diff --git a/measures/ResStockArguments/README.md b/measures/ResStockArguments/README.md
index f47476d691..6637c29503 100644
--- a/measures/ResStockArguments/README.md
+++ b/measures/ResStockArguments/README.md
@@ -1530,6 +1530,17 @@ The output heating capacity of the heating system. If not provided, the OS-HPXML
+**Heating System: Heating Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+
+- **Name:** ``heating_system_heating_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Heating System: Fraction Heat Load Served**
The heating load served by the heating system.
@@ -1626,6 +1637,17 @@ The output cooling capacity of the cooling system. If not provided, the OS-HPXML
+**Cooling System: Cooling Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+
+- **Name:** ``cooling_system_cooling_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Cooling System: Fraction Cool Load Served**
The cooling load served by the cooling system.
@@ -1805,6 +1827,17 @@ The output heating capacity of the heat pump. If not provided, the OS-HPXML auto
+**Heat Pump: Heating Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+
+- **Name:** ``heat_pump_heating_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Heat Pump: Heating Capacity Retention Fraction**
The output heating capacity of the heat pump at a user-specified temperature (e.g., 17F or 5F) divided by the above nominal heating capacity. Applies to all heat pump types except ground-to-air. If not provided, the OS-HPXML default (see Air-to-Air Heat Pump, Mini-Split Heat Pump, Packaged Terminal Heat Pump, Room Air Conditioner w/ Reverse Cycle) is used.
@@ -1838,6 +1871,17 @@ The output cooling capacity of the heat pump. If not provided, the OS-HPXML auto
+**Heat Pump: Cooling Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+
+- **Name:** ``heat_pump_cooling_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Heat Pump: Fraction Heat Load Served**
The heating load served by the heat pump.
@@ -1888,6 +1932,17 @@ The backup type of the heat pump. If 'integrated', represents e.g. built-in elec
+**Heat Pump: Backup Heating Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology if Backup Type is 'integrated'. If not provided, 1.0 is used. If Backup Type is 'separate', use Heating System 2: Heating Autosizing Factor.
+
+- **Name:** ``heat_pump_backup_heating_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Heat Pump: Backup Fuel Type**
The backup fuel type of the heat pump. Only applies if Backup Type is 'integrated'.
@@ -2277,6 +2332,17 @@ The output heating capacity of the second heating system. If not provided, the O
+**Heating System 2: Heating Autosizing Factor**
+
+The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+
+- **Name:** ``heating_system_2_heating_autosizing_factor``
+- **Type:** ``String``
+
+- **Required:** ``false``
+
+
+
**Heating System 2: Fraction Heat Load Served**
The heat load served fraction of the second heating system. Ignored if this heating system serves as a backup system for a heat pump.
diff --git a/measures/ResStockArguments/measure.xml b/measures/ResStockArguments/measure.xml
index 418fae8015..76c47bbb79 100644
--- a/measures/ResStockArguments/measure.xml
+++ b/measures/ResStockArguments/measure.xml
@@ -3,8 +3,8 @@
3.1
res_stock_arguments
c984bb9e-4ac4-4930-a399-9d23f8f6936a
- d21e9cb1-9960-4d43-a508-3c72268fec82
- 2024-03-11T22:44:04Z
+ 1af028fb-4517-4bf8-874a-c43ef7a981c4
+ 2024-03-12T01:56:12Z
2C38F48B
ResStockArguments
ResStock Arguments
@@ -2189,6 +2189,15 @@
false
false
+
+ heating_system_heating_autosizing_factor
+ Heating System: Heating Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+ String
+
+ false
+ false
+
heating_system_fraction_heat_load_served
Heating System: Fraction Heat Load Served
@@ -2324,6 +2333,15 @@
false
false
+
+ cooling_system_cooling_autosizing_factor
+ Cooling System: Cooling Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+ String
+
+ false
+ false
+
cooling_system_fraction_cool_load_served
Cooling System: Fraction Cool Load Served
@@ -2584,6 +2602,15 @@
false
false
+
+ heat_pump_heating_autosizing_factor
+ Heat Pump: Heating Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+ String
+
+ false
+ false
+
heat_pump_heating_capacity_retention_fraction
Heat Pump: Heating Capacity Retention Fraction
@@ -2611,6 +2638,15 @@
false
false
+
+ heat_pump_cooling_autosizing_factor
+ Heat Pump: Cooling Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+ String
+
+ false
+ false
+
heat_pump_fraction_heat_load_served
Heat Pump: Fraction Heat Load Served
@@ -2663,6 +2699,15 @@
+
+ heat_pump_backup_heating_autosizing_factor
+ Heat Pump: Backup Heating Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology if Backup Type is 'integrated'. If not provided, 1.0 is used. If Backup Type is 'separate', use Heating System 2: Heating Autosizing Factor.
+ String
+
+ false
+ false
+
heat_pump_backup_fuel
Heat Pump: Backup Fuel Type
@@ -3197,6 +3242,15 @@
false
false
+
+ heating_system_2_heating_autosizing_factor
+ Heating System 2: Heating Autosizing Factor
+ The scaling factor applied to the auto-sizing methodology. If not provided, 1.0 is used.
+ String
+
+ false
+ false
+
heating_system_2_fraction_heat_load_served
Heating System 2: Fraction Heat Load Served
@@ -7319,7 +7373,7 @@
README.md
md
readme
- E180628E
+ B2FC94D0
README.md.erb
@@ -7342,7 +7396,7 @@
constants.rb
rb
resource
- 48FA0665
+ 62782B34
resstock_arguments_test.rb
diff --git a/measures/ResStockArguments/resources/constants.rb b/measures/ResStockArguments/resources/constants.rb
index 19fa3d7eb4..f32870c371 100644
--- a/measures/ResStockArguments/resources/constants.rb
+++ b/measures/ResStockArguments/resources/constants.rb
@@ -21,12 +21,6 @@ def self.build_residential_hpxml_excludes
'geometry_unit_back_wall_is_adiabatic',
'geometry_unit_num_floors_above_grade',
'air_leakage_has_flue_or_chimney_in_conditioned_space',
- 'heating_system_heating_autosizing_factor',
- 'heating_system_2_heating_autosizing_factor',
- 'cooling_system_cooling_autosizing_factor',
- 'heat_pump_heating_autosizing_factor',
- 'heat_pump_cooling_autosizing_factor',
- 'heat_pump_backup_heating_autosizing_factor',
'heating_system_airflow_defect_ratio',
'cooling_system_airflow_defect_ratio',
'cooling_system_charge_defect_ratio',
diff --git a/project_national/housing_characteristics/HVAC Cooling Autosizing Factor.tsv b/project_national/housing_characteristics/HVAC Cooling Autosizing Factor.tsv
new file mode 100644
index 0000000000..1150ac4ec1
--- /dev/null
+++ b/project_national/housing_characteristics/HVAC Cooling Autosizing Factor.tsv
@@ -0,0 +1,28 @@
+Dependency=HVAC Cooling Efficiency Dependency=HVAC System Is Scaled Option=None Option=40% Oversized sampling_probability
+AC, SEER 8 Yes 1 0 0
+AC, SEER 10 Yes 1 0 0
+AC, SEER 13 Yes 1 0 0
+AC, SEER 15 Yes 1 0 0
+Non-Ducted Heat Pump Yes 1 0 0
+Ducted Heat Pump Yes 1 0 0
+None Yes 1 0 0
+Room AC, EER 8.5 Yes 1 0 0
+Room AC, EER 9.8 Yes 1 0 0
+Room AC, EER 10.7 Yes 1 0 0
+Room AC, EER 12.0 Yes 1 0 0
+Shared Cooling Yes 1 0 0
+AC, SEER 8 No 1 0 0.00896076
+AC, SEER 10 No 1 0 0.0600432
+AC, SEER 13 No 1 0 0.289943
+AC, SEER 15 No 1 0 0.133692
+Non-Ducted Heat Pump No 1 0 0.00974392
+Ducted Heat Pump No 1 0 0.153778
+None No 1 0 0.105403
+Room AC, EER 8.5 No 1 0 0.00426814
+Room AC, EER 9.8 No 1 0 0.0257337
+Room AC, EER 10.7 No 1 0 0.0962436
+Room AC, EER 12.0 No 1 0 0.0738156
+Shared Cooling No 1 0 0.0383741
+# Created by: manually created
+# Description: The cooling scaling factor applied to the auto-sizing methodology (not used in project_national).
+# Source: Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.
\ No newline at end of file
diff --git a/project_national/housing_characteristics/HVAC Heating Autosizing Factor.tsv b/project_national/housing_characteristics/HVAC Heating Autosizing Factor.tsv
new file mode 100644
index 0000000000..cf3c43ae38
--- /dev/null
+++ b/project_national/housing_characteristics/HVAC Heating Autosizing Factor.tsv
@@ -0,0 +1,46 @@
+Dependency=HVAC Heating Efficiency Dependency=HVAC System Is Scaled Option=None Option=40% Oversized sampling_probability
+ASHP, SEER 10, 6.2 HSPF Yes 1 0 0
+ASHP, SEER 13, 7.7 HSPF Yes 1 0 0
+ASHP, SEER 15, 8.5 HSPF Yes 1 0 0
+Electric Baseboard, 100% Efficiency Yes 1 0 0
+Electric Boiler, 100% AFUE Yes 1 0 0
+Electric Furnace, 100% AFUE Yes 1 0 0
+Electric Wall Furnace, 100% AFUE Yes 1 0 0
+Fuel Boiler, 76% AFUE Yes 1 0 0
+Fuel Boiler, 80% AFUE Yes 1 0 0
+Fuel Boiler, 90% AFUE Yes 1 0 0
+Fuel Furnace, 60% AFUE Yes 0 1 0
+Fuel Furnace, 76% AFUE Yes 0 1 0
+Fuel Furnace, 80% AFUE Yes 0 1 0
+Fuel Furnace, 92.5% AFUE Yes 0 1 0
+Fuel Wall/Floor Furnace, 60% AFUE Yes 1 0 0
+Fuel Wall/Floor Furnace, 68% AFUE Yes 1 0 0
+MSHP, SEER 14.5, 8.2 HSPF Yes 1 0 0
+MSHP, SEER 29.3, 14 HSPF Yes 1 0 0
+None Yes 1 0 0
+Shared Heating Yes 1 0 0
+Void Yes 1 0 0
+ASHP, SEER 10, 6.2 HSPF No 1 0 0.00718271
+ASHP, SEER 13, 7.7 HSPF No 1 0 0.0741013
+ASHP, SEER 15, 8.5 HSPF No 1 0 0.0724941
+Electric Baseboard, 100% Efficiency No 1 0 0.0628361
+Electric Boiler, 100% AFUE No 1 0 0.00205652
+Electric Furnace, 100% AFUE No 1 0 0.113377
+Electric Wall Furnace, 100% AFUE No 1 0 0.0110866
+Fuel Boiler, 76% AFUE No 1 0 0.00505013
+Fuel Boiler, 80% AFUE No 1 0 0.0321592
+Fuel Boiler, 90% AFUE No 1 0 0.004549
+Fuel Furnace, 60% AFUE No 1 0 0.00523274
+Fuel Furnace, 76% AFUE No 1 0 0.0275989
+Fuel Furnace, 80% AFUE No 1 0 0.247268
+Fuel Furnace, 92.5% AFUE No 1 0 0.153265
+Fuel Wall/Floor Furnace, 60% AFUE No 1 0 0.0360773
+Fuel Wall/Floor Furnace, 68% AFUE No 1 0 0.0282991
+MSHP, SEER 14.5, 8.2 HSPF No 1 0 0.0096059
+MSHP, SEER 29.3, 14 HSPF No 1 0 0.000138022
+None No 1 0 0.0113596
+Shared Heating No 1 0 0.0962631
+Void No 1 0 0
+# Created by: manually created
+# Description: The heating scaling factor applied to the auto-sizing methodology (not used in project_national).
+# Source: Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.
\ No newline at end of file
diff --git a/project_national/housing_characteristics/HVAC System Is Scaled.tsv b/project_national/housing_characteristics/HVAC System Is Scaled.tsv
new file mode 100644
index 0000000000..a5ad542bba
--- /dev/null
+++ b/project_national/housing_characteristics/HVAC System Is Scaled.tsv
@@ -0,0 +1,5 @@
+Option=No Option=Yes sampling_probability
+1 0 1
+# Created by: manually created
+# Description: The presence of the HVAC system having been undersized or oversized (not used in project_national).
+# Source: Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.
\ No newline at end of file
diff --git a/project_national/resources/options_saturations.csv b/project_national/resources/options_saturations.csv
index 67fb4e4eda..3e23d07e63 100644
--- a/project_national/resources/options_saturations.csv
+++ b/project_national/resources/options_saturations.csv
@@ -52,6 +52,8 @@ Level,Parameter,Option,Saturation
0,HVAC Secondary Heating Partial Space Conditioning,None,1
0,HVAC System Is Faulted,No,1
0,HVAC System Is Faulted,Yes,0
+0,HVAC System Is Scaled,No,1
+0,HVAC System Is Scaled,Yes,0
0,Holiday Lighting,No Exterior Use,1
0,Hot Water Distribution,Uninsulated,1
0,Interior Shading,"Summer = 0.7, Winter = 0.85",1
@@ -12941,6 +12943,11 @@ Level,Parameter,Option,Saturation
10,Infiltration,30 ACH50,0.0613588
10,Infiltration,40 ACH50,0.0569758
10,Infiltration,50 ACH50,0.0321596
+10,HVAC Cooling Autosizing Factor,None,1
+10,HVAC Cooling Autosizing Factor,40% Undersized,0
+10,HVAC Cooling Autosizing Factor,20% Undersized,0
+10,HVAC Cooling Autosizing Factor,20% Oversized,0
+10,HVAC Cooling Autosizing Factor,40% Oversized,0
10,HVAC System Single Speed AC Airflow,154.8 cfm/ton,0
10,HVAC System Single Speed AC Airflow,204.4 cfm/ton,0
10,HVAC System Single Speed AC Airflow,254.0 cfm/ton,0
@@ -12964,6 +12971,11 @@ Level,Parameter,Option,Saturation
10,HVAC System Single Speed AC Charge,None,1
10,HVAC Has Zonal Electric Heating,Yes,0.0628361
10,HVAC Has Zonal Electric Heating,No,0.937164
+10,HVAC Heating Autosizing Factor,None,1
+10,HVAC Heating Autosizing Factor,40% Undersized,0
+10,HVAC Heating Autosizing Factor,20% Undersized,0
+10,HVAC Heating Autosizing Factor,20% Oversized,0
+10,HVAC Heating Autosizing Factor,40% Oversized,0
10,HVAC Heating Type And Fuel,Electricity ASHP,0.153778
10,HVAC Heating Type And Fuel,Electricity Baseboard,0.0628361
10,HVAC Heating Type And Fuel,Electricity Electric Boiler,0.00205652
diff --git a/project_national/resources/source_report.csv b/project_national/resources/source_report.csv
index 5c7ac4284d..a3d7646479 100644
--- a/project_national/resources/source_report.csv
+++ b/project_national/resources/source_report.csv
@@ -61,12 +61,14 @@ Geometry Story Bin,2.0,1.0,sources\recs\recs2009\tsv_maker.py,The building has m
Geometry Wall Exterior Finish,11.0,3.0,sources\lightbox\residential\tsv_maker.py,Wall siding material and color.,HIFLD Parcel data.,Rows where sample size < 10 are replaced with aggregated values down-scaled from dep='State' to dep='Census Division RECS'; Brick wall types are assumed to not have an aditional brick exterior finish; Steel and wood frame walls must have an exterior finish
Geometry Wall Type,5.0,4.0,sources\lightbox\residential\tsv_maker.py,The wall material used for thermal mass calculations of exterior walls.,HIFLD Parcel data.,Rows where sample size < 10 are replaced with aggregated values down-scaled from dep='State' to dep='Census Division RECS'
Ground Thermal Conductivity,8.0,1.0,sources\smu\tsv_maker.py,The thermal conductivity (in Btu/hr-ft-F) of the ground using in foundation and geothermal heat pump heat transfer calculations.,data from the SMU Geothermal Laboratory. The data is from the Thermal Conductivity Observation in Content Model Format dataset. The data is available at http://geothermal.smu.edu/static/DownloadFilesButtonPage.htm.,"The data obtained is from surveyed oil and gas well data.; The latitude and longitudes were assigned to counties and the data was joined to the ResStock spatial lookup tables. In this process, 1482 of 59332 samples did not have a FIPS match or did not have data and were dropped.; Due to limited data in climate zone 1A, data was pulled from samples in 1A plus Florida 2A.; Samples less than 0.5 Btu/hr-ft-F are assigned a value of 0.5 Btu/hr-ft-F. Samples greater than 2.6 Btu/hr-ft-F are assigned a value of 2.6 Btu/hr-ft-F."
+HVAC Cooling Autosizing Factor,5.0,2.0,manually created,The cooling scaling factor applied to the auto-sizing methodology (not used in project_national).,Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.,
HVAC Cooling Efficiency,12.0,3.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of primary cooling system in the dwelling unit.,"The sample counts and sample weights are constructed using U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.; Efficiency data based on CAC-ASHP-shipments-table.tsv, room_AC_efficiency_vs_age.tsv and expanded_HESC_HVAC_efficiencies.tsv combined with age of equipment data from RECS",Check the assumptions on the source tsv files.
HVAC Cooling Partial Space Conditioning,8.0,4.0,sources\recs\recs2009\tsv_maker.py,The fraction of the finished floor area that the cooling system provides cooling.,U.S. EIA 2009 Residential Energy Consumption Survey (RECS) microdata.,"Central AC systems need to serve at least 60 percent of the floor area.; Heat pumps serve 100 percent of the floor area because the system serves 100 percent of the heated floor area.; Due to low sample count, the tsv is constructed by downscaling a core sub-tsv with 3 sub-tsvs of different dependencies. The sub-tsvs have the following dependencies: tsv1 : 'HVAC Cooling Type', 'ASHRAE IECC Climate Zone 2004'; tsv2 : 'HVAC Cooling Type', 'Geometry Floor Area Bin'; tsv3 : 'HVAC Cooling Type', 'Geometry Building Type RECS';"
HVAC Cooling Type,6.0,4.0,sources\recs\recs2020\tsv_maker.py,The presence and type of primary cooling system in the dwelling unit.,U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.,"Due to low sample sizes, fallback rules applied with lumping of; 1) HVAC Heating type: Non-ducted heating and None2) Geometry building SF: Mobile, Single family attached, Single family detached3) Geometry building MF: Multi-Family with 2 - 4 Units, Multi-Family with 5+ Units4) Vintage Lump: 20yrs binsHomes having ducted heat pump for heating and electricity fuel is assumed to haveducted heat pump for cooling (seperating from central AC category); Homes having non-ducted heat pump for heating is assumed to have non-ducted heat pumpfor cooling"
HVAC Has Ducts,3.0,3.0,sources\recs\recs2020\tsv_maker.py,The presence of ducts in the dwelling unit.,The sample counts and sample weights are constructed using U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.,"Ducted Heat Pump HVAC type assumed to have ducts; Non-Ducted Heat Pump HVAC type assumed to have no ducts; There are likely homes with non-ducted heat pump having ducts (Central AC with non-ducted HP) But due to structure of ResStock we are not accounting those homes; Evaporative or Swamp Cooler assigned Void option; None of the shared system options currently modeled (in HVAC Shared Efficiencies) are ducted, therefore where there are discrepancies between HVAC Heating Type, HVAC Cooling Type, and HVAC Has Shared System, HVAC Has Shared System takes precedence. (e.g., Central AC + Ducted Heating + Shared Heating and Cooling = No (Ducts)) (This is a temporary fix and will change when ducted shared system options are introduced.)"
HVAC Has Shared System,5.0,4.0,sources\recs\recs2020\tsv_maker.py,The presence of an HVAC system shared between multiple dwelling units.,The sample counts and sample weights are constructed using U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.,"Due to low sample sizes, the fallback rules are applied in following order; [1] Vintage: Vintage ACS 20 year bin[2] HVAC Cooling Type: Lump 1) Central AC and Ducted Heat Pump and 2) Non-Ducted Heat Pump and None[3] HVAC Heating Type: Lump 1) Ducted Heating and Ducted Heat Pump and 2) Non-Ducted Heat Pump and None[4] HVAC Cooling Type: Lump 1) Central AC and Ducted Heat Pump and 2) Non-Ducted Heat Pump, Non-Ducted Heating, and None[5] HVAC Heating Type: Lump 1) Ducted Heating and Ducted Heat Pump and 2) Non-Ducted Heat Pump, None, and Room AC[6] Vintage: Vintage pre 1960s and post 2000[7] Vintage: All vintages; Evaporative or Swamp Cooler Cooling Type assigned Void option; Ducted Heat Pump assigned for both heating and cooling, other combinations assigned Void option; Non-Ducted Heat Pump assigned for both heating and cooling, other combinations assigned Void option"
HVAC Has Zonal Electric Heating,2.0,1.0,manually created,Presence of electric baseboard heating,n/a,
+HVAC Heating Autosizing Factor,5.0,2.0,manually created,The heating scaling factor applied to the auto-sizing methodology (not used in project_national).,Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.,
HVAC Heating Efficiency,21.0,4.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of the primary heating system in the dwelling unit.,The sample counts and sample weights are constructed using U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.; Shipment data based on CAC-ASHP-shipments-table.tsv and furnace-shipments-table.tsv; Efficiency data based on expanded_HESC_HVAC_efficiencies.tsv combined with age of equipment data from RECS,"Check the assumptions on the source tsv files.; If a house has a wall furnace with fuel other than natural_gas, efficiency level based on natural_gas from expanded_HESC_HVAC_efficiencies.tsv is assigned.; If a house has a heat pump with fuel other than electricity (presumed dual-fuel heat pump), the heating type is assumed to be furnace and not heat pump.; The shipment volume for boiler was not available, so shipment volume for furnace in furnace-shipments-table.tsv was used instead.; Due to low sample size for some categories, the HVAC Has Shared System categories 'Cooling Only' and 'None' are combined for the purpose of querying Heating Efficiency distributions.; For 'other' heating system types, we assign them to Electric Baseboard if fuel is Electric, and assign them to Wall/Floor Furnace if fuel is natural_gas, fuel_oil or propane.; For Other Fuel, the lowest efficiency systems are assumed."
HVAC Heating Type,5.0,4.0,sources\recs\recs2020\tsv_maker.py,The presence and type of the primary heating system in the dwelling unit.,U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.,"Due to low sample sizes, fallback rules applied with lumping of; 1) Heating fuel lump: Fuel oil, Propane, and Other Fuel2) Geometry building SF: Mobile, Single family attached, Single family detached3) Geometry building MF: Multi-Family with 2 - 4 Units, Multi-Family with 5+ Units4) Vintage Lump: 20yrs bins"
HVAC Heating Type And Fuel,25.0,2.0,sources\recs\recs2020\tsv_maker.py,"The presence, type, and fuel of primary heating system.",Calculated directly from other distributions,
@@ -75,6 +77,7 @@ HVAC Secondary Heating Fuel,1.0,0.0,manually created,Secondary HVAC system heati
HVAC Secondary Heating Partial Space Conditioning,1.0,0.0,manually created,Fraction of heat load served by secondary heating system (not used in project_national).,,
HVAC Shared Efficiencies,7.0,2.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of the shared HVAC system.,The sample counts and sample weights are constructed using U.S. EIA 2020 Residential Energy Consumption Survey (RECS) microdata.,Assume that all Heating and Cooling shared systems are fan coils in each dwelling unit served by a central chiller and boiler.; Assume all Heating Only shared systems are hot water baseboards in each dwelling unit served by a central boiler.; Assume all Cooling Only shared systems are fan coils in each dwelling unit served by a central chiller.
HVAC System Is Faulted,2.0,0.0,manually created,The presence of the HVAC system having a fault (not used in project_national).,Assuming no faults until we have data necessary to characterize all types of ACs and heat pumps (https://github.com/NREL/resstock/issues/733).,
+HVAC System Is Scaled,2.0,0.0,manually created,The presence of the HVAC system having been undersized or oversized (not used in project_national).,Assuming no oversizing or undersizing until we have data necessary to characterize all types of systems.,
HVAC System Single Speed AC Airflow,13.0,2.0,manually created,Single speed central and room air conditioner actual air flow rates.,Winkler et al. 'Impact of installation faults in air conditioners and heat pumps in single-family homes on US energy usage' 2020,
HVAC System Single Speed AC Charge,8.0,2.0,manually created,Central and room air conditioner deviation between design/installed charge.,Winkler et al. 'Impact of installation faults in air conditioners and heat pumps in single-family homes on US energy usage' 2020,
HVAC System Single Speed ASHP Airflow,13.0,2.0,manually created,Single speed air source heat pump actual air flow rates.,Winkler et al. 'Impact of installation faults in air conditioners and heat pumps in single-family homes on US energy usage' 2020,
diff --git a/project_testing/housing_characteristics/HVAC Cooling Autosizing Factor.tsv b/project_testing/housing_characteristics/HVAC Cooling Autosizing Factor.tsv
new file mode 100644
index 0000000000..c535d65ae1
--- /dev/null
+++ b/project_testing/housing_characteristics/HVAC Cooling Autosizing Factor.tsv
@@ -0,0 +1,5 @@
+Dependency=HVAC System Is Scaled Option=None Option=40% Oversized sampling_probability
+Yes 0 1 0.5
+No 1 0 0.5
+# Created by: manually created
+# Description: The cooling scaling factor applied to the auto-sizing methodology (not used in project_national).
\ No newline at end of file
diff --git a/project_testing/housing_characteristics/HVAC Heating Autosizing Factor.tsv b/project_testing/housing_characteristics/HVAC Heating Autosizing Factor.tsv
new file mode 100644
index 0000000000..841e0ed3d4
--- /dev/null
+++ b/project_testing/housing_characteristics/HVAC Heating Autosizing Factor.tsv
@@ -0,0 +1,5 @@
+Dependency=HVAC System Is Scaled Option=None Option=40% Oversized sampling_probability
+Yes 0 1 0.5
+No 1 0 0.5
+# Created by: manually created
+# Description: The heating scaling factor applied to the auto-sizing methodology (not used in project_national).
\ No newline at end of file
diff --git a/project_testing/housing_characteristics/HVAC System Is Scaled.tsv b/project_testing/housing_characteristics/HVAC System Is Scaled.tsv
new file mode 100644
index 0000000000..a35d76cda6
--- /dev/null
+++ b/project_testing/housing_characteristics/HVAC System Is Scaled.tsv
@@ -0,0 +1,4 @@
+Option=No Option=Yes sampling_probability
+0.5 0.5 1
+# Created by: manually created
+# Description: The presence of the HVAC system having been undersized or oversized (not used in project_national).
\ No newline at end of file
diff --git a/project_testing/resources/options_saturations.csv b/project_testing/resources/options_saturations.csv
index 410d812efa..ab3fac24e8 100644
--- a/project_testing/resources/options_saturations.csv
+++ b/project_testing/resources/options_saturations.csv
@@ -110,6 +110,8 @@ Level,Parameter,Option,Saturation
0,Ground Thermal Conductivity,2.6,0.125
0,HVAC System Is Faulted,No,0.5
0,HVAC System Is Faulted,Yes,0.5
+0,HVAC System Is Scaled,No,0.5
+0,HVAC System Is Scaled,Yes,0.5
0,Has PV,No,0.5
0,Has PV,Yes,0.5
0,Heating Fuel,Electricity,0.166667
@@ -524,6 +526,16 @@ Level,Parameter,Option,Saturation
1,HVAC System Single Speed ASHP Charge,1.266 Charge Frac,0.0714285
1,HVAC System Single Speed ASHP Charge,1.405 Charge Frac,0.0714285
1,HVAC System Single Speed ASHP Charge,None,0.5
+1,HVAC Cooling Autosizing Factor,None,0.5
+1,HVAC Cooling Autosizing Factor,40% Undersized,0.125
+1,HVAC Cooling Autosizing Factor,20% Undersized,0.125
+1,HVAC Cooling Autosizing Factor,20% Oversized,0.125
+1,HVAC Cooling Autosizing Factor,40% Oversized,0.125
+1,HVAC Heating Autosizing Factor,None,0.5
+1,HVAC Heating Autosizing Factor,40% Undersized,0.125
+1,HVAC Heating Autosizing Factor,20% Undersized,0.125
+1,HVAC Heating Autosizing Factor,20% Oversized,0.125
+1,HVAC Heating Autosizing Factor,40% Oversized,0.125
1,PV Orientation,East,0.0625
1,PV Orientation,None,0.5
1,PV Orientation,North,0.0625
diff --git a/project_testing/resources/source_report.csv b/project_testing/resources/source_report.csv
index cce1b2c80f..71e278728a 100644
--- a/project_testing/resources/source_report.csv
+++ b/project_testing/resources/source_report.csv
@@ -48,11 +48,13 @@ Geometry Story Bin,2.0,1.0,sources\recs\recs2009\tsv_maker.py,The building has m
Geometry Wall Exterior Finish,11.0,1.0,sources\lightbox\residential\tsv_maker.py,Wall siding material and color.
Geometry Wall Type,5.0,1.0,sources\lightbox\residential\tsv_maker.py,The wall material used for thermal mass calculations of exterior walls.
Ground Thermal Conductivity,8.0,0.0,sources\smu\tsv_maker.py,The thermal conductivity (in Btu/hr-ft-F) of the ground using in foundation and geothermal heat pump heat transfer calculations.
+HVAC Cooling Autosizing Factor,5.0,1.0,manually created,The cooling scaling factor applied to the auto-sizing methodology (not used in project_national).
HVAC Cooling Efficiency,12.0,2.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of primary cooling system in the dwelling unit.
HVAC Cooling Partial Space Conditioning,8.0,1.0,sources\recs\recs2009\tsv_maker.py,The fraction of the finished floor area that the cooling system provides cooling.
HVAC Cooling Type,6.0,1.0,sources\recs\recs2020\tsv_maker.py,The presence and type of primary cooling system in the dwelling unit.
HVAC Has Ducts,3.0,3.0,sources\recs\recs2020\tsv_maker.py,The presence of ducts in the dwelling unit.
HVAC Has Shared System,5.0,3.0,sources\recs\recs2020\tsv_maker.py,The presence of an HVAC system shared between multiple dwelling units.
+HVAC Heating Autosizing Factor,5.0,1.0,manually created,The heating scaling factor applied to the auto-sizing methodology (not used in project_national).
HVAC Heating Efficiency,21.0,3.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of the primary heating system in the dwelling unit.
HVAC Heating Type,5.0,1.0,sources\recs\recs2020\tsv_maker.py,The presence and type of the primary heating system in the dwelling unit.
HVAC Heating Type And Fuel,25.0,2.0,sources\recs\recs2020\tsv_maker.py,"The presence, type, and fuel of primary heating system."
@@ -61,6 +63,7 @@ HVAC Secondary Heating Fuel,5.0,1.0,manually created,Secondary HVAC system heati
HVAC Secondary Heating Partial Space Conditioning,6.0,1.0,manually created,Fraction of heat load served by the secondary heating system.
HVAC Shared Efficiencies,7.0,2.0,sources\recs\recs2020\tsv_maker.py,The presence and efficiency of the shared HVAC system.
HVAC System Is Faulted,2.0,0.0,manually created,The presence of the HVAC system having a fault (not used in project_national).
+HVAC System Is Scaled,2.0,0.0,manually created,The presence of the HVAC system having been undersized or oversized (not used in project_national).
HVAC System Single Speed AC Airflow,13.0,1.0,manually created,Single speed central and room air conditioner actual air flow rates.
HVAC System Single Speed AC Charge,8.0,1.0,manually created,Central and room air conditioner deviation between design/installed charge.
HVAC System Single Speed ASHP Airflow,13.0,1.0,manually created,Single speed air source heat pump actual air flow rates.
diff --git a/resources/data/dictionary/inputs.csv b/resources/data/dictionary/inputs.csv
index 19fdf8465b..beebda3e99 100644
--- a/resources/data/dictionary/inputs.csv
+++ b/resources/data/dictionary/inputs.csv
@@ -71,12 +71,14 @@ build_existing_model.holiday_lighting,:ref:`holiday_lighting`
build_existing_model.hot_water_distribution,:ref:`hot_water_distribution`
build_existing_model.hot_water_fixtures,:ref:`hot_water_fixtures`
build_existing_model.household_has_tribal_persons,:ref:`household_has_tribal_persons`
+build_existing_model.hvac_cooling_autosizing_factor,:ref:`hvac_cooling_autosizing_factor`
build_existing_model.hvac_cooling_efficiency,:ref:`hvac_cooling_efficiency`
build_existing_model.hvac_cooling_partial_space_conditioning,:ref:`hvac_cooling_partial_space_conditioning`
build_existing_model.hvac_cooling_type,:ref:`hvac_cooling_type`
build_existing_model.hvac_has_ducts,:ref:`hvac_has_ducts`
build_existing_model.hvac_has_shared_system,:ref:`hvac_has_shared_system`
build_existing_model.hvac_has_zonal_electric_heating,:ref:`hvac_has_zonal_electric_heating`
+build_existing_model.hvac_heating_autosizing_factor,:ref:`hvac_heating_autosizing_factor`
build_existing_model.hvac_heating_efficiency,:ref:`hvac_heating_efficiency`
build_existing_model.hvac_heating_type,:ref:`hvac_heating_type`
build_existing_model.hvac_heating_type_and_fuel,:ref:`hvac_heating_type_and_fuel`
@@ -85,6 +87,7 @@ build_existing_model.hvac_secondary_heating_fuel,:ref:`hvac_secondary_heating_fu
build_existing_model.hvac_secondary_heating_partial_space_conditioning,:ref:`hvac_secondary_heating_partial_space_conditioning`
build_existing_model.hvac_shared_efficiencies,:ref:`hvac_shared_efficiencies`
build_existing_model.hvac_system_is_faulted,:ref:`hvac_system_is_faulted`
+build_existing_model.hvac_system_is_scaled,:ref:`hvac_system_is_scaled`
build_existing_model.hvac_system_single_speed_ac_airflow,:ref:`hvac_system_single_speed_ac_airflow`
build_existing_model.hvac_system_single_speed_ac_charge,:ref:`hvac_system_single_speed_ac_charge`
build_existing_model.hvac_system_single_speed_ashp_airflow,:ref:`hvac_system_single_speed_ashp_airflow`
diff --git a/resources/options_lookup.tsv b/resources/options_lookup.tsv
index cd546d1c55..15ae836a55 100644
--- a/resources/options_lookup.tsv
+++ b/resources/options_lookup.tsv
@@ -9644,6 +9644,8 @@ Ground Thermal Conductivity 1.7 ResStockArguments site_ground_conductivity=1.7 s
Ground Thermal Conductivity 2.0 ResStockArguments site_ground_conductivity=2.0 site_ground_diffusivity=auto site_soil_and_moisture_type=auto
Ground Thermal Conductivity 2.3 ResStockArguments site_ground_conductivity=2.3 site_ground_diffusivity=auto site_soil_and_moisture_type=auto
Ground Thermal Conductivity 2.6 ResStockArguments site_ground_conductivity=2.6 site_ground_diffusivity=auto site_soil_and_moisture_type=auto
+HVAC Cooling Autosizing Factor 40% Oversized ResStockArguments cooling_system_cooling_autosizing_factor=1.4 heat_pump_cooling_autosizing_factor=auto
+HVAC Cooling Autosizing Factor None
HVAC Cooling Efficiency "AC, SEER 10" ResStockArguments cooling_system_type=central air conditioner cooling_system_cooling_efficiency_type=SEER cooling_system_cooling_efficiency=10 cooling_system_cooling_capacity=auto cooling_system_is_ducted=false cooling_system_cooling_compressor_type=auto cooling_system_cooling_sensible_heat_fraction=auto cooling_system_crankcase_heater_watts=auto cooling_system_integrated_heating_system_capacity=auto cooling_system_integrated_heating_system_efficiency_percent=auto cooling_system_integrated_heating_system_fraction_heat_load_served=auto cooling_system_integrated_heating_system_fuel=auto
HVAC Cooling Efficiency "AC, SEER 13" ResStockArguments cooling_system_type=central air conditioner cooling_system_cooling_efficiency_type=SEER cooling_system_cooling_efficiency=13 cooling_system_cooling_capacity=auto cooling_system_is_ducted=false cooling_system_cooling_compressor_type=auto cooling_system_cooling_sensible_heat_fraction=auto cooling_system_crankcase_heater_watts=auto cooling_system_integrated_heating_system_capacity=auto cooling_system_integrated_heating_system_efficiency_percent=auto cooling_system_integrated_heating_system_fraction_heat_load_served=auto cooling_system_integrated_heating_system_fuel=auto
HVAC Cooling Efficiency "AC, SEER 14" ResStockArguments cooling_system_type=central air conditioner cooling_system_cooling_efficiency_type=SEER cooling_system_cooling_efficiency=14 cooling_system_cooling_capacity=auto cooling_system_is_ducted=false cooling_system_cooling_compressor_type=auto cooling_system_cooling_sensible_heat_fraction=auto cooling_system_crankcase_heater_watts=auto cooling_system_integrated_heating_system_capacity=auto cooling_system_integrated_heating_system_efficiency_percent=auto cooling_system_integrated_heating_system_fraction_heat_load_served=auto cooling_system_integrated_heating_system_fuel=auto
@@ -9685,6 +9687,8 @@ HVAC Has Shared System None
HVAC Has Shared System Void
HVAC Has Zonal Electric Heating No
HVAC Has Zonal Electric Heating Yes
+HVAC Heating Autosizing Factor 40% Oversized ResStockArguments heating_system_heating_autosizing_factor=1.4 heating_system_2_heating_autosizing_factor=auto heat_pump_heating_autosizing_factor=auto heat_pump_backup_heating_autosizing_factor=auto
+HVAC Heating Autosizing Factor None
HVAC Heating Efficiency "ASHP, SEER 10, 6.2 HSPF" ResStockArguments heating_system_type=none heating_system_heating_efficiency=0 heating_system_heating_capacity=auto heating_system_fraction_heat_load_served=1 heating_system_has_flue_or_chimney=auto heat_pump_type=air-to-air heat_pump_heating_efficiency_type=HSPF heat_pump_heating_efficiency=6.2 heat_pump_cooling_efficiency_type=SEER heat_pump_cooling_efficiency=10 heat_pump_sizing_methodology=ACCA heat_pump_backup_sizing_methodology=auto heat_pump_heating_capacity=auto heat_pump_fraction_heat_load_served=1 heat_pump_cooling_capacity=auto heat_pump_fraction_cool_load_served=1 heat_pump_backup_type=integrated heat_pump_backup_fuel=electricity heat_pump_backup_heating_efficiency=1 heat_pump_backup_heating_capacity=auto heat_pump_heating_capacity_retention_fraction=auto heat_pump_heating_capacity_retention_temp=auto heat_pump_backup_heating_lockout_temp=auto heat_pump_compressor_lockout_temp=auto heat_pump_cooling_compressor_type=auto heat_pump_cooling_sensible_heat_fraction=auto heat_pump_crankcase_heater_watts=auto geothermal_loop_configuration=none geothermal_loop_borefield_configuration=auto geothermal_loop_loop_flow=auto geothermal_loop_boreholes_count=auto geothermal_loop_boreholes_length=auto geothermal_loop_boreholes_spacing=auto geothermal_loop_boreholes_diameter=auto geothermal_loop_grout_type=auto geothermal_loop_pipe_type=auto geothermal_loop_pipe_diameter=auto
HVAC Heating Efficiency "ASHP, SEER 10.3, 7.0 HSPF" ResStockArguments heating_system_type=none heating_system_heating_efficiency=0 heating_system_heating_capacity=auto heating_system_fraction_heat_load_served=1 heating_system_has_flue_or_chimney=auto heat_pump_type=air-to-air heat_pump_heating_efficiency_type=HSPF heat_pump_heating_efficiency=7.0 heat_pump_cooling_efficiency_type=SEER heat_pump_cooling_efficiency=10.3 heat_pump_sizing_methodology=ACCA heat_pump_backup_sizing_methodology=auto heat_pump_heating_capacity=auto heat_pump_fraction_heat_load_served=1 heat_pump_cooling_capacity=auto heat_pump_fraction_cool_load_served=1 heat_pump_backup_type=integrated heat_pump_backup_fuel=electricity heat_pump_backup_heating_efficiency=1 heat_pump_backup_heating_capacity=auto heat_pump_heating_capacity_retention_fraction=auto heat_pump_heating_capacity_retention_temp=auto heat_pump_backup_heating_lockout_temp=auto heat_pump_compressor_lockout_temp=auto heat_pump_cooling_compressor_type=auto heat_pump_cooling_sensible_heat_fraction=auto heat_pump_crankcase_heater_watts=auto geothermal_loop_configuration=none geothermal_loop_borefield_configuration=auto geothermal_loop_loop_flow=auto geothermal_loop_boreholes_count=auto geothermal_loop_boreholes_length=auto geothermal_loop_boreholes_spacing=auto geothermal_loop_boreholes_diameter=auto geothermal_loop_grout_type=auto geothermal_loop_pipe_type=auto geothermal_loop_pipe_diameter=auto
HVAC Heating Efficiency "ASHP, SEER 11.5, 7.5 HSPF" ResStockArguments heating_system_type=none heating_system_heating_efficiency=0 heating_system_heating_capacity=auto heating_system_fraction_heat_load_served=1 heating_system_has_flue_or_chimney=auto heat_pump_type=air-to-air heat_pump_heating_efficiency_type=HSPF heat_pump_heating_efficiency=7.5 heat_pump_cooling_efficiency_type=SEER heat_pump_cooling_efficiency=11.5 heat_pump_sizing_methodology=ACCA heat_pump_backup_sizing_methodology=auto heat_pump_heating_capacity=auto heat_pump_fraction_heat_load_served=1 heat_pump_cooling_capacity=auto heat_pump_fraction_cool_load_served=1 heat_pump_backup_type=integrated heat_pump_backup_fuel=electricity heat_pump_backup_heating_efficiency=1 heat_pump_backup_heating_capacity=auto heat_pump_heating_capacity_retention_fraction=auto heat_pump_heating_capacity_retention_temp=auto heat_pump_backup_heating_lockout_temp=auto heat_pump_compressor_lockout_temp=auto heat_pump_cooling_compressor_type=auto heat_pump_cooling_sensible_heat_fraction=auto heat_pump_crankcase_heater_watts=auto geothermal_loop_configuration=none geothermal_loop_borefield_configuration=auto geothermal_loop_loop_flow=auto geothermal_loop_boreholes_count=auto geothermal_loop_boreholes_length=auto geothermal_loop_boreholes_spacing=auto geothermal_loop_boreholes_diameter=auto geothermal_loop_grout_type=auto geothermal_loop_pipe_type=auto geothermal_loop_pipe_diameter=auto
@@ -9793,6 +9797,8 @@ HVAC Shared Efficiencies Fan Coil Cooling Only ResStockArguments cooling_system_
HVAC Shared Efficiencies None
HVAC System Is Faulted No
HVAC System Is Faulted Yes
+HVAC System Is Scaled No
+HVAC System Is Scaled Yes
HVAC System Single Speed AC Airflow 154.8 cfm/ton ResStockArguments cooling_system_rated_cfm_per_ton=400.0 cooling_system_actual_cfm_per_ton=154.8
HVAC System Single Speed AC Airflow 204.4 cfm/ton ResStockArguments cooling_system_rated_cfm_per_ton=400.0 cooling_system_actual_cfm_per_ton=204.4
HVAC System Single Speed AC Airflow 254.0 cfm/ton ResStockArguments cooling_system_rated_cfm_per_ton=400.0 cooling_system_actual_cfm_per_ton=254.0