Metered history
Twelve months of utility bills, plus the Manual J design temperatures for your area. Estimates end where measurement begins.
Methodology
Explicit-input models with visible formulas, dated baselines, machine-checked test cases, and a stated verification boundary. Screening-grade arithmetic for HVAC work, not a Manual J load study.
The principle
Each calculator is a fixed formula over labeled inputs. There are no hidden scores, no black-box adjustments, and no location lookups: the numbers you type, plus the stated defaults, fully determine the outputs. Every calculator page shows its formula, and every calculator ships with automated test cases that fixed inputs must reproduce before publication.
Units and conventions
kW measures rate of use; kWh measures accumulated use. Cost always derives from kWh multiplied by a rate, never from kW alone. Heating fuel derives from delivered BTU divided by equipment efficiency (AFUE, COP, or HSPF).
Rates are entered in cents per kWh and converted once, at a single documented step, to dollars. Displayed money rounds to cents; intermediate values keep full precision so chained steps do not drift.
Cycling equipment (compressors, furnaces, thermostats) is modeled as rated capacity times effective run hours. Where duty is uncertain, the input stays editable and the assumption stays labeled, rather than being buried in a fixed factor.
Outputs are screening-grade: good enough to rank options, size a first pass, or check a quote. They are not ACCA Manual J, Manual D, or Manual S calculations and do not replace a room-by-room load study or a licensed contractor design.
Method by category
Rule-of-thumb sizing from floor area, volume, or design temperature difference. These are block-load screens; final equipment size follows an ACCA Manual J room-by-room calculation and Manual S selection.
Airflow from the sensible-heat relation (CFM = BTUH / (1.08 x delta-T)) and duct area from the continuity relation (area = CFM / velocity). Final layouts follow ACCA Manual D friction-rate and fitting-loss practice.
SEER2, EER2, HSPF2, COP, and AFUE are used as defined by DOE test procedure: seasonal ratings price seasonal energy, steady-state ratings price peak draw. EER converts to COP exactly (COP = EER / 3.412); EER to SEER has no exact conversion and is labeled as a rough guess.
Delivered heat divides fuel energy by equipment efficiency: gas and oil by AFUE, heat pumps by COP or HSPF, electric resistance at COP 1. Fuel energy uses EIA heat content (heating oil about 138,500 BTU per gallon, propane about 91,500).
Superheat and subcooling compare measured line temperatures against saturation temperatures from the refrigerant pressure-temperature relationship. Target superheat follows the standard return-wet-bulb and outdoor-dry-bulb relation for fixed-metering cooling operation.
Payback divides net installed cost after rebates by first-year savings. The repair-versus-replace screen multiplies the quoted repair by equipment age against the industry 5,000 rule, bounded by a 15-year expected life.
Sources and baselines
National figures (for example, fuel heat content and average energy prices) come from U.S. Energy Information Administration tables and carry their data year. A yearly site review checks defaults against the newest release.
Where practice is discussed, ACCA Manual J, Manual D, and Manual S are cited as context for why a rule exists, never as design instruction. The locally adopted code and the authority having jurisdiction always govern.
Typical capacities, COP ranges, and equipment lifespans are labeled as starting points. Nameplate data and manufacturer sheets replace them during verification.
Verification protocol
Twelve months of utility bills, plus the Manual J design temperatures for your area. Estimates end where measurement begins.
Rates, tiers, windows, fixed fees, demand charges, ratchets, and riders exactly as billed this month.
Actual nameplate capacity, efficiency ratings (SEER2, AFUE, COP), and run behavior of the installed equipment.
Shading, orientation, service capacity, and coincident loads that no generic model can see.
A licensed HVAC contractor confirms the conclusion before money is spent.
Fuel-price baselines are dated starting points, not live utility feeds. Calculator results are screening outputs, not utility bills, quotes, permits, or guarantees.
Known limits
Nothing here determines whether an installation meets code. Sizing, protection, wiring methods, and clearances are field decisions under the AHJ.
Sizing tools estimate block loads. Which rooms peak together, and duct-by-duct losses, require a room-by-room Manual J the tools do not perform.
Escalation and degradation inputs project arithmetic, not the future. They show sensitivity to assumptions; they do not predict rates, weather, or performance.
Public baselines never describe your account. Two neighbors on different tariffs can have legitimately different bills for identical usage.