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As Found System Template: Heat Pump System of 27

Current System General Assessment

This Template is a suggested approach to standardize the information collected from a Heat Pump HVAC System. This tool has been designed for use on a Windows based PC or tablet using Microsoft Office Word 2007 or newer. Through the use of screen captures and pull-down menu options this tool will assist in summarizing the As-Found details and operational sequences for this equipment.

Template Guide

a) Screen-Shot: Where screen shots are indicated, a short instructional image is provided with a step-by-step procedure designed to assist a novice Windows user in the capturing of a specific view from a PC screen and placement within this document. The approach described is one of many variants possible which is intended to provide a general description to provide the results being sought. (See example below…)

b) Text Prompts: Where specific information is required, blank text boxes and prompts have been provided for data entry. To enter data in these fields, simply click on the grey box and start typing in relevant information to correspond with the category heading. The box size will adjust to accommodate the amount of text entered into the field. (See example below…)


c) Pull-Down Menus: Throughout the document pull-down menus have been provided with a list of options available to select from. Obviously not all possible choices for each category could be anticipated for each category – in these cases a blank field has been made available to record specific details for each category. Where blank fields have been provided, the pull-down menus have been provided as a convenience and should not be considered as the only options from which to select from for each category. Where a pull-down menu is used to confirm whether a line item has been reviewed or not, select a suitable response to complete the form. (See examples below…)

d) Additional Remarks (column): This field has been provided as another area to add any additional comments deemed relevant by the system assessor for each category. Information included in this column is entirely optional and at the discretion of the system assessor. (See example below…)

e) Check-boxes: The use of check-boxes provides a quick means of documenting large amounts of repetitive information in a clean and organized fashion. To open up the Check Box Field Options window, double-click on the grey box to be checked and select the Checked option under the Default value – then select OK. (See example below…)


f) System equipment selection check-boxes: The use of check-boxes provides an easy and efficient way of identifying the equipment and features of a particular system. To identify equipment as part of the system, select the check-box next to the equipment title, double-click on the grey box and select the Checked option under the Default value – then select OK. Once the check-box is checked, the equipment section may be filled in. If equipment listed in the template is not part of the system, check the check-box next to “Not Applicable” by following the same procedure as described above. If the equipment is checked as “Not Applicable”, the section contents can be deleted leaving only the section title to clearly show that it is not relevant to the particular system. (See example below…)

g) Y or N: Another quick means of documenting large amounts of repetitive information in a clean and organized fashion, similar to check-boxes, is the Y (for Yes) and N (for No) entry fields. These fields provide a positive or negative response to the topic listed at the top of the column. Simply enter a Y or N in the grey field provided. (See example below…)

h) General Editing and Document Maintenance: Beyond all the special features of the template, it is essentially a word document when completed. Where excess screen-shot categories, text-prompts, unused pull-down menus or redundant rows remain after entering all relevant information pertaining to the AHU, the user should tidy-up the document by deleting any unused or redundant template clutter to complete the process and produce a clean informative document representative of the effort put into


completing it. The Template Guide Section (shown in blue) instructions and diagrams should also be deleted once the document is complete.

i) Alternate Formats: In circumstances where alternate documents are used in place of this template, Manitoba Hydro will require all categories indicated in this template will be included and suitable description will be provided.

Energy Saving Opportunities (ESO’s)

The ultimate objective of this assessment is to identify ESO’s that can be considered for Energy Conservation Measures within the Program requirements for this particular system. In support of this objective, a list of Common Energy Saving Opportunities (ESO’s) has been provided in Table HPSa of this Template (Review All Line Items on Table HPSa – Current System | Common Heat Pump Energy Saving Opportunities …on the next page). Table HPSb has been included for any other ESO’s that can be identified (See HPSb – Current System | PBC Purposed Heat Pump Energy Saving Opportunities) . The far right column of Table 4a – Current System | Heat Pump Sequences of Operation Assessment has been included to document all ESO recommendations for this system (See example below…).


Table HPSa – Current System | Common Heat Pump Energy Saving Opportunities (ESO’s):Heat Pump Considerations

ESO Reviewed (select √ or Not Applicable)1. Revise control sequence:

1.1. [select] System does not heat and cool simultaneously.1.2. [select] The auxiliary heat controls are not cycling off when not needed.1.3. [select] All correct flows are greater than the recommended manufacturer minimums.

2. Optimize heat pump control:2.1. [select] Optimize all heating and cooling dead bands to ensure there is no overlap.2.2. [select] Optimize loop temperatures.2.3. [select] Pump cycling based on load (instead of continuously unnecessarily)

3. General maintenance:3.1. [select] Hydronic fluid quality is acceptable. Fluid does not contain any containments or particulates.3.2. [select] Loop water has been correctly treated with the appropriate chemicals.3.3. [select] Anti-freeze solution concentration is adequate for level of protection required but not unreasonably

in excess.3.4. [select] Refrigerant levels appear to be appropriate.


Table HPSb – Current System | PBC Proposed Heat Pump Energy Saving Opportunities (ESO’s): Heat Pump ConsiderationsA.1. .A.2. .A.3. .A.4. .A.5. .A.6. .A.7. .A.8. .A.9. .


1. CURRENT SYSTEM DESCRIPTION

Figure 1a: Graphic Screen-Shot of Current System, (as available from BAS)


Figure 1b: Graphic Screen-Shot of Current System, (as available from BAS)


Figure 1c: Graphic Screen-Shot of Current System, (as available from BAS)


1.1 Location(s) of Heat Pump when applied as a heat – cool source for a building hydronic loop system:

1.2 Location(s) of Heat Pump when applied as an air-source heat pump system:

1.3 Location(s) of Heat Pump when applied as a heat – cool source for a building air distribution system:

1.4 Location(s) of Heat Pump applied as terminal unit systems::


Table 1a – Current System | Heat Pump Description:

Heat Pump System Description Additional Remarks

1. Geothermal System: Not Applicable (Check this box and erase details below if this system does not exist in the building)

a. Loop Type [Choose an item] Loop Length: Units [Choose an item]Loop Depth: Units [Choose an item]Pipe Diameter: Units [Choose an item]Pipe Separation: Units [Choose an item]Pipe Conductivity: Units [Choose an item]

Circulating Fluid: Soil Type [Choose an item] Number of Identical Wells:

Inlet Fluid Temperature: Units [Choose an item]Outlet Fluid Temperature: Units [Choose an item]

Multiple Loops from Main Header: [Y or N]Loop Quantity:

b. Loop Type [Choose an item] Loop Length: Units [Choose an item]Loop Depth: Units [Choose an item]Pipe Diameter: Units [Choose an item]Pipe Separation: Units [Choose an item]Pipe Conductivity: Units [Choose an item]

Circulating Fluid: Soil Type [Choose an item] Number of Identical Wells:

Inlet Fluid Temperature: Units [Choose an item]Outlet Fluid Temperature: Units [Choose an item]

2. Source Heat Pump: Not Applicable (Check this box and erase details below if this system does not exist in the building)

a. Heat Pump Designation: Heat Pump Manufacture:

Model Number:

Heat Pump Location: Refrigerant: Heating Capacity: Units [Choose an item] Cooling Capacity: Units [Choose an item]Heat Pump Efficiency [Choose an item] Heat Pump Efficiency [Choose an item]

Heat Pump Type [Choose an item] Compressor Type [Choose an item] Compressor Control [Choose an item] Motor Shaft Power: Units [Choose an item] Maximum Operating Pressure: Units [Choose an item]


System Design Pressure: Units [Choose an item]

Heat Pump Low Temp. Limit: Units [Choose an item]Heat Pump Defrost Cycle Sequence: Heat Pump Aux. Heater Size: Units [Choose an item]

Quantity:

b. Heat Pump Designation: Heat Pump Manufacture:

Model Number:


Heat Pump Type [Choose an item] Compressor Type [Choose an item] Compressor Control [Choose an item] Motor Shaft Power: Units [Choose an item] Maximum Operating Pressure: Units [Choose an item] System Design Pressure: Units [Choose an item]

Heat Pump Low Temp. Limit: Units [Choose an item]Heat Pump Defrost Cycle Sequence: Heat Pump Aux. Heater Size: Units [Choose an item]

Quantity:

3. Hydronic Circuit: Not Applicable (Check this box and erase details below if this system does not exist in the building)

a. Loop Type [Choose an item]

Operating Pressure: Units [Choose an item]Operating Temperature: Units [Choose an item]

Heat Injection Source: Equipment [Choose an item] Heat Rejection Source: Equipment [Choose an item]

Multiple Loops from Main Header: [Y or N]Loop Quantity:

b. Loop Type [Choose an item]

Operating Pressure: Units [Choose an item]Operating Temperature: Units [Choose an item]

Heat Injection Source: Equipment [Choose an item] Heat Rejection Source: Equipment [Choose an item]


4. System Pumpsa. Pump Designation:

Pump Function [Choose an item] Flow Rate: Units [Choose an item]Pump Control Options [Choose an item] Time to Prove Normal Operation: Units [Choose an item]

Quantity: Pump Arrangement [Choose an item]

b. Pump Designation: Pump Function [Choose an item] Flow Rate: Units [Choose an item]Pump Control Options [Choose an item] Time to Prove Normal Operation: Units [Choose an item]


c. Pump Designation: Pump Function [Choose an item] Flow Rate: Units [Choose an item]Pump Control Options [Choose an item] Time to Prove Normal Operation: Units [Choose an item]


5. System EfficiencyDesignation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]Designation: Equipment [Choose an item]: Efficiency [Choose an item]

Other System Losses: Estimated Efficiency Reduction: Equivalent COPOther System Losses: Estimated Efficiency Reduction: Equivalent COP

Overall System Efficiency: Effective COP

HVAC Controls: Primary Equipment:a. Controller Type [Choose an item]

Man-To-Machine Interface [Choose an item] Historic Data Collection [Choose an item] Historic Data Available Memory Capacity [Choose an item] Remote Access [Choose an item] Additional Remarks:


Table 1b – Current System | Terminal Unit Description:

Terminal Unit components Additional Remarks

1. Forced Air Heat Pumps/Furnaces: Not Applicable (Check this box and erase details below if this system does not exist in the building)

a. Heat Pump Type Designation: Heat Pump Manufacture:

Model Number:


Heat Pump Type [Choose an item] Heat Pump Style [Choose an item] Compressor Type [Choose an item] Compressor Control [Choose an item] Motor Shaft Power: Units [Choose an item] Maximum Operating Pressure: Units [Choose an item] System Design Pressure: Units [Choose an item]

Heat Pump Control [Choose an item]Quantity:

b. Heat Pump Type Designation: Heat Pump Manufacture:

Model Number:




c. Heat Pump Type Designation: Heat Pump Manufacture:

Model Number:





HVAC Controls: Terminal Unit (TU) Controllera. Controller Type [Choose an item]

Man-To-Machine Interface [Choose an item] Historic Data Collection [Choose an item] Historic Data Available Memory Capacity [Choose an item] Remote Access [Choose an item] Additional Remarks:


2. CURRENT CONTROL POINTS

Table 2a – Current System | Heat Pump Control Points:Heat Pump ComponentsControl Outputs

Control Point

Bin

ary

Ana

log

Ope

ratio

nal

Tre

nd-R

eady Additional Remarks

1. Heat Pump Control:a) Source Heat Pump Designation: Control [Choose an item]

Control Output [Choose an item]Control Output [Choose an item]Control Output [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]

b) Source Heat Pump Designation: Control [Choose an item]

Control Output [Choose an item]Control Output [Choose an item]Control Output [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]Control Input [Choose an item]


Table 2a (continued) – Current System | Heat Pump Control Points:

Control Point

Bin

ary

Ana

log

Ope

ratio

nal

Tre

nd-R

eady Additional Remarks

2. Circulating Pump Control:a) Pump Designation:

Control Output [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

b) Pump Designation: Control Output [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

c) Pump Designation: Control Output [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

3. Control: a) Designation:

b) Designation:


Table 2a (continued) – Current System | Piping System Set-Points:

Control Input Point

Bin

ary

Ana

log

Acc

urat

e

Tre

nd-R

eady Set-Point

(where applicable)Fixed -or-resetA1 resetA2 resetB1 resetB2 1

1. Misc. Piping Systems:a) Piping Circuit/ Area Served:

Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

b) Piping Circuit/ Area Served: Control Input [Choose an item]Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

c) Piping Circuit/ Area Served: Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item] Control Input [Choose an item]

: : : : : : :

: : : : : : :

: : : : : : :

1 resetA1 & resetA2: upper and lower reference values used for resetB1 & resetB2, (i.e. for example Boiler Reset: resetA1: OAT5°C, resetA2: OAT-35°C, resetB1: 60°C, reset B2: 90°C)


Table 2b – Current System | Terminal Unit Control Points:Terminal Unit ComponentsControl Values

Control Point

Bin

ary

Ana

log

Ope

ratio

nal

Tre

nd-R

eady Set-Point

(where applicable)Fixed -or-resetA1 resetA2 resetB1 resetB2 2

1. Forced Air Heat Pumps/Furnaces:TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]TU Control Signal [Choose an item]

: : : : : : : : : :

2.

: : : : :

3.

: : : : :

2 resetA1 & resetA2: upper and lower reference values used for resetB1 & resetB2, (i.e. for example Boiler Reset: resetA1: OAT5C, resetA2: OAT-35C, resetB1: 60C, reset B2: 90C)


3. CURRENT OPERATION

Table 3a – Current System | Heat Pump Modes of Operation | Heat Pump Sequences of Operation:1. Unoccupied Mode:

Condenser Pump Start/Stop Control [Choose an item] Condenser Pump Flow Control [Choose an item] Evaporator Pump Start/Stop Control [Choose an item] Evaporator Pump Flow Control [Choose an item]

Evaporator Temperature Control [Choose an item] Units [Choose an item]

Source Heat Pump Control [Choose an item]

2. Occupied Normal Mode:

Condenser Pump Flow Control [Choose an item] Evaporator Pump Flow Control [Choose an item]


Source Heat Pump Control [Choose an item] Aux. Heat Control [Choose an item]

3. Occupied Heating Dominant Mode:



Source Heat Pump Control [Choose an item] Aux. Heat Control [Choose an item]

4. Occupied Cooling Dominant Mode:



Source Heat Pump Control [Choose an item]

5. Mode:

6. Mode:


Table 3b – Current System | Terminal Unit Modes of Operation:*Provided for heating terminal units not already identified in any other As-Found TU distribution systems*

Terminal Unit Ventilation Components Modes Additional Remarks

1. Unoccupied Mode:i. No TU participation in unoccupied modes

ii. Set-back temperature set-pointiii. TU control valves open to full flowiv. TU control valves close to low flowv. TU fan(s) on continuous

vi. TU fan(s) off continuous vii. TU fan(s) cycle for temporary heating mode

viii. TU fan(s) cycle for temporary cooling modeix.

2. Start-Up Mode:i. No TU participation in start-up

ii. TU fan speed ramp-upiii. Staggered TU fan start-upiv. All TU fans start-up simultaneouslyv. TU control valves open to full flow

vi.

3. Occupied Mode:i. No TU occupied normal mode

ii. Normal TU operationiii. Heat onlyiv. Cool onlyv. Auto switch over between heating and cooling

vi.

4. Fail-Safe Shut-Down: i. No TU participation in fail-safe modes

ii. TU supports fail-safe modesiii.


Table 4a – Current System | Heat Pump System Assessment:Heat Pump System Components

Prior to any in-depth functional test, it is recommended during the ESO Investigation phase to verify proper system operation under normal operating conditions over time. Commonly, operational issues may not be apparent when a system is “forced” into a particular operational state via over-riding sensors or changing set-points. Utilizing existing BAS Trending capabilities or Stand-Alone Data-Loggers is recommended to capture and verify actual system operation under normal operating conditions. Trend measurement sample rates between 1 & 5 minutes or based Change-Of-Value (COV) are recommended over a time period of 2 weeks to include at least one Monday morning following recovery after a weekend. Select a minimum group of trended points to meet the analysis requirements of this template.

Refer to recommended actions for ESO’s listed in Table HPSa and HPSb ->

Tabl

e HP

Sa &

HPS

b ES

O #

Obs

erve

d to

be

oper

ation

al:

Y or

N

Ener

gy S

avin

g O

ppor

tuni

ty:

Y or

N

1. Unoccupied Mode:1.1. Heat Pump System:

Operational Sequence Checks [Choose an item] Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]

2. Occupied Mode:2.1. Heat Pump System:

Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]Operational Sequence Checks [Choose an item]


Current Trend Graph Screen-Shot, reference EBOP ESO:


Current Trend Graph Screen-Shot, reference EBOP ESO:

Available in accessible formats upon request.

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