Sink fixture and water filter fit worksheet

Project snapshot

Item	Notes
Project type	Faucet only / sink and faucet / RO under sink / whole-house filter / combination
Reason for change	Leak / taste / odor / lead concern / sediment / remodel / fixture failure / other
Water source	Public utility / private well / shared well / unknown
Latest water report or test reviewed	Yes / no / not available
Existing shutoff valves work smoothly	Yes / no / unknown
Visible leaks, swelling, mold, or cabinet damage
Licensed plumber or water-treatment pro needed	Yes / no / to be decided

Sink and faucet measurements

Measurement	Notes
Sink deck hole count
Hole spacing or escutcheon width
Countertop thickness near faucet
Faucet height limit from window, shelf, or cabinet
Faucet reach to basin center
Pull-down hose clearance below sink
Side sprayer, soap dispenser, air gap, or RO faucet location
Backsplash clearance for handle movement

Under-sink space check

Constraint	Notes
Cabinet width and depth
Disposal, trap, or dishwasher hose conflicts
Cold-water stop valve access
Hot-water stop valve access
Drain tailpiece space for filter or RO connection
RO tank footprint if planned
Filter cartridge removal clearance
Leak tray or water alarm location

Water-quality decision notes

Concern	Evidence to collect before buying
Chlorine taste or odor	Utility report, filter certification target, expected cartridge cost
Sediment	Photos, whole-house versus point-of-use need, prefilter access
Lead concern	Service-line material, certified reduction claim, local utility inventory
Private well	Lab test results, treatment professional notes, maintenance schedule
Hardness or scale	Water hardness result, softener versus filter scope
PFAS or other contaminant	Lab report and certified treatment claim for the specific contaminant

Compare fixture or filter options

Criteria	Option 1	Option 2	Option 3
Product or system name
Matches hole count and deck thickness
Certification or standard cited
Required cartridge or membrane interval
Annual replacement cost estimate
Drain, electrical, or air-gap requirement
Installer notes or exclusions
Warranty and support details

Installation handoff questions

• Which shutoff valve controls the fixture, and does it need replacement?
• Will the scope include new supply lines, adapters, escutcheon, drain parts, or air gap parts?
• If an RO system is planned, where will the tank, filters, faucet, and drain connection sit?
• If whole-house filtration is being discussed, where is the main line accessible and how will bypass valves be arranged?
• Will any work require a permit, inspection, pressure-reducing valve check, or water heater expansion-tank review?
• How will leaks be checked after installation and again after the first day of use?

Red flags to slow down

• The product claims broad contaminant reduction without naming a certification or standard.
• The faucet needs a hole, air gap, or electrical outlet that the sink area does not have.
• The under-sink cabinet has swelling, mold smell, active dripping, or a stuck shutoff valve.
• A private well issue is being treated from taste alone without a lab test.
• The quote skips cartridge access, drain connection, bypass valves, or maintenance cost.
• Anyone suggests bypassing permits, pressure controls, or backflow requirements.