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Final Draft Principles of Heating Services Design
Final Draft Principles of Heating Services Design
Installation
1.0. Introduction
In cooler climates the provision of heating is an essential part of creating comfortable internal
environments, and therefore heating system design is a fundamental part of building services design.
Heating is a major sector within mechanical building services. There are millions domestic properties
across the world with gas-fired central heating, and such numbers are also reordered for commercial
properties with heating.
Given the current requirements to limit energy consumption and CO2 production, good design of
heating systems is essential to ensure that systems operate efficiently and safely and make effective use
of energy. Historically there have been problems with oversizing of heating systems which can lead to
inefficient operation, particularly at part load operation, to control problems and to a reduction in plant
operating life. The energy consumption for oversized plant can be 50% more than necessary.
1.1.1. Introduction
Although heating is often considered to be a simple, basic system, there are many options and
permutations to be considered. The majority of Hong Kong buildings will require heating but different
building types and locations will have very different requirements and constraints, consider for example
the choices possible for a small ground floor flat in a city center development against those for a holiday
cottage in one of the National Parks, or the choices for an urban industrial unit against those for a rural
agricultural unit and farm shop.
a means of delivering the heat into the space to be heated, i.e. the
heat emitter.
Good design of heating systems is essential to ensure that systems operate efficiently and safely and
make effective use of energy. There are many possible options to be considered, some of which are listed
in Table 1 below. These can give many permutations, from the simple use of electric panel heating, using
electricity both as the heat source and distribution medium, to a conventional gas boiler system
distributing low temperature water to a convector system. A more complex system would be one serving
various buildings by using oil as the heat source to generate high temperature water for the main
distribution, which is then reduced in temperature and pressure to low temperature water, via heat
exchangers, to serve a radiator system.
Heating Systems
Heat sources gas
Combined Heat and Power (CHP)
LPG
solar
oil
biomass
coal
off-peak electricity
electricity
wind
air or water via heat pump
ground via ground source heat pump
Distribution medium air or water via heat pump
ground via ground source heat pump
Water: low, medium or high temperature
air
steam
electricity
Emitter types radiators
ceiling panels
forced convectors
natural convectors
panel heaters
underfloor heating coils
Table 1:Heating System Components
Whilst heating systems may seem relatively simple, in practice there are many factors to be considered
during the design process, in order to achieve a well-designed system that delivers both the required
comfort conditions and level of control whilst still minimizing energy consumption.
Factors to consider
Building type Domestic
School
apartment building
retail
hospital
factory
office
Location city center
urban
suburban
rural
Table 2: Heating System Considerations
Design involves translating ideas, proposals and statements of needs and requirements into precise
descriptions of a specific product, which can then be delivered. (See Figure 1.) Two major features
characterize the design process in general. Firstly, design tends to evolve through a series of stages
during which the solution is increasingly designed at greater levels of detail, moving from broad outline
through to fine detail. Secondly, design tends to contain iterative cycles of activities during which
designs, or design components, are continually trialled, tested, evaluated and refined. Feedback is
therefore an essential component of the design process, as shown in Figure 1.
Implement Design
performance
Design delivery Design requirements
Heating design process
Review
Design
Select Develop
Within construction, design is a part of the larger construction process, as shown in Table 3. Both
the RIBA Plan of Work Stages and the ACE Conditions of Engagement Agreements A(2) and
B(2), which are commonly used for mechanical and electrical building services design, divide
design into the separate stages of outline design, scheme design and further/detail design. In
practice, therefore, the construction design process is invariably iterative, with many design steps
being revisited and revised as the design evolves and develops, and this necessitates constant
(2002)
Pre-design A Inception/Identification of client requirements C1 Appraisal stage
The problem with the standard design process is that it is both complex and lacking in design
task details. Although design is a clear part of the process, detail of the design tasks involved is
not given beyond global statements such as ‘develop the design and prepare sufficient drawings.
Therefore, a simple straightforward design sequence for heating design has been developed (see
Figure 2) to both clarify the process and allow detail of specific design tasks to be added. This
gives a simplified linear design sequence, from the pre-design stage through the various analysis,
decision and calculation steps through to the final solution, enabling design tasks to be clearly
linked to both preceding and succeeding actions. Although some feedback loops are shown, in
practice there are often feedback loops between all tasks and even within specific tasks,
several design repetitions within the various stages, and overlaps from one stage to another. For
example, information on overall space requirements and plant structural loadings is often
required by other team members at the outline design stage. This degree of detail is unknown at
this early stage therefore often assumptions and approximations have to be made in order to
provide information. It is vital that these are checked as the design progresses.
11 Final value Check that final system and components meet client requirements for performance, quality,
engineering and reliability, etc at acceptable cost; and also meet required energy targets and comply with
energy targets Regulations, such as meeting the seasonal efficiency requirements
assessment
12 Review Design review
Table 4: Heating system design
Within the overall heating design sequence there are some specific calculations that will need to be
carried out, and the sequence of these can also be illustrated as shown in Figure 6. These mainly take
place during steps 4, 6 and 8 — building performance analysis, heat losses and load analysis; continuing
into system and equipment sizing in steps 7 and 9, and system analysis in step 10.
Thermal comfort
For heating design, thermal comfort could be regarded as the main output of the design process.
Certainly, most clients do not ask for a heating system as part of their design brief, their focus is on what
systems deliver and not how they do it. What clients really require is the building services design to
deliver comfortable working or living conditions to enable their business to function efficiently. An
understanding of thermal comfort is therefore central to good heating system design. Although there are
many factors to take into account, thermal comfort is fundamentally about how people interact with
their thermal environment. Generally, a reasonable level of comfort is achieved where there is broad
satisfaction with the thermal environment, i.e. most people are neither too hot nor too cold.
The four main environmental factors that affect thermal comfort are:
relative humidity
All of these are affected by the choice of heating system and the way it delivers heat to the space.
Building designers should aim to provide comfortable conditions for the greatest possible number of
occupants and to minimise discomfort. This is achieved by considering comfort requirements and setting
appropriate design criteria.
For the thermal environment, these would usually be the operative temperature and humidity, together
with a fresh air supply rate. A typical initial winter design condition might therefore be written as 21 °C
and 50% RH for operative temperature and relative humidity respectively, with 10 l/s per person of fresh
air required. More often some variation is allowed, i.e. 21 °C ±1 °C and 50% RH ±10%.
When human comfort, health, and safety are the primary concern, the HVAC system must control air
temperature, humidity, cleanliness, and air distribution to maintain an acceptable environment for
personnel. The following conditions should be maintained for the level of activity noted.
(5) Provide minimum outdoor air ventilation of 15 cfm per person in non-smoking areas and 60 cfm per
person in smoking areas.
(4) Air motion above 100 ft/min and below 300 ft/min.
(5) Provide minimum outdoor air ventilation of 15 cfm per person or as required to control contaminants
in the space, whichever is higher.
Various strands of legislation affect the design of heating systems. Aspects of the design and
performance of heating systems are covered by building regulations aimed at the conservation of fuel
and power and ventilation and regulations implementing the EU Boiler Directive (6) which sets minimum
efficiency levels for boilers. Heat producing appliances are also subject to regulations governing supply of
combustion air, flues and chimneys, and emissions of gases and particles to the atmosphere. Designers
should also be aware of their obligations to comply with the Construction (Design and Management)
Regulations and the Health and Safety at Work Act. Beyond strictly legal requirements, the client may
wish to meet energy and environmental targets, which can depend strongly on heating system
performance.
Depending on the type of project, the design brief may evolve during the course of the initial project
stages. However, design briefs do not usually ask for specific heating systems, they tend to concentrate
on the outcomes that must be achieved, i.e. the internal conditions that must be delivered. The brief
may simply ask for a heated building, with specific comfortable working conditions. Design of any system
must therefore relate to the functional brief, and be seen in the context of the full design requirements.
During the initial design process the building services engineer can potentially provide input on ways to
optimise building performance and reduce energy loads, including advice on:
Much design data and information can be gained from the client brief and occasionally additional input
will be needed from the client to clarify points or to provide missing data in order to develop the design
brief. Some client briefs will include the necessary initial design data such as internal design conditions,
in some cases this will need to be advised. In both cases it is sensible to check any data provided against
good design practice.
comfort requirements
ventilation strategy
spatial requirements
energy strategy
control strategy.
occupancy
cost plan
The building services engineer will also need to provide information to other design team members
throughout the project. At the initial design stages this can include advice on optimising building
performance, and can also include information on potential spatial requirements, which can be refined
as the design develops. The new Building Regulations Part L (2006) requires that both fabric and services
heat losses are limited and that energy efficient services with effective controls are provided.
design data
The fundamental initial design data needed for design of a heating system to deliver comfortable
conditions are the: internal design conditions and external design conditions. The design conditions
selected can have a substantial impact on both system loads and subsequent system performance and
therefore care must be taken to select appropriate values. Internal design criteria may be specified in the
brief, or a required functional performance may be asked for and the designer will have to specify the
required conditions. In either case these will need to be checked against good practice design standards.
Table 5 gives example winter internal design conditions for thermal comfort for a range of common
building types.
Building type Winter operating temperature Suggested air supply rate l/s per
range 0C person (unless stated
otherwise)
Dwellings
Bathrooms 20-22 15 l/s
bedrooms 17-19 0.4-1ACH
halls, stairs 19-24 19-24
kitchen 17-19 60 l/s
living rooms 22-23 0.4-1AC
Offices
conference/board rooms 22-23 10
computer rooms 19-21 10
corridors 19-21 10
drawing office 19-21 10
entrance halls/lobbies 19-21 10
general office space 21-23 10
open plan 21-23 10
toilets 19-21 >5ACH
building thermal performance analysis
The thermal performance of the building will need to be established to enable the calculation of heat
losses, assess preheat requirements and calculate the heating loads. As the thermal insulation
performance of the building fabric has improved, the infiltration component of heat loss can now
comprise a substantial percentage and therefore needs to be estimated as accurately as possible.
Although building air leakage testing will be required for most buildings, and will form part of the design
requirements, this sets an expected standard, generally specified for a specific applied pressure
difference such as 50 Pa, and therefore does not provide data for infiltration calculations. An initial
assessment of building use and hours of occupancy will determine if intermittent, rather than
continuous, operation is likely. Details of the overall building thermal response will be needed to
determine the likely preheat requirements and the impact on heating system performance. This
information, together with the design conditions, and site data, will also enable the analysis of
condensation risk, if this is part of the agreed design duties.
A U-value is a measure of thermal transmittance. Heat flow through a material is usually expressed in
terms of thermal resistance (R). Transmittance is the inverse of resistance and can therefore be
Heating system choice depends on many factors. These can be loosely grouped into two areas relating to
practical system installation and to performance and use factors.
Installation factors include: space required/available, potential plant room locations related to the spaces
to be served, capital cost of installation, zoning requirements, flexibility, ease of installation, ease of
commissioning.
Performance and use factors include: cost, comfort, control and convenience
To determine the most appropriate system to meet the client’s requirements, an assessment of options
against some of these factors can be helpful. System choices can be compared using, for example, a
ranking and weighting matrix to assess suitability using some of the key usage factors related to system
choice. Information on the client’s operating and control strategy will also inform the decision process.
heat emitter
heat source.
The next step in the design sequence is to take the information on the building fabric and infiltration
performance from building thermal performance analysis and use this to establish both infiltration and
fabric heat losses for each space to give an individual heat loss for each building space that will require
heating. Information on the type of heating system and emitter selected is also required, as both manual
calculations and the majority of software packages will require information on the relative radiant and
convective outputs as part of the input data.
With better fabric insulation the infiltration heat loss can now account for up to 50% of the total heat
loss in some smaller buildings and therefore infiltration rates need to be estimated as accurately as
possible.
To move from the heat loss to the heat load for a space, additional factors need to be considered,
including any additional loads within the space and any preheat requirements An assessment of
ventilation provision is required at this stage, as although this is likely to be met by a separate system in
most buildings, it will in some cases be met by natural ventilation, in which case it will add an additional
heat load directly to the space.
Internal gains
Normally no allowance would be made for internal gains in establishing space heating loads as a worst-
case scenario is always considered, i.e. to bring the unoccupied building up to temperature. However,
exceptionally, if the heating will be operating continuously and there are constant heat sources such as
electric lights and occupants in a continuously occupied building, then the steady state heat requirement
can be reduced by the amount of the constant gains. However, the risks of this should always be made
overt to the client as if any gains are removed or reduced or the building is operated intermittently then
the system may not be able to achieve the design temperatures.
Preheat requirements
The building thermal capacity will affect the way the building responds to heat input, meaning the rate
at which it warms up and cools down. For any building that is heated intermittently this will need to be
considered as the building will cool down during the unoccupied periods and then need to be brought
back to temperature. For heavyweight buildings with a high thermal capacity, and/or those
intermittently occupied, some additional heating capacity will be required to ensure that the building
can warm up and achieve the design temperature before the start of the occupied period; the preheat
time. This additional capacity is required by the space heating system, i.e. the emitters, as well as by the
main heating plant. In order to assess the preheat requirements, information on both intermittent
operation and on the building thermal response is needed. For normal intermittent operation the plant
and equipment will need to be larger than the steady state requirements, with the required capacity
calculated by applying an ‘intermittency factor’ F3, based on the thermal response factor for the building
and the total hours of plant operation:
If the calculated value of F3 is less than 1.2, CIBSE suggests that the value be taken as 1.2 to ensure that a
reasonable margin of 20% for preheat is applied, although other values may be used, for example by
using a dynamic simulation model to more accurately assess the required excess capacity.
For highly intermittent systems, a steady state heat loss is inappropriate to size the system and a
dynamic simulation model that considers the way heat is absorbed by the building fabric is required.
Once the individual room losses and space heating loads have been determined and decisions have been
made on the system, emitters, etc, then the system can be sized and emitters selected. It is possible that
alternative solutions are still being investigated at this stage, in which case further comparison in terms
of cost, performance and energy efficiency may be required to reach a final decision.
The intermittency factor F3 can also be expressed as a plant size ratio (PSR) defined as:
Some heating systems, such as warm air, can lead to considerable temperature stratification in the space
This means that the inside temperature at high level is much higher than that used in heat loss
calculations and therefore the heat loss through the ceiling/roof will be greater than anticipated. A
correction to the heat loss, to allow for the height of space and system used, will need to be applied.
These corrections can now mean that, for certain heating systems, the required emitter load is larger
than the original space heating load. Once the emitters have been sized then the distribution layout can
be determined and the system sized. When determining the most appropriate layout for the distribution
system, balancing and regulating requirements should be considered.
The system distribution losses will need to be assessed. Those from within the space can contribute to
the required space heating load. However any non-useful distribution losses will need to be allowed for
within the overall heating load for the building. Whilst for energy efficiency distribution losses should be
minimized, for example by insulating pipes that run through nonoccupied areas, an allowance will still
need to be made.
Once individual space heating loads have been determined, and the emitters and distribution system
sized, an overall heating load can be determined. This will require establishing all the various heat loads
that may need to be met, such as space heating loads, any system distribution losses, HWS load, central
fresh air ventilation heating load that is if ventilation air is provided centrally by mechanical ventilation
systems and any potential process load. The first step is to establish the maximum simultaneous space
heating load. Having already considered the preheat requirements for the space(s), and sized the
emitters, an allowance needs to be made for any non-useful distribution losses.
For individual spaces the maximum heat loss is always required to size any emitters for that space.
However when considering the total space heating load for sizing central plant, some diversity can be
applied to infiltration, to allow for the fact that infiltration of outdoor air will only take place on the
windward side of the building at any one time, with the flow on the leeward side being outwards. This
suggests that the total net infiltration load is usually about half of the summation total for the individual
spaces, although the infiltration patterns for individual building configurations should always be
considered carefully. This exercise is important as, given current high levels of fabric insulation, the
infiltration component of heat loss is now substantial, often accounting for up to 50% of the total in
small buildings.
An analysis of load diversity is needed as the maximum demands for each separate part of the overall
load are unlikely to coincide. In addition to the infiltration diversity within the total space heating load,
there can be zone diversities, perhaps due to differing hours of occupancy. Process loads could be
intermittent and the HWS load could perhaps peak at the middle or towards the end of the occupied
period, rather than the beginning.
The individual and zone space heating loads should be reviewed to check when the peak demand occurs.
While it is most likely that the worst case scenario will be for all spaces to require heating at the same
time it is possible in certain buildings that there could be spaces or zones which only have very
occasional use and do not coincide with the main demand times from other areas.
For intermittent heating, the period of maximum demand for the heating systems will be during the
preheat period. In practice the preheat periods for all spaces and zones will generally be co-incident and
therefore the maximum space heating load will be the sum of these, after considering infiltration
diversity.
Once the overall heating load has been determined, then the heating plant can be sized and selected,
together with other plant items such as the flue and fuel supply system if required.
Standby capacity
Occasionally standby capacity may be required so that, in the event of partial system failure or plant
maintenance, the main loads can still be met and the building continues to function. The decision on this
can require risk assessment. However, this can add still more additional capacity to the system increasing
the overall risk of oversizing and poor performance, therefore this should be considered together with
the load diversity analysis as there may already be sufficient capacity within the system. Where further
capacity is required careful consideration is needed of the load breakdown to ensure that the various
expected load combinations can be met efficiently, for example considering the optimum module size for
modular boiler installations. If the heating plant consists of modular boilers then adding one extra
module may be sufficient to both meet the requirement and still ensure system operating efficiency.
Control requirements should be finalised, considering the required system operation. With the main
system design layouts completed, the final layouts and services co-ordination should be checked again
for any clashes and for ease of commissioning and maintenance.
With the system selected and plant and equipment sized and plant selected, it is now possible to more
accurately predict system performance and check energy performance targets are still met. Predicted
system performance, including part load performance, should be investigated to check that the selected
systems can operate efficiently under all predicted load conditions. This is particularly important if
additional capacity has been added, for example for preheat or standby, as this effectively adds a margin.
It is important to check that this does not unduly oversize the system, leading to poor performance at
normal operating conditions. It is also essential to check whether other margins have been added at any
stage in the design process, including those that will occur by selecting standard plant sizes.
In order to achieve an energy efficient building that delivers the required level of functionality and
occupant comfort it is essential to form a clear and integrated control strategy at a very early design
stage. In all cases the control strategy should be set out first so that the control options can be evaluated
against the required level of functionality. As such, the controls should be considered at an early stage as
an integral part of the system design.
At this design stage the task is to carry out a final evaluation of the controls, now that the final system
design is complete and part-load performance evaluated, to ensure that they can deliver the required
level of control, response and energy efficiency.
Value engineering should be carried out at several stages within the project to ensure that the design is
on track to meet the client requirements for performance, quality, reliability, etc at least cost. For
example, value engineering workshops can be held during both the scheme and detail design stages to
ensure that the design decisions made are the ones that achieve best value.
Energy targets
The final system performance will need to be checked again to ensure it complies with regulations and
meets required energy targets, for example meeting the seasonal efficiency requirements and achieving
a building emission rate (BER) less than the target emission rate (TER)
Design review
There are a number of different interim reviews that can be done throughout the design stages of a
project, from the feasibility and innovation review to straightforward progress reviews, culminating in a
post-project review after project completion which can provide valuable feedback lessons to inform
future work.
During the design stages there should be review meetings of the design team at regular intervals to
review design progress, agree changes, check compliance with the brief, etc. The intent of these is to
monitor the progress of the design against the programme and cost targets, anticipate potential
problems, and ensure that required information will be available when needed. Review meetings can
involve one or several design disciplines.
Some design practices hold a formal peer group in-house design review near the end of the design
stages, presenting to other design teams, perhaps from other regional offices. This can be a useful part
of the project quality checks, and provide additional valuable cross-checks on the proposed design
solutions, as well as sharing experience and expertise within the organisation.
Post-project review is usually held by the in-house design team at the end of the project, after
completion and handover, to review the inputs and outcomes and provide the opportunity to summarise
key points learnt. This can provide the opportunity to review both the technical content of the design
and the management of the design process to provide feedback to inform future work, including the
provision of design benchmark data for future projects. A post-project review meeting can also be held
with the entire project team. Sometimes there is the opportunity to obtain further feedback after
handover and occupation, e.g. via post-occupancy surveys. The client may also require additional duties
to include monitoring system operation.
Sometimes there is the opportunity to obtain further feedback after handover and occupation, e.g. via
post-occupancy surveys. The client may also require additional duties to include monitoring system
operation. For example, the energy performance of the system can be monitored using the CIBSE
logbook approach, and the actual operation of the system and comfort performance monitored for
compliance with the intended design operation. This can provide valuable feedback to inform briefing
and design guidance for future projects
Fresh air
10 L/S/person
200C
Infiltration
1.0 (ACH)
Outside Temperature
Winter -50
Assumptions are:
External walls: 115mm brick, 115mm mineral wool, 115mm Aerated block, 13mm Dense plaster.
R value = 0. 8855²K/W
2.28241m²K/W
1 ÷ 2.28241m²K/W
= 0.04561 m²K/W
U-values Assumptions:
ΔT = 20—5 = 250C
Note: all internal areas to be 210C, no internal heat transfer will occur, measurements made by floor
instead of internal rooms.
Q=U*A*ΔT
Q=U*A*ΔT
ΔT = 20—5 - 25
A = 371m²
=2318.75 W
Q=U*A*ΔT
A = (L × W × Number of windows)
Q=U*A*ΔT
371m2
Q=U*A*ΔT
A = L × W (Number of doors)