How to Pass Load Calc Requirements for a Permit
Inspectors are rejecting rule-of-thumb sizing. Here’s what a permit-ready ACCA Manual J submittal actually has to show — and how to produce one without stalling the job.
By Chris Morin
HVAC Pro Blog Since 2012

Outdoor Reset & ECM Pumps
Outdoor reset pays back quickly for the life of the boiler — if the technician installs it correctly and teaches the homeowner to use it.
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Why do we have Sizing Limits?
Code sizing limits treated as a nuisance, and why a load calculation run after installation renders the whole process useless.
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TXV Hunting Season
Early-season maintenance in cold mornings and R-410A valves that hunt — what to expect long before the units are needed in July.
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Diagnosing Improper Fixed Orifice Sizes
A cut-and-dry procedure for identifying the wrong fixed orifice, and the case for field-installing a TXV instead.
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No Bubbles, No Troubles!
The old sight-glass adage, and why a clear glass does not tell you the TXV has the subcooled liquid it needs.
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Site Survey: Area-Weighted Average R-Value
Attic insulation is hard to pin down on a quick sales call. The worksheet that turns what you saw into an area-weighted average R-value.
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New England: HRV or ERV?
HRV or ERV in a tight New England home: the freezing issue, the latent load, and choosing a balanced system you can control.
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Duct Gains: Why do we hate R-8?
Duct leakage gets tested; duct insulation gets a checkbox. The simple math for what poorly installed R-8 actually costs.
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Over-sized Equipment No More!
Regional standards, code-required load calculations and tighter homes still have not stopped gross oversizing. Why four and five ton systems should be variable speed.
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The #1 Item Missing from High Efficient HVAC Installations
Nobody plugs a new television straight into the wall socket. The protection routinely left off high-efficiency equipment.
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Sizing Humidifiers & Ancillary Dehumidifiers
Whole-house dehumidifiers are not sized by square footage. The Manual J block load procedure most technicians have never been shown.
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Enhancing Customer Service in HVAC Sales
Practical strategies for turning routine HVAC service into the memorable experiences that produce repeat customers.
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Why Your Golf Skills Are Your Secret Sales Weapon
What lining up a tee shot has in common with selling a comfort system — considerably more than it sounds.
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HVAC: Become a Master in 5 Years!
Gladwell’s ten thousand hours applied to the trade — the argument that HVAC mastery is a five-year proposition.
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A Successful Technician
A ballplayer succeeds batting .300; a technician diagnosing correctly a third of the time does not. What actually separates a good one.
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Perception: The Service Technician
The pride a service technician once took in representing the company, and an honest look at what changed.
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4 Things a Quality Contractor Would Not Say
Four lines that should raise a homeowner’s suspicion, starting with the discount that expires the moment the salesperson leaves.
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HVAC Industry: Who wins with High Warranties?
Warranty periods escalated until ‘limited lifetime’ became normal. A story about who actually collects when they do.
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HVAC & a Growth Mindset
A third-grade classroom wall and a Weldon Long sales class arrive at the same lesson about what capability actually is.
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Home Comfort, Satisfaction Guaranteed!
What L.L. Bean’s return policy buys in loyalty, and what an unconditional comfort guarantee would be worth to a contractor.
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Humidification: Forced-Air Systems
What to actually set the humidistat to. ASHRAE’s comfort zone, ACCA Manual RS, and the 35-45% range for forced air.
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Check the Flue?
The draft measurement on a natural draft appliance that complacency skips, and the indicators that should always trigger it.
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Non-Condensables? Are you sure?
A simple process for confirming non-condensables without burning hours and hundreds of dollars in virgin refrigerant.
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Energy Efficiency Ratio (EER)
Why EER is the more honest number for field energy savings than seasonal SEER, and the equation for calculating improvements.
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Diagnosing Bypass Air
Air that never crosses the evaporator cannot be cooled. Using delta T and superheat to confirm bypass before cutting into the plenum.
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Do you make this mistake on Maintenance?
Condenser coil cleaning is the task technicians skip most. Expanded performance data showing what skipping it does to capacity and EER.
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Completing a Total Leakage Duct Test
How the total leakage duct test is run, which towns enforce it, and the permit costs that quietly eat the job’s profit.
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Site Survey: Windows & SHGC
NFRC labels carry the u-value and SHGC your load calculation depends on. Guessing them swings the result thousands of Btu per hour.
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Top 5 Changes to ACCA Manual S
The five biggest updates in the Manual S rewrite, and how far the 1995 edition had fallen behind the equipment.
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How Low Should I Operate my Heat Pump?
Break-even COP math from ACCA Manual H for deciding when a dual-fuel application actually saves the homeowner money. Updated for Massachusetts.
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Design Static Pressure
Which external static pressure to design a duct system around, and why designing at the PSC motor’s maximum leaves you nowhere to go.
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Outdoor Design Temperatures
‘I have designed with these temperatures for decades’ does not satisfy an inspector. Where the correct outdoor design conditions come from.
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Stop Selling Low Profit Jobs!
A contractor thrilled to install ductless all day, and the margin math showing he was busiest on his worst work.
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HVAC: A Fast Growing Career Opportunity
The skills gap in numbers, and the case for HVAC as a fast-growing, high-reward career worth recruiting into.
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Selling with Rebates : The Simple Payback
The simple payback calculation that shows a homeowner exactly when the efficiency upgrade pays for itself.
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How can I compete and still do jobs right?
You cannot be the low bidder and still do the job right. How to make the quality difference legible to the customer.
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5 Things New Energy Efficiency HVAC Contractors Need to Know
Five things to get right before selling high-efficiency equipment in New England, starting with never selling on price.
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4 Reasons You Need a Quality Installation Manual
Four reasons an installation manual is what lets an owner stop being the only person who can do the work properly.
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Labor Shortage in HVAC
The military recruits and trains eighteen-year-olds with zero experience. A blunt question for contractors who cannot find anyone.
Read article arrow_forwardThe Drop Light
Chris’s first published article, from 2012 and deliberately left unedited — why maintenance is the lever most technicians are never taught to value.
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Couldn’t Leave HVAC When I Tried
Chris on the path out of the trade that pulled him back — and what it says about contractors who want more from this industry.
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3 Secrets to HVAC Sales Success
Most comfort advisors have never had formal sales training. The three habits that separate the ones who close from the ones who chase.
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High CO Reading, Now What?
A high carbon monoxide reading does not automatically mean replacement. How to work the diagnosis before condemning equipment.
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Heat Pumps & Record Snowfall
Snow buried condensers choke airflow and drive supplemental heat. What to tell homeowners before the nuisance calls start.
Read article arrow_forwardThe Enthalpy Method
Verify refrigerant charge without attaching gauges — the total capacity calculation and the tools it takes to do it right.
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Correctly Sizing a Capacitor
Stop installing whatever dual run capacitor is on the truck. The quick calculation that gets you the right size every time.
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How Do You Test a TXV?
A simple field test for a suspect thermostatic expansion valve using crushed ice and an accurate set of gauges.
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Return Air Locations
Where returns belong for heating-only, cooling-only, and combination systems, and why application drives the decision.
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Rules of Duct Design
The core ACCA Manual D rules for distributing conditioned air, collected in one place — the ones most techs never get taught.
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Can You Trust Your Load Calc Software?
Default software settings quietly under-size loads. The values to check before you trust the number your load calc hands you.
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Clocking a Gas Meter
The firing rate calculation every technician, rater, and auditor should know — step by step, with the tips that keep it accurate.
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Carbon Monoxide (CO): Weapon of Mass Destruction
Why carbon monoxide deserves more respect than the average service call gives it, and what technicians owe every homeowner.
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Triple Evacuation vs. Deep Vacuum Method
Two evacuation strategies compared on what actually matters: removing moisture and non-condensables from the system.
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The Basics: Superheat
Superheat from the ground up — what it measures, how to read it off a PT chart, and what it tells you about the charge.
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Heat Pump Equipment Selection
Selecting a heat pump against real Manual S expanded performance data instead of nominal tonnage.
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How to Pass Load Calc Requirements for a Permit
Exactly what building code officials expect to see with a load calculation submission — and how to stop failing permit applications.
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Understanding Intermittent and Continuous Ventilation in ACCA Manual J
How Manual J treats intermittent versus continuous mechanical ventilation, and where load calculations go wrong when the two get mixed up.
Read article arrow_forwardGrow Your HVAC Business with Maintenance Contracts
Why a maintenance program is the most reliable growth lever in a contracting business, and how to build one customers renew.
Read article arrow_forwardWhat is a Good HVAC Sales Goal?
Setting a sales target that reflects real margin instead of vanity revenue, and what number a comfort advisor should actually be measured against.
Read article arrow_forwardWhy Homeowners Are Switching from Fossil Fuel Furnaces to Heat Pumps
What is actually driving homeowners off fossil fuel heating — and how contractors should be positioning heat pumps in the conversation.
Read article arrow_forwardFree: The 6 Mistakes Guide
The 6 mistakes costing contractors the job — plus weekly system design insights.
Want more technical depth?
Personal coaching with Chris or the HVAC Design Society gets you the templates, calculators, and live Q&A you won’t find anywhere else.
