PickHVAC Tips: First, see the PickHVAC tip above about sizing a central air conditioner. It applies to heat pumps just as much. Secondly, Even if the line set for the new heat pump is the correct size, we recommend replacing the set or at least the fittings. Old lines and fittings are a major source of leaks. When refrigerant leaks out, the heat pump efficiency suffers. Eventually, the unit stops providing heating and air conditioning, and it might break down.
Good article, but it fails to point out that leaky return-side ducts could be drawing dust and allergens into the duct system from the enclosed spaces in which they run, e.g. between walls, below floors, attic. So duct cleaning may only be a temporary solution. The homeowner can get a home energy audit -- free in many states -- to determine if they have significant duct leakage. An Aeroseal dealer may be able to effectively seal up the duct system without needing to tear into walls etc to get to the ducts.
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Some of the research I have done suggests to have your ducts cleaned when you first purchase a new home to remove drywall dust. Maintain your system well and you shouldn't have to do it again until you want to sell. Those are the two times cleaning was suggested. So for peace of mind maybe it is a good idea to do it even if you buy a used home and then maybe every 5-10 years.
If you are using existing ducting, it will have to be inspected. Proper ducting loses around 2% to 5% of your energy. Old, leaking ducts can lose 50% or more. A contractor will need to have the ducts inspected and replace any parts ahead of time. If you are changing the size of your HVAC system because of significant changes to your home, you might need to replace the ductwork regardless.
Filtration systems -- A second-stage filter is sometimes inserted & used to remove particulates such as pets, smoking or cooking, as well as other odors, gases, and VOCs (volatile organic compounds). A HEPA filter is also available to remove spores, pollens, bacteria and lung-damaging particles. There are also systems that use ultraviolet (UV) light to protect against bacteria and germs.