The document outlines the stages and objectives for evaluating and implementing a surface water source heat pump project for a client like the National Trust. It discusses the Trust's properties and energy use. Common past issues included unclear project scopes, oversized systems, and lack of performance monitoring. The stages include feasibility assessments, design, construction, commissioning, operation and maintenance, and decommissioning. Objectives involve assessing environmental impacts, identifying suitable water sources, determining permissions, estimating demands, financial analysis and risk assessment.

1. CP2 - Surface water source heat pumps
A Client / Operator perspective

2. Context

3. Heating the National Trust
Potential - Its more than mansions!
• 88 castles
• 300 mansions
• 2000 agricultural
tenants
• 39 villages
• 29,000 buildings
• 3749 oil tanks
• 42,000ha of woodland
• 700+miles of coast
• 2 Goldmines
61 pubs

4. Experience ?
You name it. We are having a go

5. But………
• It has taken the NT 121 years to get this
complex.
• We were historically not a very informed
“Good” client

6. Common themes
• No clear brief and scope for projects.
• Reliant on external consultants who were learning at our
expense.
• Consultants not technology agnostic.
• Oversized systems were the norm.
• Management implications not understood or considered
• Hybridising systems to suit budget.
• Performance of old building for conservation not
understood, and no clear performance monitoring set.

7. As a client the simple fact that the
intended audience of the guidance
includes “owners and operators” in
order to set minimum industry delivery
standards.
Fills our finance, procurement and
senior management with confidence
that risks have been identified and
understood at the feasibility stage.
Reputational Risk

10. Clear outline for owners role. Would have thought the project
manager in liaison with heat pump supplier, designer would
ensure correct commissioning.
A3.2 Responsibilities

11. Plas Newydd – starting point
2009
128,000ltrs of oil pa
1500ltrs pd in winter
1,200,000Kwh pa
300,000kwh of electricity

12. Site audit
Specialist survey
Maintenance
contract
Optimisation
BMS strategy
Overhaul
boiler
Dynamic heat
loss model
Hand dryer
trial
Full biomass
feasibility
Heat pump
pre feasibility
Roof
insulation
Staff training
Flange and
valve
insulation
Low heat
dynamic
model
Detailed
M&E
assessment
and room by
room heat
loss
Heat pump
full
feasibility
Secondary
glazing
Hand dryer
rollout
LED lighting
50kw PV
installation
Smart
metering
Heat pump
design and
EIA
Sub
metering,
meter
monitoring
Hydro pre
feasibility
Staff training
Site re audit
New heat
main and
zonal design
Conservation
LED lighting
Marine
source heat
pump
installation
Ceramic
stove
New heat
main
Localised
solar thermal
Improving
shutters and
curtains
Visitor centre
heating –
pellet ceramic
stove
Fabric
insulation –
tea room
Energy Hierarchy at Plas Newydd

13. Secondary glazing yes we did!

14. - 33%Through efficiency

15. Stage 2: Feasibility
Objectives:
2.1 To assess environmental impacts and benefits
2.2 To identify and quantify the most suitable surface water sources and the best method for energy
exchange
2.3 To determine what permissions are necessary to access the water and what implications this may
have
2.4 To determine heat pump location and source-side heat exchanger or abstraction and discharge details
(including costs estimates)
2.5 To accurately estimate peak and seasonal heating and cooling demands and profiles
2.6 To agree suitable load-side flow and return operating temperatures, flow rates and control strategies
2.7 To determine the requirement for monovalent or multivalent operation
2.8 To assess operation and maintenance needs and costs
2.9 To conduct a financial analysis in order to comprehensively evaluate the installation options
2.10 To analyse risks and carry out a sensitivity analysis
Key support tasks:
 Review client brief
 Further pre-application discussions with statutory and regulatory bodies
 Prepare risk assessments
 Undertake third party consultations as required and any research and development aspects
 Review and update implementation plan
 Develop:
 sustainability strategy
 maintenance and operational strategy
 construction strategy
 health and safety strategy
Information exchange to next stage (design team):
 Feasibility study
 concept design including outline structural and building services design
 associated project strategies
 preliminary cost information
 Final project brief
 All notes, actions and outcomes

17. Objective 3.5 – To accurately determine peak heating
and cooling demands and seasonal energy
consumption profiles
For existing non-domestic buildings it will normally be the responsibility of the
customer to define the peak heat demand that they wish to contract for and to
provide an estimate of their annual heat energy consumption. However this analysis
should be with the close involvement of the SWSHP designer

18. Objective 4.1 – To reduce adverse environmental
impacts of construction
Best practice
• Best practice would include the provision of large and easily
readable posters fixed to the site hoardings to outline the
nature of the works and the proposed carbon benefits.
• Best practice would include the use of the Civil Engineering
Environmental Quality System (CEEQUAL) with a target to
achieve Very Good or Excellent. BREEAM or LEED could
also be used.

19. Real World
• Best practice would be to get a Royal Institute of Chartered Surveyors (RICS)
certified quantity surveyor (QS) to produce an independent full cost breakdown of
the project
• Employ an independent clerk of works in line with the duties, roles and
responsibilities described by the Institute of Clerks of works and Construction
Inspectorate of Great Britain to check and verify works as they are completed.
Stage 7: Decommissioning
Objectives:
7.1 To decommission the heat pump
7.2 To decommission the source side
Key support tasks:
 Produce decommissioning plan
 Engage with Environment Agency and other regulatory bodies on processes
of decommissioning and the level of requirements for site reinstatement
Information exchange (to decommissioning team and regulatory bodies):
 Decommissioning plan
 Reports in line with F-Gas and other regulations
 Reports to Environment Agency and other regulatory bodies as required
2.9.2 All analysis shall be conducted in
accordance with accepted accountancy
principals and cover an agreed period; up to
50 years for heat pump projects
• The costing in the feasibility study shall be based on realistic estimates to ensure
sufficient funding is allocated. An appropriate contingency fund (typically at least 25%)
shall be allocated and clearly identified to cover unforeseen costs.

20. Who’s helped the NT
at Plas Newydd
Castle Howard
Heat Pump
Carbon Trust
Funding for
dynamic modelling,
options appraisal
School of Oceanographic Sciences
Seabed surveys, temperature analysis. They have a boat!
HHA
LED Light Development
Local Authorities
Maintenance contracts
Good Energy
Energy Trading advice
Centre for Alternative Technology
Hub, Students and specialists
RNLI
Working with the sea
and metallurgy
Poole Tidal
Energy Partnership
Got us to think
Caernarfon Harbour Trust
Working with the sea
and navigation authority
The Crown Estate
Facilitation
British ports Authority
Sea Water Source
Heat pump
English Heritage
Secondary glazing
and curtains
NRW
Advice and guidance

21. Assessment of performance

22. Average Cop = 4.69 Average SPF = 2.7