Project Costs & Savings
Financial Parameters
Financial Results
Annual $ Savings
$/year
Simple Payback
years
NPV (Discounted)
$
Lifetime Savings
$ undiscounted
Cumulative Cash Flow by Year
YearAnnual SavingsCumulative SavingsNet PositionDiscounted NPV
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About This Calculator

This calculator evaluates the financial case for an HVAC energy-efficiency investment. Enter the project cost, annual energy savings, electricity rate, any operations-and-maintenance savings, and a utility rebate, then set an analysis period and discount rate. It returns annual dollar savings, simple payback, discounted net present value (NPV), and total lifetime savings, plus a year-by-year cumulative cash-flow table.

Simple payback answers “how fast do I get my money back,” while NPV answers “is this worth more than my cost of capital over the equipment life.” Looking at both keeps a quick-payback bias from overlooking long-lived measures that compound value over time.

Formula & Method
Net costnet = project cost − rebate
Annual savings$ = (kWh × rate) + O&M savings
Simple paybackyears = net cost ÷ annual savings
NPVNPV = −net cost + Σ [ savings ÷ (1 + r)t ]
Lifetime savingsundiscounted = annual savings × analysis years

The method uses standard life-cycle cost relationships: simple payback as net cost ÷ annual savings, and NPV as the sum of discounted annual cash flows over the analysis period at the discount rate r, less the up-front net cost. A positive NPV indicates the project earns more than the discount rate. The model holds savings and rate constant year to year and does not include inflation or escalation.

Frequently Asked Questions
What is simple payback and how is it calculated?
Simple payback is the number of years for accumulated savings to repay the net project cost. This tool computes it as net cost divided by annual savings, where net cost is equipment cost minus any rebate, and annual savings is energy savings (kWh times the electricity rate) plus operations-and-maintenance savings. It ignores the time value of money, so it is a quick screen rather than a full financial measure.
How is NPV different from simple payback?
Net present value discounts each year of future savings back to today using your discount rate, then subtracts the up-front net cost. A positive NPV means the investment beats the discount rate over the analysis period. Unlike simple payback, NPV accounts for the time value of money and the full project life, so a project with a longer payback can still have a strong positive NPV.
What payback is considered good for an HVAC efficiency project?
As a rough guide, a simple payback of five years or less is generally excellent, five to ten years is acceptable, and more than ten years is long and may need rebates or a longer-life justification. This tool flags the result in those bands. The right threshold depends on the owner, equipment life, and the cost of capital.
How do rebates and O&M savings affect the result?
A utility rebate is subtracted from the project cost, lowering the net investment and shortening payback. Operations-and-maintenance savings are added to the annual energy savings, increasing the yearly cash flow. Both improve payback and NPV, which is why capturing available incentives and maintenance reductions matters when evaluating an efficiency upgrade.
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Results are design estimates for preliminary sizing. Verify final designs against applicable codes and standards — engineering judgment and a licensed professional engineer’s review are required.