WEBVTT

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[SQUEAKING]

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[RUSTLING]

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[CLICKING]

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PROFESSOR: And our next
speaker is Mark Metzner

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from Endurant Energy.

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And he's going to talk
about codes and standards

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for geothermal heat
pumps and networks.

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MARK METZNER: Thank you.

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I got mine.

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I do have now.

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Good morning, and I want
to thank HEAT and MIT

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for putting this meeting on.

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I think it's absolutely vital
that this audience understands

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what is happening now and where
things are potentially going.

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I'm going to talk to you
about the scintillating

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topic of codes and standards.

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I'm sure you're on edge,
but they're good to have.

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You have to have standards.

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And just as a note, a
standard and a code actually,

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but a standard in particular,
lays out minimum standards, OK.

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So don't think this is the
gold standard as far as what

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you could do in a system.

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Now, that's up to a
designer, engineer et cetera.

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These are the
minimums that you have

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to adhere to be compliant
to this standard, which

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is the C448 standard, which is
applicable in the United States

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and Canada.

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It actually worked, excellent.

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This became a binational
standard between the United

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States and Canada in 2016.

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At that juncture, it
was a bit of a milestone

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to get the two countries
actually to agree to things.

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So the background on that,
quickly, was in 2014,

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is when the process started.

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And we gathered experts in
North and South of the border,

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approximately, at that time, 45,
to formulate the 2016 standard.

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Since that time,
the standard has

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to go through a revision cycle.

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Unfortunately, COVID hit
and put a pause on that.

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So this should have been done
in 2021 as a new standard.

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It'll now be 2025.

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We had to reaffirm this standard
to allow us to continue work

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on the new standard.

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That new standard encompassed
over 70 subject matter experts,

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north and south of the border,
as well as from Europe and Asia.

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There's a difference between
a code and a standard,

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and I think it's important
that people understand that.

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They get mixed up.

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They think they're all the
same thing, and they're not.

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A standard is a voluntary set
of guidelines or prerequisites

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that you adhere to.

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You can do it or not do it.

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You can say, my system,
my geothermal system

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will be C448 compliant, which
means you follow the standard.

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You don't have to do that.

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In Canada.

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I'll get to in a moment, you do.

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In the United States, you don't.

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There's a difference between the
countries, as we all well know.

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However, a standard can become a
code if the code body adopts it.

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So as an example,
here in the US,

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you have code bodies
like ICC, IAPMO.

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If they adopt this standard,
then it becomes code.

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Code basically becomes law.

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So that's the genesis
of how it works.

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And again, there's
confusion out there.

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But I want it to be clear.

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That's how this works between
a code and a standard.

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Quickly, in Canada,
it's the C448 standard

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and its various
iterations before,

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which was C445, C447
date back to 1992.

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And that's in the National
Building Code of Canada.

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So in Canada, we have one
code for the whole country.

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And then that can be modified,
province by province,

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with limitations.

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You can only modify
it so far, and that

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can be dropped down to the city
or municipal level as well.

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So it's a bit of a different
approach between Canada

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and United States.

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If one of the code bodies, like
I say an IAPMO or an ICC adopts

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this code, then where
they have jurisdiction,

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it becomes quote unquote
"the law of the land."

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And if you're putting a
geothermal system in and either

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one of those bodies adopt, this
is what you're going to quote

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unquote, "have to do."

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Quickly, we're not going
to go through all this

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because I got 10 minutes,
and how much have

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I burned through already?

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Too much, OK.

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[LAUGHTER]

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What we did is, as a technical
committee, we gathered all

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of the subject matter
experts that we could

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that were recommended
to us, et cetera,

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looked at the 2016 standard,
and said, all right,

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where are the gaps?

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Where are the holes?

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And there were.

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And the reason why that
happened is getting

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two countries together
to agree on something

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is not easy, as you
can probably imagine.

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So there was compromise,
accommodation

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made in various areas,
and we lived with that

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as an industry for
that five-year period.

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And then we identified
oh, wait a second,

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this has got to change.

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So there was substantial changes
done to the C448 standard.

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It will be published
in May of this year.

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So there's been some
hiccups along the road,

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like I mentioned with
COVID, et cetera.

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So it's a bit overdue.

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It's the best way to say it.

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Again, we worked with the
IGSHPA Standards Committee,

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which by the way,
I'm now the chair of,

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so I don't think it's a conflict
of interest, but I don't know,

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to look at their
current standard, which

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was published in 2017.

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And technical committees went
through the IGSHPA standard

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of 2017, as well as the
Bi-National Standard of 2016,

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and say, we have to
reconcile these two.

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What's going to happen is
once the 2025 edition of C440

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is published, the IGSHPA
standard gets sunset,

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and there will only be one
standard within the United

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States.

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Right now, there's two,
so it's a bit awkward.

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A number of issues that
we went through that

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had to be relooked
at and expanded upon,

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and more detail given, was what
Garen was just talking about,

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was the formation thermal
conductivity testing,

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thank you, as well
as piping materials

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to have absolute clarity on what
you're putting in the ground

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and more importantly,
what you're not.

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Heat transfer fluids was
a hot topic because--

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when I'm talking about
heat transfer fluids,

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that's the fluid you're
circulating through the system.

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And it could be just water.

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It depends on the
design parameters.

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A lot of designers will
put an antifreeze agent

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into the system, not so much to.

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combat freezing from ambient,
it's down four feet or whatever,

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and you had a really cold winter
and you're freezing the pipe.

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The real impetus is to
be able to run your heat

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pumps below freezing.

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It's a bit of a combination,
but that's usually

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why people are doing that.

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That's a whole design
issue, from a designer,

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how cold do you want
to run your system?

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As Connor alluded to
earlier, it depends.

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But usually your parameters
low are 30 degrees Fahrenheit,

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high about 90.

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Now, that's not
written in stone,

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but they're pretty
good goalposts.

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The other one we looked
at very, very closely

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was hydrostatic testing.

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And that's basically
using a fluid water only

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to pressurize and
test your system.

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If the system is leaking
because of a bad install,

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you could be chasing it kind
of quote unquote "forever."

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Where's the leak?

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So you want to be doing a
proper pressure test prior

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to backfilling because imagine
you have a bore field below

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a 40-story building.

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You're not getting
back in there,

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so do it right the first time.

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You have one chance.

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I'm not going to go through
this in too much detail.

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The quick overview is there is a
general section, which basically

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encompasses a
number of elements.

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One is the definitions
that are in the industry,

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so there's clarity.

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In a lot of cases,
you'll see the same item

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referenced in two different
ways depending on a region.

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So we want to clarify
what those all are.

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So it's a fairly exhaustive
definition section

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that one should be
looking at because

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if you hear one term in Texas,
and it could be something

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different in New York.

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So we tried, and did,
I think, successfully

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to capture all the
definitions and then

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use one throughout the standard,
so there's no ambiguity.

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That general section also
included any particular topic,

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so i.e., piping or
heat exchange fluid

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as examples that touched on
more of two source system

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configurations.

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They went into the
general section,

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so there was no confusion.

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Then there was a residential
section focusing, obviously,

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on single-family homes,
a commercial section,

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there was a new section, and
that's the district systems.

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Now, a quick segue, we're
hearing gens, U10s, 10s,

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community loops, shared loops.

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There's a whole bevy
of terms out there.

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We looked at it from a technical
committee side and went,

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they're all district systems.

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There are variations to it.

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They are district systems.

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And by definition, you are
servicing two or more buildings

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with that system.

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So we went into a lot of
detail on a new section

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for district energy system,
which includes what you're all

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looking at is ambient loop.

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It is one of the types
of district system.

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It's not the only one.

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There's a number of them.

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Then after that, we went into
the various configurations

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of source systems.

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What I mean by that is
the most prevalent one out

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there is a vertically
drilled borehole.

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So that's the vertical section.

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And you'll find that in
probably the majority

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of commercial installs, in
urban settings in particular.

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You'll see horizontal systems,
which was the next one, where

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you have space.

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You have to have a larger area,
land-mass wise, at the surface

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to be able to put in
a horizontal system.

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From there, we went into
the various different types

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of source systems that
aren't that common,

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but are out there depending
on your geographic location

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and your geology.

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So surface water
systems are basically

00:11:02.250 --> 00:11:05.850 align:middle line:84%
looking at a lake,
a river, the ocean.

00:11:05.850 --> 00:11:07.650 align:middle line:90%
So that's a source system.

00:11:07.650 --> 00:11:10.920 align:middle line:84%
We went through all of them
that are currently out there.

00:11:10.920 --> 00:11:13.650 align:middle line:90%


00:11:13.650 --> 00:11:16.430 align:middle line:84%
Groundwater systems
are open systems.

00:11:16.430 --> 00:11:18.930 align:middle line:84%
You probably heard the
term "pump and dump."

00:11:18.930 --> 00:11:20.690 align:middle line:84%
Maybe you have,
maybe you haven't.

00:11:20.690 --> 00:11:22.650 align:middle line:84%
That's where you have a
water well, basically.

00:11:22.650 --> 00:11:25.810 align:middle line:84%
You're extracting water, running
it through a heat exchanger,

00:11:25.810 --> 00:11:29.670 align:middle line:84%
and then re-injecting that
to the aquifer or to surface,

00:11:29.670 --> 00:11:32.930 align:middle line:84%
depending on what the
jurisdiction allows.

00:11:32.930 --> 00:11:38.930 align:middle line:84%
Standing column well
is a bit of a niche

00:11:38.930 --> 00:11:41.010 align:middle line:84%
because you have to
have competent bedrock

00:11:41.010 --> 00:11:42.450 align:middle line:90%
to be able to put them in.

00:11:42.450 --> 00:11:45.170 align:middle line:90%
It's very specialized.

00:11:45.170 --> 00:11:47.810 align:middle line:84%
Here in the Northeast,
they're prevalent.

00:11:47.810 --> 00:11:50.570 align:middle line:84%
Not so much in the rest
of the continent, reality.

00:11:50.570 --> 00:11:53.050 align:middle line:84%
The new one that we put
in that was coming up

00:11:53.050 --> 00:11:57.890 align:middle line:84%
is for foundations
or energy piles.

00:11:57.890 --> 00:11:59.730 align:middle line:90%
They're getting some traction.

00:11:59.730 --> 00:12:01.990 align:middle line:84%
We said, we got to
put this in there,

00:12:01.990 --> 00:12:06.690 align:middle line:84%
address it, and have
a standard around it.

00:12:06.690 --> 00:12:11.510 align:middle line:84%
There's informative annexes
at the back of the standard.

00:12:11.510 --> 00:12:14.450 align:middle line:90%
These are not mandatory.

00:12:14.450 --> 00:12:15.790 align:middle line:90%
These are information.

00:12:15.790 --> 00:12:17.690 align:middle line:84%
That's why they're
called informative annex.

00:12:17.690 --> 00:12:21.350 align:middle line:84%
So they give you
direction on things.

00:12:21.350 --> 00:12:25.570 align:middle line:84%
And the new one was for
wastewater energy transfer.

00:12:25.570 --> 00:12:27.630 align:middle line:84%
I think Nick was
talking about it,

00:12:27.630 --> 00:12:29.190 align:middle line:84%
I think Connor
maybe a little bit.

00:12:29.190 --> 00:12:32.210 align:middle line:90%
The SHARC system is one.

00:12:32.210 --> 00:12:34.210 align:middle line:90%
Huber out of Germany has them.

00:12:34.210 --> 00:12:35.830 align:middle line:90%
There are pipe systems.

00:12:35.830 --> 00:12:37.330 align:middle line:84%
And you're harvesting
thermal energy

00:12:37.330 --> 00:12:39.610 align:middle line:90%
from your wastewater stream.

00:12:39.610 --> 00:12:42.290 align:middle line:84%
So again, we thought it was
very important to put that in.

00:12:42.290 --> 00:12:45.620 align:middle line:84%
I am going to skip over
this because zero minutes.

00:12:45.620 --> 00:12:46.870 align:middle line:90%
Oh, well, that means I'm done.

00:12:46.870 --> 00:12:48.450 align:middle line:90%
Is that what you're telling me?

00:12:48.450 --> 00:12:49.470 align:middle line:90%
OK, hang on.

00:12:49.470 --> 00:12:51.343 align:middle line:90%
Let's get to it.

00:12:51.343 --> 00:12:52.510 align:middle line:90%
Can I have two more minutes?

00:12:52.510 --> 00:12:53.400 align:middle line:90%
I'll talk real fast.

00:12:53.400 --> 00:12:55.050 align:middle line:90%
PROFESSOR: Yeah.

00:12:55.050 --> 00:12:57.000 align:middle line:90%
MARK METZNER: OK, thank you.

00:12:57.000 --> 00:13:01.400 align:middle line:84%
Back one-- piping,
one of the big issues

00:13:01.400 --> 00:13:04.280 align:middle line:84%
there is, what are you
putting into the ground?

00:13:04.280 --> 00:13:06.840 align:middle line:84%
It's vitally important that
we're not putting garden hose

00:13:06.840 --> 00:13:08.240 align:middle line:90%
down a borehole.

00:13:08.240 --> 00:13:12.420 align:middle line:84%
So in a standard, you tend
to be performance oriented.

00:13:12.420 --> 00:13:16.020 align:middle line:84%
Meet this performance metric,
and you are compliant.

00:13:16.020 --> 00:13:21.600 align:middle line:84%
There are issues where it
has to be prescriptive.

00:13:21.600 --> 00:13:23.143 align:middle line:90%
There's no way out of that one.

00:13:23.143 --> 00:13:24.560 align:middle line:84%
We have to be very
careful in what

00:13:24.560 --> 00:13:26.680 align:middle line:90%
we're putting in to a borehole.

00:13:26.680 --> 00:13:28.720 align:middle line:84%
Bearing in mind we are
putting in infrastructure

00:13:28.720 --> 00:13:31.260 align:middle line:84%
that's going to last
50, 100 years, 150.

00:13:31.260 --> 00:13:32.480 align:middle line:90%
We don't even know.

00:13:32.480 --> 00:13:35.840 align:middle line:84%
So what you're putting in
the ground has got to last.

00:13:35.840 --> 00:13:36.900 align:middle line:90%
Sorry, I'm talking fast.

00:13:36.900 --> 00:13:41.640 align:middle line:84%
Oh, that last one,
PVC CPVC, no longer

00:13:41.640 --> 00:13:45.320 align:middle line:84%
will be compliant
with the standard.

00:13:45.320 --> 00:13:46.880 align:middle line:84%
A lot of testing,
a lot of research

00:13:46.880 --> 00:13:49.760 align:middle line:90%
was done on PVC, in particular.

00:13:49.760 --> 00:13:53.800 align:middle line:84%
And heat exchange
fluids within PVC

00:13:53.800 --> 00:13:57.010 align:middle line:84%
are basically corrosive
is the best way to say it.

00:13:57.010 --> 00:13:59.350 align:middle line:84%
They break down, and
you have real problems.

00:13:59.350 --> 00:14:02.030 align:middle line:84%
Again, infrastructure,
we're not doing that.

00:14:02.030 --> 00:14:03.470 align:middle line:90%
I'll skip over that.

00:14:03.470 --> 00:14:07.070 align:middle line:84%
Heat exchange fluids, a
lot of work went into this.

00:14:07.070 --> 00:14:08.710 align:middle line:90%
What's available?

00:14:08.710 --> 00:14:10.230 align:middle line:90%
What can you do?

00:14:10.230 --> 00:14:12.230 align:middle line:84%
There's tables in
there that give you

00:14:12.230 --> 00:14:14.090 align:middle line:84%
properties of heat
transfer fluids,

00:14:14.090 --> 00:14:17.830 align:middle line:84%
again, for a designer to choose
what is the applicable heat

00:14:17.830 --> 00:14:19.850 align:middle line:84%
transfer fluid and
may just be water.

00:14:19.850 --> 00:14:21.510 align:middle line:90%
That's quite possible.

00:14:21.510 --> 00:14:22.250 align:middle line:90%
Pressure testing.

00:14:22.250 --> 00:14:24.167 align:middle line:84%
Like I said, I'm not
going to belabor this one

00:14:24.167 --> 00:14:25.790 align:middle line:90%
because I'm out a time.

00:14:25.790 --> 00:14:28.670 align:middle line:84%
The integrity of the ground
loop system is paramount.

00:14:28.670 --> 00:14:31.710 align:middle line:84%
You have to be able
to say this is not

00:14:31.710 --> 00:14:33.370 align:middle line:90%
leaking before you backfill.

00:14:33.370 --> 00:14:35.180 align:middle line:84%
Otherwise, you
have huge problems.

00:14:35.180 --> 00:14:37.730 align:middle line:90%


00:14:37.730 --> 00:14:40.150 align:middle line:84%
That's what an energy
pile looks like.

00:14:40.150 --> 00:14:44.650 align:middle line:84%
It's a bit of a new
approach to a source system.

00:14:44.650 --> 00:14:46.270 align:middle line:90%
They're gaining some traction.

00:14:46.270 --> 00:14:50.670 align:middle line:84%
They are applicable, in
some cases, not all cases.

00:14:50.670 --> 00:14:55.030 align:middle line:84%
The whole district energy
systems, many people

00:14:55.030 --> 00:14:57.630 align:middle line:84%
have been talking about
the various source inputs

00:14:57.630 --> 00:15:01.310 align:middle line:84%
that you could have
to a district system.

00:15:01.310 --> 00:15:04.350 align:middle line:84%
So we went fairly
exhaustive on that

00:15:04.350 --> 00:15:08.190 align:middle line:84%
and deviated a bit
from the format

00:15:08.190 --> 00:15:11.150 align:middle line:84%
that is currently within
the rest of the standard.

00:15:11.150 --> 00:15:14.750 align:middle line:84%
And that's under number
four, project planning.

00:15:14.750 --> 00:15:18.630 align:middle line:84%
As a designer, you're doing
a district energy system.

00:15:18.630 --> 00:15:21.470 align:middle line:84%
These are some vital
elements you have to look at,

00:15:21.470 --> 00:15:25.350 align:middle line:84%
which are applicable
generally to geothermal

00:15:25.350 --> 00:15:31.010 align:middle line:84%
systems, but really take a good
look for a district system.

00:15:31.010 --> 00:15:33.190 align:middle line:84%
There's lots of
moving parts, and you

00:15:33.190 --> 00:15:37.510 align:middle line:84%
have to be cognizant
of what is out there.

00:15:37.510 --> 00:15:40.350 align:middle line:84%
Piping materials, again,
I said very prescriptive

00:15:40.350 --> 00:15:41.930 align:middle line:90%
on the piping materials.

00:15:41.930 --> 00:15:45.350 align:middle line:84%
This one here is for the
distribution materials

00:15:45.350 --> 00:15:51.890 align:middle line:84%
inside or above grade, I should
say, for district systems.

00:15:51.890 --> 00:15:54.470 align:middle line:84%
So it's a little bit of
a deviation from what's

00:15:54.470 --> 00:15:57.540 align:middle line:84%
in the ground because there's
more flexibility given

00:15:57.540 --> 00:16:00.980 align:middle line:84%
to your different source
systems and temperatures.

00:16:00.980 --> 00:16:03.500 align:middle line:84%
I think it was alluded
to earlier, depending

00:16:03.500 --> 00:16:05.720 align:middle line:84%
on how the system
is being designed,

00:16:05.720 --> 00:16:09.440 align:middle line:84%
you may have insulated or
pre-insulated piping, hot pipe,

00:16:09.440 --> 00:16:09.943 align:middle line:90%
cold pipe.

00:16:09.943 --> 00:16:11.860 align:middle line:84%
You've got to be careful
there that you're not

00:16:11.860 --> 00:16:14.060 align:middle line:84%
having thermal interference
between the two.

00:16:14.060 --> 00:16:19.020 align:middle line:84%
Insulation in confined
areas is your best go.

00:16:19.020 --> 00:16:21.300 align:middle line:84%
Energy transfer
stations, I believe

00:16:21.300 --> 00:16:23.440 align:middle line:90%
Brian Urlaub touched upon that.

00:16:23.440 --> 00:16:27.060 align:middle line:84%
That's one way of isolating your
system, your ground-loop system

00:16:27.060 --> 00:16:28.580 align:middle line:90%
from the building.

00:16:28.580 --> 00:16:31.780 align:middle line:84%
And, doo, doo, doo, doo,
doo, that's the wastewater.

00:16:31.780 --> 00:16:35.800 align:middle line:84%
Again, these are
informative annexes to say,

00:16:35.800 --> 00:16:37.580 align:middle line:90%
here's what you could do.

00:16:37.580 --> 00:16:40.240 align:middle line:84%
You can do a pipe, as you
can see on the left there.

00:16:40.240 --> 00:16:43.180 align:middle line:84%
That's another way
of harvesting energy

00:16:43.180 --> 00:16:45.460 align:middle line:90%
from the wastewater stream.

00:16:45.460 --> 00:16:48.080 align:middle line:84%
This is some of the
investigation we did.

00:16:48.080 --> 00:16:52.700 align:middle line:84%
There's not a lot of information
from a standards point of view,

00:16:52.700 --> 00:16:54.000 align:middle line:90%
in North America.

00:16:54.000 --> 00:16:57.940 align:middle line:84%
So we referenced a
German specification

00:16:57.940 --> 00:16:58.995 align:middle line:90%
to get some guidance.

00:16:58.995 --> 00:17:00.120 align:middle line:90%
They've done a lot of work.

00:17:00.120 --> 00:17:01.940 align:middle line:84%
We're not going to
reinvent the wheel.

00:17:01.940 --> 00:17:03.660 align:middle line:90%
This is the timeline.

00:17:03.660 --> 00:17:06.720 align:middle line:84%
Like I say, the last bullet
is what we're looking at,

00:17:06.720 --> 00:17:10.460 align:middle line:90%
release in May 2025.

00:17:10.460 --> 00:17:14.140 align:middle line:84%
That's just a quick overview
of sunsetting the standards

00:17:14.140 --> 00:17:15.900 align:middle line:90%
from IGSHPA.

00:17:15.900 --> 00:17:18.800 align:middle line:84%
Any standard is a bit
of a living document.

00:17:18.800 --> 00:17:20.760 align:middle line:84%
There's a revision
cycle every five years.

00:17:20.760 --> 00:17:22.980 align:middle line:84%
However, should there be
some monumental change

00:17:22.980 --> 00:17:25.900 align:middle line:84%
within the industry,
there is the ability

00:17:25.900 --> 00:17:29.220 align:middle line:90%
to do an update or an errata.

00:17:29.220 --> 00:17:32.180 align:middle line:84%
Looking at things in the
future, the A2L refrigerants

00:17:32.180 --> 00:17:33.780 align:middle line:90%
will be a big issue.

00:17:33.780 --> 00:17:35.860 align:middle line:84%
District energy
systems will continue

00:17:35.860 --> 00:17:39.160 align:middle line:84%
to be on everyone's mind,
and that's about it,

00:17:39.160 --> 00:17:40.680 align:middle line:90%
so sorry, Stacy.

00:17:40.680 --> 00:17:43.730 align:middle line:90%
[APPLAUSE]

00:17:43.730 --> 00:17:55.000 align:middle line:90%