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Is a Manual J Load Really Necessary on Residential Retrofits?


Posted On February 27, 2023

Why is it essential to provide a load calculation before retrofitting a new heating and cooling system in an older house? To make sure the right-sized systems get installed, use Manual S. To design the proper distribution system, use Manual D. Neither of these, though, can be performed without having done a Manual J calculation first.

Why does everything have to be so progressive? An industry full of real-world, detached experts tells residential installers that we should perform load calculations anytime we change a system. Sure, I can understand new construction mandates. Everything is drawn out and perfectly planned. But ask anyone who installs retrofit HVAC systems in 20- to 50-year-old homes, and we’ll tell you nothing ever goes as smoothly as the salesperson told the customer it would.

Let’s discuss a few things:

  • I have been in the industry since 2010. Been through a few load calc classes and I still can’t get it right!
  • The 1% summer design temperature was 8% in 2022. Customers don’t care about a 30-year average.
  • Who has a design specialist at the average “mom-and-pop shop”?
  • The five questions to ask to bridge the gap between design software and the way that the house will perform after the new system goes in.
  • Like this article, I have limited time to get in, present, and get out.

It’s Not Just Me

Three times, I attended a course from our local utility company on how to perform load calculations with popular design software. Over two days, we learned to draw the house, input R-values, U-values, insulation levels, shading, and other building envelope details needed to perform a Manual J.

I’ve run a successful, double-digit net profitable business that has grown year-over-year by 15% to 20% each year since it started. So I’m pretty savvy at learning, understanding, adapting, and executing tasks. But for the life of me, I cannot figure out how the numbers they have me enter in class compute to a 2.5-ton system for a 2,000-square-foot home.

Fox Family Heating & Air Conditioning serves Rancho Cordova and Sacramento, and Northern California. If you’re looking to schedule HVAC service in these areas, give us a call!

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