVA pad-mount. Two distribution sections plus a transformer section.

Section A (1,200A bus, 480Y/277V): 1 — 100A 3P MCC-1 (manufacturing area, decommissioned 2018, breaker on but no load — likely SPARE) 2 — 100A 3P RTU-1 (rooftop unit, north zone) 3 — 60A 3P RTU-2 (rooftop unit, south zone) 4 — 50A 3P EWH (electric water heater, central core) 5 — 100A 3P Sub-panel LP-1 (lighting and 277V loads, north) 6 — 100A 3P Sub-panel LP-2 (lighting and 277V loads, south) 7 — 60A 3P UNKNOWN — labeled 'TENANT' but no termination at any tenant equipment we can find 8 — 30A 3P UNKNOWN — half-erased label 9 — 200A 3P (Step-down xfmr T1: 480Δ → 208Y/120V 75 kVA) feeding Sub-panel HP-1 / receptacle panel 10 — 60A 3P SPARE (per existing schedule) 11 — Space 12 — Space

Customer wants a clean directory and any §110.16 / 70E concerns flagged before final inspection. Three pre-existing labels on the panel: 'DANGER — ARC FLASH HAZARD,' 'EQUIPMENT RATED 65 kAIC,' 'FAULT STUDY 2018 — REPLACE 2023.' Customer is Mesa Medical Park."

Output:

═════════════════════════════════════════════════════════ PANEL DIRECTORY — MDP (Section A) Sonoran Electric Co. License # AZ ROC-289044 ═════════════════════════════════════════════════════════

Location: Main electrical room, NW corner, ground floor Manufacturer: GE AKD-8 switchboard lineup (legacy) Voltage System: 480Y/277V 3Φ 4-wire Bus Rating: 1,200 A Main Breaker: 1,200 A (GE TPS, magnetic-only adjustable) AIC Rating: 65 kA Fed From: Utility 75 kVA pad-mount transformer Occupancy: Non-Dwelling — Commercial (Medical Office TI) NEC Cycle: 2017 (City of Phoenix per Bulletin 2025-08) AHJ: City of Phoenix Development Services

CIRCUIT DIRECTORY (Section A — distribution feeders only; sub-panels documented separately)

Ckt# A P Description Notes
1 100 3 MCC-1 (decommissioned 2018) — verify SPARE Field-trace before re-energizing
2 100 3 RTU-1 — North Zone HACR rated; verify nameplate
3 60 3 RTU-2 — South Zone HACR rated; verify nameplate
4 50 3 EWH — Central Core Mechanical Room Confirm 480V 3Φ EWH still in service
5 100 3 Sub-panel LP-1 — North 277V Lighting & Loads Schedule LP-1 documented separately
6 100 3 Sub-panel LP-2 — South 277V Lighting & Loads Schedule LP-2 documented separately
7 60 3 UNKNOWN — NEEDS IDENTIFICATION Labeled "TENANT" but no termination
8 30 3 UNKNOWN — NEEDS IDENTIFICATION Label erased; trace before re-energize
9 200 3 Step-down Xfmr T1 (480Δ→208Y/120V, 75 kVA) Feeds Sub-panel HP-1 (receptacles)
10 60 3 SPARE Per existing schedule
11 — — SPACE
12 — — SPACE

Spaces: 2 (slots 11, 12) Spares: 1 × 60A 3P (slot 10) Unknown: 2 × 3P (slots 7, 8) — TRACE REQUIRED before final inspection

ISSUES / FOLLOW-UP

Slot 1 (MCC-1, decommissioned 2018): Breaker is on but feeder is reportedly de-energized at the dead MCC. Lock out, trace conductors, and either (a) remove and re-tag as SPARE per §408.4 or (b) fully demolish per §110.27. Do not leave a "decommissioned" feeder energized at the line side of an unlabeled OCPD.

Slots 7 & 8 (UNKNOWN): Two 3-pole feeders without verifiable termination. Trace with the lineup de-energized before final inspection. NEC §408.4(A) requires the directory to "clearly and specifically" identify the purpose of each circuit — UNKNOWN — NEEDS IDENTIFICATION is acceptable as a temporary state but not as a final close-out condition.

Phase balance: Connected-load not provided in intake; cannot calculate. Recommend running a 1-week kW logger on the secondary side of the main and on each feeder to confirm phase balance before recommending any new tenant load.

Existing arc-flash label "FAULT STUDY 2018 — REPLACE 2023": The 2018 study is now ~8 years old. NFPA 70E recommends review every 5 years or whenever the system changes. The TI scope likely qualifies as a system change. Recommend a refreshed incident-energy study before re-energizing the lineup with new tenant loads. The pre-existing label cannot be relied on for current PPE selection.

GE AKD-8 lineup parts availability: GE AKD-8 is an end-of-life product line. Replacement breakers are increasingly third-party rebuilt. Document a renewal-parts plan with the owner.

Phoenix is on NEC 2017 for permit purposes — do NOT add a §230.85 emergency disconnect or a §110.16(B) 2026-cycle assessment-date label on this drawing without written confirmation from City of Phoenix Development Services that the project is being reviewed under a newer cycle.

ARC-FLASH LABELING (non-dwelling panels)

NEC cycle in force: 2017

Label required: YES under §110.16(B) — service equipment ≥ 1,200 A in non-dwelling occupancy. A label exists ("DANGER — ARC FLASH HAZARD") but content compliance is unverified and the underlying study is 8 years old.

Required content under 2017: voltage, AFB, incident energy or PPE category, equipment ID. Assessment-date is best-practice but not strictly required until the AHJ adopts the 2026 cycle.

Hand off to operations/arc-flash-label-generator.md once the refreshed study is complete.

§408.4 NOTE Circuit directories must legibly identify the purpose or use of each circuit. Labels must be durable for the environment. The current MDP directory does NOT meet §408.4(A) until slots 1, 7, and 8 are resolved.

Documented by: Daniela Reyes (Sonoran Electric, Foreman) Date: 2026-04-25 NEC cycle assumed: 2017 (Phoenix Bulletin 2025-08)

Internal Notes:

Three circuits flagged for trace before final inspection (slots 1, 7, 8). Plan a 4-hour LOTO window with the property manager.

Refreshed incident-energy study is the highest-priority follow-up. Pre-final-inspection deliverable. Hand off to arc-flash-label-generator.md once the study lands.

Sub-panel LP-1, LP-2, and HP-1 directories should be documented separately on individual panel-schedule-documenter.md runs.

The 2018 study is a real liability risk — communicate to Mesa Medical Park in writing (use customer-service/customer-explanation-generator.md if a non-technical version is needed for their facilities team).

GE AKD-8 renewal parts: brief the customer on switchboard end-of-life realities. Not a code violation today, but a 5–10-year capital plan item.

No EV / EVEMS / BESS scope in this lineup; §625 / §706 not applicable.

Ckt#	A	P	Description	Notes
1	100	3	MCC-1 (decommissioned 2018) — verify SPARE	Field-trace before re-energizing
2	100	3	RTU-1 — North Zone	HACR rated; verify nameplate
3	60	3	RTU-2 — South Zone	HACR rated; verify nameplate
4	50	3	EWH — Central Core Mechanical Room	Confirm 480V 3Φ EWH still in service
5	100	3	Sub-panel LP-1 — North 277V Lighting & Loads	Schedule LP-1 documented separately
6	100	3	Sub-panel LP-2 — South 277V Lighting & Loads	Schedule LP-2 documented separately
7	60	3	UNKNOWN — NEEDS IDENTIFICATION	Labeled "TENANT" but no termination
8	30	3	UNKNOWN — NEEDS IDENTIFICATION	Label erased; trace before re-energize
9	200	3	Step-down Xfmr T1 (480Δ→208Y/120V, 75 kVA)	Feeds Sub-panel HP-1 (receptacles)
10	60	3	SPARE	Per existing schedule
11	—	—	SPACE
12	—	—	SPACE

Worked Example 3 — Sub-panel Update After Adding a Heat-Pump Water Heater (NEC 2023, MA)

User input:

"Just added a 30A 2P circuit for a Rheem Performance Platinum 50 gal heat-pump water heater on an existing residential sub-panel. Boston, MA — MA is on NEC 2023 with 527 CMR 12 amendments. The sub-panel was last documented 2021. Sub-panel is Cutler-Hammer BR series, 100A MLO, 120/240V 1Φ, 24-circuit. Fed from a 100A 2P breaker in the main panel. The HPWH circuit is now in slots 21,23 (next to a SPARE that was there). Updated directory should reflect.

Existing 2021 schedule (from photo): 1 — 20A 1P AFCI Living rm/dining lts 2 — 20A 1P GFCI Kitchen counter L 3 — 20A 1P AFCI Bedroom 1 lts/rec 4 — 20A 1P GFCI Kitchen counter R 5 — 20A 1P AFCI Bedroom 2 lts/rec 6 — 20A 1P AFCI DW 7 — 20A 1P AFCI Bath lts (no recepts on this ckt) 8 — 20A 1P GFCI Bath recepts 9,11 — 30A 2P Dryer 10 — 20A 1P AFCI Hall lts/rec 12 — 15A 1P SPARE 13,15 — 30A 2P A/C condenser 14 — 20A 1P GFCI Garage recepts 17 — 20A 1P GFCI Outdoor recepts 16,18 — 30A 2P SPARE 19 — 20A 1P AFCI Smoke/CO 20 — 20A 1P GFCI Bsmt recepts 21,23 — SPACE — now 30A 2P HPWH (NEW) 22 — 20A 1P AFCI Bsmt lts 24 — Space"

Output:

═════════════════════════════════════════════════════════ PANEL DIRECTORY — Sub-panel SP-1 (Updated) [Company from config] License # [from config] ═════════════════════════════════════════════════════════

Location: Basement utility room (sub of main panel in garage) Manufacturer: Cutler-Hammer BR series, 100A MLO, 24-ckt Voltage System: 120/240V 1Φ Bus Rating: 100 A Main Breaker: MLO (fed from 100A 2P in main panel) AIC Rating: 10 kA Fed From: Main Panel A, Ckts 17/19 (100A 2P) Occupancy: Dwelling NEC Cycle: 2023 (MA statewide; 527 CMR 12 supplemental rules) AHJ: City of Boston ISD

CIRCUIT DIRECTORY

Ckt# A P Type Description Description Type P A Ckt#
1 20 1 AFCI LR/DR Lts Kitchen Counter L (SAC) GFCI 1 20 2
3 20 1 AFCI BR1 Lts & Recepts Kitchen Counter R (SAC) GFCI 1 20 4
5 20 1 AFCI BR2 Lts & Recepts DW (Dedicated) AFCI 1 20 6
7 20 1 AFCI Bath Lts Bath Recepts GFCI 1 20 8
9 30 2 std Dryer (Dedicated) Hall Lts & Recepts AFCI 1 20 10
11 (Dryer, lower pole) SPARE 15A std 1 15 12
13 30 2 HACR A/C Condenser (Ded.) Garage Recepts GFCI 1 20 14
15 (A/C, lower pole) SPARE 30A 2P std 2 30 16
17 20 1 GFCI Outdoor Recepts (SPARE, lower pole) 18
19 20 1 AFCI Smoke/CO Interconnect Bsmt Recepts GFCI 1 20 20
21 30 2 std HPWH (Dedicated, NEW 4/26) Bsmt Lts AFCI 1 20 22
23 (HPWH, lower pole) SPACE — — — 24

Spaces: 1 (slot 24) Spares: 1 × 15A 1P (slot 12), 1 × 30A 2P (slots 16/18) MWBCs: None

ISSUES / FOLLOW-UP

HPWH circuit (Ckts 21/23): Confirmed 30 A 2P standard breaker on #10 AWG copper. Rheem Performance Platinum 50 gal nameplate is 30 A max — verify against the actual unit nameplate before final inspection.

Sub-panel ground-bus / neutral-bus separation: Confirm neutral is isolated from EGC at the sub-panel (4-wire feeder per §250.32). MA 527 CMR 12 supplemental rules echo this; some 1980s-era homes have the bond strap still in place from when the sub was installed as a main — verify visually.

Sub-panel feed sized 100 A but adding a 30 A 2P HPWH increases connected load. Current panel is approaching capacity. Run a load calc against the sub-feed (recommend operations/nec-2026-load-calculation-helper.md set to 2023-cycle Article 220 method) to verify the existing 100 A 2P upstream OCPD is still appropriate.

AFCI on bedroom outlets — already in place per the existing 2021 schedule; no AFCI gap.

GFCI scope — basement receptacles, bath, garage, outdoor, kitchen all GFCI per existing schedule. Code-current under NEC 2023.

ARC-FLASH LABELING (non-dwelling panels)

NEC cycle in force: 2023

Label required: N/A — Dwelling occupancy. §110.16(A) general warning labels at service equipment apply at the main panel upstream; this is a downstream sub-panel.

§408.4 NOTE Circuit directories must legibly identify the purpose or use of each circuit. Labels must be durable for the environment. Print the updated directory and replace the 2021 directory inside the panel door.

Documented by: [Tech name] Date: 2026-04-25 NEC cycle assumed: 2023 (MA statewide)

Internal Notes:

Run the load calc before close-out — adding a 30 A 2P HPWH circuit on top of an existing 100 A sub may put the sub-feed near capacity, depending on heating equipment, range type, and existing demand.

MA 527 CMR 12 has supplemental dwelling-unit rules — verify nothing in this panel runs against an active state amendment (e.g., MA still requires AFCI on bedroom circuits via state amendment regardless of NEC; this sub already has it).

2021 directory should be removed and replaced; do not stack two directories.

HPWH circuit description set to "(Dedicated, NEW 4/26)" — homeowner can ID the new circuit at a glance for warranty / service purposes.

No EV / EVSE / BESS scope; not applicable.

Ckt#	A	P	Type	Description	Description	Type	P	A	Ckt#
1	20	1	AFCI	LR/DR Lts	Kitchen Counter L (SAC)	GFCI	1	20	2
3	20	1	AFCI	BR1 Lts & Recepts	Kitchen Counter R (SAC)	GFCI	1	20	4
5	20	1	AFCI	BR2 Lts & Recepts	DW (Dedicated)	AFCI	1	20	6
7	20	1	AFCI	Bath Lts	Bath Recepts	GFCI	1	20	8
9	30	2	std	Dryer (Dedicated)	Hall Lts & Recepts	AFCI	1	20	10
11				(Dryer, lower pole)	SPARE 15A	std	1	15	12
13	30	2	HACR	A/C Condenser (Ded.)	Garage Recepts	GFCI	1	20	14
15				(A/C, lower pole)	SPARE 30A 2P	std	2	30	16
17	20	1	GFCI	Outdoor Recepts	(SPARE, lower pole)				18
19	20	1	AFCI	Smoke/CO Interconnect	Bsmt Recepts	GFCI	1	20	20
21	30	2	std	HPWH (Dedicated, NEW 4/26)	Bsmt Lts	AFCI	1	20	22
23				(HPWH, lower pole)	SPACE	—	—	—	24

Skill outputs are intended as documentation aids. The licensed electrician is responsible for verifying each circuit, the directory's legibility on the panel door, and the panel's compliance with the AHJ's adopted NEC cycle.