Residential HVAC Load & Energy Calculation

Florida Building Code 8th Ed. (2023) · ACCA Manual J / S · single-family, townhouse, duplex, additions

Fill in what you know from the plan set. Fields marked * are required; anything left blank is defaulted and listed in the report's assumptions page. When you submit, the calculation runs, a PDF report is generated and e-mailed to the office (and to you if you tick the copy box). Duct layout (Manual D) is not part of this form.

1. Project

From the title block / cover sheet.

Project name *

Street address *

City *

ZIP

County *

Design location (weather)

Owner

Builder / contractor

Permit office / jurisdiction

Permit #

Plan #

Plan date / revision

Building type

Family type

Stories

Year built (existing only)

2. Building geometry & orientation

Floor plan + site plan (north arrow).

Conditioned floor area, ft² *

Average ceiling height, ft

Bedrooms *

Bathrooms

Front door faces

Worst-case (stock plan, all orientations)?

Slab / floor perimeter, ft

Occupants (blank = bedrooms + 1)

Exterior walls by orientation (length × height)

Enter gross wall length per orientation; windows/doors below are subtracted automatically. Leave empty to estimate from floor area.

Orientation	Adjacent to	Wall construction	Length ft	Height ft

3. Envelope — walls, roof, ceiling, floor

Wall sections / energy notes sheet.

Default wall construction

Ceiling / attic insulation

Ceiling area under attic, ft² (blank = floor area / stories)

Attic

Roof type

Roof material

Roof color

Radiant barrier in attic

Floor type

Slab edge insulation R

Floor covering (mostly)

4. Windows & doors

Window schedule + elevations. Group identical windows on one row with a quantity. U / SHGC from the NFRC label; blank = FBC default (U 0.40 / SHGC 0.25 in CZ2).

Orient.	Qty	Width ft	Height ft	Frame / glass	U	SHGC	Overhang ft	Sep. ft	Shade

Exterior doors

Orient.	Qty	Type	Width ft	Height ft	U (opt.)	SHGC (glass)

5. Air leakage & ventilation

Target blower-door ACH50 (max 7)

Infiltration method

Mechanical ventilation

Ventilation cfm (blank = ASHRAE 62.2)

Fireplaces

6. HVAC equipment

Mechanical sheet / equipment schedule. Leave capacity blank to get a recommended size; enter it to get the Manual S 100–115% check.

Cooling system

Stages

Make / model — outdoor + indoor (air handler / coil)

AHRI reference #

SEER2

EER2

Total cooling capacity, Btuh (at design)

Sensible capacity, Btuh (OEM data)

Latent capacity, Btuh (OEM data)

Rated airflow, cfm

Heating type

Heating make / model

HSPF2

AFUE % (gas)

Heating capacity, Btuh

Strip heat kW

Duct location

Duct R-value

Return location

Air handler location

Duct leakage

7. Water heating & credits

Water heater

Location

UEF

Gallons

Programmable thermostat

Ceiling fans (credit)

Cross ventilation credit

Whole-house fan

Indoor cooling setpoint °F

Indoor heating setpoint °F (max 72)

Appliance load

8. Rooms (optional — for room load distribution)

Room name and area from the floor plan. Loads are distributed by area in this preliminary report.

Room	Area ft²

9. Contact & delivery

Your name *

E-mail *

Phone

E-mail me a copy of the PDF

Notes for the reviewer (plan sheet references, special conditions)