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Mechanical engineers should consider these key aspects when specifying systems
for a building owner.
Seth Pearce, PE, Southland Energy, Garden Grove, Calif.
04/18/2016
M
echanical engineering is a science relatively unchanged over the past 50
years. Conversely, equipment selection for a mechanical engineer is as much
an art of application as a science of technology. Today, refinements to
manufacturing, increasingly advanced controls, and changing end-user needs
determine both the science of technology and the roster of equipment for
selection. Compounding this, over the past 15 years, a strong increase in
customer needs related to best-value considerations, such as risk, aesthetics,
longevity, maintenance, and efficiency, have added complexity to the
determinants that need to be evaluated in equipment selection.
This can be a hard reality for building owners (customers). For example,
owners typically desire brand names and advanced equipment that will
integrate into their building system, but they want it to be inexpensive to buy
and operate and easy to replace. Brand equity is not so much a need as it is a
method of ensuring a reputable warranty, parts availability, proven application,
and a wide field of technicians able to service the equipment. The most
advanced equipment is not a need, but quality isand, unfortunately,
sometimes top name brands include cheaper heat-transfer materials,
unreliable bearings, or statistical quality control rather than start-up and testinspection techniques.
While inexpensive is a want, the first cost or perhaps total cost of ownership is
the need. For example, heat pumps are not very expensive to buy and install,
but they do require invasive and time-consuming maintenance (versus a fan
coil or variable air volume box); and they become loud and clunky over time.
So would noise criterion levels or minimal interruption of the benefitted space
trump costs? Not absolutely, but relatively to a point. Those needs must be
emphasized and prioritized as necessary for evaluation in equipment
selection.
3. Constructability due to schedule, lead time, start-up/commissionability: Aspects such as equipment procurement or tradesman
installation time must be evaluated. For example, a piece of equipment
that requires a highway shutdown so it can be transferred to the site will
have an impact, as will the job site if the equipment must be moved via
crane into place. Also, consider whether a piece of equipment can
reside in the factory for an extra week if the construction schedule is
unexpectedly impacted. Additionally, once the project is launched and
commissioned, can the equipment sit unoccupied and not used for 3
months before occupancy?
4. Ease and cost of operations and maintenance: Do the evaluated
equipment-selection aspects account for how preventive maintenance
technicians will access the equipment? How accessible are the filters?
Does special attention need to be placed on the design of the strainer
locations? If the reversing valve fails in year eight, how dire will the
beneficial space be to replace it? Are the economizer/outside-air
dampers easy to access for maintenance?
5. Total cost of ownership: This entails first cost and all other major fixed
and variable costs associated with the lifetime of the equipment
evaluated at net-present value (NPV) against alternatives for selection.
This aspect allows engineers to look at incremental factors, such as the
benefit of variable frequency drives (VFDs) on the condenser water
pumps or whether 1/10 less kW/ton material affects the NPV versus
alternatives.
6. Experience and reputation of the equipment manufacturer: This
aspect examines the potential of sourcing partners for equipment.
Engineers, owners, and contractors have preferred partners. These
manufacturers have gained favor through positive experiences. An
engineer must understand the needs and be wary of marketing or
prejudiced specifications.
7. Impact on other building design elements (size, location,
interference): Engineers refer to this as coordination, or developing a
method of evaluating the coordination with mechanical, electrical,
plumbing (MEP), and other system design and installation. Engineers
evaluate the risk of change orders, time delays, and other impacts in
equipment selection that must be foreseen. For example, the contractor
may have to reroute or core a hole in the floor because elevator
hydraulic lines are already in the proposed path for the chilled-water
supply and return.
8. Noise criteria (NC): This is a key aspect to be evaluated. Different
scales for different frequencies of noise should be understood and
evaluated, especially if equipment starts and stops routinely. Engineers
must understand ambient noise, and come in under recommended or
specified NC targets.
9. Lifespan: The average age of commercial or school buildings is slightly
more than 40 years. Mechanical systems with proper maintenance can
last more than 20 years, and others even longer Evaluating the requisite
lifespan is an important aspect of equipment selection. A chiller can
easily provide service for 15 years, while cooling tower life varies. A new
programmable thermostat may need to be replaced in 8 years due to
persistent button pushing. Realistic evaluation is important to achieve
the project needs and secure return on investment; it affects total cost of
ownership assumptions greatly.
10.
Energy benefits (code requirements, energy efficiency, or
value of the property): These types of evaluation variables are
abstract and can be difficult to quantify, albeit not to be over-looked. A
curious example exists in the Bank of America Tower in New York City,
which is a notoriously energy-consumptive building despite having
achieved the highestU.S. Green Building Council LEED certification
available. Still, the building attracts major environmental-advocating
tenets, demonstrating the value of its purported energy benefits.
11.Scalability, staging, and modularity of equipment: This involves
aspects of future planning and optimum use. A cooling unit that runs
near full load reaches peak efficiencies and likely achieves good
investment economy of scale. However, the same unit that runs at part
load does less so. And a unit that short-cycles may not be ideally
efficient or cost-effective, but necessary. For projects with phased
development and occupancy, perhaps evaluate for what is needed soon
and consider scaling. For owner projects with wildly varying load
requirements, consider evaluating the equipment needs to satisfy only
85% of those needs. For projects such as data centers with abrupt and
rapid expansion needs, consider evaluating what equipment will work
over time with the equipment selected now, and vice versa.
12.
Redundancy and failure-node risk: Evaluate areas where
weakest-link scenarios arise. There may be value in robust equipment in
areas where a failure could lead to difficulties in the facilities. For
example, valves, chillers, and pumps associated with a large thermalenergy storage system may require special consideration because the
failure of any point therein could result in a facility unable to meet
cooling requirements early the next afternoon.
13.
Environmental health attributes (i.e., R-123, ammonia): These
evaluation criteria should be evaluated with owners, factory reps, and
other authorities having jurisdiction (AHJ) requirements. For example,
R-123 refrigerant has been a phenomenal performer through a wide
range of compressor load levels, but it is unfavorable by some who cite
its potential damage to the environment if leaked. Contrary, ammonia
refrigerant is specialized and deadly, but favored by a few for its unique
properties and relative friendliness to the environment.
14.
Safety: This is an area every engineer must consider in
equipment selection. What is safe to construct, operate, and maintain
must be evaluated. For example, discussions with owners and
contractors over what and where with regard to safety concerns can
integrate project delivery and increase health and safety.