How to Determine the Correct Size for a New HVAC System

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Servicing an HVAC Unit
Servicing an HVAC Unit

Homeowners today have a good selection of different types of HVAC systems to consider. The best type is usually determined by your environment. Swamp coolers are made just for use in hot dry locations. Central air conditioner and heaters work well for most of the country. Heat pumps are very efficient but are expensive to install. The list goes on and on. The thing they all have in common is that they should be properly sized for the structure they will serve.

Furnaces that are too large tend to cycle off and on continuously. A central system that is too large may be less effective at dehumidification than a correctly sized AC unit. And it goes without saying that a larger unit costs more going in. A too-small system works too hard to keep up. But a properly sized system will do the right job for the environment at maximum efficiency.

Contractors Shouldn’t Rely on Rule of Thumb

Too many contractors rely on “experience” or an “educated guess. Bad idea. It’s much better to use worksheets designed by the Air Conditioning Contractors of America (ACCA). They are far more accurate because they take into account individual actual conditions. These include the amount and type of insulation, the size of the home, the size and glazing type of windows, air leakage, lighting, and home appliances.

To make these calculations, the International Residential Code, which is the dominant building code in the U.S. should be followed. It requires that heating and cooling equipment be sized with the help of Manual J, or a similar approved methodology. However, the rule is too often ignored. Studies have demonstrated that heating and cooling equipment is far too often over-sized, often by as much as 200%.

So before you hire a contractor, this is one thing you should quiz him about. Does he follow this protocol (even though your local code may not require it)? After all, a new HVAC system is a big investment and it’s your investment, not his.

Other Ways to Determine HVAC Size

If you really want to be sure that all the factors are being figured correctly, do it yourself and follow Manual J. You will need to determine the U-factors of building components such as windows, doors, insulated walls, determine the “outdoor design temperature” for your area, take an estimate about airtightness, and finally use a heat-loss formula to determine how much energy in Btu your home loses through the building exterior.

You can also hire a pro. This might be a certified HERS rater, a mechanical engineer, or an energy consultant. You may be spending a bit more time and money up front, but generally speaking, contracting a trained professional third party who has no vested interest in selling you a particular brand or size of unit is far preferable to trusting a seat-of-the-pants estimate that might be questionable.

In any event, always be sure that you and any contractor are on the same page before any work begins. Whenever this much money is involved it is always in your best interest.

I hope this information on determining the correct size for a new HVAC system has helped you. If so, pass the URL along to your friends. Thanks for visiting!


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About the author:

Photo of Kelly R. SmithKelly R. Smith is an Air Force veteran and was a commercial carpenter for 20 years before returning to night school at the University of Houston where he earned a Bachelor’s Degree in Computer Science. After working at NASA for a few years, he went on to develop software for the transportation and financial and energy trading industries. He has been writing, in one capacity or another, since he could hold a pencil. As a freelance writer now, he specializes in producing articles and blog content for a variety of clients. His personal blog is at I Can Fix Up My Home Blog where he muses on many different topics.


How to Select a Roofing Contractor


A new roof with a dormer
A new roof with a dormer

It’s simple. If you have a home you have a roof. Just as a residential fence protects your yard, your roof protects the interior of your home. Even renters need a roof although your landlord is generally liable for repairs like roofing and siding. But if you need to select a roofing contractor here are the things you need to know since a new roof is a rather large investment.

First, Decide on What Kind of Roofing Material You Want

You basically first have to choose between a metal or shingle roof. This is important because some contractors do it all but some simply focus on one kind of material. You don’t want a contractor to “practice” or “train new hires” on your dime.

Metal roofs will cost you more but they last longer and are very fire resistant. Consider this if your home is in the vicinity of fires spread by the Santa Ana winds.

Questions to Ask Potential Roofing Contractors

You can create a short list by going to a service like Angie’s List or Networx. You can also ask neighbors who have recently had roof service. After you have a short list it’s time to ask some questions.

  • Do you use nails or staples? Nails are far superior in windy conditions.
  • Have you ever had to deal with a mechanics lien? If so, it generally means he hadn’t paid his workers in a timely manner. Not a good thing.
  • Are you bonded? Do you carry Workers compensation and contractor’s liability insurance? The answer should be a resounding “yes.”
  • Are you willing to sign a binding contract? Life happens to all of us but nothing is worse than a roofing contractor pulling off the job halfway through to deal with something else.
  • How is your record with the BBB.

These are just some things you need to ask before signing on the dotted line. Protect yourself and your pocketbook.


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Should You Do Your Own Electrical Repairs or Upgrades?

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This can be a tricky issue. Usually it boils down to:

  • Are you competent to complete the task?
  • Does the local electrical building code specify a licensed electrician and building permits?
  • What is the scope of the remodeling project?

Regular Maintenance or Full-Blown Remodeling Project?

We all have situations where we are simply fixing small issues. These usually involve tasks such as replacing GFCI receptacles in the bathroom or kitchen, replacing ceiling fans, and hard-wiring a new oven. These are likely considered regular maintenance.

These are all things that the average homeowner can handle. A project that goes beyond that may involve having to pull building permits and having the job inspected and signed off on. In this case you will likely have to hire a licensed electrician. Always check you local code to be sure.

For example, if you are doing a kitchen remodel, there is likely to be some electrical work. Kitchens are very electric-intensive because of all the appliances. Plus, there is the issue of water and electricity. They don’t usually play well together.

Bathroom remodels face similar issues. There might not be so many appliances but the water issue is at least, if not more, critical. With kitchen and bathroom issues you will likely have to hire a licensed electrician.

Preventative Maintenance for Electrical Repairs

We never know when electrical problems will arise. Who among us has had a circuit breaker or fuse trip in the middle of the night? (It’s always at the worst possible time, right?)

Anyway, now is the time to cover your backside, before fate slaps you upside the head. The most basic thing you can do is to map electrical circuits. This way, when you do have an issue in the wee hours or you are wiring an appliance, you will know just which breaker is involved. The builder made these decisions and they don’t always follow logic.


Speaking of the circuit breaker box, I always keep a padlock on mine. Why? Well, it just happens that one of the things that would-be burglars will do is to flip the main switch to cut power to your house.

Does this qualify me as a bona fide paranoia whacko? Perhaps, but at least I’ve got my (imaginary) ducks in a row (or mallards in a queue if you are reading this across the pond).

The bottom line of this post is that you should know which electrical projects you can and should tackle from both a legal and frugal standpoint. Stay safe and enjoy your kilowatts.


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Springtime is Roof Inspection Time


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The roof of your home, whether a shingle or metal roof should be inspected, and have repairs done if needed, twice a year. The time corresponds to the season. Specifically, during the spring and during the fall. This is especially important in areas that experience snowfall. I don’t get any snow (well, maybe once every ten years).

These inspections grow increasingly more important the older your roof is. I have found that shingle manufacturer’s “guaranteed lifetime” are wildly optimistic and are basically a marketing tool.

Some Considerations During a Roof Inspection

The fact is that composition shingle roofs don’t last forever. What that means is that right after installation you shouldn’t have any issues but as time goes on you will have more and more. At some point it will make more sense to just bite the bullet and replace it.

  • If you are knowledgeable and know what to look for you’re gold. If not, have a reputable roofing contractor determine if you need a new roof or shingle repair.
  • If you do need a new roof and decide to do the job yourself you will need to know how to estimate how many shingles you will need.
  • On the other hand, if you are going to farm the job out it is important to know how to select a roof contractor. The industry is notorious for fly-by-night contractors. This is especially true if you need a new roof because of damage from a hurricane or other natural disaster. Some contractors flock in from out of state and take advantage of folks that already have enough to worry about. These contractors are often called “storm chasers.”
  • For minor damage repair such as fixing shingles, in many cases the average homeowner can do it himself. Just be sure to follow all the safety rules. I’m certainly not suggesting that you climb up on the roof if you don’t know what you are doing.

I hope you found this information helpful. Your roof might just be the most important component of your home. After all, if it goes, everything below will be exposed to the elements.
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