HI Technical Affairs Update June 27, 2014 Mick Cropper VP Technical Affairs

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2 Welcome to the HI 2014 Technical Meeting Pump Manufacturers Associate Members HI Standards Partners Pump Systems Matter Sponsors First Time Attendees Prospective Members Future Engineering Leaders Europump Member Spouses & Guests

3 Welcome to the HI 2014 Technical Meeting New HI Officers Standards Committee Aleks Roudnev, Tryg Dahl Centrifugal Pump Section Joe Salah, Jim McKee Vertical Pump Section Michael Coussens, Bruce Ticknor Sealless Pump Committee Jessica Phillips

4 About the Hydraulic Institute Vision: To be a global authority on pumps and pumping systems. Mission: To be a value adding resource to member companies and pump users worldwide by: Developing and delivering comprehensive industry standards Expanding knowledge by providing education and tools for the effective application, testing, installation, operation and maintenance of pumps and pumping systems Serving as a forum for the exchange of information

5 HI Standards Published in 2013 ANSI/HI 1.3 Centrifugal Pumps Design and Application ANSI/HI 2.3 Vertical Pumps of Radial, Mixed, and Axial Flow Types Design and Application ANSI/HI Controlled Volume Metering Pumps for Nomenclature, Definitions, Application, Operation ANSI/HI Guidelines for Condition Monitoring

6 HI Standards & Guides: 2014 Publication HI 40.6 Methods for Rotodynamic Efficiency Testing HI 40.7 Pump Test Laboratory Approval Program HI 40.8 Pump Systems Energy Optimization ANSI/HI Rotodynamic Pumps Nomenclature & Definitions ANSI/HI 1.4 Rotodynamic Pumps Installation, Operation, and Maintenance ANSI/HI Rotodynamic Vertical Pumps Nomenclature

7 HI Standards & Guides: 2014 Publication ANSI/HI 2.4 Rotodynamic Vertical Pumps Installation, Operation, and Maintenance ANSI/HI Reciprocating Pumps (Reaffirm) ANSI/HI 6.6 Reciprocating Pump Test (Reaffirm) ANSI/HI Direct Acting Pumps (Reaffirm) ANSI/HI General Guidelines for Pumps ANSI/HI Dynamics of Pumping Machinery Pump Application Guide: Wastewater Pumps Reliability of Pumping Equipment

8 HI Organizational Structure: Overview

9 DOE Rulemaking Summary of HI s Major Initiatives and DOE Responses Started in January 2011 with Notice of Proposed Rulemaking Negotiations with Energy Efficiency NGOs in EU Regulations and MEI for pumps and EEI for Extended Product HI sought alignment with EU On going Collaboration with Europump: Mutual Cooperation Agreement Since 1996 Extensive Data collection and analysis Support MEI calculations & DOE pump efficiency rating (PER) alternative Test Procedures HI 40.6, for adoption by U.S. DOE. Released to DOE on schedule May 15, 2014.

10 DOE Rulemaking Summary of HI s Major Initiatives and DOE Responses Pump Test Laboratory Approval Program HI 40.7 Program Guide Launch in 3Q 4Q 2014 Extended Product Labeling Initiative with ACEEE: Working with Electric Power Utilities on rebate and incentive opportunities HI Branding /Labeling Concepts/initiatives to begin in June HI Co Hosted NAM Manufacturing Summit: June 10 11, 2014 HI Website: (New)

11 DOE Rulemaking Highlights: Two Paths Forward (Traditional and Negotiated) Traditional: Preliminary DOE Analysis in 2014; NOPR in Summer 2015; Final Rule in 2016; Effective in 2019 Focus on fast track negotiated rulemaking through Appliance Standards Rulemaking Advisory Committee (ASRAC PWG) Negotiated: Monthly Negotiations from 12/13 to 7/14; Near term: Monthly ASRAC meetings until June 2014 Preliminary DOE Analysis in 2014; Final Rule in 2015; Effective in 2020 Pump & Systems article from January 2014 can be found at:

12 ASRAC PWG ASRAC DEBRIEF WEBEX JUNE 25, :15 pm EDT Definitions Agreed Product Scope Agreed Parameters: Covered by Rulemaking PER Test Procedure Options Pump Energy Index (PEI) CL and VL Pump Energy Rating (PER) CL and VL Labeling and Certification Reporting Requirements

13 Definitions Agreed to by ASRAC PWG Pump is a device that moves liquids (which may include entrained gases, free solids, and totally dissolved solids) by physical or mechanical action and includes a bare pump and, if included by the manufacturer, the mechanical equipment, driver, and controls. Bare pump is a pump excluding mechanical equipment, driver, and controls. Mechanical equipment is any component that transfers energy from the driver to the bare pump. Driver is the machine providing mechanical input to drive the bare pump directly or through the mechanical equipment, and may include an electric motor, internal combustion engine, or gas/steam turbine. Controls means any device that can be used to control the driver.

14 Scope of Covered Products Agreed to by ASRAC Pump Working Group: March Scope Pump Type DOE Nomenclature ANSI/HI Nomenclature Phase 1 OK End Suction Frame Mounted/Own Bearings ESFM OH0, OH1 Phase 1 OK End Suction Close Coupled (excludes dedicated pool pumps) ESCC OH7 Phase 1 OK Inline IL OH3, OH4, OH5 Phase 1 OK Radial Split (Multistage) Vertical RS V VS8 Phase 1 OK Submersible Vertical Turbine VT S VS0 Phase 2 OK Circulators N/A CP1, CP2, CP3 Phase 2 OK N/A

15 Parameters: Covered by Rulemaking Agreed to by ASRAC Pump Working Group: March Parameters Full Impeller Diameter HP (shaft power at BEP at full impeller diameter) 25 gpm and greater (at BEP and full impeller diameter) 459 feet of head maximum (at BEP and full impeller diameter) Design temperature range from 10 to 120 degrees C Notes OK OK (applies to number of stages required for testing to the standard) OK OK OK Pumps designed for nominal 3600 or 1800 rpm driver speeds 6 inch or smaller bowl diameter (VT S/HI VS0)

PER Test Procedure Options Pump Configuration Bare Pump* Bare Pump + Motor Bare Pump + Motor + Controls Pump Motor Pump Control Motor

Tested bare pump performance + DOE minimum efficiency motor with assumed part load losses N/A N/A Tested bare pump performance +

pump performance + manufacturer motor with assumed part load losses Tested performance of bare pump with manufacturer motor (wire to

16 PER Test Procedure Options Pump Configuration Bare Pump* Bare Pump + Motor Bare Pump + Motor + Controls Pump Motor Pump Control Motor Pump Test Procedure Options Tested Bare Pump + Calculations Tested Pump with Manufacturer Motor Tested Pump with Motor and Controls Tested bare pump performance + DOE minimum efficiency motor with assumed part load losses N/A N/A Tested bare pump performance + manufacturer motor with assumed part load losses Tested performance of bare pump with manufacturer motor (wire to water) N/A Tested bare pump performance + manufacturer motor with assumed part load losses Tested performance of bare pump with manufacturer motor (wire to water) Tested performance of bare pump with manufacturer motor and controls (follow system curve) *Pumps sold with non electric drives could be rated as bare pumps

17 Pump Energy Index (PEI) CL and VL PER CL and PER VL for a given pump model (at full impeller diameter), over the PER CL for a minimally compliant pump (PER STD ) serving the same hydraulic load:

18 Pump Energy Rating (PER) CL and VL: Pump Energy Rating (PER) CL and VL: equally weighted average electric input power to the pump measured (or calculated) at the driver input or, when present, controls input, over a specified load profile: Where: w i = weight at each load point i P in i = power input to the pump at the driver, inclusive of the controls if present, (hp) i = Percentage of flow at the best efficiency point (BEP) of the pump i = 110%, 100%, 75% of Best Efficiency Point (BEP) flow at nominal speed for uncontrolled pumps i = 25%, 50%, 75%, and 100% of BEP flow at nominal speed for pumps sold with motors and controls

19 Labeling and Certification Reporting Requirements Pumps are labeled based on the configuration in which they are sold. The following information would be required to be included on a pump nameplate: Bare Pump Bare Pump + Motor Bare Pump + Motor + Controls PEI CL Model number Impeller diameter for each unit PEI CL Model number Impeller diameter for each unit PEI VL Model number Impeller diameter for each unit Certification Reporting Requirements Recommended data to be included in certification reports/database: Manufacturer name Model number(s) Equipment class PEI CL or PEI VL as applicable BEP flow rate and head Rated speed Number of stages tested Full impeller diameter (in.) Whether the PEI CL or PEI VL is calculated or tested Input power to the pump at each load point i (P in i)

20 ACEEE: Labeling of Extended Products Roadmap Working Group DOE Alignment Basis of adoption by energy efficiency programs

21 ACEEE: Labeling of Extended Products B e n e f i t The project will produce the following outcomes: 1. Roadmap to implementation and acceptance of an extendedproduct label for two or more motor system products; 2. Working group of stakeholders from manufacturers and energy efficiency programs to advance this process, and work with trade associations on the creation and market adoption of component labels; 3. Discussion with DOE on how this process could complement the ongoing product regulatory standards process; 4. Report and other documentation materials that can be used to form the basis of adoption by energy efficiency programs. Ref : Research Prospectus - August 2013

22 Status of the HI 40.6 Standard HI 40.6 Test Standard Mandates the test protocol to be used for rotodynamic pump efficiency testing, for compliance with future DOE regulations Finalized document released to U.S. DOE on May 15 th

23 Highlights of the HI 40.6 Test Standard Mandates the test protocol to be used for rotodynamic pump efficiency testing, for conformance to future DOE regulations. Allowed instrumentation, maximum fluctuation and instrumentation uncertainty values, test arrangements, speed of rotation, temperature limits, loss definitions, calculation methods, reporting, and calibration) is strictly defined. Procedures are strictly defined, the actual minimum efficiency levels are not. Basic conformance to ISO 9906 and ANSI/HI 14.6, test grade 2 is maintained, with additional restrictions enforced by making more of the standard s content normative.

24 Highlights of the HI 40.6 Standard Differences between HI 40.6 and ANSI/HI are: 1. Grade level 2 testing is mandated 2. More comprehensive procedures for unique pump configurations Vertically suspended pumps Submersible pumps 3. More restrictive fluid temperature requirements (10 30 C) to avoid the need for performing density or viscosity corrections 4. Appendix H, Reporting of test results is made normative 5. Appendix I, Measurement equipment is made normative 6. Appendix J, Time periods for calibration is made normative 7. Minimum of seven test points, each at a particular flow (40%, 60%, 75%, 90%, 100%, 110%, & 120% of BEP)

25 Status of the HI 40.7 Program HI 40.7 establishes a test laboratory audit and inspection program for approval to test pumps and extended products to applicable HI Test Standards. HI Certifies Approval and permits use of logo. SVR Ballot complete. Comments under review. Board Approval October 2014

26 Highlights of HI 40.7 Program Supports OEMs in conformity assessment to HI 40.6 and DOE pump efficiency regulations Open to all pump test laboratories worldwide A 3 rd party will audit the lab and report to HI which decides on final approval Approved labs receive a certificate and a position on the list of approved labs on HI s website Will validate testing results while providing competitive advantages to participating companies Program Launch: 3Q 4Q 2014

27 HI Co Hosted NAM Manufacturing Summit NAM Summit June 10 11, 2014; with 550 Manufacturing Firms HI members met with House/Senate energy committee members, with oversight of the U.S. DOE, to discuss the DOE pump rulemaking activities. Details at:

28 HI Member Benefit App for Tablets The HI Membership App presents membership benefits & resources in a format available at your fingertips, 24/7. View all HI membership benefits and resources Simply share HI app content with others Download and print application forms The HI Membership App can be downloaded in itunes for ipad users and in the Google Play store for Android powered tablet users.

awareness of systems optimization with pump users Partner with key groups such as, pump/supplier OEMs, the energy efficiency

29 Pump Systems Matter: Vision: To be the leading training authority on pumps & pumping systems Mission: Provide product neutral training on energy efficiency, reliability, economics and effective application of pump systems Essential Elements: Build awareness of systems optimization with pump users Partner with key groups such as, pump/supplier OEMs, the energy efficiency community, utilities, engineering consulting firms, pump system users to adopt systems optimization products, services and best practices

HI/PSM Pump Systems Optimization Guide Pump Fundamentals Pump and System Interaction Calculating Cost of Ownership Improving the Performance of Existing Pumping Systems Building Better Pumping

30 HI/PSM Pump Systems Optimization Guide Pump Fundamentals Pump and System Interaction Calculating Cost of Ownership Improving the Performance of Existing Pumping Systems Building Better Pumping Systems: Optimizing New Designs Pumping System Economics Opportunities to Improve Life Cycle (LCC) Performance 13 page Glossary of Terms Case Studies Matrix of useful tools available for optimizing pumping systems

31 Optimizing Pump System Design Summary of Benefits Pumping systems designers are educated to create system designs and address how to select and operate a centrifugal pump, across a broad range of flow rates, in order to: Minimize energy utilized and reduce total life cycle costs Properly configure the pump station to maximize pumping efficiency Help communicate and educate their customers on best practices Energy savings potential of an optimized pumping system ranges from 20% 40%, or more Pump Systems Optimization Course emphasizes the robust energy savings potential of operating pumps near BEP

32 Pump System Optimization Course Participants learn about key elements of Pump System Optimization: Why efficient pumping systems are important Systems optimization Basic pump system interaction Screening pumping systems Analysis tools for pumping systems Improving the performance of pumping systems Life cycle cost analysis Developing an Action Plan Resources and follow up strategy Participants receive: "Optimizing Pumping Systems: A Guide for Improved Energy Efficiency, Reliability & Profitability" Pump System Basic Assessment Guide Course Participant Guidebook with copies of PowerPoint slides and key takeaways "Additional Resources" Document Follow up activities such as webinars and surveys Completion certificate with 7 PDH credits from the Hydraulic Institute Participants Encouraged to Conduct Pump Systems Audits

33 HI/PSM Training Partner Benefits HI Member Companies and Non Members encouraged to educate pump end users, distributors and engineering consulting firms with PSO course: PSO Course Benefits: Gain third party credibility by affiliating with HI and PSM, demonstrating a corporate commitment to pump systems efficiency, energy and performance optimization and improved economics of optimized pumping systems Turn key Training: HI/PSM, using a corporate logo you supply, will create an HTML version of the PSO course brochure for use in promoting each course you host during the year Gain exposure by being listed as a training partner for an entire year on the HI/PSM websites, that attract over 35,000 visitors a month Press coverage: Benefit from HI/PSM support in promoting your hosted PSO course(s), with a press release to over 800 mediate outlets Increase business opportunities among pump users and engineering consulting firms in each PSO class

34 Pump Systems Optimization Course Recent Host Companies WEG Electric ABB/Baldor Arkansas Manufacturing Solutions Southern Connecticut Xcel Energy BC Hydro Ecova Manitoba Hydro Hydro Inc. Syncroflo Fairfax Water Grundfos/Ferguson UIL Holdings Anderson Pump & Process Sulzer Pumps Participants receive a completion certificate with 7 PDH credits from Hydraulic Institute

35 Technical Webinars: PSM Plans for 2014 In 2014, PSM is running 20 different webinar series based on HI standards and guideline Of those 20, 10 of them are newly developed, covering topics such as: The Fundamentals of Rotodynamic Pumps Power Plant Pumps The Dynamics of Pumping Machinery Pump Vibration Reliability of Pumping Equipment Rotodynamic Pumps: A Guideline for NPSH Margin Additionally, four new webinar programs have been developed in conjunction with the Fluid Sealing Association HI/PSM Training Partners: Opportunities to promote webinars to educate their staff, customers, distributors and others

36 HI / PSM: Focused on Energy & Optimization Training Led with education/training on pump systems optimization training through OEMs into marketplace for end users, distributors, EC firms and others Standards address efficiency prediction, adopted by the DOE in the Pump Systems Assessment Tool (PSAT) Membership meetings (3 per year) have various committees working on numerous elements of energy optimization. Liason Close collaboration with Europump, including writing Pump Life Cycle Cost Guide and Variable Speed Pumping Guide jointly Representation HI is representing the pump industry in direct negotiations with the U.S. DOE on the pump efficiency rulemaking Outcome of ASRAC Pump Working Group negotiations should be known by mid 2014 Stay tuned!

37 HI Structured Authoring: System Overview

Pump/Supplier OEMs Global Eligibility Pump & Supplier OEMs that Sell into North America: You Are Now Eligible for Membership Pump and supplier companies that manufacture wholly

38 Pump/Supplier OEMs Global Eligibility Pump & Supplier OEMs that Sell into North America: You Are Now Eligible for Membership Pump and supplier companies that manufacture wholly outside of North America but sell into the North American market may now join HI. See: Also download: HI App from Google and Apple stores for more information.

39 Upcoming Meetings 2014 MARKET OUTLOOK WORKSHOP: Boston, MA August 13 15, FALL MEETING: St. Louis, MO October 8 10, ANNUAL MEETING: St. Petersburg, FL February 12 17, EUROPUMP ANNUAL MEETING: Dresden, Germany May 7 9, TECHNICAL MEETING: Charleston, SC June 3 5, ANNUAL MEETING: Tucson, AZ February 10 16, 2016

40 Invitation to HI 2014 Fall Meeting All members and partners are encouraged to attend the HI 2014 Fall meeting in St. Louis, MO Mark your Calendar now: October 8 10, 2014 For more information visit:

HI Technical Affairs Update. June 28, 2017 Mick Cropper VP Technical Affairs

HI Technical Affairs Update. June 28, 2017 Mick Cropper VP Technical Affairs HI Technical Affairs Update June 28, 2017 Mick Cropper VP Technical Affairs Welcome to the HI 2017 Technical Meeting Pump Manufacturers Associate Members HI Standards Partners Industry Partners Academic