U.S. Department of Energy - Energy Efficiency and Renewable Energy

Federal Energy Management Program

Generic Guide Specifications for Geothermal Heat Pump System Installation

These guide specifications were developed by Oak Ridge National Laboratory (ORNL) to assist Federal agency sites and engineers in the preparation of construction specifications for geothermal heat pump (GHP) projects. The guide specifications are in the industry-standard Construction Specification Institute (CSI) format and cover several of the most popular members of the family of GHP systems. These guide specifications are applicable to all GHP projects, whether the financing is through conventional appropriations or is arranged by GHP specialty energy service companies (ESCOs) under the U.S. Department of Energy's Technology-Specific GHP Super Energy Savings Performance Contracts (ESPCs), by utilities under Utility Energy Service Contracts (UESCs), or by generalist ESCOs under the various regional ESPCs.

These specifications can provide several benefits to the end user that will help ensure successful GHP system installations. The GHP guide specifications will help to streamline the specification development, review, and approval process because the architecture and engineering (AE) firm will be working from the familiar CSI format instead of developing the specifications from other sources. The guide specifications help to provide uniformity, standardization, and consistency in both the construction specifications and system installations across multiple Federal sites. This standardization can provide future benefits to the Federal sites in respect to both maintenance and operations. GHP guide specifications can help to ensure that the agency is getting its money's worth from the GHP system by preventing the use of marginal or inferior components and equipment. The agency and its AE/ESCO do not have to start from scratch when developing specifications and can use the specifications as a template and/or a checklist in developing both the design and the contract documents. The guide specifications can save project costs by reducing the engineering effort required during the design development phase.

Using the Generic Guide Specifications

Use of these specifications for any project is strictly optional and at the discretion of the responsible party in charge. If used as a construction specification master template for GHP systems, these specifications must, in all cases, be edited to apply to the specific project in question and to reflect the site-specific conditions relevant to the project. There is no guarantee of accuracy or applicability with respect to any portion of these specifications and the user assumes all risk associated with the application of the information contained in this document.

Download the Generic Guide Specifications

Some of the following documents are available as Adobe Acrobat PDFs. Download Adobe Reader.

The files listed below contain the CSI-format technical specifications, with engineering standards, data sheets, and opening pp that can be edited to build a construction specification package for your specific site/project. These files may also be used as a checklist when reviewing construction specifications developed by others.

To help you determine which specifications you may need, Table 1 (MS Word 50 KB) identifies specifications typically used for Vertical Bore Ground Heat Exchanger, Horizontal Ground Heat Exchanger, Surface Water Heat Exchanger and Groundwater with Plate Heat Exchanger applications. This table is also found in specification 00050. You will need to edit these specifications to meet your specific needs and to include additional site-specific specifications as necessary.

Downloads By Division

You can preview the Generic Guide Specifications for Geothermal Heat Pump System Installation (PDF 4 MB, 500 pp).

The files for editing can be downloaded individually below or from one self-extracting file (ZIP 3.2 MB).

  Opening pp
Division 0 Introduction
Division 1 General Requirements
Division 2 Site Work
Division 3 Borehole Grouting
Division 15 Mechanical
  Engineering Standards
  Data Sheets
Division 16 Electrical

Opening pp

Opening pp (MS Word 29 KB)

File includes:

  • Cover pp
  • Introduction (for guidance only)
  • Construction Specification Package Table of Contents
  • Signature pp

Division 0 - Introduction

DIV 0 TOC Table of Contents (MS Word 19 KB)
00050 Applicable Sections for Geothermal Heat Pump Systems (MS Word 53 KB)

Division 1 - General Requirements

DIV 1 TOC Table of Contents (MS Word 19 KB)
01000 Site-Specific Specification (MS Word 31 KB)

Division 2 - Site Work

DIV 2 TOC Table of Contents (MS Word 20 KB)
02050 Demolition (MS Word 31 KB)
02110 Site Clearing (MS Word 26 KB)
02200 Earthwork (MS Word 42 KB)
02225 Trenching (MS Word 36 KB)
02270 Erosion Control (MS Word 50 KB)
02276 Geotextile Fabric (MS Word 33 KB)
02300 Boring and Jacking (MS Word 34 KB)
02505 Mineral Aggregate Base Course (MS Word 32 KB)
02510 Asphalitic Concrete Paving (MS Word 32 KB)
02520 Screen and/or Gravel Pack-Unconsolidated Aquifer (MS Word 137 KB)
02525 Open Hole Completion - Consolidated Formation (MS Word 121 KB)
02936 Seeding (MS Word 30 KB)
02938 Sodding (MS Word 20 KB)

Division 3 - Borehole Grouting

DIV 3 TOC Table of Contents (MS Word 19 KB)
03600 Thermal-Enhanced Bentonite Grout (MS Word 40 KB)

Division 15 - Mechanical

DIV 15 TOC
Specs
Table of Contents - Specifications (MS Word 21 KB)
15050 Piping Systems (MS Word 58 KB)
15052 Brazing (MS Word 30 KB)
15071 Underground Protective Coating (MS Word 31 KB)
15072 Cleaning (MS Word 43 KB)
15073 Pressure/Leak Testing (MS Word 118 KB)
15074 Identification and Labeling (MS Word 34 KB)
15100 Valves (MS Word 53 KB)
15101 Steam and Condensate (0-150 psig) (MS Word 34 KB)
15106 Chilled Water, Cooling Water, Process Water and Heat Pump Water (MS Word 41 KB)
15110 Geothermal Heat Pump and Loop Piping Systems (High Density Polyethylene) (MS Word 49 KB)
15112 Instrument Air (MS Word 33 KB)
15125 Fluorinated Hydrocarbon Refrigerants (MS Word 36 KB)
15135 Thermometers and Gauges (MS Word 39 KB)
15260 Piping Insulation (MS Word 110 KB)
15262 Fibrous Glass Insulation (MS Word 37 KB)
15265 Elastomeric Rubber Insulation (MS Word 38 KB)
15270 Aluminum Jacketing (MS Word 29 KB)
15292 Thermal Insulation for Ductwork - Fibrous Glass Panels w/ Aluminum Facing (MS Word 30 KB)
15293 Thermal Insulation for Ductwork - Fibrous Glass Blanket w/ Aluminum Facing (MS Word 31 KB)
15501 Heating, Ventilating and Air Conditioning Systems - Installation and Equipment (MS Word 44 KB)
15515 Exterior Ground Loop Heat Exchangers (MS Word 73 KB)
15540 Water Circulating Pumps for HVAC (MS Word 49 KB)
15545 Submersible Well Pumps (MS Word 29 KB)
15550 Open Lineshaft, Water Lubricated Turbine Pump (MS Word 30 KB)
15555 Oil Lubricated, Enclosed Lineshaft Turbine Pump (MS Word 34 KB)
15786 Water Source Heat Pumps (MS Word 87 KB)
15891 Ductwork - Galvanized Steel, Low Velocity and Low Pressure (MS Word 41 KB)
15902 Ductwork - Insulated and Non-Insulated Flexible (MS Word 33 KB)
15950 Testing, Adjusting and Balancing (MS Word 52 KB)
15951 Control Systems (MS Word 35 KB)
15952 Copper Control Tubing w/ Compression Fittings (MS Word 32 KB)
15954 Plastic Control Tubing - Pneumatic Controls (MS Word 42 KB)
15955 Direct Digital Controls (MS Word 78 KB)
15956 Control Panels and Instruments (MS Word 43 KB)
15970 Plate Heat Exchangers (MS Word 36 KB)
15972 Package Cooling Towers (MS Word 43 KB)
15975 Field Erected Cooling Towers (MS Word 33 KB)
15980 Closed Circuit Coolers (MS Word 41 KB)
15995 Mechanical System Commissioning (MS Word 87 KB)

Division 15 - Engineering Standards

DIV 15 TOC
Eng Stnds
Table of Contents - Engineering Standards
(MS Word 21 KB)
ES-2.2-1 Nameplates, Tags, and Labels for Instrument Assemblies and Components (PDF 16 KB, 4 pps)
ES-4.5-2 Pipe Hangers - General Notes (PDF 1 MB, 14 pp)
ES-4.5-3 Pipe Support Spacing (PDF 179 KB, 2 pp)
ES-4.5-5 Copper Tubing - Support Spacing (PDF 46 KB, 1 pp)
ES-5.11-1 Instrument Test Ports - Rectangular Duct with or without External Insulation (PDF 80 KB, 1 pp)
ES-5.11-5 Instrument Test Ports - Round Duct with or without External Insulation (PDF 67 KB, 1 pp)
ES.5.12-1 Fire Damper - Fire Partition - Frame Mounted (PDF 74 KB, 1 pp)
ES.5.12-2 Fire Damper - Fire Partition - Duct Mounted (PDF 94 KB, 1 pp)
ES.5.12-3 Fire Damper - Fire Partition - Duct Mounted (PDF 101 KB, 1 pp)
ES.5.12-4 Fire Damper - Fire Partition - Duct Mounted (PDF 95 KB, 1 pp)
ES.5.12-5 Fire Damper - Fire Wall - Opening Mounted (PDF 112 KB, 1 pp)
ES.5.12-6 Fire Damper - Fire Wall - Frame Mounted (PDF 93 KB, 1 pp)
ES.5.12-7 Fire Damper - Fire Barrier - Frame Mounted PDF 67 KB, 1 pp)
ES.5.12-8 Fire Damper - Floor Barrier - Frame Mounted (PDF 91 KB, 1 pp)
ES.5.12-9 Fire Damper - Floor Barrier - Duct Mounted PDF 94 KB, 1 pp)
ES.5.12-10 Fire Damper - Floor Barrier - Duct Mounted (PDF 85 KB, 1 pp)

Division 15 - Data Sheets

DIV 15 TOC
Data Shts
Table of Contents - Data Sheets (MS Word 20 KB)
UCN-10533A Air Diffusers (MS Word 39 KB)
UCN-2641W Air Louver (MS Word 40 KB)
UCN-264EE Automatic Air Damper (MS Word 40 KB)
UCN-2641A Axial Flow Fan (MS Word 42 KB)
UCN-2641P Balancing Damper (MS Word 40 KB)
UCN-2641BH Baseboard Heaters (MS Word 39 KB)
UCN-2641J Brine Cooling Coil (MS Word 41 KB)
UCN-2641 Centrifugal Fan (MS Word 44 KB)
UCN-2641N Control Valve (MS Word 49 KB)
UCN-2641T Data Sheet (Plain) (MS Word 29 KB)
UCN-2641T2 Data Sheet (Continuation) (MS Word 39 KB)
UCN-2641M Electric Duct Heating Coil (MS Word 40 KB)
UCN-2641Y Electric Unit Heater (MS Word 40 KB)
UCN-10533B Exhaust or Return Grilles/Registers (MS Word 40 KB)
UCN-2641F Fan-Coil Air Conditioning Unit (MS Word 41 KB)
UCN-2641R Fire Dampers (MS Word 40 KB)
UCN-2641E Heating and Ventilating Unit (MS Word 40 KB)
UCN-2641L Hot Water Heating Coils (MS Word 42 KB)
UCN-2641V Hot Water Unit Heater (MS Word 40 KB)
UCN-2641BB Manometers (MS Word 42 KB)
UCN-2641S Motor (MS Word 40 KB)
UCN-2641C Propeller Fans (MS Word 40 KB)
UCN-2641D Roof or Wall Ventilator (MS Word 42 KB)
UCN-2641X Steam Unit Heater (MS Word 40 KB)
UCN-10533C Supply Grilles/Registers (MS Word 40 KB)
UCN-2641Q V-Belt Drive (MS Word 41 KB)

Division 16 - Electrical

For Division 16 specifications in Word format, contact Melissa Madgett of ORNL.

DIV 16 TOC Table of Contents (MS Word 20 KB)
16050 Basic Materials and Methods (MS Word 25 KB)
16060 Electrical Demolition (MS Word 26 KB)
16111 Conduit and Fittings (MS Word 33 KB)
16120 Building Wire and Cable - 600 Volts and Below (MS Word 42 KB)
16127 Splices and Terminations - 600 Volts and Below (MS Word 42 KB)
16131 Boxes (MS Word 29 KB)
16141 Wiring Devices (MS Word 29 KB)
16160 Equipment Cabinets and Enclosures (MS Word 29 KB)
16191 Supporting Devices (MS Word 24 KB)
16196 Electrical Identification (MS Word 30 KB)
16441 Disconnect Switches (MS Word 25 KB)
16451 Secondary Grounding (MS Word 31 KB)
16471 Panelboards (MS Word 31 KB)
16476 Enclosed Circuit Breakers (MS Word 28 KB)
16481 Motor Control Centers (MS Word 53 KB)
16482 Motor-Operated Equipment (MS Word 24 KB)
16483 Motor Control (MS Word 35 KB)
16484 Adjustable Frequency Drive for A-C Induction Motors (MS Word 45 KB)
16485 Contractors (MS Word 26 KB)
16942 Field Components Installation (MS Word 44 KB)
16943 Consoles, Panels, Cabinets and Racks Installation (MS Word 30 KB)
16960 Electrical Testing (MS Word 33 KB)

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