2nd Edition

HVAC Procedures & Forms Manual, Second Edition

By Wendes Copyright 2001
280 Pages
by River Publishers

268 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... Read more

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