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HEATING SYSTEMS
HEATING SYSTEMS
AIRBOUND HEAT SYSTEM REPAIRS
ANTI SCALD VALVES
BACKFLOW PREVENTERS
BAROMETRIC DAMPERS
BLUERAY Recall
BOILERS, HEATING
BOILER LEAKS CORROSION STAINS
BOILER NOISE SMOKE ODORS
BOILER OPERATING PROBLEMS
BOILER OPERATION DETAILS
BOILER PARTS LIST
CARBON MONOXIDE/DIOXIDE
CARBON MONOXIDE WARNING
CHIMNEY INSPECTION DIAGNOSIS REPAIR
CHIMNEYS & Flues - Asbestos Transite Pipe
COOL OFF HEAT Thermostat Switch
DRAFT REGULATORS - barometric dampers
DUCT SYSTEMS
DUST FROM HVAC?
ELECTRIC HEAT
ELECTRICAL POWER SWITCH FOR HEAT
FLUE VENT CONNECTORS
FREEZE-PROOF A BUILDING
FURNACES, HEATING
FURNACE CONTROLS & SWITCHES
FURNACE OPERATION DETAILS
GAS PIPING, VALVES, CONTROLS
HEAT EXCHANGER LEAKS
HEAT LOSS INDICATORS
HEATING COST SAVINGS METHODS
HEATING LOSS DIAGNOSIS-BOILERS
HEATING LOSS DIAGNOSIS-FURNACES
HEATING OIL CLOUD WAX GEL POINT
HEATING OIL SLUDGE
HEATING SYSTEM INSPECTION GUIDE
  HOW TO INSPECT HEATING SYSTEMS
  PREPARATION FOR HEATING INSPECTION
  CONTROL ATTENTION
  HEATING INSPECTION ROAD MAP
  HEATING INSPECTION VIEWPOINTS
  DETAILED HEATING INSPECTION PROCEDURE
  FUNCTIONAL UNDERSTANDING of HEATERS
  IMPLICATIONS OF HEATING CLUES
  FINAL HEATER INSPECTION REVIEW
  SET HEATING PRIORITIES
HIGH EFFICIENCY BOILERS/FURNACES
INSULATION
MOTOR OVERLOAD RESET SWITCH
NO HEAT - BOILER / FURNACE DIAGNOSIS
ODORS FROM HEATING SYSTEMS
OIL BURNERS
OIL BURNER NOISE SMOKE ODORS
OIL FUEL TYPES & CHARACTERISTICS
Oil Odors: Leaky Oil Tank Piping
OIL TANKS
Oil Tank Leaks and Smells
OIL TANK PIPING DEFECTS
OIL TANK SLUDGE
OIL TANKS, BURIED
PLASTIC HEATER VENT
PULSE COMBUSTION HEATERS
RADIANT HEAT Floor Mistakes to Avoid
SAFETY DURING HEATING INSPECTION
Safety Recalls
  BLUERAY Recall
  CHIMNEYS & Flues - Asbestos Transite
  Goodman HTPV RECALL
  Heat Recovery Ventilator RECALL
  Lennox WARNING
  Weil McLain RECALL
SPILL SWITCHES
STACK RELAY SWITCHES
STEAM HEATING SYSTEMS
TANKLESS COILS
THERMAL TRACKING
THERMOSTATS
Transite Pipe Chimneys & Flues
WINTERIZE A BUILDING
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How to Inspect Heating Systems
HeatAPedia ©

LARGER VIEW of an octopus furnace

How to Inspect Heating Systems - as An Approach to the Forensic Inspection of Any Complex System

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This document presents a detailed methodology for inspecting residential heating systems with focus on heating boilers and furnaces, on assuring completeness, accuracy, and on maximum heating system defect detection. The heating system inspection methodology involved is intended to be generalized to the forensic diagnostic inspection of any complex system in order to have the highest probability of detecting important safety or operating defects.

This sounds fancier than intended. Our object is to use an organized procedure for inspecting for defects, without losing the ability to discover unexpected problems as well.

The methodology discussed includes both details specific to heating boilers (the full outline at "Contents") and more general complex-system inspection methods (listed immediately below). © Copyright 2008 Daniel Friedman, All Rights Reserved. Information Accuracy & Bias Pledge is at below-left. Use links at the left of each page to navigate this document or to view other topics at this website. Green links show where you are in our document or website.

Our site offers impartial, unbiased advice without conflicts of interest. We will block advertisements which we discover or readers inform us are associated with bad business practices, false-advertising, or junk science. Our contact info is at inspect-ny.com/appointment.htm.

© Copyright Daniel Friedman 2008-1993 all rights reserved -- Tri-State ASHI Seminar -- Last update 05/30/2006 - first presentation November 6-7, 1993

How to Inspect Residential Heating Systems - Contents

  1. ASHI Standards of Practice for Inspecting Heating Systems
  2. Choosing an Inspection Methodology
    1. HEATING INSPECTION ROAD MAP - Step 1: Select a "road map"
      1. Order of heating system Construction
      2. heating system Physical Layout
      3. Sequence of heating system Operation
      4. Implications of heating system Defects
      5. For effective examination of any complex structure, the professional uses all of these tools.
    2. HEATING INSPECTION VIEWPOINTS - Step 2: Select the appropriate "viewpoint"
    3. Step 3: Observe and record potential defects>
      1. What should you look for when inspecting a heating system ?
      2. What do your heating system observations mean?
      3. Heating equipment examples:
  3. A DETAILED HEATING SYSTEM INSPECTION PROCEDURE
    1. Before the inspection
    2. At the office - when order is taken (*)
    3. Driving to the inspection
    4. A HREF="http://www.inspect-ny.com/heat/asheat01.htm#arriving">Arriving at the inspection--MORE PREPARATION
      1. Relax
      2. Take Control of the Inspection
      3. Pay Attention, avoid distractions
      4. Use techniques to stay focused, to avoid mistakes
    5. Outside Observations--EXECUTION
      1. Type of heating system Equipment Installed
      2. Heating Fuel type and storage location
      3. heating system Venting and possible hazards noted from outside
      4. Potential issues
      5. heating system Operation notes taken from outside
    6. Inside heating system Observations
      1. In the living area
      2. In the utility room
  4. How to Inspect Oil-Fired Hot Water Boiler Heating Systems
    1. Inspect before operating the boiler
    2. Examine heating system components in the sequence of operation
    3. Look closely at controls, peripherals, key components,
      1. Leaks and Corrosion on Heating Systems - implications
          1. Common leak locations
        • Examples of understanding heating system function and implications
        • Different operating sequence views
        • Different heating system controls, more costly:
        • Example of understanding function=understanding implications
    4. Detailed Examination of Heating Furnaces side topic
  5. Final checks in the Boiler Room or Furnace Room
    1. Operate the equipment
      1. Heating Boiler Defects Observed During Operation
    2. Possible thought sequences for final check of the boiler
  6. Heating Inspection Safety Concerns for the Home Inspector
  7. More Information on Inspecting and Repairing Heating Systems

Contents

ASHI Standards of Practice regarding Heating System Inspections

  • Are for consumers, to assure completeness of coverage of topic.
  • Are not a procedural guide for the actual inspection
  • Are not a technically comprehensive list of components that must be considered
  • Are not a comprehensive list of defects to be detected
  • Do not define pass-fail criteria for components inspected
  • Do not identify the implications of defects for other systems or components

This presentation follows a procedure for inspecting, using heating system operating sequence as a method to assure that all important system components are considered. A version of the ASHI Standards of Practice (readers should check most recent Standards version for changes) is mapped into the procedure but do not guide its sequence. The organization of the Standards is not intended as a guide to an inspection sequence nor as a guide to reporting sequence. ASHI Standards requirements are identified in italics in the text below.

Contents


HOW TO INSPECT HEATING SYSTEMS
PREPARATION FOR HEATING INSPECTION
CONTROL ATTENTION
HEATING INSPECTION ROAD MAP
HEATING INSPECTION VIEWPOINTS
DETAILED HEATING INSPECTION PROCEDURE
FUNCTIONAL UNDERSTANDING of HEATERS
IMPLICATIONS OF HEATING CLUES
FINAL HEATER INSPECTION REVIEW
SET HEATING PRIORITIES

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Choosing an Inspection Methodology for Heating System Inspection & Diagnosis
HeatAPedia ©

Step 1: Select a "road map"

Use an existing well-defined order of discovery which touches all important components:

Order of Construction

  • identifies heating system components
  • aids in diagnosis of what happened when and why
  • particularly helpful for structural anomalies

Physical Layout of the heating system components

  • broadens scope of heating system inspection
  • may aid in diagnosis

Sequence of heating system Operation

  • identifies most components of mechanical systems, helps assure all critical components are considered. (Actual operation helps identify malfunctions.)
  • a methodology for inspecting mechanical systems should include this aid

Implications of heating system Defects

  • broadens the search to other components. Reminds the inspector to explain what the defect means to the client.
  • all inspection topics must this aid
  • E.G. Observation: deep drip lines below eaves-long term poor control of roof runoff.
    Interpretation: possible wet basement conditions--watch for rusting of heat exchanger in steel hot-air furnaces.
    Implications: possibly dangerous conditions including high CO levels in the building.
    Action: look inside for corroborating clues: wet basement, rust on furnace. Test or recommend test of heat exchanger.

For effective examination of any complex structure, the professional uses all of these tools.

Addressing the question of completeness of coverage of components, for a thought-guide to inspecting heating equipment we selected Sequence of Operation as a model.


HOW TO INSPECT HEATING SYSTEMS
PREPARATION FOR HEATING INSPECTION
CONTROL ATTENTION
HEATING INSPECTION ROAD MAP
HEATING INSPECTION VIEWPOINTS
FUNCTIONAL UNDERSTANDING of HEATERS
IMPLICATIONS OF HEATING CLUES
FINAL HEATER INSPECTION REVIEW
SET HEATING PRIORITIES

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Step 2: Select the appropriate "viewpoint"

  • Broad/distant (is the building tipping?)
  • Close/detailed (is the railing newell base lag bolt missing?)
  • Combined broad and detailed views
For heating systems, start with broad views, examine with detail views, make final checks with broad view.

For home inspections, because many building systems and conditions affect one another, a broad view is appropriate for most topics, even where a detailed examination is always made.

Step 3: Observe and record potential defects

  • Apply a well-defined methodology using:
  • Distant heating system views
  • Detailed heating system views
  • Final distant views

What should you look for?

  • Improper heating system construction/installation
  • Improper heating system function
  • heating system Damage
  • Missing heating system components
  • Clues of potential heating system defects

What do your heating system observations mean?

  • think about remote impacts on other systems

Heating equipment examples:

Contents


HOW TO INSPECT HEATING SYSTEMS
PREPARATION FOR HEATING INSPECTION
CONTROL ATTENTION
HEATING INSPECTION ROAD MAP
HEATING INSPECTION VIEWPOINTS
DETAILED HEATING INSPECTION PROCEDURE
FUNCTIONAL UNDERSTANDING of HEATERS
IMPLICATIONS OF HEATING CLUES
FINAL HEATER INSPECTION REVIEW
SET HEATING PRIORITIES

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Sample Inspection Procedure for Heating Equipment
HeatAPedia ©

PREPARATION FOR HEATING INSPECTION - How to Prepare Properly to Assure a Thorough Heating System Inspection

These are steps in PREPARATION: Look, Think, Understand/Speculate-wait, Write, Speak

Before the inspection

Prior education & experience - prepares for the inspection by knowledge and attitude. Your inspection of heating equipment begins at or before the present seminar.

At the office - when order is taken (*)

  • Age of house--how old might the equipment be?
  • Location (neighborhood)--is it a builder's development with all boilers of a particular problem-brand?
  • Price range--is it a higher priced house likely to have more costly equipment/multiple systems?
  • Type of house--large "H" ranch (one story) may have two separate furnaces
  • Buyer's concerns--comments about heating system volunteered by client?
  • House is occupied? winterized system, has it been left on?
  • Was work done by seller or amateurs? IE: "the owner converted the basement" [and did heating and electrical work?]

Driving to the inspection

  • Rested, healthy, attentive, mind on work?
  • If not, recognize that extra effort will be needed to tune your attention to the task about to begin.
  • Do not perform an inspection if you are seriously ill or distracted. Life-safety issues may be missed.
  • Turn off the radio a mile or so before reaching the house.
  • Think about the process.
  • Tune your mind to the task at hand.
  • Quiet time.
  • Observe the neighborhood, age of houses, quality of maintenance, heavy trees (funny winds and flue draft problems or squirrels in chimneys).

Contents


HOW TO INSPECT HEATING SYSTEMS
PREPARATION FOR HEATING INSPECTION
CONTROL ATTENTION
HEATING INSPECTION ROAD MAP
HEATING INSPECTION VIEWPOINTS
DETAILED HEATING INSPECTION PROCEDURE
FUNCTIONAL UNDERSTANDING of HEATERS
IMPLICATIONS OF HEATING CLUES
FINAL HEATER INSPECTION REVIEW
SET HEATING PRIORITIES

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CONTROL ATTENTION - How to Focus Attention to Assure a Thorough Heating System Inspection

How to pay close attention for hours at a time: without the audible use of Zen mantras or other eyebrow-raising behavior the inspector must be calm, relaxed, and completely focused on the process of inspection.

Relaxation as an Aid to Attention During Heating System Inspection

On arriving at a building inspection in preparation for inspection of the heating system or any other building or building system or component here are some steps that aid in assuring that the inspector's attention will be fully focused on the job at hand:

  • Turn off the car ignition.
  • Exhale fully.
  • Calm yourself for a moment before getting out of the car, before stepping into the sea of seller and buyer anxiety and sometimes the cold acrid wind of realtor fear.

Take Control of the Inspection Process

  • The inspector must be in control of the process.
  • Do not permit distractions. Focus must be on the house, then on clients to assure your explanations are understood.

How to Pay Attention During the Heating System Inspection

  • Home inspection is paying attention to everything, simultaneously. Each observation at every step might reveal a key which will trigger an important discovery later in the inspection.
  • The inspector must focus on a sequence of examination of minute details.
  • Simultaneously the inspector must remain open to the unexpected findings or ideas. The unexpected may be suggested by a detail under examination or it may intrude from the inspector's peripheral.
  • It is easier to notice the presence of a defect of commission (leaking relief valve) than a defect of omission (no relief valve installed). "Psychology and nothing," Eliot Hearst, American Scientist, Sept.-Oct. 1991 pp 432-443. Every home inspector can improve his/her inspection technique by reading this article. Recognizing and learning from absence, deletion, and nonoccurrence are surprisingly difficult. Thinking through sequences of construction or of operation of equipment can help find omissions.

Use techniques to stay focused, to avoid mistakes,

How to avoid heating system errors and omissions:

  • Balance Inspection Procedure & Randomness: Practice a balance between an orderly method or procedure which assures completeness and sufficient random steps in the process to avoid becoming routinized. When an inspection is done by "routine" or "habit" the inspector sees only what is in the habitual mental "list".
  • Do not rely only on written heating system inspection checklists: Otherwise the inspector will observe only what's on the checklist and may miss glaring defects. Inspect the house and use your checklist to record it easily. Do not fit the house to the checklist.
  • Deliberately vary the inspection order and routine:: once an inspectors heating system inspection procedure is well established and familiar s/he should deliberately vary some of its components at every inspection. Change an order, reverse a sequence.

Contents

Outdoor Points of Heating System Inspection

Outdoor heating system inspection from a distance

Viewpoint #1:--Distant (from the heating equipment): walking around the house, from the ground, just looking, notice and record:

Type of Heating Equipment Installed

Age of the neighborhood, other inspections done in the area, age of the house, may suggest type and even the brand of equipment which may be in place. Builders of developments often purchased many of the same brand and model for all the houses there.

What Heating Fuel Is or Has Been in Use

ASHI 9.2.A.1 The inspector shall describe the energy source Identify probable fuel source: oil, gas, electric, coal, wood, solar Notice the oil filler and vent, spills, and whether or not there is easy access to the oil tank filler pipe.

Also notice any evidence of old, possibly abandoned oil tanks (abandoned oil lines, protruding pipes, age of property, depressions in the soil), or of changes from one type of fuel to another (coal bins). These have potentially major cost implications (improperly abandoned oil tanks) or safety concerns (changes of fuel, unsafe chimneys).

Venting and possible hazards noted from outside:

[Examples of "distant" implications] ASHI 9.1.A.4 chimneys, flues, and vents Look for, then at the chimney. Is there a chimney? If not is there electric heat, direct-vent equipment, or no heat? Thinking about what chimneys do lets you understand the implications of your observations. These items are examples, not a comprehensive list.

If there is no chimney cap

  • is flue blocked by debris?
  • has wind-blown rain damaged the masonry interior?
  • has wind-blown rain run down chimney into flue vent piping and on into the equipment?
  • Did it cause rust damage? Fire chamber damage?

Masonry chimneys

  • damaged flue liner? Damage by condensation, frost, acid rain, sulphation (especially with gas-burning equipment)
  • Loose bricks?
  • Unlined single-wythe brick flues (still common in large cities)--if damaged, risk of fire, leaking flue gases, blocked flues. Look further in the attic and assure there's a cleanout or suggest vent connector be pulled to check for blockage.

Old stone chimneys

  • often stop at foundation, heaters were added, connected in to very base of chimney - easily blocked by fallen debris.
  • Signs of history of water entry (risk unsafe flue: blocked, fire risks - falling debris
  • possible damaged heating equipment (more likely for furnaces than boilers)

Potential issues

  • buried tanks or underground oil storage tanks
  • indoor tanks used outside
  • risks of water entering fuel from location of filler
  • fuel spills
  • leaks
  • ease of access to filler pipe
  • oil filler pipe left in place when the house converted to gas? (Potential very serious problem if oil is delivered by mistake.)
  • System Operation notes taken from outside:

    • Sooty chimney top or soot stains on roof: system has not been operating properly
    • Soot washed off: system may have been repaired/replaced
    • Soot heavy and fresh or smoky exhaust seen, system currently needs service or repair
    • Watch out for Repco boilers which run sooty as they crash.
    • Heat seen rising from heating flue in July - the house may have a tankless coil for domestic hot water. If not, is the primary control set up properly?
    • Is there a separate oil-fired water heater using same flue? What's running making that exhaust? Reserve questions for later.

    Contents


    HOW TO INSPECT HEATING SYSTEMS
    PREPARATION FOR HEATING INSPECTION
    CONTROL ATTENTION
    HEATING INSPECTION ROAD MAP
    HEATING INSPECTION VIEWPOINTS
    DETAILED HEATING INSPECTION PROCEDURE
    FUNCTIONAL UNDERSTANDING of HEATERS
    IMPLICATIONS OF HEATING CLUES
    FINAL HEATER INSPECTION REVIEW
    SET HEATING PRIORITIES

    More Information

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    Inside heating system Observations

    Viewpoint #2--Distant view of the heating equipment from the living area.

    In the living area

    These observations and conclusions can be made quickly without needing to ask anyone anything, as soon as you enter the building:

    Type of Heat Distribution
    ASHI 9.1.A.7 the presence of an installed heat source in each room. ASHI 9.3.D.4 The inspector is not required to observe the uniformity of heat supply to various rooms.

    • Air registers: hot-air furnace. Begin looking for supply and return grilles. Identification tip: return grilles often have no controlling louvers and may be centrally located. Distribution problems are not discussed in this presentation.
    • Baseboards - electric or hot water.
    • Radiators - hot water or steam. Steam: observe steam valves on each radiator and identify one pipe vs two-pipe distribution system.
    • Nothing visible: is there electric or hot water radiant heat. Watch for multiple types of heat supply: e.g.: baseboards, with electric heaters in bathrooms.

    In the utility room

    Viewpoint #3--Distant broad view of the heating equipment from the utility room. The equipment is directly in view but not yet closely examined.
    ASHI 9.1.A. The Inspector shall observe permanently installed heating systems including: [items are listed later]
    ASHI 9.2.A.2 The inspector shall describe heating equipment and distribution type

    1. Identify/confirm type of equipment
    2. Housekeeping, location of combustibles
    3. Air supply
    4. Sooty operation, odors, noises
    5. Evidence of recent maintenance
    6. Service tags vs filth atop the equipment or in the chimney was it really serviced?

    Contents

    Detailed Examination of Oil-Fired Hot Water Boilers
    HeatAPedia ©

    Viewpoint #4--Detailed close scrutiny of the equipment, after a few "sanity checks"
    ASHI 9.1.A.1 The inspector shall observe ... heating equipment

    Inspect before operating the boiler

    What are we looking at? Form a working Definition: A system which heats the house. A steel, copper, or cast iron "box" of hot water, connected to a loop of pipe (and radiators or baseboards) which runs around through the living area. The same physical water stays in the boiler and is circulated by a pump so that heat is delivered to the living area. Burning oil makes hot gases which are used to heat the water before being exhausted outside. Pumps move fluids. Safety controls at various points protect against a number of potential hazards.

    • Do you see some reason not to turn this system on? (See Safety Concerns for the Home Inspector below.) What about other problems?
    • Is the system safely connected to a chimney?
    • Look at the temperature/pressure gauge: normal operating values?
    • Look for leaks in the boiler itself (Cast iron is more resistant to death by leaks than steel. Older cast iron systems without tankless coils, if shut off in summer, may be at risk of leakage and hidden damage. Steel rusts through. Cast iron cracks or leaks at joints.)
    • Look for leaks at controls now and again in the sequence below
    • Leaks at valves or fittings which drip into the jacket of a steel boiler or onto controls or zone valves risk failure and loss of heat.
    • Is there a tankless coil? If so, address both topics, looking at heating first, DHW second.

    Contents

    Examine components in the sequence of operation

    Training in proper operation sequence of the equipment and in the function of its controls is a step towards technical correctness. If you do not understand how a mechanical system works you cannot reliably expect to observe missing or defective components. This discussion is an exercise using sequence of operation to work for completeness. It is not technically exhaustive, it focuses on a specific example: oil-fired hot water, zoned, heating system.

    Examine the accessible parts of the system. Let your eye travel from component to component in the sequence of operation. Apply the inspection logic discussed earlier, at each step. Consider the implications should each component be missing, damaged, inoperative, leaky, noisy, sooty, repaired by an amateur, etc. Think through the operating sequence as you examine each component in that order. The following are the steps in one common set-up. This list is lengthy and detailed. The actual visual examination may take only a few minutes.

    1. Room temperature drops,
    2. room thermostat switches "on" ASHI 9.1.A.2 normal operating controls
    3. [zone valve opens and] circulator [starts] [except in Canada where circulators may be set up to run continuously and where the thermostat directly turns on the oil burner] [Circulator usually located on cooler return-side of the distribution piping loop-longer life.]
    4. boiler temperature and pressure are indicated on the TP gauge and should show increase not to exceed normal operating limits (200 deg F or less and less than 30 psi)
    5. hot heating water leaves boiler passing by the ...
    6. air scoop (not always present; avoids air-bound baseboards)
    7. [air purge] (not always present; often leaky or sealed off)
    8. [automatic] water feeder (normally the manual valve for water supply to boiler is "on", the automatic valve is closed unless the boiler pressure drops below 12-15 psi.This valve is often also a backflow-preventer.)
    9. expansion tank (waterlogged, dumping relief valve)(attic? no r v?=some old equipment)
    10. [zone valve] (not always used, shorter life on the "hot" supply side of <->piping)
    11. distribution piping (watch for mineral salts indicating small clogged leaks)
    12. baseboards - which warm the room and thus the ... ASHI 9.1.A.6 heat distribution systems including fans, pumps, ducts and piping with supports, dampers, insulation, air filters, registers, radiators, fan-coil units, convectors
    13. room thermostat senses the heat increase. Water passes
    14. more distribution piping returning to boiler past
    15. zone service drain and [flow balancing valves] (are they leaky?)
    16. [circulator pump] (if it's not a convection system used on older houses)
    17. back into the boiler.
    18. temperature in the boiler drops as cooler water returns.
    19. temperature sensor feels the temp drop and tells the ...
    20. primary control or high-limit control, but nothing happens (in the U.S.) until ...
    21. temperature drops 15 deg F below the HI setting on the primary control. Then the
    22. primary control turns on the oil burner (any drip/leak damage onto the control?) (Canadian systems: thermostat may activate burner directly.)
    23. burner pumps oil from the tank through ... (did we see the tank? is there an oil filter?)
    24. [copper] fuel line (and possibly sends excess back through a return line)
    25. [past one or more Fire-o-Matic safety valves] (fusible link used in some jurisdictions) through the pump unit, sending ...
    26. high pressure oil to burner nozzle for spray into fire chamber (chamber ok?)
    27. transformer makes high voltage sent as spark to ignite oil (tar ooze at transformer?) and ...
    28. blower unit sends combustion air into the fire chamber... (is there adequate combustion air? how about when the boiler room door is closed?)
    29. Oil begins to burn (rough start or poor shut-down? smoke, soot, odor, noise ?)
    30. hot gases pass through tubes in steel or between sections in cast iron boiler, sending heat back into the heating water through the heat exchanger. (soot acts as insulation--boiler cleaned recently?)
    31. hot gases are collected at top of boiler and sent out through exhaust flue ...
    32. where the barometric damper assures proper and even draft; hot gases continue ..., up
    33. up the chimney to outdoors.
      ASHI 9.1.A.4 chimneys, flues, and vents (is the chimney improperly shared or vented to multiple floors?) ASHI 9.1.A.5 solid fuel heating devices [e.g. wood and coal stoves]
    34. boiler temperature rises up to the "HI" limit. (Thinking of High take a look for a pressure relief valve and look for defects there: leaking, corroded, not piped to floor, reduced diameter piping.)
    35. sensor informs Primary Control which turns off the burner-(sloppy shut down?) (Circulator is continuing to run)
    36. the room is warm enough according to the thermostat so the ...
    37. thermostat senses the temperature rise and opens its switch. (Special thermostat sophistication and functions excluded here)
    38. circulator stops (except in Toronto)
    39. burner will either stop then or continue until HI limit is reached.

    Contents

    Look closely at controls, peripherals, key components,

    while going through the detailed sequence
    ASHI 9.1.A.3 automatic safety controls
    • Combination control - combining High Limit and "Low Limit" (which may or may not be in use depending on presence of a tankless coil)
    • High Limit and Low Limit (if tankless coil) separate controls on older equipment
    • Flame sensing device: Cad Cell or Stack Relay (watch for sensitive relays and learn about the re-stepping lever)
    • Automatic water feeder and Expansion Tank
    • Pressure Relief Valve
    • Pressure and Temperature gauge--12 psi cold, less than 30 psi hot. Over 30 psi dumps relief valve.(Typical operating temperature settings LO-120-160 HI-180-200 degF. Typical operating temperature observed at the gauge will be below the high, and can be as low as nighttime room temperature in non-heating season if no tankless coil is in use. The temperature/pressure gauge may help in checking for normal conditions before and during boiler operation. However the gauge can be wrong!)
    • Tankless coil--leaks, missing mixing/tempering valve, relief valve (some jurisdictions). Risk of scalding water at the house sinks/tubs if there is no mixing valve.

    Leaks and Corrosion - some implications

    • Surface rust--repairable. Clean when serviced and monitor
    • Exfoliation--very serious, possibly not repairable, risks loss of boiler.

    Common leak locations

    • Coil mounting plate - see rust stains below and around plate
    • Pipe fittings at face of coil plate - mineral salts
    • Leaks around bolt openings - suspect hidden damage

    HOW TO INSPECT HEATING SYSTEMS
    PREPARATION FOR HEATING INSPECTION
    CONTROL ATTENTION
    HEATING INSPECTION ROAD MAP
    HEATING INSPECTION VIEWPOINTS
    DETAILED HEATING INSPECTION PROCEDURE
    FUNCTIONAL UNDERSTANDING of HEATERS
    IMPLICATIONS OF CLUES
    FINAL HEATER INSPECTION REVIEW
    SET HEATING PRIORITIES

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    Examples of understanding function and implications:

    • Leaks are never acceptable, anywhere. Leaking relief valves need immediate attention and repair (Leaking relief valve could be due to water-logged expansion tank, improper control settings (temp too high), improper automatic water feeder operation (pressure too high), or defective valve (leaky). True, you only have to report the valve. Did you miss problems at the other components?) Corroded relief valves also need test and repair/replacement
      Do not touch the relief valve- it may open and fail to shut down.
      Do not pick at corrosion as you may start a catastrophic, un-stoppable leak requiring total system shut-down.
    • Different water pressure/flow observed in the kitchen: hot water pressure significantly less than cold--is a tankless coil installed? is a water softener installed? is there "hard" water--have mineral deposits clogged the coil? Are there "cleanout" plumbing fittings on the coil piping? Does this suggest a history of clogging and acid-flush treatments? Can a clogged coil be repaired or replaced? How severe was that rust you observed at the coil mounting plate?
    The following items are not examined in this seminar but a few notes:

    Different Heating System Operating Sequence

    Eg: immediate burner on when the thermostat is turned-on from the living area.

    Different Heating System Controls, more costly:

    • Air vents at radiators,
    • Pressure switch at boiler, typically set to .2 to .5 psi
    • Lower-pressure relief valve
    • Water feeder, manual or automatic. (Don't mess with either, they may open and be hard to shut off.)
    • Low Water Cutoff on some systems. (Also found on some hydronic boilers.)
    • Different piping on some systems - one-pipe vs two-pipe, easy to identify and very different implications for retrofit/conversion to other heating methods such as hot water.
    • Immediately recognized from the living area by presence of steam valves on radiators. Don't confuse steam valve with air bleeder valves found on hot water radiators.
    • Steam rises--hence no circulator pump - if you see a pump is it a separate HW zone? is it a condensate return pump?

    Contents


    HOW TO INSPECT HEATING SYSTEMS
    PREPARATION FOR HEATING INSPECTION
    CONTROL ATTENTION
    HEATING INSPECTION ROAD MAP
    HEATING INSPECTION VIEWPOINTS
    DETAILED HEATING INSPECTION PROCEDURE
    FUNCTIONAL UNDERSTANDING of HEATERS
    IMPLICATIONS OF HEATING CLUES
    FINAL HEATER INSPECTION REVIEW
    SET HEATING PRIORITIES

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    Example of understanding function=understanding implications

    A pressure control set to 10 PSI indicates some operating problem with system, addressed by a service person who's trying to "force" steam into the house rather than debugging a problem, probably with piping or steam valves. Service has been by someone unfamiliar with steam systems.

    Absence of any sign that the occupants ever drain and clean the automatic water feeder suggests risk of inoperative key safety device. Needs attention even if you see absolutely no problems. Modified piping? improperly sloped radiators?

    Contents

    Furnaces - Hot Air Heating System Inspection

    Not examined in this seminar but a few notes:
    • A simpler, operating sequence
    • Different controls-- blower, fan/limit sw.
    • Working Definition: A furnace is a steel or cast iron "box" connected to a series of duct work which runs through the house bringing hot air to grilles (registers). A fan, usually at the furnace, circulates air from cold-air return grilles through duct work to the furnace where the air is heated and then returned through "supply ducts" to the living area.
    • Room cools, thermostat switch closes (calls for heat), oil burner is turned on, oil is pumped from tank to burner, ignited, burned,
    • Hot gases pass through a fire chamber (steel can) and out an exhaust flue, past a barometric damper to a chimney to outdoors.
    • ASHI 9.2.C. The inspector shall open readily open-able access panels provided by the manufacturer or installer for routine homeowner maintenance
    • Understanding functions=understanding implications: eg: wet basement, steel furnace, high CO risks from rusted heat exchanger.

    Contents

    Final checks in the boiler room:
    HeatAPedia ©

    Operate the equipment

    After all visual inspection. Avoids running dangerous systems, permits explanation to client without background noise. Permits observations of operation anomalies. ASHI 9.2.B. The inspector shall operate the system using normal operating controls such as using the thermostat

    Operating defects:

    • Noises, smoke, soot, back pressure at inspection port (watch out for burns and fires if this port is opened), sloppy startup, rumbling, sloppy or delayed shutdown-flame lingers (very dangerous).
    • Feeling piping (hot!) can indicate if circulator is running--quick change in temperature vs convection.
    • Some leaks occur only at peak operating temperature--eg at relief valve.
    • Startup problems: noises, puff back, flapping barometric damper, vibrations
    • Particularly in cold weather, if the system was on and running, observe and note that it was running normally when you last touched it. Witnessed. (Frost damage issues lurk here.)

    PREPARATION FOR HEATING INSPECTION
    CONTROL ATTENTION
    HEATING INSPECTION ROAD MAP
    HEATING INSPECTION VIEWPOINTS
    DETAILED HEATING INSPECTION PROCEDURE
    FUNCTIONAL UNDERSTANDING of HEATERS
    IMPLICATIONS OF HEATING CLUES
    FINAL THOUGHT-REVIEW
    SET HEATING PRIORITIES

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    Possible thought sequences for final check

    • Hot heating water movement from house supply into boiler, through circulating equipment.
    • Fuel movement from tank through burner up flue and chimney.
    • Air movement into house and to burner and up flue and chimney.
    • Air movement inside duct work (for furnaces)
    • Complete operation sequence reviewed?
    • Other building conditions observed which raise questions?
      wet basement, poor housekeeping, poor maintenance, extensive building additions may stretch boiler capacity, ...
    • What's missing ?
    • Did we leave the system operating normally?

    Contents


    HOW TO INSPECT HEATING SYSTEMS
    PREPARATION FOR HEATING INSPECTION
    CONTROL ATTENTION
    HEATING INSPECTION ROAD MAP
    HEATING INSPECTION VIEWPOINTS
    DETAILED HEATING INSPECTION PROCEDURE
    FUNCTIONAL UNDERSTANDING of HEATERS
    IMPLICATIONS OF HEATING CLUES
    FINAL HEATER INSPECTION REVIEW
    SET PRIORITIES SAFETY

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    Heating Inspections: Safety Concerns for the Home Inspector
    HeatAPedia ©

    This section contains examples of steps to protect the inspector. It does not address safety concerns for the client/occupant.ASHI 9.3.A. The inspector is not required to operate equipment when weather conditions or other circumstances may cause equipment damage [or in the opinion of the inspector, may cause any sort of unsafe condition (added by DJF, NOT ASHI Standards)
    • Do not turn on equipment which has been "shut down" - Possible open piping, unsafe wiring, leaks, unsafe chimney, fire risks.
    • Do not turn on equipment which has been switched off without explicit permission/instruction from a responsible party
    • Examine gauges (not entirely reliable) for unusual pressure or temperature conditions and do not permit such equipment to continue to operate
    • Do not operate equipment which does not appear to be vented properly; shut down equipment if, on operating it, you observe an apparently blocked flue
    • Do not operate equipment if the chimney is suspect--e.g. old single wythe unlined brick with visible damage in the attic or outside
    • Watch for flashback at inspection ports
    • Watch for electric shock at controls
    • Do not pick at corrosion
    • Do not test relief valve levers nor catch your sleeve on one
      ASHI 9.3.B. The inspector is not required to operate automatic safety controls
    • Do not light fires in coal or wood stoves to check draft, etc
      ASHI 9.3.C. The inspector is not required to ignite or extinguish solid fuel fires
    • Do not disassemble flue vent piping - risks of filth, unable to reassemble, etc.
      ASHI 9.3.D.1 The inspector is not required to observe the interior of flues [However often you can detect a blocked flue by looking through the barometric damper or by use of a mirror at the chimney cleanout. We recommend this step. -DJF]
      ASHI 9.3.D.2 The inspector is not required to observe fireplace insert flue connections [Normally not visible. Caution: there is frequently a hidden problem there.]
    • Be careful about disconnecting humidifiers to obtain access to furnace plenums: you may cut yourself on sheet metal, cause leaks in humidifier piping, cause spills.
      ASHI 9.3.D.3 The inspector is not required to observe humidifiers
    • But watch for humidifiers which leaked into and damaged duct work or onto and damaged a heat exchanger.
    • Avoid electric shock from the static charge at electronic air filters.
      ASHI 9.3.D.4 The inspector is not required to observe electronic air filters

    Contents

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    HOW TO INSPECT HEATING SYSTEMS

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    More Information on Inspecting and Repairing Heating Systems

    • Carbon Dioxide Gas Toxicity
    • Carbon Monoxide Gas Toxicity, exposure limits, poisoning symptoms, and inspecting buildings for CO hazards
    • Dust from HVAC? An Investigation of Indoor Dust Debris Blamed on a Heating/Cooling System Reveals Carpet Dust
    • Goodman Furnace High Temperature Plastic Vent HTPV safety recall US CPSC notice
    • Home Heating System Should Be Checked [for proper venting and for CO Carbon Monoxide Hazards - DJF]
    • Inspection Procedures for Oil-Fired Heating Systems Detailed step by step approaches for inspecting complex systems]
    • Lennox Pulse Furnace Safety Inspection/Warranty Program: Carbon Monoxide Warning
    • Oil Tanks - The Oil Storage Tank Information Website: Buried or Above Ground Oil Tank Inspection, Testing, Cleanup, Abandonment of Oil Tanks
    • Oil Tanks Above Ground, UL Standards, guidance for home owners, buyers, and inspectors
    • Plastic Heating Vent Pipe & Other Heating Safety Recall Notices
    • Weil McLain Model GV Gas Boiler/gas valve CPSC recall/repair
    • Domestic and Commercial Oil Burners, Charles H. Burkhardt, McGraw Hill Book Company, New York 3rd Ed 1969.
    • National Fuel Gas Code (Z223.1) $16.00 and National Fuel Gas Code Handbook (Z223.2) $47.00 American Gas Association (A.G.A.), 1515 Wilson Boulevard, Arlington, VA 22209 also available from National Fire Protection Association, Batterymarch Park, Quincy, MA 02269. Fundamentals of Gas Appliance Venting and Ventilation, 1985, American Gas Association Laboratories, Engineering Services Department. American Gas Association, 1515 Wilson Boulevard, Arlington, VA 22209. Catalog #XHO585. Reprinted 1989.
    • The Steam Book, 1984, Training and Education Department, Fluid Handling Division, ITT [probably out of print, possibly available from several home inspection supply companies] Fuel Oil and Oil Heat Magazine, October 1990, offers an update,
    • Principles of Steam Heating, $13.25 includes postage. Fuel oil & Oil Heat Magazine, 389 Passaic Ave., Fairfield, NJ 07004.
    • The Lost Art of Steam Heating, Dan Holohan, 516-579-3046 FAX
    • Principles of Steam Heating, Dan Holohan, technical editor of Fuel Oil and Oil Heat magazine, 389 Passaic Ave., Fairfield, NJ 07004 ($12.+1.25 postage/handling).
    • "Residential Steam Heating Systems", Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel,
    • CT 06801 800/227-1663 [home inspection training material] 1987 "Residential Hydronic (circulating hot water) Heating Systems", Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel, CT 06801 800/227-1663 [home inspection training material] 1987 "Warm Air Heating Systems". Instructional Technologies Institute, Inc., 145 "D" Grassy Plain St., Bethel, CT 06801 800/227-1663 [home inspection training material] 1987 Heating, Ventilating, and Air Conditioning Volume I, Heating Fundamentals, Boilers, Boiler Conversions, James E. Brumbaugh, ISBN 0-672-23389-4 (v. 1) Volume II, Oil, Gas, and Coal Burners, Controls, Ducts, Piping, Valves, James E. Brumbaugh, ISBN 0-672-23390-7 (v. 2) Volume III, Radiant Heating, Water Heaters, Ventilation, Air Conditioning, Heat Pumps, Air Cleaners, James E. Brumbaugh, ISBN 0-672-23383-5 (v. 3) or ISBN 0-672-23380-0 (set) Special Sales Director, Macmillan Publishing Co., 866 Third Ave., New York, NY 10022. Macmillan Publishing Co., NY
    • Installation Guide for Residential Hydronic Heating Systems and
    • Installation Guide #200, The Hydronics Institute, 35 Russo Place, Berkeley Heights, NJ 07922 The ABC's of Retention Head Oil Burners, National Association of Oil Heat Service Managers, TM 115, National Old Timers' Association of the Energy Industry, PO Box 168, Mineola, NY 11501. (Excellent tips on spotting problems on oil-fired heating equipment. Booklet.)
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