HVAC Replacement Analysis Software

Is replacing this unit worth it? Optima answers with an hour-by-hour simulation: annual savings, payback period and CO₂ avoided, not rules of thumb.

What is a replacement analysis?

A replacement analysis compares the total operating cost of an existing HVAC unit (energy, maintenance, operation) against one or more replacement scenarios, over a full year of real operation. The result: how much the replacement saves per year, how many years it takes to pay for itself, and how much CO₂ it avoids.

It's a different exercise from design or sizing. Building simulation tools (EnergyPlus, HAP, TRACE) and project screening tools (RETScreen) are not built to produce a replacement business case quickly, and Excel breaks down as soon as you want real weather and performance curves. That is exactly Optima's niche.

What the method accounts for

Real hourly weather

8,760 hours of real weather data for the building’s exact location, not seasonal averages or degree-day shortcuts.

Performance curves

A heat pump’s COP drops with cold and defrost. Optima uses real equipment curves, not a single nameplate efficiency.

Actual tariffs

Upload a gas or electricity bill: tariffs are extracted automatically and applied to the simulation.

Full costs

Energy, maintenance and operating costs of the existing equipment versus the replacement: the complete financial picture.

How Optima runs the analysis

01

Describe the building and existing equipment

Location, load, the unit in place and its current operating costs.

02

Pick the replacement scenarios

One or several candidate units: heat pump, high-efficiency RTU, dual-energy.

03

Optima simulates a full year, hour by hour

Real weather, performance curves and actual tariffs applied across all 8,760 hours.

04

Present the case

Savings, payback and CO₂ in a professional PDF report, about 5 minutes end to end.

What you get

Annual dollar savings
Payback period
CO₂ avoided per year
Client-ready professional PDF report

Frequently asked questions

What is HVAC replacement analysis software?
It answers one precise question: is replacing an existing HVAC unit worth it? It compares the total operating cost of the equipment in place against one or more replacement scenarios, then computes annual savings, payback period and CO₂ avoided. Optima specializes in this analysis for commercial, institutional and multi-residential buildings.
How is it different from energy modeling software like EnergyPlus?
EnergyPlus, HAP or TRACE are design and sizing tools: powerful engineering software, but slow and complex for building a replacement business case. Optima starts from the real existing equipment and simulates its replacement hour by hour to deliver a complete financial case in about 5 minutes.
Which equipment can Optima analyze?
Heat pumps, rooftop units (RTU), dual-energy systems and conventional heating and cooling systems. You can compare an existing unit against one or several replacement scenarios, for example a gas RTU against a heat-pump RTU.
What are the calculations based on?
An hour-by-hour simulation of a full year: real hourly weather data for any location, equipment performance curves (a heat pump’s COP varies with outdoor temperature, defrost included) and actual energy tariffs, extracted automatically from an uploaded gas or electricity bill.

See a real replacement analysis

Demo on one of your buildings: existing equipment, replacement scenarios, complete business case.