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