How to design a heating
system
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CIBSE Knowledge Series — How to design a heating system
How to design a
heating system
CIBSE Knowledge Series: KS8
Principal author
Gay Lawrence Race
Editor
Helen Carwardine
Contents
1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
1.1 Use of this guidance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
2
The heating design process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.1 The design process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
2.2 Heating system design process . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
2.3 Key heating design calculation sequence . . . . . . . . . . . . . . . . . . . .8
2.4 Thermal comfort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
3
Key design steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
3.1 Step 1: pre-design and design brief . . . . . . . . . . . . . . . . . . . . . . .10
3.2 Step 2: gather design information . . . . . . . . . . . . . . . . . . . . . . . . .11
3.3 Step 3: design data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
3.4 Step 4: building thermal performance analysis . . . . . . . . . . . . . . .13
3
.
5 Step 5: heating system option analysis and selection . . . . . . . . . .15
3.6 Step 6: space heat losses and heat load . . . . . . . . . . . . . . . . . . . .20
3.7 Step 7: equipment sizing and selection . . . . . . . . . . . . . . . . . . . . .23
3.8 Step 8: heating load analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
3.9 Step 9: plant sizing and selection . . . . . . . . . . . . . . . . . . . . . . . . .27
3.10 Step 10: system analysis and control performance . . . . . . . . . .27
3.11 Step 11: Final value engineering and energy targets assessment 29
3.12 Step 12: design review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
4
Developing the design — key issues . . . . . . . . . . . . . . . . . . . . . . .31
4.1 Design data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
4.2 Design margins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
4.3 Energy efficiency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
4.4 Quality control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
CIBSE Knowledge Series — How to design a heating system
CIBSE Knowledge Series — How to design a heating system
1
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 some
21 million domestic properties in the UK with gas-fired central heating, and a
further 200,000 commercial properties with heating. The UK market for
heating systems is substantial, with around 1.65 million new domestic boilers
installed per year and around 23,500 commercial boilers. There are around 9
million radiators installed per year with a further 22 million metres of
underfloor heating pipe (2005 figures)
(1)
.
Heating is also a major consumer of energy within the UK, with space heating
accounting for over 40% of all non-transport energy use and over 60% of
domestic energy use
(2)
, rising to over 80% if hot water is included (see Figure
1). As major energy users, heating and hot water also generate a substantial
proportion of CO
2
emissions, delivering almost half the CO
2
emissions from
non-domestic buildings.
Given the current requirements to limit energy consumption and CO
2
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
(3)
. The energy
consumption for oversized plant can be 50% more than necessary.
Although heating is often considered to be a simple, basic system, there are
many options and permutations to be considered. The majority of UK
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 centre 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.
The fundamental components of any heating system are:
—
a means of generating heat, i.e. the heat source
—
a means of distributing the heat around the building or buildings, i.e.
the distribution medium and network
—
a means of delivering the heat into the space to be heated, i.e. the
heat emitter.
1
Heating
In 2005:
G
1.65 million new domestic boilers
G
23,500 commercial boilers
G
9 million radiators
G
22 million metres of underfloor
heating pipe
were installed in the UK alone.
Sources: BSRIA domestic boiler
marketing report March 2006, BSRIA
commercial boiler marketing report
March 2006.
Figure 1:
UK non-transport energy
use (2002 figures) million
tonnes of oil equivalent
Space heating
Water
Cooking/catering
Lighting appliances
Process use
Motors/drivers
Drying/separation
Other non-transport
41·4
11·8
4·4
2·4
15·0
9·7
3·3
12·9
/
Source: DTI Energy consumption tables:
overall energy consumption. URN No:
05/2008 Table 1.2 Non-transport energy
consumption by end use, 1990, 2000, 2001
and 2002
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.
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 minimising energy consumption. This publication,
together with other CIBSE guidance, aims to assist the designer in achieving
that aim.
1.1
Use of this guidance
This publication provides a clear, step-by-step overview of the whole heating
design sequence:
—
section 2 maps the heating design process, with flowcharts illustrating
the design steps sequence, and sets this in the context of the overall
building process
—
section 3 outlines the key design procedures for each design step, and
CIBSE Knowledge Series — How to design a heating system
2
Good design
Good design of heating systems is
essential to ensure that systems operate
efficiently and safely and make effective
use of energy.
Factors to consider
Building type:
G
domestic
G
school
G
apartment building
G
retail
G
hospital
G
factory
G
office
Location:
G
city centre
G
urban
G
suburban
G
rural
Heat source
gas
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
water: low, medium or high temperature
air
steam
electricity
Emitter
radiators
ceiling panels
fan convectors
natural convectors
panel heaters
underfloor heating coils
unit heaters
storage heaters
high temperature radiant panels
Table 1:
Heating systems
CIBSE Knowledge Series — How to design a heating system
provides guidance on data requirements and sources, design outputs,
key design issues and potential problem points
—
section 4 addresses additional design issues that affect the design
process.
The publication links to the CIBSE Guides and also cross-references other
key industry sources of design procedure guidance. Other relevant titles in
the Knowledge Series are:
—
KS04: Understanding controls
—
KS06: Comfort
—
KS: Energy efficient heating (forthcoming title).
This guidance is intended to enable and assist building services engineers
involved in design, installation and commissioning to appreciate the key
decisions and design steps involved in heating system design. It is likely to be
of particular benefit to junior engineers and those whose main experience lies
within other sectors of building services design. It can also be used by building
services engineers to facilitate discussion on design requirements and design
decisions with their clients.
The publication answers the following questions, which can be used to help
you find the most relevant sections to you:
—
What are the key stages in the heating design process? (Section 2.2)
—
What are the design criteria for thermal comfort? (Sections 2.4 and
3.3)
—
What should I consider when selecting a heating system? (Section 3.5)
—
How do I determine preheat requirements? (Section 3.6)
—
What should I consider to determine the required heating load?
(Section 3.8)
—
When should I consider load diversity? (Section 3.8)
—
What else should I consider during design? (Section 4).
Finally, a selected bibliography is provided for those who want further reading
on the subject, subdivided to cover the main design steps and key topics such
as design data, design calculations, design checks, heating plant and controls.
Detailed technical information on heating system design and design data can
be found in CIBSE Guide A (2006) and CIBSE Guide B (2001-2), chapter 1.
3
2
The heating design process
2.1
The design process
Design involves translating ideas, proposals and statements of needs and
requirements into precise descriptions of a specific product
(4)
, which can then
be delivered. (See Figure 2.) Two major features characterise 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 2.
Within construction, design is a part of the larger construction process, as
shown in Figure 3. Both the RIBA Plan of Work Stages
(5)
and the ACE
Conditions of Engagement Agreements A(2) and B(2)
(6)
, 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 communication and clarification
between team members.
CIBSE Knowledge Series — How to design a heating system
4
Figure 2:
The design process
1. Client
need
The design process
3. Design
Design
performance
Feedback/
review
Feedback/
review
Inform
Develop
Select
Implement
2. Design
requirements
4. Design
delivery
CIBSE Knowledge Series — How to design a heating system
2.2
Heating design process
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 4 over the page) 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, reflecting the more iterative
nature of real-life design. Further detail on all of these steps is available in
section 3.
It is important to still set this in the context of the full design process. In practice
there are 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.
5
RIBA plan of work (1999)
ACE Agreements A(2) &
B(2) (2002)
A Inception/Identification of
client requirements
B Strategic brief
C1 Appraisal stage
C2 Strategic briefing
P
re-design
C Outline proposals
D Detailed proposals
E Final proposals
C3 Outline proposals stage
C4 Detailed proposals stage
C5 Final proposals stage
Design
F Production information
C6 Production information
stage
G Tender documentation
H Tender action
C7 Tender documentation and
tender action stage
Construction
J Mobilisation/Project
planning
K Construction to practical
completion
L After practical completion
C8 Mobilisation, construction
and completion stage
Figure 3:
Construction process
stages
CIBSE Knowledge Series — How to design a heating system
6
Step no. Key
design steps
Design tasks
1
Pre-design
Obtain design brief.
Identify client and building user needs and requirements.
Refer to feedback and lessons learned from previous projects
2
Gather design information
Gather information about site, including utilities provision and fuel options.
Obtain information on use of building, occupancy hours and on possible building
form, fabric, etc
Establish and confirm key design requirements including Regulations and Codes of
Practice. Establish planning conditions for use of on-site renewables
3
Design data
Establish the key design data and parameters that relate to the design of the
heating system, including building air tightness data, and potential use of renewables.
Develop
room design data sheets
Check that design parameters comply with legislation, energy targets, etc
4
Building thermal performance
Analyse building – establish fabric thermal performance and infiltration
analysis
Determine whether intermittent operation is likely and consider potential
pre-heat requirements
Estimate approximate building total heat loss to inform system selection process
5
Heating system option
Consider zoning requirements. Consider alternative heat source (fuel) and heating
analysis and selection
system options. Establish contribution from renewable sources
Consider operating and control strategies, and building usage and layout data.
Assess
options against client requirements, performance, risk, energy use,
etc
Select proposed system
6
Design calculations
Calculate space heat losses. Assess ventilation requirements and provision. Assess
Space heat losses and heat load
HWS provision
Check system selection choice still appropriate.
Determine pre-heat requirements
7
Equipment selection and sizing
Consider suitable emitter positions and connections.
Check
distribution layout considering balancing and regulating requirements.
Consider circuit layouts and connections and pumping choices – variable or constant
volume.
Develop
control requirements
Size and select emitters and distribution network and determine any distribution
losses
8
Design calculations
Determine other loads such as HWS and process.
Heating load analysis Calculate
main heating loads. Analyse load diversity and pre-heat requirement and
determine the total heating load
9
Plant sizing and selection
Consider any standby requirement. Determine number of boilers /modules
required and size and select main plant. Finalise control requirements
Check layouts and services co-ordination for clashes and ease of commissioning
and maintenance
10
Design calculations Review
system design and check predicted system performance.
System analysis Check
part load performance
Control performance
Check that the selected controls are capable of achieving the required level of
control, response and energy efficiency, particularly at part load
11
Final value engineering and
Check that final system and components meet client requirements for
energy targets assessment
performance, quality, reliability, etc at acceptable cost; and also meet required
energy targets and comply with Regulations, such as meeting the seasonal efficiency
requirements
12
Review
Design review
Figure 4:
Heating system design
process
CIBSE Knowledge Series — How to design a heating system
As the design develops, these design steps are revisited and further detail
added with more accurate analysis as additional information becomes available.
The steps and amount of repetition involved will differ from design to design
but an example is illustrated in Figure 5. This uses the same design step
numbers as Figure 4 to show how the different steps are repeated and
revisited as the design develops. The detailed design tasks at each step have
been omitted to keep the diagram to a manageable size.
7
Step no.
1
2
3
4
5
7
9
2
3
4
5
6
7
8
9
11
12
4
7
8
9
10
11
12
Design stage
Pre-design
Outline design
Scheme / Detail design
Design development/Final
proposals/Production
information
Key outputs
Design brief
Outline drawings
and schematics.
Provisional cost plan
Design drawings and
schematics.
Cost plan
Design drawings and
specification for tender
purposes.
Possibly co-ordination
drawings.
Final cost appraisal
Key design steps
Pre design: obtain client brief.
Refer to feedback and lessons learned from previous projects
Gather design information and establish key design requirements.
Establish planning requirements
Establish key design data
Initial building thermal performance analysis.
Approximate heat loss
Heating system – consider options and fuel choices
Consider system requirements, potential layout, etc
Approximate total loads and plant size to arrive at cost plans, provide
space requirements and structural load information, etc.
Gather further necessary design information and establish key design
requirements
Establish key design data
Detailed building thermal performance analysis
Heating system choice and selection
Design calculations: space heat losses
Equipment selection and sizing – emitters and distribution network.
Control requirements
Design calculations: heating load analysis, possibly including thermal
modelling
Initial plant and control selection
Value engineering workshops
Interim design review
Further building thermal performance analysis, to assist in modelling
dynamic building and system performance (if required)
Final equipment selection and sizing
Final heating load calculation and analysis
Plant selection. Control requirements. Preparation of detailed design
drawings and specifications for plant and equipment
Design calculations.
System performance analysis, including part load performance and
predicted energy use. Possible final dynamic modelling of building and
system performance.
Control performance
Final value engineering exercise
Final design review
Post-occupancy review
Figure 5:
Heating design process
mapped against the main
design work stages
2.3
Key heating design calculation sequence
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.
CIBSE Knowledge Series — How to design a heating system
8
Infiltration
heat loss
Fabric heat
loss
Site weather
data
Internal and external
design conditions
Space heat
loss
Space heating
load
Pre-heat
margin
Emitter
sizing
Infiltration load
diversity
Distribution system
sizing
Maximum simultaneous
space heating load
Standby capacity
(if required)
Fuel supply
system sizing
Distribution system
losses
Part load
performance
Final system and
control performance
analysis
Load diversity
analysis
Total heating
load
Boiler/heating
plant sizing
Flue
sizing
Natural ventilation
load (if any)
Internal gains (only
if both heating and
gains are continuous)
Building thermal
response analysis
Intermittent
operation
assessment
Building air-
tightness details
Fabric
details
Condensation
risk analysis
U-values
Central fresh air
ventilation heating load
HWS
load
Process
load
Figure 6:
Key steps for heating
design calculation
sequence
CIBSE Knowledge Series — How to design a heating system
2.4
Thermal comfort
For heating design, thermal comfort could be regarded as the main output of
the design process, as shown in Figure 7. 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:
—
air temperature (t
a
)
—
relative humidity
—
mean radiant temperature (t
r
)
—
air velocity (v).
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%. Example design criteria for a range of
building types are given in section 3.3.
For a further discussion of comfort, see CIBSE Knowledge Series KS06:
Comfort, and CIBSE Guide A, chapter 1.
9
Design
process
Client
need
Thermal
comfort
Input
Output
Figure 7:
Design output
Thermal comfort
‘That condition of mind which expresses
satisfaction with the thermal environment
and is assessed by subjective evaluation.’
ASHRAE Standard 55-2004
Key factors in thermal comfort
G
temperature
G
humidity
G
air movement
G
air quality.
3
Key design steps
This section covers the key steps in the heating design process given in
sections 2.2 and 2.3 in more detail to give some further guidance. Key design
outputs from each stage are summarised and additional reference sources
provided.
3.1
Step 1: pre-design/design brief
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:
—
building form and orientation to optimise the impact of solar gain
—
building air tightness, to reduce infiltration
—
fabric insulation
—
optimisation of glazing, balancing daylighting needs against thermal
performance
—
building thermal mass.
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.
Input to the design brief can include advice on:
—
future need design requirements
—
comfort requirements
—
ventilation strategy
—
spatial requirements
—
standards and regulations
—
energy strategy, including the use of renewable energy sources
—
operating strategy including facilities maintenance requirements
—
plant life expectancy and replacement strategies
CIBSE Knowledge Series — How to design a heating system
10
CIBSE Knowledge Series — How to design a heating system
11
—
control strategy.
Information required from the design brief can include:
—
required functional performance
—
occupancy
—
usage details and potential internal loads
—
internal design conditions
—
cost plan.
(Further detail of this is given in step 2.)
3.2
Step 2: gather design information
A large amount of information is necessary to inform the various design
stages, and as such this task is ongoing throughout the design stages. Much of
the information is available from the original client brief or statement of
requirements, and additional information can be sought by additional
questions. Other data must be gathered from other sources such as site
visits, etc. Some key initial information is given in Figure 8.
Key design outputs for step 1:
pre-design
G
functional design brief.
Key design outputs for step 2:
information gathering
G
key design requirements
G
necessary information to establish
internal and external design data
G
site assessment and utility
provision
G
statutory and regulatory design
requirements and targets.
Site
information
Client
brief
Standards and
regulations
Location: Geographical location and
height above sea level
Local microclimate, wind
Information on local conditions – pollution,
noise
Specific information required
Outputs
Operating strategy: Client approach to
building design and operation including
sustainability, energy strategy, control,
maintenance, etc
Orientation: Details of surrounding
buildings, shading, etc
Services: Utilities provision and positions
Functional performance: Specific
deliverables
Costs: Cost plans and budgets
Future needs: Future proofing and
flexibility requirements
Building use: Tasks, office equipment, etc
Occupancy: Information on occupancy
activity and density
Hours of occupation, etc
Access: Access to site
External design
conditions
Available
services
Cost budgets
and constraints
Internal design
conditions
Assessment of
intermittent
system operation
Internal loads –
small power,
lighting, etc
Possible comfort
or energy
requirements
Additional system
requirements
Possible system
constraints or
requirements
Statutory and regulatory
requirements
Design requirements
Energy targets,
including % energy
to be provided from
renewable sources
Figure 8:
Information gathering
The building services engineer will also need to provide information to other
design team members throughout the project. As outlined in section 3.1, 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. Details are provided in the second tier
documents such as the Non-domestic heating, cooling and ventilation
compliance guide and the Domestic heating compliance guide.
3.3
Step 3: design data
The fundamental initial design data needed for design of a heating system to
deliver comfortable conditions are the:
—
internal design conditions
—
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. See section 4.1 for further discussion.
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 2 gives example winter internal design conditions for thermal comfort
for a range of common building types. More detailed guidance for a wider
range of building and room types is given in CIBSE Guide A, Table 1.5, which
also relates the design guidance to the expected clothing and metabolic rates
of occupants to achieve a predicted percentage persons dissatisfied (PPD) of
around 5%. For design purposes reference should be made to the full table
together with the associated footnotes.
CIBSE Knowledge Series — How to design a heating system
12
Building Regulations Part L 2006
Heating systems should be designed to
minimise carbon emissions and make it
easier for the whole building to achieve a
building CO
2
emission rate (BER) lower
than the set target (TER) and thus
comply with Part L requirements, which
implement the EPBD directive.
Key design outputs for step 3:
design data
G
internal thermal comfort design
conditions
G
schedule of internal design
criteria for each space (e.g. on
room data sheets)
G
external design conditions.
CIBSE Knowledge Series — How to design a heating system
13
Selection of appropriate external design criteria requires information on the
site location, development details and local microclimate, as outlined in
section 3.2, as well as meteorological data. The type of building and the
thermal inertia will also help to determine what may be an acceptable risk of
exceedence of conditions, and this will need to be discussed and agreed with
the client. Further guidance is provided in CIBSE Guide A, chapter 2 and in
CIBSE Guide J (2002).
3.4
Step 4: 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. Some key information is given in Figure 9.
Building/room type
Winter operative temp
range °C
Suggested air supply rate
l/s per person
(unless stated otherwise)
Dwellings
bathrooms
20–22
15 l/s
bedrooms
17–19
0.4–1 ACH
halls, stairs
19–24
–
kitchen
17–19
60 l/s
living rooms
22–23
0.4-1 ACH
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
>5 ACH
Retail
department stores
19–21
10
small shops
19–21
10
supermarkets
19–21
10
shopping malls
12–19
10
Schools
teaching spaces
19–21
10
Notes:
1. ACH stands for air changes per hour.
2. For design purposes, please refer to the full Table 1.5 in CIBSE Guide A.
Table 2:
Recommended winter thermal
comfort criteria for some
selected building types
External design conditions
Appropriate design criteria should be
agreed with the client, taking into
consideration the acceptable risk of
exceedence of design conditions.
(Source: CIBSE Guide A, Table 1.5)
CIBSE Knowledge Series — How to design a heating system
Calculation procedures and data required to establish the fabric thermal
properties, including the transmittance details, i.e. the fabric and glazing U-
values, are given in CIBSE Guide A, chapter 3, together with U-values for
standard constructions. This information, together with the design conditions
from step 3 (section 3.3), and site data from step 2 (section 3.2), will also
enable the analysis of condensation risk, if this is part of the agreed design
duties. Key steps in the calculation sequence related to this and the building
thermal response are shown in Figure 10 in dark blue.
14
Building air-
tightness details
Site weather
data
Infiltration
heat loss
Internal and external
design conditions
Condensation
risk analysis
Fabric heat
loss
Space heat
loss
Fabric
details
U-values
Building thermal
response analysis
Figure 10:
Key steps to analyse building
thermal performance
Building
information
Fabric
information
Building plan and form: Details of
building plan and form
Building orientation and shading
Building layout
Glazing locations, etc
Specific information required
Outputs
Internal layout: Layout drawings
Potential space use and fit out
Partitioning
Fabric: Detail of building materials
and construction
Fabric thermal performance
Plant and distribution space:
Potential location and space required/
available (should be discussed and agreed
with rest of design team as early as
possible in the design)
Glazing: Glazing information – type,
dimensions, including glazing height,
and thermal performance
Air tightness: Construction quality
Building air tightness prediction
Room dimensions
Constraints on
emitter
positioning
Constraints on
distribution space
Possible system
constraints or
requirements
Thermal mass
assessment
(heavy or
light weight)
Fabric and glazing
U-values
Fabric admittance
Y-values
Window leakage
rates
Infiltration data
Layout
information to
inform services
location, zoning
strategy, etc
Figure 9:
Building form and fabric
Glazing height
Glazing height influences comfort within
the occupied space both due to
downdraughts and to cold radiation
which affects the mean radiant
temperature.
CIBSE Knowledge Series — How to design a heating system
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. Methods for
estimating infiltration rates are given in CIBSE Guide A, chapter 4, with
additional guidance in CIBSE AM10.
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 (see also
section 3.6). More detailed modelling of the building and system dynamic
performance can then be carried out at a later design stage if required.
An initial estimate of total building heat loss can be useful at this stage to help
inform system choices, just to give an approximate global figure. The system
choices that are reasonable for a 50 kW loss can be very different from those
for a heat loss of 1500 kW, for example.
3.5
Step 5: heating system option analysis and selection
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: both for plant and for distribution
—
potential plant room locations related to the spaces to be served
—
cost plan: capital cost of installation
—
zoning requirements
—
flexibility: any requirements for future change of use or changes in
fitout
—
ease of installation: access, materials, etc
—
ease of commissioning.
Performance and use factors include:
—
cost
—
comfort
—
control
—
convenience.
15
Key design outputs for step 4:
building thermal performance
G
fabric thermal transmittance
details, i.e. the fabric and glazing
U-values
G
building thermal response (and
dynamic thermal performance
characteristics including
admittance values, if required)
G
infiltration assessment for
individual spaces and for the
whole building
G
assessment of intermittent
operation to inform preheat
requirements
G
estimation of approximate total
building heat loss.
Infiltration estimation
A useful cross check for infiltration
estimation is to convert the estimated
infiltration total to a room or whole
building air change rate, as appropriate.
Zoning
Zoning strategy needs to be agreed with
the client. Some variation in internal
conditions may be acceptable, which can
help to minimise the number of zones
and improve operating efficiency.
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.
Key design decisions will include the choice of:
—
heat media and distribution system
—
system: centralised or de-centralised
—
heat emitter
—
heat source.
Tables 5, 6 and 7 provide further information on some system options, giving
some characteristics and relative advantages and disadvantages together with
CIBSE Knowledge Series — How to design a heating system
16
Cost
operating and maintenance costs
energy efficiency
carbon emissions and energy usage.
Comfort
balance of radiant and convective heat output to provide
comfort conditions
time taken to achieve comfort conditions from start up
evenness of heat distribution throughout space
noise level.
Control
ability to provide accurate control of space temperature
ability to provide localised control
speed of response to changing conditions.
Convenience
ease of use
location
potential lettable/usable space taken up by emitters/outlets
and distribution
ease of maintenance.
Table 3:
System performance and use
factors
Table 4:
Heating system design choices
Heat media
the balance between radiant and convective output
required from the system
space required for distribution
speed of response to changing conditions, and on start up.
System
centralised or de-centralised – potential plant locations.
Heat emitter
characteristics including the balance between radiant and
convective output
location to provide uniform temperatures
noise level
space required.
Heat source
conventional boilers or other heat sources such as heat
pumps, CHP, etc
boiler and fuel type, any storage requirements
central plant location.
Key design outputs for step 5:
heating system selection
G
zoning strategy for building — to
give details of building zones and
required operating conditions —
hours of use and internal design
conditions
G
selection of heating system(s) in
principle — fuel/heat source,
system, distribution medium and
emitter types.
Low and zero carbon technologies
Part L (2006) of the Building Regulations
encourages the use of low and zero
carbon (LZC) technologies, such as
renewables, CHP and heat pumps, as a
way of meeting the required carbon
emission reductions, and implementing
the requirements of the EPBD directive.
Many local planning authorities also
encourage the use of these technologies,
in some cases making it a specific
planning requirement.
some selection flow charts for heating systems and fuels. Although not
included on the selection charts in Figures 11 and 12, note that, in addition to
CHP, other low and zero carbon technologies such as renewables should also
be considered as heat source options. Further information on heat emitters
and heating systems is given in CIBSE Guide B, chapter 1, with guidance on
renewable energy sources covered in CIBSE TM38: Renewable energy sources
for buildings (2006).
CIBSE Knowledge Series — How to design a heating system
17
Constraints on combustion appliances in workplace?
Considering CHP, waste fuel or local community
heating system available as source of heat?
Most areas have similar heating requirements
in terms of times and temperatures?
Significant spot heating
(>50% of heated space)?
Above average ventilation rates?
N Y
N Y
N Y
N Y
N Y
N Y
N Y
N Y
N Y
N Y
N Y
N Y
Non-sedentary workforce?
Radiant heat acceptable
to process?
Note: This selection chart is intended to give initial guidance only;
it is not intended to replace more rigorous option appraisal
Low temperature
radiant system
Medium or high temperature
radiant system
Convective
system
Convective
system
Centralised system
Start here
Decentralised system
Waste fuel or local community heating
available as source of heat?
Strategic need for back-up
fuel supply?
Natural gas required?
Radiant heat required?
Natural gas +
oil back-up
Community
or waste heat
Community
or waste with
oil or LPG
back-up
Community
or waste
with gas
back-up
Oil + LPG
electricity
back-up
Electricity for
high temperature
systems, LPG
for medium
temperature systems
Natural
gas
N Y
N Y
N Y
N Y
Oil or
LPG
N Y
N Y
N Y
Centralised system
Decentralised system
Figure 11:
Selection chart: heating systems
Source: CIBSE Guide B, chapter 1, Figure 1.2,
itself based on the Carbon Trust Good Practice
Guide 303
(7)
Figure 12:
Selection chart: fuel
Source: CIBSE Guide B, chapter 1, Figure 1.3,
itself based on the Carbon Trust Good Practice
Guide 303
(7)
CIBSE Knowledge Series — How to design a heating system
Medium
Principal characteristics
Advantages
Disadvantages
Air
Low specific heat capacity, low
density and small temperature
difference permissible between
supply and return, compared to
water, therefore larger volume
needed to transfer given heat
quantity
No heat emitters needed
No intermediate medium or
heat exchanger is needed
Large volume of air required —
large ducts require more
distribution space
Fans can require high energy
consumption
Water
High specific heat capacity, high
density and large temperature
difference permissible between
supply and return, compared to
air, therefore smaller volume
needed to transfer given heat
quantity. Usually classified
according to water temperature/
pressure:
Small volume of water required
— pipes require little
distribution space
Requires heat emitters to
transfer heat to occupied space
— LTHW (LPHW)
Low temperature/pressure hot
water systems operate at
temperatures of less than 90 °C
(approx.), and at low pressures
that can be generated by an
open or sealed expansion vessel
Generally recognised as simple
to install and safe in operation.
Use with condensing boilers to
maximise energy efficiency
Output is limited by system
temperatures
— MTHW (MPHW)
Medium temperature/pressure
hot water systems operate at
between 90–120 °C (approx.),
with a greater drop in water
temperature around the system.
This category includes
pressurisation up to 5 bar
absolute
Higher temperatures and
temperature drops give smaller
pipework, which may be an
advantage on larger systems
Pressurisation necessitates
additional plant and controls, and
additional safety requirements
— HTHW (HPHW)
High temperature/pressure hot
water systems operate at over
120 °C, often with higher
temperatures — perhaps up to
200 °C, with even greater
temperature drops in the
system. These temperatures will
require pressurisation up to
around 10 bar absolute
Higher temperatures and
temperature drops give even
smaller pipework
Safety requires that all pipework
must be welded, and to the
standards applicable to steam
pipework. This is unlikely to be a
cost-effective choice except for
the transportation of heat over
long distances
Steam
Exploits the latent heat of
condensation to provide very
high transfer capacity. Operates
at high pressures. Principally
used in hospitals and buildings
with large kitchens or processes
requiring steam
High maintenance and water
treatment requirements
Table 5:
Heat distribution media
18
CIBSE Knowledge Series — How to design a heating system
Table 6:
Centralised versus non-
centralised systems
Centralised
Non-centralised
Capital cost
Capital cost per unit output falls with increased
capacity of central plant.
Capital cost of distribution systems is high
Low overall capital cost, savings made on minimising
the use of air and water distribution systems
Space requirements
Space requirements of central plant and distribution
systems are significant, particularly ductwork
Large, high flues needed
Smaller or balanced flues can often be used
Flueing arrangements can be more difficult in some
locations
System efficiency
Central plant tends to be better engineered, operating
at higher system efficiencies (where load factors are
high) and more durable
As the load factor falls, the total efficiency falls as
distribution losses become more significant
Energy performance in buildings with diverse patterns
of use is usually better
System operation
Convenient for some institutions to have centralised
plant
Distribution losses can be significant
May require more control systems
Zoning of the systems can be matched more easily to
occupancy patterns
System maintenance
and operational life
Central plant tends to be better engineered, more
durable
Less resilience if no standby plant provided
Can be readily altered and extended
Equipment tends to be less robust with shorter
operational life
Plant failure only affects the area served
Maintenance less specialised
Fuel choice
Flexibility in the choice of fuel, boilers can be dual fuel
Better utilisation of CHP, etc
Some systems will naturally require central plant, e.g.
heavy oil and coal burning plant
Fuel needs to be supplied throughout the site
Boilers are single fuel
Based on data from CIBSE Guide F (2004), chapter 10.
19
3.6
Step 6: design calculations: space heat losses and heat load
The next step in the design sequence is to take the information on the
building fabric and infiltration performance from step 4 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.
CIBSE Guide A, chapter 5 provides details of the required calculation
procedures for heat losses, covering both a steady state heat loss approach
and a dynamic approach which can provide more detailed analysis if required,
including modelling of building and system thermal response. Section 5.6.2 of
CIBSE Guide A provides a worked example for the steady state heat loss
calculation.
Key steps in the calculation sequence for space heat loss are shown in Figure
13 in dark blue.
CIBSE Knowledge Series — How to design a heating system
20
Table 7:
Common emitter/system types
Design points
Advantages
Disadvantages
Radiators
Output up to 70% convective
Check for limit on surface
temperature in some applications,
e.g. hospitals
Good temperature control
Balance of radiant and convective
output gives good thermal comfort
Low maintenance
Cheap to install
Fairly slow response to control
Slow thermal response
Natural convectors
Quicker response to control
Skirting or floor trench convectors
can be unobtrusive
Can occupy more floor space
Can get higher temperature
stratification in space
Underfloor heating
Check required output can be
achieved with acceptable floor
surface temperatures
Unobtrusive
Good space temperature
distribution with little stratification
Heat output limited
Slow response to control
Fan convectors
Can also be used to deliver
ventilation air
Quick thermal response
Can be noisy
Higher maintenance
Occupies more floor space
Warm air heaters
Can be direct fired units
Quick thermal response
Can be noisy
Can get considerable temperature
stratification in space
Low temperature radiant
panels
Ceiling panels need relatively low
temperatures to avoid discomfort
Unobtrusive
Low maintenance
Slow response to control
High temperature radiant
heaters
Can be direct gas or oil fired units
Check that irradiance levels are
acceptable for comfort
Quicker thermal response
Can be used in spaces with high
air change rates and high ceilings
Need to be mounted at high level
to avoid local high intensity
radiation and discomfort
Heat losses
A useful cross check for heat losses is to
convert the calculated values to W/m
2
or
W/m
3
figures to check against reasonable
benchmarks.
CIBSE Knowledge Series — How to design a heating system
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 — see section
3.4.
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, as shown in Figure 14.
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. Further information on naturally ventilated
buildings is given in CIBSE AM10 and on mixed mode buildings in CIBSE
AM13.
A preliminary assessment of other loads that may also need to be met by the
main heating source, such as any HWS load, can also be made at this stage to
provide information for the next calculation step (see also section 3.8).
21
Heat losses — temperatures
Care needs to be taken when considering
the temperatures to use for heat loss
calculations. Design criteria are usually
given as operative temperatures (t
o
).
Fabric heat losses should use the internal
environmental temperature (t
ei
) and
infiltration loss the internal air
temperature (t
ai
). These can differ
substantially for some buildings and some
heating types. CIBSE provides a method
for steady state heat losses that applies
correction factors F
1
and F
2
to enable the
design internal operative temperature to
be used — see CIBSE Guide A, section
5.6.2. (Note: for very well insulated
buildings, without large areas of glass, and
with low air change rates, there is often
little difference between operative,
environmental and air temperatures.)
Building air-
tightness details
Site weather
data
Infiltration
heat loss
Internal and external
design conditions
U-values
Condensation
risk analysis
Fabric heat
loss
Space heat
loss
Fabric
details
Figure 13:
Key steps to establish individual
space heat losses
Infiltration
heat loss
Fabric
heat loss
Natural ventilation
load (if any)
Internal gains (only
if both heating and
gains are continuous)
Space
heat loss
Space
heating load
Pre-heat
margin
Intermittent
operation
assessment
Building thermal
response
analysis
Figure 14:
Key steps to establish space
heating loads
Radiant systems
For high temperature radiant systems the
standard heat loss calculation methods
are not appropriate for equipment
selection. Instead the distribution of
radiant energy in the space should be
determined, utilising a radiant polar
diagram for the emitter. Further guidance
is given in CIBSE Guide A, section
5.10.3.7 and CIBSE Guide B, section
1.4.6. Medium and low temperature
radiant systems can be sized using the
usual heat loss calculation methods.
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 (see Figure 15). 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’, F
3
, based on the thermal response factor
for the building and the total hours of plant operation:
CIBSE Knowledge Series — How to design a heating system
22
HWS
HWS requirements and options should
be assessed, e.g. consider whether
storage or instantaneous water heating is
more appropriate. For hot water storage
consider the options of a dedicated boiler
or a standalone hot water generator
(direct-fired storage system). For
instantaneous hot water consider the
choice and availability of fuel and whether
point-of-use provision or multi-outlet is
more suitable.
Inside tem
p
erature
Plant off
Preheat
time
Optimised
start time
Start of
occupancy
Design inside
temperature
Time
Intermittent operation
Intermittent heating occurs when the
heating plant is switched off at or near
the end of a period of occupancy and
then turned back on at full capacity prior
to the next period of occupancy in order
to bring the building back to the design
temperature. There are two main types
of intermittent operation:
G
normal intermittent operation is
where the output is reduced
when the building is unoccupied
— for example to a level of
10 °C to protect the building
fabric and contents
G
highly intermittent is where the
building is occupied for short
periods only and therefore needs
to be brought back to
temperature quickly prior to use.
Figure 15:
Preheat
CIBSE Knowledge Series — How to design a heating system
23
Peak heating load = F
3
x space heat load
Details are given in CIBSE Guide A, section 5.10.3.3 and Appendix 5.A8, and
in CIBSE Guide B, section 1.4.7.3.
If the calculated value of F
3
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. Full
analysis of building thermal response can require dynamic rather than steady
state modelling and this is discussed further in CIBSE Guide A, chapter 5.
CIBSE suggests in Guide B, chapter 1 that acceptable values for F
3
lie in the range
1.2–2.0, with research
(8)
indicating that values over 2.0 cannot be economically
justified for most buildings and could result in considerably oversized plant. The
same research found that a value of 1.5 was a more typical economical value for
the cases investigated. For small buildings and small plants the optimum values
will be even lower. The use of optimum start control, as illustrated in Figure 15,
can help to ensure adequate preheat time in cold weather.
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. Details are given in CIBSE
Guide A, section 5.10.3.3.
3.7
Step 7: equipment sizing and selection
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. Key steps for this are shown
in Figure 16 below. 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.
Plant size ratio
The intermittency factor F
3
can also be
expressed as a plant size ratio (PSR)
defined as:
PSR =
installed heat emission
design peak steady state
heat load
Key design outputs for step 6: space
heat losses and heat load
G
schedule of individual space and
zone heat losses, subdivided into
fabric and infiltration losses,
together with details of the
internal design conditions
G
assessment of preheat
requirements for the building
G
schedule of space heating loads.
Emitter
sizing
Space heating
load
Infiltration
load diversity
Preheat
margin
Distribution
system sizing
Maximum
simultaneous
space heating load
Distribution
system losses
Figure 16:
Key steps for emitter and
distribution system sizing
Heat transfer correction factors
The type of heat emitter can have a
significant effect on the calculated design
steady state heating load, so it is essential
that appropriate values for the heat
transfer correction factors F
1
and F
2
were
used at step 6.
The heat output from the emitter, and therefore the size required, will be
affected by its position within the space and local effects such as furniture
positions, etc. For example if emitters are situated behind furnishings then
most of the immediate radiant heat output will be lost, and in some cases
even the convective heat output can be obstructed and reduced. Although
much of the heat will eventually enter the space it may not be available
during preheat and therefore an allowance may be need to be made and the
required heat output increased to compensate. Details are given in CIBSE
Guide A, section 5.10.3.2.
Some heating systems, such as warm air, can lead to considerable
temperature stratification in the space — see Figure 17. 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 — for example a 5–15%
increase in the fabric component of heat loss for a low level forced warm air
system used in a space 5–10 m high. Further guidance is given in CIBSE
Guide A, section 5.10.3.2 and in Table 5.15.
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. Guidance on pipe and duct sizing is given in CIBSE Guide C
(2001), chapter 4. When determining the most appropriate layout for the
distribution system, balancing and regulating requirements should be
considered, e.g. the use of reverse return pipework layouts to aid system
balancing during commissioning.
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
CIBSE Knowledge Series — How to design a heating system
24
15 20 25
15 20 25
15 20
Radiator
Underfloor heating
Warm air heater at high level
25
3·0
2·0
1·0
0
Room height / m
Air temperatures / °C
Heat emitters
Check that the manufacturer’s published
data is applicable to the conditions at
which the emitter will be operating and
apply any relevant corrections for space
temperature, water temperatures, etc.
Note that manufacturers’ outputs are
based on particular space and water
temperatures which may differ from the
design operating conditions.
Key design outputs for step 7:
emitter and distribution system
sizing
G
schedule of emitters with
required output, and with surface
and water temperature for
hydronic systems
G
initial control requirements
G
layout drawings with emitter
positions
G
schematic of pipework layouts
with required flowrates for
hydronic systems.
Figure 17:
Vertical air temperature
gradients for different heating
types
Source: CIBSE Guide A, Figure 5.6.
CIBSE Knowledge Series — How to design a heating system
heating load for the building. Whilst for energy efficiency distribution losses
should be minimised, for example by insulating pipes that run through non-
occupied areas, an allowance will still need to be made. Guidance is given in
CIBSE Guide C, chapter 3.
3.8
Step 8: design calculations — heating load analysis
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 (if ventilation air is provided
centrally by mechanical ventilation systems)
—
any potential process load.
The first step is to establish the maximum simultaneous space heating load —
see Figure 18. 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, as discussed in step 7.
Infiltration load diversity
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
25
Emitter
sizing
Space heating
load
Infiltration
load diversity
Preheat
margin
Distribution
system sizing
Maximum
simultaneous
space heating load
Distribution
system losses
Figure 18:
Key steps to establish the
maximum simultaneous space
heating load
fabric insulation, the infiltration component of heat loss is now substantial,
often accounting for up to 50% of the total in small buildings. CIBSE Guide A,
chapter 4 provides further guidance on infiltration.
The next step is to consider the other loads that may need to be met by the
heating plant and carry out an assessment and analysis of load diversity — see
Figure 19.
Load diversity analysis
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 as discussed above.
For continuous heating some diversity can be expected between the various
zone heating loads. This is discussed in CIBSE Guide A, section 5.10.3.5, with
CIBSE Knowledge Series — How to design a heating system
26
Load diversity
analysis
Central fresh air
ventilation
heating load
Process
load
HWS
load
Preheat
margin
Part load
performance
Maximum
simultaneous
space heating load
Total heating
load
Figure 19:
Key steps to establish the total
heating load
Key design outputs for step 8:
heating load analysis
G
assessment and analysis of load
diversity
G
total heating load to enable boiler
or other heating plant to be
sized.
CIBSE Knowledge Series — How to design a heating system
Table 5.18 suggesting that central plant diversity factors ranging from 0.7–1.0
may be appropriate depending on building type and system control.
3.9
Step 9: plant sizing and selection
Once the overall heating load has been determined, then the heating plant
can be sized and selected, see Figure 20, 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.
3.10
Step 10: system analysis and control performance
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.
27
Figure 20:
Key steps for boiler/heating plant
sizing and selection
Part load
performance
Total heating
load
Boiler/heating
plant sizing
Standby capacity
(if required)
Fuel supply
system sizing
Final system and
control performance
analysis
Flue
sizing
Key design outputs for step 9:
plant sizing and selection
G
schedule of plant, giving required
output, flowrates, etc
G
control requirements
G
schematic of plant layout,
connections, etc.
Control system
Both the heating system and its control
system should be appropriate for the
requirements of the building and the
operation it supports. Ideally the
approach should always be to use the
simplest control system that meets
building owner, operator and user needs
and capabilities, and efficiently delivers
the required quality of system operation.
Predicted system performance, including part load performance, should be
investigated to check that the selected systems can operate efficiently under
all predicted load conditions, see Figure 21. 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.
System control performance
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.
Controls are discussed further in CIBSE KS04: Understanding controls, which
also explains terms such as weather compensation, optimum start controls,
etc; with further information on heating system controls given in CIBSE
Guide B, chapter 1, CIBSE Guide F, CIBSE Guide H (2000), and in other texts
such as Heating systems — plant and control (2003).
CIBSE Knowledge Series — How to design a heating system
28
Normal system operation
The initial system design is often based
on design conditions that occur for less
than 1% of the occupied time. For the
majority of the heating season occupied
period the system will be operating on a
fraction of the installed load and
therefore it is essential to ensure that the
system can operate efficiently at these
low load conditions.
Part load
performance
Total heating
load
Boiler/heating
plant sizing
Flue
sizing
Maximum
simultaneous
space heating load
Final system and
control performance
analysis
Load diversity
analysis
Figure 21:
System analysis
Key design outputs for step 10:
system analysis
G
analysis of system part-load
performance
G
system control strategy statement
and flowcharts
G
schematics of plant and systems
G
required control system
functionality
G
control system specification.
CIBSE Knowledge Series — How to design a heating system
3.11
Step 11: final value engineering and energy targets assessment
Final value engineering assessment
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).
3.12
Step 12: 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
29
Value engineering
A systematic approach to achieving the
required project functions at least cost
without detriment to quality,
performance and reliability.
Key design outputs for step 11:
value engineering and energy targets
G
value engineering review
G
energy target and emission value
calculations.
Safety in design
Reviews should include consideration of
safety in design to ensure that the
provision of the design can be
constructed, operated, maintained and
de-commissioned safely, to comply with
the Construction (Design and
Mangement) Regulations (CDM)
requirements. Helpful guidance on
designers’ responsibilities under CDM is
given on the HSE website:
www.hse.gov.uk/construction/designers/
index.htm.
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. 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. Further guidance on feedback can be found in BSRIA AG
21/98: Feedback for better building services design.
CIBSE Knowledge Series — How to design a heating system
30
Key design outputs for step 12:
design review
G
quality checks on the design
technical content
G
feedback lessons and design
benchmark data to inform future
work.
CIBSE Knowledge Series — How to design a heating system
4
Developing the design — key issues
This section covers some key areas relevant to the overall design of heating
systems.
4.1
Design conditions
The choice of both internal and external design conditions can have a
substantial impact on initial system loads and subsequent system
performance. These are a fundamental part of heating load calculations and
the choice should be very carefully considered. For example the difference
between using a temperature difference of 21 K (
–
1 °C to 20 °C) and one of
25 K (
–
4 °C to 21 °C) for a particular building is nearly a 20% increase in the
heat loss. By the time allowance has been made for reduction in emitter
output and preheat requirements the difference could be as much as 40%.
When considering energy efficiency the fundamentals need to be considered
first.
It is also important to consider what system performance criteria are
acceptable and agree this with the client. Establishing the required system
performance criteria at the briefing stage is one of the most critical tasks in
the design and it is vital that clients and their designers have a thorough
understanding of what conditions are required and what can practically be
achieved. For example the difference between specifying an internal
condition of 21 °C ± 1 °C or a condition of 21 °C ± 2 °C can have a
considerable impact on energy consumption, control choice and system
performance. The closer the control the more expensive the system. If
conditions can be relaxed a little and allowed to vary (within reasonable
limits) the system can be simpler and cheaper to install and to operate.
Further guidance can be found in CIBSE KS06: Comfort on practical issues on
temperature and design criteria, etc, with guidance on design conditions in
CIBSE Guide A, chapters 1 and 2, and on the margins that can occur at
different design stages in CIBSE RR04: Engineering design calculations and the
use of margins (1998).
4.2
Design margins
Margins should never be added during a calculation process without an
adequate reason for doing so and only with the approval of a senior engineer.
Excessive margins can result in system oversizing and poor operational
performance and control. If any margins are used they should be clearly
identified and a justification given for their use, which should be recorded in
the design file. It is also important to check for any inbuilt assumptions and
margins in software calculation packages. The use of margins should be
31
reviewed at several stages during the design process to check their
appropriateness and avoid any duplication or excess, e.g. at the end of a
calculation procedure, at design review stage, etc. Figure 22 illustrates the
consequences of oversizing for heating system performance.
(For more information on the use of margins in engineering design refer to
Design Checks for HVAC — a quality control framework for building services
engineers, topic sheet number 1 Design margins and CIBSE Research Report
RR04: Engineering design calculations and the use of margins.)
4.3
Energy efficiency
Energy efficiency should be considered throughout the design process. In
general, energy efficient heating should:
—
incorporate the most efficient primary plant to generate heat/hot
water
—
optimise the use of renewable energy sources
—
ensure that heat/hot water is distributed effectively and efficiently
—
include effective controls on primary plant and distribution systems to
ensure that heat is only provided when and where it is needed and at
the correct temperature
—
be responsive to changes in climate, solar gains, occupancy, activity and
internal gains.
CIBSE Knowledge Series — How to design a heating system
32
Variable temperature
If terminal units are oversized, space
temperatures drift higher than
required and energy is wasted. If
coils are oversized, too much water
is pumped through the system and
performance and control is
compromised if laminar flow results
when flow rate is reduced
Oversized pumps consume excess
energy as too much cold water is
pumped and/or they are inefficient
because they are not operating at
their most efficient operating point.
They can often cause balancing
problems during morning start-up
and constant temperature pumps
may turn off and on at maximum
demand
Return water temperatures are lower
than expected if oversized constant
temperature (constant flow)
radiators are installed. Boilers can
corrode if they are not protected
Variable flow constant
temperature
Constant flow
constant temperature
Boiler plant
Oversized valves reduce effective
control and fail prematurely. They
can often cause balancing problems
during morning start up
Boilers that are oversized will cycle
at maximum demand. Under
medium and low loads burner
fraction on-time is small (especially
if cycling rates are high) and
reduction in plant dynamic
efficiency occurs. Operating costs
increase because of the reduced
plant load operating efficiency.
Oversized plant permanently
operating at low loads can reduce
plant life. Accelerated wear can also
arise from unstable control caused
by plant oversizing. For example:
many oversized steam traps fail
prematurely because they operate
too close to their closed position
Variable temperature circuit and
variable flow circuit return water
temperatures are higher
than expected
Figure 22:
The impact of oversizing on
heating system performance
(Source: BSRIA AG 1/2000 Enhancing the
performance of oversized plant by Barry Crozier,
BSRIA 2000)
CIBSE Knowledge Series — How to design a heating system
Designers should:
—
select fuels and tariffs that promote efficiency and minimise running
costs
—
segregate hot water services generation wherever possible
—
consider de-centralised heating and hot water services generation plant
on large sites to reduce standing losses and improve load matching
—
locate plant to minimise distribution system and losses
—
ensure distribution systems are sized correctly to minimise pump and
fan energy consumption
—
insulate pipework, valves, etc effectively
—
ensure the base load is provided by the most efficient plant
—
utilise condensing boilers where feasible and appropriate
—
consider energy recovery where feasible, e.g. from air exhaust streams.
Further guidance is given in the CIBSE Knowledge Series on Energy efficient
heating and CIBSE Guide F, chapter 10.
4.4
Quality control
The design information, including the design calculations, is part of the design
process and therefore will form part of the project design file and records
and be subject to standard in-company quality assurance (QA) and quality
control (QC) procedures. As such all information and data should be properly
recorded and checked. Good practice includes:
—
clearly identify and record all data sources to enable input information
to be adequately verified
—
clearly state all assumptions, and identify, and flag, where more
accurate data will be required (e.g. from client, manufacturer, etc) as
the design progresses
—
review any assumptions as the design progresses to check they are still
valid, and replace with more accurate information as received
—
clearly identify, record and review the required design inputs and
design outputs
—
record calculations clearly, with sufficient detail to ensure the work can
be followed by others (be aware that if a problem arises on a project
this could mean revisiting calculations several years after they were
originally done)
—
identify and record calculation checks and cross-checks clearly
—
verify the design to ensure it can meet the design requirements
—
review the overall design.
Further guidance on design quality control is given in BSRIA AG 1/2002:
Design checks for HVAC.
33
References
1
BSRIA domestic boiler marketing report (Bracknell: BSRIA Ltd) (March 2006) and
BSRIA commercial boiler marketing report (Bracknell: BSRIA Ltd) (March 2006)
2
DTI UK Energy Consumption in the United Kingdom (www.dti.gov.uk/energy/statistics/
publications/energy-consumption/page17658.html)
3
Crozier B Enhancing the performance of oversized plant BSRIA AG 1/2000 (Bracknell:
BSRIA Ltd) (2000) and Brittain J Oversized heating plant BSRIA GN 12/97 (Bracknell: BSRIA
Ltd) (1997)
4
Cross N Design: principles and practice — product planning and the design brief (Open
University) (1995)
5
RIBA Plan of Work (London: Royal Institute of British Architects) (1999)
6
ACE Agreement A(2) 2002 and B(2) 2002 (revised 2004) Mechanical and Electrical
Engineering Services (London: Association for Consultancy and Engineering) (2002/2004)
7
The designer’s guide to energy-efficient buildings for industry GPG 303 (Carbon Trust) (2000)
8
Day A, Ratcliffe M and Shephed K Sizing central boiler plant using an economic
optimisation model (Proc CIBSE National Conference) (2001)
Selected bibliography
Overall heating system design process
Heating, ventilation, air conditioning and refrigeration CIBSE Guide B , chapter 1(London: Chartered
Institution of Building Services Engineers) (2001-2)
Lawrence Race, G, Design checks for HVAC BSRIA AG 1/02 (Bracknell: BSRIA Ltd) (2002)
Lawrence Race, G, Mitchell, S, A practical guide to HVAC building services calculations BSRIA/CIBSE
BG 30/03 (2003)
Building Regulations compliance guides
Domestic heating compliance guide (London: TSO) (2006)
Non-domestic heating, cooling and ventilation compliance guide (London: TSO) (2006)
Comfort
Comfort CIBSE KS06 (London: Chartered Institution of Building Services Engineers) (2006)
Environmental Design CIBSE Guide A (London: Chartered Institution of Building Services Engineers)
(2006), chapter 1
CDM guidance for designers
www.hse.gov.uk/construction/designers/index.htm
Design data
Environmental Design CIBSE Guide A , chapters 1 and 2 (London: Chartered Institution of Building
Services Engineers) (2006)
Reference data CIBSE Guide C (London: Chartered Institution of Building Services Engineers) (2001)
CIBSE Knowledge Series — How to design a heating system
34
Weather, solar and illuminance data CIBSE Guide J (London: Chartered Institution of Building Services
Engineers) (2002)
Design management
Parsloe, C, Wild, L, Project Management Handbook BSRIA AG 11/98 (Bracknell: BSRIA Ltd) (1998)
Parsloe, C, Allocation of design responsibilities for building engineering services BSRIA TN21/97
(Bracknell: BSRIA Ltd) (1997) (New edition due in 2006)
Design margins
Engineering design calculations and the use of margins CIBSE Research Report RR04 (London:
Chartered Institution of Building Services Engineers) (1998)
Design quality control
Lawrence Race, G, Design checks for HVAC BSRIA AG 1/02 (Bracknell: BSRIA Ltd) (2002)
Design review and feedback
Lawrence Race, G, Pearson, C, de Saulles, T, Feedback for better building services design BSRIA
AG 21/98 (Bracknell: BSRIA Ltd) (1998)
Domestic heating
CIBSE Domestic building services panel, Domestic heating design guide (London: Chartered Institution
of Building Services Engineers) (2003)
Energy efficiency
Energy efficiency in buildings CIBSE Guide F (London: Chartered Institution of Building Services
Engineers) (2004)
Energy efficient heating CIBSE KS (London: Chartered Institution of Building Services Engineers) (to
be published)
Fabric thermal performance
Environmental Design CIBSE Guide A , chapters 3 and 5 (London: Chartered Institution of Building
Services Engineers) (2006)
Heating design calculations with worked examples
Lawrence Race, G, Mitchell, S, A practical guide to HVAC building services calculations BSRIA/CIBSE,
BG 30/03 (2003)
Environmental Design CIBSE Guide A , chapters 3 and 5 (London: Chartered Institution of Building
Services Engineers) (2006)
Heating, ventilation, air conditioning and refrigeration CIBSE Guide B , chapter 1 (London: Chartered
Institution of Building Services Engineers) (2001-2)
Sands, J, Parsloe, C, Churcher, D, Model demonstration projectBSRIA BG 1/2006 (Bracknell: BSRIA
Ltd) (2006)
Heating plant and controls
Heating, ventilation, air conditioning and refrigeration CIBSE Guide B , chapter 1 (London: Chartered
CIBSE Knowledge Series — How to design a heating system
35
Institution of Building Services Engineers) (2001-2)
Building Control Systems CIBSE Guide H (London: Chartered Institution of Building Services
Engineers) (2000)
Understanding controls CIBSE KS04 (London: Chartered Institution of Building Services Engineers)
(2005)
Renewable energy issues for buildings CIBSE TM 38 (London: Chartered Institution of Building Services
Engineers) (2006)
Day, A, Ratcliffe, M, Shepherd , K, Heating systems — plant and control (Oxford: Butterworth-
Heinemann) (2003)
Heating systems
Heating, ventilation, air conditioning and refrigeration CIBSE Guide B (London: Chartered Institution of
Building Services Engineers) (2001-2), chapter 1
CIBSE Domestic building services panel, Underfloor heating design guide (London: Chartered
Institution of Building Services Engineers) (2004)
Sands, J, Underfloor heating — the designers guide BSRIA AG 12/01 (Bracknell: BSRIA Ltd) (2001)
Brown, R, Radiant Heating BSRIA AG3/96 (Bracknell: BSRIA Ltd) (1996)
Infiltration estimation
Environmental design CIBSE Guide A , chapter 4 (London: Chartered Institution of Building Services
Engineers) (2006)
Natural ventilation in non-domestic buildings CIBSE AM10 (London: Chartered Institution of Building
Services Engineers) (2005)
Natural ventilation
Natural ventilation in non-domestic buildings CIBSE AM10 (London: Chartered Institution of Building
Services Engineers) (2005)
Mixed mode ventilation CIBSE AM13 (London: Chartered Institution of Building Services Engineers)
(2000)
Renewable energy
Renewable energy sources for buildings CIBSE TM38 (London: Chartered Institution of Building
Services Engineers) (2006)
Value engineering
Hayden, G, Parsloe, C, Value engineering of building services BSRIA Application Guide 15/96
(Bracknell: BSRIA Ltd) (1996)
CIBSE Knowledge Series — Variable flow pipework systems
36
General textbooks covering heating
systems and design aspects
Oughton, D, Hodkinson, S, Faber and
Kell’s Heating and air-conditioning of
buildings, 9th ed (Oxford: Elsevier) (2002)
Moss K, Heating and water services design
in buildings (London: Taylor & Francis)
(2003)
Day, A, Ratcliffe, M, Shepherd K, Heating
systems — plant and control (Oxford:
Butterworth-Heinemann) (2003)
Kavanaugh, S, HVAC simplified (Atlanta
GA: American Society of Heating,
Refrigerating and Air-Conditioning
Engineers) (2006)