HVAC procedures and forms manual: 2nd

INTRODUCTION ......................................................................................................................................... ix CHAPTER 1 HVAC Testing and Balancing Procedures and Forms .................................................................... i Air Balance Test Reports ............................................................................................................. 1 General Procedure for Balancing ...................................................................................... 3 Equipment Test Reports .................................................................................................... 11 Air Balancing Procedure ................................................................................................... 12 Testing and Balancing Report Cover.............................................................................. 13 Fan Test Report ................................................................................................................... 16 Outlet Air Balance Report ................................................................................................ 18 HVAC Systems Recap Sheet ............................................................................................ 20 Pitot Tube Traverse, Rectangular Duct .......................................................................... 22 Pitot Tube Traverse, Small Round Ducts ...................................................................... 24 Pitot Tube Traverse, Large Round Ducts ...................................................................... 26 Hydronic Balancing Procedures and Reports ...................................................................... 28 Hydronic Balancing Procedure ........................................................................................ 28 Pump Test Report .............................................................................................................. 32 Water Balance Report, Pressure Differential ................................................................. 34 Water Balance Report, Temperature Differential ......................................................... 36 Chiller Test Reports ........................................................................................................... 38 CHAPTER 2 HVAC Energy Auditing Procedures and Forms ........................................................................... 41 Sample Commercial Audit Procedures and Forms ............................................................ 41 Energy Audit Procedures .................................................................................................. 41 In Depth Energy Audit Procedure .................................................................................. 42 Readings Required for Thorough HVAC Audit of System ....................................... 46 Average Annual Energy Performance in Btu’s Per Square Feet .............................. 48 Sample Audit and Forms ................................................................................................. 49 Drawing of Suburban Office Building ........................................................................... 50 HVAC Energy Auditing Report Cover .......................................................................... 51 Building and System Description ................................................................................... 52 Electrical Consumption History ...................................................................................... 56 Equipment Schedules ........................................................................................................ 58 Electrical Consumption Graphs....................................................................................... 60 Equipment Test Reports .................................................................................................... 62 Electrical Loads Per System ............................................................................................. 66 Electrical Loads Project Recap ......................................................................................... 68 Heat Loss Calculation, Seasonal...................................................................................... 70 Cooling Load Calculation, Seasonal ............................................................................... 72 vi Peak Heating, Cooling and CFM Per Area .................................................................. 74 Energy Cost and Btu Profiles .......................................................................................... 76 Residential Audits ...................................................................................................................... 78 Energy Consumption History .......................................................................................... 78 Outside Wall Energy Evaluation ..................................................................................... 80 Ceiling and Roof Energy Evaluation ............................................................................. 82 Windows and Doors .......................................................................................................... 83 Cold Floor Energy Evaluation ......................................................................................... 84 CHAPTER 3 Indoor Air Quality Procedures and Forms .................................................................................... 85 Problems ....................................................................................................................................... 85 Specific Causes of Indoor Pollution ......................................................................................... 86 Testing, Setting and Controlling Outside Air ........................................................................ 88 Carbon Dioxide Levels ............................................................................................................... 89 Indoor Air Quality Instruments and Testing ......................................................................... 90 Humidity ...................................................................................................................................... 90 Particulate Contaminants ........................................................................................................... 91 Formulas ....................................................................................................................................... 93 Indoor Air Quality Report ......................................................................................................... 95 Building Ventilation and Pressure Report .............................................................................. 96 CHAPTER 4 Engineering Calculation Procedures and Forms .......................................................................... 97 Heat Loss Calculation Form ...................................................................................................... 98 Cool Load Calculation Form ................................................................................................... 100 Peak Heating/Cooling/CFM Per Area ................................................................................. 102 CHAPTER 5 HVAC Cost Estimating Procedures and Forms ........................................................................... 105 Introduction ................................................................................................................................ 105 Sheet Metal Estimating ............................................................................................................. 106 Requirements of a Good Sheet Metal Estimator ....................................................... 106 Efficient Estimating Procedures ..................................................................................... 112 Estimating Procedure Diagram ..................................................................................... 115 Scope of Complete Sheet Metal Estimate.................................................................... 116 General Estimating Forms for Both Sheet Metal and Piping ....................................... 117 Estimate Coversheet ........................................................................................................ 117 Job Description and Budget Costs ................................................................................ 118 Bid Checkoff Sheet........................................................................ ................................... 120 Quotation Call List and Price Comparison ................................................................ 124 Quantity Takeoff and Extension Sheet ......................................................................... 126 Estimate Summary Sheet ................................................................................................ 128 Telephone Quotation........................................................................................................ 130 Bid Recap Sheet ................................................................................................................ 132 Bidding Record ................................................................................................................. 134 vii Calculating Labor Costs Per Hour ............................................................................... 136 Company Markup Calculation Sheet ........................................................................... 138 Duct Takeoff and Extension Sheets ..................................................................................... 140 Per Piece Duct Takeoff Sheet ......................................................................................... 142 Per Pound Duct Takeoff Sheet ...................................................................................... 143 Piping Estimating ..................................................................................................................... 144 Requirements of a Good Piping Estimator ................................................................. 144 Piping Takeoff Sheet ........................................................................................................ 150 Computerized Estimating .......................... ....................................................................152 CHAPTER 6 Hitting Home Runs in Technical Management Introduction ................................................................................................................................ 157 Faced with A Multitude of Problems .................................................................................... 158 Understand What Constitutes A Problem ............................................................................ 162 Multiplicity Thinking; Avoid Partial Views .......................................................................... 164 Be Acutely Aware of the Principles and Procedures .......................................................... 164 Outline of the Principles and Procedures ............................................................................. 165 Vibrations in High School Building, Sample Case History .............................................. 168 Become thoroughly Familiar with the Problem .................................................................. 173 Examine Possible Causes and Suspend Judgment until Verified .................................... 176 Establish and Evaluate Objectives .......................................................................................... 178 Generate Multiple Options and Hold Back on Final Choice ........................................... 180 Information and Planning Worksheet .................................................................................... 182 Evaluate Options, Compare against Objectives, Make Decision ..................................... 183 Write it Down ............................................................................................................................. 184 APPENDIX A—Blank Forms .................................................................................................................... 187 A. Full Size Blank Testing and Balancing Forms for Your Use Testing and Balancing Report Cover............................................................................ 188 General Information Form.............................................................................................. 189 Fan Test Report ................................................................................................................. 190 Outlet Air Balance Report .............................................................................................. 191 Air Systems Recap ........................................................................................................... 192 Pitot Tube Traverse, Rectangular Duct Form ............................................................. 193 Pitot Tube Traverse, Small Round Ducts Form ......................................................... 194 Pitot Tube Traverse, Large Round Ducts Form ......................................................... 195 Pump Test Report ............................................................................................................ 196 Water Balance Reports .................................................................................................... 197 Chiller Test Report ........................................................................................................... 199 B. Energy Audit Forms for Your Use .............................................................................. 200 Coversheet for Energy Auditing Report...................................................................... 201 Building and System Description ................................................................................. 202 Electrical Consumption History Per Month ............................................................... 203 Fan Test Report ................................................................................... ..............................204 Pump Test Report ............................................................................................................ 205 viii Chiller Test Report ........................................................................................................... 206 Electrical Loads per System ........................................................................................... 207 Electrical Loads Project Recap ....................................................................................... 208 Heat Loss Calculation ..................................................................................................... 209 Cooling Load Calculation ............................................................................................... 210 Peak Heating, Cooling and CFM Per Area ................................................................ 211 Energy Consumption History ........................................................................................ 212 Outside Wall Energy Evaluation ................................................................................... 213 Ceiling and Roof Energy Evaluation ........................................................................... 214 Windows and Doors ........................................................................................................ 215 Cold Floor Energy Evaluation ....................................................................................... 216 C. Indoor Air Quality Forms ............................................................................................. 217 Indoor Air Quality Report.............................................................................................. 217 Building Ventilation and Pressure Report ................................................................... 219 D. Engineering Calculation Forms for Your Use .......................................................... 220 Heat Loss Calculation ..................................................................................................... 220 Cooling Load Calculation ............................................................................................... 221 Peak Heating, Cooling and CFM Per Area ................................................................ 222 E. HVAC Cost Estimating Forms...................................................................................... 223 HVAC Estimate Report Coversheet .............................................................................. 223 Job Description and Budget Costs ................................................................................ 224 Bid Checkoff Sheet ........................................................................................................... 226 Quotation Call List and Price Comparison ................................................................ 227 Quantity Takeoff and Extension Sheet ......................................................................... 228 Summary Sheet ................................................................................................................. 229 Telephone Quotation........................................................................................................ 230 Bid Recap and Markup Sheet ........................................................................................ 231 Bidding Record ................................................................................................................. 232 Calculating Labor Costs Per Hour ............................................................................... 233 Company Markup Calculation Sheet ........................................................................... 234 Per Piece Duct Takeoff Sheet ......................................................................................... 235 Per Pound Duct Takeoff Sheet ...................................................................................... 236 Piping Takeoff Sheets ...................................................................................................... 237 F. Hitting Home Runs in Technical Management Forms ............................................. 238 Problem Work Sheet ........................................................................................................ 238 Cause Work Sheet ............................................................................................................ 239 Objectives Work Sheet ..................................................................................................... 240 Options Work Sheet ......................................................................................................... 241 Information and Planning Work Sheet ........................................................................ 242 APPENDIX B—Charts and Formulas...................................................................................................... 243 Abbreviations and Symbols ..................................................................................................... 244 Association Abbreviations ........................................................................................................ 245 Air Flow and Pressure Formulas ........................................................................................... 246 Changing Fan CFMs and Drives ............................................................................................ 248 Air Heat Transfer Formulas ..................................................................................................... 249 ix Changes in State of Air Formulas .......................................................................................... 250 Air Density Correction Factors ............................................................................................... 252 Converting Velocity Pressure Into Feet Per Minute (Standard Air) ................................ 253 Converting Velocity Pressure Into Feet Per Minute (Various Temperature) ................. 254 Hydronic Formulas .................................................................................................................... 255 Psychrometric Chart .................................................................................................................. 256 Motor Amp Draws, Efficiencies, Power Factors, Starter Sizes ......................................... 257 Conversion Factors .................................................................................................................... 258 Fuel Heating Values .................................................................................................................. 259 Steam Formulas .......................................................................................................................... 260 Electrical Formulas .................................................................................................................... 261 Refrigeration Temperature/Pressure Chart .......................................................................... 262 Properties Of Saturated Steam ................................................................................................ 263 INDEX ............................................................................................................................................ 265