Manual J Load Calculations vs. Rules of Thumb

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Manual J Load Calculations vs. Rules of Thumb

This sample of Manual J results shows that the old way really needs to die

Posted on Sep 7 2016 by Allison A. Bailes III, PhD
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We do a lot of heating and air conditioning system design at Energy Vanguard. Alexander Bell, who goes by Andy, is our design wizard, and I've been getting involved with the process again lately.

When I talk to potential clients, a lot of them tell me their contractor wants to size their air conditioner using a rule of thumb. The rule is usually something like this: Install one ton of air conditioning capacity for every 500 (or 400 or 600) square feet of conditioned floor area. How far off are they? Let's take a look.

A bit of our Manual J data

True HVAC(Heating, ventilation, and air conditioning). Collectively, the mechanical systems that heat, ventilate, and cool a building. designs always start with a load calculation. So we can look at the data. The graph below shows data for just a few buildings we've done in the past few years. Forty of them, to be exact. We’re in the process of putting all our data into a spreadsheet so we’ll have more to show later.

On the horizontal axis, I plotted the conditioned floor area, in square feet. On the vertical axis, I plotted the cooling load divided by the floor area, or square feet per ton. Remember, when HVAC contractors use rules of thumb to size air conditioners, they usually pick a number between 400 and 600 square feet per ton.

Here's what our data show.

Note that not a single one of these load calculations was as low as the high end of the typical range used in rules of thumb. The low number on that graph is 624 square feet per ton. The majority of the cooling loads shown here are above 1,000 sf/ton. Only eight are below 1,000 sf/ton.

In case you're wondering, I threw out the data for cooling loads in cold climates when I plotted this graph. We had one in Maine that was nearly 4,000 sf/ton, but that’s not really relevant because Maine doesn’t have much of a cooling load. Probably a majority of the homes there don’t even have air conditioning. Most of the homes in the sample set were in the Southeastern U.S., including Texas, but we had a couple in California and several in the Midwest as well.

The average of the 40 shown above is 1,431 sf/ton. Yes, that's about a thousand sf/ton higher than the common rule of thumb in use.

"But wait," you say, "cooling load isn't the same as air conditioner size. Didn't you tell us that you have to adjust the air conditioner size when you do Manual S?" Why, yes. Yes, I did. Most of the time, the air conditioner size will be larger than the cooling load.

But we're usually talking maybe 10%. So instead of 1,431 sf/ton based on the load, the actual AC size might give us 1,300 sf/ton.

That's till a lot different from the 500 sf/ton rule of thumb. Oh, and that 10% difference is usually offset by the oversizing inherent in Manual J.

Five facts about load calculations

Here are a few points that came up in the comments to the article and on LinkedIn and Facebook as well as some takeaways that I feel need to be emphasized.

1. No matter the number, you can't use square feet per ton to size air conditioners. I posted the square feet per ton results we got from 40 Manual J load calculations in hot and mixed climates. The average was 1,431, but you can't use that to size air conditioners. You have to do an actual load calculation. Those 40 results ranged from a low of 624 to a high of 3,325 sf/ton.

2. If you tell me that your load calculations average 400-600 square feet per ton, I assume you're not doing them correctly. Is it possible that homes meeting current building and energy codes need that much air conditioning? Yes. If they have a lot of window area, they face west, and are in states with weak codes. My friend Mike MacFarland of Energy Docs in California gets 1,500 sf/ton for retrofits and achieved 3,350 sf/ton for a new zero energy home. And their design temperatureReasonably expected minimum (or maximum) temperature for a particular area; used to size heating and cooling equipment. Often, design temperatures are further defined as the X% temperature, meaning that it is the temperature that is exceeded X% of the time (for example, the 1% design temperature is that temperature that is exceeded, on average, 1% of the time, or 87.6 hours of the year). is 102° F so don't tell me this doesn't apply in Florida or Arizona.

3. You need room-by-room load calculations to get the air flow right. Contractors who use whole-house rules of thumb often don't get the right amount of conditioned air for individual rooms. The result is one of the most common homeowner complaints: rooms that are too hot or too cold. (Of course, enclosure problems also play a role in this.)

4. The square feet per ton you get from Manual J still gives you an oversized system, even when you do it correctly. Mike MacFarland says he finds that Manual J results in equipment with 20-40% too much capacity. David Butler says 15%. In my own condo, for which I've measured AC runtimes for the past two years, I'm seeing about 75%. (I'll write more about my condo soon.)

5. It's easy to get whatever load you want when you do a Manual J load calculation. I've written about this before. Putting in the wrong values for windows is an easy way to add load, as is putting in too many people, using exaggerated design temperatures, and the wrong orientation. If you want 500 sf/ton, it's not hard to produce a Manual J load calculation that gives you that number. I don’t think it’s a matter of someone starting out thinking they want to hit 500 sf/ton. It’s more a matter of not believing the lower loads and changing design temperatures, number of people, and other factors to match what they believe are the correct conditions to model. That’s not the right way to do it, though.

Designing an HVAC system starts with proper sizing. Look at the square feet per ton number you get to see if you're in the ballpark. If the number is less than 1,000 sf/ton, there's a good chance the number is wrong.

Rules of thumb must die. Start with a real load calculation.

Allison Bailes of Decatur, Georgia, is a speaker, writer, building science consultant, and the author of the Energy Vanguard Blog. Check out his in-depth course, Mastering Building Science at Heatspring Learning Institute, and follow him on Twitter at @EnergyVanguard.


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1.
Sep 7, 2016 8:37 PM ET

Unit size increments
by Jody Keppers

What I have often had mechanical contractors tell me is that trying to precisely size mechanical equipment is a waste of time because equipment isn't available that precisely fits the loads anyway. The equipment is sized in 20,000 - 50,000 BTU Increments, they'll say. I'm in Minnesota, so they're usually talking about heating rather than A/C, but the principle is the same. Is available equipment size something that needs to be considered?


2.
Sep 9, 2016 9:55 AM ET

Response to Jody Keppers
by Allison A. Bailes III, PhD

Jody, yes, equipment size definitely needs to be considered. Yes, with low-load homes — and many new homes today fall into this category — getting equipment with a low enough capacity can be a problem. But that's no excuse to skip the important step of proper HVACi design. Here are a few reasons:

  1. Without a full room-by-room load calculation, you don't know how much heating and cooling each room needs. This is a common source of problems with rooms being too hot or too cold.

  2. The same floor plan can vary significantly in its heating and cooling load just by rotating the building and changing the solar gain. Then throw in differences in insulation, airtightness, window specs, and all the other factors that go into the load calculation and the only way to get away with skipping proper design is to greatly oversize the system. But that doesn't solve all the problems and it creates others.

  3. The load calculation is only the first step. Once you know the room-by-room loads, you do Manual S to select the equipment. The actual equipment size is usually different from the load. I wrote about this before here.

You should never hire any contractor who says that proper sizing is a waste of time. They're wrong and their customers suffer for it.


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