Load Calculation Summary for System Sizing

Turns your load calculation numbers, equipment choice, and site notes into a clear summary a homeowner can read.

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Before and after

BEFORE · what the owner typed

Honeyridge Heating and Air, prepared by Kevin Marsh, 319-555-0178. Customer Keiko Leblanc, 444 Groveridge Rd, Hollyglen. Ran the load calc in our software, Manual J method. Cooling load 28,400 BTU/h, heating load 31,000 BTU/h. Old system is a 4 ton AC (48,000 BTU/h) and a 80,000 BTU/h furnace. Recommending a 2.5 ton two stage AC, rated 30,000 BTU/h cooling, and a 40,000 BTU/h input furnace with 38,000 output. Two story 2,150 sq ft, 1990s build. Attic insulation is thin, maybe R-19. Big west facing windows in the family room, single pane in the sunroom. Found return duct in the basement has a disconnected joint, pulling in basement air. Upstairs bedrooms always hot per Keiko. Wants to go ahead, I'll schedule install. Didn't get price yet.

AFTER · what the skill produced

Hi Keiko,

Thank you for having us out to 444 Groveridge Rd in Hollyglen. Here is a plain summary of how we sized the new system for your home.

Your home's numbers

Cooling load: 28,400 BTU/h
Recommended AC: 2.5 ton, two stage, rated 30,000 BTU/h cooling. That is 1,600 BTU/h above your calculated cooling load.
Heating load: 31,000 BTU/h
Recommended furnace: 40,000 BTU/h input, 38,000 BTU/h output. That is 7,000 BTU/h above your calculated heating load.
Your current system: a 4 ton AC (48,000 BTU/h) and an 80,000 BTU/h furnace. The current AC is 19,600 BTU/h above your calculated cooling load, and the current furnace's 80,000 BTU/h input is 49,000 BTU/h above your 31,000 BTU/h heating load.

We ran these numbers with the Manual J method in our load calculation software.

What affected the numbers
Your home is a two story, 2,150 square foot house built in the 1990s. The attic insulation is thin, which we noted at about R-19. The large west facing windows in the family room and the single pane windows in the sunroom also add to the load.

Why we recommend this size
We recommend the 2.5 ton system because its capacity is close to what your home actually needs. A system that is too small struggles on the hottest and coldest days. A system that is too large runs in short bursts, which can leave some rooms uneven. Your current 4 ton AC is much larger than the calculated load, and we recommend matching the new equipment to the numbers instead.

Recommended items we found
Recommended now

The return duct in the basement has a disconnected joint that is pulling in basement air. We recommend repairing it, since it affects how the system moves air through the house.

Also recommended

Thin attic insulation, noted at about R-19, adds to your loads. We recommend discussing insulation options.
Your upstairs bedrooms run hot, which you have told us is an ongoing problem. We recommend having the airflow to those rooms looked at.

Next step
You told us you would like to go ahead, so Kevin Marsh will schedule your install. Questions in the meantime? Call Kevin at 319-555-0178.

Questions for the owner

What is the price for the system and the duct repair?
What install date should we offer Keiko?
Should we include the model number of the AC and furnace?
Do you want to confirm any local permit or rebate requirements before the install?
Do you want to say how and when the upstairs bedroom airflow will be looked at?

What it does

Turns your load calculation numbers, equipment choice, and site notes into a clear summary a homeowner can read. It explains what the numbers mean and why the recommended system size fits the home, using only the figures you provide.

Use it when: Use when an HVAC company needs to turn Manual J style load calculation results, equipment choices, and job notes into a plain English summary for the homeowner explaining system sizing, such as: write up the load calc, explain why we picked this size, or sizing summary for the customer.