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Green Maintenance Green Maintenance Needed to Keep HVAC Systems Green Robert G. (Bob) Baker Robert G. (Bob) Baker BBJ Consulting Service 6321 Pelican Creek Circle 6321 Pelican Creek Circle Riverview, Florida

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Page 1: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Green MaintenanceGreen MaintenanceNeeded to Keep HVAC Systems Green

Robert G. (Bob) BakerRobert G. (Bob) BakerBBJ Consulting Service

6321 Pelican Creek Circle6321 Pelican Creek CircleRiverview, Florida

Page 2: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

ASHRAE is a Registered Provider with The American Institute of Architects ASHRAE is a Registered Provider with The American Institute of Architects

Continuing Education Systems. Credit earned on completion of this Continuing Education Systems. Credit earned on completion of this

program will be reported to CES Records for AIA members. Certificates of program will be reported to CES Records for AIA members. Certificates of

Completion for nonCompletion for non--AIA members are available on request.AIA members are available on request.Completion for nonCompletion for non--AIA members are available on request.AIA members are available on request.

This program is registered with the AIA/CES for continuing professional This program is registered with the AIA/CES for continuing professional

education. As such, it does not include content that may be deemed or education. As such, it does not include content that may be deemed or

construed to be an approval or endorsement by the AIA of any material of construed to be an approval or endorsement by the AIA of any material of construed to be an approval or endorsement by the AIA of any material of construed to be an approval or endorsement by the AIA of any material of

construction or any method or manner of handling, using, distributing, or construction or any method or manner of handling, using, distributing, or

dealing in any material or product. Questions related to specific materials, dealing in any material or product. Questions related to specific materials,

methods, and services will be addressed at the conclusion of this methods, and services will be addressed at the conclusion of this methods, and services will be addressed at the conclusion of this methods, and services will be addressed at the conclusion of this

presentation.presentation.

Page 3: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

The GBCI CMP mark indicates that this

course will be monitored by GBCI to

ensure that it upholds the quality,

relevance, and rigor necessary to

Approved for:

Xrelevance, and rigor necessary to

contribute to ongoing learning in

knowledge areas relevant to LEED

professionals.

XGeneral CE hours

COURSE NAME: Green Maintenance XNeeded to Keep HVAC Systems Green

ASHRAE – Robert Bakerby

XLEED-specific hours

0090010462

GBCI cannot guarantee that course sessions will be delivered

to you as submitted to GBCI. However, any course found to be

in violation of the standards of the program, or otherwise

contrary to the mission of GBCI, shall be removed. Your course contrary to the mission of GBCI, shall be removed. Your course

evaluations will help us uphold these standards. Please

complete them as requested by GBCI or the education

provider.

Approval date:

Course ID:0090010462

09/12/2013

Page 4: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

What we will coverWhat we will cover

• Reasons to Maintain HVAC Systems• Reasons to Maintain HVAC Systems

• Types of maintenance approaches

• Economics of each approach• Economics of each approach

• How to design a Maintenance Program

• Examples of green and not-so-green maintenance results results

Page 5: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Our Objective – Green BuildingsOur Objective – Green Buildings

• Through design, construction, and operation• Through design, construction, and operation

Page 6: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Green Design Elements (ASHRAE)Green Design Elements (ASHRAE)

• Heat Exchange Enthalpy Wheels

• Night Precooling

• Combustion Air Preheating

• Low-NO Burners• Night Precooling

• Gas-fired Chillers/heaters

• Gas-engine Driven Chillers

• Double-effect Absorption Chillers

• Low-NOx Burners

• Variable Flow/speed Pumping Systems

• Hybrid Ventilation• Double-effect Absorption Chillers

• Thermal Energy Storage

• Water Loop Heat Pump Systems

• Ground Source Heat Pump

• Hybrid Ventilation

• Dedicated Outdoor Air Systems

• Ventilation Demand Control Using CO2

• Displacement Ventilation• Ground Source Heat Pump

• Combination Space/Water Heating

2

• Displacement Ventilation

• Run-around Systems

• Heat Pipe Systems

• VRF Systems• VRF Systems

Page 7: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Learning Objectives

1. Recognize the maintenance approach used 1. Recognize the maintenance approach used

in a given building

2. Explain the cost effectiveness of different 2. Explain the cost effectiveness of different

maintenance approaches

3. Describe the difference between effective 3. Describe the difference between effective

and ineffective maintenance practices

4. Design an outline for an effective HVAC 4. Design an outline for an effective HVAC

maintenance program

Page 8: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Why Maintain HVAC Systems?Why Maintain HVAC Systems?

• Two views

–FEMA

–ASHRAE–ASHRAE

Page 9: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

US Federal Energy Management

Program

Operations & Maintenance Best

Practices

Published 2010

Page 10: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

FEMA ReasonsFEMA Reasons

• Increase safety – Maintained systems are safer • Increase safety – Maintained systems are safer

(Atlanta 2007: Peachtree Center Chiller)

• Ensure comfort, health & safety of occupants • Ensure comfort, health & safety of occupants

through proper functioning (Tampa 2009: St

Joseph’s Hospital)Joseph’s Hospital)

• Ensure design life expectancy is achieved

• Facilitate compliance with regulation (Clean • Facilitate compliance with regulation (Clean

Air, Clean Water, Carbon mitigation)

Page 11: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

ASHRAE/ACCA/ANSI S-180 ASHRAE/ACCA/ANSI S-180

• Title• Title

– Standard Practice for

Inspection and Inspection and

Maintenance of

Commercial Building Commercial Building

HVAC Systems

– Published 2008– Published 2008

– Updated 2012

Page 12: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

What is Standard 180What is Standard 180

• Purpose• Purpose

• The purpose of this standard is to

establish minimum HVAC inspection and establish minimum HVAC inspection and

maintenance requirements that preserve

a system’s ability to achieve acceptable a system’s ability to achieve acceptable

thermal comfort, energy efficiency, and

indoor air quality in commercial indoor air quality in commercial

buildings.

Page 13: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Maintenance ApproachesMaintenance Approaches

• Reactive (run to failure)• Reactive (run to failure)

– Little, if any maintenance is done (usually filter

changes only)changes only)

– Repair or replacement is done when components

failfail

Page 14: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Reactive MinimumReactive MinimumSometimes, not even this much

Replace FiltersCondenser Coil Cleaning• Clean finned surfaces

Page 15: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Maintenance ApproachesMaintenance Approaches

• Reactive• Reactive

• Preventative

– Checklist of activities– Checklist of activities

– May be either time or cycle based

– Often follows manufacture suggestions– Often follows manufacture suggestions

Page 16: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

REFRIGERATION

CONTROL PANEL

•Sequence test all

controls

CONDENSER FAN/MOTOR

• Perform vibration test

• Lubricate bearings

Preventative Example

CONDENSER

COIL

•Clean finned surfaces

controls

•Calibrate and clean controllers

and safety controls

•Check setpoint of controls and

limits

• Lubricate bearings

• Examine motor mount resiliency

• Check motor insulation resistance

Preventative ExampleComprehensive.

Properly sequenced. •Clean finned surfaces

BURNER

SECTION

•Perform combustion and draft

tests

•Inspect and clean nozzles

ELECTRICAL

DISCONNECT

•Inspect

RETURN AIR FAN/MOTOR &

SUPPLY FAN/MOTOR

•Inspect and clean nozzles

•Inspect, clean and lube burner fan

(gun type burners)

•Test safety controls

•Inspect

contacts

•loose

connections

•Check for

proper

operation

FILTER SECTION

• Replace media as

required

SUPPLY FAN/MOTOR• Perform vibration test

• Lubricate more bearings

• Check motor insulation resistance

• Examine motor mount resiliency.

• Lubricate bearings and check for end

play, excessive bearing temp and wear

operation

REFRIGERANT AND

REFRIGERATION

COMPRESSOR

Check crankcase heater

operations, refrigerant and oil

leaks, refrigerant charge and oil

COOLING COIL

• Inspect and clean as required

• Check condition of finned surfaces

and straighten if bent

required

FRESH AIR, RETURN, AND EXHAUST

AIR

DAMPERS

play, excessive bearing temp and wear

• Check blower and clean dirt

accumulation

• Check condition of drive couplings and

belts

• Check for alignment, balance, security

to shaft

• Check rotationleaks, refrigerant charge and oil

level and condition

Perform acid test

Observe bearing and operating

surface temps

Measure vibration

and straighten if bent

• Check for corrosion and leaks•Check for unrestricted and proper

operation and close-off

•Lubricate bearings as required

• Check rotation

BO2

Page 17: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Slide 16

BO2 There is an updated version of this slide - Beth to track downBeth Offensend, 12/15/2011

Page 18: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Maintenance ApproachesMaintenance Approaches

• Reactive• Reactive

• Preventative

• Predictive – Relies on tests and measurements to “predict” failure – Relies on tests and measurements to “predict” failure

and act prior

– Common Techniques– Common Techniques• Thermal Imaging

• Vibration analysis

• Eddy Current study• Eddy Current study

• Oil analysis

• Air flow measurement

Page 19: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Maintenance ApproachesMaintenance Approaches

• Reactive• Reactive

• Preventative

• Predictive • Predictive

• Reliability Centered Maintenance

– Combines Predictive with component reliability – Combines Predictive with component reliability analysis

– Effort varies– Effort varies

• Rugged & non-critical components - ignored

• Expensive or critical components – high attention

Page 20: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Cost of HVAC OperationUnder different approaches (US DOE)

• Reactive - $18/hp/year• Reactive - $18/hp/year

• Preventative - $13/hp/ year

• Predictive - $9/hp/year• Predictive - $9/hp/year

• RCM* (Predictive-Preventative) - $6/hp/year

• *Reliability Centered Maintenance

Page 21: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Maintenance as ImplementedMaintenance as Implemented2000 US Study

• 55% - Reactive• 55% - Reactive

• 31% - Preventative

• 12% - Predictive

• 2% - Other (RCM)• 2% - Other (RCM)

Page 22: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Top Performing FacilitiesTop Performing Facilities

• < 10% Reactive• < 10% Reactive

• 25-35% Preventative

• 45-55% Predictive

Page 23: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Objective for 180Objective for 180

• The objective established for 180 was to • The objective established for 180 was to

identify conditions that would anticipate and

act to forestall failure (predictive/preventative) act to forestall failure (predictive/preventative)

• Realize maintenance cost ~$6-9/hp/year*

Page 24: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

What About Energy?What About Energy?

• DOE: O&M enhancements cost ~20 times less • DOE: O&M enhancements cost ~20 times less

yet achieve the same energy savings as a

retrofit. retrofit.

• DOE Forrestal Building - $250,000 Steam leaks

alone (Claridge, 1994)alone (Claridge, 1994)

• 1500 Broadway - $250k annually maintenance

enhancement (Montgomery; Baker; ASHRAE enhancement (Montgomery; Baker; ASHRAE

Journal, 2006)

Page 25: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Setting up Maintenance ProgramSetting up Maintenance Program

• ASHRAE Standard 180 is referenced by the • ASHRAE Standard 180 is referenced by the

model codes (IMC & UMC) and is on the way

to becoming the accepted “Standard of to becoming the accepted “Standard of

Practice” in North America.

• It provides a ‘model’ for establishing a • It provides a ‘model’ for establishing a

maintenance program.

Page 26: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Content of the StandardContent of the Standard

• Definitions• Definitions

• Dialogue with the owner– Philosophy of the operation

– Understanding (inventory)– Understanding (inventory)• Performance – Appendix A

• Failure Points – Appendix B

– Implementation (inside/outside)

– Timing (now or at failure)

• Task listings• Task listings

• Adjustment of inspection frequencies

• Documentation• Documentation

Page 27: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Before you start -InventoryBefore you start -Inventory

• New Buildings –• New Buildings –

– Basis of design

– Commissioning report– Commissioning report

– Specifications

• Existing Buildings• Existing Buildings

– Re-commission (or better yet; continuous

commissioning) commissioning)

Page 28: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Lack of InventoryLack of Inventory

Page 29: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Table Number

Equipment/System

5.1 Air Distribution System

5.2 Air Handlers

5.3 Chillers—Absorption

5.4 Chillers—Air Cooled

5.5 Chillers—Water Cooled

5.6 Boilers5.6 Boilers

5.7 Condensing Units

5.8 Control Systems

5.9 Cooling Tower and Evaporative Cooled Devices

5.10 Dehumidification and Humidification Devices

5.11 Engines, Micro-Turbines

5.12 Free-Standing Heating or Cooling Coils

5.13 Free-Standing Fans (e.g., exhaust, transfer, return)5.13 Free-Standing Fans (e.g., exhaust, transfer, return)

5.14 Fan Coils, Hot Water & Steam Unit Heaters

5.15 Furnaces, Unit Heaters

5.16 Indoor Section Duct-Free Splits

5.17 PTAC (Package Terminal Air Conditioners)

5.18 PTHP (Package Terminal Heat Pumps)

5.19 Pumps

5.20 Rooftop Units5.20 Rooftop Units

5.21 Steam Distribution Systems

5.22 Terminal & Control Boxes (e.g., VAV, fan powered, bypass)

5.23 HVAC Water Distribution Systems

5.24 Water Source Heat Pumps

Page 30: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

What Does Good Maintenance Look What Does Good Maintenance Look

Like?Like?

Page 31: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

It Starts With Access It Starts With Access

Blocked

Page 32: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Before Cleaning Before Cleaning

• Remove clutter• Remove clutter

Page 33: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Example - CleanlinessExample - Cleanliness

Page 34: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Restore Air FlowRestore Air Flow

Page 35: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Filter BypassFilter Bypass

Page 36: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Use Data for MaintenanceUse Data for Maintenance

Page 37: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Often Occupants Say What is NeededOften Occupants Say What is Needed

Humidity High?

Too Cold/Draft?

Page 38: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

Clean Heat Transfer Surfaces

Page 39: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

California; New York

Industry standard as basis for HVAC

California; New York

Industry standard as basis for HVAC

market transformation

Page 40: October Dinner Presentation BBaker Green Maintenance · 5.14 Fan Coils, Hot Water & Steam Unit Heaters 5.15 Furnaces, Unit Heaters 5.16 Indoor Section Duct-Free Splits 5.17 PTAC (Package

[email protected]@bbjconsultingservice.com