urbanopt-cli 0.10.0 → 0.11.1

data/example_files/resources/hpxml-measures/docs/source/workflow_inputs.rst

@@ -29,13 +29,6 @@ HPXML files submitted to OpenStudio-HPXML undergo a two step validation process:
 
 OpenStudio-HPXML **automatically validates** the HPXML file against both the XSD and Schematron documents and reports any validation errors, but software developers may find it beneficial to also integrate validation into their software.
 
-.. important::
-
-  Usage of both validation approaches (XSD and Schematron) is recommended for developers actively working on creating HPXML files for EnergyPlus simulations:
-
-  - Validation against XSD for general correctness and usage of HPXML
-  - Validation against Schematron for understanding XML document requirements specific to running EnergyPlus
-
 Input Defaults
 **************
 
@@ -56,7 +49,7 @@ Default values would be used for the refrigerator energy use, location, and sche
 
   <Refrigerator>
     <SystemIdentifier id='Refrigerator1'/>
-    <Location dataSource='software'>living space</Location>
+    <Location dataSource='software'>conditioned space</Location>
     <RatedAnnualkWh dataSource='software'>691.0</RatedAnnualkWh>
     <PrimaryIndicator dataSource='software'>true</PrimaryIndicator>
     <extension>
@@ -106,157 +99,6 @@ EnergyPlus simulation controls are entered in ``/HPXML/SoftwareInfo/extension/Si
          Values greater than 1.0 have the effect of smoothing or damping the rate of change in the indoor air temperature from timestep to timestep.
          This heat capacitance effect is modeled on top of any other individual mass inputs (e.g., furniture mass, partition wall mass, interior drywall, etc.) in the HPXML.
 
-.. _hvac_sizing_control:
-
-HPXML HVAC Sizing Control
-*************************
-
-HVAC equipment sizing controls are entered in ``/HPXML/SoftwareInfo/extension/HVACSizingControl``.
-
-  =================================  ========  =====  ===========  ========  ========  ============================================
-  Element                            Type      Units  Constraints  Required  Default   Description
-  =================================  ========  =====  ===========  ========  ========  ============================================
-  ``AllowIncreasedFixedCapacities``  boolean                       No        false     Logic for fixed capacity HVAC equipment [#]_
-  ``HeatPumpSizingMethodology``      string           See [#]_     No        HERS      Logic for autosized heat pumps [#]_
-  =================================  ========  =====  ===========  ========  ========  ============================================
-
-  .. [#] If AllowIncreasedFixedCapacities is true, the larger of user-specified fixed capacity and design load will be used (to reduce potential for unmet loads); otherwise user-specified fixed capacity is used.
-  .. [#] HeatPumpSizingMethodology choices are 'ACCA', 'HERS', or 'MaxLoad'.
-  .. [#] If HeatPumpSizingMethodology is 'ACCA', autosized heat pumps have their nominal capacity sized per ACCA Manual J/S based on cooling design loads, with some oversizing allowances for larger heating design loads.
-         If HeatPumpSizingMethodology is 'HERS', autosized heat pumps have their nominal capacity sized equal to the larger of heating/cooling design loads.
-         If HeatPumpSizingMethodology is 'MaxLoad', autosized heat pumps have their nominal capacity sized based on the larger of heating/cooling design loads, while taking into account the heat pump's reduced capacity at the design temperature.
-
-If any HVAC equipment is being autosized (i.e., capacities are not provided), additional inputs for ACCA Manual J can be entered in ``/HPXML/SoftwareInfo/extension/HVACSizingControl/ManualJInputs``.
-
-  =================================  ========  ======  ===========  ========  ============  ============================================
-  Element                            Type      Units   Constraints  Required  Default       Description
-  =================================  ========  ======  ===========  ========  ============  ============================================
-  ``HeatingDesignTemperature``       double    F                    No        See [#]_      Heating design temperature
-  ``CoolingDesignTemperature``       double    F                    No        See [#]_      Cooling design temperature
-  ``HeatingSetpoint``                double    F                    No        70            Conditioned space heating setpoint [#]_
-  ``CoolingSetpoint``                double    F                    No        75            Conditioned space cooling setpoint [#]_
-  ``HumiditySetpoint``               double    frac    0 - 1        No        See [#]_      Conditioned space relative humidity
-  ``InternalLoadsSensible``          double    Btu/hr               No        See [#]_      Sensible internal loads for cooling design load
-  ``InternalLoadsLatent``            double    Btu/hr               No        0             Latent internal loads for cooling design load
-  ``NumberofOccupants``              integer                        No        #Beds+1 [#]_  Number of occupants for cooling design load
-  =================================  ========  ======  ===========  ========  ============  ============================================
-
-  .. [#] If HeatingDesignTemperature not provided, the 99% heating design temperature is obtained from the DESIGN CONDITIONS header section inside the EPW weather file.
-         If not available in the EPW header, it is calculated from the 8760 hourly temperatures in the EPW.
-  .. [#] If CoolingDesignTemperature not provided, the 1% cooling design temperature is obtained from the DESIGN CONDITIONS header section inside the EPW weather file.
-         If not available in the EPW header, it is calculated from the 8760 hourly temperatures in the EPW.
-  .. [#] Any heating setpoint other than 70F is not in compliance with Manual J.
-  .. [#] Any cooling setpoint other than 75F is not in compliance with Manual J.
-  .. [#] If HumiditySetpoint not provided, defaults to 0.5 unless there is a dehumidifier with a lower setpoint, in which case that value is used.
-  .. [#] If InternalLoadsSensible not provided, defaults to 2400 Btu/hr if there is one refrigerator and no freezer, or 3600 Btu/hr if two refrigerators or a freezer.
-         This default represents loads that normally occur during the early evening in mid-summer.
-         Additional adjustments or custom internal loads can instead be specified here.
-  .. [#] If NumberofOccupants not provided, defaults to the number of bedrooms plus one per Manual J.
-         Each occupant produces an additional 230 Btu/hr sensible load and 200 Btu/hr latent load.
-
-.. _shadingcontrol:
-
-HPXML Shading Control
-*********************
-
-Shading controls for window and skylight summer/winter shading coefficients are entered in ``/HPXML/SoftwareInfo/extension/ShadingControl``.
-If not provided, summer will be default based on the cooling season defined in the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_, using monthly average temperatures.
-The remainder of the year is winter.
-
-  ====================================  ========  =======  =============  ========  =======  =====================================
-  Element                               Type      Units    Constraints    Required  Default  Description
-  ====================================  ========  =======  =============  ========  =======  =====================================
-  ``SummerBeginMonth``                  integer            1 - 12         Yes                Summer shading start date
-  ``SummerBeginDayOfMonth``             integer            1 - 31         Yes                Summer shading start date
-  ``SummerEndMonth``                    integer            1 - 12         Yes                Summer shading end date
-  ``SummerEndDayOfMonth``               integer            1 - 31         Yes                Summer shading end date
-  ====================================  ========  =======  =============  ========  =======  =====================================
-
-HPXML Schedules
-***************
-
-Schedules for a variety of building features can be 1) specified via simple inputs, 2) specified via detailed inputs, or 3) defaulted.
-It is allowed to use simple, detailed, and defaulted values in the same HPXML run.
-
-Simple Schedule Inputs
-~~~~~~~~~~~~~~~~~~~~~~
-
-Simple schedule inputs are available as weekday/weekend fractions and monthly multipliers for a variety of building characteristics.
-For example, see the ``WeekdayScheduleFractions``, ``WeekendScheduleFractions``, and ``MonthlyScheduleMultipliers`` inputs for :ref:`buildingoccupancy`.
-
-.. _detailedschedules:
-
-Detailed Schedule Inputs
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-Detailed schedule inputs allow schedule values for every hour or timestep of the simulation.
-They can be used to reflect real-world or stochastic occupancy.
-
-Detailed schedule inputs are provided via one or more CSV file that should be referenced in the HPXML file as ``/HPXML/SoftwareInfo/extension/SchedulesFilePath`` elements.
-The column names available in the schedule CSV files are:
-
-  ===============================  =====  =================================================================================  ===============================
-  Column Name                      Units  Description                                                                        Can Be Stochastically Generated
-  ===============================  =====  =================================================================================  ===============================
-  ``occupants``                    frac   Occupant heat gain schedule.                                                       Yes
-  ``lighting_interior``            frac   Interior lighting energy use schedule.                                             Yes
-  ``lighting_exterior``            frac   Exterior lighting energy use schedule.                                             No
-  ``lighting_garage``              frac   Garage lighting energy use schedule.                                               Yes
-  ``lighting_exterior_holiday``    frac   Exterior holiday lighting energy use schedule.                                     No
-  ``cooking_range``                frac   Cooking range & oven energy use schedule.                                          Yes
-  ``refrigerator``                 frac   Primary refrigerator energy use schedule.                                          No
-  ``extra_refrigerator``           frac   Non-primary refrigerator energy use schedule.                                      No
-  ``freezer``                      frac   Freezer energy use schedule.                                                       No
-  ``dishwasher``                   frac   Dishwasher energy use schedule.                                                    Yes
-  ``clothes_washer``               frac   Clothes washer energy use schedule.                                                Yes
-  ``clothes_dryer``                frac   Clothes dryer energy use schedule.                                                 Yes
-  ``ceiling_fan``                  frac   Ceiling fan energy use schedule.                                                   Yes
-  ``plug_loads_other``             frac   Other plug load energy use schedule.                                               Yes
-  ``plug_loads_tv``                frac   Television plug load energy use schedule.                                          Yes
-  ``plug_loads_vehicle``           frac   Electric vehicle plug load energy use schedule.                                    No
-  ``plug_loads_well_pump``         frac   Well pump plug load energy use schedule.                                           No
-  ``fuel_loads_grill``             frac   Grill fuel load energy use schedule.                                               No
-  ``fuel_loads_lighting``          frac   Lighting fuel load energy use schedule.                                            No
-  ``fuel_loads_fireplace``         frac   Fireplace fuel load energy use schedule.                                           No
-  ``pool_pump``                    frac   Pool pump energy use schedule.                                                     No
-  ``pool_heater``                  frac   Pool heater energy use schedule.                                                   No
-  ``hot_tub_pump``                 frac   Hot tub pump energy use schedule.                                                  No
-  ``hot_tub_heater``               frac   Hot tub heater energy use schedule.                                                No
-  ``hot_water_dishwasher``         frac   Dishwasher hot water use schedule.                                                 Yes
-  ``hot_water_clothes_washer``     frac   Clothes washer hot water use schedule.                                             Yes
-  ``hot_water_fixtures``           frac   Fixtures (sinks, showers, baths) hot water use schedule.                           Yes
-  ``heating_setpoint``             F      Thermostat heating setpoint schedule.                                              No
-  ``cooling_setpoint``             F      Thermostat cooling setpoint schedule.                                              No
-  ``water_heater_setpoint``        F      Water heater setpoint schedule.                                                    No
-  ``water_heater_operating_mode``  0/1    Heat pump water heater operating mode schedule. 0=hyrbid/auto, 1=heat pump only.   No
-  ``battery``                      frac   Battery schedule. Positive for charging, negative for discharging.                 No
-  ``vacancy``                      0/1    Vacancy schedule. 0=occupied, 1=vacant. Automatically overrides other columns.     N/A
-  ``outage``                       0/1    Power outage schedule. 0=power. 1=nopower. Automatically overrides other columns.  N/A
-  ===============================  =====  =================================================================================  ===============================
-
-Columns with units of `frac` must be normalized to MAX=1; that is, these schedules only define *when* energy is used, not *how much* energy is used.
-In other words, the amount of energy or hot water used in each simulation timestep is essentially the schedule value divided by the sum of all schedule values in the column, multiplied by the annual energy or hot water use.
-Example schedule CSV files are provided in the ``HPXMLtoOpenStudio/resources/schedule_files`` directory.
-
-The schedule file must have a full year of data even if the simulation is not an entire year.
-Frequency of schedule values do not need to match the simulation timestep.
-For example, hourly schedules can be used with a 10-minute simulation timestep, or 10-minute schedules can be used with an hourly simulation timestep.
-
-A detailed stochastic occupancy schedule CSV file can also be automatically generated for you (see "Can Be Stochastically Generated" above for applicable columns); see the :ref:`usage_instructions` for the commands.
-Inputs for the stochastic schedule generator are entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/BuildingOccupancy/NumberofResidents`` and ``/HPXML/Building/Site/Address/StateCode``.
-See :ref:`buildingoccupancy` and :ref:`buildingsite` for more information.
-
-.. warning::
-
-  For simulations with daylight saving enabled (which is the default), EnergyPlus will skip forward an hour in the CSV on the "spring forward" day and repeat an hour on the "fall back" day.
-
-Default Schedules
-~~~~~~~~~~~~~~~~~
-
-If neither simple nor detailed inputs are provided, then schedules are defaulted.
-Default schedules are typically smooth, averaged schedules.
-These default schedules are described elsewhere in the documentation (e.g., see :ref:`buildingoccupancy` for the default occupant heat gain schedule).
-
 HPXML Emissions Scenarios
 *************************
 
@@ -334,7 +176,7 @@ If EmissionsType is "CO2e", "NOx" or "SO2" and a given fuel's emissions factor i
   wood pellets  --              --             --
   ============  ==============  =============  =============
 
-Default values in lb/MBtu (million Btu) are from *Table 5.1.2(1) National Average Emission Factors for Household Fuels* from *ANSI/RESNET/ICCC 301 Standard for the Calculation and Labeling of the Energy Performance of Dwelling and Sleeping Units using an Energy Rating Index* and include both combustion and pre-combustion (e.g., methane leakage for natural gas) emissions.
+Default values in lb/MBtu (million Btu) are from *Table 5.1.2(1) National Average Emission Factors for Household Fuels* from *ANSI/RESNET/ICC 301 Standard for the Calculation and Labeling of the Energy Performance of Dwelling and Sleeping Units using an Energy Rating Index* and include both combustion and pre-combustion (e.g., methane leakage for natural gas) emissions.
 
 If no default value is available, a warning will be issued.
 
@@ -368,11 +210,12 @@ For simple utility rate structures, inputs can be entered using a fixed charge a
   Element                           Type      Units    Constraints  Required  Default   Notes
   ================================  ========  =======  ===========  ========  ========  ====================
   ``FuelType``                      string             electricity  Yes                 Fuel type
-  ``FixedCharge``                   double    $/month               No        12.0      Monthly fixed charge
+  ``FixedCharge``                   double    $/month               No        12.0      Monthly fixed charge [#]_
   ``MarginalRate``                  double    $/kWh                 No        See [#]_  Marginal flat rate
   ================================  ========  =======  ===========  ========  ========  ====================
 
-  .. [#] If MarginalRate not provided, defaults to state, regional, or national average based on EIA data that can be found at ``ReportUtilityBills/resources/Data/UtilityRates/Average_retail_price_of_electricity.csv``.
+  .. [#] If running :ref:`bldg_type_bldgs`, the fixed charge will apply to every dwelling unit in the building.
+  .. [#] If MarginalRate not provided, defaults to state, regional, or national average based on 2022 EIA data that can be found at ``ReportUtilityBills/resources/Data/UtilityRates/Average_retail_price_of_electricity.csv``.
 
 **Detailed**
 
@@ -408,11 +251,15 @@ For each scenario, fuel rates can be optionally entered as an ``/HPXML/SoftwareI
   .. [#] FuelType choices are "natural gas", "propane", "fuel oil", "coal", "wood", and "wood pellets".
   .. [#] FixedCharge defaults to $12/month for natural gas and $0/month for other fuels.
   .. [#] MarginalRate units are $/therm for natural gas, $/gallon for propane and fuel oil, and $/kBtu for other fuels.
-  .. [#] | If MarginalRate not provided, defaults to state, regional, or national average based on EIA data that can be found at:
-         | - **natural gas**: ``ReportUtilityBills/resources/Data/UtilityRates/NG_PRI_SUM_A_EPG0_PRS_DMCF_A.csv``
-         | - **propane**: ``ReportUtilityBills/resources/Data/UtilityRates/PET_PRI_WFR_A_EPLLPA_PRS_DPGAL_W.csv``
-         | - **fuel oil**: ``ReportUtilityBills/resources/Data/UtilityRates/PET_PRI_WFR_A_EPD2F_PRS_DPGAL_W.csv``
-         | or defaults to $0.015/kBtu for other fuels.
+  .. [#] If MarginalRate not provided, defaults to state, regional, or national average based on 2022 EIA data that can be found at:
+         
+         \- **natural gas**: ``ReportUtilityBills/resources/Data/UtilityRates/NG_PRI_SUM_A_EPG0_PRS_DMCF_A.csv``
+         
+         \- **propane**: ``ReportUtilityBills/resources/Data/UtilityRates/PET_PRI_WFR_A_EPLLPA_PRS_DPGAL_W.csv``
+         
+         \- **fuel oil**: ``ReportUtilityBills/resources/Data/UtilityRates/PET_PRI_WFR_A_EPD2F_PRS_DPGAL_W.csv``
+         
+         or defaults to $0.015/kBtu for other fuels.
 
 PV Compensation
 ~~~~~~~~~~~~~~~
@@ -489,6 +336,63 @@ You can create an additional column in the CSV file to define another unavailabl
 
   It is not possible to eliminate all HVAC/DHW energy use (e.g. crankcase/defrost energy, water heater parasitics) in EnergyPlus during an unavailable period.
 
+.. _hpxmlbuilding:
+
+HPXML Building
+--------------
+
+OpenStudio-HPXML can be used to model either individual residential :ref:`bldg_type_units` or :ref:`bldg_type_bldgs`.
+
+Each residential dwelling unit is entered in ``/HPXML/Building``.
+
+  =========================  ======  =======  ===========  ========  =======  ==============================================
+  Element                    Type    Units    Constraints  Required  Default  Notes
+  =========================  ======  =======  ===========  ========  =======  ==============================================
+  ``BuildingID``             id                            Yes                Unique identifier
+  =========================  ======  =======  ===========  ========  =======  ==============================================
+
+.. _bldg_type_units:
+
+Dwelling Units
+**************
+
+The OpenStudio-HPXML workflow was originally developed to model individual residential dwelling units -- either a single-family detached (SFD) building, or a single unit of a single-family attached (SFA) or multifamily (MF) building.
+This approach:
+
+- Is required/desired for certain applications (e.g., a Home Energy Score or an Energy Rating Index calculation).
+- Improves runtime speed by being able to simulate individual units in parallel (as opposed to simulating the entire building).
+
+When modeling individual units of SFA/MF buildings, current capabilities include:
+
+- Defining surfaces adjacent to generic SFA/MF spaces (e.g., "other housing unit" or "other multifamily buffer space"), in which temperature profiles will be assumed (see :ref:`hpxmllocations`).
+- Locating various building components (e.g., ducts, water heaters, appliances) in these SFA/MF spaces.
+- Defining shared systems (HVAC, water heating, mechanical ventilation, etc.), in which individual systems are modeled with adjustments to approximate their energy use attributed to the unit.
+
+Note that only the energy use attributed to each dwelling unit is calculated.
+
+.. _bldg_type_bldgs:
+
+Whole SFA/MF Buildings
+**********************
+
+As of OpenStudio-HPXML v1.7.0, a new capability was added for modeling whole SFA/MF buildings in a single combined simulation.
+
+For these simulations:
+
+- Each dwelling unit is described by a separate ``Building`` element in the HPXML file.
+- To run the single combined simulation, specify the Building ID as 'ALL' in the run_simulation.rb script or OpenStudio workflow.
+- Unit multipliers (using the ``NumberofUnits`` element) can be specified to model *unique* dwelling units, rather than *all* dwelling units, reducing simulation runtime.
+- Adjacent SFA/MF common spaces are still modeled using assumed temperature profiles, not as separate thermal zones.
+- Shared systems are still modeled as individual systems, not shared systems connected to multiple dwelling unit.
+
+Notes/caveats about this approach:
+
+- Some inputs (e.g., EPW location or ground conductivity) cannot vary across ``Building`` elements.
+- Batteries are not currently supported. Dehumidifiers and ground-source heat pumps are only supported if ``NumberofUnits`` is 1.
+- Utility bill calculations using detailed rates are not supported.
+
+Note that only the energy use for the entire building is calculated.
+
 .. _buildingsite:
 
 HPXML Building Site
@@ -575,10 +479,13 @@ Building occupancy is entered in ``/HPXML/Building/BuildingDetails/BuildingSumma
   ``extension/MonthlyScheduleMultipliers``  array                         No        See [#]_  12 comma-separated monthly multipliers
   ========================================  ========  =====  ===========  ========  ========  ========================
 
-  .. [#] | If NumberofResidents not provided, an *asset* calculation is performed assuming standard occupancy, in which various end use defaults (e.g., plug loads, appliances, and hot water usage) are calculated based on NumberofBedrooms and ConditionedFloorArea per `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
-         | If NumberofResidents is provided, an *operational* calculation is instead performed in which the end use defaults are adjusted using the relationship between NumberofBedrooms and NumberofResidents from `RECS 2015 <https://www.eia.gov/consumption/residential/reports/2015/overview/>`_:
-         | - **single-family detached or manufactured home**: NumberofBedrooms = -1.47 + 1.69 * NumberofResidents
-         | - **single-family attached or apartment unit**: NumberofBedrooms = -0.68 + 1.09 * NumberofResidents
+  .. [#] If NumberofResidents not provided, an *asset* calculation is performed assuming standard occupancy, in which various end use defaults (e.g., plug loads, appliances, and hot water usage) are calculated based on NumberofBedrooms and ConditionedFloorArea per `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
+         If NumberofResidents is provided, an *operational* calculation is instead performed in which the end use defaults are adjusted using the relationship between NumberofBedrooms and NumberofResidents from `RECS 2015 <https://www.eia.gov/consumption/residential/reports/2015/overview/>`_:
+
+         \- **single-family detached or manufactured home**: NumberofBedrooms = -1.47 + 1.69 * NumberofResidents
+
+         \- **single-family attached or apartment unit**: NumberofBedrooms = -0.68 + 1.09 * NumberofResidents
+
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figures 25 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.061, 0.061, 0.061, 0.061, 0.061, 0.061, 0.061, 0.053, 0.025, 0.015, 0.015, 0.015, 0.015, 0.015, 0.015, 0.015, 0.018, 0.033, 0.054, 0.054, 0.054, 0.061, 0.061, 0.061".
   .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values are used: "1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0".
 
@@ -591,6 +498,7 @@ Building construction is entered in ``/HPXML/Building/BuildingDetails/BuildingSu
   Element                                                    Type      Units      Constraints                        Required  Default   Notes
   =========================================================  ========  =========  =================================  ========  ========  =======================================================================
   ``ResidentialFacilityType``                                string               See [#]_                           Yes                 Type of dwelling unit
+  ``NumberofUnits``                                          integer              >= 1                               No        1         Unit multiplier [#]_
   ``NumberofConditionedFloors``                              double               > 0                                Yes                 Number of conditioned floors (including a conditioned basement; excluding a conditioned crawlspace)
   ``NumberofConditionedFloorsAboveGrade``                    double               > 0, <= NumberofConditionedFloors  Yes                 Number of conditioned floors above grade (including a walkout basement)
   ``NumberofBedrooms``                                       integer              >= 0                               Yes                 Number of bedrooms
@@ -600,10 +508,164 @@ Building construction is entered in ``/HPXML/Building/BuildingDetails/BuildingSu
   =========================================================  ========  =========  =================================  ========  ========  =======================================================================
 
   .. [#] ResidentialFacilityType choices are "single-family detached", "single-family attached", "apartment unit", or "manufactured home".
+  .. [#] NumberofUnits defines the number of similar dwelling units represented by the HPXML ``Building`` element.
+         EnergyPlus simulation results will be multiplied by this value.
+         For example, when modeling :ref:`bldg_type_bldgs`, this allows modeling *unique* dwelling units, rather than *all* dwelling units, to reduce simulation runtime.
   .. [#] If NumberofBathrooms not provided, calculated as NumberofBedrooms/2 + 0.5 based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
   .. [#] If neither ConditionedBuildingVolume nor AverageCeilingHeight provided, AverageCeilingHeight defaults to the lesser of 8.0 and InfiltrationVolume / ConditionedFloorArea.
          If needed, additional defaulting is performed using the following relationship: ConditionedBuildingVolume = ConditionedFloorArea * AverageCeilingHeight + ConditionedCrawlspaceVolume.
 
+HPXML Schedules
+***************
+
+Schedules for a variety of building features can be 1) specified via simple inputs, 2) specified via detailed inputs, or 3) defaulted.
+It is allowed to use simple, detailed, and defaulted values in the same HPXML run.
+
+Simple Schedule Inputs
+~~~~~~~~~~~~~~~~~~~~~~
+
+Simple schedule inputs are available as weekday/weekend fractions and monthly multipliers for a variety of building characteristics.
+For example, see the ``WeekdayScheduleFractions``, ``WeekendScheduleFractions``, and ``MonthlyScheduleMultipliers`` inputs for :ref:`buildingoccupancy`.
+
+.. _detailedschedules:
+
+Detailed Schedule Inputs
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+Detailed schedule inputs allow schedule values for every hour or timestep of the simulation.
+They can be used to reflect real-world or stochastic occupancy.
+
+Detailed schedule inputs are provided via one or more CSV file that should be referenced in the HPXML file as ``/HPXML/Building/BuildingDetails/BuildingSummary/extension/SchedulesFilePath`` elements.
+The column names available in the schedule CSV files are:
+
+  ===============================  =====  =================================================================================  ===============================
+  Column Name                      Units  Description                                                                        Can Be Stochastically Generated
+  ===============================  =====  =================================================================================  ===============================
+  ``occupants``                    frac   Occupant heat gain schedule.                                                       Yes
+  ``lighting_interior``            frac   Interior lighting energy use schedule.                                             Yes
+  ``lighting_exterior``            frac   Exterior lighting energy use schedule.                                             No
+  ``lighting_garage``              frac   Garage lighting energy use schedule.                                               Yes
+  ``lighting_exterior_holiday``    frac   Exterior holiday lighting energy use schedule.                                     No
+  ``cooking_range``                frac   Cooking range & oven energy use schedule.                                          Yes
+  ``refrigerator``                 frac   Primary refrigerator energy use schedule.                                          No
+  ``extra_refrigerator``           frac   Non-primary refrigerator energy use schedule.                                      No
+  ``freezer``                      frac   Freezer energy use schedule.                                                       No
+  ``dishwasher``                   frac   Dishwasher energy use schedule.                                                    Yes
+  ``clothes_washer``               frac   Clothes washer energy use schedule.                                                Yes
+  ``clothes_dryer``                frac   Clothes dryer energy use schedule.                                                 Yes
+  ``ceiling_fan``                  frac   Ceiling fan energy use schedule.                                                   Yes
+  ``plug_loads_other``             frac   Other plug load energy use schedule.                                               Yes
+  ``plug_loads_tv``                frac   Television plug load energy use schedule.                                          Yes
+  ``plug_loads_vehicle``           frac   Electric vehicle plug load energy use schedule.                                    No
+  ``plug_loads_well_pump``         frac   Well pump plug load energy use schedule.                                           No
+  ``fuel_loads_grill``             frac   Grill fuel load energy use schedule.                                               No
+  ``fuel_loads_lighting``          frac   Lighting fuel load energy use schedule.                                            No
+  ``fuel_loads_fireplace``         frac   Fireplace fuel load energy use schedule.                                           No
+  ``pool_pump``                    frac   Pool pump energy use schedule.                                                     No
+  ``pool_heater``                  frac   Pool heater energy use schedule.                                                   No
+  ``permanent_spa_pump``           frac   Permanent spa pump energy use schedule.                                            No
+  ``permanent_spa_heater``         frac   Permanent spa heater energy use schedule.                                          No
+  ``hot_water_dishwasher``         frac   Dishwasher hot water use schedule.                                                 Yes
+  ``hot_water_clothes_washer``     frac   Clothes washer hot water use schedule.                                             Yes
+  ``hot_water_fixtures``           frac   Fixtures (sinks, showers, baths) hot water use schedule.                           Yes
+  ``heating_setpoint``             F      Thermostat heating setpoint schedule.                                              No
+  ``cooling_setpoint``             F      Thermostat cooling setpoint schedule.                                              No
+  ``water_heater_setpoint``        F      Water heater setpoint schedule.                                                    No
+  ``water_heater_operating_mode``  0/1    Heat pump water heater operating mode schedule. 0=hybrid/auto, 1=heat pump only.   No
+  ``battery``                      frac   Battery schedule. Positive for charging, negative for discharging.                 No
+  ``vacancy``                      0/1    Vacancy schedule. 0=occupied, 1=vacant. Automatically overrides other columns.     N/A
+  ``outage``                       0/1    Power outage schedule. 0=power. 1=nopower. Automatically overrides other columns.  N/A
+  ===============================  =====  =================================================================================  ===============================
+
+Columns with units of `frac` must be normalized to MAX=1; that is, these schedules only define *when* energy is used, not *how much* energy is used.
+In other words, the amount of energy or hot water used in each simulation timestep is essentially the schedule value divided by the sum of all schedule values in the column, multiplied by the annual energy or hot water use.
+Example schedule CSV files are provided in the ``HPXMLtoOpenStudio/resources/schedule_files`` directory.
+
+The schedule file must have a full year of data even if the simulation is not an entire year.
+Frequency of schedule values do not need to match the simulation timestep.
+For example, hourly schedules can be used with a 10-minute simulation timestep, or 10-minute schedules can be used with an hourly simulation timestep.
+
+A detailed stochastic occupancy schedule CSV file can also be automatically generated for you (see "Can Be Stochastically Generated" above for applicable columns); see the :ref:`usage_instructions` for the commands.
+Inputs for the stochastic schedule generator are entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/BuildingOccupancy/NumberofResidents`` and ``/HPXML/Building/Site/Address/StateCode``.
+See :ref:`buildingoccupancy` and :ref:`buildingsite` for more information.
+
+.. warning::
+
+  For simulations with daylight saving enabled (which is the default), EnergyPlus will skip forward an hour in the CSV on the "spring forward" day and repeat an hour on the "fall back" day.
+
+Default Schedules
+~~~~~~~~~~~~~~~~~
+
+If neither simple nor detailed inputs are provided, then schedules are defaulted.
+Default schedules are typically smooth, averaged schedules.
+These default schedules are described elsewhere in the documentation (e.g., see :ref:`buildingoccupancy` for the default occupant heat gain schedule).
+
+.. _hvac_sizing_control:
+
+HPXML HVAC Sizing Control
+*************************
+
+HVAC equipment sizing controls are entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/extension/HVACSizingControl``.
+
+  =================================  ========  =====  ===========  ========  ========  ============================================
+  Element                            Type      Units  Constraints  Required  Default   Description
+  =================================  ========  =====  ===========  ========  ========  ============================================
+  ``AllowIncreasedFixedCapacities``  boolean                       No        false     Logic for fixed capacity HVAC equipment [#]_
+  ``HeatPumpSizingMethodology``      string           See [#]_     No        HERS      Logic for autosized heat pumps [#]_
+  =================================  ========  =====  ===========  ========  ========  ============================================
+
+  .. [#] If AllowIncreasedFixedCapacities is true, the larger of user-specified fixed capacity and design load will be used (to reduce potential for unmet loads); otherwise user-specified fixed capacity is used.
+  .. [#] HeatPumpSizingMethodology choices are 'ACCA', 'HERS', or 'MaxLoad'.
+  .. [#] If HeatPumpSizingMethodology is 'ACCA', autosized heat pumps have their nominal capacity sized per ACCA Manual J/S based on cooling design loads, with some oversizing allowances for larger heating design loads.
+         If HeatPumpSizingMethodology is 'HERS', autosized heat pumps have their nominal capacity sized equal to the larger of heating/cooling design loads.
+         If HeatPumpSizingMethodology is 'MaxLoad', autosized heat pumps have their nominal capacity sized based on the larger of heating/cooling design loads, while taking into account the heat pump's reduced capacity at the design temperature.
+
+If any HVAC equipment is being autosized (i.e., capacities are not provided), additional inputs for ACCA Manual J can be entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/extension/HVACSizingControl/ManualJInputs``.
+
+  =================================  ========  ======  ===========  ========  ============  ============================================
+  Element                            Type      Units   Constraints  Required  Default       Description
+  =================================  ========  ======  ===========  ========  ============  ============================================
+  ``HeatingDesignTemperature``       double    F                    No        See [#]_      Heating design temperature
+  ``CoolingDesignTemperature``       double    F                    No        See [#]_      Cooling design temperature
+  ``HeatingSetpoint``                double    F                    No        70            Conditioned space heating setpoint [#]_
+  ``CoolingSetpoint``                double    F                    No        75            Conditioned space cooling setpoint [#]_
+  ``HumiditySetpoint``               double    frac    0 - 1        No        See [#]_      Conditioned space relative humidity
+  ``InternalLoadsSensible``          double    Btu/hr               No        See [#]_      Sensible internal loads for cooling design load
+  ``InternalLoadsLatent``            double    Btu/hr               No        0             Latent internal loads for cooling design load
+  ``NumberofOccupants``              integer                        No        #Beds+1 [#]_  Number of occupants for cooling design load
+  =================================  ========  ======  ===========  ========  ============  ============================================
+
+  .. [#] If HeatingDesignTemperature not provided, the 99% heating design temperature is obtained from the DESIGN CONDITIONS header section inside the EPW weather file.
+         If not available in the EPW header, it is calculated from the 8760 hourly temperatures in the EPW.
+  .. [#] If CoolingDesignTemperature not provided, the 1% cooling design temperature is obtained from the DESIGN CONDITIONS header section inside the EPW weather file.
+         If not available in the EPW header, it is calculated from the 8760 hourly temperatures in the EPW.
+  .. [#] Any heating setpoint other than 70F is not in compliance with Manual J.
+  .. [#] Any cooling setpoint other than 75F is not in compliance with Manual J.
+  .. [#] If HumiditySetpoint not provided, defaults to 0.5 unless there is a dehumidifier with a lower setpoint, in which case that value is used.
+  .. [#] If InternalLoadsSensible not provided, defaults to 2400 Btu/hr if there is one refrigerator and no freezer, or 3600 Btu/hr if two refrigerators or a freezer.
+         This default represents loads that normally occur during the early evening in mid-summer.
+         Additional adjustments or custom internal loads can instead be specified here.
+  .. [#] If NumberofOccupants not provided, defaults to the number of bedrooms plus one per Manual J.
+         Each occupant produces an additional 230 Btu/hr sensible load and 200 Btu/hr latent load.
+
+.. _shadingcontrol:
+
+HPXML Shading Control
+*********************
+
+Shading controls for window and skylight summer/winter shading coefficients are entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/extension/ShadingControl``.
+If not provided, summer will be default based on the cooling season defined in the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_, using monthly average temperatures.
+The remainder of the year is winter.
+
+  ====================================  ========  =======  =============  ========  =======  =====================================
+  Element                               Type      Units    Constraints    Required  Default  Description
+  ====================================  ========  =======  =============  ========  =======  =====================================
+  ``SummerBeginMonth``                  integer            1 - 12         Yes                Summer shading start date
+  ``SummerBeginDayOfMonth``             integer            1 - 31         Yes                Summer shading start date
+  ``SummerEndMonth``                    integer            1 - 12         Yes                Summer shading end date
+  ``SummerEndDayOfMonth``               integer            1 - 31         Yes                Summer shading end date
+  ====================================  ========  =======  =============  ========  =======  =====================================
+
 HPXML Climate Zones
 -------------------
 
@@ -761,10 +823,13 @@ The presence of a flue or chimney with combustion air from conditioned space can
   ``extension/HasFlueOrChimneyInConditionedSpace``  boolean                      No         See [#]_  Flue or chimney with combustion air from conditioned space
   ================================================  =======  =====  ===========  =========  ========  ===============================================
 
-  .. [#] | If HasFlueOrChimneyInConditionedSpace not provided, defaults to true if any of the following conditions are met, otherwise false:
-         | - heating system is non-electric Furnace, Boiler, WallFurnace, FloorFurnace, Stove, PortableHeater, or FixedHeater located in conditioned space and AFUE/Percent is less than 0.89,
-         | - heating system is non-electric Fireplace located in conditioned space, or
-         | - water heater is non-electric with energy factor (or equivalent calculated from uniform energy factor) less than 0.63 and located in conditioned space.
+  .. [#] If HasFlueOrChimneyInConditionedSpace not provided, defaults to true if any of the following conditions are met, otherwise false:
+         
+         \- heating system is non-electric Furnace, Boiler, WallFurnace, FloorFurnace, Stove, or SpaceHeater located in conditioned space and AFUE/Percent is less than 0.89,
+         
+         \- heating system is non-electric Fireplace located in conditioned space, or
+         
+         \- water heater is non-electric with energy factor (or equivalent calculated from uniform energy factor) less than 0.63 and located in conditioned space.
   
 HPXML Attics
 ************
@@ -796,6 +861,12 @@ If the dwelling unit has a vented crawlspace, crawlspace ventilation information
   .. [#] UnitofMeasure only choice is "SLA" (specific leakage area).
   .. [#] Value default based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
 
+If the dwelling has a manufactured home belly-and-wing foundation, whether a
+skirt is present can be optionally entered in
+``/HPXML/Building/BuildingDetails/Enclosure/Foundations/Foundation/FoundationType/BellyAndWing/SkirtPresent``.
+The default, if that value is missing, is to assume there is a skirt present and
+the floors above that foundation do not have exposure to the wind. 
+
 HPXML Roofs
 ***********
 
@@ -822,25 +893,35 @@ For a multifamily building where the dwelling unit has another dwelling unit abo
   ``Insulation/AssemblyEffectiveRValue``  double             F-ft2-hr/Btu      > 0                    Yes                                        Assembly R-value [#]_
   ======================================  =================  ================  =====================  =========  ==============================  ==================================
 
-  .. [#] InteriorAdjacentTo choices are "attic - vented", "attic - unvented", "living space", or "garage".
+  .. [#] InteriorAdjacentTo choices are "attic - vented", "attic - unvented", "conditioned space", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] If neither Azimuth nor Orientation provided, and it's a *pitched* roof, modeled as four surfaces of equal area facing every direction.
          Azimuth/Orientation is irrelevant for *flat* roofs.
   .. [#] RoofType choices are "asphalt or fiberglass shingles", "wood shingles or shakes", "shingles", "slate or tile shingles", "metal surfacing", "plastic/rubber/synthetic sheeting", "expanded polystyrene sheathing", "concrete", or "cool roof".
   .. [#] RoofColor choices are "light", "medium", "medium dark", "dark", or "reflective".
-  .. [#] | If SolarAbsorptance not provided, defaults based on RoofType and RoofColor:
-         | - **asphalt or fiberglass shingles**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
-         | - **wood shingles or shakes**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
-         | - **shingles**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
-         | - **slate or tile shingles**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
-         | - **metal surfacing**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
-         | - **plastic/rubber/synthetic sheeting**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
-         | - **expanded polystyrene sheathing**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
-         | - **concrete**: dark=0.90, medium dark=0.83, medium=0.75, light=0.65, reflective=0.50
-         | - **cool roof**: 0.30
+  .. [#] If SolarAbsorptance not provided, defaults based on RoofType and RoofColor:
+         
+         \- **asphalt or fiberglass shingles**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
+         
+         \- **wood shingles or shakes**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
+         
+         \- **shingles**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
+         
+         \- **slate or tile shingles**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
+         
+         \- **metal surfacing**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
+         
+         \- **plastic/rubber/synthetic sheeting**: dark=0.90, medium dark=0.83, medium=0.75, light=0.60, reflective=0.30
+         
+         \- **expanded polystyrene sheathing**: dark=0.92, medium dark=0.89, medium=0.85, light=0.75, reflective=0.50
+         
+         \- **concrete**: dark=0.90, medium dark=0.83, medium=0.75, light=0.65, reflective=0.50
+         
+         \- **cool roof**: 0.30
+         
   .. [#] InteriorFinish/Type choices are "gypsum board", "gypsum composite board", "plaster", "wood", "other", or "none".
-  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is living space, otherwise "none".
+  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is conditioned space, otherwise "none".
   .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
 
 HPXML Rim Joists
@@ -865,25 +946,31 @@ Each rim joist surface (i.e., the perimeter of floor joists typically found betw
 
   .. [#] ExteriorAdjacentTo choices are "outside", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
+  .. [#] InteriorAdjacentTo choices are "conditioned space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] If neither Azimuth nor Orientation provided, and it's an *exterior* rim joist, modeled as four surfaces of equal area facing every direction.
          Azimuth/Orientation is irrelevant for *interior* rim joists.
   .. [#] Siding choices are "wood siding", "vinyl siding", "stucco", "fiber cement siding", "brick veneer", "aluminum siding", "masonite siding", "composite shingle siding", "asbestos siding", "synthetic stucco", or "none".
   .. [#] Color choices are "light", "medium", "medium dark", "dark", or "reflective".
-  .. [#] | If SolarAbsorptance not provided, defaults based on Color:
-         | - **dark**: 0.95
-         | - **medium dark**: 0.85
-         | - **medium**: 0.70
-         | - **light**: 0.50
-         | - **reflective**: 0.30
+  .. [#] If SolarAbsorptance not provided, defaults based on Color:
+         
+         \- **dark**: 0.95
+         
+         \- **medium dark**: 0.85
+         
+         \- **medium**: 0.70
+         
+         \- **light**: 0.50
+         
+         \- **reflective**: 0.30
+         
   .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
 
 HPXML Walls
 ***********
 
-Each wall surface not attached to a foundation space is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Walls/Wall``.
+Each wall surface is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Walls/Wall``.
 
   ======================================  =================  ================  =====================  =============  ===========  ====================================
   Element                                 Type               Units             Constraints            Required       Default      Notes
@@ -905,28 +992,35 @@ Each wall surface not attached to a foundation space is entered as an ``/HPXML/B
 
   .. [#] ExteriorAdjacentTo choices are "outside", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
+  .. [#] InteriorAdjacentTo choices are "conditioned space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] WallType child element choices are ``WoodStud``, ``DoubleWoodStud``, ``ConcreteMasonryUnit``, ``StructuralInsulatedPanel``, ``InsulatedConcreteForms``, ``SteelFrame``, ``SolidConcrete``, ``StructuralBrick``, ``StrawBale``, ``Stone``, ``LogWall``, or ``Adobe``.
   .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] If neither Azimuth nor Orientation provided, and it's an *exterior* wall, modeled as four surfaces of equal area facing every direction.
-         Azimuth/Orientation is irrelevant for *interior* walls (e.g., between living space and garage).
+         Azimuth/Orientation is irrelevant for *interior* walls (e.g., between conditioned space and garage).
   .. [#] Siding choices are "wood siding", "vinyl siding", "stucco", "fiber cement siding", "brick veneer", "aluminum siding", "masonite siding", "composite shingle siding", "asbestos siding", "synthetic stucco", or "none".
   .. [#] Color choices are "light", "medium", "medium dark", "dark", or "reflective".
-  .. [#] | If SolarAbsorptance not provided, defaults based on Color:
-         | - **dark**: 0.95
-         | - **medium dark**: 0.85
-         | - **medium**: 0.70
-         | - **light**: 0.50
-         | - **reflective**: 0.30
+  .. [#] If SolarAbsorptance not provided, defaults based on Color:
+         
+         \- **dark**: 0.95
+         
+         \- **medium dark**: 0.85
+         
+         \- **medium**: 0.70
+         
+         \- **light**: 0.50
+         
+         \- **reflective**: 0.30
+         
   .. [#] InteriorFinish/Type choices are "gypsum board", "gypsum composite board", "plaster", "wood", "other", or "none".
-  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is living space or basement - conditioned, otherwise "none".
+  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is conditioned space or basement - conditioned, otherwise "none".
   .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
 
 HPXML Foundation Walls
 **********************
 
-Each wall surface attached to a foundation space is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/FoundationWalls/FoundationWall``.
+Each foundation wall surface is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/FoundationWalls/FoundationWall``.
+Any wall surface in contact with the ground is considered a foundation wall.
 
   ==============================================================  =================  ================  ===================  =========  ==============  ====================================
   Element                                                         Type               Units             Constraints          Required   Default         Notes
@@ -1000,14 +1094,18 @@ Each floor/ceiling surface that is not in contact with the ground (Slab) nor adj
   ``Insulation/AssemblyEffectiveRValue``  double    F-ft2-hr/Btu  > 0          Yes                 Assembly R-value [#]_
   ======================================  ========  ============  ===========  ========  ========  ============================
 
-  .. [#] ExteriorAdjacentTo choices are "outside", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] ExteriorAdjacentTo choices are "outside", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", or "manufactured home underbelly".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
+  .. [#] InteriorAdjacentTo choices are "conditioned space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] FloorType child element choices are ``WoodFrame``, ``StructuralInsulatedPanel``, ``SteelFrame``, or ``SolidConcrete``.
   .. [#] InteriorFinish/Type choices are "gypsum board", "gypsum composite board", "plaster", "wood", "other", or "none".
-  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is living space and the surface is a ceiling, otherwise "none".
-  .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
+  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is conditioned space and the surface is a ceiling, otherwise "none".
+  .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior
+    air films, and insulation installation grade. For a manufactured home belly
+    where the area of the belly wrap is different and usually greater than the
+    floor area, the AssemblyEffectiveRValue should be adjusted to account for
+    the surface area of the belly wrap and insulation.
 
 For floors adjacent to "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space", additional information is entered in ``Floor``.
 
@@ -1032,7 +1130,7 @@ Each space type that borders the ground (i.e., basement, crawlspace, garage, and
   ``Area``                                                 double    ft2           > 0          Yes                  Gross area
   ``Thickness``                                            double    in            >= 0         No         See [#]_  Thickness [#]_
   ``ExposedPerimeter``                                     double    ft            >= 0         Yes                  Perimeter exposed to ambient conditions [#]_
-  ``DepthBelowGrade``                                      double    ft            >= 0         See [#]_             Depth from the top of the slab surface to grade
+  ``DepthBelowGrade``                                      double    ft            >= 0         No         See [#]_  Depth from the top of the slab surface to grade
   ``PerimeterInsulation/SystemIdentifier``                 id                                   Yes                  Unique identifier
   ``PerimeterInsulation/Layer/NominalRValue``              double    F-ft2-hr/Btu  >= 0         Yes                  R-value of vertical insulation
   ``PerimeterInsulation/Layer/InsulationDepth``            double    ft            >= 0         Yes                  Depth from top of slab to bottom of vertical insulation
@@ -1044,14 +1142,14 @@ Each space type that borders the ground (i.e., basement, crawlspace, garage, and
   ``extension/CarpetRValue``                               double    F-ft2-hr/Btu  >= 0         No         See [#]_  Carpet R-value
   =======================================================  ========  ============  ===========  =========  ========  ====================================================
 
-  .. [#] InteriorAdjacentTo choices are "living space", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
+  .. [#] InteriorAdjacentTo choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] If Thickness not provided, defaults to 0 when adjacent to crawlspace and 4 inches for all other cases.
   .. [#] For a crawlspace with a dirt floor, enter a thickness of zero.
   .. [#] ExposedPerimeter includes any slab length that falls along the perimeter of the building's footprint (i.e., is exposed to ambient conditions).
          So a basement slab edge adjacent to a garage or crawlspace, for example, should not be included.
-  .. [#] DepthBelowGrade only required if the attached foundation has no ``FoundationWalls``.
-         For foundation types with walls, the the slab's position relative to grade is determined by the ``FoundationWall/DepthBelowGrade`` value.
+  .. [#] If DepthBelowGrade not provided, defaults to zero for foundation types without walls.
+         For foundation types with walls, DepthBelowGrade is ignored as the slab's position relative to grade is determined by the ``FoundationWall/DepthBelowGrade`` value(s).
   .. [#] InsulationWidth only required if InsulationSpansEntireSlab=true is not provided.
   .. [#] InsulationSpansEntireSlab=true only required if InsulationWidth is not provided.
   .. [#] If CarpetFraction not provided, defaults to 0.8 when adjacent to conditioned space, otherwise 0.0.
@@ -1087,17 +1185,21 @@ Each window or glass door area is entered as an ``/HPXML/Building/BuildingDetail
   .. [#] Summer vs winter shading seasons are determined per :ref:`shadingcontrol`.
   .. [#] InteriorShading/SummerShadingCoefficient default value indicates 30% reduction in solar heat gain, based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
   .. [#] InteriorShading/WinterShadingCoefficient default value indicates 15% reduction in solar heat gain, based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
-  .. [#] | GlassType choices are "clear" or "low-e". The ``UFactor`` and ``SHGC`` of the window will be adjusted depending on the ``GlassType``, based on correlations derived using `data reported by PNNL <https://labhomes.pnnl.gov/documents/PNNL_24444_Thermal_and_Optical_Properties_Low-E_Storm_Windows_Panels.pdf>`_. 
-         | - **clear storm windows**: U-factor = U-factor of base window - (0.6435 * U-factor of base window - 0.1533); SHGC = 0.9 * SHGC of base window
-         | - **low-e storm windows**: U-factor = U-factor of base window - (0.766 * U-factor of base window - 0.1532); SHGC = 0.8 * SHGC of base window
-         | Note that a storm window is not allowed for a window with U-factor lower than 0.45.
+  .. [#] GlassType choices are "clear" or "low-e". The ``UFactor`` and ``SHGC`` of the window will be adjusted depending on the ``GlassType``, based on correlations derived using `data reported by PNNL <https://labhomes.pnnl.gov/documents/PNNL_24444_Thermal_and_Optical_Properties_Low-E_Storm_Windows_Panels.pdf>`_. 
+         
+         \- **clear storm windows**: U-factor = U-factor of base window - (0.6435 * U-factor of base window - 0.1533); SHGC = 0.9 * SHGC of base window
+         
+         \- **low-e storm windows**: U-factor = U-factor of base window - (0.766 * U-factor of base window - 0.1532); SHGC = 0.8 * SHGC of base window
+         
+         Note that a storm window is not allowed for a window with U-factor lower than 0.45.
+         
   .. [#] FractionOperable reflects whether the windows are operable (can be opened), not how they are used by the occupants.
          If a ``Window`` represents a single window, the value should be 0 or 1.
          If a ``Window`` represents multiple windows (e.g., 4), the value should be between 0 and 1 (e.g., 0, 0.25, 0.5, 0.75, or 1).
          The total open window area for natural ventilation is calculated using A) the operable fraction, B) the assumption that 50% of the area of operable windows can be open, and C) the assumption that 20% of that openable area is actually opened by occupants whenever outdoor conditions are favorable for cooling.
   .. [#] AttachedToWall must reference a ``Wall`` or ``FoundationWall``.
 
-If operable windows are defined, the availability of natural ventilation is entered in ``/HPXML/SoftwareInfo/extension``.
+If operable windows are defined, the availability of natural ventilation is entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/extension``.
 
   =============================================  ========  =========  ===========  ========  ========  ========================================================
   Element                                        Type      Units      Constraints  Required  Default   Notes
@@ -1191,10 +1293,14 @@ Each skylight is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Skyli
   .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] GlassLayers choices are "single-pane", "double-pane", or "triple-pane".
   .. [#] Summer vs winter shading seasons are determined per :ref:`shadingcontrol`.
-  .. [#] | GlassType choices are "clear" or "low-e". The ``UFactor`` and ``SHGC`` of the skylight will be adjusted depending on the ``GlassType``, based on correlations derived using `data reported by PNNL <https://labhomes.pnnl.gov/documents/PNNL_24444_Thermal_and_Optical_Properties_Low-E_Storm_Windows_Panels.pdf>`_. 
-         | - **clear storm windows**: U-factor = U-factor of base window - (0.6435 * U-factor of base window - 0.1533); SHGC = 0.9 * SHGC of base window
-         | - **low-e storm windows**: U-factor = U-factor of base window - (0.766 * U-factor of base window - 0.1532); SHGC = 0.8 * SHGC of base window
-         | Note that a storm window is not allowed for a skylight with U-factor lower than 0.45.
+  .. [#] GlassType choices are "clear" or "low-e". The ``UFactor`` and ``SHGC`` of the skylight will be adjusted depending on the ``GlassType``, based on correlations derived using `data reported by PNNL <https://labhomes.pnnl.gov/documents/PNNL_24444_Thermal_and_Optical_Properties_Low-E_Storm_Windows_Panels.pdf>`_. 
+         
+         \- **clear storm windows**: U-factor = U-factor of base window - (0.6435 * U-factor of base window - 0.1533); SHGC = 0.9 * SHGC of base window
+         
+         \- **low-e storm windows**: U-factor = U-factor of base window - (0.766 * U-factor of base window - 0.1532); SHGC = 0.8 * SHGC of base window
+         
+         Note that a storm window is not allowed for a skylight with U-factor lower than 0.45.
+         
   .. [#] AttachedToRoof must reference a ``Roof``.
 
 If UFactor and SHGC are not provided and GlassLayers is not "glass block", additional information is entered in ``Skylight``.
@@ -1320,18 +1426,24 @@ Each heating system (other than a heat pump) is entered as an ``/HPXML/Building/
   ``FractionHeatLoadServed``         double    frac    0 - 1 [#]_   See [#]_                  Fraction of heating load served
   =================================  ========  ======  ===========  ========  ==============  ===============================
 
-  .. [#] UnitLocation choices are "living space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", or "unconditioned space".
-  .. [#] | If UnitLocation not provided, defaults based on the distribution system:
-         | - **none**: "living space"
-         | - **air**: supply duct location with the largest area, otherwise "living space"
-         | - **hydronic**: same default logic as :ref:`waterheatingsystems`
-         | - **dse**: "living space" if ``FractionHeatLoadServed`` is 1, otherwise "unconditioned space"
-  .. [#] HeatingSystemType child element choices are ``ElectricResistance``, ``Furnace``, ``WallFurnace``, ``FloorFurnace``, ``Boiler``, ``Stove``, ``PortableHeater``, ``FixedHeater``, or ``Fireplace``.
+  .. [#] UnitLocation choices are "conditioned space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", "manufactured home belly", or "unconditioned space".
+  .. [#] If UnitLocation not provided, defaults based on the distribution system:
+         
+         \- **none**: "conditioned space"
+         
+         \- **air**: supply duct location with the largest area, otherwise "conditioned space"
+         
+         \- **hydronic**: same default logic as :ref:`waterheatingsystems`
+         
+         \- **dse**: "conditioned space" if ``FractionHeatLoadServed`` is 1, otherwise "unconditioned space"
+         
+  .. [#] HeatingSystemType child element choices are ``ElectricResistance``, ``Furnace``, ``WallFurnace``, ``FloorFurnace``, ``Boiler``, ``Stove``, ``SpaceHeater``, or ``Fireplace``.
   .. [#] HeatingSystemFuel choices are "electricity", "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "wood", or "wood pellets".
          For ``ElectricResistance``, "electricity" is required.
   .. [#] Heating capacity autosized per ACCA Manual J/S based on heating design load.
   .. [#] The sum of all ``FractionHeatLoadServed`` (across all HVAC systems) must be less than or equal to 1.
   .. [#] FractionHeatLoadServed is required unless the heating system is a heat pump backup system (i.e., referenced by a ``HeatPump[BackupType="separate"]/BackupSystem``; see :ref:`hvac_heatpump`), in which case FractionHeatLoadServed is not allowed.
+         Heat pump backup will only operate during colder temperatures when the heat pump runs out of heating capacity or is disabled due to a switchover/lockout temperature.
 
 Electric Resistance
 ~~~~~~~~~~~~~~~~~~~
@@ -1428,9 +1540,11 @@ If an in-unit boiler if specified, additional information is entered in ``Heatin
   ``ElectricAuxiliaryEnergy``  double    kWh/yr  >= 0         No        See [#]_  Electric auxiliary energy
   ===========================  ========  ======  ===========  ========  ========  =========================
 
-  .. [#] | If ElectricAuxiliaryEnergy not provided, defaults as follows:
-         | - **Oil boiler**: 330 kWh/yr
-         | - **Gas boiler**: 170 kWh/yr
+  .. [#] If ElectricAuxiliaryEnergy not provided, defaults as follows:
+         
+         \- **Oil boiler**: 330 kWh/yr
+         
+         \- **Gas boiler**: 170 kWh/yr
 
 If instead a shared boiler is specified, additional information is entered in ``HeatingSystem``.
 
@@ -1442,10 +1556,14 @@ If instead a shared boiler is specified, additional information is entered in ``
   ``ElectricAuxiliaryEnergy`` or ``extension/FanCoilWatts``     double    kWh/yr or W  >= 0         No [#]_             Electric auxiliary energy or fan coil power
   ============================================================  ========  ===========  ===========  ========  ========  =========================
 
-  .. [#] | If ElectricAuxiliaryEnergy nor SharedLoopWatts provided, defaults as follows:
-         | - **Shared boiler w/ baseboard**: 220 kWh/yr
-         | - **Shared boiler w/ water loop heat pump**: 265 kWh/yr
-         | - **Shared boiler w/ fan coil**: 438 kWh/yr
+  .. [#] If ElectricAuxiliaryEnergy nor SharedLoopWatts provided, defaults as follows:
+         
+         \- **Shared boiler w/ baseboard**: 220 kWh/yr
+         
+         \- **Shared boiler w/ water loop heat pump**: 265 kWh/yr
+         
+         \- **Shared boiler w/ fan coil**: 438 kWh/yr
+         
   .. [#] FanCoilWatts only used if boiler connected to fan coil and SharedLoopWatts provided.
 
 Stove
@@ -1462,10 +1580,10 @@ If a stove is specified, additional information is entered in ``HeatingSystem``.
   ``extension/FanPowerWatts``                           double   W       >= 0         No        40         Fan power
   ====================================================  =======  ======  ===========  ========  =========  ===================
 
-Portable/Fixed Heater
-~~~~~~~~~~~~~~~~~~~~~
+Space Heater
+~~~~~~~~~~~~
 
-If a portable heater or fixed heater is specified, additional information is entered in ``HeatingSystem``.
+If a space heater (portable or fixed) is specified, additional information is entered in ``HeatingSystem``.
 
   ==================================================  ======  =====  ===========  ========  =========  ===================
   Element                                             Type    Units  Constraints  Required  Default    Notes
@@ -1505,11 +1623,15 @@ Each cooling system (other than a heat pump) is entered as an ``/HPXML/Building/
   ``FractionCoolLoadServed``  double    frac    0 - 1 [#]_   Yes                 Fraction of cooling load served
   ==========================  ========  ======  ===========  ========  ========  ===============================
 
-  .. [#] UnitLocation choices are "living space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", or "unconditioned space".
-  .. [#] | If UnitLocation not provided, defaults based on the distribution system:
-         | - **none**: "living space"
-         | - **air**: supply duct location with the largest area, otherwise "living space"
-         | - **dse**: "living space" if ``FractionCoolLoadServed`` is 1, otherwise "unconditioned space"
+  .. [#] UnitLocation choices are "conditioned space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", "manufactured home belly", or "unconditioned space".
+  .. [#] If UnitLocation not provided, defaults based on the distribution system:
+         
+         \- **none**: "conditioned space"
+         
+         \- **air**: supply duct location with the largest area, otherwise "conditioned space"
+         
+         \- **dse**: "conditioned space" if ``FractionCoolLoadServed`` is 1, otherwise "unconditioned space"
+         
   .. [#] CoolingSystemType choices are "central air conditioner", "room air conditioner", "evaporative cooler", "mini-split", "chiller", "cooling tower", or "packaged terminal air conditioner".
   .. [#] CoolingSystemFuel only choice is "electricity".
   .. [#] The sum of all ``FractionCoolLoadServed`` (across all HVAC systems) must be less than or equal to 1.
@@ -1519,26 +1641,28 @@ Central Air Conditioner
 
 If a central air conditioner is specified, additional information is entered in ``CoolingSystem``.
 
-  ================================================================  ======  ===========  ===========  ========  ==============  ===========================================================
-  Element                                                           Type    Units        Constraints  Required  Default         Notes
-  ================================================================  ======  ===========  ===========  ========  ==============  ===========================================================
-  ``DistributionSystem``                                            idref   See [#]_     Yes                                    ID of attached distribution system
-  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double  Btu/Wh or #  > 0          Yes                       Rated efficiency [#]_
-  ``CoolingCapacity``                                               double  Btu/hr       >= 0         No        autosized [#]_  Cooling output capacity
-  ``SensibleHeatFraction``                                          double  frac         0 - 1        No        See [#]_        Sensible heat fraction
-  ``CompressorType``                                                string               See [#]_     No        See [#]_        Type of compressor
-  ``extension/FanPowerWattsPerCFM``                                 double  W/cfm        >= 0         No        See [#]_        Blower fan efficiency at maximum fan speed [#]_
-  ``extension/AirflowDefectRatio``                                  double  frac         -0.9 - 9     No        0.0             Deviation between design/installed airflows [#]_
-  ``extension/ChargeDefectRatio``                                   double  frac         -0.9 - 9     No        0.0             Deviation between design/installed refrigerant charges [#]_
-  ``extension/CrankcaseHeaterPowerWatts``                           double  W                         No        50.0            Crankcase heater power
-  ================================================================  ======  ===========  ===========  ========  ==============  ===========================================================
+  ================================================================  =======  ===========  ===========  ========  ==============  ===========================================================
+  Element                                                           Type     Units        Constraints  Required  Default         Notes
+  ================================================================  =======  ===========  ===========  ========  ==============  ===========================================================
+  ``DistributionSystem``                                            idref    See [#]_     Yes                                    ID of attached distribution system
+  ``CoolingCapacity``                                               double   Btu/hr       >= 0         No        autosized [#]_  Cooling output capacity
+  ``CompressorType``                                                string                See [#]_     No        See [#]_        Type of compressor
+  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double   Btu/Wh or #  > 0          Yes                       Rated efficiency [#]_
+  ``SensibleHeatFraction``                                          double   frac         0 - 1        No        See [#]_        Sensible heat fraction
+  ``CoolingDetailedPerformanceData``                                element                            No        <none>          Cooling detailed performance data [#]_
+  ``extension/FanPowerWattsPerCFM``                                 double   W/cfm        >= 0         No        See [#]_        Blower fan efficiency at maximum fan speed [#]_
+  ``extension/AirflowDefectRatio``                                  double   frac         -0.9 - 9     No        0.0             Deviation between design/installed airflows [#]_
+  ``extension/ChargeDefectRatio``                                   double   frac         -0.9 - 9     No        0.0             Deviation between design/installed refrigerant charges [#]_
+  ``extension/CrankcaseHeaterPowerWatts``                           double   W                         No        50.0            Crankcase heater power
+  ================================================================  =======  ===========  ===========  ========  ==============  ===========================================================
 
   .. [#] HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
-  .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 (assumed to be a split system).
   .. [#] Cooling capacity autosized per ACCA Manual J/S based on cooling design load.
-  .. [#] If not provided, defaults to 0.73 for single/two stage and 0.78 for variable speed.
   .. [#] CompressorType choices are "single stage", "two stage", or "variable speed".
   .. [#] If CompressorType not provided, defaults to "single stage" if SEER <= 15, else "two stage" if SEER <= 21, else "variable speed".
+  .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 (assumed to be a split system).
+  .. [#] If SensibleHeatFraction not provided, defaults to 0.73 for single/two stage and 0.78 for variable speed.
+  .. [#] If CoolingDetailedPerformanceData is provided, see :ref:`clg_detailed_perf_data`.
   .. [#] If FanPowerWattsPerCFM not provided, defaults to using attached furnace W/cfm if available, else 0.5 W/cfm if SEER <= 13.5, else 0.375 W/cfm.
   .. [#] If there is a heating system attached to the DistributionSystem, the heating and cooling systems cannot have different values for FanPowerWattsPerCFM.
   .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
@@ -1555,15 +1679,15 @@ If a room air conditioner is specified, additional information is entered in ``C
   ==================================================================  ======  ======  ===========  ========  ==============  ============================================
   Element                                                             Type    Units   Constraints  Required  Default         Notes
   ==================================================================  ======  ======  ===========  ========  ==============  ============================================
-  ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``      double  Btu/Wh  > 0          Yes                       Rated efficiency
   ``CoolingCapacity``                                                 double  Btu/hr  >= 0         No        autosized [#]_  Cooling output capacity
+  ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``      double  Btu/Wh  > 0          Yes                       Rated efficiency
   ``SensibleHeatFraction``                                            double  frac    0 - 1        No        0.65            Sensible heat fraction
   ``IntegratedHeatingSystemFuel``                                     string          See [#]_     No        <none>          Fuel type of integrated heater
   ``extension/CrankcaseHeaterPowerWatts``                             double  W                    No        0.0             Crankcase heater power
   ==================================================================  ======  ======  ===========  ========  ==============  ============================================
 
-  .. [#] IntegratedHeatingSystemFuel choices are "electricity", "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "wood", or "wood pellets".
   .. [#] Cooling capacity autosized per ACCA Manual J/S based on cooling design load.
+  .. [#] IntegratedHeatingSystemFuel choices are "electricity", "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "wood", or "wood pellets".
 
 If the room air conditioner has integrated heating, additional information is entered in ``CoolingSystem``.
 Note that a room air conditioner with reverse cycle heating should be entered as a heat pump; see :ref:`room_ac_reverse_cycle`.
@@ -1587,8 +1711,8 @@ If a PTAC is specified, additional information is entered in ``CoolingSystem``.
   ==================================================================  ======  ======  ===========  ========  ==============  ==========================================
   Element                                                             Type    Units   Constraints  Required  Default         Notes
   ==================================================================  ======  ======  ===========  ========  ==============  ==========================================
-  ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``      double  Btu/Wh  > 0          Yes                       Rated efficiency
   ``CoolingCapacity``                                                 double  Btu/hr  >= 0         No        autosized [#]_  Cooling output capacity
+  ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``      double  Btu/Wh  > 0          Yes                       Rated efficiency
   ``SensibleHeatFraction``                                            double  frac    0 - 1        No        0.65            Sensible heat fraction
   ``IntegratedHeatingSystemFuel``                                     string          See [#]_     No        <none>          Fuel type of integrated heater
   ``extension/CrankcaseHeaterPowerWatts``                             double  W                    No        0.0             Crankcase heater power
@@ -1623,7 +1747,7 @@ If an evaporative cooler is specified, additional information is entered in ``Co
   ``CoolingCapacity``                double    Btu/hr  >= 0         No        autosized [#]_  Cooling output capacity
   =================================  ========  ======  ===========  ========  ==============  ==================================
 
-  .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
+  .. [#] If DistributionSystem provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] Cooling capacity autosized per ACCA Manual J/S based on cooling design load.
 
 Mini-Split Air Conditioner
@@ -1635,18 +1759,22 @@ If a mini-split air conditioner is specified, additional information is entered
   Element                                                           Type      Units   Constraints  Required  Default         Notes
   ================================================================  ========  ======  ===========  ========  ==============  ===========================================================
   ``DistributionSystem``                                            idref             See [#]_     No                        ID of attached distribution system
-  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double    Btu/Wh  > 0          Yes                       Rated cooling efficiency [#]_
   ``CoolingCapacity``                                               double    Btu/hr  >= 0         No        autosized [#]_  Cooling output capacity
+  ``CompressorType``                                                string            See [#]_     No        variable speed  Type of compressor
+  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double    Btu/Wh  > 0          Yes                       Rated cooling efficiency [#]_
   ``SensibleHeatFraction``                                          double    frac    0 - 1        No        0.73            Sensible heat fraction
+  ``CoolingDetailedPerformanceData``                                element                        No        <none>          Cooling detailed performance data [#]_
   ``extension/FanPowerWattsPerCFM``                                 double    W/cfm   >= 0         No        See [#]_        Blower fan efficiency at maximum fan speed
   ``extension/AirflowDefectRatio``                                  double    frac    -0.9 - 9     No        0.0             Deviation between design/installed airflows [#]_
   ``extension/ChargeDefectRatio``                                   double    frac    -0.9 - 9     No        0.0             Deviation between design/installed refrigerant charges [#]_
   ``extension/CrankcaseHeaterPowerWatts``                           double    W                    No        50.0            Crankcase heater power
   ================================================================  ========  ======  ===========  ========  ==============  ===========================================================
 
-  .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
-  .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 if ducted and SEER = SEER2 if ductless.
+  .. [#] If DistributionSystem provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] Cooling capacity autosized per ACCA Manual J/S based on cooling design load.
+  .. [#] CompressorType only choices is "variable speed" (i.e., they are assumed to be inverter driven).
+  .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 if ducted and SEER = SEER2 if ductless.
+  .. [#] If CoolingDetailedPerformanceData is provided, see :ref:`clg_detailed_perf_data`.
   .. [#] FanPowerWattsPerCFM defaults to 0.07 W/cfm for ductless systems and 0.18 W/cfm for ducted systems.
   .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
          A non-zero airflow defect can only be applied for systems attached to a distribution system.
@@ -1654,10 +1782,6 @@ If a mini-split air conditioner is specified, additional information is entered
   .. [#] ChargeDefectRatio is defined as (InstalledCharge - DesignCharge) / DesignCharge; a value of zero means no refrigerant charge defect.
          A non-zero charge defect should typically only be applied for systems that are charged on site, not for systems that have pre-charged line sets.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
-
-.. note::
-
-  Mini-splits do not have a ``CompressorType`` input because they are assumed to be inverter driven (variable speed).
  
 .. _hvac_cooling_chiller:
 
@@ -1669,8 +1793,8 @@ If a chiller is specified, additional information is entered in ``CoolingSystem`
   ==========================================================================  ========  ======  ===========  ========  =========  =========================================
   Element                                                                     Type      Units   Constraints  Required  Default    Notes
   ==========================================================================  ========  ======  ===========  ========  =========  =========================================
-  ``IsSharedSystem``                                                          boolean           true         Yes                  Whether it serves multiple dwelling units
   ``DistributionSystem``                                                      idref             See [#]_     Yes                  ID of attached distribution system
+  ``IsSharedSystem``                                                          boolean           true         Yes                  Whether it serves multiple dwelling units
   ``NumberofUnitsServed``                                                     integer           > 1          Yes                  Number of dwelling units served
   ``CoolingCapacity``                                                         double    Btu/hr  >= 0         Yes                  Total cooling output capacity
   ``AnnualCoolingEfficiency[Units="kW/ton"]/Value``                           double    kW/ton  > 0          Yes                  Rated efficiency
@@ -1696,8 +1820,8 @@ If a cooling tower is specified, additional information is entered in ``CoolingS
   ==========================================================================  ========  ======  ===========  ========  =========  =========================================
   Element                                                                     Type      Units   Constraints  Required  Default    Notes
   ==========================================================================  ========  ======  ===========  ========  =========  =========================================
-  ``IsSharedSystem``                                                          boolean           true         Yes                  Whether it serves multiple dwelling units
   ``DistributionSystem``                                                      idref             See [#]_     Yes                  ID of attached distribution system
+  ``IsSharedSystem``                                                          boolean           true         Yes                  Whether it serves multiple dwelling units
   ``NumberofUnitsServed``                                                     integer           > 1          Yes                  Number of dwelling units served
   ``extension/SharedLoopWatts``                                               double    W       >= 0         Yes                  Pumping and fan power serving the system
   ==========================================================================  ========  ======  ===========  ========  =========  =========================================
@@ -1726,15 +1850,21 @@ Each heat pump is entered as an ``/HPXML/Building/BuildingDetails/Systems/HVAC/H
   ``BackupType``                     string            See [#]_     No        <none>     Type of backup heating
   =================================  ========  ======  ===========  ========  =========  ===============================================
 
-  .. [#] UnitLocation choices are "living space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", or "unconditioned space".
-  .. [#] | If UnitLocation not provided, defaults based on the distribution system:
-         | - **none**: "living space"
-         | - **air**: supply duct location with the largest area, otherwise "living space"
-         | - **hydronic**: same default logic as :ref:`waterheatingsystems`
-         | - **dse**: "living space" if ``FractionHeatLoadServed``/``FractionCoolLoadServed`` are 1, otherwise "unconditioned space"
+  .. [#] UnitLocation choices are "conditioned space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", "roof deck", "manufactured home belly", or "unconditioned space".
+  .. [#] If UnitLocation not provided, defaults based on the distribution system:
+         
+         \- **none**: "conditioned space"
+         
+         \- **air**: supply duct location with the largest area, otherwise "conditioned space"
+         
+         \- **hydronic**: same default logic as :ref:`waterheatingsystems`
+         
+         \- **dse**: "conditioned space" if ``FractionHeatLoadServed``/``FractionCoolLoadServed`` are 1, otherwise "unconditioned space"
+         
   .. [#] HeatPumpType choices are "air-to-air", "mini-split", "ground-to-air", "water-loop-to-air", "packaged terminal heat pump", or "room air conditioner with reverse cycle".
   .. [#] HeatPumpFuel only choice is "electricity".
   .. [#] BackupType choices are "integrated" or "separate".
+         Heat pump backup will only operate during colder temperatures when the heat pump runs out of heating capacity or is disabled due to a switchover/lockout temperature.
          Use "integrated" if the heat pump's distribution system and blower fan power applies to the backup heating (e.g., built-in electric strip heat or an integrated backup furnace, i.e., a dual-fuel heat pump).
          Use "separate" if the backup system has its own distribution system (e.g., electric baseboard or a boiler).
 
@@ -1743,26 +1873,28 @@ Air-to-Air Heat Pump
 
 If an air-to-air heat pump is specified, additional information is entered in ``HeatPump``.
 
-  ================================================================  ======  ========  ========================  ========  ==============  =================================================
-  Element                                                           Type    Units     Constraints               Required  Default         Notes
-  ================================================================  ======  ========  ========================  ========  ==============  =================================================
-  ``DistributionSystem``                                            idref             See [#]_                  Yes                       ID of attached distribution system
-  ``HeatingCapacity``                                               double  Btu/hr    >= 0                      No        autosized [#]_  Heating output capacity (excluding any backup heating)
-  ``HeatingCapacity17F``                                            double  Btu/hr    >= 0, <= HeatingCapacity  No                        Heating output capacity at 17F, if available
-  ``CoolingCapacity``                                               double  Btu/hr    >= 0                      No        autosized [#]_  Cooling output capacity
-  ``CompressorType``                                                string            See [#]_                  No        See [#]_        Type of compressor
-  ``CompressorLockoutTemperature``                                  double  F                                   No        See [#]_        Minimum outdoor temperature for compressor operation
-  ``CoolingSensibleHeatFraction``                                   double  frac      0 - 1                     No        See [#]_        Sensible heat fraction
-  ``FractionHeatLoadServed``                                        double  frac      0 - 1 [#]_                Yes                       Fraction of heating load served
-  ``FractionCoolLoadServed``                                        double  frac      0 - 1 [#]_                Yes                       Fraction of cooling load served
-  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double  Btu/Wh    > 0                       Yes                       Rated cooling efficiency [#]_
-  ``AnnualHeatingEfficiency[Units="HSPF" or Units="HSPF2"]/Value``  double  Btu/Wh    > 0                       Yes                       Rated heating efficiency [#]_
-  ``extension/HeatingCapacityRetention[Fraction | Temperature]``    double  frac | F  >= 0, < 1 | <= 17         No        See [#]_        Heating output capacity retention at cold temperature [#]_
-  ``extension/FanPowerWattsPerCFM``                                 double  W/cfm     >= 0                      No        See [#]_        Blower fan efficiency at maximum fan speed
-  ``extension/AirflowDefectRatio``                                  double  frac      -0.9 - 9                  No        0.0             Deviation between design/installed airflows [#]_
-  ``extension/ChargeDefectRatio``                                   double  frac      -0.9 - 9                  No        0.0             Deviation between design/installed refrigerant charges [#]_
-  ``extension/CrankcaseHeaterPowerWatts``                           double  W                                   No        50.0            Crankcase heater power
-  ================================================================  ======  ========  ========================  ========  ==============  =================================================
+  ================================================================  =======  ========  ========================  ========  ==============  =================================================
+  Element                                                           Type     Units     Constraints               Required  Default         Notes
+  ================================================================  =======  ========  ========================  ========  ==============  =================================================
+  ``DistributionSystem``                                            idref              See [#]_                  Yes                       ID of attached distribution system
+  ``HeatingCapacity``                                               double   Btu/hr    >= 0                      No        autosized [#]_  Heating output capacity (excluding any backup heating)
+  ``HeatingCapacity17F``                                            double   Btu/hr    >= 0, <= HeatingCapacity  No                        Heating output capacity at 17F, if available
+  ``CoolingCapacity``                                               double   Btu/hr    >= 0                      No        autosized [#]_  Cooling output capacity
+  ``CompressorType``                                                string             See [#]_                  No        See [#]_        Type of compressor
+  ``CompressorLockoutTemperature``                                  double   F                                   No        See [#]_        Minimum outdoor temperature for compressor operation
+  ``CoolingSensibleHeatFraction``                                   double   frac      0 - 1                     No        See [#]_        Sensible heat fraction
+  ``FractionHeatLoadServed``                                        double   frac      0 - 1 [#]_                Yes                       Fraction of heating load served
+  ``FractionCoolLoadServed``                                        double   frac      0 - 1 [#]_                Yes                       Fraction of cooling load served
+  ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double   Btu/Wh    > 0                       Yes                       Rated cooling efficiency [#]_
+  ``AnnualHeatingEfficiency[Units="HSPF" or Units="HSPF2"]/Value``  double   Btu/Wh    > 0                       Yes                       Rated heating efficiency [#]_
+  ``CoolingDetailedPerformanceData``                                element                                      No        <none>          Cooling detailed performance data [#]_
+  ``HeatingDetailedPerformanceData``                                element                                      No        <none>          Heating detailed performance data [#]_
+  ``extension/HeatingCapacityRetention[Fraction | Temperature]``    double   frac | F  >= 0, < 1 | <= 17         No        See [#]_        Heating output capacity retention at cold temperature [#]_
+  ``extension/FanPowerWattsPerCFM``                                 double   W/cfm     >= 0                      No        See [#]_        Blower fan efficiency at maximum fan speed
+  ``extension/AirflowDefectRatio``                                  double   frac      -0.9 - 9                  No        0.0             Deviation between design/installed airflows [#]_
+  ``extension/ChargeDefectRatio``                                   double   frac      -0.9 - 9                  No        0.0             Deviation between design/installed refrigerant charges [#]_
+  ``extension/CrankcaseHeaterPowerWatts``                           double   W                                   No        50.0            Crankcase heater power
+  ================================================================  =======  ========  ========================  ========  ==============  =================================================
 
   .. [#] HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] Heating capacity autosized per ACCA Manual J/S based on heating design load (unless a different HeatPumpSizingMethodology was selected in :ref:`hvac_sizing_control`).
@@ -1770,14 +1902,21 @@ If an air-to-air heat pump is specified, additional information is entered in ``
   .. [#] CompressorType choices are "single stage", "two stage", or "variable speed".
   .. [#] If CompressorType not provided, defaults to "single stage" if SEER <= 15, else "two stage" if SEER <= 21, else "variable speed".
   .. [#] If neither CompressorLockoutTemperature nor BackupHeatingSwitchoverTemperature provided, CompressorLockoutTemperature defaults to 25F if fossil fuel backup otherwise 0F.
-  .. [#] If not provided, defaults to 0.73 for single/two stage and 0.78 for variable speed.
+  .. [#] If SensibleHeatFraction not provided, defaults to 0.73 for single/two stage and 0.78 for variable speed.
   .. [#] The sum of all ``FractionHeatLoadServed`` (across all HVAC systems) must be less than or equal to 1.
   .. [#] The sum of all ``FractionCoolLoadServed`` (across all HVAC systems) must be less than or equal to 1.
   .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 (assumed to be a split system).
   .. [#] If HSPF2 provided, converted to HSPF using ANSI/RESNET/ICC 301-2022 Addendum C, where HSPF = HSPF2 / 0.85 (assumed to be a split system).
-  .. [#] | If neither extension/HeatingCapacityRetention nor HeatingCapacity17F provided, heating capacity retention defaults based on CompressorType:
-         | - **single/two stage**: 0.425 at 5F
-         | - **variable speed**: 0.5 at 5F
+  .. [#] If CoolingDetailedPerformanceData is provided, see :ref:`clg_detailed_perf_data`.
+         HeatingDetailedPerformanceData must also be provided.
+  .. [#] If HeatingDetailedPerformanceData is provided, see :ref:`htg_detailed_perf_data`.
+         CoolingDetailedPerformanceData must also be provided.
+  .. [#] If neither extension/HeatingCapacityRetention nor HeatingCapacity17F nor HeatingDetailedPerformanceData provided, heating capacity retention defaults based on CompressorType:
+         
+         \- **single/two stage**: 0.425 (at 5F)
+         
+         \- **variable speed**: 0.0461 * HSPF + 0.1594 (at 5F)
+
   .. [#] The extension/HeatingCapacityRetention input is a more flexible alternative to HeatingCapacity17F, as it can apply to autosized systems and allows the heating capacity retention to be defined at a user-specified temperature (instead of 17F).
          Either input approach can be used, but not both.
   .. [#] If FanPowerWattsPerCFM not provided, defaulted to 0.5 W/cfm if HSPF <= 8.75, else 0.375 W/cfm.
@@ -1799,27 +1938,41 @@ If a mini-split heat pump is specified, additional information is entered in ``H
   ``HeatingCapacity``                                               double    Btu/hr    >= 0                      No        autosized [#]_  Heating output capacity (excluding any backup heating)
   ``HeatingCapacity17F``                                            double    Btu/hr    >= 0, <= HeatingCapacity  No                        Heating output capacity at 17F, if available
   ``CoolingCapacity``                                               double    Btu/hr    >= 0                      No        autosized [#]_  Cooling output capacity
+  ``CompressorType``                                                string              See [#]_                  No        variable speed  Type of compressor
   ``CompressorLockoutTemperature``                                  double    F                                   No        See [#]_        Minimum outdoor temperature for compressor operation
   ``CoolingSensibleHeatFraction``                                   double    frac      0 - 1                     No        0.73            Sensible heat fraction
   ``FractionHeatLoadServed``                                        double    frac      0 - 1 [#]_                Yes                       Fraction of heating load served
   ``FractionCoolLoadServed``                                        double    frac      0 - 1 [#]_                Yes                       Fraction of cooling load served
   ``AnnualCoolingEfficiency[Units="SEER" or Units="SEER2"]/Value``  double    Btu/Wh    > 0                       Yes                       Rated cooling efficiency [#]_
   ``AnnualHeatingEfficiency[Units="HSPF" or Units="HSPF2"]/Value``  double    Btu/Wh    > 0                       Yes                       Rated heating efficiency [#]_
-  ``extension/HeatingCapacityRetention[Fraction | Temperature]``    double    frac | F  >= 0, < 1 | <= 17         No        0.5 | 5         Heating output capacity retention at cold temperature [#]_
+  ``CoolingDetailedPerformanceData``                                element                                       No        <none>          Cooling detailed performance data [#]_
+  ``HeatingDetailedPerformanceData``                                element                                       No        <none>          Heating detailed performance data [#]_
+  ``extension/HeatingCapacityRetention[Fraction | Temperature]``    double    frac | F  >= 0, < 1 | <= 17         No        See [#]_        Heating output capacity retention at cold temperature [#]_
   ``extension/FanPowerWattsPerCFM``                                 double    W/cfm     >= 0                      No        See [#]_        Blower fan efficiency at maximum fan speed
   ``extension/AirflowDefectRatio``                                  double    frac      -0.9 - 9                  No        0.0             Deviation between design/installed airflows [#]_
   ``extension/ChargeDefectRatio``                                   double    frac      -0.9 - 9                  No        0.0             Deviation between design/installed refrigerant charges [#]_
   ``extension/CrankcaseHeaterPowerWatts``                           double    W                                   No        50.0            Crankcase heater power
   ================================================================  ========  ========  ========================  ========  ==============  ==============================================
 
-  .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
+  .. [#] If DistributionSystem provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] Heating capacity autosized per ACCA Manual J/S based on heating design load (unless a different HeatPumpSizingMethodology was selected in :ref:`hvac_sizing_control`).
   .. [#] Cooling capacity autosized per ACCA Manual J/S based on cooling design load (unless a different HeatPumpSizingMethodology was selected in :ref:`hvac_sizing_control`).
+  .. [#] CompressorType only choice is "variable speed" (i.e., they are assumed to be inverter driven).
   .. [#] If neither CompressorLockoutTemperature nor BackupHeatingSwitchoverTemperature provided, CompressorLockoutTemperature defaults to 25F if fossil fuel backup otherwise -20F.
   .. [#] The sum of all ``FractionHeatLoadServed`` (across all HVAC systems) must be less than or equal to 1.
   .. [#] The sum of all ``FractionCoolLoadServed`` (across all HVAC systems) must be less than or equal to 1.
   .. [#] If SEER2 provided, converted to SEER using ANSI/RESNET/ICC 301-2022 Addendum C, where SEER = SEER2 / 0.95 if ducted and SEER = SEER2 if ductless.
   .. [#] If HSPF2 provided, converted to HSPF using ANSI/RESNET/ICC 301-2022 Addendum C, where HSPF = HSPF2 / 0.85 if ducted and HSPF = HSPF2 / 0.90 if ductless.
+  .. [#] If CoolingDetailedPerformanceData is provided, see :ref:`clg_detailed_perf_data`.
+         HeatingDetailedPerformanceData must also be provided.
+  .. [#] If HeatingDetailedPerformanceData is provided, see :ref:`htg_detailed_perf_data`.
+         CoolingDetailedPerformanceData must also be provided.
+  .. [#] If neither extension/HeatingCapacityRetention nor HeatingCapacity17F nor HeatingDetailedPerformanceData provided, heating capacity retention defaults based on CompressorType:
+         
+         \- **single/two stage**: 0.425 (at 5F)
+         
+         \- **variable speed**: 0.0461 * HSPF + 0.1594 (at 5F)
+         
   .. [#] The extension/HeatingCapacityRetention input is a more flexible alternative to HeatingCapacity17F, as it can apply to autosized systems and allows the heating capacity retention to be defined at a user-specified temperature (instead of 17F).
          Either input approach can be used, but not both.
   .. [#] FanPowerWattsPerCFM defaults to 0.07 W/cfm for ductless systems and 0.18 W/cfm for ducted systems.
@@ -1830,10 +1983,6 @@ If a mini-split heat pump is specified, additional information is entered in ``H
          A non-zero charge defect should typically only be applied for systems that are charged on site, not for systems that have pre-charged line sets.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
-.. note::
-
-  Mini-splits do not have a ``CompressorType`` input because they are assumed to be inverter driven (variable speed).
-
 .. _pthp:
 
 Packaged Terminal Heat Pump
@@ -1852,7 +2001,7 @@ If a packaged terminal heat pump is specified, additional information is entered
   ``FractionHeatLoadServed``                                       double    frac      0 - 1 [#]_                Yes                       Fraction of heating load served
   ``FractionCoolLoadServed``                                       double    frac      0 - 1 [#]_                Yes                       Fraction of cooling load served
   ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``   double    Btu/Wh    > 0                       Yes                       Rated cooling efficiency
-  ``AnnualHeatingEfficiency[Units="COP"]/Value``                   double    Btu/Wh    > 0                       Yes                       Rated heating efficiency
+  ``AnnualHeatingEfficiency[Units="COP"]/Value``                   double    W/W       > 0                       Yes                       Rated heating efficiency
   ``extension/HeatingCapacityRetention[Fraction | Temperature]``   double    frac | F  >= 0, < 1 | <= 17         No        0.425 | 5       Heating output capacity retention at cold temperature [#]_
   ``extension/CrankcaseHeaterPowerWatts``                          double    W                                   No        0.0             Crankcase heater power
   ===============================================================  ========  ========  ========================  ========  ==============  ==============================================
@@ -1883,7 +2032,7 @@ If a room air conditioner with reverse cycle is specified, additional informatio
   ``FractionHeatLoadServed``                                       double    frac      0 - 1 [#]_                Yes                       Fraction of heating load served
   ``FractionCoolLoadServed``                                       double    frac      0 - 1 [#]_                Yes                       Fraction of cooling load served
   ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value``   double    Btu/Wh    > 0                       Yes                       Rated cooling efficiency
-  ``AnnualHeatingEfficiency[Units="COP"]/Value``                   double    Btu/Wh    > 0                       Yes                       Rated heating efficiency
+  ``AnnualHeatingEfficiency[Units="COP"]/Value``                   double    W/W       > 0                       Yes                       Rated heating efficiency
   ``extension/HeatingCapacityRetention[Fraction | Temperature]``   double    frac | F  >= 0, < 1 | <= 17         No        0.425 | 5       Heating output capacity retention at cold temperature [#]_
   ``extension/CrankcaseHeaterPowerWatts``                          double    W                                   No        0.0             Crankcase heater power
   ===============================================================  ========  ========  ========================  ========  ==============  ==============================================
@@ -1980,7 +2129,7 @@ If a backup type ("integrated" or "separate") is provided, additional informatio
   =============================================================================  ========  ======  ===========  ========  =========  ==========================================
 
   .. [#] If neither BackupHeatingSwitchoverTemperature nor CompressorLockoutTemperature provided, CompressorLockoutTemperature defaults as described above for individual heat pump types.
-  .. [#] If both BackupHeatingLockoutTemperature and CompressorLockoutTemperature provided, BackupHeatingLockoutTemperature must be greater than CompressorLockoutTemperature.
+  .. [#] If both BackupHeatingLockoutTemperature and CompressorLockoutTemperature provided, BackupHeatingLockoutTemperature must be greater than or equal to CompressorLockoutTemperature.
   .. [#] If neither BackupHeatingSwitchoverTemperature nor BackupHeatingLockoutTemperature provided, BackupHeatingLockoutTemperature defaults to 40F for electric backup and 50F for fossil fuel backup.
 
   .. note::
@@ -2022,6 +2171,62 @@ If a backup type of "separate" is provided, additional information is entered in
     - The conditioned space cannot be partially heated (i.e., the sum of all ``FractionHeatLoadServed`` must be 1).
     - There cannot be multiple backup heating systems.
 
+HPXML HVAC Detailed Perf. Data
+******************************
+
+Some air-source HVAC system types allow detailed heating/cooling performance data to be provided using the ``CoolingDetailedPerformanceData`` and ``HeatingDetailedPerformanceData`` elements, as described above.
+One source of detailed performance data is `NEEP's Cold Climate Air Source Heat Pump List <https://ashp.neep.org>`_.
+
+Currently detailed performance data can only be provided for variable-speed HVAC systems.
+
+.. _clg_detailed_perf_data:
+
+Detailed Cooling Performance Data
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For air-source HVAC systems with detailed cooling performance data, two or more pairs of minimum/maximum capacity data are entered in ``CoolingDetailedPerformanceData/PerformanceDataPoint``.
+
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+  Element                            Type      Units   Constraints  Required  Default    Notes
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+  ``OutdoorTemperature``             double    F       See [#]_     Yes                  Outdoor drybulb temperature
+  ``Capacity``                       double    Btu/hr               Yes                  Cooling capacity at the specified outdoor temperature
+  ``CapacityDescription``            string            See [#]_     Yes                  Whether the datapoint corresponds to minimum or maximum capacity
+  ``Efficiency[Units="COP"]/Value``  double    W/W                  Yes                  Cooling efficiency at the specified outdoor temperature
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+
+  .. [#] One of the minimum/maximum datapoint pairs must occur at the 95F rated outdoor temperature condition.
+         The other datapoint pairs can be at any temperature.
+  .. [#] CapacityDescription choices are "minimum" and "maximum".
+
+In addition, the parent object must provide the ``CoolingCapacity`` and the ``CompressorType`` must be set to "variable speed".
+For heat pumps, :ref:`htg_detailed_perf_data` must also be provided.
+Note that when detailed cooling performance data is provided, some other inputs (like SEER) are ignored.
+
+.. _htg_detailed_perf_data:
+
+Detailed Heating Performance Data
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+For air-source HVAC systems with detailed heating performance data, two or more pairs of minimum/maximum capacity data are entered in ``HeatingDetailedPerformanceData/PerformanceDataPoint``.
+
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+  Element                            Type      Units   Constraints  Required  Default    Notes
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+  ``OutdoorTemperature``             double    F       See [#]_     Yes                  Outdoor drybulb temperature
+  ``Capacity``                       double    Btu/hr               Yes                  Heating capacity at the specified outdoor temperature
+  ``CapacityDescription``            string            See [#]_     Yes                  Whether the datapoint corresponds to minimum or maximum capacity
+  ``Efficiency[Units="COP"]/Value``  double    W/W                  Yes                  Heating efficiency at the specified outdoor temperature
+  =================================  ========  ======  ===========  ========  =========  ==========================================
+
+  .. [#] One of the minimum/maximum datapoint pairs must occur at the 47F rated outdoor temperature condition.
+         The other datapoint pairs can be at any temperature.
+  .. [#] CapacityDescription choices are "minimum" and "maximum".
+
+In addition, the parent object must provide the ``HeatingCapacity`` and the ``CompressorType`` must be set to "variable speed".
+For heat pumps, :ref:`clg_detailed_perf_data` must also be provided.
+Note that when detailed cooling performance data is provided, some other inputs (like HSPF and HeatingCapacityRetention) are ignored.
+
 .. _hvac_control:
 
 HPXML HVAC Control
@@ -2185,36 +2390,60 @@ Additional information is entered in each ``Ducts``.
   ``extension/DuctSurfaceAreaMultiplier``                  double                 >= 0              No        1.0         Duct surface area multiplier
   =======================================================  =======  ============  ================  ========  ==========  ======================================
 
-  .. [#] | It is recommended to provide DuctInsulationRValue and not DuctEffectiveRValue. DuctInsulationRValue should not include the exterior air film (i.e., use 0 for an uninsulated duct). For ducts buried in insulation (using DuctBuriedInsulationLevel), DuctInsulationRValue should only represent any surrounding insulation duct wrap and not the entire attic insulation R-value. On the other hand, DuctEffectiveRValue should include the exterior air film as well as other effects such as adjustments for insulation wrapped around round ducts, or effective heat transfer for ducts buried in attic insulation. DuctEffectiveRValue is used for the actual model heat transfer, and when not provided is calculated as follows:
-         | - **Uninsulated**: 1.7                                     
-         | - **Supply, Insulated**: 2.2438 + 0.5619 * DuctInsulationRValue  
-         | - **Supply, Partially Buried**: 5.83 + 2.0 * DuctInsulationRValue
-         | - **Supply, Fully Buried**: 9.4 + 1.9 * DuctInsulationRValue
-         | - **Supply, Deeply Buried**: 16.67 + 1.45 * DuctInsulationRValue
-         | - **Return, Insulated**: 2.0388 + 0.7053 * DuctInsulationRValue
-         | - **Return, Partially Buried**: 7.6 + 2.5 * DuctInsulationRValue
-         | - **Return, Fully Buried**: 11.83 + 2.45 * DuctInsulationRValue
-         | - **Return, Deeply Buried**: 20.9 + 1.9 * DuctInsulationRValue       
-         | The uninsulated effective R-value is from ASHRAE Handbook of Fundamentals. The insulated effective R-values are from `True R-Values of Round Residential Ductwork <https://www.aceee.org/files/proceedings/2006/data/papers/SS06_Panel1_Paper18.pdf>`_. The buried effective R-values are from Table 13 of `Reducing Thermal Losses and Gains With Buried and Encapsulated Ducts <https://www.nrel.gov/docs/fy13osti/55876.pdf>`_. The equations assume that the average supply duct has an 8-inch diameter and the average return duct has a 14-in diameter
+  .. [#] It is recommended to provide DuctInsulationRValue and not DuctEffectiveRValue. DuctInsulationRValue should not include the exterior air film (i.e., use 0 for an uninsulated duct).
+         For ducts buried in insulation (using DuctBuriedInsulationLevel), DuctInsulationRValue should only represent any surrounding insulation duct wrap and not the entire attic insulation R-value.
+         On the other hand, DuctEffectiveRValue should include the exterior air film as well as other effects such as adjustments for insulation wrapped around round ducts, or effective heat transfer for ducts buried in attic insulation.
+         DuctEffectiveRValue is used for the actual model heat transfer, and when not provided is calculated as follows:
+         
+         \- **Uninsulated**: 1.7                                     
+         
+         \- **Supply, Insulated**: 2.2438 + 0.5619 * DuctInsulationRValue  
+         
+         \- **Supply, Partially Buried**: 5.83 + 2.0 * DuctInsulationRValue
+         
+         \- **Supply, Fully Buried**: 9.4 + 1.9 * DuctInsulationRValue
+         
+         \- **Supply, Deeply Buried**: 16.67 + 1.45 * DuctInsulationRValue
+         
+         \- **Return, Insulated**: 2.0388 + 0.7053 * DuctInsulationRValue
+         
+         \- **Return, Partially Buried**: 7.6 + 2.5 * DuctInsulationRValue
+         
+         \- **Return, Fully Buried**: 11.83 + 2.45 * DuctInsulationRValue
+         
+         \- **Return, Deeply Buried**: 20.9 + 1.9 * DuctInsulationRValue       
+         
+         The uninsulated effective R-value is from ASHRAE Handbook of Fundamentals.
+         The insulated effective R-values are from `True R-Values of Round Residential Ductwork <https://www.aceee.org/files/proceedings/2006/data/papers/SS06_Panel1_Paper18.pdf>`_.
+         The buried effective R-values are from Table 13 of `Reducing Thermal Losses and Gains With Buried and Encapsulated Ducts <https://www.nrel.gov/docs/fy13osti/55876.pdf>`_.
+         The equations assume that the average supply duct has an 8-inch diameter and the average return duct has a 14-in diameter.
+         
   .. [#] DuctBuriedInsulationLevel choices are "not buried", "partially buried", "fully buried", or "deeply buried".
   .. [#] Whether the ducts are buried in, e.g., attic loose-fill insulation.
          Partially buried ducts have insulation that does not cover the top of the ducts.
          Fully buried ducts have insulation that just covers the top of the ducts.
          Deeply buried ducts have insulation that continues above the top of the ducts.
          See the `Building America Solution Center <https://basc.pnnl.gov/resource-guides/ducts-buried-attic-insulation>`_ for more information.
-  .. [#] DuctLocation choices are "living space", "basement - conditioned", "basement - unconditioned", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "attic - unvented", "attic - vented", "garage", "outside", "exterior wall", "under slab", "roof deck", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] DuctLocation choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "attic - unvented", "attic - vented", "garage", "outside", "exterior wall", "under slab", "roof deck", "other housing unit", "other heated space", "other multifamily buffer space", "other non-freezing space", or "manufactured home belly".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] If DuctLocation not provided, defaults to the first present space type: "basement - conditioned", "basement - unconditioned", "crawlspace - conditioned", "crawlspace - vented", "crawlspace - unvented", "attic - vented", "attic - unvented", "garage", or "living space".
-         If NumberofConditionedFloorsAboveGrade > 1, secondary ducts will be located in "living space".
-  .. [#] The sum of all ``[DuctType="supply"]/FractionDuctArea`` and ``[DuctType="return"]/FractionDuctArea`` must each equal to 1.
-  .. [#] FractionDuctArea and/or DuctSurfaceArea are required if DuctLocation is provided.
-  .. [#] | If neither DuctSurfaceArea nor FractionDuctArea provided, duct surface areas will be calculated based on `ASHRAE Standard 152 <https://www.energy.gov/eere/buildings/downloads/ashrae-standard-152-spreadsheet>`_:
-         | - **Primary supply duct area**: 0.27 * F_out * ConditionedFloorAreaServed
-         | - **Secondary supply duct area**: 0.27 * (1 - F_out) * ConditionedFloorAreaServed
-         | - **Primary return duct area**: b_r * F_out * ConditionedFloorAreaServed
-         | - **Secondary return duct area**: b_r * (1 - F_out) * ConditionedFloorAreaServed
-         | where F_out is 1.0 when NumberofConditionedFloorsAboveGrade <= 1 and 0.75 when NumberofConditionedFloorsAboveGrade > 1, and b_r is 0.05 * NumberofReturnRegisters with a maximum value of 0.25.
-         | If FractionDuctArea is provided, each duct surface area will be FractionDuctArea times total duct area, which is calculated using the sum of primary and secondary duct areas from the equations above.
+  .. [#] If DuctLocation not provided, defaults to the first present space type: "basement - conditioned", "basement - unconditioned", "crawlspace - conditioned", "crawlspace - vented", "crawlspace - unvented", "attic - vented", "attic - unvented", "garage", or "conditioned space".
+         If NumberofConditionedFloorsAboveGrade > 1, secondary ducts will be located in "conditioned space".
+  .. [#] The sum of all ``FractionDuctArea`` must each equal to 1, both for the supply side and return side.
+  .. [#] FractionDuctArea or DuctSurfaceArea are required if DuctLocation is provided.
+         If both are provided, DuctSurfaceArea will be used in the model.
+  .. [#] If neither DuctSurfaceArea nor FractionDuctArea provided, duct surface areas will be calculated based on `ASHRAE Standard 152 <https://www.energy.gov/eere/buildings/downloads/ashrae-standard-152-spreadsheet>`_:
+         
+         \- **Primary supply duct area**: 0.27 * F_out * ConditionedFloorAreaServed
+         
+         \- **Secondary supply duct area**: 0.27 * (1 - F_out) * ConditionedFloorAreaServed
+         
+         \- **Primary return duct area**: b_r * F_out * ConditionedFloorAreaServed
+         
+         \- **Secondary return duct area**: b_r * (1 - F_out) * ConditionedFloorAreaServed
+         
+         where F_out is 1.0 when NumberofConditionedFloorsAboveGrade <= 1 and 0.75 when NumberofConditionedFloorsAboveGrade > 1, and b_r is 0.05 * NumberofReturnRegisters with a maximum value of 0.25.
+         
+         If FractionDuctArea is provided, each duct surface area will be FractionDuctArea times total duct area, which is calculated using the sum of primary and secondary duct areas from the equations above.
 
 Hydronic Distribution
 ~~~~~~~~~~~~~~~~~~~~~
@@ -2235,9 +2464,10 @@ Distribution System Efficiency (DSE)
 .. warning::
 
   A simplified DSE model is provided for flexibility, but it is **strongly** recommended to use one of the other detailed distribution system types for better accuracy.
-  Also note that when specifying a DSE system, its effect is reflected in the :ref:`workflow_outputs` but is **not** reflected in the raw EnergyPlus simulation outputs.
+  The DSE input is simply applied to heating/cooling energy use for every hour of the year.
+  Note that when specifying a DSE, its effect is reflected in the :ref:`workflow_outputs` but is **not** reflected in the raw EnergyPlus simulation outputs.
 
-To define a DSE system, additional information is entered in ``HVACDistribution``.
+To define a DSE, additional information is entered in ``HVACDistribution``.
 
   =============================================  =======  =======  ===========  ========  =========  ===================================================
   Element                                        Type     Units    Constraints  Required  Default    Notes
@@ -2246,7 +2476,7 @@ To define a DSE system, additional information is entered in ``HVACDistribution`
   ``AnnualCoolingDistributionSystemEfficiency``  double   frac     0 - 1        Yes                  Seasonal distribution system efficiency for cooling
   =============================================  =======  =======  ===========  ========  =========  ===================================================
 
-  DSE values can be calculated from `ASHRAE Standard 152 <https://www.energy.gov/eere/buildings/downloads/ashrae-standard-152-spreadsheet>`_.
+  DSE values can be calculated using, e.g., `ASHRAE Standard 152 <https://www.energy.gov/eere/buildings/downloads/ashrae-standard-152-spreadsheet>`_.
 
 HPXML Ventilation Fan
 *********************
@@ -2287,24 +2517,36 @@ If not entered, the simulation will not include mechanical ventilation.
 
   .. [#] For central fan integrated supply systems, IsSharedSystem must be false.
   .. [#] FanType choices are "energy recovery ventilator", "heat recovery ventilator", "exhaust only", "supply only", "balanced", or "central fan integrated supply".
-  .. [#] | If flow rate not provided, defaults to the required mechanical ventilation rate per `ASHRAE 62.2-2019 <https://www.techstreet.com/ashrae/standards/ashrae-62-2-2019?product_id=2087691>`_:
-         | Qfan = Qtot - Φ*(Qinf * Aext)
-         | where
-         | Qfan = required mechanical ventilation rate (cfm)
-         | Qtot = total required ventilation rate (cfm) = 0.03 * ConditionedFloorArea + 7.5*(NumberofBedrooms + 1)
-         | Qinf = infiltration rate (cfm)
-         | Aext = 1 if single-family detached or TypeOfInfiltrationLeakage is "unit exterior only", otherwise ratio of SFA/MF exterior envelope surface area to total envelope surface area as described in :ref:`air_infiltration`
-         | Φ = 1 for balanced ventilation systems, and Qinf/Qtot otherwise
+  .. [#] If flow rate not provided, defaults to the required mechanical ventilation rate per `ASHRAE 62.2-2019 <https://www.techstreet.com/ashrae/standards/ashrae-62-2-2019?product_id=2087691>`_:
+         
+         Qfan = Qtot - Φ*(Qinf * Aext)
+         
+         where
+         
+         Qfan = required mechanical ventilation rate (cfm)
+         
+         Qtot = total required ventilation rate (cfm) = 0.03 * ConditionedFloorArea + 7.5*(NumberofBedrooms + 1)
+         
+         Qinf = infiltration rate (cfm)
+         
+         Aext = 1 if single-family detached or TypeOfInfiltrationLeakage is "unit exterior only", otherwise ratio of SFA/MF exterior envelope surface area to total envelope surface area as described in :ref:`air_infiltration`
+         
+         Φ = 1 for balanced ventilation systems, and Qinf/Qtot otherwise
+         
   .. [#] For a central fan integrated supply system, the flow rate should equal the amount of outdoor air provided to the distribution system, not the total airflow through the distribution system.
   .. [#] HoursInOperation is optional unless the VentilationFan refers to the supplemental fan of a CFIS system, in which case it is not allowed.
   .. [#] If HoursInOperation not provided, defaults to 24 (i.e., running continuously) for all system types other than central fan integrated supply (CFIS), and 8.0 (i.e., running intermittently) for CFIS systems.
          For a CFIS system, the HoursInOperation and the flow rate are combined to form the hourly target ventilation rate (e.g., inputs of 90 cfm and 8 hrs/day produce an hourly target ventilation rate of 30 cfm).
          For a CFIS system with a supplemental fan, the supplemental fan's runtime is automatically calculated for each hour (based on the air handler runtime) to maintain the hourly target ventilation rate.
-  .. [#] | If FanPower not provided, defaults based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
-         | - **energy recovery ventilator, heat recovery ventilator, or shared system**: 1.0 W/cfm
-         | - **balanced**: 0.7 W/cfm
-         | - **central fan integrated supply**: 0.5 W/cfm
-         | - **exhaust only" or "supply only**: 0.35 W/cfm
+  .. [#] If FanPower not provided, defaults based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
+         
+         \- **energy recovery ventilator, heat recovery ventilator, or shared system**: 1.0 W/cfm
+         
+         \- **balanced**: 0.7 W/cfm
+         
+         \- **central fan integrated supply**: 0.5 W/cfm
+         
+         \- **exhaust only" or "supply only**: 0.35 W/cfm
 
 **Exhaust/Supply Only**
 
@@ -2480,11 +2722,14 @@ If not entered, the simulation will not include water heating.
   =========================  =======  =======  ===========  ========  ========  ================================================================
 
   .. [#] WaterHeaterType choices are "storage water heater", "instantaneous water heater", "heat pump water heater", "space-heating boiler with storage tank", or "space-heating boiler with tankless coil".
-  .. [#] Location choices are "living space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - unconditioned", "basement - conditioned", "attic - unvented", "attic - vented", "garage", "crawlspace - unvented", "crawlspace - vented", "crawlspace - conditioned", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] | If Location not provided, defaults to the first present space type:
-         | - **IECC zones 1-3, excluding 3A**: "garage", "living space"
-         | - **IECC zones 3A, 4-8, unknown**: "basement - conditioned", "basement - unconditioned", "living space"
+  .. [#] If Location not provided, defaults to the first present space type:
+         
+         \- **IECC zones 1-3, excluding 3A**: "garage", "conditioned space"
+         
+         \- **IECC zones 3A, 4-8, unknown**: "basement - conditioned", "basement - unconditioned", "conditioned space"
+         
   .. [#] The sum of all ``FractionDHWLoadServed`` (across all WaterHeatingSystems) must equal to 1.
   .. [#] FractionDHWLoadServed represents only the fraction of the hot water load associated with the hot water **fixtures**.
          Additional hot water load from clothes washers/dishwashers will be automatically assigned to the appropriate water heater(s).
@@ -2517,10 +2762,14 @@ If a conventional storage water heater is specified, additional information is e
          If neither UsageBin nor FirstHourRating provided, UsageBin defaults to "medium".
          If FirstHourRating provided and UsageBin not provided, UsageBin is determined based on the FirstHourRating value.
   .. [#] RecoveryEfficiency must also be greater than the EnergyFactor (or UniformEnergyFactor).
-  .. [#] | If RecoveryEfficiency not provided, defaults as follows based on a regression analysis of `AHRI certified water heaters <https://www.ahridirectory.org/NewSearch?programId=24&searchTypeId=3>`_:
-         | - **Electric**: 0.98
-         | - **Non-electric, EnergyFactor < 0.75**: 0.252 * EnergyFactor + 0.608
-         | - **Non-electric, EnergyFactor >= 0.75**: 0.561 * EnergyFactor + 0.439
+  .. [#] If RecoveryEfficiency not provided, defaults as follows based on a regression analysis of `AHRI certified water heaters <https://www.ahridirectory.org/NewSearch?programId=24&searchTypeId=3>`_:
+         
+         \- **Electric**: 0.98
+         
+         \- **Non-electric, EnergyFactor < 0.75**: 0.252 * EnergyFactor + 0.608
+         
+         \- **Non-electric, EnergyFactor >= 0.75**: 0.561 * EnergyFactor + 0.439
+         
   .. [#] TankModelType choices are "mixed" or "stratified".
 
 Tankless
@@ -2550,7 +2799,7 @@ If a heat pump water heater is specified, additional information is entered in `
   ``FuelType``                                   string                           See [#]_         Yes                    Fuel type
   ``TankVolume``                                 double            gal            > 0              Yes                    Nominal tank volume
   ``UniformEnergyFactor`` or ``EnergyFactor``    double            frac           > 1, <= 5        Yes                    EnergyGuide label rated efficiency
-  ``HPWHOperatingMode``                          string                           See [#]_         No        hyrbid/auto  Operating mode [#]_
+  ``HPWHOperatingMode``                          string                           See [#]_         No        hybrid/auto  Operating mode [#]_
   ``UsageBin`` or ``FirstHourRating``            string or double  str or gal/hr  See [#]_ or > 0  No        See [#]_     EnergyGuide label usage bin/first hour rating
   ``WaterHeaterInsulation/Jacket/JacketRValue``  double            F-ft2-hr/Btu   >= 0             No        0            R-value of additional tank insulation wrap
   =============================================  ================  =============  ===============  ========  ===========  =============================================
@@ -2634,6 +2883,8 @@ If any water heating systems are provided, a single hot water distribution syste
   In attached/multifamily buildings, only the hot water distribution system serving the dwelling unit should be defined.
   The hot water distribution associated with, e.g., a shared laundry room should not be defined.
 
+Hot water distribution systems are modeled according to the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
+
 Standard
 ~~~~~~~~
 
@@ -2645,12 +2896,18 @@ If the in-unit distribution system is specified as standard, additional informat
   ``PipingLength``  double   ft     > 0          No        See [#]_  Length of piping [#]_
   ================  =======  =====  ===========  ========  ========  =====================
 
-  .. [#] | If PipingLength not provided, calculated using the following equation from `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
-         | PipeL = 2.0 * (CFA / NCfl)^0.5 + 10.0 * NCfl + 5.0 * Bsmnt
-         | where
-         | CFA = conditioned floor area [ft2],
-         | NCfl = number of conditioned floor levels number of conditioned floor levels in the residence including conditioned basements,
-         | Bsmnt = presence (1.0) or absence (0.0) of an unconditioned basement in the residence.
+  .. [#] If PipingLength not provided, calculated using the following equation from `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
+         
+         PipeL = 2.0 * (CFA / NCfl)^0.5 + 10.0 * NCfl + 5.0 * Bsmnt
+         
+         where
+         
+         CFA = conditioned floor area [ft2],
+         
+         NCfl = number of conditioned floor levels number of conditioned floor levels in the residence including conditioned basements,
+         
+         Bsmnt = presence (1.0) or absence (0.0) of an unconditioned basement in the residence.
+         
   .. [#] PipingLength is the length of hot water piping from the hot water heater (or from a shared recirculation loop serving multiple dwelling units) to the farthest hot water fixture, measured longitudinally from plans, assuming the hot water piping does not run diagonally, plus 10 feet of piping for each floor level, plus 5 feet of piping for unconditioned basements (if any).
 
 Recirculation
@@ -2668,12 +2925,29 @@ If the in-unit distribution system is specified as recirculation, additional inf
   =================================  =======  =====  ===========  ========  ========  =====================================
 
   .. [#] ControlType choices are "manual demand control", "presence sensor demand control", "temperature", "timer", or "no control".
-  .. [#] | If RecirculationPipingLoopLength not provided, calculated using the following equation from `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
-         | RecircPipeL = 2.0 * (2.0 * (CFA / NCfl)^0.5 + 10.0 * NCfl + 5.0 * Bsmnt) - 20.0
-         | where
-         | CFA = conditioned floor area [ft2],
-         | NCfl = number of conditioned floor levels number of conditioned floor levels in the residence including conditioned basements,
-         | Bsmnt = presence (1.0) or absence (0.0) of an unconditioned basement in the residence.
+         
+         \- **manual demand control**: The pump only runs when a user presses a button indicating they are about to use hot water.
+         
+         \- **presence sensor demand control**: The pump only runs when a sensor detects someone is present at the faucet.
+         
+         \- **temperature**: The pump runs based on monitoring temperature at some point in the system.
+         
+         \- **timer**: The pump is controlled by a timer.
+         
+         \- **no control**: The pump runs continuously.
+         
+  .. [#] If RecirculationPipingLoopLength not provided, calculated using the following equation from `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
+         
+         RecircPipeL = 2.0 * (2.0 * (CFA / NCfl)^0.5 + 10.0 * NCfl + 5.0 * Bsmnt) - 20.0
+         
+         where
+         
+         CFA = conditioned floor area [ft2],
+         
+         NCfl = number of conditioned floor levels number of conditioned floor levels in the residence including conditioned basements,
+         
+         Bsmnt = presence (1.0) or absence (0.0) of an unconditioned basement in the residence.
+         
   .. [#] RecirculationPipingLoopLength is the recirculation loop length including both supply and return sides, measured longitudinally from plans, assuming the hot water piping does not run diagonally, plus 20 feet of piping for each floor level greater than one plus 10 feet of piping for unconditioned basements.
   .. [#] BranchPipingLength is the length of the branch hot water piping from the recirculation loop to the farthest hot water fixture from the recirculation loop, measured longitudinally from plans, assuming the branch hot water piping does not run diagonally.
   .. [#] PumpPower default based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
@@ -2712,23 +2986,27 @@ If a drain water heat recovery (DWHR) device is specified, additional informatio
          Use "all" if there is one shower and it's connected to the DWHR or there are two or more showers connected to the DWHR.
   .. [#] EqualFlow should be true if the DWHR supplies pre-heated water to both the fixture cold water piping *and* the hot water heater potable supply piping.
 
+Drain water heat recovery is modeled according to the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
+
 HPXML Water Fixtures
 ********************
 
 Each water fixture is entered as a ``/HPXML/Building/BuildingDetails/Systems/WaterHeating/WaterFixture``.
 
-  ====================  =======  =====  ===========  ========  ========  ===============================================
-  Element               Type     Units  Constraints  Required  Default   Notes
-  ====================  =======  =====  ===========  ========  ========  ===============================================
-  ``SystemIdentifier``  id                           Yes                 Unique identifier
-  ``WaterFixtureType``  string          See [#]_     Yes                 Bathroom faucet or shower
-  ``LowFlow``           boolean                      Yes                 Whether the fixture is considered low-flow [#]_
-  ====================  =======  =====  ===========  ========  ========  ===============================================
+  ===============================  =================  =====  ===========  ========  ========  ===============================================
+  Element                          Type               Units  Constraints  Required  Default   Notes
+  ===============================  =================  =====  ===========  ========  ========  ===============================================
+  ``SystemIdentifier``             id                                     Yes                 Unique identifier
+  ``WaterFixtureType``             string                    See [#]_     Yes                 Bathroom faucet or shower
+  ``Count``                        integer                   > 0          No        See [#]_  Number of similar water fixtures
+  ``LowFlow`` and/or ``FlowRate``  boolean or double  gpm    > 0          Yes                 Whether the fixture is considered low-flow and/or the flow rate [#]_
+  ===============================  =================  =====  ===========  ========  ========  ===============================================
 
   .. [#] WaterFixtureType choices are "shower head" or "faucet".
          If the shower stall has multiple shower heads that operate simultaneously, combine them as a single entry.
-  .. [#] LowFlow should be true if the fixture's flow rate (gpm) is <= 2.0.
-         Where a shower stall has multiple shower heads that operate simultaneously, the sum of their flows must be <= 2.0.
+  .. [#] A WaterFixture is considered low-flow if the fixture's flow rate (gpm) is <= 2.0.
+         Where a shower stall has multiple shower heads that operate simultaneously, use the sum of their flows.
+  .. [#] If Count not provided for any water fixture, assumes that 60% of all fixtures are faucets and 40% are shower heads.
 
 Additional information can be entered in ``/HPXML/Building/BuildingDetails/Systems/WaterHeating/``.
 
@@ -2744,6 +3022,8 @@ Additional information can be entered in ``/HPXML/Building/BuildingDetails/Syste
   .. [#] If WaterFixturesWeekdayScheduleFractions or WaterFixturesWeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figures 9-11 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.012, 0.006, 0.004, 0.005, 0.010, 0.034, 0.078, 0.087, 0.080, 0.067, 0.056, 0.047, 0.040, 0.035, 0.033, 0.031, 0.039, 0.051, 0.060, 0.060, 0.055, 0.048, 0.038, 0.026".
   .. [#] If WaterFixturesMonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values are used: "1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0".
 
+Water fixture hot water use is calculated per the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
+
 HPXML Solar Thermal
 *******************
 
@@ -2760,6 +3040,8 @@ If not entered, the simulation will not include solar hot water.
   .. [#] SystemType only choice is "hot water".
 
 Solar hot water systems can be described with either simple or detailed inputs.
+It is recommended to use detailed inputs and allow EnergyPlus to calculate the solar contribution to the hot water load;
+the simple inputs are provided if equivalent calculations are performed in another software tool.
 
 Simple Inputs
 ~~~~~~~~~~~~~
@@ -2779,6 +3061,10 @@ To define a simple solar hot water system, additional information is entered in
          The referenced water heater cannot be a space-heating boiler nor attached to a desuperheater.
   .. [#] If ConnectedTo not provided, solar fraction will apply to all water heaters in the building.
 
+.. warning::
+
+  The solar fraction will reduce the hot water load equally for every EnergyPlus timestep (even during nights and cloudy events).
+
 Detailed Inputs
 ~~~~~~~~~~~~~~~
 
@@ -2834,20 +3120,33 @@ Many of the inputs are adopted from the `PVWatts model <https://pvwatts.nrel.gov
   .. [#] ModuleType choices are "standard", "premium", or "thin film".
   .. [#] Tracking choices are "fixed", "1-axis", "1-axis backtracked", or "2-axis".
   .. [#] ArrayOrientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
-  .. [#] | SystemLossesFraction default is derived from the `PVWatts documentation <https://www.nrel.gov/docs/fy14osti/62641.pdf>`_, which breaks down the losses as follows.
-         | Note that the total loss (14%) is not the sum of the individual losses but is calculated by multiplying the reduction due to each loss.
-         | - **Soiling**: 2%
-         | - **Shading**: 3%
-         | - **Snow**: 0%
-         | - **Mismatch**: 2%
-         | - **Wiring**: 2%
-         | - **Connections**: 0.5%
-         | - **Light-induced degradation**: 1.5%
-         | - **Nameplate rating**: 1%
-         | - **Age**: 0%
-         | - **Availability**: 3%
-         | If YearModulesManufactured provided but not SystemLossesFraction, calculated as:
-         | SystemLossesFraction = 1.0 - (1.0 - 0.14) * (1.0 - (1.0 - 0.995^(CurrentYear - YearModulesManufactured))).
+  .. [#] SystemLossesFraction default is derived from the `PVWatts documentation <https://www.nrel.gov/docs/fy14osti/62641.pdf>`_, which breaks down the losses as follows.
+         Note that the total loss (14%) is not the sum of the individual losses but is calculated by multiplying the reduction due to each loss.
+         
+         \- **Soiling**: 2%
+         
+         \- **Shading**: 3%
+         
+         \- **Snow**: 0%
+         
+         \- **Mismatch**: 2%
+         
+         \- **Wiring**: 2%
+         
+         \- **Connections**: 0.5%
+         
+         \- **Light-induced degradation**: 1.5%
+         
+         \- **Nameplate rating**: 1%
+         
+         \- **Age**: 0%
+         
+         \- **Availability**: 3%
+         
+         If YearModulesManufactured provided but not SystemLossesFraction, calculated as:
+         
+         SystemLossesFraction = 1.0 - (1.0 - 0.14) * (1.0 - (1.0 - 0.995^(CurrentYear - YearModulesManufactured))).
+         
   .. [#] System losses due to soiling, shading, snow, mismatch, wiring, degradation, etc.
   .. [#] AttachedToInverter must reference an ``Inverter``.
   .. [#] NumberofBedroomsServed only required if IsSharedSystem is true, in which case it must be > NumberofBedrooms.
@@ -2883,7 +3182,7 @@ If not entered, the simulation will not include batteries.
   ``RoundTripEfficiency``                               double   frac       0 - 1                    No        0.925     Round trip efficiency
   ====================================================  =======  =========  =======================  ========  ========  ============================================
 
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "attic - vented", "attic - unvented", "garage", or "outside".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "attic - vented", "attic - unvented", "garage", or "outside".
   .. [#] If Location not provided, defaults to "garage" if a garage is present, otherwise "outside".
   .. [#] BatteryType only choice is "Li-ion".
   .. [#] If NominalCapacity not provided, defaults to UsableCapacity / 0.9 if UsableCapacity provided, else (RatedPowerOutput / 1000) / 0.5 if RatedPowerOutput provided, else 10 kWh.
@@ -2894,7 +3193,7 @@ If not entered, the simulation will not include batteries.
 
   An unscheduled battery in a home with photovoltaics (PV) will be controlled using a simple control strategy designed to maximize on site consumption of energy. The battery will charge if PV production is greater than the building load and the battery is below its maximum capacity, while the battery will discharge if the building load is greater than PV production and the battery is above its minimum capacity.
 
-  A battery can alternatively be controlled using :ref:`detailedschedules`, where charging and discharging schedules are defined. Positive schedule values control timing and magnitude of charging storage. Negative schedule values control timing and magnitude of discharging storage. Simultaneous charging and discharging of the battery is not allowed. The round trip efficiency affects charging; the reported charging rate will be larger than the schedule value by an amount equal to the losses due to the round trip efficiency.
+  A battery can alternatively be controlled using :ref:`detailedschedules`, where charging and discharging schedules are defined. Positive schedule values control timing and magnitude of charging storage. Negative schedule values control timing and magnitude of discharging storage. Simultaneous charging and discharging of the battery is not allowed. The round trip efficiency affects charging and discharging; the reported charging and discharging rates will be larger than the schedule value by an amount equal to the losses due to the round trip efficiency.
 
   A battery in a home without PV or charging/discharging schedules is assumed to operate as backup and is not modeled.
 
@@ -2935,22 +3234,22 @@ HPXML Clothes Washer
 A single clothes washer can be entered as a ``/HPXML/Building/BuildingDetails/Appliances/ClothesWasher``.
 If not entered, the simulation will not include a clothes washer.
 
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
-  Element                                                                 Type     Units        Constraints  Required  Default       Notes
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
-  ``SystemIdentifier``                                                    id                                 Yes                     Unique identifier
-  ``IsSharedAppliance``                                                   boolean                            No        false         Whether it serves multiple dwelling units [#]_
-  ``Location``                                                            string                See [#]_     No        living space  Location
-  ``IntegratedModifiedEnergyFactor`` or ``ModifiedEnergyFactor``          double   ft3/kWh/cyc  > 0          No        See [#]_      Efficiency [#]_
-  ``AttachedToWaterHeatingSystem`` or ``AttachedToHotWaterDistribution``  idref                 See [#]_     See [#]_                ID of attached water heater or distribution system
-  ``extension/UsageMultiplier``                                           double                >= 0         No        1.0           Multiplier on energy & hot water usage
-  ``extension/WeekdayScheduleFractions``                                  array                              No        See [#]_      24 comma-separated weekday fractions
-  ``extension/WeekendScheduleFractions``                                  array                              No                      24 comma-separated weekend fractions
-  ``extension/MonthlyScheduleMultipliers``                                array                              No        See [#]_      12 comma-separated monthly multipliers
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
+  Element                                                                 Type     Units        Constraints  Required  Default            Notes
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
+  ``SystemIdentifier``                                                    id                                 Yes                          Unique identifier
+  ``IsSharedAppliance``                                                   boolean                            No        false              Whether it serves multiple dwelling units [#]_
+  ``Location``                                                            string                See [#]_     No        conditioned space  Location
+  ``IntegratedModifiedEnergyFactor`` or ``ModifiedEnergyFactor``          double   ft3/kWh/cyc  > 0          No        See [#]_           Efficiency [#]_
+  ``AttachedToWaterHeatingSystem`` or ``AttachedToHotWaterDistribution``  idref                 See [#]_     See [#]_                     ID of attached water heater or distribution system
+  ``extension/UsageMultiplier``                                           double                >= 0         No        1.0                Multiplier on energy & hot water usage
+  ``extension/WeekdayScheduleFractions``                                  array                              No        See [#]_           24 comma-separated weekday fractions
+  ``extension/WeekendScheduleFractions``                                  array                              No                           24 comma-separated weekend fractions
+  ``extension/MonthlyScheduleMultipliers``                                array                              No        See [#]_           12 comma-separated monthly multipliers
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
 
   .. [#] For example, a clothes washer in a shared laundry room of a MF building.
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] If neither IntegratedModifiedEnergyFactor nor ModifiedEnergyFactor provided, the following default values representing a standard clothes washer from 2006 will be used:
          IntegratedModifiedEnergyFactor = 1.0,
@@ -2989,24 +3288,24 @@ HPXML Clothes Dryer
 A single clothes dryer can be entered as a ``/HPXML/Building/BuildingDetails/Appliances/ClothesDryer``.
 If not entered, the simulation will not include a clothes dryer.
 
-  ============================================  =======  ======  ===========  ========  ============  ==============================================
-  Element                                       Type     Units   Constraints  Required  Default       Notes
-  ============================================  =======  ======  ===========  ========  ============  ==============================================
-  ``SystemIdentifier``                          id                            Yes                     Unique identifier
-  ``IsSharedAppliance``                         boolean                       No        false         Whether it serves multiple dwelling units [#]_
-  ``Location``                                  string           See [#]_     No        living space  Location
-  ``FuelType``                                  string           See [#]_     Yes                     Fuel type
-  ``CombinedEnergyFactor`` or ``EnergyFactor``  double   lb/kWh  > 0          No        See [#]_      Efficiency [#]_
-  ``Vented``                                    boolean                       No        true          Whether dryer is vented
-  ``VentedFlowRate``                            double   cfm     >= 0         No        100 [#]_      Exhaust flow rate during operation
-  ``extension/UsageMultiplier``                 double           >= 0         No        1.0           Multiplier on energy use
-  ``extension/WeekdayScheduleFractions``        array                         No        See [#]_      24 comma-separated weekday fractions
-  ``extension/WeekendScheduleFractions``        array                         No                      24 comma-separated weekend fractions
-  ``extension/MonthlyScheduleMultipliers``      array                         No        See [#]_      12 comma-separated monthly multipliers
-  ============================================  =======  ======  ===========  ========  ============  ==============================================
+  ============================================  =======  ======  ===========  ========  =================  ==============================================
+  Element                                       Type     Units   Constraints  Required  Default            Notes
+  ============================================  =======  ======  ===========  ========  =================  ==============================================
+  ``SystemIdentifier``                          id                            Yes                          Unique identifier
+  ``IsSharedAppliance``                         boolean                       No        false              Whether it serves multiple dwelling units [#]_
+  ``Location``                                  string           See [#]_     No        conditioned space  Location
+  ``FuelType``                                  string           See [#]_     Yes                          Fuel type
+  ``CombinedEnergyFactor`` or ``EnergyFactor``  double   lb/kWh  > 0          No        See [#]_           Efficiency [#]_
+  ``Vented``                                    boolean                       No        true               Whether dryer is vented
+  ``VentedFlowRate``                            double   cfm     >= 0         No        100 [#]_           Exhaust flow rate during operation
+  ``extension/UsageMultiplier``                 double           >= 0         No        1.0                Multiplier on energy use
+  ``extension/WeekdayScheduleFractions``        array                         No        See [#]_           24 comma-separated weekday fractions
+  ``extension/WeekendScheduleFractions``        array                         No                           24 comma-separated weekend fractions
+  ``extension/MonthlyScheduleMultipliers``      array                         No        See [#]_           12 comma-separated monthly multipliers
+  ============================================  =======  ======  ===========  ========  =================  ==============================================
 
   .. [#] For example, a clothes dryer in a shared laundry room of a MF building.
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] FuelType choices are "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "anthracite coal", "electricity", "wood", or "wood pellets".
   .. [#] If neither CombinedEnergyFactor nor EnergyFactor provided, the following default values representing a standard clothes dryer from 2006 will be used:
@@ -3026,22 +3325,22 @@ HPXML Dishwasher
 A single dishwasher can be entered as a ``/HPXML/Building/BuildingDetails/Appliances/Dishwasher``.
 If not entered, the simulation will not include a dishwasher.
 
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
-  Element                                                                 Type     Units        Constraints  Required  Default       Notes
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
-  ``SystemIdentifier``                                                    id                                 Yes                     Unique identifier
-  ``IsSharedAppliance``                                                   boolean                            No        false         Whether it serves multiple dwelling units [#]_
-  ``Location``                                                            string                See [#]_     No        living space  Location
-  ``RatedAnnualkWh`` or ``EnergyFactor``                                  double   kWh/yr or #  > 0          No        See [#]_      EnergyGuide label consumption/efficiency [#]_
-  ``AttachedToWaterHeatingSystem`` or ``AttachedToHotWaterDistribution``  idref                 See [#]_     See [#]_                ID of attached water heater or distribution system
-  ``extension/UsageMultiplier``                                           double                >= 0         No        1.0           Multiplier on energy & hot water usage
-  ``extension/WeekdayScheduleFractions``                                  array                              No        See [#]_      24 comma-separated weekday fractions
-  ``extension/WeekendScheduleFractions``                                  array                              No                      24 comma-separated weekend fractions
-  ``extension/MonthlyScheduleMultipliers``                                array                              No        See [#]_      12 comma-separated monthly multipliers
-  ======================================================================  =======  ===========  ===========  ========  ============  ==============================================
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
+  Element                                                                 Type     Units        Constraints  Required  Default            Notes
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
+  ``SystemIdentifier``                                                    id                                 Yes                          Unique identifier
+  ``IsSharedAppliance``                                                   boolean                            No        false              Whether it serves multiple dwelling units [#]_
+  ``Location``                                                            string                See [#]_     No        conditioned space  Location
+  ``RatedAnnualkWh`` or ``EnergyFactor``                                  double   kWh/yr or #  > 0          No        See [#]_           EnergyGuide label consumption/efficiency [#]_
+  ``AttachedToWaterHeatingSystem`` or ``AttachedToHotWaterDistribution``  idref                 See [#]_     See [#]_                     ID of attached water heater or distribution system
+  ``extension/UsageMultiplier``                                           double                >= 0         No        1.0                Multiplier on energy & hot water usage
+  ``extension/WeekdayScheduleFractions``                                  array                              No        See [#]_           24 comma-separated weekday fractions
+  ``extension/WeekendScheduleFractions``                                  array                              No                           24 comma-separated weekend fractions
+  ``extension/MonthlyScheduleMultipliers``                                array                              No        See [#]_           12 comma-separated monthly multipliers
+  ======================================================================  =======  ===========  ===========  ========  =================  ==============================================
 
   .. [#] For example, a dishwasher in a shared mechanical room of a MF building.
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] If neither RatedAnnualkWh nor EnergyFactor provided, the following default values representing a standard dishwasher from 2006 will be used:
          RatedAnnualkWh = 467,
@@ -3090,10 +3389,10 @@ If not entered, the simulation will not include a refrigerator.
   ``extension/MonthlyScheduleMultipliers``               array                         No        See [#]_  12 comma-separated monthly multipliers
   =====================================================  =======  ======  ===========  ========  ========  ======================================
 
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] If Location not provided and is the *primary* refrigerator, defaults to "living space".
-         If Location not provided and is a *secondary* refrigerator, defaults to the first present space type: "garage", "basement - unconditioned", "basement - conditioned", or "living space".
+  .. [#] If Location not provided and is the *primary* refrigerator, defaults to "conditioned space".
+         If Location not provided and is a *secondary* refrigerator, defaults to the first present space type: "garage", "basement - unconditioned", "basement - conditioned", or "conditioned space".
   .. [#] If RatedAnnualkWh not provided, it will be defaulted to represent a standard refrigerator from 2006 using the following equation based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_:
          RatedAnnualkWh = 637.0 + 18.0 * NumberofBedrooms.
   .. [#] If multiple refrigerators are specified, there must be exactly one refrigerator described with PrimaryIndicator=true.
@@ -3122,9 +3421,9 @@ If not entered, the simulation will not include a standalone freezer.
   ``extension/MonthlyScheduleMultipliers``               array                        No        See [#]_    12 comma-separated monthly multipliers
   =====================================================  ======  ======  ===========  ========  ==========  ======================================
 
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] If Location not provided, defaults to "garage" if present, otherwise "basement - unconditioned" if present, otherwise "basement - conditioned" if present, otherwise "living space".
+  .. [#] If Location not provided, defaults to "garage" if present, otherwise "basement - unconditioned" if present, otherwise "basement - conditioned" if present, otherwise "conditioned space".
   .. [#] RatedAnnualkWh default based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 16 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.040, 0.039, 0.038, 0.037, 0.036, 0.036, 0.038, 0.040, 0.041, 0.041, 0.040, 0.040, 0.042, 0.042, 0.042, 0.041, 0.044, 0.048, 0.050, 0.048, 0.047, 0.046, 0.044, 0.041".
   .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.837, 0.835, 1.084, 1.084, 1.084, 1.096, 1.096, 1.096, 1.096, 0.931, 0.925, 0.837".
@@ -3152,14 +3451,14 @@ If not entered, the simulation will not include a dehumidifier.
   ==============================================  ==========  ==========  ===========  ========  =======  ========================================
   
   .. [#] Type choices are "portable" or "whole-home".
-  .. [#] Location only choice is "living space".
+  .. [#] Location only choice is "conditioned space".
   .. [#] If multiple dehumidifiers are entered, they must all have the same setpoint or an error will be generated.
   .. [#] The sum of all ``FractionDehumidificationLoadServed`` (across all Dehumidifiers) must be less than or equal to 1.
 
 .. note::
 
   Dehumidifiers are currently modeled as located within conditioned space; the model is not suited for a dehumidifier in, e.g., a wet unconditioned basement or crawlspace.
-  Therefore the dehumidifier Location is currently restricted to "living space".
+  Therefore the dehumidifier Location is currently restricted to "conditioned space".
 
 HPXML Cooking Range/Oven
 ************************
@@ -3167,20 +3466,20 @@ HPXML Cooking Range/Oven
 A single cooking range can be entered as a ``/HPXML/Building/BuildingDetails/Appliances/CookingRange``.
 If not entered, the simulation will not include a cooking range/oven.
 
-  ========================================  =======  ======  ===========  ========  ============  ======================================
-  Element                                   Type     Units   Constraints  Required  Default       Notes
-  ========================================  =======  ======  ===========  ========  ============  ======================================
-  ``SystemIdentifier``                      id                            Yes                     Unique identifier
-  ``Location``                              string           See [#]_     No        living space  Location
-  ``FuelType``                              string           See [#]_     Yes                     Fuel type
-  ``IsInduction``                           boolean                       No        false         Induction range?
-  ``extension/UsageMultiplier``             double           >= 0         No        1.0           Multiplier on energy use
-  ``extension/WeekdayScheduleFractions``    array                         No        See [#]_      24 comma-separated weekday fractions
-  ``extension/WeekendScheduleFractions``    array                         No                      24 comma-separated weekend fractions
-  ``extension/MonthlyScheduleMultipliers``  array                         No        See [#]_      12 comma-separated monthly multipliers
-  ========================================  =======  ======  ===========  ========  ============  ======================================
-
-  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  ========================================  =======  ======  ===========  ========  =================  ======================================
+  Element                                   Type     Units   Constraints  Required  Default            Notes
+  ========================================  =======  ======  ===========  ========  =================  ======================================
+  ``SystemIdentifier``                      id                            Yes                          Unique identifier
+  ``Location``                              string           See [#]_     No        conditioned space  Location
+  ``FuelType``                              string           See [#]_     Yes                          Fuel type
+  ``IsInduction``                           boolean                       No        false              Induction range?
+  ``extension/UsageMultiplier``             double           >= 0         No        1.0                Multiplier on energy use
+  ``extension/WeekdayScheduleFractions``    array                         No        See [#]_           24 comma-separated weekday fractions
+  ``extension/WeekendScheduleFractions``    array                         No                           24 comma-separated weekend fractions
+  ``extension/MonthlyScheduleMultipliers``  array                         No        See [#]_           12 comma-separated monthly multipliers
+  ========================================  =======  ======  ===========  ========  =================  ======================================
+
+  .. [#] Location choices are "conditioned space", "basement - conditioned", "basement - unconditioned", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] FuelType choices are "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "anthracite coal", "electricity", "wood", or "wood pellets".
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 22 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.007, 0.007, 0.004, 0.004, 0.007, 0.011, 0.025, 0.042, 0.046, 0.048, 0.042, 0.050, 0.057, 0.046, 0.057, 0.044, 0.092, 0.150, 0.117, 0.060, 0.035, 0.025, 0.016, 0.011".
@@ -3310,8 +3609,8 @@ Ceiling fan energy use is calculated per the Energy Rating Rated Home in `ANSI/R
   A reduced cooling setpoint can be specified for months when ceiling fans are operating.
   See :ref:`hvac_control` for more information.
 
-HPXML Pools & Hot Tubs
-----------------------
+HPXML Pools & Permanent Spas
+----------------------------
 
 HPXML Pools
 ***********
@@ -3332,8 +3631,8 @@ If not entered, the simulation will not include a pool.
 Pool Pump
 ~~~~~~~~~
 
-If a pool is specified, a single pool pump can be entered as a ``Pool/PoolPumps/PoolPump``.
-If not entered, the simulation will not include a pool heater.
+If a pool is specified, a single pool pump can be entered as a ``Pool/Pumps/Pump``.
+If not entered, the simulation will not include a pool pump.
 
   ========================================  =======  ======  ===========  ========  ============  ======================================
   Element                                   Type     Units   Constraints  Required  Default       Notes
@@ -3374,80 +3673,90 @@ If not entered, the simulation will not include a pool heater.
 
   .. [#] Type choices are "none, "gas fired", "electric resistance", or "heat pump".
          If "none" is entered, the simulation will not include a pool heater.
-  .. [#] | If Value not provided, defaults as follows:
-         | - **gas fired [therm/year]**: 3.0 / 0.014 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric resistance [kWh/year]**: 8.3 / 0.004 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **heat pump [kWh/year]**: (electric resistance) / 5.0 (based on an average COP of 5 from `Energy Saver <https://www.energy.gov/energysaver/heat-pump-swimming-pool-heaters>`_)
-         | If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+  .. [#] If Value not provided, defaults as follows:
+         
+         \- **gas fired [therm/year]**: 3.0 / 0.014 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric resistance [kWh/year]**: 8.3 / 0.004 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **heat pump [kWh/year]**: (electric resistance) / 5.0 (based on an average COP of 5 from `Energy Saver <https://www.energy.gov/energysaver/heat-pump-swimming-pool-heaters>`_)
+         
+         If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+         
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.003, 0.003, 0.003, 0.004, 0.008, 0.015, 0.026, 0.044, 0.084, 0.121, 0.127, 0.121, 0.120, 0.090, 0.075, 0.061, 0.037, 0.023, 0.013, 0.008, 0.004, 0.003, 0.003, 0.003".
   .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154".
 
-HPXML Hot Tubs
-**************
+HPXML Permanent Spas
+********************
 
-A single hot tub can be entered as a ``/HPXML/Building/BuildingDetails/HotTubs/HotTub``.
-If not entered, the simulation will not include a hot tub.
+A single permanent spa can be entered as a ``/HPXML/Building/BuildingDetails/Spas/PermanentSpa``.
+If not entered, the simulation will not include a permanent spa.
 
   ====================  =======  ======  ===========  ========  ============  =================
   Element               Type     Units   Constraints  Required  Default       Notes
   ====================  =======  ======  ===========  ========  ============  =================
   ``SystemIdentifier``  id                            Yes                     Unique identifier
-  ``Type``              string           See [#]_     Yes                     Hot tub type
+  ``Type``              string           See [#]_     Yes                     Permanent spa type
   ====================  =======  ======  ===========  ========  ============  =================
 
   .. [#] Type choices are "in ground", "on ground", "above ground", "other", "unknown", or "none".
-         If "none" is entered, the simulation will not include a hot tub.
+         If "none" is entered, the simulation will not include a permanent spa.
 
-Hot Tub Pump
-~~~~~~~~~~~~
+Permanent Spa Pump
+~~~~~~~~~~~~~~~~~~
 
-If a hot tub is specified, a single hot tub pump can be entered as a ``HotTub/HotTubPumps/HotTubPump``.
-If not entered, the simulation will not include a hot tub pump.
+If a permanent spa is specified, a single permanent spa pump can be entered as a ``PermanentSpa/Pumps/Pump``.
+If not entered, the simulation will not include a permanent spa pump.
 
   ========================================  =======  ======  ===========  ========  ============  ======================================
   Element                                   Type     Units   Constraints  Required  Default       Notes
   ========================================  =======  ======  ===========  ========  ============  ======================================
   ``SystemIdentifier``                      id                            Yes                     Unique identifier
-  ``Type``                                  string           See [#]_     Yes                     Hot tub pump type
-  ``Load[Units="kWh/year"]/Value``          double   kWh/yr  >= 0         No        See [#]_      Hot tub pump energy use
-  ``extension/UsageMultiplier``             double           >= 0         No        1.0           Multiplier on hot tub pump energy use
+  ``Type``                                  string           See [#]_     Yes                     Permanent spa pump type
+  ``Load[Units="kWh/year"]/Value``          double   kWh/yr  >= 0         No        See [#]_      Permanent spa pump energy use
+  ``extension/UsageMultiplier``             double           >= 0         No        1.0           Multiplier on permanent spa pump energy use
   ``extension/WeekdayScheduleFractions``    array                         No        See [#]_      24 comma-separated weekday fractions
   ``extension/WeekendScheduleFractions``    array                         No                      24 comma-separated weekend fractions
   ``extension/MonthlyScheduleMultipliers``  array                         No        See [#]_      12 comma-separated monthly multipliers
   ========================================  =======  ======  ===========  ========  ============  ======================================
 
   .. [#] Type choices are "single speed", "multi speed", "variable speed", "variable flow", "other", "unknown", or "none".
-         If "none" is entered, the simulation will not include a hot tub pump.
+         If "none" is entered, the simulation will not include a permanent spa pump.
   .. [#] If Value not provided, defaults based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_: 59.5 / 0.059 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920).
          If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.024, 0.029, 0.024, 0.029, 0.047, 0.067, 0.057, 0.024, 0.024, 0.019, 0.015, 0.014, 0.014, 0.014, 0.024, 0.058, 0.126, 0.122, 0.068, 0.061, 0.051, 0.043, 0.024, 0.024".
   .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.921, 0.928, 0.921, 0.915, 0.921, 1.160, 1.158, 1.158, 1.160, 0.921, 0.915, 0.921".
 
-Hot Tub Heater
-~~~~~~~~~~~~~~
+Permanent Spa Heater
+~~~~~~~~~~~~~~~~~~~~
 
-If a hot tub is specified, a hot tub heater can be entered as a ``HotTub/Heater``.
-If not entered, the simulation will not include a hot tub heater.
+If a permanent spa is specified, a permanent spa heater can be entered as a ``PermanentSpa/Heater``.
+If not entered, the simulation will not include a permanent spa heater.
 
   ======================================================  =======  ==================  ===========  ========  ========  =======================================
   Element                                                 Type     Units               Constraints  Required  Default   Notes
   ======================================================  =======  ==================  ===========  ========  ========  =======================================
   ``SystemIdentifier``                                    id                                        Yes                 Unique identifier
-  ``Type``                                                string                       See [#]_     Yes                 Hot tub heater type
-  ``Load[Units="kWh/year" or Units="therm/year"]/Value``  double   kWh/yr or therm/yr  >= 0         No        See [#]_  Hot tub heater energy use
-  ``extension/UsageMultiplier``                           double                       >= 0         No        1.0       Multiplier on hot tub heater energy use
+  ``Type``                                                string                       See [#]_     Yes                 Permanent spa heater type
+  ``Load[Units="kWh/year" or Units="therm/year"]/Value``  double   kWh/yr or therm/yr  >= 0         No        See [#]_  Permanent spa heater energy use
+  ``extension/UsageMultiplier``                           double                       >= 0         No        1.0       Multiplier on permanent spa heater energy use
   ``extension/WeekdayScheduleFractions``                  array                                     No        See [#]_  24 comma-separated weekday fractions
   ``extension/WeekendScheduleFractions``                  array                                     No                  24 comma-separated weekend fractions
   ``extension/MonthlyScheduleMultipliers``                array                                     No        See [#]_  12 comma-separated monthly multipliers
   ======================================================  =======  ==================  ===========  ========  ========  =======================================
 
   .. [#] Type choices are "none, "gas fired", "electric resistance", or "heat pump".
-         If "none" is entered, the simulation will not include a hot tub heater.
-  .. [#] | If Value not provided, defaults as follows:
-         | - **gas fired [therm/year]**: 0.87 / 0.011 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric resistance [kWh/year]**: 49.0 / 0.048 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **heat pump [kWh/year]** = (electric resistance) / 5.0 (based on an average COP of 5 from `Energy Saver <https://www.energy.gov/energysaver/heat-pump-swimming-pool-heaters>`_)
-         | If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+         If "none" is entered, the simulation will not include a permanent spa heater.
+  .. [#] If Value not provided, defaults as follows:
+         
+         \- **gas fired [therm/year]**: 0.87 / 0.011 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric resistance [kWh/year]**: 49.0 / 0.048 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **heat pump [kWh/year]** = (electric resistance) / 5.0 (based on an average COP of 5 from `Energy Saver <https://www.energy.gov/energysaver/heat-pump-swimming-pool-heaters>`_)
+         
+         If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+         
   .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.024, 0.029, 0.024, 0.029, 0.047, 0.067, 0.057, 0.024, 0.024, 0.019, 0.015, 0.014, 0.014, 0.014, 0.024, 0.058, 0.126, 0.122, 0.068, 0.061, 0.051, 0.043, 0.024, 0.024".
   .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.837, 0.835, 1.084, 1.084, 1.084, 1.096, 1.096, 1.096, 1.096, 0.931, 0.925, 0.837".
 
@@ -3481,38 +3790,68 @@ If not entered, the simulation will not include that type of plug load.
   ========================================  =======  ======  ===========  ========  ========  =============================================================
 
   .. [#] PlugLoadType choices are "other", "TV other", "well pump", or "electric vehicle charging".
-  .. [#] | If Value not provided, defaults as:
-         | - **other**: 0.91 * ConditionedFloorArea (based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_)
-         | - **TV other**: 413.0 + 69.0 * NumberofBedrooms (based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_)
-         | - **well pump**: 50.8 / 0.127 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric vehicle charging**: 1666.67 (calculated using AnnualMiles * kWhPerMile / (ChargerEfficiency * BatteryEfficiency) where AnnualMiles=4500, kWhPerMile=0.3, ChargerEfficiency=0.9, and BatteryEfficiency=0.9)
-         | If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
-  .. [#] | If FracSensible not provided, defaults as:
-         | - **other**: 0.855
-         | - **TV other**: 1.0
-         | - **well pump**: 0.0
-         | - **electric vehicle charging**: 0.0
+  .. [#] If Value not provided, defaults as:
+         
+         \- **other**: 0.91 * ConditionedFloorArea (based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_)
+         
+         \- **TV other**: 413.0 + 69.0 * NumberofBedrooms (based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_)
+         
+         \- **well pump**: 50.8 / 0.127 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric vehicle charging**: 1666.67 (calculated using AnnualMiles * kWhPerMile / (ChargerEfficiency * BatteryEfficiency) where AnnualMiles=4500, kWhPerMile=0.3, ChargerEfficiency=0.9, and BatteryEfficiency=0.9)
+         
+         If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+         
+  .. [#] If FracSensible not provided, defaults as:
+         
+         \- **other**: 0.855
+         
+         \- **TV other**: 1.0
+         
+         \- **well pump**: 0.0
+         
+         \- **electric vehicle charging**: 0.0
+         
   .. [#] The remaining fraction (i.e., 1.0 - FracSensible - FracLatent) must be > 0 and is assumed to be heat gain outside conditioned space and thus lost.
-  .. [#] | If FracLatent not provided, defaults as:
-         | - **other**: 0.045
-         | - **TV other**: 0.0
-         | - **well pump**: 0.0
-         | - **electric vehicle charging**: 0.0
-  .. [#] | If WeekdayScheduleFractions not provided (and :ref:`detailedschedules` not used), defaults as:
-         | - **other**: "0.035, 0.033, 0.032, 0.031, 0.032, 0.033, 0.037, 0.042, 0.043, 0.043, 0.043, 0.044, 0.045, 0.045, 0.044, 0.046, 0.048, 0.052, 0.053, 0.05, 0.047, 0.045, 0.04, 0.036" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **TV other**: "0.037, 0.018, 0.009, 0.007, 0.011, 0.018, 0.029, 0.040, 0.049, 0.058, 0.065, 0.072, 0.076, 0.086, 0.091, 0.102, 0.127, 0.156, 0.210, 0.294, 0.363, 0.344, 0.208, 0.090" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
-         | - **well pump**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric vehicle charging**: "0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042"
-  .. [#] | If WeekdendScheduleFractions not provided (and :ref:`detailedschedules` not used), defaults as:
-         | - **other**: "0.035, 0.033, 0.032, 0.031, 0.032, 0.033, 0.037, 0.042, 0.043, 0.043, 0.043, 0.044, 0.045, 0.045, 0.044, 0.046, 0.048, 0.052, 0.053, 0.05, 0.047, 0.045, 0.04, 0.036" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **TV other**: "0.044, 0.022, 0.012, 0.008, 0.011, 0.014, 0.024, 0.043, 0.071, 0.094, 0.112, 0.123, 0.132, 0.156, 0.178, 0.196, 0.206, 0.213, 0.251, 0.330, 0.388, 0.358, 0.226, 0.103" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
-         | - **well pump**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric vehicle charging**: "0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042"
-  .. [#] | If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), defaults as:
-         | - **other**: "1.248, 1.257, 0.993, 0.989, 0.993, 0.827, 0.821, 0.821, 0.827, 0.99, 0.987, 1.248" (based on Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **TV other**: "1.137, 1.129, 0.961, 0.969, 0.961, 0.993, 0.996, 0.96, 0.993, 0.867, 0.86, 1.137" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
-         | - **well pump**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154" (based on Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
-         | - **electric vehicle charging**: "1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0"
+  .. [#] If FracLatent not provided, defaults as:
+         
+         \- **other**: 0.045
+         
+         \- **TV other**: 0.0
+         
+         \- **well pump**: 0.0
+         
+         \- **electric vehicle charging**: 0.0
+         
+  .. [#] If WeekdayScheduleFractions not provided (and :ref:`detailedschedules` not used), defaults as:
+         
+         \- **other**: "0.035, 0.033, 0.032, 0.031, 0.032, 0.033, 0.037, 0.042, 0.043, 0.043, 0.043, 0.044, 0.045, 0.045, 0.044, 0.046, 0.048, 0.052, 0.053, 0.05, 0.047, 0.045, 0.04, 0.036" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **TV other**: "0.037, 0.018, 0.009, 0.007, 0.011, 0.018, 0.029, 0.040, 0.049, 0.058, 0.065, 0.072, 0.076, 0.086, 0.091, 0.102, 0.127, 0.156, 0.210, 0.294, 0.363, 0.344, 0.208, 0.090" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
+         
+         \- **well pump**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric vehicle charging**: "0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042"
+         
+  .. [#] If WeekdendScheduleFractions not provided (and :ref:`detailedschedules` not used), defaults as:
+         
+         \- **other**: "0.035, 0.033, 0.032, 0.031, 0.032, 0.033, 0.037, 0.042, 0.043, 0.043, 0.043, 0.044, 0.045, 0.045, 0.044, 0.046, 0.048, 0.052, 0.053, 0.05, 0.047, 0.045, 0.04, 0.036" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **TV other**: "0.044, 0.022, 0.012, 0.008, 0.011, 0.014, 0.024, 0.043, 0.071, 0.094, 0.112, 0.123, 0.132, 0.156, 0.178, 0.196, 0.206, 0.213, 0.251, 0.330, 0.388, 0.358, 0.226, 0.103" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
+         
+         \- **well pump**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065" (based on Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric vehicle charging**: "0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042, 0.042"
+         
+  .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), defaults as:
+         
+         \- **other**: "1.248, 1.257, 0.993, 0.989, 0.993, 0.827, 0.821, 0.821, 0.827, 0.99, 0.987, 1.248" (based on Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **TV other**: "1.137, 1.129, 0.961, 0.969, 0.961, 0.993, 0.996, 0.96, 0.993, 0.867, 0.86, 1.137" (based on the `American Time Use Survey <https://www.bls.gov/tus>`_)
+         
+         \- **well pump**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154" (based on Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
+         
+         \- **electric vehicle charging**: "1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0, 1.0"
 
 HPXML Fuel Loads
 ****************
@@ -3538,23 +3877,35 @@ If not entered, the simulation will not include that type of fuel load.
   ========================================  =======  ========  ===========  ========  ========  =============================================================
 
   .. [#] FuelLoadType choices are "grill", "fireplace", or "lighting".
-  .. [#] | If Value not provided, calculated as based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_:
-         | - **grill**: 0.87 / 0.029 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
-         | - **fireplace**: 1.95 / 0.032 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
-         | - **lighting**: 0.22 / 0.012 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
-         | If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+  .. [#] If Value not provided, calculated as based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_:
+         
+         \- **grill**: 0.87 / 0.029 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
+         
+         \- **fireplace**: 1.95 / 0.032 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
+         
+         \- **lighting**: 0.22 / 0.012 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.25 * ConditionedFloorArea / 1920)
+         
+         If NumberofResidents provided, this value will be adjusted using the :ref:`buildingoccupancy`.
+         
   .. [#] FuelType choices are "natural gas", "fuel oil", "fuel oil 1", "fuel oil 2", "fuel oil 4", "fuel oil 5/6", "diesel", "propane", "kerosene", "coal", "coke", "bituminous coal", "anthracite coal", "wood", or "wood pellets".
   .. [#] If FracSensible not provided, defaults to 0.5 for fireplace and 0.0 for all other types.
   .. [#] The remaining fraction (i.e., 1.0 - FracSensible - FracLatent) must be > 0 and is assumed to be heat gain outside conditioned space and thus lost.
   .. [#] If FracLatent not provided, defaults to 0.1 for fireplace and 0.0 for all other types.
-  .. [#] | If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
-         | - **grill**: "0.004, 0.001, 0.001, 0.002, 0.007, 0.012, 0.029, 0.046, 0.044, 0.041, 0.044, 0.046, 0.042, 0.038, 0.049, 0.059, 0.110, 0.161, 0.115, 0.070, 0.044, 0.019, 0.013, 0.007";
-         | - **fireplace**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065";
-         | - **lighting**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065".
-  .. [#] | If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
-         | - **grill**: "1.097, 1.097, 0.991, 0.987, 0.991, 0.890, 0.896, 0.896, 0.890, 1.085, 1.085, 1.097";
-         | - **fireplace**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154";
-         | - **lighting**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154".
+  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
+         
+         \- **grill**: "0.004, 0.001, 0.001, 0.002, 0.007, 0.012, 0.029, 0.046, 0.044, 0.041, 0.044, 0.046, 0.042, 0.038, 0.049, 0.059, 0.110, 0.161, 0.115, 0.070, 0.044, 0.019, 0.013, 0.007";
+         
+         \- **fireplace**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065";
+         
+         \- **lighting**: "0.044, 0.023, 0.019, 0.015, 0.016, 0.018, 0.026, 0.033, 0.033, 0.032, 0.033, 0.033, 0.032, 0.032, 0.032, 0.033, 0.045, 0.057, 0.066, 0.076, 0.081, 0.086, 0.075, 0.065".
+         
+  .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
+         
+         \- **grill**: "1.097, 1.097, 0.991, 0.987, 0.991, 0.890, 0.896, 0.896, 0.890, 1.085, 1.085, 1.097";
+         
+         \- **fireplace**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154";
+         
+         \- **lighting**: "1.154, 1.161, 1.013, 1.010, 1.013, 0.888, 0.883, 0.883, 0.888, 0.978, 0.974, 1.154".
 
 .. _hpxmllocations:
 
@@ -3563,29 +3914,31 @@ HPXML Locations
 
 The various locations used in an HPXML file are defined as follows:
 
-  ==============================  =======================================================  =======================================  =============
-  Value                           Description                                              Temperature                              Building Type
-  ==============================  =======================================================  =======================================  =============
-  outside                         Ambient environment                                      Weather data                             Any
-  ground                                                                                   EnergyPlus calculation                   Any
-  living space                    Above-grade conditioned space maintained at setpoint     EnergyPlus calculation                   Any
-  attic - vented                                                                           EnergyPlus calculation                   Any
-  attic - unvented                                                                         EnergyPlus calculation                   Any
-  basement - conditioned          Below-grade conditioned space maintained at setpoint     EnergyPlus calculation                   Any
-  basement - unconditioned                                                                 EnergyPlus calculation                   Any
-  crawlspace - vented                                                                      EnergyPlus calculation                   Any
-  crawlspace - unvented                                                                    EnergyPlus calculation                   Any
-  crawlspace - conditioned        Below-grade conditioned space maintained at setpoint     EnergyPlus calculation                   Any
-  garage                          Single-family garage (not shared parking)                EnergyPlus calculation                   Any
-  other housing unit              E.g., conditioned adjacent unit or conditioned corridor  Same as living space                     SFA/MF only
-  other heated space              E.g., shared laundry/equipment space                     Avg of living space/outside; min of 68F  SFA/MF only
-  other multifamily buffer space  E.g., enclosed unconditioned stairwell                   Avg of living space/outside; min of 50F  SFA/MF only
-  other non-freezing space        E.g., shared parking garage ceiling                      Floats with outside; minimum of 40F      SFA/MF only
-  other exterior                  Water heater outside                                     Weather data                             Any
-  exterior wall                   Ducts in exterior wall                                   Avg of living space/outside              Any
-  under slab                      Ducts under slab (ground)                                EnergyPlus calculation                   Any
-  roof deck                       Ducts on roof deck (outside)                             Weather data                             Any
-  ==============================  =======================================================  =======================================  =============
+  ==============================  =======================================================  ============================================  =================
+  Value                           Description                                              Temperature                                   Building Type
+  ==============================  =======================================================  ============================================  =================
+  outside                         Ambient environment                                      Weather data                                  Any
+  ground                                                                                   EnergyPlus calculation                        Any
+  conditioned space               Above-grade conditioned space maintained at setpoint     EnergyPlus calculation                        Any
+  attic - vented                                                                           EnergyPlus calculation                        Any
+  attic - unvented                                                                         EnergyPlus calculation                        Any
+  basement - conditioned          Below-grade conditioned space maintained at setpoint     EnergyPlus calculation                        Any
+  basement - unconditioned                                                                 EnergyPlus calculation                        Any
+  crawlspace - vented                                                                      EnergyPlus calculation                        Any
+  crawlspace - unvented                                                                    EnergyPlus calculation                        Any
+  crawlspace - conditioned        Below-grade conditioned space maintained at setpoint     EnergyPlus calculation                        Any
+  garage                          Single-family garage (not shared parking)                EnergyPlus calculation                        Any
+  manufactured home underbelly    Underneath the belly, ambient environment                Weather data                                  Manufactured only
+  manufactured home belly         Within the belly                                         Same as conditioned space                     Manufactured only              
+  other housing unit              E.g., conditioned adjacent unit or conditioned corridor  Same as conditioned space                     SFA/MF only
+  other heated space              E.g., shared laundry/equipment space                     Avg of conditioned space/outside; min of 68F  SFA/MF only
+  other multifamily buffer space  E.g., enclosed unconditioned stairwell                   Avg of conditioned space/outside; min of 50F  SFA/MF only
+  other non-freezing space        E.g., shared parking garage ceiling                      Floats with outside; minimum of 40F           SFA/MF only
+  other exterior                  Water heater outside                                     Weather data                                  Any
+  exterior wall                   Ducts in exterior wall                                   Avg of conditioned space/outside              Any
+  under slab                      Ducts under slab (ground)                                EnergyPlus calculation                        Any
+  roof deck                       Ducts on roof deck (outside)                             Weather data                                  Any
+  ==============================  =======================================================  ============================================  =================
 
 Validating & Debugging Errors
 -----------------------------