DIY Load Calc Information Collection Form

Information Needed for DIY HVAC Load Calculations

Please provide the information requested below. Provide as much information as possible. If not sure of anything, just enter "not sure". Most house feature information does not need to be super precise. It's OK to take your best guess. We may contact you to clarify information, if needed.
Your Information
Your Name*

First NameLast Name
Your Company Name*
if you are the homeowner, put n/a here and enter "Homeowner" in the next field.
Your Role On This Project*
e.g., HVAC contractor, architect, general contractor, homeowner, etc.
Your E-mail*
example@example.com, This is how we will contact you.
Your Phone Number*
We will call you unless we need to.
Project Information
Project Name*
e.g., Jones Residence, 123 Main Street, Davis Remodel, Project from Hell, etc.
Project Address*

Street Address

Street Address Line 2

CityState

Postal / Zip Code (optional)
Floor Plans

Please scan your house using the CubiCasa App. Please follow the instructions carefully on their website www.cubi.casa They also excellent provide tutorial videos on how to use their app. If you already have good quality scaled floor plans, we can use those.

Photos of House

Please photograph the entire exterior of your home. Be sure to capture all windows and wall surfaces. Take as many photos as you need. We will send you a link to upload your files.

Insulation Levels

Some of the questions below will as for R-values. The following guide is a good resource for how to determine these: click here
Year Home Was Built
Take your best guess.
Conditioned Floor Area (square feet)
Only include conditioned space. Do not include unconditioned garage or sun rooms. Take your best guess.
What direction does the "front" of the house face? Pick the closest.

NorthNortheastEastSoutheastSouthSouthwestWestNorthwest
Please briefly describe what you consider the "front" of the house.
e.g., side facing street, side with entry door, side with garage door, etc.
Predominant Exterior Wall Construction Type and R-value
e.g., 2x4 R11, 2x4 R13+R4 sheathing, 2x6 R19, etc. If there are multiple types please describe
Predominant Exterior Ceiling Construction Type and R-value
e.g., flat truss R19, 2x12 rafters with R30, etc. sheathing, 2x6 R19, etc. If there are multiple types please describe
Attic: Is the attic vented or unvented (insulation at roof deck rather than ceiling)?
Predominant 1st Floor Construction Type and R-value
e.g., slab on grade no insulation, raised floor over crawlspace, etc.
Predominant Upper Floor Over Unconditioned Space Construction Type and R-value
(only if home has multiple stories) e.g., R19 over garage, R19 over open space, etc.
Predominant Windows: Number of panes of glass in windows

Single paneDouble paneTriple paneDouble pane with storm windowOther
Predominant Windows: Frame type

MetalVinylWoodOther
Predominant Windows: Glass type

ClearLow-E (low emissivity coating - newer high performance windows)Tinted (dark shade, like car tinting, or exterior shade screens)Other
Duct Location and R-value (after project is complete)
e.g., R-6 ducts in attic, R-4 ducts in crawlspace, ducts in conditioned space, etc.
Does the house have skylights?
Please describe size, type (see windows types) and which rooms they are in.
Do any of the rooms have raised or vaulted ceilings?
Please describe highest point, direction of slope and what room they are in. Please show on plans.
How many HVAC systems will this house have?
If more than one, please describe which rooms will be served by each system.
What type of HVAC system(s) do you currently have?
e.g., Split system gas/electric, central heat pump, mini-split heat pump, wall furnace, etc.
What type of HVAC system(s) do you plan to install?
e.g., Split system gas/electric, central heat pump, mini-split heat pump, wall furnace, etc.
How would you describe the leakiness of the house (infiltration)?

TightSemi-TightAverageSemi-LooseLooseOther
(Note regarding infiltration: anything worse than "Average" is probably worth taking steps to improve. The test that can measure how leaky a house is and help find the leaks is called a "blower door" test. Look around for someone in your area who provides this service. Look for "HERS Raters", weatherization contractors or home performance contractors. Also check with your utility to see if the offer rebates or services for this.)
Any additional notes/comments:
Should be Empty:

Information Needed for DIY HVAC Load Calculations

Your Information

Project Information