urbanopt-cli 0.6.4 → 0.7.0

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

@@ -46,45 +46,40 @@ Input Defaults
 A large number of elements in the HPXML file are optional and can be defaulted.
 Default values, equations, and logic are described throughout this documentation.
 
-Defaults can also be seen in the ``in.xml`` file generated in the run directory, where additional fields are populated for inspection.
-
-For example, suppose a HPXML file has a window defined as follows:
+For example, suppose a HPXML file has a refrigerator defined as follows:
 
 .. code-block:: XML
 
-  <Window>
-    <SystemIdentifier id='Window'/>
-    <Area>108.0</Area>
-    <Azimuth>0</Azimuth>
-    <UFactor>0.33</UFactor>
-    <SHGC>0.45</SHGC>
-    <AttachedToWall idref='Wall'/>
-  </Window>
+  <Refrigerator>
+    <SystemIdentifier id='Refrigerator1'/>
+  </Refrigerator>
 
-In the ``in.xml`` file, the window would have additional elements like so:
+Default values would be used for the refrigerator energy use, location, and schedule:
 
 .. code-block:: XML
 
-  <Window>
-    <SystemIdentifier id='Window'/>
-    <Area>108.0</Area>
-    <Azimuth>0</Azimuth>
-    <UFactor>0.33</UFactor>
-    <SHGC>0.45</SHGC>
-    <InteriorShading>
-      <SystemIdentifier id='WindowInteriorShading'/>
-      <SummerShadingCoefficient dataSource='software'>0.7</SummerShadingCoefficient>
-      <WinterShadingCoefficient dataSource='software'>0.85</WinterShadingCoefficient>
-    </InteriorShading>
-    <FractionOperable dataSource='software'>0.67</FractionOperable>
-    <AttachedToWall idref='Wall'/>
-  </Window>
+  <Refrigerator>
+    <SystemIdentifier id='Refrigerator1'/>
+    <Location dataSource='software'>living space</Location>
+    <RatedAnnualkWh dataSource='software'>691.0</RatedAnnualkWh>
+    <PrimaryIndicator dataSource='software'>true</PrimaryIndicator>
+    <extension>
+      <UsageMultiplier dataSource='software'>1.0</UsageMultiplier>
+      <WeekdayScheduleFractions dataSource='software'>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</WeekdayScheduleFractions>
+      <WeekendScheduleFractions dataSource='software'>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</WeekendScheduleFractions>
+      <MonthlyScheduleMultipliers dataSource='software'>0.837, 0.835, 1.084, 1.084, 1.084, 1.096, 1.096, 1.096, 1.096, 0.931, 0.925, 0.837</MonthlyScheduleMultipliers>
+    </extension>
+  </Refrigerator>
 
-.. note::
+These defaults will be reflected in the EnergyPlus simulation results.
+
+ .. note::
 
-  The OpenStudio-HPXML workflow generally treats missing elements differently than missing values.
-  For example, if there is a ``Window`` with no ``Overhangs`` element defined, the window will be interpreted as having no overhangs and modeled this way.
-  On the other hand, if there is a ``Window`` with no ``FractionOperable`` value defined, it is assumed that the operable property of the window is unknown and will be defaulted in the model according to :ref:`windowinputs`.
+  The OpenStudio-HPXML workflow generally treats missing *elements* differently than missing *values*.
+  For example, if there is no ``Refrigerator`` element defined, the model will proceed without refrigerator energy use.
+  On the other hand, if there is a ``Refrigerator`` element but with no values defined (i.e., no ``Location`` or ``RatedAnnualkWh``), it is assumed that a refrigerator exists but its properties are unknown, so they will be defaulted in the model.
+
+See :ref:`hpxml_defaults` for information on how default values can be inspected.
 
 HPXML Software Info
 -------------------
@@ -137,6 +132,74 @@ HVAC equipment sizing controls are entered in ``/HPXML/SoftwareInfo/extension/HV
   .. [#] 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.
   .. [#] If UseMaxLoadForHeatPumps is true, autosized heat pumps are sized based on the maximum of heating/cooling design loads; otherwise sized per ACCA Manual J/S based on cooling design loads with some oversizing allowances for heating design loads.
 
+HPXML Schedules
+***************
+
+Schedules for a variety of building features can be 1) specified via simple inputs, 2) specified via detailed inputs, or 3) defaulted.
+
+Simple Schedule Inputs
+~~~~~~~~~~~~~~~~~~~~~~
+
+Simple schedule inputs are available as weekday/weekend fractions and monthly multipliers.
+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 smooth schedules, or they can reflect real-world or stochastic occupancy.
+Note that if detailed schedule inputs are used, they must be used for *all* building features; you cannot use detailed schedules for some features and simple/default schedules for other features.
+
+Detailed schedule inputs are provided via a CSV file that should be referenced in the HPXML file at ``/HPXML/SoftwareInfo/extension/SchedulesFilePath``.
+Each column must be normalized to MAX=1; that is, the schedules only define *when* energy is used, not *how much* energy is used.
+The columns in the schedule CSV are:
+
+  =============================  ========  ========================================================  ===================
+  Column Name                    Required  Description                                               Affected by Vacancy
+  =============================  ========  ========================================================  ===================
+  ``occupants``                  Yes       Occupant heat gain schedule.                              Yes
+  ``lighting_interior``          Yes       Interior lighting energy use schedule.                    Yes
+  ``lighting_exterior``          Yes       Exterior lighting energy use schedule.                    Yes
+  ``lighting_garage``            Yes       Garage lighting energy use schedule.                      Yes
+  ``lighting_exterior_holiday``  Yes       Exterior holiday lighting energy use schedule.            Yes
+  ``cooking_range``              Yes       Cooking range & oven energy use schedule.                 Yes
+  ``refrigerator``               Yes       Primary refrigerator energy use schedule.                 No
+  ``extra_refrigerator``         Yes       Non-primary refrigerator energy use schedule.             No
+  ``freezer``                    Yes       Freezer energy use schedule.                              No
+  ``dishwasher``                 Yes       Dishwasher energy use schedule.                           Yes
+  ``clothes_washer``             Yes       Clothes washer energy use schedule.                       Yes
+  ``clothes_dryer``              Yes       Clothes dryer energy use schedule.                        Yes
+  ``ceiling_fan``                Yes       Ceiling fan energy use schedule.                          Yes
+  ``plug_loads_other``           Yes       Other plug load energy use schedule.                      Yes
+  ``plug_loads_tv``              Yes       Television plug load energy use schedule.                 Yes
+  ``plug_loads_vehicle``         Yes       Electric vehicle plug load energy use schedule.           Yes
+  ``plug_loads_well_pump``       Yes       Well pump plug load energy use schedule.                  Yes
+  ``fuel_loads_grill``           Yes       Grill fuel load energy use schedule.                      Yes
+  ``fuel_loads_lighting``        Yes       Lighting fuel load energy use schedule.                   Yes
+  ``fuel_loads_fireplace``       Yes       Fireplace fuel load energy use schedule.                  Yes
+  ``pool_pump``                  Yes       Pool pump energy use schedule.                            No
+  ``pool_heater``                Yes       Pool heater energy use schedule.                          No
+  ``hot_tub_pump``               Yes       Hot tub pump energy use schedule.                         No
+  ``hot_tub_heater``             Yes       Hot tub heater energy use schedule.                       No
+  ``hot_water_dishwasher``       Yes       Dishwasher hot water use schedule.                        Yes
+  ``hot_water_clothes_washer``   Yes       Clothes washer hot water use schedule.                    Yes
+  ``hot_water_fixtures``         Yes       Fixtures (sinks, showers, baths) hot water use schedule.  Yes
+  ``vacancy``                    No        1=Home is vacant. Automatically overrides other columns.  N/A
+  =============================  ========  ========================================================  ===================
+
+A couple schedule CSV file examples are provided in the ``HPXMLtoOpenStudio/resources/schedule_files`` directory.
+
+A detailed stochastic or smooth schedule CSV file can also be automatically generated for you; see the :ref:`usage_instructions` for the commands.
+
+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`).
+
 HPXML Building Summary
 ----------------------
 
@@ -160,29 +223,40 @@ Building site information is entered in ``/HPXML/Building/BuildingDetails/Buildi
 
 For each neighboring building defined, additional information is entered in a ``extension/Neighbors/NeighborBuilding``.
 
-  ============  ========  =======  ===========  ========  ========  =============================================
-  Element       Type      Units    Constraints  Required  Default   Notes
-  ============  ========  =======  ===========  ========  ========  =============================================
-  ``Azimuth``   integer   deg      0 - 359      Yes                 Direction of neighbors (clockwise from North)
-  ``Distance``  double    ft       > 0          Yes                 Distance of neighbor from the dwelling unit
-  ``Height``    double    ft       > 0          No        See [#]_  Height of neighbor
-  ============  ========  =======  ===========  ========  ========  =============================================
+  ==============================  =================  ================  ===================  ========  ========  =============================================
+  Element                         Type               Units             Constraints          Required  Default   Notes
+  ==============================  =================  ================  ===================  ========  ========  =============================================
+  ``Azimuth`` or ``Orientation``  integer or string  deg or direction  0 - 359 or See [#]_  Yes                 Direction of neighbors (clockwise from North)
+  ``Distance``                    double             ft                > 0                  Yes                 Distance of neighbor from the dwelling unit
+  ``Height``                      double             ft                > 0                  No        See [#]_  Height of neighbor
+  ==============================  =================  ================  ===================  ========  ========  =============================================
   
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] If Height not provided, assumed to be same height as the dwelling unit.
 
+.. _buildingoccupancy:
+
 HPXML Building Occupancy
 ************************
 
 Building occupancy is entered in ``/HPXML/Building/BuildingDetails/BuildingSummary/BuildingOccupancy``.
 
-  =====================  ========  =====  ===========  ========  ====================  ========================
-  Element                Type      Units  Constraints  Required  Default               Notes
-  =====================  ========  =====  ===========  ========  ====================  ========================
-  ``NumberofResidents``  integer          >= 0         No        <number of bedrooms>  Number of occupants [#]_
-  =====================  ========  =====  ===========  ========  ====================  ========================
+  ========================================  ========  =====  ===========  ========  ====================  ========================
+  Element                                   Type      Units  Constraints  Required  Default               Notes
+  ========================================  ========  =====  ===========  ========  ====================  ========================
+  ``NumberofResidents``                     integer          >= 0         No        <number of bedrooms>  Number of occupants
+  ``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
+  ========================================  ========  =====  ===========  ========  ====================  ========================
+
+  .. [#] 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".
+
+.. note::
 
-  .. [#] NumberofResidents is only used for occupant heat gain.
-         Most occupancy assumptions (e.g., usage of plug loads, appliances, hot water, etc.) are driven by the number of bedrooms, not number of occupants.
+  The above inputs are only used to define heat gain from occupants.
+  Usages of plug loads, appliances, hot water, etc. are driven by number of bedrooms, not number of occupants.
 
 HPXML Building Construction
 ***************************
@@ -193,21 +267,19 @@ Building construction is entered in ``/HPXML/Building/BuildingDetails/BuildingSu
   Element                                                    Type      Units      Constraints                        Required  Default   Notes
   =========================================================  ========  =========  =================================  ========  ========  =======================================================================
   ``ResidentialFacilityType``                                string               See [#]_                           Yes                 Type of dwelling unit
-  ``NumberofConditionedFloors``                              double               > 0                                Yes                 Number of conditioned floors (including a basement)
+  ``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 [#]_
+  ``NumberofBedrooms``                                       integer              > 0                                Yes                 Number of bedrooms
   ``NumberofBathrooms``                                      integer              > 0                                No        See [#]_  Number of bathrooms
-  ``ConditionedFloorArea``                                   double    ft2        > 0                                Yes                 Floor area within conditioned space boundary
-  ``ConditionedBuildingVolume`` or ``AverageCeilingHeight``  double    ft3 or ft  > 0                                No        See [#]_  Volume/ceiling height within conditioned space boundary
+  ``ConditionedFloorArea``                                   double    ft2        > 0                                Yes                 Floor area within conditioned space boundary (excluding conditioned crawlspace floor area)
+  ``ConditionedBuildingVolume`` or ``AverageCeilingHeight``  double    ft3 or ft  > 0                                No        See [#]_  Volume/ceiling height within conditioned space boundary (including a conditioned basement/crawlspace)
   ``extension/HasFlueOrChimney``                             boolean                                                 No        See [#]_  Presence of flue or chimney for infiltration model
   =========================================================  ========  =========  =================================  ========  ========  =======================================================================
 
   .. [#] ResidentialFacilityType choices are "single-family detached", "single-family attached", "apartment unit", or "manufactured home".
-  .. [#] NumberofBedrooms must also be <= (ConditionedFloorArea-120)/70.
-  .. [#] NumberofBedrooms is currently used to determine usage of plug loads, appliances, hot water, etc.
   .. [#] 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 8.0.
-         If needed, additional defaulting is performed using the following relationship: ConditionedBuildingVolume = ConditionedFloorArea * AverageCeilingHeight.
+  .. [#] 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.
   .. [#] If HasFlueOrChimney not provided, assumed to be true if any of the following conditions are met: 
          
          - heating system is non-electric Furnace, Boiler, WallFurnace, FloorFurnace, Stove, PortableHeater, or FixedHeater and AFUE/Percent is less than 0.89,
@@ -248,8 +320,8 @@ For example, a foundation wall between the unit's vented crawlspace and the neig
   It is the software tool's responsibility to provide the appropriate building surfaces. 
   While some error-checking is in place, it is not possible to know whether some surfaces are incorrectly missing.
 
-Also note that wall and roof surfaces do not require an azimuth to be specified. 
-Rather, only the windows/skylights themselves require an azimuth. 
+Also note that wall and roof surfaces do not require an azimuth/orientation to be specified. 
+Rather, only the windows/skylights themselves require an azimuth/orientation. 
 Thus, software tools can choose to use a single wall (or roof) surface to represent multiple wall (or roof) surfaces for the entire building if all their other properties (construction type, interior/exterior adjacency, etc.) are identical.
 
 HPXML Air Infiltration
@@ -308,36 +380,45 @@ Each pitched or flat roof surface that is exposed to ambient conditions is enter
 
 For a multifamily building where the dwelling unit has another dwelling unit above it, the surface between the two dwelling units should be considered a ``FrameFloor`` and not a ``Roof``.
 
-  ======================================  ================  ============  =================  =========  ==============================  ==================================
-  Element                                 Type              Units         Constraints        Required   Default                         Notes
-  ======================================  ================  ============  =================  =========  ==============================  ==================================
-  ``SystemIdentifier``                    id                                                 Yes                                        Unique identifier
-  ``InteriorAdjacentTo``                  string                          See [#]_           Yes                                        Interior adjacent space type
-  ``Area``                                double            ft2           > 0                Yes                                        Gross area (including skylights)
-  ``Azimuth``                             integer           deg           0 - 359            No         See [#]_                        Azimuth (clockwise from North)
-  ``RoofType``                            string                          See [#]_           No         asphalt or fiberglass shingles  Roof type
-  ``SolarAbsorptance`` or ``RoofColor``   double or string                0 - 1 or See [#]_  Yes        See [#]_                        Solar absorptance or color
-  ``Emittance``                           double                          0 - 1              No         0.90                            Emittance
-  ``Pitch``                               integer           ?:12          >= 0               Yes                                        Pitch
-  ``RadiantBarrier``                      boolean                                            No         false                           Presence of radiant barrier
-  ``RadiantBarrierGrade``                 integer                         1 - 3              See [#]_                                   Radiant barrier installation grade
-  ``Insulation/SystemIdentifier``         id                                                 Yes                                        Unique identifier
-  ``Insulation/AssemblyEffectiveRValue``  double            F-ft2-hr/Btu  > 0                Yes                                        Assembly R-value [#]_
-  ======================================  ================  ============  =================  =========  ==============================  ==================================
+  ======================================  =================  ================  =====================  =========  ==============================  ==================================
+  Element                                 Type               Units             Constraints            Required   Default                         Notes
+  ======================================  =================  ================  =====================  =========  ==============================  ==================================
+  ``SystemIdentifier``                    id                                                          Yes                                        Unique identifier
+  ``InteriorAdjacentTo``                  string                               See [#]_               Yes                                        Interior adjacent space type
+  ``Area``                                double             ft2               > 0                    Yes                                        Gross area (including skylights)
+  ``Azimuth`` or ``Orientation``          integer or string  deg or direction  0 - 359 or See [#]_    No         See [#]_                        Direction (clockwise from North)
+  ``RoofType``                            string                               See [#]_               No         asphalt or fiberglass shingles  Roof type
+  ``RoofColor`` or ``SolarAbsorptance``   string or double                     See [#]_ or 0 - 1      No         medium                          Roof color or solar absorptance [#]_
+  ``Emittance``                           double                               0 - 1                  No         0.90                            Emittance
+  ``InteriorFinish/Type``                 string                               See [#]_               No         See [#]_                        Interior finish material
+  ``InteriorFinish/Thickness``            double             in                >= 0                   No         0.5                             Interior finish thickness
+  ``Pitch``                               integer            ?:12              >= 0                   Yes                                        Pitch
+  ``RadiantBarrier``                      boolean                                                     No         false                           Presence of radiant barrier
+  ``RadiantBarrierGrade``                 integer                              1 - 3                  No         1                               Radiant barrier installation grade
+  ``Insulation/SystemIdentifier``         id                                                          Yes                                        Unique identifier
+  ``Insulation/AssemblyEffectiveRValue``  double             F-ft2-hr/Btu      > 0                    Yes                                        Assembly R-value [#]_
+  ======================================  =================  ================  =====================  =========  ==============================  ==================================
 
   .. [#] InteriorAdjacentTo choices are "attic - vented", "attic - unvented", "living space", or "garage".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] If Azimuth not provided, modeled as four surfaces of equal area facing every direction.
-  .. [#] RoofType choices are "asphalt or fiberglass shingles", "wood shingles or shakes", "slate or tile shingles", or "metal surfacing".
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] If neither Azimuth nor Orientation provided, modeled as four surfaces of equal area facing every direction.
+  .. [#] 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 RoofColor/RoofType:
+  .. [#] 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
 
-  .. [#] RadiantBarrierGrade only required if RadiantBarrier is provided.
+  .. [#] 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".
   .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
 
 HPXML Rim Joists
@@ -345,27 +426,28 @@ HPXML Rim Joists
 
 Each rim joist surface (i.e., the perimeter of floor joists typically found between stories of a building or on top of a foundation wall) is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/RimJoists/RimJoist``.
 
-  ======================================  ================  ============  =================  ========  ===========  ==============================
-  Element                                 Type              Units         Constraints        Required  Default      Notes
-  ======================================  ================  ============  =================  ========  ===========  ==============================
-  ``SystemIdentifier``                    id                                                 Yes                    Unique identifier
-  ``ExteriorAdjacentTo``                  string                          See [#]_           Yes                    Exterior adjacent space type
-  ``InteriorAdjacentTo``                  string                          See [#]_           Yes                    Interior adjacent space type
-  ``Area``                                double            ft2           > 0                Yes                    Gross area
-  ``Azimuth``                             integer           deg           0 - 359            No        See [#]_     Azimuth (clockwise from North)
-  ``Siding``                              string                          See [#]_           No        wood siding  Siding material
-  ``SolarAbsorptance`` or ``Color``       double or string                0 - 1 or See [#]_  Yes       See [#]_     Solar absorptance or color
-  ``Emittance``                           double                          0 - 1              No        0.90         Emittance
-  ``Insulation/SystemIdentifier``         id                                                 Yes                    Unique identifier
-  ``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", "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
+  ``ExteriorAdjacentTo``                  string                               See [#]_               Yes                    Exterior adjacent space type
+  ``InteriorAdjacentTo``                  string                               See [#]_               Yes                    Interior adjacent space type
+  ``Area``                                double             ft2               > 0                    Yes                    Gross area
+  ``Azimuth`` or ``Orientation``          integer or string  deg or direction  0 - 359 or See [#]_    No        See [#]_     Direction (clockwise from North)
+  ``Siding``                              string                               See [#]_               No        wood siding  Siding material
+  ``Color`` or ``SolarAbsorptance``       string or double                     See [#]_ or 0 - 1      No        medium       Color or solar absorptance [#]_
+  ``Emittance``                           double                               0 - 1                  No        0.90         Emittance
+  ``Insulation/SystemIdentifier``         id                                                          Yes                    Unique identifier
+  ``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".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", or "garage".
+  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] If Azimuth not provided, modeled as four surfaces of equal area facing every direction.
-  .. [#] Siding choices are "wood siding", "vinyl siding", "stucco", "fiber cement siding", "brick veneer", or "aluminum siding".
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] If neither Azimuth nor Orientation provided, modeled as four surfaces of equal area facing every direction.
+  .. [#] 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:
 
@@ -382,29 +464,32 @@ HPXML Walls
 
 Each wall that has no contact with the ground and bounds a space type is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Walls/Wall``.
 
-  ======================================  ================  ============  =================  =============  ===========  ====================================
-  Element                                 Type              Units         Constraints        Required       Default      Notes
-  ======================================  ================  ============  =================  =============  ===========  ====================================
-  ``SystemIdentifier``                    id                                                 Yes                         Unique identifier
-  ``ExteriorAdjacentTo``                  string                          See [#]_           Yes                         Exterior adjacent space type
-  ``InteriorAdjacentTo``                  string                          See [#]_           Yes                         Interior adjacent space type
-  ``WallType``                            element                         1 [#]_             Yes                         Wall type (for thermal mass)
-  ``Area``                                double            ft2           > 0                Yes                         Gross area (including doors/windows)
-  ``Azimuth``                             integer           deg           0 - 359            No             See [#]_     Azimuth (clockwise from North)
-  ``Siding``                              string                          See [#]_           No             wood siding  Siding material
-  ``SolarAbsorptance`` or ``Color``       double or string                0 - 1 or See [#]_  Yes            See [#]_     Solar absorptance or color
-  ``Emittance``                           double                          0 - 1              No             0.90         Emittance
-  ``Insulation/SystemIdentifier``         id                                                 Yes                         Unique identifier
-  ``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", "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
+  ``ExteriorAdjacentTo``                  string                               See [#]_               Yes                         Exterior adjacent space type
+  ``InteriorAdjacentTo``                  string                               See [#]_               Yes                         Interior adjacent space type
+  ``WallType``                            element                              1 [#]_                 Yes                         Wall type (for thermal mass)
+  ``Area``                                double             ft2               > 0                    Yes                         Gross area (including doors/windows)
+  ``Azimuth`` or ``Orientation``          integer or string  deg or direction  0 - 359 or See [#]_    No             See [#]_     Direction (clockwise from North)
+  ``Siding``                              string                               See [#]_               No             wood siding  Siding material
+  ``Color`` or ``SolarAbsorptance``       string or double                     See [#]_ or 0 - 1      No             medium       Color or solar absorptance [#]_
+  ``Emittance``                           double                               0 - 1                  No             0.90         Emittance
+  ``InteriorFinish/Type``                 string                               See [#]_               No             See [#]_     Interior finish material
+  ``InteriorFinish/Thickness``            double             in                >= 0                   No             0.5          Interior finish thickness
+  ``Insulation/SystemIdentifier``         id                                                          Yes                         Unique identifier
+  ``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".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", or "garage".
+  .. [#] InteriorAdjacentTo choices are "living 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``, ``StructurallyInsulatedPanel``, ``InsulatedConcreteForms``, ``SteelFrame``, ``SolidConcrete``, ``StructuralBrick``, ``StrawBale``, ``Stone``, ``LogWall``, or ``Adobe``.
-  .. [#] If Azimuth not provided, modeled as four surfaces of equal area facing every direction.
-  .. [#] Siding choices are "wood siding", "vinyl siding", "stucco", "fiber cement siding", "brick veneer", or "aluminum siding".
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] If neither Azimuth nor Orientation provided, modeled as four surfaces of equal area facing every direction.
+  .. [#] 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:
 
@@ -414,6 +499,8 @@ Each wall that has no contact with the ground and bounds a space type is entered
          - **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".
   .. [#] AssemblyEffectiveRValue includes all material layers, interior/exterior air films, and insulation installation grade.
 
 HPXML Foundation Walls
@@ -423,33 +510,40 @@ Each wall that is in contact with the ground should be specified as an ``/HPXML/
 
 Other walls (e.g., wood framed walls) that are connected to a below-grade space but have no contact with the ground should be specified as a ``Wall`` and not a ``FoundationWall``.
 
-  ==============================================================  ========  ============  ===========  =========  ========  ====================================
-  Element                                                         Type      Units         Constraints  Required   Default   Notes
-  ==============================================================  ========  ============  ===========  =========  ========  ====================================
-  ``SystemIdentifier``                                            id                                   Yes                  Unique identifier
-  ``ExteriorAdjacentTo``                                          string                  See [#]_     Yes                  Exterior adjacent space type [#]_
-  ``InteriorAdjacentTo``                                          string                  See [#]_     Yes                  Interior adjacent space type
-  ``Height``                                                      double    ft            > 0          Yes                  Total height
-  ``Area``                                                        double    ft2           > 0          Yes                  Gross area (including doors/windows)
-  ``Azimuth``                                                     integer   deg           0 - 359      No         See [#]_  Azimuth (clockwise from North)
-  ``Thickness``                                                   double    inches        > 0          No         8.0       Thickness excluding interior framing
-  ``DepthBelowGrade``                                             double    ft            0 - Height   Yes                  Depth below grade [#]_
-  ``Insulation/SystemIdentifier``                                 id                                   Yes                  Unique identifier
-  ``Insulation/Layer[InstallationType="continuous - interior"]``  element                 0 - 1        See [#]_             Interior insulation layer
-  ``Insulation/Layer[InstallationType="continuous - exterior"]``  element                 0 - 1        See [#]_             Exterior insulation layer
-  ``Insulation/AssemblyEffectiveRValue``                          double    F-ft2-hr/Btu  > 0          See [#]_             Assembly R-value [#]_
-  ==============================================================  ========  ============  ===========  =========  ========  ====================================
-
-  .. [#] ExteriorAdjacentTo choices are "ground", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "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
+  ``ExteriorAdjacentTo``                                          string                               See [#]_             Yes                        Exterior adjacent space type [#]_
+  ``InteriorAdjacentTo``                                          string                               See [#]_             Yes                        Interior adjacent space type
+  ``Type``                                                        string                               See [#]_             No         solid concrete  Type of material
+  ``Height``                                                      double             ft                > 0                  Yes                        Total height
+  ``Area`` or ``Length``                                          double             ft2 or ft         > 0                  Yes                        Gross area (including doors/windows) or length
+  ``Azimuth`` or ``Orientation``                                  integer or string  deg or direction  0 - 359 or See [#]_  No         See [#]_        Direction (clockwise from North)
+  ``Thickness``                                                   double             inches            > 0                  No         8.0             Thickness excluding interior framing
+  ``DepthBelowGrade``                                             double             ft                0 - Height           Yes                        Depth below grade [#]_
+  ``InteriorFinish/Type``                                         string                               See [#]_             No         See [#]_        Interior finish material
+  ``InteriorFinish/Thickness``                                    double             in                >= 0                 No         0.5             Interior finish thickness
+  ``Insulation/SystemIdentifier``                                 id                                                        Yes                        Unique identifier
+  ``Insulation/Layer[InstallationType="continuous - interior"]``  element                              0 - 1                See [#]_                   Interior insulation layer
+  ``Insulation/Layer[InstallationType="continuous - exterior"]``  element                              0 - 1                See [#]_                   Exterior insulation layer
+  ``Insulation/AssemblyEffectiveRValue``                          double             F-ft2-hr/Btu      > 0                  See [#]_                   Assembly R-value [#]_
+  ==============================================================  =================  ================  ===================  =========  ==============  ====================================
+
+  .. [#] ExteriorAdjacentTo choices are "ground", "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 "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", or "garage".
+  .. [#] InteriorAdjacentTo choices are "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] Interior foundation walls (e.g., between basement and crawlspace) should **not** use "ground" even if the foundation wall has some contact with the ground due to the difference in below-grade depths of the two adjacent spaces.
-  .. [#] If Azimuth not provided, modeled as four surfaces of equal area facing every direction.
+  .. [#] Type choices are "solid concrete", "concrete block", "concrete block foam core", "concrete block vermiculite core", "concrete block perlite core", "concrete block solid core", "double brick", or "wood".
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] If neither Azimuth nor Orientation provided, modeled as four surfaces of equal area facing every direction.
   .. [#] For exterior foundation walls, depth below grade is relative to the ground plane.
          For interior foundation walls, depth below grade is the vertical span of foundation wall in contact with the ground.
          For example, an interior foundation wall between an 8 ft conditioned basement and a 3 ft crawlspace has a height of 8 ft and a depth below grade of 5 ft.
          Alternatively, an interior foundation wall between an 8 ft conditioned basement and an 8 ft unconditioned basement has a height of 8 ft and a depth below grade of 0 ft.
+  .. [#] InteriorFinish/Type choices are "gypsum board", "gypsum composite board", "plaster", "wood", "other", or "none".
+  .. [#] InteriorFinish/Type defaults to "gypsum board" if InteriorAdjacentTo is basement - conditioned, otherwise "none".
   .. [#] Layer[InstallationType="continuous - interior"] only required if AssemblyEffectiveRValue is not provided.
   .. [#] Layer[InstallationType="continuous - exterior"] only required if AssemblyEffectiveRValue is not provided.
   .. [#] AssemblyEffectiveRValue only required if Layer elements are not provided.
@@ -458,34 +552,40 @@ Other walls (e.g., wood framed walls) that are connected to a below-grade space
 
 If insulation layers are provided, additional information is entered in each ``FoundationWall/Insulation/Layer``.
 
-  ==========================================  ========  ============  ==================================  ========  =======  =====================================================================
-  Element                                     Type      Units         Constraints                         Required  Default  Notes
-  ==========================================  ========  ============  ==================================  ========  =======  =====================================================================
-  ``NominalRValue``                           double    F-ft2-hr/Btu  >= 0                                Yes                R-value of the foundation wall insulation; use zero if no insulation
-  ``extension/DistanceToTopOfInsulation``     double    ft            >= 0                                Yes                Vertical distance from top of foundation wall to top of insulation
-  ``extension/DistanceToBottomOfInsulation``  double    ft            DistanceToTopOfInsulation - Height  Yes                Vertical distance from top of foundation wall to bottom of insulation
-  ==========================================  ========  ============  ==================================  ========  =======  =====================================================================
+  ==========================================  ========  ============  ===========  ========  =======  =====================================================================
+  Element                                     Type      Units         Constraints  Required  Default  Notes
+  ==========================================  ========  ============  ===========  ========  =======  =====================================================================
+  ``NominalRValue``                           double    F-ft2-hr/Btu  >= 0         Yes                R-value of the foundation wall insulation; use zero if no insulation
+  ``DistanceToTopOfInsulation``               double    ft            >= 0         No        0        Vertical distance from top of foundation wall to top of insulation
+  ``DistanceToBottomOfInsulation``            double    ft            See [#]_     No        Height   Vertical distance from top of foundation wall to bottom of insulation
+  ==========================================  ========  ============  ===========  ========  =======  =====================================================================
+
+  .. [#] When NominalRValue is non-zero, DistanceToBottomOfInsulation must be greater than DistanceToTopOfInsulation and less than or equal to FoundationWall/Height.
 
 HPXML Frame Floors
 ******************
 
-Each horizontal floor/ceiling surface that is not in contact with the ground (Slab) nor adjacent to ambient conditions above (Roof) is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/FrameFloors/FrameFloor``.
-
-  ======================================  ========  ============  ===========  ========  =======  ============================
-  Element                                 Type      Units         Constraints  Required  Default  Notes
-  ======================================  ========  ============  ===========  ========  =======  ============================
-  ``SystemIdentifier``                    id                                   Yes                Unique identifier
-  ``ExteriorAdjacentTo``                  string                  See [#]_     Yes                Exterior adjacent space type
-  ``InteriorAdjacentTo``                  string                  See [#]_     Yes                Interior adjacent space type
-  ``Area``                                double    ft2           > 0          Yes                Gross area
-  ``Insulation/SystemIdentifier``         id                                   Yes                Unique identifier
-  ``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", "garage", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+Each floor/ceiling surface that is not in contact with the ground (Slab) nor adjacent to ambient conditions above (Roof) is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/FrameFloors/FrameFloor``.
+
+  ======================================  ========  ============  ===========  ========  ========  ============================
+  Element                                 Type      Units         Constraints  Required  Default   Notes
+  ======================================  ========  ============  ===========  ========  ========  ============================
+  ``SystemIdentifier``                    id                                   Yes                 Unique identifier
+  ``ExteriorAdjacentTo``                  string                  See [#]_     Yes                 Exterior adjacent space type
+  ``InteriorAdjacentTo``                  string                  See [#]_     Yes                 Interior adjacent space type
+  ``Area``                                double    ft2           > 0          Yes                 Gross area
+  ``InteriorFinish/Type``                 string                  See [#]_     No        See [#]_  Interior finish material
+  ``InteriorFinish/Thickness``            double    in            >= 0         No        0.5       Interior finish thickness
+  ``Insulation/SystemIdentifier``         id                                   Yes                 Unique identifier
+  ``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".
          See :ref:`hpxmllocations` for descriptions.
-  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", or "garage".
+  .. [#] InteriorAdjacentTo choices are "living space", "attic - vented", "attic - unvented", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", or "garage".
          See :ref:`hpxmllocations` for descriptions.
+  .. [#] 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.
 
 For frame floors adjacent to "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space", additional information is entered in ``FrameFloor``.
@@ -503,36 +603,36 @@ HPXML Slabs
 
 Each space type that borders the ground (i.e., basements, crawlspaces, garages, and slab-on-grade foundations) should have a slab entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Slabs/Slab``.
 
-  ===========================================  ========  ============  ===========  =========  ========  ====================================================
-  Element                                      Type      Units         Constraints  Required   Default   Notes
-  ===========================================  ========  ============  ===========  =========  ========  ====================================================
-  ``SystemIdentifier``                         id                                   Yes                  Unique identifier
-  ``InteriorAdjacentTo``                       string                  See [#]_     Yes                  Interior adjacent space type
-  ``Area``                                     double    ft2           > 0          Yes                  Gross area
-  ``Thickness``                                double    inches        >= 0         No         See [#]_  Thickness [#]_
-  ``ExposedPerimeter``                         double    ft            >= 0         Yes                  Perimeter exposed to ambient conditions [#]_
-  ``PerimeterInsulationDepth``                 double    ft            >= 0         Yes                  Depth from grade to bottom of vertical insulation
-  ``UnderSlabInsulationWidth``                 double    ft            >= 0         See [#]_             Width from slab edge inward of horizontal insulation
-  ``UnderSlabInsulationSpansEntireSlab``       boolean                              See [#]_             Whether horizontal insulation spans entire slab
-  ``DepthBelowGrade``                          double    ft            >= 0         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
-  ``UnderSlabInsulation/SystemIdentifier``     id                                   Yes                  Unique identifier
-  ``UnderSlabInsulation/Layer/NominalRValue``  double    F-ft2-hr/Btu  >= 0         Yes                  R-value of horizontal insulation
-  ``extension/CarpetFraction``                 double    frac          0 - 1        No         See [#]_  Fraction of slab covered by carpet
-  ``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", or "garage".
+  =======================================================  ========  ============  ===========  =========  ========  ====================================================
+  Element                                                  Type      Units         Constraints  Required   Default   Notes
+  =======================================================  ========  ============  ===========  =========  ========  ====================================================
+  ``SystemIdentifier``                                     id                                   Yes                  Unique identifier
+  ``InteriorAdjacentTo``                                   string                  See [#]_     Yes                  Interior adjacent space type
+  ``Area``                                                 double    ft2           > 0          Yes                  Gross area
+  ``Thickness``                                            double    inches        >= 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
+  ``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 grade to bottom of vertical insulation
+  ``UnderSlabInsulation/SystemIdentifier``                 id                                   Yes                  Unique identifier
+  ``UnderSlabInsulation/Layer/NominalRValue``              double    F-ft2-hr/Btu  >= 0         Yes                  R-value of horizontal insulation
+  ``UnderSlabInsulation/Layer/InsulationWidth``            double    ft            >= 0         See [#]_             Width from slab edge inward of horizontal insulation
+  ``UnderSlabInsulation/Layer/InsulationSpansEntireSlab``  boolean                              See [#]_             Whether horizontal insulation spans entire slab
+  ``extension/CarpetFraction``                             double    frac          0 - 1        No         See [#]_  Fraction of slab covered by carpet
+  ``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".
          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.
-  .. [#] UnderSlabInsulationWidth only required if UnderSlabInsulationSpansEntireSlab=true is not provided.
-  .. [#] UnderSlabInsulationSpansEntireSlab=true only required if UnderSlabInsulationWidth is not provided.
   .. [#] 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.
+  .. [#] 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.
   .. [#] If CarpetRValue not provided, defaults to 2.0 when adjacent to conditioned space, otherwise 0.0.
   
@@ -543,23 +643,25 @@ HPXML Windows
 
 Each window or glass door area is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Windows/Window``.
 
-  ============================================  ========  ============  ===========  ========  =========  =============================================================
-  Element                                       Type      Units         Constraints  Required  Default    Notes
-  ============================================  ========  ============  ===========  ========  =========  =============================================================
-  ``SystemIdentifier``                          id                                   Yes                  Unique identifier
-  ``Area``                                      double    ft2           > 0          Yes                  Total area
-  ``Azimuth``                                   integer   deg           0 - 359      Yes                  Azimuth (clockwise from North)
-  ``UFactor``                                   double    Btu/F-ft2-hr  > 0          Yes                  Full-assembly NFRC U-factor
-  ``SHGC``                                      double                  0 - 1        Yes                  Full-assembly NFRC solar heat gain coefficient
-  ``ExteriorShading/SummerShadingCoefficient``  double    frac          0 - 1        No        1.00       Exterior summer shading coefficient (1=transparent, 0=opaque)
-  ``ExteriorShading/WinterShadingCoefficient``  double    frac          0 - 1        No        1.00       Exterior winter shading coefficient (1=transparent, 0=opaque)
-  ``InteriorShading/SummerShadingCoefficient``  double    frac          0 - 1        No        0.70 [#]_  Interior summer shading coefficient (1=transparent, 0=opaque)
-  ``InteriorShading/WinterShadingCoefficient``  double    frac          0 - 1        No        0.85 [#]_  Interior winter shading coefficient (1=transparent, 0=opaque)
-  ``Overhangs``                                 element                 0 - 1        No        <none>     Presence of overhangs (including roof eaves)
-  ``FractionOperable``                          double    frac          0 - 1        No        0.67       Operable fraction [#]_
-  ``AttachedToWall``                            idref                   See [#]_     Yes                  ID of attached wall
-  ============================================  ========  ============  ===========  ========  =========  =============================================================
-
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+  Element                                       Type               Units             Constraints          Required  Default    Notes
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+  ``SystemIdentifier``                          id                                                        Yes                  Unique identifier
+  ``Area``                                      double             ft2               > 0                  Yes                  Total area
+  ``Azimuth`` or ``Orientation``                integer or string  deg or direction  0 - 359 or See [#]_  Yes                  Direction (clockwise from North)
+  ``UFactor`` and/or ``GlassLayers``            double or string   Btu/F-ft2-hr      > 0 or See [#]_      Yes                  Full-assembly NFRC U-factor (including any storm window) or glass layers description
+  ``SHGC`` and/or ``GlassLayers``               double or string                     0 - 1                Yes                  Full-assembly NFRC solar heat gain coefficient (including any storm window) or glass layers description
+  ``ExteriorShading/SummerShadingCoefficient``  double             frac              0 - 1                No        1.00       Exterior summer shading coefficient (1=transparent, 0=opaque)
+  ``ExteriorShading/WinterShadingCoefficient``  double             frac              0 - 1                No        1.00       Exterior winter shading coefficient (1=transparent, 0=opaque)
+  ``InteriorShading/SummerShadingCoefficient``  double             frac              0 - 1                No        0.70 [#]_  Interior summer shading coefficient (1=transparent, 0=opaque)
+  ``InteriorShading/WinterShadingCoefficient``  double             frac              0 - 1                No        0.85 [#]_  Interior winter shading coefficient (1=transparent, 0=opaque)
+  ``Overhangs``                                 element                              0 - 1                No        <none>     Presence of overhangs (including roof eaves)
+  ``FractionOperable``                          double             frac              0 - 1                No        0.67       Operable fraction [#]_
+  ``AttachedToWall``                            idref                                See [#]_             Yes                  ID of attached wall
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north".
+  .. [#] GlassLayers choices are "single-pane", "double-pane", "triple-pane", or "glass block".
   .. [#] 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>`_.
   .. [#] FractionOperable reflects whether the windows are operable (can be opened), not how they are used by the occupants.
@@ -568,56 +670,190 @@ Each window or glass door area is entered as an ``/HPXML/Building/BuildingDetail
          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 UFactor and SHGC are not provided and GlassLayers is not "glass block", additional information is entered in ``Window``.
+
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  Element                       Type      Units   Constraints              Required  Default   Notes
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  ``FrameType``                 element           See [#]_                 Yes                 Type of frame
+  ``FrameType/*/ThermalBreak``  boolean           See [#]_                 No        false     Whether the Aluminum or Metal frame has a thermal break
+  ``GlassType``                 string            See [#]_                 No        <none>    Type of glass
+  ``GasFill``                   string            See [#]_                 No        See [#]_  Type of gas inside double/triple-pane windows
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  
+  .. [#] FrameType child element choices are ``Aluminum``, ``Fiberglass``, ``Metal``, ``Vinyl``, or ``Wood``.
+  .. [#] ThermalBreak is only valid if FrameType is ``Aluminum`` or ``Metal``.
+  .. [#] GlassType choices are "clear", "low-e", "tinted", "tinted/reflective", or "reflective".
+         Do not specify this element if the window has clear glass.
+  .. [#] GasFill choices are "air", "argon", "krypton", "xenon", "nitrogen", or "other".
+  .. [#] If GasFill not provided, defaults to "air" for double-pane windows and "argon" for triple-pane windows.
+
+If UFactor and SHGC are not provided, they are defaulted as follows:
+  
+  ===========  =======================  ============  =========================  =============  =======  ====
+  GlassLayers  FrameType                ThermalBreak  GlassType                  GasFill        UFactor  SHGC
+  ===========  =======================  ============  =========================  =============  =======  ====
+  single-pane  Aluminum, Metal          false         clear                      --             1.27     0.75
+  single-pane  Fiberglass, Vinyl, Wood  --            clear                      --             0.89     0.64
+  single-pane  Aluminum, Metal          false         tinted, tinted/reflective  --             1.27     0.64
+  single-pane  Fiberglass, Vinyl, Wood  --            tinted, tinted/reflective  --             0.89     0.54
+  double-pane  Aluminum, Metal          false         clear                      air            0.81     0.67
+  double-pane  Aluminum, Metal          true          clear                      air            0.60     0.67
+  double-pane  Fiberglass, Vinyl, Wood  --            clear                      air            0.51     0.56
+  double-pane  Aluminum, Metal          false         tinted, tinted/reflective  air            0.81     0.55
+  double-pane  Aluminum, Metal          true          tinted, tinted/reflective  air            0.60     0.55
+  double-pane  Fiberglass, Vinyl, Wood  --            tinted, tinted/reflective  air            0.51     0.46
+  double-pane  Fiberglass, Vinyl, Wood  --            low-e                      air            0.42     0.52
+  double-pane  Aluminum, Metal          true          low-e                      <any but air>  0.47     0.62
+  double-pane  Fiberglass, Vinyl, Wood  --            low-e                      <any but air>  0.39     0.52
+  double-pane  Aluminum, Metal          false         reflective                 air            0.67     0.37
+  double-pane  Aluminum, Metal          true          reflective                 air            0.47     0.37
+  double-pane  Fiberglass, Vinyl, Wood  --            reflective                 air            0.39     0.31
+  double-pane  Fiberglass, Vinyl, Wood  --            reflective                 <any but air>  0.36     0.31
+  triple-pane  Fiberglass, Vinyl, Wood  --            low-e                      <any but air>  0.27     0.31
+  glass block  --                       --            --                         --             0.60     0.60
+  ===========  =======================  ============  =========================  =============  =======  ====
+
+.. warning::
+
+  OpenStudio-HPXML will return an error if the combination of window properties is not in the above table.
+
 If overhangs are specified, additional information is entered in ``Overhangs``.
 
-  ============================  ========  ======  =======================  ========  =======  ========================================================
-  Element                       Type      Units   Constraints              Required  Default  Notes
-  ============================  ========  ======  =======================  ========  =======  ========================================================
-  ``Depth``                     double    inches  >= 0                     Yes                Depth of overhang
-  ``DistanceToTopOfWindow``     double    ft      >= 0                     Yes                Vertical distance from overhang to top of window
-  ``DistanceToBottomOfWindow``  double    ft      > DistanceToTopOfWindow  Yes                Vertical distance from overhang to bottom of window [#]_
-  ============================  ========  ======  =======================  ========  =======  ========================================================
+  ============================  ========  ======  ===========  ========  =======  ========================================================
+  Element                       Type      Units   Constraints  Required  Default  Notes
+  ============================  ========  ======  ===========  ========  =======  ========================================================
+  ``Depth``                     double    inches  >= 0         Yes                Depth of overhang
+  ``DistanceToTopOfWindow``     double    ft      >= 0         Yes                Vertical distance from overhang to top of window
+  ``DistanceToBottomOfWindow``  double    ft      See [#]_     Yes                Vertical distance from overhang to bottom of window [#]_
+  ============================  ========  ======  ===========  ========  =======  ========================================================
 
   .. [#] The difference between DistanceToBottomOfWindow and DistanceToTopOfWindow defines the height of the window.
+  .. [#] When Depth is non-zero, DistanceToBottomOfWindow must be greater than DistanceToTopOfWindow.
 
 HPXML Skylights
 ***************
 
 Each skylight is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Skylights/Skylight``.
 
-  ============================================  ========  ============  ===========  ========  ==========  =============================================================
-  Element                                       Type      Units         Constraints  Required  Default     Notes
-  ============================================  ========  ============  ===========  ========  ==========  =============================================================
-  ``SystemIdentifier``                          id                                   Yes                   Unique identifier
-  ``Area``                                      double    ft2           > 0          Yes                   Total area
-  ``Azimuth``                                   integer   deg           0 - 359      Yes                   Azimuth (clockwise from North)
-  ``UFactor``                                   double    Btu/F-ft2-hr  > 0          Yes                   Full-assembly NFRC U-factor
-  ``SHGC``                                      double                  0 - 1        Yes                   Full-assembly NFRC solar heat gain coefficient
-  ``ExteriorShading/SummerShadingCoefficient``  double    frac          0 - 1        No        1.00        Exterior summer shading coefficient (1=transparent, 0=opaque)
-  ``ExteriorShading/WinterShadingCoefficient``  double    frac          0 - 1        No        1.00        Exterior winter shading coefficient (1=transparent, 0=opaque)
-  ``InteriorShading/SummerShadingCoefficient``  double    frac          0 - 1        No        1.00        Interior summer shading coefficient (1=transparent, 0=opaque)
-  ``InteriorShading/WinterShadingCoefficient``  double    frac          0 - 1        No        1.00        Interior winter shading coefficient (1=transparent, 0=opaque)
-  ``AttachedToRoof``                            idref                   See [#]_     Yes                   ID of attached roof
-  ============================================  ========  ============  ===========  ========  ==========  =============================================================
-
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+  Element                                       Type               Units             Constraints          Required  Default    Notes
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+  ``SystemIdentifier``                          id                                                        Yes                  Unique identifier
+  ``Area``                                      double             ft2               > 0                  Yes                  Total area
+  ``Azimuth`` or ``Orientation``                integer or string  deg or direction  0 - 359 or See [#]_  Yes                  Direction (clockwise from North)
+  ``UFactor`` and/or ``GlassLayers``            double or string   Btu/F-ft2-hr      > 0 or See [#]_      Yes                  Full-assembly NFRC U-factor or glass layers description
+  ``SHGC`` and/or ``GlassLayers``               double or string                     0 - 1                Yes                  Full-assembly NFRC solar heat gain coefficient or glass layers description
+  ``ExteriorShading/SummerShadingCoefficient``  double             frac              0 - 1                No        1.00       Exterior summer shading coefficient (1=transparent, 0=opaque)
+  ``ExteriorShading/WinterShadingCoefficient``  double             frac              0 - 1                No        1.00       Exterior winter shading coefficient (1=transparent, 0=opaque)
+  ``InteriorShading/SummerShadingCoefficient``  double             frac              0 - 1                No        1.00       Interior summer shading coefficient (1=transparent, 0=opaque)
+  ``InteriorShading/WinterShadingCoefficient``  double             frac              0 - 1                No        1.00       Interior winter shading coefficient (1=transparent, 0=opaque)
+  ``AttachedToRoof``                            idref                                See [#]_             Yes                  ID of attached roof
+  ============================================  =================  ================  ===================  ========  =========  =============================================================
+
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] GlassLayers choices are "single-pane", "double-pane", or "triple-pane".
   .. [#] AttachedToRoof must reference a ``Roof``.
 
+If UFactor and SHGC are not provided and GlassLayers is not "glass block", additional information is entered in ``Skylight``.
+
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  Element                       Type      Units   Constraints              Required  Default   Notes
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  ``FrameType``                 element           See [#]_                 Yes                 Type of frame
+  ``FrameType/*/ThermalBreak``  boolean           See [#]_                 No        false     Whether the Aluminum or Metal frame has a thermal break
+  ``GlassType``                 string            See [#]_                 No        <none>    Type of glass
+  ``GasFill``                   string            See [#]_                 No        See [#]_  Type of gas inside double/triple-pane skylights
+  ============================  ========  ======  =======================  ========  ========  ========================================================
+  
+  .. [#] FrameType child element choices are ``Aluminum``, ``Fiberglass``, ``Metal``, ``Vinyl``, or ``Wood``.
+  .. [#] ThermalBreak is only valid if FrameType is ``Aluminum`` or ``Metal``.
+  .. [#] GlassType choices are "clear", "low-e", "tinted", "tinted/reflective", or "reflective".
+         Do not specify this element if the skylight has clear glass.
+  .. [#] GasFill choices are "air", "argon", "krypton", "xenon", "nitrogen", or "other".
+  .. [#] If GasFill not provided, defaults to "air" for double-pane skylights and "argon" for triple-pane skylights.
+
+If UFactor and SHGC are not provided, they are defaulted as follows:
+  
+  ===========  =======================  ============  =========================  =============  =======  ====
+  GlassLayers  FrameType                ThermalBreak  GlassType                  GasFill        UFactor  SHGC
+  ===========  =======================  ============  =========================  =============  =======  ====
+  single-pane  Aluminum, Metal          false         clear                      --             1.98     0.75
+  single-pane  Fiberglass, Vinyl, Wood  --            clear                      --             1.47     0.64
+  single-pane  Aluminum, Metal          false         tinted, tinted/reflective  --             1.98     0.64
+  single-pane  Fiberglass, Vinyl, Wood  --            tinted, tinted/reflective  --             1.47     0.54
+  double-pane  Aluminum, Metal          false         clear                      air            1.30     0.67
+  double-pane  Aluminum, Metal          true          clear                      air            1.10     0.67
+  double-pane  Fiberglass, Vinyl, Wood  --            clear                      air            0.84     0.56
+  double-pane  Aluminum, Metal          false         tinted, tinted/reflective  air            1.30     0.55
+  double-pane  Aluminum, Metal          true          tinted, tinted/reflective  air            1.10     0.55
+  double-pane  Fiberglass, Vinyl, Wood  --            tinted, tinted/reflective  air            0.84     0.46
+  double-pane  Fiberglass, Vinyl, Wood  --            low-e                      air            0.74     0.52
+  double-pane  Aluminum, Metal          true          low-e                      <any but air>  0.95     0.62
+  double-pane  Fiberglass, Vinyl, Wood  --            low-e                      <any but air>  0.68     0.52
+  double-pane  Aluminum, Metal          false         reflective                 air            1.17     0.37
+  double-pane  Aluminum, Metal          true          reflective                 air            0.98     0.37
+  double-pane  Fiberglass, Vinyl, Wood  --            reflective                 air            0.71     0.31
+  double-pane  Fiberglass, Vinyl, Wood  --            reflective                 <any but air>  0.65     0.31
+  triple-pane  Fiberglass, Vinyl, Wood  --            low-e                      <any but air>  0.47     0.31
+  glass block  --                       --            --                         --             0.60     0.60
+  ===========  =======================  ============  =========================  =============  =======  ====
+
+.. warning::
+
+  OpenStudio-HPXML will return an error if the combination of skylight properties is not in the above table.
+
 HPXML Doors
 ***********
 
 Each opaque door is entered as an ``/HPXML/Building/BuildingDetails/Enclosure/Doors/Door``.
 
-  ============================================  ========  ============  ===========  ========  =========  ==============================
-  Element                                       Type      Units         Constraints  Required  Default    Notes
-  ============================================  ========  ============  ===========  ========  =========  ==============================
-  ``SystemIdentifier``                          id                                   Yes                  Unique identifier
-  ``AttachedToWall``                            idref                   See [#]_     Yes                  ID of attached wall
-  ``Area``                                      double    ft2           > 0          Yes                  Total area
-  ``Azimuth``                                   integer   deg           0 - 359      Yes                  Azimuth (clockwise from North)
-  ``RValue``                                    double    F-ft2-hr/Btu  > 0          Yes                  R-value
-  ============================================  ========  ============  ===========  ========  =========  ==============================
+  ============================================  =================  ============  ===================  ========  =========  ==============================
+  Element                                       Type               Units         Constraints          Required  Default    Notes
+  ============================================  =================  ============  ===================  ========  =========  ==============================
+  ``SystemIdentifier``                          id                                                    Yes                  Unique identifier
+  ``AttachedToWall``                            idref                            See [#]_             Yes                  ID of attached wall
+  ``Area``                                      double             ft2           > 0                  Yes                  Total area
+  ``Azimuth`` or ``Orientation``                integer or string  deg           0 - 359 or See [#]_  No        See [#]_   Direction (clockwise from North)
+  ``RValue``                                    double             F-ft2-hr/Btu  > 0                  Yes                  R-value (including any storm door)
+  ============================================  =================  ============  ===================  ========  =========  ==============================
 
   .. [#] AttachedToWall must reference a ``Wall`` or ``FoundationWall``.
+  .. [#] Orientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
+  .. [#] If neither Azimuth nor Orientation nor AttachedToWall azimuth provided, defaults to the azimuth with the largest surface area defined in the HPXML file.
+
+HPXML Partition Wall Mass
+*************************
+
+Partition wall mass in the conditioned space is entered as ``/HPXML/Building/BuildingDetails/Enclosure/extension/PartitionWallMass``.
+
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+  Element                                       Type    Units         Constraints  Required  Default       Notes
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+  ``AreaFraction``                              double  frac          >= 0         No        1.0           Fraction of both sides of wall area to conditioned floor area
+  ``InteriorFinish/Type``                       string                See [#]_     No        gypsum board  Interior finish material
+  ``InteriorFinish/Thickness``                  double  in            >= 0         No        0.5           Interior finish thickness
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+
+  .. [#] InteriorFinish/Type choices are "gypsum board", "gypsum composite board", "plaster", "wood", "other", or "none".
+
+HPXML Furniture Mass
+********************
+
+Furniture mass in the conditioned space is entered as ``/HPXML/Building/BuildingDetails/Enclosure/extension/FurnitureMass``.
+
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+  Element                                       Type    Units         Constraints  Required  Default       Notes
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+  ``AreaFraction``                              double  frac          >= 0         No        0.4           Fraction of conditioned floor area covered by furniture
+  ``Type``                                      string                See [#]_     No        light-weight  Type of furniture
+  ============================================  ======  ============  ===========  ========  ============  =================================================
+
+  .. [#] Type choices are "light-weight" and "heavy-weight". 
+
+.. note::
+
+  Light-weight furniture is modeled with a weight of 8 lb/ft2 of floor area and a density of 40 lb/ft3 while heavy-weight furniture is modeled with a weight of 16 lb/ft2 of floor area and a density of 80 lb/ft3.
 
 HPXML Systems
 -------------
@@ -637,14 +873,16 @@ Each heating system (other than a heat pump) is entered as an ``/HPXML/Building/
   ``SystemIdentifier``               id                             Yes                  Unique identifier
   ``HeatingSystemType``              element           1 [#]_       Yes                  Type of heating system
   ``HeatingSystemFuel``              string            See [#]_     Yes                  Fuel type
-  ``HeatingCapacity``                double    Btu/hr  >= 0         No        autosized  Input heating capacity
-  ``FractionHeatLoadServed``         double    frac    0 - 1 [#]_   Yes                  Fraction of heating load served
+  ``HeatingCapacity``                double    Btu/hr  >= 0         No        autosized  Heating output capacity
+  ``FractionHeatLoadServed``         double    frac    0 - 1 [#]_   See [#]_             Fraction of heating load served
   =================================  ========  ======  ===========  ========  =========  ===============================
 
-  .. [#] HeatingSystemType child element choices are ``ElectricResistance``, ``Furnace``, ``WallFurnace``, ``FloorFurnace``, ``Boiler``, ``Stove``, ``PortableHeater``, ``FixedHeater``, or ``Fireplace``.
+  .. [#] HeatingSystemType child element choices are ``ElectricResistance``, ``Furnace``, ``WallFurnace``, ``FloorFurnace``, ``Boiler``, ``Stove``, ``PortableHeater``, ``FixedHeater``, ``Fireplace``, or ``PackagedTerminalAirConditionerHeating``.
   .. [#] 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.
+         For ``PackagedTerminalAirConditionerHeating``, "electricity" is currently the only choice.
   .. [#] The sum of all ``FractionHeatLoadServed`` (across both HeatingSystems and HeatPumps) 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.
 
 Electric Resistance
 ~~~~~~~~~~~~~~~~~~~
@@ -654,24 +892,38 @@ If electric resistance heating is specified, additional information is entered i
   ==================================================  ======  =====  ===========  ========  =======  ==========
   Element                                             Type    Units  Constraints  Required  Default  Notes
   ==================================================  ======  =====  ===========  ========  =======  ==========
-  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        Yes                Efficiency
+  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        No        1.0      Efficiency
   ==================================================  ======  =====  ===========  ========  =======  ==========
 
+PTAC Heating
+~~~~~~~~~~~~
+
+If a PTAC with non-heat pump (e.g., electric resistance) heating is specified, additional information is entered in ``HeatingSystem``.
+
+  ==================================================  ======  =========  ===========  ========  =======  ==================================
+  Element                                             Type    Units      Constraints  Required  Default  Notes
+  ==================================================  ======  =========  ===========  ========  =======  ==================================
+  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac       0 - 1        No        1.0      Efficiency
+  ==================================================  ======  =========  ===========  ========  =======  ==================================
+
+  .. [#] A cooling system of type "packaged terminal air conditioner" must be specified in ``/HPXML/Building/BuildingDetails/Systems/HVAC/HVACPlant/CoolingSystem``.
+
 Furnace
 ~~~~~~~
 
 If a furnace is specified, additional information is entered in ``HeatingSystem``.
 
-  ===============================================  ======  =====  ===========  ========  =========  ================================================
-  Element                                          Type    Units  Constraints  Required  Default    Notes
-  ===============================================  ======  =====  ===========  ========  =========  ================================================
-  ``DistributionSystem``                           idref          See [#]_     Yes                  ID of attached distribution system
-  ``AnnualHeatingEfficiency[Units="AFUE"]/Value``  double  frac   0 - 1        Yes                  Rated efficiency
-  ``extension/FanPowerWattsPerCFM``                double  W/cfm  >= 0         No        See [#]_   Fan power [#]_
-  ``extension/AirflowDefectRatio``                 double  frac   > -1         No        0.0        Deviation between design/installed airflows [#]_
-  ===============================================  ======  =====  ===========  ========  =========  ================================================
+  ====================================================================  =================  =========  ===============  ========  ========  ================================================
+  Element                                                               Type               Units      Constraints      Required  Default   Notes
+  ====================================================================  =================  =========  ===============  ========  ========  ================================================
+  ``DistributionSystem``                                                idref              See [#]_                    Yes                 ID of attached distribution system
+  ``AnnualHeatingEfficiency[Units="AFUE"]/Value`` or ``YearInstalled``  double or integer  frac or #  0 - 1 or > 1600  Yes       See [#]_  Rated efficiency or Year installed
+  ``extension/FanPowerWattsPerCFM``                                     double             W/cfm      >= 0             No        See [#]_  Fan efficiency at maximum airflow rate [#]_
+  ``extension/AirflowDefectRatio``                                      double             frac       > -1             No        0.0       Deviation between design/installed airflows [#]_
+  ====================================================================  =================  =========  ===============  ========  ========  ================================================
 
   .. [#] HVACDistribution type must be AirDistribution (type: "regular velocity" or "gravity") or DSE.
+  .. [#] If AnnualHeatingEfficiency[Units="AFUE"]/Value not provided, defaults to 0.98 if FuelType is "electricity", else AFUE from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
   .. [#] If FanPowerWattsPerCFM not provided, defaulted to 0 W/cfm if gravity distribution system, else 0.5 W/cfm if AFUE <= 0.9, else 0.375 W/cfm.
   .. [#] If there is a cooling 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.
@@ -682,12 +934,14 @@ Wall/Floor Furnace
 
 If a wall furnace or floor furnace is specified, additional information is entered in ``HeatingSystem``.
 
-  ===============================================  ======  =====  ===========  ========  =======  ===================
-  Element                                          Type    Units  Constraints  Required  Default  Notes
-  ===============================================  ======  =====  ===========  ========  =======  ===================
-  ``AnnualHeatingEfficiency[Units="AFUE"]/Value``  double  frac   0 - 1        Yes                Rated efficiency
-  ``extension/FanPowerWatts``                      double  W      >= 0         No        0        Fan power
-  ===============================================  ======  =====  ===========  ========  =======  ===================
+  ====================================================================  =================  =========  ===============  ========  ========  ==================================
+  Element                                                               Type               Units      Constraints      Required  Default   Notes
+  ====================================================================  =================  =========  ===============  ========  ========  ==================================
+  ``AnnualHeatingEfficiency[Units="AFUE"]/Value`` or ``YearInstalled``  double or integer  frac or #  0 - 1 or > 1600  Yes       See [#]_  Rated efficiency or Year installed
+  ``extension/FanPowerWatts``                                           double             W          >= 0             No        0         Fan power
+  ====================================================================  =================  =========  ===============  ========  ========  ==================================
+
+  .. [#] If AnnualHeatingEfficiency[Units="AFUE"]/Value not provided, defaults to 0.98 if FuelType is "electricity", else AFUE from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
 
 .. _hvac_heating_boiler:
 
@@ -696,17 +950,19 @@ Boiler
 
 If a boiler is specified, additional information is entered in ``HeatingSystem``.
 
-  ==========================================================================  ========  ======  ===========  ========  ========  =========================================
-  Element                                                                     Type      Units   Constraints  Required  Default   Notes
-  ==========================================================================  ========  ======  ===========  ========  ========  =========================================
-  ``IsSharedSystem``                                                          boolean                        No        false     Whether it serves multiple dwelling units
-  ``DistributionSystem``                                                      idref             See [#]_     Yes                 ID of attached distribution system
-  ``AnnualHeatingEfficiency[Units="AFUE"]/Value``                             double    frac    0 - 1        Yes                 Rated efficiency
-  ==========================================================================  ========  ======  ===========  ========  ========  =========================================
+  ====================================================================  =================  =========  ===============  ========  ========  =========================================
+  Element                                                               Type               Units      Constraints      Required  Default   Notes
+  ====================================================================  =================  =========  ===============  ========  ========  =========================================
+  ``IsSharedSystem``                                                    boolean                       No               false               Whether it serves multiple dwelling units
+  ``DistributionSystem``                                                idref              See [#]_   Yes                                  ID of attached distribution system
+  ``AnnualHeatingEfficiency[Units="AFUE"]/Value`` or ``YearInstalled``  double or integer  frac or #  0 - 1 or > 1600  Yes       See [#]_  Rated efficiency or Year installed
+  ====================================================================  =================  =========  ===============  ========  ========  =========================================
 
-  .. [#] For in-unit boilers, HVACDistribution type must be HydronicDistribution (type: "radiator", "baseboard", "radiant floor", "radiant ceiling", or "water loop") or DSE.
+  .. [#] For in-unit boilers, HVACDistribution type must be HydronicDistribution (type: "radiator", "baseboard", "radiant floor", or "radiant ceiling") or DSE.
          For shared boilers, HVACDistribution type must be HydronicDistribution (type: "radiator", "baseboard", "radiant floor", "radiant ceiling", or "water loop") or AirDistribution (type: "fan coil").
          If the shared boiler has "water loop" distribution, a :ref:`hvac_heatpump_wlhp` must also be specified.
+  .. [#] If AnnualHeatingEfficiency[Units="AFUE"]/Value not provided, defaults to 0.98 if FuelType is "electricity", else AFUE from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
+         
 
 If an in-unit boiler if specified, additional information is entered in ``HeatingSystem``.
 
@@ -747,10 +1003,12 @@ If a stove is specified, additional information is entered in ``HeatingSystem``.
   ==================================================  ======  =====  ===========  ========  =========  ===================
   Element                                             Type    Units  Constraints  Required  Default    Notes
   ==================================================  ======  =====  ===========  ========  =========  ===================
-  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        Yes                  Efficiency
+  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        No        See [#]_   Efficiency
   ``extension/FanPowerWatts``                         double  W      >= 0         No        40         Fan power
   ==================================================  ======  =====  ===========  ========  =========  ===================
 
+  .. [#] Defaulted to 1.0 if FuelType is "electricity", 0.60 if FuelType is "wood", 0.78 if FuelType is "wood pellets", otherwise 0.81.
+
 Portable/Fixed Heater
 ~~~~~~~~~~~~~~~~~~~~~
 
@@ -759,10 +1017,12 @@ If a portable heater or fixed heater is specified, additional information is ent
   ==================================================  ======  =====  ===========  ========  =========  ===================
   Element                                             Type    Units  Constraints  Required  Default    Notes
   ==================================================  ======  =====  ===========  ========  =========  ===================
-  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        Yes                  Efficiency
+  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        No        See [#]_   Efficiency
   ``extension/FanPowerWatts``                         double  W      >= 0         No        0          Fan power
   ==================================================  ======  =====  ===========  ========  =========  ===================
 
+  .. [#] Defaulted to 1.0 if FuelType is "electricity", 0.60 if FuelType is "wood", 0.78 if FuelType is "wood pellets", otherwise 0.81.
+
 Fireplace
 ~~~~~~~~~
 
@@ -771,10 +1031,12 @@ If a fireplace is specified, additional information is entered in ``HeatingSyste
   ==================================================  ======  =====  ===========  ========  =========  ===================
   Element                                             Type    Units  Constraints  Required  Default    Notes
   ==================================================  ======  =====  ===========  ========  =========  ===================
-  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        Yes                  Efficiency
+  ``AnnualHeatingEfficiency[Units="Percent"]/Value``  double  frac   0 - 1        No        See [#]_   Efficiency
   ``extension/FanPowerWatts``                         double  W      >= 0         No        0          Fan power
   ==================================================  ======  =====  ===========  ========  =========  ===================
 
+  .. [#] Defaulted to 1.0 if FuelType is "electricity", 0.60 if FuelType is "wood", 0.78 if FuelType is "wood pellets", otherwise 0.81.
+
 .. _hvac_cooling:
 
 HPXML Cooling Systems
@@ -791,7 +1053,7 @@ 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
   ==========================  ========  ======  ===========  ========  =======  ===============================
 
-  .. [#] CoolingSystemType choices are "central air conditioner", "room air conditioner", "evaporative cooler", "mini-split", "chiller", or "cooling tower".
+  .. [#] 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 both CoolingSystems and HeatPumps) must be less than or equal to 1.
 
@@ -800,20 +1062,21 @@ 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"]/Value``  double    Btu/Wh  > 0          Yes                  Rated efficiency
-  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling capacity
-  ``SensibleHeatFraction``                         double    frac    0 - 1        No                   Sensible heat fraction
-  ``CompressorType``                               string            See [#]_     No        See [#]_   Type of compressor
-  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0         No        See [#]_   Fan power [#]_
-  ``extension/AirflowDefectRatio``                 double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
-  ``extension/ChargeDefectRatio``                  double    frac    > -1         No        0.0        Deviation between design/installed charges [#]_
-  ===============================================  ========  ======  ===========  ========  =========  ================================================
+  ====================================================================  =================  ===========  ===============  ========  =========  ================================================
+  Element                                                               Type               Units        Constraints      Required  Default    Notes
+  ====================================================================  =================  ===========  ===============  ========  =========  ================================================
+  ``DistributionSystem``                                                idref              See [#]_     Yes                                   ID of attached distribution system
+  ``AnnualCoolingEfficiency[Units="SEER"]/Value`` or ``YearInstalled``  double or integer  Btu/Wh or #  > 0 or > 1600    Yes       See [#]_   Rated efficiency or Year installed
+  ``CoolingCapacity``                                                   double             Btu/hr       >= 0             No        autosized  Cooling output capacity
+  ``SensibleHeatFraction``                                              double             frac         0 - 1            No                   Sensible heat fraction
+  ``CompressorType``                                                    string                          See [#]_         No        See [#]_   Type of compressor
+  ``extension/FanPowerWattsPerCFM``                                     double             W/cfm        >= 0             No        See [#]_   Fan efficiency at maximum airflow rate [#]_
+  ``extension/AirflowDefectRatio``                                      double             frac         > -1             No        0.0        Deviation between design/installed airflows [#]_
+  ``extension/ChargeDefectRatio``                                       double             frac         > -1             No        0.0        Deviation between design/installed charges [#]_
+  ====================================================================  =================  ===========  ===============  ========  =========  ================================================
 
   .. [#] HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
+  .. [#] If AnnualCoolingEfficiency[Units="SEER"]/Value not provided, defaults to SEER from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
   .. [#] 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 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.
@@ -821,6 +1084,7 @@ If a central air conditioner is specified, additional information is entered in
   .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
   .. [#] 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 pre-charged on site.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
 Room Air Conditioner
@@ -828,13 +1092,28 @@ Room Air Conditioner
 
 If a room air conditioner is specified, additional information is entered in ``CoolingSystem``.
 
-  ==============================================  ========  ======  ===========  ========  =========  ======================
-  Element                                         Type      Units   Constraints  Required  Default    Notes
-  ==============================================  ========  ======  ===========  ========  =========  ======================
-  ``AnnualCoolingEfficiency[Units="EER"]/Value``  double    Btu/Wh  > 0          Yes                  Rated efficiency
-  ``CoolingCapacity``                             double    Btu/hr  >= 0         No        autosized  Cooling capacity
-  ``SensibleHeatFraction``                        double    frac    0 - 1        No                   Sensible heat fraction
-  ==============================================  ========  ======  ===========  ========  =========  ======================
+  ===================================================================================  =================  ===========  ===============  ========  =========  ==================================
+  Element                                                                              Type               Units        Constraints      Required  Default    Notes
+  ===================================================================================  =================  ===========  ===============  ========  =========  ==================================
+  ``AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value`` or ``YearInstalled``  double or integer  Btu/Wh or #  > 0 or > 1600    Yes       See [#]_   Rated efficiency or Year installed
+  ``CoolingCapacity``                                                                  double             Btu/hr       >= 0             No        autosized  Cooling output capacity
+  ``SensibleHeatFraction``                                                             double             frac         0 - 1            No                   Sensible heat fraction
+  ===================================================================================  =================  ===========  ===============  ========  =========  ==================================
+
+  .. [#] If AnnualCoolingEfficiency[Units="EER" or Units="CEER"]/Value not provided, defaults to EER from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
+
+Packaged Terminal Air Conditioner
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+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``       integer or double  # or Btu/Wh  > 1600 or > 0    Yes                  Rated efficiency
+  ``CoolingCapacity``                                                  double             Btu/hr       >= 0             No        autosized  Cooling output capacity
+  ``SensibleHeatFraction``                                             double             frac         0 - 1            No                   Sensible heat fraction
+  ===================================================================  =================  ===========  ===============  ========  =========  ==================================
 
 Evaporative Cooler
 ~~~~~~~~~~~~~~~~~~
@@ -845,7 +1124,7 @@ If an evaporative cooler is specified, additional information is entered in ``Co
   Element                            Type      Units   Constraints  Required  Default    Notes
   =================================  ========  ======  ===========  ========  =========  ==================================
   ``DistributionSystem``             idref             See [#]_     No                   ID of attached distribution system
-  ``CoolingCapacity``                double    Btu/hr  >= 0         No        autosized  Cooling capacity
+  ``CoolingCapacity``                double    Btu/hr  >= 0         No        autosized  Cooling output capacity
   =================================  ========  ======  ===========  ========  =========  ==================================
 
   .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
@@ -860,25 +1139,20 @@ If a mini-split is specified, additional information is entered in ``CoolingSyst
   ===============================================  ========  ======  ===========  ========  =========  ===============================================
   ``DistributionSystem``                           idref             See [#]_     No                   ID of attached distribution system
   ``AnnualCoolingEfficiency[Units="SEER"]/Value``  double    Btu/Wh  > 0          Yes                  Rated cooling efficiency
-  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling capacity
+  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling output capacity
   ``SensibleHeatFraction``                         double    frac    0 - 1        No                   Sensible heat fraction
+  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0         No        See [#]_   Fan efficiency at maximum airflow rate
+  ``extension/AirflowDefectRatio``                 double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
   ``extension/ChargeDefectRatio``                  double    frac    > -1         No        0.0        Deviation between design/installed charges [#]_
   ===============================================  ========  ======  ===========  ========  =========  ===============================================
 
   .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
-  .. [#] ChargeDefectRatio is defined as (InstalledCharge - DesignCharge) / DesignCharge; a value of zero means no refrigerant charge defect.
-         See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
-
-If a ducted mini-split is specified (i.e., a ``DistributionSystem`` has been entered), additional information is entered in ``CoolingSystem``.
-
-  =================================  ========  ======  ===========  ========  =========  ===============================================
-  Element                            Type      Units   Constraints  Required  Default    Notes
-  =================================  ========  ======  ===========  ========  =========  ===============================================
-  ``extension/FanPowerWattsPerCFM``  double    W/cfm   >= 0         No        0.18       Fan power
-  ``extension/AirflowDefectRatio``   double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
-  =================================  ========  ======  ===========  ========  =========  ===============================================
-
+  .. [#] 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 should typically only be applied for systems attached to ducts.
+         See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
+  .. [#] 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 pre-charged on site.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
 .. _hvac_cooling_chiller:
@@ -894,7 +1168,7 @@ If a chiller is specified, additional information is entered in ``CoolingSystem`
   ``IsSharedSystem``                                                          boolean           true         Yes                  Whether it serves multiple dwelling units
   ``DistributionSystem``                                                      idref             See [#]_     Yes                  ID of attached distribution system
   ``NumberofUnitsServed``                                                     integer           > 1          Yes                  Number of dwelling units served
-  ``CoolingCapacity``                                                         double    Btu/hr  >= 0         Yes                  Total cooling capacity
+  ``CoolingCapacity``                                                         double    Btu/hr  >= 0         Yes                  Total cooling output capacity
   ``AnnualCoolingEfficiency[Units="kW/ton"]/Value``                           double    kW/ton  > 0          Yes                  Rated efficiency
   ``extension/SharedLoopWatts``                                               double    W       >= 0         Yes                  Pumping and fan power serving the system
   ``extension/FanCoilWatts``                                                  double    W       >= 0         See [#]_             Fan coil power
@@ -944,58 +1218,85 @@ Each heat pump is entered as an ``/HPXML/Building/BuildingDetails/Systems/HVAC/H
   ``SystemIdentifier``               id                             Yes                  Unique identifier
   ``HeatPumpType``                   string            See [#]_     Yes                  Type of heat pump
   ``HeatPumpFuel``                   string            See [#]_     Yes                  Fuel type
-  ``BackupSystemFuel``               string            See [#]_     No                   Fuel type of backup heating, if present
+  ``BackupType``                     string            See [#]_     No        <none>     Type of backup heating
   =================================  ========  ======  ===========  ========  =========  ===============================================
 
-  .. [#] HeatPumpType choices are "air-to-air", "mini-split", "ground-to-air", or "water-loop-to-air".
+  .. [#] HeatPumpType choices are "air-to-air", "mini-split", "ground-to-air", "water-loop-to-air", or "packaged terminal heat pump".
   .. [#] HeatPumpFuel only choice is "electricity".
-  .. [#] BackupSystemFuel 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".
+  .. [#] BackupType choices are "integrated" or "separate".
+         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).
 
-If a backup system fuel is provided, additional information is entered in ``HeatPump``.
+If a backup type of "integrated" is provided, additional information is entered in ``HeatPump``.
 
   ========================================================================  ========  ======  ===========  ========  =========  ==========================================
   Element                                                                   Type      Units   Constraints  Required  Default    Notes
   ========================================================================  ========  ======  ===========  ========  =========  ==========================================
-  ``BackupAnnualHeatingEfficiency[Units="Percent" or Units="AFUE"]/Value``  double    frac    0 - 1        Yes                  Backup heating efficiency
-  ``BackupHeatingCapacity``                                                 double    Btu/hr  >= 0         No        autosized  Backup heating capacity
-  ``BackupHeatingSwitchoverTemperature``                                    double    F                    No        <none>     Backup heating switchover temperature [#]_
+  ``BackupSystemFuel``                                                      string            See [#]_     Yes                  Integrated backup heating fuel type
+  ``BackupAnnualHeatingEfficiency[Units="Percent" or Units="AFUE"]/Value``  double    frac    0 - 1        Yes                  Integrated backup heating efficiency
+  ``BackupHeatingCapacity``                                                 double    Btu/hr  >= 0         No        autosized  Integrated backup heating output capacity
+  ``BackupHeatingSwitchoverTemperature``                                    double    F                    No        <none>     Integrated backup heating switchover temperature [#]_
   ========================================================================  ========  ======  ===========  ========  =========  ==========================================
 
-  .. [#] Provide BackupHeatingSwitchoverTemperature for, e.g., a dual-fuel heat pump, in which there is a discrete outdoor temperature when the heat pump stops operating and the backup heating system starts operating.
-         If not provided, the backup heating system will operate as needed when the heat pump has insufficient capacity.
+  .. [#] BackupSystemFuel 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".
+  .. [#] Provide BackupHeatingSwitchoverTemperature for a situation in which there is a discrete outdoor temperature when the heat pump stops operating and the backup heating system starts operating.
+         If not provided, the backup heating system will operate as needed for hours when the heat pump has insufficient capacity.
+
+If a backup type of "separate" is provided, additional information is entered in ``HeatPump``.
+
+  ======================================  ========  ======  ===========  ========  =========  ==========================================
+  Element                                 Type      Units   Constraints  Required  Default    Notes
+  ======================================  ========  ======  ===========  ========  =========  ==========================================
+  ``BackupSystem``                        idref             See [#]_     Yes                  ID of separate backup heating system 
+  ``BackupHeatingSwitchoverTemperature``  double    F                    No        <none>     Separate backup heating system switchover temperature [#]_
+  ======================================  ========  ======  ===========  ========  =========  ==========================================
+  
+  .. [#] HeatingSystem must be of type ``ElectricResistance``, ``WallFurnace``, ``FloorFurnace``, ``Boiler``, ``Stove``, ``PortableHeater``, ``FixedHeater``, or ``Fireplace``.
+  .. [#] Provide BackupHeatingSwitchoverTemperature for a situation in which there is a discrete outdoor temperature when the heat pump stops operating and the backup heating system starts operating.
+         If not provided, the backup heating system will operate as needed for hours when the heat pump has insufficient capacity.
+
+  .. note::
+
+    Due to how the separate backup heating system is modeled in EnergyPlus, there are a few restrictions:
+
+    - The conditioned space cannot be partially heated (i.e., the sum of all ``FractionHeatLoadServed`` must be 1).
+    - There cannot be multiple backup heating systems.
 
 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
-  ``CompressorType``                               string            See [#]_     No        See [#]_   Type of compressor
-  ``HeatingCapacity``                              double    Btu/hr  >= 0         No        autosized  Heating capacity (excluding any backup heating)
-  ``HeatingCapacity17F``                           double    Btu/hr  >= 0         No                   Heating capacity at 17F, if available
-  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling capacity
-  ``CoolingSensibleHeatFraction``                  double    frac    0 - 1        No                   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"]/Value``  double    Btu/Wh  > 0          Yes                  Rated cooling efficiency
-  ``AnnualHeatingEfficiency[Units="HSPF"]/Value``  double    Btu/Wh  > 0          Yes                  Rated heating efficiency
-  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0         No        See [#]_   Fan power
-  ``extension/AirflowDefectRatio``                 double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
-  ``extension/ChargeDefectRatio``                  double    frac    > -1         No        0.0        Deviation between design/installed charges [#]_
-  ===============================================  ========  ======  ===========  ========  =========  ================================================
+  ====================================================================  =================  ===========  ========================  ========  =========  =================================================
+  Element                                                               Type               Units        Constraints               Required  Default    Notes
+  ====================================================================  =================  ===========  ========================  ========  =========  =================================================
+  ``DistributionSystem``                                                idref                           See [#]_                  Yes                  ID of attached distribution system
+  ``CompressorType``                                                    string                          See [#]_                  No        See [#]_   Type of compressor
+  ``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
+  ``CoolingSensibleHeatFraction``                                       double             frac         0 - 1                     No                   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"]/Value`` or ``YearInstalled``  double or integer  Btu/Wh or #  > 0 or > 1600             Yes       See [#]_   Rated cooling efficiency or Year installed
+  ``AnnualHeatingEfficiency[Units="HSPF"]/Value`` or ``YearInstalled``  double or integer  Btu/Wh or #  > 0 or > 1600             Yes       See [#]_   Rated heating efficiency or Year installed
+  ``extension/FanPowerWattsPerCFM``                                     double             W/cfm        >= 0                      No        See [#]_   Fan efficiency at maximum airflow rate
+  ``extension/AirflowDefectRatio``                                      double             frac         > -1                      No        0.0        Deviation between design/installed airflows [#]_
+  ``extension/ChargeDefectRatio``                                       double             frac         > -1                      No        0.0        Deviation between design/installed charges [#]_
+  ====================================================================  =================  ===========  ========================  ========  =========  =================================================
 
   .. [#] HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] 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".
   .. [#] The sum of all ``FractionHeatLoadServed`` (across both HeatingSystems and HeatPumps) must be less than or equal to 1.
   .. [#] The sum of all ``FractionCoolLoadServed`` (across both CoolingSystems and HeatPumps) must be less than or equal to 1.
+  .. [#] If AnnualCoolingEfficiency[Units="SEER"]/Value not provided, defaults to SEER from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
+  .. [#] If AnnualHeatingEfficiency[Units="HSPF"]/Value not provided, defaults to HSPF from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_hvac_equipment_efficiency.csv`` based on YearInstalled.
   .. [#] If FanPowerWattsPerCFM not provided, defaulted to 0.5 W/cfm if HSPF <= 8.75, else 0.375 W/cfm.
   .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
   .. [#] 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 pre-charged on site.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
 Mini-Split Heat Pump
@@ -1003,38 +1304,53 @@ Mini-Split Heat Pump
 
 If a mini-split heat pump is specified, additional information is entered in ``HeatPump``.
 
-  ===============================================  ========  ======  ===========  ========  =========  ==============================================
-  Element                                          Type      Units   Constraints  Required  Default    Notes
-  ===============================================  ========  ======  ===========  ========  =========  ==============================================
-  ``DistributionSystem``                           idref             See [#]_     No                   ID of attached distribution system, if present
-  ``HeatingCapacity``                              double    Btu/hr  >= 0         No        autosized  Heating capacity (excluding any backup heating)
-  ``HeatingCapacity17F``                           double    Btu/hr  >= 0         No                   Heating capacity at 17F, if available
-  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling capacity
-  ``CoolingSensibleHeatFraction``                  double    frac    0 - 1        No                   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"]/Value``  double    Btu/Wh  > 0          Yes                  Rated cooling efficiency
-  ``AnnualHeatingEfficiency[Units="HSPF"]/Value``  double    Btu/Wh  > 0          Yes                  Rated heating efficiency
-  ``extension/ChargeDefectRatio``                  double    frac    > -1         No        0.0        Deviation between design/installed charges [#]_
-  ===============================================  ========  ======  ===========  ========  =========  ==============================================
+  ===============================================  ========  ======  ========================  ========  =========  ==============================================
+  Element                                          Type      Units   Constraints               Required  Default    Notes
+  ===============================================  ========  ======  ========================  ========  =========  ==============================================
+  ``DistributionSystem``                           idref             See [#]_                  No                   ID of attached distribution system, if present
+  ``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
+  ``CoolingSensibleHeatFraction``                  double    frac    0 - 1                     No                   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"]/Value``  double    Btu/Wh  > 0                       Yes                  Rated cooling efficiency
+  ``AnnualHeatingEfficiency[Units="HSPF"]/Value``  double    Btu/Wh  > 0                       Yes                  Rated heating efficiency
+  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0                      No        See [#]_   Fan efficiency at maximum airflow rate
+  ``extension/AirflowDefectRatio``                 double    frac    > -1                      No        0.0        Deviation between design/installed airflows [#]_
+  ``extension/ChargeDefectRatio``                  double    frac    > -1                      No        0.0        Deviation between design/installed charges [#]_
+  ===============================================  ========  ======  ========================  ========  =========  ==============================================
 
   .. [#] If provided, HVACDistribution type must be AirDistribution (type: "regular velocity") or DSE.
   .. [#] The sum of all ``FractionHeatLoadServed`` (across both HeatingSystems and HeatPumps) must be less than or equal to 1.
   .. [#] The sum of all ``FractionCoolLoadServed`` (across both CoolingSystems and HeatPumps) must be less than or equal to 1.
+  .. [#] 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 should typically only be applied for systems attached to ducts.
+         See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
   .. [#] 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 pre-charged on site.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
-If a ducted mini-split is specified (i.e., a ``DistributionSystem`` has been entered), additional information is entered in ``HeatPump``.
+Packaged Terminal Heat Pump
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-  =================================  ========  ======  ===========  ========  =========  ===============================================
-  Element                            Type      Units   Constraints  Required  Default    Notes
-  =================================  ========  ======  ===========  ========  =========  ===============================================
-  ``extension/FanPowerWattsPerCFM``  double    W/cfm   >= 0         No        0.18       Fan power
-  ``extension/AirflowDefectRatio``   double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
-  =================================  ========  ======  ===========  ========  =========  ===============================================
+If a packaged terminal heat pump is specified, additional information is entered in ``HeatPump``.
 
-  .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
-         See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
+  ===============================================================  ========  ======  ===========  ========  =========  ==============================================
+  Element                                                          Type      Units   Constraints  Required  Default    Notes
+  ===============================================================  ========  ======  ===========  ========  =========  ==============================================
+  ``HeatingCapacity``                                              double    Btu/hr  >= 0         No        autosized  Heating output capacity (excluding any backup heating)
+  ``CoolingCapacity``                                              double    Btu/hr  >= 0         No        autosized  Cooling output capacity
+  ``CoolingSensibleHeatFraction``                                  double    frac    0 - 1        No                   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="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
+  ===============================================================  ========  ======  ===========  ========  =========  ==============================================
+
+  .. [#] The sum of all ``FractionHeatLoadServed`` (across both HeatingSystems and HeatPumps) must be less than or equal to 1.
+  .. [#] The sum of all ``FractionCoolLoadServed`` (across both CoolingSystems and HeatPumps) must be less than or equal to 1.
 
 Ground-to-Air Heat Pump
 ~~~~~~~~~~~~~~~~~~~~~~~
@@ -1046,8 +1362,8 @@ If a ground-to-air heat pump is specified, additional information is entered in
   ===============================================  ========  ======  ===========  ========  =========  ==============================================
   ``IsSharedSystem``                               boolean                        No        false      Whether it has a shared hydronic circulation loop [#]_
   ``DistributionSystem``                           idref             See [#]_     Yes                  ID of attached distribution system
-  ``HeatingCapacity``                              double    Btu/hr  >= 0         No        autosized  Heating capacity (excluding any backup heating)
-  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling capacity
+  ``HeatingCapacity``                              double    Btu/hr  >= 0         No        autosized  Heating output capacity (excluding any backup heating)
+  ``CoolingCapacity``                              double    Btu/hr  >= 0         No        autosized  Cooling output capacity
   ``CoolingSensibleHeatFraction``                  double    frac    0 - 1        No                   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
@@ -1056,9 +1372,9 @@ If a ground-to-air heat pump is specified, additional information is entered in
   ``NumberofUnitsServed``                          integer           > 0          See [#]_             Number of dwelling units served
   ``extension/PumpPowerWattsPerTon``               double    W/ton   >= 0         No        See [#]_   Pump power [#]_
   ``extension/SharedLoopWatts``                    double    W       >= 0         See [#]_             Shared pump power [#]_
-  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0         No        See [#]_   Fan power
+  ``extension/FanPowerWattsPerCFM``                double    W/cfm   >= 0         No        See [#]_   Fan efficiency at maximum airflow rate
   ``extension/AirflowDefectRatio``                 double    frac    > -1         No        0.0        Deviation between design/installed airflows [#]_
-  ``extension/ChargeDefectRatio``                  double    frac    0.0 [#]_     No        0.0        Deviation between design/installed charges [#]_
+  ``extension/ChargeDefectRatio``                  double    frac    > -1         No        0.0        Deviation between design/installed charges [#]_
   ===============================================  ========  ======  ===========  ========  =========  ==============================================
 
   .. [#] IsSharedSystem should be true if the SFA/MF building has multiple ground source heat pumps connected to a shared hydronic circulation loop.
@@ -1074,8 +1390,8 @@ If a ground-to-air heat pump is specified, additional information is entered in
   .. [#] If FanPowerWattsPerCFM not provided, defaulted to 0.5 W/cfm if COP <= 8.75/3.2, else 0.375 W/cfm.
   .. [#] AirflowDefectRatio is defined as (InstalledAirflow - DesignAirflow) / DesignAirflow; a value of zero means no airflow defect.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
-  .. [#] ChargeDefectRatio currently constrained to zero for ground-to-air heat pumps due to an EnergyPlus limitation; this constraint will be relaxed in the future.
   .. [#] 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 pre-charged on site.
          See ANSI/RESNET/ACCA 310-2020 Standard for Grading the Installation of HVAC Systems for more information.
 
 .. _hvac_heatpump_wlhp:
@@ -1089,8 +1405,8 @@ If a water-loop-to-air heat pump is specified, additional information is entered
   Element                                          Type      Units   Constraints  Required  Default    Notes
   ===============================================  ========  ======  ===========  ========  =========  ==============================================
   ``DistributionSystem``                           idref             See [#]_     Yes                  ID of attached distribution system
-  ``HeatingCapacity``                              double    Btu/hr  > 0          No        autosized  Heating capacity
-  ``CoolingCapacity``                              double    Btu/hr  > 0          See [#]_             Cooling capacity
+  ``HeatingCapacity``                              double    Btu/hr  > 0          No        autosized  Heating output capacity
+  ``CoolingCapacity``                              double    Btu/hr  > 0          See [#]_             Cooling output capacity
   ``AnnualCoolingEfficiency[Units="EER"]/Value``   double    Btu/Wh  > 0          See [#]_             Rated cooling efficiency
   ``AnnualHeatingEfficiency[Units="COP"]/Value``   double    W/W     > 0          See [#]_             Rated heating efficiency
   ===============================================  ========  ======  ===========  ========  =========  ==============================================
@@ -1111,15 +1427,32 @@ HPXML HVAC Control
 
 If any HVAC systems are specified, a single thermostat is entered as a ``/HPXML/Building/BuildingDetails/Systems/HVAC/HVACControl``.
 
-  =======================================================  ========  =======  ===========  ========  =========  ========================================
-  Element                                                  Type      Units    Constraints  Required  Default    Notes
-  =======================================================  ========  =======  ===========  ========  =========  ========================================
-  ``SystemIdentifier``                                     id                              Yes                  Unique identifier
-  ``extension/CeilingFanSetpointTempCoolingSeasonOffset``  double    F        >= 0         No        0          Cooling setpoint temperature offset [#]_
-  =======================================================  ========  =======  ===========  ========  =========  ========================================
-
+  =======================================================  ========  =====  ===========  ========  =========  ========================================
+  Element                                                  Type      Units  Constraints  Required  Default    Notes
+  =======================================================  ========  =====  ===========  ========  =========  ========================================
+  ``SystemIdentifier``                                     id                            Yes                  Unique identifier
+  ``HeatingSeason``                                        element                       No        See [#]_   Heating season        
+  ``CoolingSeason``                                        element                       No        See [#]_   Cooling season
+  ``extension/CeilingFanSetpointTempCoolingSeasonOffset``  double    F      >= 0         No        0          Cooling setpoint temperature offset [#]_
+  =======================================================  ========  =====  ===========  ========  =========  ========================================
+
+  .. [#] If HeatingSeason not provided, defaults to year-round.
+  .. [#] If CoolingSeason not provided, defaults to year-round.
   .. [#] CeilingFanSetpointTempCoolingSeasonOffset should only be used if there are sufficient ceiling fans present to warrant a reduced cooling setpoint.
 
+If a heating and/or cooling season is defined, additional information is entered in ``HVACControl/HeatingSeason`` and/or ``HVACControl/CoolingSeason``.
+
+  ===================  ========  =====  ===========  ========  =======  ===========
+  Element              Type      Units  Constraints  Required  Default  Description
+  ===================  ========  =====  ===========  ========  =======  ===========
+  ``BeginMonth``       integer          1 - 12       Yes                Begin month
+  ``BeginDayOfMonth``  integer          1 - 31       Yes                Begin day
+  ``EndMonth``         integer          1 - 12       Yes                End month
+  ``EndDayOfMonth``    integer          1 - 31       Yes                End day
+  ===================  ========  =====  ===========  ========  =======  ===========
+
+Heating and cooling seasons, when combined, must span the entire year.
+
 Thermostat setpoints are additionally entered using either simple inputs or detailed inputs.
 
 Simple Inputs
@@ -1130,30 +1463,37 @@ To define simple thermostat setpoints, additional information is entered in ``HV
   =============================  ========  =======  ===========  ========  =========  ============================
   Element                        Type      Units    Constraints  Required  Default    Notes
   =============================  ========  =======  ===========  ========  =========  ============================
-  ``SetpointTempHeatingSeason``  double    F                     Yes                  Heating setpoint temperature
-  ``SetpointTempCoolingSeason``  double    F                     Yes                  Cooling setpoint temperature
+  ``SetpointTempHeatingSeason``  double    F                     See [#]_             Heating setpoint temperature
+  ``SetpointTempCoolingSeason``  double    F                     See [#]_             Cooling setpoint temperature
   =============================  ========  =======  ===========  ========  =========  ============================
 
+  .. [#] SetpointTempHeatingSeason only required if there is heating equipment (i.e., sum of all ``FractionHeatLoadServed`` is greater than 0).
+  .. [#] SetpointTempCoolingSeason only required if there is cooling equipment (i.e., sum of all ``FractionCoolLoadServed`` is greater than 0).
+
 If there is a heating temperature setback, additional information is entered in ``HVACControl``.
 
   =====================================  ========  ========  ===========  ========  =========  =========================================
   Element                                Type      Units     Constraints  Required  Default    Notes
   =====================================  ========  ========  ===========  ========  =========  =========================================
   ``SetbackTempHeatingSeason``           double    F                      Yes                  Heating setback temperature
-  ``TotalSetbackHoursperWeekHeating``    integer   hrs/week  > 0          Yes                  Hours/week of heating temperature setback
+  ``TotalSetbackHoursperWeekHeating``    integer   hrs/week  > 0          Yes                  Hours/week of heating temperature setback [#]_
   ``extension/SetbackStartHourHeating``  integer             0 - 23       No        23 (11pm)  Daily setback start hour
   =====================================  ========  ========  ===========  ========  =========  =========================================
 
+  .. [#] TotalSetbackHoursperWeekHeating is converted to hrs/day and modeled as a temperature setback every day starting at SetbackStartHourHeating.
+
 If there is a cooling temperature setup, additional information is entered in ``HVACControl``.
 
   =====================================  ========  ========  ===========  ========  =========  =========================================
   Element                                Type      Units     Constraints  Required  Default    Notes
   =====================================  ========  ========  ===========  ========  =========  =========================================
   ``SetupTempCoolingSeason``             double    F                      Yes                  Cooling setup temperature
-  ``TotalSetupHoursperWeekCooling``      integer   hrs/week  > 0          Yes                  Hours/week of cooling temperature setup
+  ``TotalSetupHoursperWeekCooling``      integer   hrs/week  > 0          Yes                  Hours/week of cooling temperature setup [#]_
   ``extension/SetupStartHourCooling``    integer             0 - 23       No        9 (9am)    Daily setup start hour
   =====================================  ========  ========  ===========  ========  =========  =========================================
 
+  .. [#] TotalSetupHoursperWeekCooling is converted to hrs/day and modeled as a temperature setup every day starting at SetupStartHourCooling.
+
 Detailed Inputs
 ~~~~~~~~~~~~~~~
 
@@ -1162,12 +1502,17 @@ To define detailed thermostat setpoints, additional information is entered in ``
   ===============================================  =====  =======  ===========  ========  =========  ============================================
   Element                                          Type   Units    Constraints  Required  Default    Notes
   ===============================================  =====  =======  ===========  ========  =========  ============================================
-  ``extension/WeekdaySetpointTempsHeatingSeason``  array  F                     Yes                  24 comma-separated weekday heating setpoints
-  ``extension/WeekendSetpointTempsHeatingSeason``  array  F                     Yes                  24 comma-separated weekend heating setpoints
-  ``extension/WeekdaySetpointTempsCoolingSeason``  array  F                     Yes                  24 comma-separated weekday cooling setpoints
-  ``extension/WeekendSetpointTempsCoolingSeason``  array  F                     Yes                  24 comma-separated weekend cooling setpoints
+  ``extension/WeekdaySetpointTempsHeatingSeason``  array  F                     See [#]_             24 comma-separated weekday heating setpoints
+  ``extension/WeekendSetpointTempsHeatingSeason``  array  F                     See [#]_             24 comma-separated weekend heating setpoints
+  ``extension/WeekdaySetpointTempsCoolingSeason``  array  F                     See [#]_             24 comma-separated weekday cooling setpoints
+  ``extension/WeekendSetpointTempsCoolingSeason``  array  F                     See [#]_             24 comma-separated weekend cooling setpoints
   ===============================================  =====  =======  ===========  ========  =========  ============================================
 
+  .. [#] WeekdaySetpointTempsHeatingSeason only required if there is heating equipment (i.e., sum of all ``FractionHeatLoadServed`` is greater than 0).
+  .. [#] WeekendSetpointTempsHeatingSeason only required if there is heating equipment (i.e., sum of all ``FractionHeatLoadServed`` is greater than 0).
+  .. [#] WeekdaySetpointTempsCoolingSeason only required if there is cooling equipment (i.e., sum of all ``FractionCoolLoadServed`` is greater than 0).
+  .. [#] WeekendSetpointTempsCoolingSeason only required if there is cooling equipment (i.e., sum of all ``FractionCoolLoadServed`` is greater than 0).
+
 HPXML HVAC Distribution
 ***********************
 
@@ -1223,24 +1568,30 @@ Additional information is entered in each ``DuctLeakageMeasurement``.
   ``DuctLeakage/TotalOrToOutside``  string            See [#]_     Yes                  Type of duct leakage (outside conditioned space vs total)
   ================================  =======  =======  ===========  ========  =========  =========================================================
   
-  .. [#] Units choices are "CFM25" or "Percent".
+  .. [#] Units choices are "CFM25", "CFM50", or "Percent".
   .. [#] Value also must be < 1 if Units is Percent.
   .. [#] If the HVAC system has no return ducts (e.g., a ducted evaporative cooler), use zero for the Value.
   .. [#] TotalOrToOutside only choice is "to outside".
 
 Additional information is entered in each ``Ducts``.
 
-  ========================  =======  ============  ===========  ========  =========  ===============================
-  Element                   Type     Units         Constraints  Required  Default    Notes
-  ========================  =======  ============  ===========  ========  =========  ===============================
-  ``DuctInsulationRValue``  double   F-ft2-hr/Btu  >= 0         Yes                  R-value of duct insulation [#]_
-  ``DuctSurfaceArea``       double   ft2           >= 0         See [#]_  See [#]_   Duct surface area
-  ``DuctLocation``          string                 See [#]_     See [#]_  See [#]_   Duct location
-  ========================  =======  ============  ===========  ========  =========  ===============================
+  ===============================================  =======  ============  ================  ========  =========  ======================================
+  Element                                          Type     Units         Constraints       Required  Default    Notes
+  ===============================================  =======  ============  ================  ========  =========  ======================================
+  ``DuctInsulationRValue``                         double   F-ft2-hr/Btu  >= 0              Yes                  R-value of duct insulation [#]_
+  ``DuctLocation``                                 string                 See [#]_          No        See [#]_   Duct location
+  ``FractionDuctArea`` and/or ``DuctSurfaceArea``  double   frac or ft2   0-1 [#]_ or >= 0  See [#]_  See [#]_   Duct fraction/surface area in location
+  ===============================================  =======  ============  ================  ========  =========  ======================================
 
   .. [#] DuctInsulationRValue should not include air films (i.e., use 0 for an uninsulated duct).
-  .. [#] DuctSurfaceArea and DuctLocation are either both required or both disallowed.
-  .. [#] If DuctSurfaceArea not provided, duct areas will be calculated based on `ASHRAE Standard 152 <https://www.energy.gov/eere/buildings/downloads/ashrae-standard-152-spreadsheet>`_:
+  .. [#] 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".
+         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.
+  .. [#] Either FractionDuctArea or DuctSurfaceArea (or both) are required if DuctLocation is provided.
+  .. [#] If DuctSurfaceArea not provided, duct surface areas will be calculated based on FractionDuctArea if provided.
+         If FractionDuctArea also not 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 ducts**: 0.27 * F_out * ConditionedFloorAreaServed
          - **Secondary supply ducts**: 0.27 * (1 - F_out) * ConditionedFloorAreaServed
@@ -1248,11 +1599,6 @@ Additional information is entered in each ``Ducts``.
          - **Secondary return ducts**: 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.
-  .. [#] DuctLocation choices are "living space", "basement - conditioned", "basement - unconditioned", "crawlspace - unvented", "crawlspace - vented", "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".
-         See :ref:`hpxmllocations` for descriptions.
-  .. [#] DuctLocation and DuctSurfaceArea are either both required or both disallowed.
-  .. [#] If DuctLocation not provided, defaults to the first present space type: "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "attic - vented", "attic - unvented", "garage", or "living space".
-         Any secondary ducts (i.e., when NumberofConditionedFloorsAboveGrade > 1) will always be located in "living space".
 
 Hydronic Distribution
 ~~~~~~~~~~~~~~~~~~~~~
@@ -1292,22 +1638,29 @@ HPXML Whole Ventilation Fan
 Each mechanical ventilation system that provides ventilation to the whole dwelling unit is entered as a ``/HPXML/Building/BuildingDetails/Systems/MechanicalVentilation/VentilationFans/VentilationFan``.
 If not entered, the simulation will not include mechanical ventilation.
 
-  =======================================  ========  =======  ===========  ========  =========  =========================================
-  Element                                  Type      Units    Constraints  Required  Default    Notes
-  =======================================  ========  =======  ===========  ========  =========  =========================================
-  ``SystemIdentifier``                     id                              Yes                  Unique identifier
-  ``UsedForWholeBuildingVentilation``      boolean            true         Yes                  Must be set to true
-  ``IsSharedSystem``                       boolean            See [#]_     No        false      Whether it serves multiple dwelling units
-  ``FanType``                              string             See [#]_     Yes                  Type of ventilation system
-  ``TestedFlowRate`` or ``RatedFlowRate``  double    cfm      >= 0         Yes                  Flow rate [#]_
-  ``HoursInOperation``                     double    hrs/day  0 - 24       No        See [#]_   Hours per day of operation
-  ``FanPower``                             double    W        >= 0         Yes                  Fan power
-  =======================================  ========  =======  ===========  ========  =========  =========================================
+  =============================================================================================  ========  =======  ===========  ========  =========  =========================================
+  Element                                                                                        Type      Units    Constraints  Required  Default    Notes
+  =============================================================================================  ========  =======  ===========  ========  =========  =========================================
+  ``SystemIdentifier``                                                                           id                              Yes                  Unique identifier
+  ``UsedForWholeBuildingVentilation``                                                            boolean            true         Yes                  Must be set to true
+  ``IsSharedSystem``                                                                             boolean            See [#]_     No        false      Whether it serves multiple dwelling units
+  ``FanType``                                                                                    string             See [#]_     Yes                  Type of ventilation system
+  ``RatedFlowRate`` or ``TestedFlowRate`` or ``CalculatedFlowRate`` or ``DeliveredVentilation``  double    cfm      >= 0         No        See [#]_   Flow rate [#]_
+  ``HoursInOperation``                                                                           double    hrs/day  0 - 24       No        See [#]_   Hours per day of operation
+  ``FanPower``                                                                                   double    W        >= 0         No        See [#]_   Fan power
+  =============================================================================================  ========  =======  ===========  ========  =========  =========================================
 
   .. [#] 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>`_, including adjustments for A) infiltration credit, B) balanced vs imbalanced systems, and C) adiabatic surfaces for SFA/MF buildings.
   .. [#] For a central fan integrated supply system, the flow rate should equal the amount of outdoor air provided to the distribution system.
   .. [#] 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.
+  .. [#] 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
 ~~~~~~~~~~~~~~~~~~~
@@ -1371,7 +1724,7 @@ If the specified system is a shared system (i.e., serving multiple dwelling unit
 
   .. [#] 1-FractionRecirculation is assumed to be the fraction of supply air that is provided from outside.
          The value must be 0 for exhaust only systems.
-  .. [#] InUnitFlowRate must also be < TestedFlowRate (or RatedFlowRate).
+  .. [#] InUnitFlowRate must also be < (RatedFlowRate or TestedFlowRate or CalculatedFlowRate or DeliveredVentilation).
   .. [#] PreHeating not allowed for exhaust only systems.
   .. [#] PreCooling not allowed for exhaust only systems.
 
@@ -1405,24 +1758,24 @@ HPXML Local Ventilation Fan
 Each kitchen range fan or bathroom fan that provides local ventilation is entered as a ``/HPXML/Building/BuildingDetails/Systems/MechanicalVentilation/VentilationFans/VentilationFan``.
 If not entered, the simulation will not include kitchen/bathroom fans.
 
-  ===========================  =======  =======  ===========  ========  ========  =============================
-  Element                      Type     Units    Constraints  Required  Default   Notes
-  ===========================  =======  =======  ===========  ========  ========  =============================
-  ``SystemIdentifier``         id                             Yes                 Unique identifier
-  ``UsedForLocalVentilation``  boolean           true         Yes                 Must be set to true
-  ``Quantity``                 integer           >= 0         No        See [#]_  Number of identical fans
-  ``RatedFlowRate``            double   cfm      >= 0         No        See [#]_  Flow rate
-  ``HoursInOperation``         double   hrs/day  0 - 24       No        See [#]_  Hours per day of operation
-  ``FanLocation``              string            See [#]_     Yes                 Location of the fan
-  ``FanPower``                 double   W        >= 0         No        See [#]_  Fan power
-  ``extension/StartHour``      integer           0 - 23       No        See [#]_  Daily start hour of operation
-  ===========================  =======  =======  ===========  ========  ========  =============================
+  =============================================================================================  =======  =======  ===========  ========  ========  =============================
+  Element                                                                                        Type     Units    Constraints  Required  Default   Notes
+  =============================================================================================  =======  =======  ===========  ========  ========  =============================
+  ``SystemIdentifier``                                                                           id                             Yes                 Unique identifier
+  ``UsedForLocalVentilation``                                                                    boolean           true         Yes                 Must be set to true
+  ``Quantity``                                                                                   integer           >= 0         No        See [#]_  Number of identical fans
+  ``RatedFlowRate`` or ``TestedFlowRate`` or ``CalculatedFlowRate`` or ``DeliveredVentilation``  double   cfm      >= 0         No        See [#]_  Flow rate
+  ``HoursInOperation``                                                                           double   hrs/day  0 - 24       No        See [#]_  Hours per day of operation
+  ``FanLocation``                                                                                string            See [#]_     Yes                 Location of the fan
+  ``FanPower``                                                                                   double   W        >= 0         No        See [#]_  Fan power
+  ``extension/StartHour``                                                                        integer           0 - 23       No        See [#]_  Daily start hour of operation
+  =============================================================================================  =======  =======  ===========  ========  ========  =============================
 
   .. [#] If Quantity not provided, defaults to 1 for kitchen fans and NumberofBathrooms for bath fans based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
-  .. [#] If RatedFlowRate not provided, defaults to 100 cfm for kitchen fans and 50 cfm for bath fans based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
+  .. [#] If flow rate not provided, defaults to 100 cfm for kitchen fans and 50 cfm for bath fans based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
   .. [#] If HoursInOperation not provided, defaults to 1 based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
   .. [#] FanLocation choices are "kitchen" or "bath".
-  .. [#] If FanPower not provided, defaults to 0.3 W/cfm * RatedFlowRate based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
+  .. [#] If FanPower not provided, defaults to 0.3 W/cfm based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
   .. [#] If StartHour not provided, defaults to 18 for kitchen fans and 7 for bath fans  based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
 
 HPXML Whole House Fan
@@ -1431,14 +1784,16 @@ HPXML Whole House Fan
 Each whole house fan that provides cooling load reduction is entered as a ``/HPXML/Building/BuildingDetails/Systems/MechanicalVentilation/VentilationFans/VentilationFan``.
 If not entered, the simulation will not include whole house fans.
 
-  =======================================  =======  =======  ===========  ========  ========  ==========================
-  Element                                  Type     Units    Constraints  Required  Default   Notes
-  =======================================  =======  =======  ===========  ========  ========  ==========================
-  ``SystemIdentifier``                     id                             Yes                 Unique identifier
-  ``UsedForSeasonalCoolingLoadReduction``  boolean           true         Yes                 Must be set to true
-  ``RatedFlowRate``                        double   cfm      >= 0         Yes                 Flow rate
-  ``FanPower``                             double   W        >= 0         Yes                 Fan power
-  =======================================  =======  =======  ===========  ========  ========  ==========================
+  =============================================================================================  =======  =======  ===========  ========  ======================  ==========================
+  Element                                                                                        Type     Units    Constraints  Required  Default                 Notes
+  =============================================================================================  =======  =======  ===========  ========  ======================  ==========================
+  ``SystemIdentifier``                                                                           id                             Yes                               Unique identifier
+  ``UsedForSeasonalCoolingLoadReduction``                                                        boolean           true         Yes                               Must be set to true
+  ``RatedFlowRate`` or ``TestedFlowRate`` or ``CalculatedFlowRate`` or ``DeliveredVentilation``  double   cfm      >= 0         No        ConditionedFloorArea*2  Flow rate
+  ``FanPower``                                                                                   double   W        >= 0         No        See [#]_                Fan power
+  =============================================================================================  =======  =======  ===========  ========  ======================  ==========================
+
+  .. [#] If FanPower not provided, defaults to 0.1 W/cfm.
 
 .. note::
 
@@ -1464,7 +1819,7 @@ 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", "other exterior", "other housing unit", "other heated space", "other multifamily buffer space", or "other non-freezing space".
+  .. [#] 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".
          See :ref:`hpxmllocations` for descriptions.
   .. [#] If Location not provided, defaults to the first present space type:
   
@@ -1481,22 +1836,26 @@ Conventional Storage
 
 If a conventional storage water heater is specified, additional information is entered in ``WaterHeatingSystem``.
 
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
-  Element                                        Type     Units         Constraints  Required  Default   Notes
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
-  ``FuelType``                                   string                 See [#]_     Yes                 Fuel type
-  ``TankVolume``                                 double   gal           > 0          No        See [#]_  Tank volume
-  ``HeatingCapacity``                            double   Btuh          > 0          No        See [#]_  Heating capacity
-  ``UniformEnergyFactor`` or ``EnergyFactor``    double   frac          < 1          Yes                 EnergyGuide label rated efficiency
-  ``FirstHourRating``                            double   gal/hr        > 0          See [#]_            EnergyGuide label first hour rating
-  ``RecoveryEfficiency``                         double   frac          0 - 1        No        See [#]_  Recovery efficiency
-  ``WaterHeaterInsulation/Jacket/JacketRValue``  double   F-ft2-hr/Btu  >= 0         No        0         R-value of additional tank insulation wrap
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
+  ================================================================  =================  =============  ===============  ========  ========  ====================================================
+  Element                                                           Type               Units          Constraints      Required  Default   Notes
+  ================================================================  =================  =============  ===============  ========  ========  ====================================================
+  ``FuelType``                                                      string                            See [#]_         Yes                 Fuel type
+  ``TankVolume``                                                    double             gal            > 0              No        See [#]_  Tank volume
+  ``HeatingCapacity``                                               double             Btuh           > 0              No        See [#]_  Heating capacity
+  ``UniformEnergyFactor`` or ``EnergyFactor`` or ``YearInstalled``  double or integer  frac or #      < 1 or > 1600    Yes       See [#]_  EnergyGuide label rated efficiency or Year installed
+  ``UsageBin`` or ``FirstHourRating``                               string or double   str or gal/hr  See [#]_ or > 0  No        See [#]_  EnergyGuide label usage bin/first hour rating
+  ``RecoveryEfficiency``                                            double             frac           0 - 1            No        See [#]_  Recovery efficiency
+  ``WaterHeaterInsulation/Jacket/JacketRValue``                     double             F-ft2-hr/Btu   >= 0             No        0         R-value of additional tank insulation wrap
+  ================================================================  =================  =============  ===============  ========  ========  ====================================================
   
   .. [#] 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 TankVolume not provided, defaults based on Table 8 in the `2014 BAHSP <https://www.energy.gov/sites/prod/files/2014/03/f13/house_simulation_protocols_2014.pdf>`_.
   .. [#] If HeatingCapacity not provided, defaults based on Table 8 in the `2014 BAHSP <https://www.energy.gov/sites/prod/files/2014/03/f13/house_simulation_protocols_2014.pdf>`_.
-  .. [#] FirstHourRating only required if UniformEnergyFactor provided.
+  .. [#] If UniformEnergyFactor and EnergyFactor not provided, defaults to EnergyFactor from the lookup table that can be found at ``HPXMLtoOpenStudio\resources\lu_water_heater_efficiency.csv`` based on YearInstalled.
+  .. [#] UsageBin choices are "very small", "low", "medium", or "high".
+  .. [#] UsageBin/FirstHourRating are only used for water heaters that use UniformEnergyFactor.
+         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.
   .. [#] 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
@@ -1524,18 +1883,21 @@ Heat Pump
 
 If a heat pump water heater is specified, additional information is entered in ``WaterHeatingSystem``.
 
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
-  Element                                        Type     Units         Constraints  Required  Default   Notes
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
-  ``FuelType``                                   string                 See [#]_     Yes                 Fuel type
-  ``TankVolume``                                 double   gal           > 0          Yes                 Tank volume
-  ``UniformEnergyFactor`` or ``EnergyFactor``    double   frac          > 1          Yes                 EnergyGuide label rated efficiency
-  ``FirstHourRating``                            double   gal/hr        > 0          See [#]_            EnergyGuide label first hour rating
-  ``WaterHeaterInsulation/Jacket/JacketRValue``  double   F-ft2-hr/Btu  >= 0         No        0         R-value of additional tank insulation wrap
-  =============================================  =======  ============  ===========  ========  ========  ==========================================
+  =============================================  ================  =============  ===============  ========  ========  =============================================
+  Element                                        Type              Units          Constraints      Required  Default   Notes
+  =============================================  ================  =============  ===============  ========  ========  =============================================
+  ``FuelType``                                   string                           See [#]_         Yes                 Fuel type
+  ``TankVolume``                                 double            gal            > 0              Yes                 Tank volume
+  ``UniformEnergyFactor`` or ``EnergyFactor``    double            frac           > 1              Yes                 EnergyGuide label rated efficiency
+  ``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
+  =============================================  ================  =============  ===============  ========  ========  =============================================
 
   .. [#] FuelType only choice is "electricity".
-  .. [#] FirstHourRating only required if UniformEnergyFactor provided.
+  .. [#] UsageBin choices are "very small", "low", "medium", or "high".
+  .. [#] UsageBin/FirstHourRating are only used for water heaters that use UniformEnergyFactor.
+         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.
 
 Combi Boiler w/ Storage
 ~~~~~~~~~~~~~~~~~~~~~~~
@@ -1698,8 +2060,19 @@ Each water fixture is entered as a ``/HPXML/Building/BuildingDetails/Systems/Wat
   .. [#] WaterFixtureType choices are "shower head" or "faucet".
   .. [#] LowFlow should be true if the fixture's flow rate (gpm) is <= 2.0.
 
-In addition, a ``/HPXML/Building/BuildingDetails/Systems/WaterHeating/extension/WaterFixturesUsageMultiplier`` can be optionally provided that scales hot water usage.
-if not provided, it is assumed to be 1.0.
+Additional information can be entered in ``/HPXML/Building/BuildingDetails/Systems/WaterHeating/``.
+
+  =====================================================  =======  =====  ===========  ========  ========  ===============================================
+  Element                                                Type     Units  Constraints  Required  Default   Notes
+  =====================================================  =======  =====  ===========  ========  ========  ===============================================
+  ``extension/WaterFixturesUsageMultiplier``             double          >= 0         No        1.0       Multiplier on hot water usage
+  ``extension/WaterFixturesWeekdayScheduleFractions``    array                        No        See [#]_  24 comma-separated weekday fractions
+  ``extension/WaterFixturesWeekendScheduleFractions``    array                        No                  24 comma-separated weekend fractions
+  ``extension/WaterFixturesMonthlyScheduleMultipliers``  array                        No        See [#]_  12 comma-separated monthly multipliers
+  =====================================================  =======  =====  ===========  ========  ========  ===============================================
+
+  .. [#] 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".
 
 HPXML Solar Thermal
 *******************
@@ -1741,22 +2114,23 @@ Detailed Inputs
 
 To define a detailed solar hot water system, additional information is entered in ``SolarThermalSystem``.
 
-  ===================================  =======  ============  ===========  ========  ========  ==============================
-  Element                              Type     Units         Constraints  Required  Default   Notes
-  ===================================  =======  ============  ===========  ========  ========  ==============================
-  ``CollectorArea``                    double   ft2           > 0          Yes                 Area
-  ``CollectorLoopType``                string                 See [#]_     Yes                 Loop type
-  ``CollectorType``                    string                 See [#]_     Yes                 System type
-  ``CollectorAzimuth``                 integer  deg           0 - 359      Yes                 Azimuth (clockwise from North)
-  ``CollectorTilt``                    double   deg           0 - 90       Yes                 Tilt relative to horizontal
-  ``CollectorRatedOpticalEfficiency``  double   frac          0 - 1        Yes                 Rated optical efficiency [#]_
-  ``CollectorRatedThermalLosses``      double   Btu/hr-ft2-R  > 0          Yes                 Rated thermal losses [#]_
-  ``StorageVolume``                    double   gal           > 0          No        See [#]_  Hot water storage volume
-  ``ConnectedTo``                      idref                  See [#]_     Yes                 Connected water heater
-  ===================================  =======  ============  ===========  ========  ========  ==============================
+  ================================================  =================  ================  ===================  ========  ========  ==============================
+  Element                                           Type               Units             Constraints          Required  Default   Notes
+  ================================================  =================  ================  ===================  ========  ========  ==============================
+  ``CollectorArea``                                 double             ft2               > 0                  Yes                 Area
+  ``CollectorLoopType``                             string                               See [#]_             Yes                 Loop type
+  ``CollectorType``                                 string                               See [#]_             Yes                 System type
+  ``CollectorAzimuth`` or ``CollectorOrientation``  integer or string  deg or direction  0 - 359 or See [#]_  Yes                 Direction panels face (clockwise from North)
+  ``CollectorTilt``                                 double             deg               0 - 90               Yes                 Tilt relative to horizontal
+  ``CollectorRatedOpticalEfficiency``               double             frac              0 - 1                Yes                 Rated optical efficiency [#]_
+  ``CollectorRatedThermalLosses``                   double             Btu/hr-ft2-R      > 0                  Yes                 Rated thermal losses [#]_
+  ``StorageVolume``                                 double             gal               > 0                  No        See [#]_  Hot water storage volume
+  ``ConnectedTo``                                   idref                                See [#]_             Yes                 Connected water heater
+  ================================================  =================  ================  ===================  ========  ========  ==============================
   
   .. [#] CollectorLoopType choices are "liquid indirect", "liquid direct", or "passive thermosyphon".
   .. [#] CollectorType choices are "single glazing black", "double glazing black", "evacuated tube", or "integrated collector storage".
+  .. [#] CollectorOrientation choices are "northeast", "east", "southeast", "south", "southwest", "west", "northwest", or "north"
   .. [#] CollectorRatedOpticalEfficiency is FRTA (y-intercept) from the `Directory of SRCC OG-100 Certified Solar Collector Ratings <https://solar-rating.org/programs/og-100-program/>`_.
   .. [#] CollectorRatedThermalLosses is FRUL (slope) from the `Directory of SRCC OG-100 Certified Solar Collector Ratings <https://solar-rating.org/programs/og-100-program/>`_.
   .. [#] If StorageVolume not provided, calculated as 1.5 gal/ft2 * CollectorArea.
@@ -1770,31 +2144,58 @@ If not entered, the simulation will not include photovoltaics.
 
 Many of the inputs are adopted from the `PVWatts model <https://pvwatts.nrel.gov>`_.
 
-  =======================================================  =================  =========  ===============  ========  ========  ============================================
-  Element                                                  Type               Units      Constraints      Required  Default   Notes
-  =======================================================  =================  =========  ===============  ========  ========  ============================================
-  ``SystemIdentifier``                                     id                                             Yes                 Unique identifier
-  ``IsSharedSystem``                                       boolean                                        No        false     Whether it serves multiple dwelling units
-  ``Location``                                             string                        See [#]_         No        roof      Mounting location
-  ``ModuleType``                                           string                        See [#]_         No        standard  Type of module
-  ``Tracking``                                             string                        See [#]_         No        fixed     Type of tracking
-  ``ArrayAzimuth``                                         integer            deg        0 - 359          Yes                 Direction panels face (clockwise from North)
-  ``ArrayTilt``                                            double             deg        0 - 90           Yes                 Tilt relative to horizontal
-  ``MaxPowerOutput``                                       double             W          >= 0             Yes                 Peak power
-  ``InverterEfficiency``                                   double             frac       0 - 1            No        0.96      Inverter efficiency
-  ``SystemLossesFraction`` or ``YearModulesManufactured``  double or integer  frac or #  0 - 1 or > 1600  No        0.14      System losses [#]_
-  ``extension/NumberofBedroomsServed``                     integer                       > 1              See [#]_            Number of bedrooms served
-  =======================================================  =================  =========  ===============  ========  ========  ============================================
+  =======================================================  =================  ================  ===================  ========  ========  ============================================
+  Element                                                  Type               Units             Constraints          Required  Default   Notes
+  =======================================================  =================  ================  ===================  ========  ========  ============================================
+  ``SystemIdentifier``                                     id                                                        Yes                 Unique identifier
+  ``IsSharedSystem``                                       boolean                                                   No        false     Whether it serves multiple dwelling units
+  ``Location``                                             string                               See [#]_             No        roof      Mounting location
+  ``ModuleType``                                           string                               See [#]_             No        standard  Type of module
+  ``Tracking``                                             string                               See [#]_             No        fixed     Type of tracking
+  ``ArrayAzimuth`` or ``ArrayOrientation``                 integer or string  deg or direction  0 - 359 or See [#]_  Yes                 Direction panels face (clockwise from North)
+  ``ArrayTilt``                                            double             deg               0 - 90               Yes                 Tilt relative to horizontal
+  ``MaxPowerOutput``                                       double             W                 >= 0                 Yes                 Peak power
+  ``InverterEfficiency``                                   double             frac              0 - 1 [#]_           No        0.96      Inverter efficiency
+  ``SystemLossesFraction`` or ``YearModulesManufactured``  double or integer  frac or #         0 - 1 or > 1600      No        0.14      System losses [#]_
+  ``extension/NumberofBedroomsServed``                     integer                              > 1                  See [#]_            Number of bedrooms served
+  =======================================================  =================  ================  ===================  ========  ========  ============================================
   
   .. [#] Location choices are "ground" or "roof" mounted.
   .. [#] 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"
+  .. [#] For homes with multiple PV arrays, all InverterEfficiency elements must have the same value.
   .. [#] System losses due to soiling, shading, snow, mismatch, wiring, degradation, etc.
          If YearModulesManufactured provided but not SystemLossesFraction, system losses calculated as:
          SystemLossesFraction = 1.0 - (1.0 - 0.14) * (1.0 - (1.0 - 0.995^(CurrentYear - YearModulesManufactured))).
   .. [#] NumberofBedroomsServed only required if IsSharedSystem is true, in which case it must be > NumberofBedrooms.
          PV generation will be apportioned to the dwelling unit using its number of bedrooms divided by the total number of bedrooms served by the PV system.
 
+HPXML Batteries
+***************
+
+A single battery can be entered as a ``/HPXML/Building/BuildingDetails/Systems/Batteries/Battery``.
+If not entered, the simulation will not include batteries.
+
+  ====================================================  =======  =========  ===========  ========  ========  ============================================
+  Element                                               Type     Units      Constraints  Required  Default   Notes
+  ====================================================  =======  =========  ===========  ========  ========  ============================================
+  ``SystemIdentifier``                                  id                               Yes                 Unique identifier
+  ``Location``                                          string              See [#]_     No        outside   Location
+  ``BatteryType``                                       string              See [#]_     Yes                 Battery type
+  ``NominalCapacity[Units="kWh" or Units="Ah"]/Value``  double   kWh or Ah  >= 0         No        See [#]_  Nominal (not usable) capacity
+  ``RatedPowerOutput``                                  double   W          >= 0         No        See [#]_  Rated power output
+  ``NominalVoltage``                                    double   V          >= 0         No        50        Nominal voltage
+  ``extension/LifetimeModel``                           string              See [#]_     No        None      Lifetime model [#]_
+  ====================================================  =======  =========  ===========  ========  ========  ============================================
+
+  .. [#] Location choices are "living space", "basement - conditioned", "basement - unconditioned", "crawlspace - vented", "crawlspace - unvented", "crawlspace - conditioned", "attic - vented", "attic - unvented", "garage", or "outside".
+  .. [#] BatteryType choices are "Li-ion".
+  .. [#] NominalCapacity is defaulted to 10 kWh if RatedPowerOutput is not specified; otherwise it is calculated as (RatedPowerOutput / 1000) / 0.5.
+  .. [#] RatedPowerOutput is defaulted to 5000 W if NominalCapacity is not specified; otherwise it is calculated as NominalCapacity * 1000 * 0.5.
+  .. [#] LifetimeModel choices are "None" or "KandlerSmith".
+  .. [#] See the "Lifetime Model" `EnergyPlus documentation <https://bigladdersoftware.com/epx/docs/9-6/input-output-reference/group-electric-load-center-generator.html#liion-lifetime-model>`_ for more information.
+
 HPXML Generators
 ****************
 
@@ -1841,6 +2242,9 @@ If not entered, the simulation will not include a clothes washer.
   ``IntegratedModifiedEnergyFactor`` or ``ModifiedEnergyFactor``  double   ft3/kWh/cyc  > 0          No        See [#]_      EnergyGuide label efficiency [#]_
   ``AttachedToWaterHeatingSystem``                                idref                 See [#]_     See [#]_                ID of attached water heater
   ``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.
@@ -1858,6 +2262,8 @@ If not entered, the simulation will not include a clothes washer.
          IMEF = (MEF - 0.503) / 0.95.
   .. [#] AttachedToWaterHeatingSystem must reference a ``WaterHeatingSystem``.
   .. [#] AttachedToWaterHeatingSystem only required if IsSharedAppliance is true.
+  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 17 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.009, 0.007, 0.004, 0.004, 0.007, 0.011, 0.022, 0.049, 0.073, 0.086, 0.084, 0.075, 0.067, 0.060, 0.049, 0.052, 0.050, 0.049, 0.049, 0.049, 0.049, 0.047, 0.032, 0.017".
+  .. [#] 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: "1.011, 1.002, 1.022, 1.020, 1.022, 0.996, 0.999, 0.999, 0.996, 0.964, 0.959, 1.011".
 
 If IntegratedModifiedEnergyFactor or ModifiedEnergyFactor is provided, a complete set of EnergyGuide label information is entered in ``ClothesWasher``.
 
@@ -1888,9 +2294,12 @@ If not entered, the simulation will not include a clothes dryer.
   ``Location``                                  string           See [#]_     No        living space  Location
   ``FuelType``                                  string           See [#]_     Yes                     Fuel type
   ``CombinedEnergyFactor`` or ``EnergyFactor``  double   lb/kWh  > 0          No        See [#]_      EnergyGuide label 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/IsVented``                        boolean                       No        true          Whether dryer is vented
-  ``extension/VentedFlowRate``                  double   cfm     >= 0         See [#]_  100 [#]_      Exhust flow rate during operation
+  ``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.
@@ -1901,8 +2310,9 @@ If not entered, the simulation will not include a clothes dryer.
          CombinedEnergyFactor = 3.01.
   .. [#] If EnergyFactor (EF) provided instead of CombinedEnergyFactor (CEF), it will be converted using the following equation based on the `Interpretation on ANSI/RESNET/ICC 301-2014 Clothes Dryer CEF <https://www.resnet.us/wp-content/uploads/No.-301-2014-10-Section-4.2.2.5.2.8-Clothes-Dryer-CEF-Rating.pdf>`_:
          CEF = EF / 1.15.
-  .. [#] VentedFlowRate only required if IsVented is true.
   .. [#] VentedFlowRate 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 18 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.010, 0.006, 0.004, 0.002, 0.004, 0.006, 0.016, 0.032, 0.048, 0.068, 0.078, 0.081, 0.074, 0.067, 0.057, 0.061, 0.055, 0.054, 0.051, 0.051, 0.052, 0.054, 0.044, 0.024".
+  .. [#] 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".
 
 Clothes dryer energy use is calculated per the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 Addendum A <https://www.resnet.us/wp-content/uploads/ANSI_RESNET_ICC-301-2019-Addendum-A-2019_7.16.20-1.pdf>`_.
 
@@ -1921,6 +2331,9 @@ If not entered, the simulation will not include a dishwasher.
   ``RatedAnnualkWh`` or ``EnergyFactor``        double   kWh/yr or #  > 0          No        See [#]_      EnergyGuide label consumption/efficiency [#]_
   ``AttachedToWaterHeatingSystem``              idref                 See [#]_     See [#]_                ID of attached water heater
   ``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.
@@ -1937,6 +2350,8 @@ If not entered, the simulation will not include a dishwasher.
          RatedAnnualkWh = 215.0 / EF.
   .. [#] AttachedToWaterHeatingSystem must reference a ``WaterHeatingSystem``.
   .. [#] AttachedToWaterHeatingSystem only required if IsSharedAppliance is true.
+  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided (and :ref:`detailedschedules` not used), default values from Figure 21 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "0.015, 0.007, 0.005, 0.003, 0.003, 0.010, 0.020, 0.031, 0.058, 0.065, 0.056, 0.048, 0.041, 0.046, 0.036, 0.038, 0.038, 0.049, 0.087, 0.111, 0.090, 0.067, 0.044, 0.031".
+  .. [#] 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: "1.097, 1.097, 0.991, 0.987, 0.991, 0.890, 0.896, 0.896, 0.890, 1.085, 1.085, 1.097".
 
 If the RatedAnnualkWh or EnergyFactor is provided, a complete set of EnergyGuide label information is entered in ``Dishwasher``.
 
@@ -1963,7 +2378,7 @@ If not entered, the simulation will not include a refrigerator.
   =====================================================  =======  ======  ===========  ========  ========  ======================================
   ``SystemIdentifier``                                   id                            Yes                 Unique identifier
   ``Location``                                           string           See [#]_     No        See [#]_  Location
-  ``RatedAnnualkWh`` or ``extension/AdjustedAnnualkWh``  double   kWh/yr  > 0          No        See [#]_  Annual consumption
+  ``RatedAnnualkWh``                                     double   kWh/yr  > 0          No        See [#]_  Annual consumption
   ``PrimaryIndicator``                                   boolean                       See [#]_            Primary refrigerator?
   ``extension/UsageMultiplier``                          double           >= 0         No        1.0       Multiplier on energy use
   ``extension/WeekdayScheduleFractions``                 array                         No        See [#]_  24 comma-separated weekday fractions
@@ -1975,11 +2390,11 @@ If not entered, the simulation will not include a refrigerator.
          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 neither RatedAnnualkWh nor AdjustedAnnualkWh 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>`_:
+  .. [#] 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.
-  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided, 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, 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".
+  .. [#] 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".
 
 HPXML Freezers
 **************
@@ -1992,7 +2407,7 @@ If not entered, the simulation will not include a standalone freezer.
   =====================================================  ======  ======  ===========  ========  ==========  ======================================
   ``SystemIdentifier``                                   id                           Yes                   Unique identifier
   ``Location``                                           string          See [#]_     No        See [#]_    Location
-  ``RatedAnnualkWh`` or ``extension/AdjustedAnnualkWh``  double  kWh/yr  > 0          No        319.8 [#]_  Annual consumption
+  ``RatedAnnualkWh``                                     double  kWh/yr  > 0          No        319.8 [#]_  Annual consumption
   ``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
@@ -2003,8 +2418,8 @@ If not entered, the simulation will not include a standalone freezer.
          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".
   .. [#] 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, 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, 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".
+  .. [#] 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".
 
 HPXML Dehumidifier
 ******************
@@ -2056,8 +2471,8 @@ If not entered, the simulation will not include a cooking range/oven.
   .. [#] 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".
          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, 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".
-  .. [#] If MonthlyScheduleMultipliers not provided, default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used: "1.097, 1.097, 0.991, 0.987, 0.991, 0.890, 0.896, 0.896, 0.890, 1.085, 1.085, 1.097".
+  .. [#] 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".
+  .. [#] 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: "1.097, 1.097, 0.991, 0.987, 0.991, 0.890, 0.896, 0.896, 0.890, 1.085, 1.085, 1.097".
 
 If a cooking range is specified, a single oven is also entered as a ``/HPXML/Building/BuildingDetails/Appliances/Oven``.
 
@@ -2120,9 +2535,9 @@ Additional information is entered in ``Lighting``.
   ``extension/ExteriorHolidayLighting``             element          0 - 1        No        <none>    Presence of additional holiday lighting?
   ================================================  =======  ======  ===========  ========  ========  ===============================================
 
-  .. [#] If *interior* schedule values not provided, they will be calculated using Lighting Calculation Option 2 (location-dependent lighting profile) of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
-  .. [#] If *garage* schedule values not provided, they will be defaulted using Appendix C Table 8 of the `Title 24 2016 Res. ACM Manual <https://ww2.energy.ca.gov/2015publications/CEC-400-2015-024/CEC-400-2015-024-CMF-REV2.pdf>`_.
-  .. [#] If *exterior* schedule values not provided, they will be defaulted using Appendix C Table 8 of the `Title 24 2016 Res. ACM Manual <https://ww2.energy.ca.gov/2015publications/CEC-400-2015-024/CEC-400-2015-024-CMF-REV2.pdf>`_.
+  .. [#] If *interior* schedule values not provided (and :ref:`detailedschedules` not used), they will be calculated using Lighting Calculation Option 2 (location-dependent lighting profile) of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_.
+  .. [#] If *garage* schedule values not provided (and :ref:`detailedschedules` not used), they will be defaulted using Appendix C Table 8 of the `Title 24 2016 Res. ACM Manual <https://ww2.energy.ca.gov/2015publications/CEC-400-2015-024/CEC-400-2015-024-CMF-REV2.pdf>`_.
+  .. [#] If *exterior* schedule values not provided (and :ref:`detailedschedules` not used), they will be defaulted using Appendix C Table 8 of the `Title 24 2016 Res. ACM Manual <https://ww2.energy.ca.gov/2015publications/CEC-400-2015-024/CEC-400-2015-024-CMF-REV2.pdf>`_.
 
 If exterior holiday lighting is specified, additional information is entered in ``extension/ExteriorHolidayLighting``.
 
@@ -2139,7 +2554,7 @@ If exterior holiday lighting is specified, additional information is entered in
   ===============================  =======  =======  ===========  ========  =============  ============================================
 
   .. [#] If Value not provided, defaults to 1.1 for single-family detached and 0.55 for others.
-  .. [#] If WeekdayScheduleFractions not provided, defaults to "0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0.008, 0.098, 0.168, 0.194, 0.284, 0.192, 0.037, 0.019".
+  .. [#] If WeekdayScheduleFractions not provided (and :ref:`detailedschedules` not used), defaults to "0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0.008, 0.098, 0.168, 0.194, 0.284, 0.192, 0.037, 0.019".
 
 Interior, exterior, and garage lighting energy use is calculated per the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
 
@@ -2155,10 +2570,15 @@ If not entered, the simulation will not include a ceiling fan.
   ``SystemIdentifier``                       id                             Yes                 Unique identifier
   ``Airflow[FanSpeed="medium"]/Efficiency``  double   cfm/W    > 0          No        See [#]_  Efficiency at medium speed
   ``Quantity``                               integer           > 0          No        See [#]_  Number of similar ceiling fans
+  ``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
   =========================================  =======  =======  ===========  ========  ========  ==============================
 
   .. [#] If Efficiency not provided, defaults to 3000 / 42.6 based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
   .. [#] If Quantity not provided, defaults to NumberofBedrooms + 1 based on `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
+  .. [#] 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: "0.057, 0.057, 0.057, 0.057, 0.057, 0.057, 0.057, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.024, 0.057, 0.057, 0.057, 0.057, 0.057, 0.057".
+  .. [#] If MonthlyScheduleMultipliers not provided (and :ref:`detailedschedules` not used), defaults based on monthly average outdoor temperatures per `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_
 
 Ceiling fan energy use is calculated per the Energy Rating Rated Home in `ANSI/RESNET/ICC 301-2019 <https://codes.iccsafe.org/content/RESNETICC3012019>`_.
 
@@ -2207,8 +2627,8 @@ If not entered, the simulation will not include a pool heater.
   .. [#] 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 pool pump.
   .. [#] If Value not provided, defaults based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_: 158.5 / 0.070 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.35 * ConditionedFloorArea / 1920).
-  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided, 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, 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".
+  .. [#] 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".
 
 Pool Heater
 ~~~~~~~~~~~
@@ -2236,8 +2656,8 @@ If not entered, the simulation will not include a pool heater.
          - **electric resistance**: 8.3 / 0.004 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.35 * ConditionedFloorArea / 1920) (based on the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_)
          - **heat pump**: (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 WeekdayScheduleFractions or WeekendScheduleFractions not provided, 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, 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".
+  .. [#] 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
 **************
@@ -2276,8 +2696,8 @@ If not entered, the simulation will not include a hot tub pump.
   .. [#] 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 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 + 0.35 * ConditionedFloorArea / 1920).
-  .. [#] If WeekdayScheduleFractions or WeekendScheduleFractions not provided, 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, 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".
+  .. [#] 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
 ~~~~~~~~~~~~~~
@@ -2305,8 +2725,8 @@ If not entered, the simulation will not include a hot tub heater.
          - **electric resistance [kWh/year]**: 49.0 / 0.048 * (0.5 + 0.25 * NumberofBedrooms / 3 + 0.35 * 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 WeekdayScheduleFractions or WeekendScheduleFractions not provided, 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, 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".
+  .. [#] 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".
 
 HPXML Misc Loads
 ----------------
@@ -2360,21 +2780,21 @@ If not entered, the simulation will not include that type of plug load.
          - **well pump**: 0.0
          - **electric vehicle charging**: 0.0
 
-  .. [#] If WeekdayScheduleFractions not provided, defaults as:
+  .. [#] 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, defaults as:
+  .. [#] 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, defaults as:
+  .. [#] 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>`_)
@@ -2415,13 +2835,13 @@ If not entered, the simulation will not include that type of fuel load.
   .. [#] 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, default values from Figure 23 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
+  .. [#] 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, default values from Figure 24 of the `2010 BAHSP <https://www1.eere.energy.gov/buildings/publications/pdfs/building_america/house_simulation.pdf>`_ are used:
+  .. [#] 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";
@@ -2439,13 +2859,14 @@ The various locations used in an HPXML file are defined as follows:
   ==============================  =======================================================  =======================================  =============
   outside                         Ambient environment                                      Weather data                             Any
   ground                                                                                   EnergyPlus calculation                   Any
-  living space                    Above-grade conditioned floor area                       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 floor area                       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