Transcript Source Share of Customer Wallets

Daniel Dao
Performance You Can See:

Provide diagnostic reports of units that need attention.

Identify units that are damaging compressors- the most costly part of any air
conditioner to repair

Help locations reduce energy consumption and greenhouse gas emissions.

Extend equipment life by having more informed maintenance decisions.

Reduce equipment downtime and emergency repair expense by mitigating the
risk of compressor failures and other catastrophic failures.

Manage with electronic unit performance records and service histories.

Contribute to improved indoor air quality and comfort, which will lead to a
more enjoyable experience for employees or customers.
Source level of PM offerings:
Pro-Active Maintenance
Just-In-Time
Maintenance
(Source Manage)
Predictive Maintenance
Preventive Maintenance
- Standard Offering
On-Call/On-Demand
Maintenance
(Customer Manage)
SOURCE HVAC PM PROGRAM features:
Preventive
Maintenance
Predictive
Maintenance
Pro-active
Maintenance
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Source Standard Preventive
Maintenance offering
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Standard HVAC tool analysis on
every service calls
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•2 points of measurement
•9 points of measurement, HVAC
equipment performance
verification by Source
•Continuous active data
measurement and monitoring
with controls installation onto
RTUs or pulling data from
current installed controls
•No active monitoring
•No active monitoring
•Standard report generation
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Service verification as
scheduled
• Online service verification
(included with Source services)
and per use basis with a
different SERVICE PROVIDER
•Source becomes the monitoring
agent or third party data
analyzed and communicated to
our customer
•Active monitoring for issues
and notify the SERVICE
PROVIDER for service
Source Scope of Work-Scheduled Maintenance:
Preventive Maintenance
Work Performed Quarterly:
1. lnspection of compressor oil and refrigerant levels.
2. Check all pressures, select temperatures, Note and report any deficiencies.
3. Verify crankcase heater operations (amps if applicable).
4. Check and log receiver levels on refrigerant condensing units
5. Visual inspection of refrigeration circuit for signs of oil leaks.
6. Check all valve caps and Schrader caps for system integrity.
7. lnspection of the system wiring, controls, and relays. Tighten and repair
connections as needed. Note and report any defects.
8. Check condenser fan motors, lubricate as needed.
9. Visual inspection of the evaporator fan motors, belts and blades
10. Visual inspections of the condenser tube bundles and coils.
11. Blow out and verify drainage of condensate drain lines on all HVAC equipment
and prime all P-traps
12. Change 1 Replace HVAC Air Filter every Quarter. (Pleated filters)
13. Check Supply and return air temperatures and record in Maintenance
Log.(where applicable)
14. Check economizer damper operation annually and adjust linkage.
15. Check for carbon monoxide leakage annually.
Check gas fired burners and heat exchangers along with gas pressure annually
Check internal unit control operation and function Clean out Condensation Drain
pans.
Source Scope of Work-Scheduled Maintenance:
Preventive Maintenance
Work Performed Annually:
1. Inspection, cleaning, and tightening of electrical components and terminals such as contactors, breakers, and
computerized devices.
2. Leak check refrigerant systems with electronic leak detector
3. Check net oil pressure of compressors if applicable.
4. Clean evaporator coils, drain pans, and check drain flow. (As needed basis)
5. Validation of safety circuits such as high and low pressure controls.
6. Replace belts and adjust ventilator fans.(lncluding swamp coolers Bi-annual)
7. Lubricate bearings and replace belts every year.(lncluding swamp coolers)
8. Clean Condenser coils with cleaner. (As needed basis)
Typical Exclusions:
The following items are not covered by typical maintenance agreement:
1. Bearings
2. Emergency repairs and lor services are not covered by this agreement, but will
be provided on a time and material basis or by special quote as your needs
require. The base charge will be waived on repairs performed at the same of
scheduled maintenance.
3. Electrical service, disconnects, circuit breakers, wiring, conduits from the main
panel to each unit or cooler.
4. Replacement of equipment, motors, components, and refrigerant.
5. Abandoned A/C units and equipment
6. Anything not specifically mentioned in this proposal
7. Acts of god, neglect or abuse
Source Preventive Maintenance process:
Technician
hooks up the
standard HVAC
tools to the
equipment
Technician
performs the
maintenance
and fixes the
problem.
Technician
analyzes the
readings from
the tool and
calculates
against the PT chart
Source Preventive Maintenance process:
2 measurements to use with
manual P-T Chart calculations
Low-side
pressure
High-side
pressure
+
Charging
hose
Pocket P-T Chart
SOURCE HVAC PM PROGRAM features:
Preventive
Maintenance
Predictive
Maintenance
Pro-active
Maintenance
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Source Standard Preventive
Maintenance offering
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Standard HVAC tool analysis on
every service calls
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•2 points of measurement
•9 points of measurement, HVAC
equipment performance
verification by Source
•Continuous active data
measurement and monitoring
with controls installation onto
RTUs or pulling data from
current installed controls
•No active monitoring
•No active monitoring
•Standard report generation
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Service verification as
scheduled
• Online service verification
(included with Source services)
and per use basis with a
different SERVICE PROVIDER
•Source becomes the monitoring
agent or third party data
analyzed and communicated to
our customer
•Active monitoring for issues
and notify the SERVICE
PROVIDER for service
Source Predictive Maintenance process:
Technician hooks
up the HVAC
performance
audit tool to
each HVAC
circuit. Test-In
and Test-Out.
Facility owners
will receive
documentation
on the operating
conditions of
every unit and
circuit.
Technician
performs the
maintenance
work and fixes
any problem.
Measurement
points are taken
by the tool and
analyzed through
the built-in
patented
algorithms.
Data are
synchronized
with a Source
managed-data
server for
detailed analysis
of the system
and energy
savings.
Source Predictive Maintenance process:
The Tune-up Process
1. Test-in – Skilled technician measures and records refrigeration cycle performance and performs a
comprehensive maintenance inspection.
2. Unit Repairs – If there are a significant number of dysfunctional refrigeration cycles, units are repaired
and upon completion, the tune-up continues.
3. Coil Cleaning – Indoor and outdoor coils are thoroughly cleaned. Utilizing a power washer and
appropriate cleaning solution will maximize the effectiveness of the coil cleaning. Technician cleans
condensate drains and changes indoor air filters.
4. Refrigerant Charge/Airflow Adjustment – The Performance Audit tool will provide guidance about
refrigerant charge and airflow adjustments. Adjustments are made until the tool indicates that the
Efficiency Index and Capacity Index measurements are both greater than 90%.
5. If appropriate, Source technician completes economizer tune-up and adjusts changeover setting as
indicated by diagnostic tool.
6. Upon successfully completing the Test-In, Coil Cleaning, Charge and Airflow Adjustments and Test-Out,
the data is synchronized, preferably from the rooftop or job-site, to the Field Diagnostic database.
Post Tune-up Follow-up
• With data available on the database, Source can analyze the cycle records for each refrigeration circuit
and each unit tested. A suite of reports can be generated for managers and facility owners.
• Reports indicating outstanding equipment repairs and upgrade opportunities are also generated.
Source Predictive Maintenance process:
9 measurements with a built-in P-T Chart for
• quick calculations,
• error-free analysis, and
• quick reporting
HVAC
Performance
Audit Tool
Better
measurements
lead to a
higher level of
quality of
diagnosis.
Ambient
temp
Return air
Dry-bulb temp
Wet-bulb temp
Supply air
Dry-bulb temp
Wet-bulb temp
Suction line temp
(Superheat)
Low-side
pressure
High-side
pressure
Liquid line
temp
(Supercool)
Source Predictive Maintenance process:
Diagnostic Measurements
Goal values:
Evaporating Temp
Superheat
Condensing Temp over
Ambient
Sub cooling
Minimum acceptable
values
The line in the middle of a
graph is the goal value for that
quantity. In this case the
evaporating temperature goal
value is 45°F.
Maximum
acceptable values
Impact of Running With Faults
Efficiency is a measure of how much
power is used to produce a standard
amount of refrigeration capacity.
The efficiency index (EI) is the ratio
of how efficient the unit is currently
running as compared to how
efficient it would be if all the
graphed values were at their goals
under the current driving
conditions. The driving conditions
are the conditions that materially
affect the expected operation of
the air conditioner. The driving
conditions are the ambient
temperature and the return air wet
bulb temperature.
Dollar Savings- The software
calculates the dollar value for
bringing the “EI” and “CI” to 100. In
this case a 10 SEER seven and a half
ton unit running 1500 hours a year
on 15 cent kilowatts would use $681
in additional energy in a year
running as it is now.
This is because it is running with
72% efficiency and 84% capacity
Variables used to calculate
EI and CI to dollar of savings
potential
Source Predictive Maintenance process:
In-Depth Equipment
Management Reporting
•
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System provides efficiency and capacity ratings along with the number of
potential compressor failures. Translate this into potential $$$$$ savings!
– Example: Store 5525 has $12,000.00 potential compressor savings and
$4,000.00 potential energy savings
Source Predictive Maintenance process:
HVAC Performance Verification:
 Automated Fault Detection & Diagnostics for Refrigeration Cycles
 Validate Your Equipment Repair for System Performance
 Document Energy Savings
 Minimize Compressor Failures
 Manage Your Cost and Budgeting effectively
 Easy & Effective Reporting
 Easily determine the performance of existing HVAC equipment and
circuit
 Accurately diagnose problems and document the repairs
 Reduce Maintenance Costs
 Reduce electrical cost
 Reduce compressor replacements
 Reduce summer overtime repairs
 Improve summer indoor temperatures
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HVAC Performance Audit Tool is tested and approved to work on virtually
any size constant volume equipment with the following configuration:
 It must have an air-cooled condenser.
 It must have direct expansion evaporators (no chillers for now).
 It must have a positive displacement compressor. That is a
reciprocating compressor, scroll, or a screw compressor.
 It work with all the refrigerants commonly used in comfort cooling
including both R22 and R410A.
HVAC Performance Audit Tool is tested and approved for air-to-air space
cooling applications, which includes DX air cooled commercial rooftop
package units, commercial and residential split systems and heat pumps.
Additionally, there is a software application available for working on
water cooled units that require accessory entering and leaving condenser
water temperature sensors.
HVAC Performance Audit Tool is not approved for use with ductless split
systems.
 Working on multi-zone equipment, that is equipment with unloaders
accessories that vary compressor capacity and Variable Frequency
Drives (VFDs) that vary the airflow through the unit complicates the
analysis.
SOURCE HVAC PM PROGRAM features:
Preventive
Maintenance
Predictive
Maintenance
Pro-active
Maintenance
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Source Standard Preventive
Maintenance offering
•Customer stated Statement Of
Work or Standard Source
Preventive Maintenance
•Standard HVAC tool analysis on
every service calls
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•Audit tool 1 time connection
before and after set up (done
annually during Spring)
•2 points of measurement
•9 points of measurement, HVAC
equipment performance
verification by Source
•Continuous active data
measurement and monitoring
with controls installation onto
RTUs or pulling data from
current installed controls
•No active monitoring
•No active monitoring
•Standard report generation
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Online report for equipment
data performance and energy
savings (subscription for access
to historic information)
•Service verification as
scheduled
• Online service verification
(included with Source services)
and per use basis with a
different SERVICE PROVIDER
•Source becomes the monitoring
agent or third party data
analyzed and communicated to
our customer
•Active monitoring for issues
and notify the SERVICE
PROVIDER for service
Source Pro-Active Maintenance process:
Technician hooks
up the HVAC
performance audit
tool to each HVAC
circuit. Test-In
and Test-Out
Measurement
points are taken
by the tool and
analyzed through
the built-in
patented
algorithms.
Facility owners
will receive
documentation on
the operating
conditions of every
unit and circuit.
Data are
synchronized with
a Source manageddata server for
detailed analysis
of the system and
energy savings.
Technician
performs the
maintenance work
and fixes any
problem
 18
package air conditioning units
 318 Tons of air conditioning
 Average unit is only running 79% efficient
 $17,561.00 potential energy savings
 21 compressors are running in a condition where
they are destroying themselves
 Estimated cost to replace one compressor
$7,000.00
 Rebates available from SCE up to $9,800.00 to
tune up and audit a store of this footprint
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 Clean outdoor coils, adjust indoor fan output and
adjust refrigerant charge recommend repairs to
increase efficiency 18 units $9,900.00
 Mechanical repairs $ Unknown??
 Minimum SCE rebate available $5,088.00
 Potential energy savings $17,561.00
 Potential compressor replacement savings
$21,000.00
 Using 50% of potential energy savings and min
rebate the audit has a payback of 8.5 months
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