| Mature-tree cooling anchor | 5.0% per tree | Simpson & McPherson (1998), 254 Sacramento residential properties: modeled mean 7.1% cooling energy per program tree. | Reduced to 5% as a screening anchor before placement and building factors; not a claimed universal average. |
| Uncertainty multipliers | 0.65 / 1.00 / 1.35 | Simpson & McPherson (1996), California climates and insulation levels: three trees produced a wide 10%–50% cooling range. | Symmetric planning range chosen by this calculator; not coefficients published by the study. |
| Direction | W 1.20; SW 1.10; E 0.85; S 0.65; SE 0.60; NW 0.55; N 0.25; NE 0.35 | Simpson & McPherson (1996): west ranked highest, followed by southwest and east in California simulations. | Numeric weights are transparent ordinal adaptations; exact solar geometry is not modeled. |
| Distance | 1.00 through 20 ft; declines linearly to 0 at 60 ft | USDA/i-Tree Methods GTR-NRS-200-2021: direct building-energy effect is zero beyond 18 m (about 60 ft). | 20-ft full-effect plateau and linear decline are calculator simplifications. |
| Growth and shade | Annual linear size growth; shade scale = size1.3 | i-Tree Design Methods (2014): estimates height for each forecast year from growth; species, condition and sun inform growth. | Linear growth and exponent 1.3 replace species growth equations when species is unknown. |
| DBH height proxy | 6 ft + 2 × DBH in inches, limited at mature height | i-Tree uses species equations to derive height and crown width from diameter. | This deliberately simple proxy is used only when the user supplies DBH without species; entering measured height is preferred. |
| Mature geometry | √[(height ÷ 40 ft) × (crown width ÷ 30 ft)], limited to 0.65–1.25 | USDA/i-Tree Methods GTR-NRS-200-2021 uses tree height and size class in building-energy effects. | 40-ft height, 30-ft crown, and limits are calculator reference values replacing species geometry. |
| Foliage cooling | Deciduous 0.95; evergreen 1.00; semi-deciduous 0.90 | i-Tree methods use leaf type for energy effects. | Relative numeric weights are calculator assumptions; crown density is entered separately. |
| Crown density | Open 0.70; moderate 0.90; dense 1.00 | i-Tree uses percentage canopy missing and condition to adjust energy effects. | Three simplified user categories. |
| Condition | 0.5 + 0.5 × condition; good 1.00, fair 0.875, poor 0.75 | USDA/i-Tree Methods GTR-NRS-200-2021 publishes this energy adjustment. | Good/fair/poor map to condition values 1.0/0.75/0.5. |
| Sun exposure | Full 1.00; partial 0.85; limited 0.65 | i-Tree Design Methods (2014): sunlight exposure adjusts growth rate. | Three simplified multipliers used to slow progress toward maturity. |
| Climate cooling | Cold 0.65; mild 0.80; mixed 1.00; hot-humid 1.12; hot-dry 1.18 | Simpson & McPherson (1996): absolute AC savings were larger in warmer climates; i-Tree assigns climate regions. | Relative numeric weights are broad calculator assumptions, not local weather files. |
| Building exposure | Low 0.82; typical 1.00; high 1.18 | Simpson & McPherson (1996): insulation level changed savings. | Broad user-selected proxy for envelope and remaining solar exposure. |
| Optional surface refinement | Average entered coverage ÷ 35%, limited to 0.80–1.20 | DOE Energy Saver identifies windows, roofs, walls, and outdoor equipment as relevant shade targets. | 35% reference and ±20% limit are calculator safeguards; placement remains primary. |
| Multiple trees and cap | Compounded effect; maximum 30% | Simpson & McPherson (1996) reported 10%–50% for three trees. | Compounding avoids simple double counting; 30% screening cap is deliberately below the study maximum. |
| Winter solar penalty | 1.2% heating cost/tree before factors; deciduous 0.25, semi 0.65, evergreen 1.00 | Simpson & McPherson (1998): 1.9% annual heating-load increase per tree; i-Tree notes evergreen winter shade is greater. | Lower 1.2% anchor plus direction, climate, size and foliage; beneficial windbreaks are excluded. |
| Survival | (1 − annual mortality)year | i-Tree forecasting supports mortality assumptions. | Constant annual mortality; replacement planting is not modeled. |
| Emissions | U.S. 0.350; example regions 0.195–0.416 kg CO2e/kWh | EPA eGRID2023 revision 2, released June 12, 2025: total-output CO2e rates by subregion, converted from lb/MWh. | Recognized examples use broad eGRID subregions; boundaries can cross ZIP areas, so verify with EPA Power Profiler or the supplier. |
| Electric rate | 0.173 USD/kWh | U.S. EIA Electric Power Monthly, February 2026: preliminary 2025 U.S. residential average 17.30¢/kWh. | U.S. default only; city/ZIP examples provide broad editable regional presets, not utility tariffs. |