I only laugh because I hope you don't assume that because someone has a PE and title of "Engineer", you assume that what is on the plans is the right equipment for the application with what you're trying to accomplish. That said, I have no doubt a engineer is smarter than myself, but off the record, sometimes I wonder about their common sense.
Per trust, I've found it can only be developed over time. When it comes to choosing a specialty contractor and dealing with new people, just like a homeowner, get multiple bids, talk to the contractor, and don't be afraid to ask questions that may make you look like an idiot (you're not the expert, they are) and see how everyone responds. From my own experience, the better people to deal with who stand behind their word / work are not always the cheapest.
That is sort of the crux of my concern. We have a large old brick house in zone 5a that has remained a summer only house for 100 years (w/ one winter exception where it was rented to a who got by with space heaters and the old space heater in the kitchen. In the end he absconded and left a massive bill.
We want to convert the house to a year-round residence for us. The house is a 2 story brick structure with a large chimney in the center. Rubble stone cellar and a wood frame 1 story addition. House is about 1,600 sq ft for the 2 floors w/ no insulation so we’ll need to sort out insulating the attic and add storm windows which is about the extent of what we can do (yay old brick walls). The is an 800 sq ft wood addition added in the 20’s that we’ll sort out later (likely add a wood burning stove to make it usable during cold weather until we can insulate it properly).
Because the place is old, duct work is a non-starter, except possibly for the high velocity forced or type tubes the Unico systems use. So we are leaning towards hot water radiators of some type (baseboard, wall amounted or free standing cast iron). As NG is available (line was recently upgraded and new service installed) a NG hot water furnace is our current thinking. But the memory of the that enormous gas bill in the 70s haunts us.
We have plenty of space and digging is easy in our sandy loam (no rocks) so geothermal has been considered. We would likely need to go w/ a vertical deep system Instagram of a horizontal ground loop. My concern is the changing nature of sand to conduct heat, very good when wet, marginal when dry, would lead to too much variability in output.
So remembering the gigantic gas bill of yore, We are considering a hybrid system combining a gas boiler with a wood boiler, possibly a combination system, wood is no issue as we have plenty of acreage and even if we had to source it elsewhere truckloads of green wood is affordable in the area if you are buying at the right time of year, so with a little planning wood availability would not be a concern even if we never cut any of our own.
So given all this perhaps our concern with who we hire for the work. Our place is a bit of an unusual job. so thinking it would be good to research as much as possible and design something and get a pro in to look it over and make changes and corrections needed. We live in a house with hot water heat and big radiators and find it extremely comfortable.
Thinking of doing some diy on the job. If we go with an OWB or indoor wood furnace (in an outbuilding 60 foot from the house) burying the insulated lines is well within my ability. Thinking I could install the rads as well, but type, sizing and placement are the real challenges, especially in an old house. Our plan is to do the first floor of the brick house, closing off the upstairs with a hatch during the winter, heating only the 800 sq ft first floor. Plumbing the first floor will be relatively easy, but chasing heating pipes up to the second presents challenges, but we have figured out the best routing of the heating pipes. Radiators and installation will be a large part of the cost and needs to be done right, so spending time studying the history of hot water and steam radiators and finding a lot of interesting stuff about their design after the 1918 pandemic.
For the heating originally was thinking pex in the house, but have seen some really nice diy systems where black pipe was fitted to the purpose and I thought that looked good and practical.
If we go with some sort of dual system heating with wood and NG I would think a heavily insulated hot water tank in the system, allowing a hot burn (gun and run?) on the wood boiler to build up a reserve of hot water that can sustainably heat the house between burns with the NG in reserve in case no one feeds the boiler. Reliability is of the first priority so if something happens to me my DS would not be up Schitts Creek. Some sort of electrical backup is also a priority so any system we use (following the Power Wall thread and any Generator threads with great interest).
So the brains for such a setup would be important (Lambda controller?).
So I guess I could just hand the whole mess to a pro and pray (very hard) for a good outcome for our money. Up in the country there are about 30 inches of snow and the outside temps are currently 22° f outside and my trusty WiFi thermometer is saying the kitchen is 29°.
Very different setup from the OP, appreciate any advice.