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HVAC System Selection Matrix Tool

This document provides a matrix tool to assist in selecting appropriate HVAC systems for a building project. It involves assigning weighting factors and performance scores to categories related to HVAC systems to calculate overall scores. Weighting factors determine the importance of categories like cost, flexibility, and environment. Performance scores rate each HVAC system in these categories. The matrix then multiplies scores by weights to evaluate systems based on project priorities.

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Arshath Flemin
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0% found this document useful (0 votes)
20 views8 pages

HVAC System Selection Matrix Tool

This document provides a matrix tool to assist in selecting appropriate HVAC systems for a building project. It involves assigning weighting factors and performance scores to categories related to HVAC systems to calculate overall scores. Weighting factors determine the importance of categories like cost, flexibility, and environment. Performance scores rate each HVAC system in these categories. The matrix then multiplies scores by weights to evaluate systems based on project priorities.

Uploaded by

Arshath Flemin
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd

HVAC SELECTION MATRIX

Project Number:
Project Name:

Start Date:

Comments:

TitleSheet Page 1 of 8
OVERVIEW
This tool is intended to be used at the early stages of a design to assist in the selection of the appropriate HVAC systems for a building application. It involves setting a
Weighting Factor to a series of categories and then allocating a Performance Score to each category. The spread sheet then multiplies each performance score by the weighting factor
and presents the totals for each category in tabular and graphical format in a Matrix.

The purpose of these weightings is to allow different prioirities to be assigned to the system characterisitics and an overall evaluation for that particular set of priorities
obtained. Changes or differences in priorities will affect the performance score by adjusting the weightings

Weighting factors :
Low importance (1)
Below average importance (2)
Average importance (3)
Above average importance (4)
Critical importance (5)

Performance scores :
Poor performance (1)
Below average performance (2)
Average performance (3)
Above average performance (4)
Excellent performance (5)

Overview Page 2 of 8
CALCULATION WEIGHTINGS

WEIGHTING
KEY CATEGORY SUB-CATEGORY OBJECTIVE
FACTOR

CAPITAL COST For services costs only

MAINTENANCE COST Low maintenance costs over life of facility.

COST ENERGY COST Low energy over life of facility.

REPLACEMENT COST Consider life cycle of HVAC Plant

RELATED BUILDING COSTS Construction cost for plant rooms, screens, riser space, building height.

System design has flexibility to operate different zones of building for different occupancy
OPERATIONAL
periods

FLEXIBILITY LAYOUT ADAPTABILITY Inherent ability to cope with changes to internal office layout (including cellurisation)

System must be capable of meeting expected equipment loads. System must also adapt
LOAD ADAPTABILITY
to lower loads, and higher occupancies if necessary

Locate plant where it can easily be accessed with minimum disruption i.e. avoid above
EASE OF MAINTENANCE
and below desks

RESILIENCE Avoid total dependence on any single item of plant i.e. Plant redundancy
SYSTEM INTEGRATION
AESTHETICS Plant appearance to reflect architectural principles

SIMPLICITY Provide systems that require minimal user interface and are not unnecessarily complex

INTERNAL AIR QUALITY Reduce pollutants by displacing at source, or maximising dilution with fresh air

Match system noise emission into occupied space with noise level and speech privacy
ACOUSTICS
required.

ENVIRONMENT SUSTAINABLE DEVELOPMENT Consider energy used in manufacture, in operation, and disposal.

AIR DISTRIBUTION System to provide comfort conditions without causing drafts and stuffiness

COMFORT Ability of system to meet design criteria under peak load conditions

Notes:

Calculation-Weightings Page 3 of 8
CALCULATION SCORINGS

HVAC SYSTEM NAME DESCRIPTION

4-Pipe Fan coils CONSULTANT TO ADD DESCRIPTION

Variable Air Volume (VAV) CONSULTANT TO ADD DESCRIPTION

Chilled Ceilings CONSULTANT TO ADD DESCRIPTION

Chilled Beams CONSULTANT TO ADD DESCRIPTION

Displacement Ventilation CONSULTANT TO ADD DESCRIPTION

Water Source Heat Pumps CONSULTANT TO ADD DESCRIPTION

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD DESCRIPTION

Split Air Conditioning CONSULTANT TO ADD DESCRIPTION

Mechanical Ventilation CONSULTANT TO ADD DESCRIPTION

Natural Ventilation CONSULTANT TO ADD DESCRIPTION

USER INPUT 1 CONSULTANT TO ADD DESCRIPTION

COST

CATEGORY HVAC SYSTEM COMMENT SCORE


4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

Water Source Heat Pumps CONSULTANT TO ADD COMMENT

CAPITAL COST

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Supply & Extract


CONSULTANT TO ADD COMMENT
Ventilation

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

MAINTENANCE COST Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT 0

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

ENERGY COST Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

REPLACEMENT COSTS Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Calculation-Scoring Page 4 of 8
REPLACEMENT COSTS

CALCULATION SCORINGS

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

RELATED BUILDING COSTS Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

FLEXIBLITY

CATEGORY HVAC SYSTEM COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

Water Source Heat Pumps CONSULTANT TO ADD COMMENT


OPERATIONAL

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

ADAPTABILITY TO LAYOUT
Water Source Heat Pumps CONSULTANT TO ADD COMMENT
CHANGES

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

ADAPTABILITY TO LOAD CHANGES Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

SYSTEM INTEGRATION

CATEGORY HVAC SYSTEM COMMENT SCORE

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Calculation-Scoring Page 5 of 8
CALCULATION SCORINGS

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

EASE OF MAINTENANCE Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

RESILIENCE Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Supply & Extract


CONSULTANT TO ADD COMMENT
Ventilation

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

AESTHETICS Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

SIMPLICITY Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

ENVIRONMENT

CATEGORY HVAC SYSTEM COMMENT SCORE

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

INTERNAL AIR QUALITY Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Calculation-Scoring Page 6 of 8
INTERNAL AIR QUALITY

CALCULATION SCORINGS

Mechanical ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

ACOUSTICS Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

SUSTAINABLE DEVELOPMENT Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical Ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

AIR DISTRIBUTION Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

4-Pipe Fan coils CONSULTANT TO ADD COMMENT

Variable Air Volume (VAV) CONSULTANT TO ADD COMMENT

Chilled Ceilings CONSULTANT TO ADD COMMENT

Chilled Beams CONSULTANT TO ADD COMMENT

Displacement Ventilation CONSULTANT TO ADD COMMENT

COMFORT Water Source Heat Pumps CONSULTANT TO ADD COMMENT

Variable Refrigerant Volume (VRV) CONSULTANT TO ADD COMMENT

Split Air Conditioning CONSULTANT TO ADD COMMENT

Mechanical ventilation CONSULTANT TO ADD COMMENT

Natural Ventilation CONSULTANT TO ADD COMMENT

USER INPUT 1 CONSULTANT TO ADD COMMENT

Notes:

Calculation-Scoring Page 7 of 8
CALCULATION SHEET

OPTIONS
1 2 3 4 5 6 7 8 9 10 11

Variable Refrigerant Volume


Water sourced Heat Pumps
Variable Air Volume (VAV)

Displacment Ventilation

Mechanical Ventilation

Natural Ventilation
Score Weighting

4-Pipe Fan coils


KEY CATEGORY SUB-CATEGORY

Chilled Ceilings

Chilled Beams

USER INPUT 1
Split systems
(VRV)
CAPITAL COST 0 0 0 0 0 0 0 0 0 0 0 0 1 COST SCORES
MAINTENANCE COST 0 0 0 0 0 0 0 0 0 0 0 0 0.8
COST ENERGY COST 0 0 0 0 0 0 0 0 0 0 0 0 0.6
REPLACEMENT COST 0 0 0 0 0 0 0 0 0 0 0 0.4
RELATED BUILDING COSTS 0 0 0 0 0 0 0 0 0 0 0 0 0.2
1 2 3 4 5 6 7 8 9 10 11
Sub-total 0 0 0 0 0 0 0 0 0 0 0 0 0

FLEXIBILITY SCORES
1
OPERATIONAL 0 0 0 0 0 0 0 0 0 0 0 0 0.8
FLEXIBILITY 0.6
LAYOUT ADAPTABILITY 0 0 0 0 0 0 0 0 0 0 0 0
0.4
LOAD ADAPTABILITY 0 0 0 0 0 0 0 0 0 0 0 0 0.2 1 2 3 4 5 6 7 8 9 10 11
Sub-total 0 0 0 0 0 0 0 0 0 0 0 0 0

EASE OF MAINTENANCE 0 0 0 0 0 0 0 0 0 0 0 0 RELIABILITY SCORES


1
SYSTEM RESILIENCE 0 0 0 0 0 0 0 0 0 0 0 0 0.8
0.6
INTEGRATION AESTHETICS 0 0 0 0 0 0 0 0 0 0 0 0
0.4
SIMPLICITY 0 0 0 0 0 0 0 0 0 0 0 0 0.2 1 2 3 4 5 6 7 8 9 10 11
Sub-total 0 0 0 0 0 0 0 0 0 0 0 0 0

ENVIRONMENT SCORES
1
INTERNAL AIR QUALITY 0 0 0 0 0 0 0 0 0 0 0 0 0.8
ACOUSTICS 0 0 0 0 0 0 0 0 0 0 0 0
ENVIRONMENT 0.6
SUSTAINABLE DEVELOPMENT 0 0 0 0 0 0 0 0 0 0 0 0
0.4
AIR DISTRIBUTION 0 0 0 0 0 0 0 0 0 0 0 0
COMFORT 0 0 0 0 0 0 0 0 0 0 0 0 0.2
1 2 3 4 5 6 7 8 9 10 11
Sub-total 0 0 0 0 0 0 0 0 0 0 0 0 0

TOTAL SCORE 0 0 0 0 0 0 0 0 0 0 0 1
TOTAL SCORE
TOTAL SCORE EXCL. COST 0 0 0 0 0 0 0 0 0 0 0 0.8
0.6
0.4
TOTAL SCORE RANKING 1 1 1 1 1 1 1 1 1 1 1 0.2 1 2 3 4 5 6 7 8 9 10 11
0

Notes:

Calculation-Matrix Page 8 of 8

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