How the sizing screen works and where claims come from
Last verified:Five broad inputs produce a rounded shopping range. Missing building and equipment details keep that range from being a load calculation. Each regulatory, rebate, and disclosure claim below carries its own source, status, jurisdiction, and review date.
The exact sizing formula
Square footage × 20 BTU/hour is the base. The accepted area is 50–6,000 square feet. Four manually selected factors then adjust the base:
| Input | Selections and multipliers |
|---|---|
| Climate band | Warm ×0.9 · Mixed ×1.0 · Cold ×1.2 |
| Insulation | Poor ×1.25 · Average ×1.0 · Excellent ×0.85 |
| Sun exposure | Mostly shaded ×0.9 · Average ×1.0 · Heavy sun ×1.2 |
| Ceiling height | 8 ft ×1.0 · 9 ft ×1.1 · 10+ ft ×1.2 |
Climate means warm, mixed, or cold. Insulation means poor, average, or excellent. There is no ZIP lookup in this version; the climate band is selected by the reader.
The lower and upper display values are 8% below and 8% above the adjusted result, each rounded to the nearest 100 BTU. The comparison class is the first class at or above the unrounded result: 6k, 9k, 12k, 18k, 24k, 30k, 36k, 48k BTU. Results above the largest class return no comparison class and require professional or multi-zone design; 48k is not used as a false cap.
The screening boundary
The displayed band communicates a display convention, not measured accuracy. No validation percentage against completed Manual J projects is claimed. ACCA Manual J is the ANSI-recognized residential load procedure for producing final equipment-sizing loads.
A final design still needs details that the five inputs do not collect:
- local winter and summer design temperatures;
- air leakage, ventilation, occupancy, and internal loads;
- window-by-window orientation, area, and solar gain;
- room-by-room distribution and any duct losses;
- the exact matched system's minimum output and capacity at design temperature.
One enclosed room can use the result to compare likely size classes. Whole-home, multi-zone, cold-climate, and permit-sensitive work needs a project-specific load calculation and model data before equipment is selected.
The rebate boundary
A federal tax credit and a state-administered rebate are different programs. The federal Energy Efficient Home Improvement Credit applies only to qualifying improvements placed in service through December 31, 2025. Federal Home Energy Rebate funding, by contrast, is available only through participating state, territory, or Tribal programs. A federal program page does not establish that money is open for a particular household today.
Check the named administrator close to purchase for current funding, income rules, eligible matched equipment, contractor requirements, reservation order, and stacking limits. A published maximum is not a promise of eligibility.
Public evidence ledger
One record covers one public claim. Verified means the named source supports the wording. Unknown at this scope means a national source cannot answer the local question. Primary-source conflict means official or first-party sources disagree. Freshness is calculated separately, so a newly checked conflict never becomes “verified” merely because it is recent. External sources use class-specific recheck windows. Claims about the current calculator method are checked against the implementation during test validation, so calendar age alone does not label them “Recheck due.”
Ledger schema: v1.0.0. All dates use
YYYY-MM-DD in the underlying record.
Sizing standard
ACCA Manual J 8th Edition is the ANSI-recognized residential procedure for producing HVAC equipment sizing loads.
- Primary source
- ACCA Manual J Residential Load Calculation · Standards body
- Jurisdiction
- United States
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- Manual J produces building loads. Final equipment selection, distribution, and controls require the rest of the project-specific design.
Calculator method
The current five-input screen starts at 20 BTU per square foot, uses manually selected warm, mixed, or cold climate bands, and does not use ZIP lookup.
- Primary source
- Splitsizer sizing calculator and published formula · Published method
- Jurisdiction
- United States; broad climate bands
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- This record describes the deployed implementation. It is not independent evidence that the formula predicts a Manual J load to any stated accuracy.
Calculator method
The displayed BTU range is a shopping and quote-planning screen, not a Manual J load calculation or a statistical accuracy interval.
- Primary source
- Splitsizer sizing calculator and published limitations · Published method
- Jurisdiction
- United States
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- No accuracy percentage against completed Manual J projects is claimed. Whole-home, multi-zone, and cold-climate work needs project-specific design.
Cold-climate sizing
Cold-climate qualification depends on matched-system performance and reporting data across low ambient temperatures, not a category label alone.
- Primary source
- NEEP Cold Climate Air-Source Heat Pump Specification, Version 4.0 · Program specification
- Jurisdiction
- IECC climate zone 4 and higher; voluntary program specification
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- Program qualification does not prove that one model meets one home's load. Compare the exact matched system's capacity at the local design temperature with the project load.
Refrigerant regulation
EPA says adding or removing refrigerant during mini-split installation, including connecting or disconnecting hoses or pre-charged lines, requires Section 608 technician certification.
- Primary source
- EPA Section 608 questions and answers for certified technicians · Federal regulator
- Jurisdiction
- United States (federal)
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Conflicting source
- MRCOOL guidance for sealed Quick Connect lines · Manufacturer
- Caveat
- MRCOOL says its sealed Quick Connect lines do not require EPA certification when installed as directed. Treat the EPA position as the safety boundary and confirm the exact system before work.
Federal tax credit
The federal Energy Efficient Home Improvement Credit applies only to qualifying improvements placed in service through December 31, 2025; a heat pump placed in service in 2026 does not qualify.
- Primary source
- IRS Energy Efficient Home Improvement Credit · Federal tax authority
- Jurisdiction
- United States (federal tax)
- Dates
- Effective: Jan 1, 2026 · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- Placed-in-service timing and individual tax facts control. Confirm current IRS guidance or obtain tax advice before relying on a credit.
State and Tribal rebates
Federal Home Energy Rebates are available only in select jurisdictions; a household's current program status and eligibility cannot be determined from federal authorization alone.
- Primary source
- U.S. Department of Energy Home Energy Rebates Program status · Government program
- Jurisdiction
- United States; state, territory, and Tribal implementation
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- Resolve availability, funding, income limits, eligible equipment, contractor rules, and reservation order with the named local administrator close to purchase.
Affiliate disclosure
FTC guidance says an affiliate relationship must be disclosed clearly and conspicuously, close to the recommendation or link; 'affiliate link' by itself may be inadequate.
- Primary source
- FTC Endorsement Guides: What People Are Asking · Federal regulator
- Jurisdiction
- United States (federal advertising guidance)
- Dates
- Effective: unknown · Expiry: unknown
- Review
- Checked Aug 20, 2026 · Splitsizer editorial desk
- Caveat
- A separate disclosure page does not replace an in-context disclosure when a reader may not connect the recommendation with the paid relationship.
Affiliate links
Amazon product links may earn a commission at no extra cost to the buyer. The commission relationship belongs beside the recommendation or link, not only on a separate legal page. See the full affiliate disclosure for the revenue relationship and recommendation boundary.
Limits and corrections
Sizing screens are not contractor designs. Rebate summaries are not eligibility guarantees or tax advice. Regulatory summaries are not a substitute for the responsible agency, local authority, or qualified professional. Confirm material requirements before signing a quote or buying equipment.
Found a factual error or a changed source? Email hello@splitsizer.com with the page, claim ID, and primary source.