2nd Edition

HVAC Procedures & Forms Manual, Second Edition

By Wendes Copyright 2001
    280 Pages
    by River Publishers

    Developed over the course of many years of on-the-job projects involving HVAC energy auditing, testing/balancing and cost estimating, and refined through feedback from thousands of engineers and technicians who have used them, the forms contained in this manual are concise, comprehensive, and optimally organized for easy reference. Complete sets of forms are provided for all aspects of testing and balancing, energy auditing, indoor quality diagnosis, and load calculations. The first edition, entitled HVAC Energy Audit & Balancing Forms Manual compiled these time-saving forms for the first time in a single reference. This enhanced second edition adds a new chapter on technical management, providing procedures for achieving thorough, systematic and accurate problem solving, troubleshooting and decision making in building systems management and contracting.

    Introduction

    HVAC Testing and Balancing Procedures and Forms

    Air Balance Test Reports

    General Procedure for Balancing

    Equipment Test Reports

    Air Balancing Procedure

    Testing and Balancing Report Cover

    Fan Test Report

    Outlet Air Balance Report

    HVAC Systems Recap Sheet

    Pitot Tube Traverse, Rectangular Duct

    Pitot Tube Traverse, Small Round Ducts

    Pitot Tube Traverse, Large Round Ducts

    Hydronic Balancing Procedures and Reports

    Hydronic Balancing Procedure

    Pump Test Report

    Water Balance Report, Pressure Differential

    Water Balance Report, Temperature Differential

    Chiller Test Reports

    HVAC Energy Auditing Procedures and Forms

    Sample Commercial Audit Procedures and Forms

    Energy Audit Procedures

    In Depth Energy Audit Procedure

    Readings Required for Thorough HVAC Audit of System

    Average Annual Energy Performance in Btu’s Per Square Feet

    Sample Audit and Forms

    Drawing of Suburban Office Building

    HVAC Energy Auditing Report Cover

    Building and System Description

    Electrical Consumption History

    Equipment Schedules

    Electrical Consumption Graphs

    Equipment Test Reports

    Electrical Loads Per System

    Electrical Loads Project Recap

    Heat Loss Calculation, Seasonal

    Cooling Load Calculation, Seasonal

    Peak Heating, Cooling and CFM Per Area

    Energy Cost and Btu Profiles

    Residential Audits

    Energy Consumption History

    Outside Wall Energy Evaluation

    Ceiling and Roof Energy Evaluation

    Windows and Doors

    Cold Floor Energy Evaluation

    Indoor Air Quality Procedures and Forms

    Problems

    Specific Causes of Indoor Pollution

    Testing, Setting and Controlling Outside Air

    Carbon Dioxide Levels

    Indoor Air Quality Instruments and Testing

    Humidity

    Particulate Contaminants

    Formulas

    Indoor Air Quality Report

    Building Ventilation and Pressure Report

    Engineering Calculation Procedures and Forms

    Heat Loss Calculation Form

    Cool Load Calculation Form

    Peal Heating/Cooling/CFM Per Area

    HVAC Cost Estimating Procedures and Forms

    Introduction

    Sheet Metal Estimating

    Requirements of a Good Sheet Metal Estimator

    Efficient Estimating Procedures

    Estimating Procedure Diagram

    Scope of Complete Sheet Metal Estimate

    General Estimating Forms of Both Sheet Metal and Piping

    Estimate Coversheet

    Job Description and Budget Costs

    Bid Checkoff Sheet

    Quotation Call List and Price Comparison

    Quantity Takeoff and Extension Sheet

    Estimate Summary Sheet

    Telephone Quotation

    Bid Recap Sheet

    Bidding Record

    Calculating Labor Costs Per Hour

    Company Markup Calculation Sheet

    Duct Takeoff and Extension Sheets

    Per Piece Duct Takeoff Sheet

    Per Pound Duct Takeoff Sheet

    Piping Estimating

    Requirements of a Good Piping Estimator

    Piping Takeoff Sheet

    Computerized Estimating

    Hitting Home Runs in Technical Management

    Introduction

    Faced with A Multitude of Problems

    Understand What Constitutes A Problem

    Multiplicity Thinking: Avoid Partial Views

    Be Acutely Aware of the Principles and Procedures

    Outline of the Principles and Procedures

    Vibrations in High School Building, Sample Case History

    Become Thoroughly Familiar with the Problem

    Examine Possible Causes and Suspended Judgment until Verified

    Establish and Evaluate Objectives

    Generate Multiple Options and Hold Back on Final Choice

    Information and Planning Worksheet

    Evaluate Options, Compare against Objectives, Make Decision

    Write it Down

    APPENDIX A—Blank Forms

    A. Full Size Blank Testing and Balancing Forms for Your Use

    Testing and Balancing Report Cover

    General Information Form

    Fan Test Report

    Outlet Air Balance Report

    Air Systems Recap

    Pitot Tube Traverse, Rectangular Duct Form

    Pitot Tube Traverse, Small Round Ducts Form

    Pitot Tube Traverse, Large Round Ducts Form

    Pump Test Report

    Water Balance Reports

    Chiller Test Report

    B. Energy Audit Forms for Your Use

    Coversheet for Energy Auditing Report

    Building and System Description

    Electrical Consumption History Per Month

    Fan Test Report

    Pump Test Report

    Chiller Test Report

    Electrical Loads per System

    Electrical Loads Project Recap

    Heat Loss Calculation

    Cooling Load Calculation

    Peak Heating, Cooling and CFM Per Area

    Energy Consumption History

    Outside Wall Energy Evaluation

    Ceiling and Roof Energy Evaluation

    Windows and Doors

    Cold Floor Energy Evaluation

    C. Indoor Air Quality Forms

    Indoor Air Quality Report

    Building Ventilation and Pressure Report

    D. Engineering Calculation Forms for Your Use

    Heat Loss Calculation

    Cooling Load Calculation

    Peak Heating, Cooling and CFM Per Area

    E. HVAC Cost Estimating Forms

    HVAC Estimate Report Coversheet

    Job Description and Budget Costs

    Bid Checkoff Sheet

    Quotation Call List and Price Comparison

    Quantity Takeoff and Extension Sheet

    Summary Sheet

    Telephone Quotation

    Bid Recap and Markup Sheet

    Bidding Record

    Calculating Labor Costs Per Hour

    Company Markup Calculation Sheet

    Per Piece Duct Takeoff Sheet

    Per Pound Duct Takeoff Sheet

    Piping Takeoff Sheets

    F. Hitting Home Runs in Technical Management Forms

    Problem Work Sheet

    Cause Work Sheet

    Objectives Work Sheet

    Options Work Sheet

    Information and Planning Work Sheet

    APPENDIX B—Charts and Formulas

    Abbreviations and Symbols

    Association Abbreviations

    Air Flow and Pressure Formulas

    Changing CFMs and Drivers

    Air Heat Transfer Formulas

    Changes in State of Air Formulas

    Air Density Correction Factors

    Converting Velocity Pressure Into Feet Per Minute (Standard Air)

    Converting Velocity Pressure Into Feet Per Minute (Various Temperature)

    Hydronic Formulas

    Psychrometric Chart

    Motor Amp Draws, Efficiencies, Power Factors, Starter Sizes

    Conversion Factors

    Fuel Heating Values

    Steam Formulas

    Electrical Formulas

    Refrigeration Temperature/Pressure Chart

    Properties of Saturated Steam

    Index

    Biography

    Herbert C. Wendes