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    IndustryOverview

    INTRODUCTION

    TO

    HVAC

    Technical Development Program

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    Technical Development Programs (TDP) are modules of technical training on HVAC theory,

    system design, equipment selection and application topics. They are targeted at engineers and

    designers who wish to develop their knowledge in this field to effectively design, specify, sell or

    apply HVAC equipment in commercial applications.

    Although TDP topics have been developed as stand-alone modules, there are logical group-

    ings of topics. The modules within each group begin at an introductory level and progress toadvanced levels. The breadth of this offering allows for customization into a complete HVAC

    curriculum from a complete HVAC design course at an introductory-level or to an advanced-

    level design course. Advanced-level modules assume prerequisite knowledge and do not review

    basic concepts.

    This TDP provides a general overview of the commercial HVAC industry, providing an

    awareness of: the design process; participants in the design and construction process; documents

    involved in construction; a typical timeline of activities in the design and construction process;

    and how these activities are influenced by the different participants in the process. This industry

    is also influenced by regulatory agencies and legal concerns that are important to designers of

    HVAC systems.

    2005 Carrier Corporation. All rights reserved.

    The information in this manual is offered as a general guide for the use of industry and consulting engineers in designing systems.Judgment is required for application of this information to specific installations and design applications. Carrier is not responsiblefor any uses made of this information and assumes no responsibility for the performance or desirability of any resulting systemdesign.

    The information in this publication is subject to change without notice. No part of this publication may be reproduced or transmit-ted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of CarrierCorporation.

    Printed in Syracuse, NY

    CARRIER CORPORATION

    Carrier ParkwaySyracuse, NY 13221, U.S.A.

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    Table of ContentsIntroduction......................................................................................................................................1 Participants.......................................................................................................................................3 Equipment Supplier Organizations ..................................................................................................5 Industry Associations.......................................................................................................................6 Legal Concerns ................................................................................................................................7

    Delivery Methods ..........................................................................................................................10Plans and Specifications (Plan and Spec) .................................................................................. 11Design-Build (D-B) ................................................................................................................... 12Construction Management (CM) ............................................................................................... 13Performance Contracting ........................................................................................................... 13

    Typical Projects .............................................................................................................................13HVAC Systems..............................................................................................................................15 HVAC Products .............................................................................................................................17 Summary........................................................................................................................................18 Work Session .................................................................................................................................19 Work Session Answers ..................................................................................................................25

    Glossary ..................................................................................................................................... 27References.................................................................................................................................. 30

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    INDUSTRY OVERVIEW

    Introduction to HVAC

    1

    Introduction

    The HVAC (Heating,

    Ventilating, Air Condition-ing) industry is a large and

    mature industry that serves

    many markets. In fact, based

    on the Commercial Buildings

    Energy Consumption Survey

    (CBECS) it is estimated that

    there were 4,859,000 com-

    mercial buildings with 71.6

    billion square feet of floor

    space in the United States in

    2003. Table 1 summarizes

    the number of buildings andfloorspace based on market

    segment.

    Table 2 further describes

    these 4.9 million buildings by

    size. Looking at the table, we

    can see that over 50 percent

    of the buildings are between

    1,000 and 5,000 square feet

    and only 1.5 percent are

    above 100,000 square feet.

    Table 1

    Number of Buildings and Floorspace byPrincipal Building Activity, 2003

    Number of

    Buildings

    (thousands)

    % ofTotal

    Total

    Floorspace

    (million ft2)

    % ofTotal

    All Bui ld ings 4,859 - 71,658 -

    Education 386 8.0 9,874 13.7

    Food Sales 226 4.7 1,255 1.8

    Food Service 297 6.0 1,654 2.3

    Health Care 129 2.7 3,163 4.4

    Lodging 142 2.9 5,096 7.1

    Mercantile 657 13.5 11,192 15.6

    Office 824 17.0 12,208 17Public Assembly 277 5.7 3,939 5.5

    Public Order and Safety 71 1.5 1,090 1.5

    Religious Worship 370 7.6 3,754 5.2

    Service 622 12.8 4,050 5.7

    Warehouse and Storage 597 12.3 10,078 14.0

    Other 79 1.6 1,738 2.40

    Vacant 182 3.7 2567 3.8

    Table 2

    Number of Buildings and Floorspaceby Size of Building, 2003 (Preliminary)

    Number ofBuildings

    (thousands)

    % ofTotal

    TotalFloorspace(million ft

    2)

    % ofTotal

    All Bui ld ings 4,859 - 71,658 -

    1,001 to 5,000 2,585 53.2 6,922 9.7

    5,001 to 10,000 948 19.5 7,033 9.8

    10,001 to 25,000 810 16.7 12,659 17.7

    25,001 to 50,000 261 5.4 9,382 13.1

    50,001 to 100,000 147 3.0 10,291 14.4

    100,001 to 200,000 74 1.5 10,217 14.3

    200,001 to 500,000 26 0.5 7,494 10.5

    Over 500,000 8 0.1 7,660 10.7

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    INDUSTRY OVERVIEW

    Introduction to HVAC

    2

    The HVAC market can be looked

    at or segmented in different ways.This review can be based on the age

    of the building, the use of the build-

    ing, the type of equipment or system,

    or the contracting arrangement. Theexisting building market is typicallytwo to three times the size of the new

    construction market.

    The new construction market consists of projects in which the HVAC system is installedwhen the building is originally constructed. This market includes projects in which the shell of

    the building is constructed separately, with the HVAC system and other finish work installed later

    under separate contracts after the tenants and their specific needs are identified.

    The existing construction market

    is usually identified as therenovation

    or replacement market. It includes

    system replacement projects, in

    which the air conditioning system re-

    places a previously installed system,

    and equipment replacement projects

    in which some or all of the majorequipment is replaced. This market

    also includes projects in which the air

    conditioning system is installed many

    years after the building is constructed

    and no specific provisions were made

    for its installation.

    Figure 1

    By Building Age

    Figure 2

    B Sco e o Work

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    Where market segment is based

    upon building usage, the customary

    commercial market segments include

    offices, schools, manufacturing, retail,

    healthcare, lodging, and other, which

    includes entertainment, correctional

    facilities, religious buildings, airports,

    warehouses, etc.

    INDUSTRY OVERVIEW

    y

    uilding

    Usage

    of arket

    Other30

    Public Order

    and

    Safety 1

    Public Assembly 6

    Figure

    By Building Usage

    Office 17

    Mercantile 13

    Education 8

    ood Sales and

    Service 11

    Where market segment is based upon contracting arrangement, the segments can be design

    build, plan and specification plan and spec), or construction management. In design-build work,

    the design and the construction are provided by the same organization. In plan-and-specification

    work, a design organization performs the design and creates design documents called plans and

    specifications) that are then used by a separate contractor organization to construct the building.

    In construction management work, a third party oversees the design and construction activi

    ties to reduce risk and insure project completion, schedule, and cost.

    articipants

    Many different entitles are m

    volved in a typical construction

    project. Their usual relationships are

    shown in Figure 4

    n owner

    provides the money to

    construct a project, and assumes most

    of

    the financial risk.

    eveloper

    pro

    vides the concept and the business

    plan, and usually manages the overall

    project. The owner and developer

    functions are frequently provided by

    the same organization and referred to

    as the Owner/Developer.

    Introduction to HVAC

    Figure 4

    Typical Construction Project Organization

    )

    TurntotheExpertS.

    3

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    INDUSTRY OVERVIEW

    The prime contractor

    s

    usually responsible for coordinating all construction activity and

    other contractual items relating to project cost and timing. Large or critical projects are frequently

    constructed on a

    fast track schedule

    when the major equipment is purchased and the construction

    work is begun before the overall project design is completed. These projects may have a project

    manager

    or a

    construction manager.

    A project manager coordinates the entire project including

    both design and construction work. A construction manager coordinates the construction activi

    ties that must begin before the prime contract is awarded and continues until the project is

    complete. Large developers and general contractors usually have project or construction man

    agement departments that operate independently

    of

    their normal business.

    n architect provides the building design services for the project. The design of the HVAC

    structural electrical plumbing and other trades is provided by

    engineers

    in each specialty by

    contract with the architect. f hese engineers are employed by the architect the architect becomes

    an Architect/Engineer.

    Contractors provide the construction work. The contract for a prime contractor is a purchase

    commitment from the owner or developer. A

    subcontractor

    has a contract with the prime con

    tractor

    or

    a higher-level subcontractor. The prime contractor usually assumes responsibility for all

    work at the job site performs some

    of

    the work with his own employees and provides the rest

    of

    the work through use of subcontractors.

    A

    general contractor

    is usually the prime contractor on a project.

    f

    he majority of the work

    is of a special nature such as replacement of air conditioning the mechanical contractor may

    serve as the prime contractor with the general contractor becoming a subcontractor to the me

    chanical contractor.

    The general contractor usually performs the work of constructing the building shell such as

    foundations masonry and concrete work. The mechanical contractor electrical contractor and

    automatic controls contractors are typical subcontractors. Subcontractors also perform some

    work and arrange for other items through additional subcontractors . The test and balance subcon

    tractor may work for the HVAC subcontractor who works for the mechanical subcontractor who

    works for the prime contractor etc.

    The construction contract usually includes the commissioning

    or

    startup phase

    of

    a project. A

    commissioning agent or contractor is sometimes employed directly by the owner to provide a

    more objective effort to identify and correct errors

    mad

    e during construction.

    Test nd balance

    contractors are specialists in measuring air and water flows and checking the performance

    of

    equipment after it is placed in service. The startup

    of

    some equipment especially chillers and

    boilers is performed by or supervised by a representative of the manufacturer who is expected to

    be

    most familiar with the proper procedures.

    The building operations manager is responsible for the operation and maintenance of the

    HVAC system. This is usually done by contract with a building management service on small

    buildings. Large buildings usually have a full-time HVAC operation and maintenance staff on

    site.

    Service contractors provide either preventative maintenance or emergency repairs after the

    system is in operation. Most construction contracts provide a 12-month warranty period. The

    construction contractor must correct all failures or deficiencies which are identified during the

    warranty period without charge.

    cfM

    Introduction to HV C

    Turntoth

    e Experti

    4

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    INDUSTRY OVERVIEW

    Equipment Supplier Organizations

    Every HVAC product is produced by a manufacturer and sold to an end user. The end user

    is the person or entity that finally pays for and uses the product, such as a homeowner or a shop-

    ping center operator. Some end users

    have enough purchase volume to jus-

    tify a direct purchase relationship

    between the manufacturer and the end

    user, but most users are better served

    by purchasing the equipment through

    a supply chain which can furnish the

    marketing, warehousing, installation

    and service functions which are re-

    lated to the purchase. Some of the

    common supply chain organizations

    are shown in Figure

    5

    Manufacturers provide design,

    production and marketing (product

    concept, advertising, sales literature,

    etc.) for their products. Sometimes

    they maintain warehouses for finished

    products or provide their own sales

    staff, but an equipment supplier

    usually provides these functions in the

    local sales area.

    Manufacturer

    Design, Production, Marketing

    Warehouse

    Sales

    Representative

    Figure 5

    Direct Sales

    HV C Equipment Suppliers

    Distributor

    Sales Marketing

    Equipment suppliers handle the sale

    of

    equipment for a project. The supplier may

    be

    a direct

    sales office of the manufacturer, or a manufacturer

    s

    representative, who is an independently

    owned company that typically sells several different types

    of

    equipment made by several different

    manufacturers. A typical manufacturer' s representative may sell pumps from one manufacturer,

    fans from another, etc.

    A

    distributor

    buys equipment in large quantities from a manufacturer, and resells them to

    dealers or independent contractors. Distributors tend to emphasize the products

    of

    one manufac-

    turer and provide warehousing

    of

    products, marketing and training for their dealers. Some

    distributors are independently owned, while some are owned by manufacturers.

    Dealers

    are independently owned contractors who are franchised

    by

    distributors to install

    equipment purchased from the distributor. The franchise arrangement may require the dealer to be

    exclusive, in which case they buy all their equipment from one distributor in return for marketing,

    training and financial assistance from that distributor.

    Introduction

    to HVAC

    +M>

    Turn

    tothe x

    perti.

    5

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    INDUSTRY OVERVIEW

    Industry Associations

    Industry associations are formed to provide cooperative solutions to industry wide problems

    that are best solved by collective effort. The following associations are typical of those involving

    the VAC industry.

    SHR E (American Society of

    Heating, Refrigeration and Air Condi

    tioning Engineers) is primarily

    concerned with creating information

    for the design of projects. They pub

    lish the ASHRAE Handbook and

    create many of the recommended

    minimum standards, which influence

    project design.

    @

    RI (Air Conditioning and Re

    frigeration

    In

    stitute) is primarily

    concerned with creating standards for

    testing and rating the various types

    of

    equipment. Equipment ratings, which Figure

    6

    American Society

    of

    Heating,

    Refrigerating and ir

    Conditioning

    l l ~ Air Conditioning

    ~

    U

    Refrigeration Institute

    f : M

    National Fire

    l JProtection Association

    NFPA

    Iii:\

    Underwriters'

    \: :J Laboratories

    International

    Code Council

    L\

    ff l l \lll IX

    U.

    cout:w

    t:xue

    are ARI certified, are

    mor

    e likely to

    Industry ssoci ions

    be correct and less likely -to be mis-

    leading. ARI also provides marketing statistics for air conditioning equipment manufacturers.

    NFP

    (National Fire Protection Association) addresses building fire and smoke concerns, in

    cluding fire and smoke dampers, duct and equipment construction materials and range hood

    exhaust systems.

    U (Underwriters Laboratories) is a non-profit organization divided into two parts. The first

    section develops standards for the design and testing of product safety. These standards are

    widely accepted as the benchmarks to be used in product safety testing. The second section ofUL

    s responsible for certification

    of

    products to the safety standards. Products may be tested by

    UL

    for certification

    ar

    e listed in the

    UL

    directory and bear the

    UL

    label. Products tested to

    UL

    stan

    dards by an organization other than UL, such as CSA (Canadian Standards Association) , AGA

    (American Gas Association), and Intertech (ETL) are called

    UL

    accepted and are listed in that

    organization s directory and bear the label

    of

    the listing organization.

    UL

    may also test products

    for specific applications that are not listed in its directory. These products are known as

    UL recognized products. Local code officials generally accept the testing of these agencies to UL

    standards as meeting the requirements for safety testing.

    The International Code Council (ICC) is a non-profit association

    of

    building code officials

    who develop building safety, energy efficiency, and fire prevention codes used for residential and

    commercial construction. ICC has replaced other model code writing agencies such as Building

    Officials and Code Administrators (BOCA), Southern Building Codes Congress (SBCC), and the

    International Conference of Building Code Officials (ICBCO). The ICC model code is now used

    as the basis

    of

    most all state and local building energy codes.

    +

    Introduction to HVAC

    Turn to the Experts.

    6

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    INDUSTRY OVERVIEW

    egal oncerns

    The importance of legal issues to an equipment supplier depends upon the amount

    of

    money

    involved and the organizational relationship of the HYAC supplier on the particular project. The

    responsibilities

    of

    the supplier must be clearly identified.

    The construction and operation

    of

    a building must be in accordance with the applicable local

    and state building codes. These codes are usually based upon one

    of

    the model codes such as

    ICC, which are written and sponsored by various associations of building code officials. The Na

    tional Electric Code NEC) is an example

    of

    a model code, which

    is

    written by an industry

    association. Codes also include reference

    standards

    which are written by industry associations

    such as

    ASHRAE and ARI. ASHRAE Standard 15 , for example, is the refrigeration safety stan

    dard that governs the design and installation of refrigeration systems. A model code or a reference

    standard becomes part

    of

    the state or local building code when it is legally adopted by the appro

    priate governing body The designer is responsible for meeting the elements of the design codes,

    the contractor for meeting the construction elements

    of

    the codes, etc. The equipment supplier

    is

    generally responsible for meeting

    HY

    AC equipment safety codes. This responsibility is absolute

    when the construction documents identify the codes that must be met and when the purchase or

    der for the equipment requires that the equipment be furnished in compliance with the

    construction documents.

    The official having jurisdiction is the government official who is responsible for enforcement

    of

    the code item being considered. This official may be the fire marshal, the building inspector,

    etc. Their interpretation of a code item is final, and they have the authority to enforce their deci

    sion by refusing to issue a certificate of occupancy for the building, which is necessary before the

    building can be placed in use.

    The HVAC systems are addressed

    in a number

    of

    building construction

    codes, mainly relating

    to

    life safety,

    layout, design features, and perform

    ance energy conservation). Across the

    United States, the International Code

    Council s family of publications has

    been adopted almost universally. t is

    safe to say that familiarity with the

    International Building Code IBC),

    International Mechanical Code IMC),

    International Energy Conservation

    Code IECC), and International Fire

    Code IFC) will cover most

    of

    the

    code-related requirements for HYAC

    systems. See Figure

    7

    Always verify

    your general understanding of the code

    requirements with the specific project

    program before finalizing system se

    lection or closing out a design phase.

    Introduction to HVAC

    Figure

    Codes, Standards, and Guidelines

    R

    eproduced with p

    er

    mission of I

    CC.

    ll rights reserve

    d.

    -

    -

    Turn t

    otheE

    xperti.

    7

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    INDUSTRY OVERVIEW

    Figure 8 shows the relationships

    involved in building codes.

    Licenses and pem1its for work at

    the

    job

    site are usually obtained by the

    contractors. The equipment supplier

    is

    generally not responsible unless job

    site labor is included and a special

    license is required for this labor.

    The construction documents for a

    project are prepared by the designers

    of the project, and include the plans

    (drawings) and specifications. Archi

    tects and engineers who are properly

    registered by the local authorities to

    perform such work must sign the con- Figure

    struction documents for large projects.

    Legal Issues

    -

    Codes

    Equipment specifications and equip-

    Equipment

    Manufacturer

    ment selection criteria are included in the construction documents for plan and specification

    projects, but may be issued separately for design-build projects.

    Rather than copying the entire codes and reference standards that apply to a project, a typical

    specification will simply state that all equipment must comply with the requirements related to

    th

    at item. The codes and reference standards for a project are usually listed at the beginning

    of

    each major section

    of

    the specifications.

    An

    addendum is

    a change or addition to the construction documents for a project. Adden

    dum

    1

    might change the capacity

    of

    a chiller, for example, and Addendum 2 might add an

    electronic variable speed drive to the air-handling unit. Failure to identify addendums and include

    the changes in a quotation for the project may result in the delivery

    of

    the wrong equipment to the

    job. The resulting expense and construction delay will create a very difficult situation for every

    one involved.

    A

    contract

    is the legal agreement between the participants on a project. A contract can be

    created by the purchaser writing a purchase order that identifies the conditions

    of

    the sale. Accep

    tance

    of

    this purchase order

    by

    a vendor constitutes an agreement by the seller to all

    of

    these

    conditions. A contract can also be created by the supplier making a proposal (an offer to sell),

    which identifies the conditions

    of

    the sale. Acceptance

    of

    this proposal

    by

    a buyer constitutes an

    agreement by the buyer to all

    of

    these conditions. The terms and conditions

    of

    proposals and pur

    chase orders include the fine print, which is usually on the back

    of

    the first page. Contractors

    and equipment suppliers who do a lot

    of

    business together usually agree upon a standard proposal

    and purchase order format.

    change notice

    is a revision to the contract between the owner and the prime contractor. A

    change notice may include the changes resulting from several addenda that have been issued by

    the designers

    of

    the project. For example, Change Notice 1 may include Addenda

    1

    3, 4, and 9,

    while Change Notice 2 may include Addenda 2 and 5 through 8. Some addenda are issued, but

    never incorporated into the project because the cost

    is

    excessive or for some other reason.

    +HW?'f

    ntroduction

    to

    HVAC

    Turnto

    th

    e xpertS -

    8

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    IN USTRY OVERVIEW

    Submittals and approvals are required for large projects, in order t confirm that the equip

    ment being furnished is in accordance with the plans and specifications. The submittal and

    approval requirements are described in the project specifications. The equipment being submitted

    may have been the basis of design, which is the exact equipment that the designer used to de

    termine the size of the mechanical room, the arrangement of the piping and wiring, and the

    features described in the specifica-

    tions.

    Equipment, which was not the ba

    sis of design, will almost always be

    different in some respect. These items

    should be resolved during the bidding

    and submittal processes. Considerable

    experience is necessary in order to

    identify what constitutes a significant

    deviation, and how to either obtain

    approval of the deviation

    or

    modify

    the equipment to meet the specified

    requirements.

    f

    incorrect equipment

    is installed, it may have to be removed

    and replaced without charge by the

    contractor, probably t the expense of

    the supplier.

    Construction Documents

    Plans and Specifications)

    Proposal or

    Quotation

    Figure

    Legal Issues - Purchase ontract

    Addendums to

    Construction Documents

    Figure 9 shows the relationship of the various documents that are most frequently encoun

    tered

    by

    equipment suppliers.

    ntroduction

    to HVAC

    .. .

    Turn totheExpertS

    9

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    INDUSTRY OVERVIEW

    elivery Methods

    There are many different methods of taking a project from the needs identification phase to

    the completed uilding. The various design elements are not always completed in the same se-

    quence or by the same members of the design team. Design is a shared ongoing process that is

    not always done by the HVAC designer. System selection needs to be responsive to this fact

    along with the many other criteria placed upon the process. Four common methods are shown

    below. Features are shown in Figure

    10

    Typical Projects

    All

    types of Complex or schedule Complex or budget Energy conservation

    buildings constrained

    constrained or

    system

    retrofits

    When

    are Design

    Before bidding for Completed after Before or after Completed after

    Details Worked

    constr

    uct

    on bidding

    bidding bidding

    Who Works on

    HVAC Desig

    ner

    and

    Either

    HVAC

    HVAC

    Designer

    Des

    igner or

    Cont

    ractor

    Them?

    Contractor

    Contractor

    Who is

    Responsible

    Either HVAC

    HVAC Designer

    D B Contractor Des

    igner

    or

    Contractor

    for HVAC

    Design?

    Contractor

    Level

    of Design

    Complete through

    Can

    become

    May

    change duri

    ng

    Depends

    on

    Team Continuity

    process

    fragmented process Cont

    ractor

    control

    Who

    Controls

    Controlled by Often

    forced

    to

    adjust

    Often forced to

    adjust

    to compet

    i

    ng Contractor

    Integrity of

    Design?

    HVAC Designer

    to competing needs

    needs

    Degree of Process

    Gr

    eatest

    Less than Normal Moderate to High

    Least

    Burden

    Level of Owner

    Highest Moderate Moderate

    to

    Limited Very Limited

    Involvement

    Length

    of Schedule

    1

    o

    4 years

    typical

    15

    to 25

    ess than

    Like Plan and

    Spec 3 o12

    Months

    Plan and

    Spec

    Relative Cost to

    Average to High

    -

    Greatest

    - caused

    by

    Average to

    High -

    Least - paid out

    of

    depends on bidding

    CM

    fees

    and

    biddi

    ng

    Owner

    climate

    shortened

    schedu

    le

    climate

    savings

    Figure 1

    omparison of the Features of Delivery Methods

    Introduction to HVAC

    s ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

    1

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    INDUSTRY OVERVIEW

    Plans and Specifications Plan and Spec)

    A typical Plan

    and

    Spec pro

    jec

    t organization is shown in Figure 11. This delivery method

    has dominated the public money segments of the industry for quite some time. A detailed set of

    contract drawings and specifications

    are prepared y the HVAC designer,

    then bid by mechanical contractors,

    either publicly or y invitation. Once

    a contract is awarded, the construction

    team executes the design and turns

    over the building

    t

    the client for use.

    Other

    Desi ners

    HV C Design

    Engineer

    Figure

    Other

    Subcontractors

    HV C

    Subcontractors

    therVendor

    HV C

    quipment

    Supplier

    Typical onstruction

    r

    oject Organiz

    at

    ion

    HV C

    Service

    Plan and Spec project delivery offers system selection as an up -front activity led by the

    HVAC system designer Figure 12). The designer completes drawings and specifications that

    document what will eventually be

    provided by the construction contrac

    tor, often with minimal input by the

    architect and client, and seldom

    if

    at

    all from the eventual occupants.

    Introduction to HVAC

    Plan

    and Spec

    Project Structure

    Fig 11

    Figure 12

    lan

    and

    Spec Project Structure

    r t i

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    INDUSTRY OVERVIEW

    A negative feature

    of

    Plan and

    Spec is that only during bidding does

    the potential construction contractor

    have a chance to review the design

    and communicate concerns

    to

    the de

    signer. Changes to the design are

    difficult to bring about.

    Design-Build D-B)

    Q,)

    C

    c:

    I)

    s::

    0

    0

    i

    i5

    O

    c:

    I)

    t l

    0

    0

    During System Design Process

    Criteria System

    Concept

    Design Calculations

    and Equipment

    Selection

    Figure 3

    Cost

    nd

    Difficulty ofMaking Changes

    Plans

    and

    Specs

    Design Build differs from Plan and Spec in that the construction bidding phase is moved up

    to

    the front

    of

    the design process (Figure 14). Properly done, the client prepares building systems

    performance plans and specifications

    that are bid by contractor teams with

    design capability that carry forward

    with the design process, meshing it

    with the construction activities

    to

    shorten the overall project delivery

    schedule.

    The HVAC system selection oc

    curs right up front, along with the

    other building systems, as the per

    formance documents are prepared.

    I f

    good communication and documenta

    tion occurs during the performance

    phase, the initial system selection will

    Owner-Prepared Performance

    Bid Package

    Review

    of

    Contractor

    Bid

    Packages

    and

    Contract Award

    J

    ~ ~ i n e e r j

    Single-Line

    Layouts

    Equipment

    Selections

    Completion Dates

    Update

    Layout,

    Coordinate

    Contractor

    Drawings

    Confirm Equip.

    Selections

    ---- . . i Owner Approval

    I ossible 3rd Party Reviews - Arch/Engr V

    carry forward in the remaining phases

    Figure 4

    of the design process and be properly Design Build Project Structure

    implemented during construction. Of-

    Warranty Period

    Owner

    Takes

    Beneficial Occupancy

    Equipment

    Installation

    ten, the original architect and engineer who worked on the performance specifications, if not on

    the winning bid team, will be retained s consultants to ensure that the client s needs are met as

    the building design takes shape and construction is completed.

    Introduction to HVAC

    Tw-n

    to the

    Experts :-

    12

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    INDUSTRY OVERVIEW

    Construction Management CM)

    In the

    construction m n gement

    delivery method, an additional person is added to the team -

    the construction manager (also called the CM). Traditionally hired by the client, the CM oversees

    the design and construction process, streamlining both efforts. The construction manager relieves

    the client

    of

    watching over the complexities of the project and ensures that the design process and

    construction results will be responsive to the client s program. Many times the CM will operate at

    risk, having guaranteed an overall project maximum cost or a construction schedule, or both.

    When a client hires a construction manager, the final selection

    of

    the architect and engineers

    may be the decision of the CM.

    Performance Contracting

    The

    perform nce contr cting

    method of project delivery

    pu

    ts the greatest amount of deci

    sion-making in the contractor s hands. Usually a client

    is

    interested in lowering their energy costs

    by replacing or upgrading a building system (like lighting, HVAC, or high-use motors), but is not

    willing or able to provide the capital financing. Performance contracting transfers the financing

    responsibility from the client to the contractor, who is then paid a percentage of the future savings

    in energy costs.

    Potential savings in energy costs are discovered during an energy audit of

    the facility and

    proposed to the client by the contractor. V C systems are often a source of the energy savings,

    both because of how much energy they use, and the savings that occur through improvements in

    maintenance and operations. When significant upgrades in HVAC systems or a retrofit to another

    system are suggested, the client needs to carefully review the impact on their employee comfort

    and productivity to make sure it is a net gain. Many clients will bring in an HVAC systems con

    sultant to review the recommended changes before authorizing the performance contractor to

    proceed with the work.

    Typical Projects

    Residential projects are usually design-build projects handled by air conditioning dealers and

    contractors. The purchaser is usually a developer in new construction, or a homeowner for exist

    ing buildings.

    New small commercial systems are also design-build projects by air conditioning dealers and

    contractors. The purchaser is usually a developer in new construction, and a business owner or

    tenant for existing buildings. New large systems, above 100 tons, are usually plan and specifica

    tion projects. The equipment sale is usually to a contractor, but the owner and the designer can be

    very influential in determining the equipment supplier. n some cases, the equipment is purchased

    directly by the owner.

    Introduction

    t

    HV C

    Turn

    t

    oth

    eExperti.

    13

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    jNDUSTRY OVERVIEW

    Equipment replacement projects are usually negotiated between the owner and a service con

    tractor.

    Regardless of the type of project, the sequence of events is as shown in Figure 15, which is

    sometimes referred to as the time line of a project. The initial phase is an organizational phase,

    in which the owner or developer

    identify the major participants and

    decide how the project will be

    organized (negotiated, plan and

    specification with competitive

    bids, etc.).

    The conceptual phase begins

    with the identification

    of

    the pur

    pose and general criteria for the

    project by the owner. Each

    of

    the

    design professionals then deter

    mines which general concepts are

    most appropriate to meet the es-

    ORGANIZATION

    PHASE

    Organization Typo:

    Design Build

    Plan andSpec

    Construction

    Management

    Purchase Method:

    Competitive Bid

    Negotiation

    Create Project

    Team

    tablished criteria. The Figure 5

    CONCEPT

    PHASE

    Project Criteria:

    Comfort Level

    Costs

    Appearance

    System Choice

    Coordination:

    Spa

    ce

    Budgets

    requirements for each trade are Typ ical V

    C

    Proj ect m

    el

    ine

    coordinated. Using the HVAC

    DESIGN

    PHASE

    Load

    Calculations

    Equipment

    Selection

    Air

    Distribution

    Water

    Distribution

    utomatic

    Controls

    Co

    nstructi

    on

    Documents

    Co

    ordinate

    Details

    CONSTRUCTION WARRANTY AND

    PHASE SERV E PHASE

    Pr

    ici

    ng

    w

    ard of

    Contracts

    Equipment

    Purchase

    Submittal

    and pproval

    Installation

    Commissioning

    Resolve Equipment

    Failure and System

    Operational Problems

    system as an example, the equipment and duct space is allocated by the architect, the preliminary

    electrical power requirements are provided to the electrical engineer, the equipment weights to

    the structural engineer, etc. The budgets for each trade and for the entire project are established.

    The

    V

    AC system design phase is dominated by the

    V

    AC designer, either an independent

    consulting engineer or an employee

    of

    the design-build contractor. The designer confirms the cri

    teria for the

    V

    AC system, calculates the cooling and heating loads, selects the equipment,

    designs the air, water and refrigerant distribution systems a

    nd

    the

    V

    AC control system. Each

    item must meet the space, cost and service requirements that were agreed upon during the concept

    phase, or the designer must coordinate the new requirements with all

    of

    the affected parties. De

    sign changes become increasingly difficult during this phase.

    The constmction phase is dominated by the contractor.

    It includes the purchase of equipment,

    installation of equipment, air and water distribution and control systems and the commissioning

    of the HV AC system. To the contractor, timing is extremely important. Delays in equipment

    submittals or deliveries can result in substantial increased cost to the contractor that may lead to

    legal damage claims.

    The warranty and service phase involves the owner and, for commercial projects, the building

    management and service contractors as well. Everyon

    e

    including owner, tenants, contractor, ar

    chitect and engineer, becomes aware

    of

    problems that affect or prevent operation

    of

    the

    V

    AC

    system. Prompt and fair resolution

    of

    any problems is extremely important.

    a

    Introduction to HVAC

    Turn to the Expert$

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    INDUSTRY OVERVIEW

    HV C Systems

    Many types

    of

    HVAC systems have been developed to serve a wide range of different mar

    kets and performance requirements. The choice of a suitable type of system is a logical first step

    toward providing a satisfied client. The choice should

    be

    based on the priorities that have been

    established for that individual project. These priorities include functional performance, costs and

    many other considerations.

    HVAC systems differ widely in their ability to provide the normal air conditioning functions,

    which include the control

    of

    temperature, humidity, air motion, air quality ventilation and air

    purity) and sound level. Costs include the initial construction cost

    of

    the system; the cost

    of

    en

    ergy, makeup water, water treatment and disposal; the cost of operation labor, maintenance,

    repair and equipment replacement; the cost of system modification to serve future tenants; and the

    construction cost

    of

    building space for ductwork, piping and mechanical rooms. Other considera

    tions include the architectural appearance of visible system elements, the probability and impact

    .

    of

    HVAC system failures and the disruption

    of

    tenant activities related to maintenance

    of

    items in

    tenant areas.

    From the above, it should

    be obvious that the lowest construction cost system is inappropriate

    for most applications. Most owners and system designers are very interested in providing appro

    priate systems, and are relatively open to discussion of these items. To be successful, these

    discussions must occur before or during the concept phase of the project.

    HVAC systems are generally classified by the type

    of

    refrigeration and by the type

    of

    air

    system.

    Refrigeration systems are either direct called

    X

    for direct-expansion ) or indirect. The

    cooling coil in a DX system is cooled directly by the expansion

    of

    refrigerant inside the tubes

    of

    the coil. The cooling coil in an indirect system is cooled by chilled water or brine that is circu

    lated through a piping system between a water chiller and the cooling coil.

    Packaged X systems with a single refrigeration compressor, cooling coil and condenser in

    close proximity to each other generally have low initial cost, and can be very efficient

    if

    the com

    ponents are selected for high efficiency. They are usually simple and trouble-free. Split system

    DX systems become more complex and prone to refrigerant leakage with increasing numher

    of

    components and the length

    of

    piping. A single leak can result in loss

    of

    the entire refrigerant

    charge of a system.

    Chilled-water systems are generally preferred if one or two central water chillers can replace

    a large number of separate DX systems, or

    if

    the refrigeration equipment must be remote from the

    cooling coils. Water piping between the chiller and the cooling coils is simpler than refrigerant

    piping. The refrigerant piping system can be factory-installed and tested

    on

    practically any size

    chiller, and the possibility

    of

    refrigerant leakage

    is

    minimized.

    Air systems are generally classified as either single or multiple zone systems. Single-zone

    systems can serve any size building area as long as a single temperature control zone can provide

    reasonable temperatures throughout the area served by that system. A window air conditioner and

    a 50,000 cfm central system serving an exhibition hall are examples of single-zone systems. Mul

    tiple single-zone systems can be installed to provide separate zones within the building area, with

    a separate temperature control for each single-zone unit.

    Introduction t HV C

    +4

    -

    Turn to the Expert .

    15

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    INDUSTRY OVERVIEW

    Multiple zone systems provide several or many temperature control zones from the same cen

    tral equipment. One central air handler can serve over a thousand separate temperature control

    zones. Many of these systems use room terminal units to serve each zone. Multiple-zone systems

    are sub-classified in several ways, as shown below.

    ,------------

    ---- - - - - - - - - - - - - -

    System

    T

    pe

    :

    L l l l . . . . . . . a l o l ~ ; ; . . , l i l ~ , , . _ , , , i i i i l l i i l ~ ~ .................. ~ _ . . . . . . . . j . . ; J

    i Water

    Cool

    ed Pa

    ckaged l Commercial :

    1 1 I

    3 2 , 4 5

    1

    1

    1

    2

    w ~ t ~ r ~ ~ . ~ ~

    ~ ~ ~ ~

    = : ~ : . . . . . . . ~ ~ ~ 1 ~ ~ ; ~ ~ -

    q

    . J 3_. f . = ~ - : : = - - i = - ~ ~ _;

    1

    Water Source Heat

    Pum

    pw/ 1 Office '

    2

    I

    2

    i

    3

    I

    2 2

    I

    4

    I

    3

    i

    2

    I

    I

    Precond1t1oned

    Vent1lat1on

    I

    ___

    -

    ---+---------+----

    1

    _

    f-------

    _

    Duct

    Fre

    e Spilt ,

    Commercial

    ' 1

    1

    1 I 4

    1

    2 2 5 1 2

    _________ ______

    _

    ___________________________________

    -

    _ _ J _ _ - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - -

    - - - - -

    ------ ----------- - -------

    ..

    ----- -

    :

    l

    ---------- r . r

    - ........-- - -

    2

    Pipe

    C h a n g e o ____________ ___________________ J_

    ___

    ____; ____ _____ ________

    J

    ___ s _

    __J

    - - - L - - - - - I

    __

    __2 ______ ----

    - - - - -

    j 2 Pipe

    Electric

    Heater

    I Hotel, Apt. 1 ' 1

    I

    4

    I

    3

    1

    5 ' 5 i 3 2

    4 Pipe t Hote1

    , Apt-

    :

    1

    ---r-

    sT

    -

    Multizone :

    Mtg

    . Rooms ____ - - - - - - - - - L - - - - - - ____ ____

    L_

    __ - - - -

    L

    ' 3 Deck

    Multizone

    ; Mtg Rooms : 1 , 3 ' 5 : 5 ' 3 , 4 , 2

    ~ ~ i - O ~ c t

    -- --------------

    :

    Mg. Rooms

    ~ - - - - - -

    --

    1-

    j-

    ..

    -1-

    .....

    ___ 5-----t -- -

    5

    .

    --

    h

    -:--

    -4-

    :-

    ---1

    ,

    __

    __ _________ ------- --------------- ----------- r - r------ --r t - ----,- - -

    I

    Constant

    Volume

    Reheat

    Labora

    tory

    3 3 I 3 I 5 5 5 2

    Figure 16

    Multiple Zone System Characteristics

    '

    - -

    '

    2

    1

    1

    All air systems are systems in which a central air system provides all

    of

    the cooling effect to

    the individual zones. All water systems do not have a central cold air system, but provide a sepa

    rate chilled-water fan-and-coil unit to serve each zone. Combination air water systems provide a

    central conditioned air system to do a portion of the zone cooling and also provide a chilled-water

    coil in each zone to supply the remaining zone cooling load. The performance and costs of the

    multiple-zone systems vary widely and are beyond the scope of this discussion.

    +

    Introduction to

    HVAC

    Turn

    to the EXpertS

    16

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    INDUSTRY OVERVIEW

    HV C Products

    Products are also classified in many ways, beginning with the type

    of

    HVAC system for

    which it is intended. A room type chilled-water fan-coil unit is obviously intended for use as

    the room terminal

    of

    that type

    of

    system.

    Products are classified by the degree of factory design, either factory-engineered or custom

    designed; and by the degree of factory assembly, such as single-piece, split-system, or field

    assembled component. The design of a factory-engineered system has the advantages of being

    tested before it is produced for sale and of continual improvement in response to product failures

    of units previously manufactured. The fabrication of a factory-fabricated system has the advan

    tage

    of

    production using properly trained labor with the optimum tooling and materials, plus

    quality testing of the finished product.

    A single-piece, factory-engineered assembled unit is inherently the most reliable and least

    expensive. Split-systems provide the ability to locate the elements in more appropriate locations,

    but with the possibility

    of

    poor refrigerant piping connections. Factory-engineered package

    equipment is usually designed for the mass market, with commensurate lower equipment price.

    Field-assembled components provide the ultimate in design flexibility for projects with unusual

    needs such

    as

    extremely low energy consumption or extremely high fabrication quality.

    Products are classified by the type of condenser, either air-cooled, water-cooled, or evapora

    tive. Air-cooled units have greater electricity demand and consumption, but require much less

    maintenance and

    do

    not require any makeup water, treatment, or disposal. The type of compres

    sor is usually part of the classification, such as reciprocating, scroll, rotary screw, or centrifugal.

    Finally, products are classified by

    the components in the product. A

    condensing unit includes a condenser

    and a compressor, in order to con

    dense the refrigerant that evaporates

    in a remote X

    cooling coil. A pack

    age water chiller is a complete

    assembly

    of

    compressor, chiller, con

    denser, controls and wiring.

    The CSI (Construction Specifica

    tions Institute) format is used by most

    specification writers. The above dis

    cussion generally follows the CSI

    classifications

    of

    HVAC equipment.

    Introduction to HVAC

    Indoor

    Unit

    AHU Fan

    Coil)

    Figure 7

    Typical Components

    of

    irCooled Split System

    Indoor

    Unit

    Furnace

    nd Coil

    -

    Turn to the Experts :

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    INDUSTRY OVERVIEW

    ummary

    The HVAC industry is a challenging and diverse marketplace. The size o the market is huge

    considering the 4.9 million building base that might require some type

    o

    new HVAC system or

    upgrade. Selection systems for this varied base can be complicated further by the multiple types

    o systems that are available and the potential unique requirements o each building. Each partici-

    pant in the design process is critical in assuring properly functioning systems are delivered to

    building owners. Compliance with building codes and specifications are also the responsibility o

    all members o the design and construction team.

    The HVAC industry is an exciting business to be a part of. Customer requirements continu-

    ally evolve and drive industry standards. Designers, manufacturers, and contractors must

    constantly upgrade their knowledge

    t

    meet their customers needs. The Technical Development

    Program series is presented t help all players in the industry to develop, maintain, and upgrade

    their skills in meeting customer needs.

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    Work Session

    M RKETS

    INDUSTRY OVERVIEW

    1. For the HVAC industry identify the two market segments that are based upon the age

    of

    the

    buildings involved.

    2. Identify the market segments that are based upon the usage of the building.

    3.

    Identify the market segments that are based upon the type

    of

    design and contracting method.

    P RTICIP NTS

    4. Match the following participants in the

    HV

    AC industry:

    Engineer

    Contractor

    Architect

    Owner

    Developer

    Commissioning Agent

    Dealer

    Service Contractor

    Equipment Sales Distributor

    Equipment Sales

    - - Representative

    Bui lding

    Op

    erations

    Manager

    Introduction to HV C

    A.

    B.

    C.

    D.

    E.

    F

    G.

    H.

    I

    J

    K

    provides the money

    and

    assumes the primary finan-

    cial risk of the project.

    provides the concept and business

    plan

    for the pro-

    ject.

    May

    also provide the project management.

    provides the architectural design of the building and

    coordinates the design services of the engineers

    and

    other design specialists for the project.

    provides the design services for technical portions

    of

    the project such as HVAC electrical structural.

    provide the constructi

    on

    work ofpurchasing and in-

    stalling the items

    ne

    e

    ded

    for the project.

    places the equipment and systems in operation after

    they have been installed by others. A Test and Bal-

    ance Contractor is a commissioning agent.

    operates and maintains the

    HV C

    and other building

    systems.

    provides maintenance and repair service for

    th

    e

    HV C and

    other bui lding systems.

    handles the sale of equipment to the contractor. Usu

    ally sells products manufactured

    by

    several different

    manufacturers.

    an equipment sales representative who provides local

    warehousing

    of

    products. Often provides training and

    marketing services for a dealer network.

    a contractor with a formal ongoing re

    la

    tionship with

    an equipment distributor.

    -

    - - - - - - Turn to the Exp ert .

    19

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    INDUSTRY OVERVIEW

    INDUSTRY SSOCI TIONS

    5 What is ASHRAE's primary mission?

    6. What is

    NFPA's

    primary mission?

    7 What is UL's primary mission?

    LEG L CONCERNS

    8 Which entity (contractor, engineer, equipment supplier, etc .) has the primary responsible for

    meeting the following requirements?

    A Building design codes

    B Building construction work codes

    C

    Equipment construction codes

    D. Building licenses and pennits

    9

    What is a national building code or standard?

    10

    What is a local building code?

    11 What are Construction Documents ?

    12

    What is an Addendum to the construction documents?

    13

    Describe two ways of creating a contract to purchase HVAC equipment.

    14. In question

    13

    above, why does it make any difference?

    15

    . What is a Change Notice?

    16 What is the purpose of an equipment submittal?

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    INDUSTRY OVERVIEW

    TYPIC L PROJECTS

    17. What are the 5 phases

    of

    a typical project?

    8

    . Identify some reasons to become involved early

    in

    a project.

    V

    C SYSTEMS

    19. There are many different types

    of

    HVAC systems - direct expansion or chilled-water, central

    or

    unitary, etc.; and many different applications - offices, hotels, residences, shopping cen

    ters, etc. Is any one

    of

    these types

    of

    systems better than all

    of

    the others for all

    of

    the

    different applications?

    20. What is a

    DX

    system?

    2

    . What is a chilled-water system?

    22. What is likely to be different

    if

    one type

    of

    HY C system is chosen instead of another type?

    23. What is a single-zone system?

    24. What is a multiple-zone system?

    HV C PRODUCTS

    25. Name some typical benefits

    of

    a factory-engineered product compared to a custom

    design using standard components.

    26. Name some typical benefits

    of

    a factory-assembled product compared to a field assembly

    of

    components.

    i

    Commercial HV C Systems

    - Turn to the Experts:

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    INDUSTRY OVERVIEW

    27. Name an advantage of aircooled equipment.

    28. Name n advantage ofwater cooled equipment.

    HV C

    DESIGN PRO ESS

    29. Why might a system designer be reluctant to change the concept

    of

    a system after it has been

    agreed upon?

    30. Why might a system designer be reluctant to change the selection ofHVAC equipment after

    it has been done?

    31. Why might a system designer be reluctant to change the construction documents for a system

    after they have been issued?

    < 4

    Introduction to HV C

    Turn to the Experts:

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    INDUSTRY OVERVIEW

    Notes

    C o ~ m ~ m ~ e ~ r c ~ i ~ a ~ I ~ V ~ A ~ C ~ S ~ y ~ s = t e m = s

    T u r n

    t e Experts

    23

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    IN USTRY OVERVIEW

    Notes

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    INDUSTRY OVERVIEW

    Work Session nswers

    M RKETS

    1 A. New Construction

    B. Existing Buildings

    2. A. Residential

    B. Commercial

    C. Office

    D. Industrial

    E. Institutional (schools, hospitals, prisons)

    3. A. Design/build

    B. P lan and specification

    P RTICIP NTS

    4. Describe the following participants in the

    HV

    C industry:

    D Engineer K

    Dealer

    E Contractor H Service Contractor

    C Architect J Equipment Sales Distributor

    A Owner I Equipment Sales Representative

    B Developer G Building Operations

    Manager

    C Commissioning

    gent

    INDUSTRY SSOCI TIONS

    5. create

    HV C

    design information

    6. create fire and smoke safety standards

    7. test products for safety

    LEG L CONCERNS

    8. A. Building design codes the designer

    of

    the item

    or

    system involved, usually the architect

    and engineer

    B. Building construction

    work

    codes contractor

    C. Equipment construction codes equipment supplier

    D. Building licenses

    and

    permits

    con

    tractor

    9. A design or construction code prepared by a national code authority, such as ICC, UL ,

    ASHRAE, NFPA,

    NEC

    , etc. .

    10. A legal document enacted

    by

    the local governing body, such as a city, county or state, that

    describes the

    minimum

    requirements for building construction. A local code usually refers

    to the various national codes and standards, instead of copying the items into the local

    document.

    11. Drawings and specifications prepared

    by

    the designer

    of

    a project to describe the construction

    work. They are used to obtain building permits and as the basis for construction contracts.

    12. a document issued

    by

    the designer

    to

    describe a change in the drawings or specifications

    13.

    A

    The buyer accepts a proposal from a seller

    B.

    The

    seller accepts a purchase order from a

    buyer

    14. The terms and conditions

    of

    a purchase order usually favor the

    buyer

    , while those

    of

    a

    proposal usually favor the seller.

    15. A revision to the contract in which the contractor agrees to make the changes described in

    an

    ddendum

    in return for

    an

    agreed

    upon

    change in the contract price.

    16. t is to confirm that the equipment to be furnished is in conformance with the construction

    documents.

    The

    objective is to avoid the project delay and expense that will result

    if

    the

    fMQi

    Turn

    to

    theEx

    pert

    Commercial HV C Systems

    25

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    INDUSTRY OVERVIEW

    wrong equipment is shipped to the job site and must be removed and replaced at the

    supplier's expense.

    TYPIC L PROJECTS

    17. A. Organize: decide who does what

    B. Concept: decide what is to be built and the appropriate budget

    C. Design: determine capacity, arrangement and construction detail

    D. Construction: Build and commission the project

    E. Warranty and Service: Prevent or correct problems

    18. A.

    f

    you have done good work with one of the organizers (owner, engineer, contractor) on a

    previous project, they can influence the others to favor you when close decisions must be

    made.

    B. You may be able to identify situations, which would place you at a competitive disadvan

    tage, and suggest changes to improve your position without hurting the overall cost or

    performance of the project.

    HV C SYSTEMS

    19.

    O

    20. A system in which refrigerant circulates directly through the cooling coil.

    21. A system in which a water chiller

    is

    used to cool water. The chilled-water is circulated

    through the cooling coils in the air-handling units.

    22.

    A.

    functional performance: temperature, humidity, air quality and sound level

    B. costs: design and construction, energy consumption, water and water treatment, operation

    and maintenance

    C. space: for duct, piping, equipment rooms

    D architectural appearance

    23. A system that serves an area with one thermostat.

    24. A system that serves several different areas and provides a separate temperature control zone

    for each area.

    HV C PRODUCTS

    25. less design cost, less chance of design errors

    26. lower cost because of tooling and production quantity; better quality because of better

    supervision and testing.

    27. no water consumption or chemical water treatment is necessary

    28. lower electricity consumption

    HV C DESIGN PROCESS

    29. The other designers, such as the architect or electrical engineer, may have to change work

    they have already done in order to accommodate the new concept.

    30. The designer will not be paid for the time required to make the change, and there is risk that

    this change will require changes to other items that have already been completed.

    31. Addendums are time consuming and expensive. They also raise the issue ofwho is to blame

    for the change.

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    Glossary

    addendum

    air water system

    all air system

    all water system

    architect

    RI

    SHR E

    building operations

    manager

    change notice

    commissioning agent

    construction

    management

    construction

    manager

    contract

    contractor

    dealers

    INDUSTRY OVERVIEW

    change or addition to the construction documents for a project

    an air conditioning system that controls space conditions by supplying a

    combination cooled and dehumidified, heated, or neutral, and

    conditioned air and chilled or heated water from a conditioning unit and

    central plant equipment located outside the conditioned zone.

    an air conditioning system that controls space cooling .conditions by

    supplying cooled, dehumidified, and conditioned air

    to

    the zone from a

    conditioning unit normally located outside the conditioned zone; heated

    air may also be provided for heating control.

    an air conditioning system that controls space cooling conditions by

    supplying chilled-water to the zone from a chiller outside the

    conditioned zone; heated water may also be provided for heating control.

    participant in a typical construction project who provides the building

    design services; when employing the engineers is called Architect/

    Engineer

    Air Conditioning and Refrigeration Institute; concerned with creating

    standards for testing and rating equipment; provides marketing statistics

    for air conditioning equipment manufacturers

    American Society of Heating, Refrigerating, and Air Conditioning

    engineers; organization concerned with creating information for the

    design

    of

    projects; publishes the ASHRAE handbook and establishes

    minimum standards that influence project design

    responsible for the operation and maintenance of the HVAC system

    revision to the contract between the owner and the prime contractor

    employed by the owner

    to

    provide an objective perspective to correct

    errors made during construction

    delivery method where an oversight contractor controls the design,

    bidding, and construction activities, most often paralleling the sequence

    used in plan and spec

    participant in a typical construction project who

    is

    responsible for

    coordinating the construction activities that must begin before the prime

    contract

    is

    awarded and continues until the project

    is

    complete; common

    in a fast-track schedule

    legal agreement between the participants

    of

    a project; can be created by a

    purchase order, or proposal

    participant in a typical construction project who provides the

    construction work

    independently owned contractors who are franchised by distributors

    to

    install equipment purchased from the distributor; this arrangement may

    require the deal to be exclusive

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    INDUSTRY OVERVIEW

    design build

    developer

    direct expansion

    DX)

    distributor

    engineer

    equipment

    replacement project

    equipment supplier

    fast track schedule

    ICC

    Multiple wne system

    new construction

    market

    NFP

    owner

    Performance

    Contracting

    Plan

    and

    Specification

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    prime contractor

    project manager

    reference standards

    replacement

    m rket

    service contractors

    subcontractor

    test nd balance

    contractors

    U

    IN USTRY OVERVIEW

    participant in a typical construction project responsible for coordinating

    all construction activity and other contractual items relating to project

    cost and timing; often the general contractor but may be a subcontractor

    if most of the work is in their specialty- -

    participant in a typical construction project responsible for coordinating

    the entire project, including design and construction work

    standards created by organizations such s ARI arid ASHRAE that

    govern the design, manufacture, and installation of HVAC equipment

    and systems

    market consisting of projects in which a previously installed system or

    equipment is replaced

    provide either preventative maintenance or

    emergency repairs after the

    system is operational

    participant in a typical construction project who has a contract with the

    prime contractor or a higher-level subcontractor

    specialists in measuring air and water flows and checking the

    performance of equipment after it is placed in service

    Underwriters Laboratories; concerned with product safety requirements;

    a UL label denotes that equipment has been tested to comply with safety

    standards

    flip

    ommercial HV C Systems

    Turnto

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    perti.

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    INDUSTRY OVERVIEW

    eferences

    2003 International Building Code. Copyright 2002. Falls Church Virginia: International Code

    Council Inc.

    2003 International Energy Conservation Code. Copyright 2003. Falls Church Virginia: Interna

    tional Code Council Inc.

    2003 International Mechanical Code. Copyright 2003 Falls Church Virginia: International Code

    Council Inc.

    fi

    Introduction to HV C

    urnt

    o th

    e

    xpert

    - - - - -

    30

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    Prerequisites:

    None

    Learning Objectives:

    After reading this module participants will

    be

    able

    to

    Describe the commercial and how its market is served.

    Describe the participants

    in

    the construction process and total HVAC life cycle influencers

    in

    the various market categories.

    Understand the steps in the construction process of typical commercial projects .

    Describe the commercial new construction process and influencers plan and specification

    and design build.

    Describe the commercial retrofit replacement and renovation market and how they are in

    fluenced by the construction process and decision makers.

    Understand how codes and regulatory influences impact building decision.

    Be able to identify how different industry organizations influence HVAC design.

    Understand how influencers and regulatory influences affect system selection.

    Understand how various players

    in

    the process can work together.

    Appreciate who does what design in each method o going to market and know when it is

    their turn to perform.

    Supplemental Material:

    Book

    T P

    Cat No

    TDP-701 796-067

    Instructor Information

    Instructor CD

    Cat No

    797-067

    Title

    System Selection

    Each TDP topic is supported with a number of different items to meet the specific needs o the

    user. Instructor materials consist o a CD-ROM disk that includes a PowerPointpresentation

    with convenient links to all required support materials required for the topic. This always includes:

    slides presenter notes text file including work sessions and work session solutions quiz and

    quiz answers. Depending upon the topic the instructor

    CD

    may also include sound video

    spreadsheets forms or other material required to present a complete class. Self-study or

    student material consists o a text including work sessions and work session answers and may

    also include forms worksheets calculators etc.

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    Turn

    to

    the

    ExpertS.

    Carrier Corporation

    Technical Training

    800 6 5544

    www.training.carrier.com