I think about this in 4 main steps:
- Determine rated efficiency & capacity
- Determine fan power info
- Determine efficiency/capacity after
subtracting fan power
- Review/adjust part-load performance
Step 1 is usually straightforward.
Step 2 is usually easy enough to get reasonable data for fan power at various airflow and static pressure conditions. Smaller DX/HP equipment doesn't always provide this. However, I can't think of any manufacturer that provides fan power data at AHRI rated conditions (and AHRI doesn't require separate measurement/reporting), so it's not technically correct.
Step 3 applies some formulae that appear to be commonly used, but old, varied and can't possibly be accurate across a wide range of equipment. I posted a question about this last year here. It's pretty disappointing that we still don't have a reliable industry-wide solution for this.
Step 4 is something we rarely do because it's time consuming and hard to get good enough manufacturer data to do it right. The idea would be to compare the efficiency/capacity calculated by one or more default performance curve sets to manufacturer provided conditions are various part-load points, and adjust curve coefficients so that they align more closely. The curves are provided in the software we use, and I believe are from the same collection that's been floating around the industry since DOE2.2 was developed. This is an increasingly important issue because codes such as Title 24 are getting more stringent performance-wise that designs need to get creative on the types of DX and HPs selected. If you select equipment with an invert-driven compressor and EC motor, you'd rely on the performance curves to reflect those benefits across the part-load range. However, the curves are pre-selected based on equipment type from a dropdown menu. There's no way to reflect those savings when there's one curve set and you can only adjust the rated efficiency. Even part-load efficiency like IEER is a user input to the software, yet is only there to check for compliance and doesn't actually affect the simulation.
EDIT: Side note that VRF introduces even more issues than I described above, and it's laughable how much the "generic" EnergyPlus curves that most software tools use vary from manufacturer published data or manufacturer-provided curve sets.