1.I kept the flywheel and presure plate I already had and bought a Disc that was slightly smaller but has the correct spline for the t5. My truck had a 10 inch clutch on it and I found a clutch at O'Really, Part number RCF4201 it's like 9 7/8 or something very close. Also If you have a 9 Inch Clutch you can use an RCF4190 I believe, It's just under 9 and has the correct splines. I have had no problem disengaging the clutch with this setup, the center part of the disc that hooks to the input shaft looks the same as the one off my old 3 speed (Just diff, Spine).
2. I think we cut 3/8th of the Input shaft and 1/2 inch of the shaft sleeve. Then bored the mount holes out to take the old bolts. You'll also need to put bolts with lockwashers and nuts on the bottom mounts as the old one's screwed into the old tranny and now you just have holes.
Once you get your old tranny out sit them side by side and make the T5 match your old one as far as trimming the input and sleeve goes.
I haven't seen Carters Tech Article could you link me please as I can't find it.
MONGO