The document provides 7 tips for ensuring accurate HVAC load calculations: 1. Manual calculations are needed rather than rules of thumb, as homes are more energy efficient. 2. Gather all relevant home specifications and plans upfront. 3. Test the home if any specs are unknown, such as insulation values. 4. Follow the Manual J process carefully. 5. Changing one aspect of the HVAC system changes the whole system design. 6. An oversized system can lead to inefficient operation and occupant discomfort. 7. Consider all factors that impact load - design, thermal enclosure, and internal loads.

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HVAC / BUILDING TECHNOLOGY
Looking to right-size your HVAC systems? A building science expert offers advice for getting HVAC
load calculations just right.
Arlan Burdick, building performance specialist, IBACOS
7 tips for accurate HVAC load calculations
December 28, 2011
Whether it’s for an energy upgrade or a new home, getting accurate heating and cooling load
calculations is vitally important for HVAC system design. HVAC design impacts a home’s
construction costs, comfort, air quality, durability, and energy efficiency, and load calculations will
dictate the size of the HVAC system needed in a home. The consequences for choosing the wrong-
sized system can be severe: noisy operation, inability to keep people comfortable, a failure to
maintain proper moisture control, the breakdown of the system — even a lawsuit.
Figuring a house’s load depends on a number of variables, including the climate zone, size of the
house, directional orientation, tightness of the envelope, and U-value of the windows — to name a
few. The many different situations HVAC designers encounter in the field can lead to confusion
without some guidance on how to handle them.
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IBACOS, a building science research and consulting organization and Building America team leader,
recently presented a webinar in partnership with the U.S. Department of Energy’s Building
Technologies program that dealt with the key criteria required to get accurate heating and cooling
load calculations. This is the first of a series of three webinars dealing with right-sizing HVAC
systems (parts II and III will be available through IBACOS’s Best Practices Research Alliance).
Here are some tips for ensuring reliable load calculation numbers, so grab your Air Conditioning
Contractors of America (ACCA) Manual J Version 8 and let’s take a look:
1. Put those thumbs away. If you’re an experienced home builder or HVAC design professional, you
may question the importance of running all those calculations needed to get accurate
heating/cooling loads, since rules of thumb have served you well so far. Over the last 10 or 15 years,
code requirements have risen in most states and will continue to rise for at least the next few years,
and while home construction and code requirements have changed, rules of thumb like “x number
of square feet per ton” haven’t.
With oil and gas prices climbing, more homeowners are updating their homes with better
insulation, tighter windows, and other improvements. The energy upgrades translate to rooms with
much lower loads, less infiltration, and higher retained moisture. When a home’s airtightness and
insulation values rise, its peak heating and cooling loads fall. The more high-performing the home,
the smaller its heating and cooling loads will be. The time when old rules of thumb were enough is
over — and it’s not coming back.
2. Get the right information upfront. It’s vitally important to have all the specifications and plans for
the house you’re designing the HVAC system for. If there are holes in the numbers you need, make
sure you track them down or test to obtain them. This may include doing walkthroughs of homes of
similar construction to help you understand what you’re dealing with in terms of load calculations.
For example, say you do a walkthrough of a home and discover that an attic knee wall doesn’t
include draft-stopping; This is going to change your calculations.
There are a number of issues with performing accurate load calculations on existing homes for an
energy upgrade, but the accuracy of the estimate depends upon getting as much correct
information as possible. Manual J addresses these uncertainties and offers guidance in Sections 18-
24 and Appendices 2, 5, and 6.
3. When in doubt, test. Say you don’t have the information you need or are unsure of the accuracy
of the estimated R-value and infiltration value of the enclosure. As I mentioned above, one option is
to test a similar house under construction to get the data. Similarly, if you are performing an energy
upgrade on an existing home and are missing information about the insulation and infiltration
values for the enclosure, it’s time to test. Blower-door tests can provide information on air-
infiltration rates. For insulation, you can drill a hole and drop a camera probe in to have a look.
4. Make good use of your tools. Use your Manual J procedures faithfully and exactly. Have a hard
copy near you when you’re doing your load calculations and refer to it often. Also, the ACCA
procedures have been written into commercial software packages to help designers work through
the iterations required for a good design. But keep in mind that while commercial software is an
important tool for design, it should be operated with a solid understanding of the procedures of
design. Again, accuracy is key. Since the load calculations are the first step in an iterative HVAC
design process, you can’t afford to have them be wrong. The load calculations are used to find the
right equipment size with ACCA Manual S, and used to figure the proper air-distribution system
and ductwork in ACCA Manuals T and D. If your load calculations are wrong, the rest of the design
will also be wrong.
5. Change one thing in a system and you’ve changed the entire system. At a higher level, since the
individual systems within a house are interdependent, the impacts of HVAC changes on the
durability of the enclosure, for example, can also be huge (see tip No. 6). Designers may think
they’re doing their clients and themselves a favor by using worst-case scenarios and over-
estimating their load calculations. But “fudging” the numbers a bit on one end can work out to big
errors in choosing system size.
IBACOS’ “Guide to Heating and Cooling Load Calculations in High Performance Homes,” produced
for the Building America program, proved this by taking baseline load calculations on two
hypothetical homes — one in Chicago and another in Florida — and running several possible
“safety factors,” manipulating data such as outdoor/indoor design conditions, building components,
and ductwork conditions. We then added them all together in one big worst-case scenario. The
results were telling: a 1.5-ton cooling system oversize for the Chicago house and a whopping 3-ton
cooling system oversize for the Florida house. Trust your numbers and the size of system they
dictate.
6. Beware of the short-cycle. So what if the heating or cooling system of a house is oversized? A
little extra horsepower serves as insurance, right? Wrong. In order to reach peak operational
efficiency, a system has to run as long as possible to meet loads. An oversized HVAC system tends to
short-cycle, leading to several possible risks:
Higher operational costs resulting from inefficient use of energy and wear and tear on the
equipment, causing possible failure.
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Air in the ducts fails to maintain a consistent temperature, leading to occupant discomfort and
frequent thermostat adjustments.
Inadequate removal of moisture from the air, leaving the home uncomfortably damp and a
possible breeding ground for mold. This is one of those things about HVAC system design that
isn’t necessarily intuitive — a system performs better when it runs longer.
7. Don’t lose sight of the three keys. There are three main factors to be considered when calculating
loads, and you need to be sure to address them all:
A. Design considerations. These are the location, house size, and outdoor and indoor design
conditions of the house and include such things as relative humidity, latitude, elevation, and
directional orientation of the house. Keep in mind that a house in the same climate or city, even of
the same house plan, doesn’t necessarily have the same heating and cooling loads — solar gain plays
a large part in cooling loads.
B. Thermal enclosure. This includes the windows’ U-values, the home’s insulation values and
airtightness, and external and internal shading. Just in considering a home’s windows, you need to
take into account their orientation, size, thermal conductivity, and solar heat gain coefficient. The
better a home’s enclosure, the more the windows are going to affect the loads.
C. Internal loads. These include the number of people living in the home, their electronics, lighting
and appliances, and system location and ductwork. A system where the ducts pass through a very
hot, uninsulated attic will work out to have different loads than one where the ducts pass through a
highly insulated attic.
Looking For Additional Resources?
Access IBACOS’ “Guide to Heating and Cooling Load Calculations in High Performance Homes”
on IBACOS’ website.
View the slides and archive of our webinar on “Right-sizing HVAC Part 1: Calculating Loads” on
the Building Technologies webinar archive page.
Watch the “What’s New” section of the Alliance website for more details on our upcoming
webinars, including “Right-sizing HVAC Part 2: Equipment and Sizing” and “Right-sizing HVAC
Part 3: Ducts and Registers.”
For more on IBACOS, go to: www.ibacos.com.
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