Before Going Out into the Field
By collecting basic building information, the team may identify some low or no-cost improvement opportunities. By reviewing building drawings and interviews with the building manager, collect the following information:
- The building occupancy schedule
- Equipment run-time schedules
- Setpoints for all HVAC equipment
- Any changes in schedules or setpoints for different seasons, days of the week, and times of day
- Review mechanical drawings for:
- HVAC equipment location as well as quantity and size
- Age, type of HVAC equipment
- Mechanical room locations
- Are there any known operational issues with the HVAC system?
- Does the building use automated systems for control of HVAC equipment?
In the Field
You may consider interviewing building occupants to learn about comfort issues. HVAC and indoor comfort are linked; comfort feedback may indicate whether HVAC equipment is running properly.
While in the field, check for existence of personal comfort tools – e.g., fans, heaters, window shades/blinds.
Observe the level of clothing occupants are wearing. Does it seem appropriate for the outdoor conditions?
Check the condition of HVAC equipment. Do you notice any of the following?
- Significant noise
- Apparent wearing and/or dirt on equipment
Also, note the following in the field:
- Verify the thermostat locations. Is there any equipment blocking access to thermostats? Are any located in direct sunlight?
- Check air vent performance. Any obstructions to note? Does air appear to blow when the system is running? Consider taking airflow measurements.
Back in the Office
Review comfort feedback for trends. Are there any spaces that are overheated/overcooled, according to occupants? Is there education that may be necessary to ensure that building occupants know how to properly operate thermostats?
Review your notes and consider the following:
- Based on interviews and observations, can the heating/cooling schedule be adjusted?
- Are there opportunities for HVAC upgrades or maintenance?
- Is there evidence of spaces that are overcooled or overheated in the building?
- Did the occupant survey reveal any opportunities for changes in HVAC operations?
- Research opportunities for rebates or incentives to perform energy audits at the project building. Power utilities often offer rebate programs for companies that improve energy efficiency
More resources:
- How to Conduct an HVAC Audit
- Energy Star Portfolio Manager (may be used to compare the building’s energy use with similar building types)
- Personal Comfort Systems