vvEPA
                               United States
                               Environmental Protection
                               Agency
                               Industrial Environmental Research
                               Laboratory
                               Research Triangle Park NC 27711
                               Research and Development
                               EPA-600/S7-82-022  August 1982
Project Summary
                              Description and Analysis of
                              Inspection/Maintenance
                              Programs for Oil-Fired  Heating
                              Systems  in Switzerland  and
                              West  Germany
                               Robert W. Madler and Werner Martin
                                The report describes and analyzes
                               inspection/maintenance programs
                               for oil-fired heating systems in Switzer-
                               land  and West Germany. Inspection
                               programs for oil-fired residential and
                               commercial heating systems were
                               introduced in Switzerland and West
                               Germany in the late 1960s, induced
                               by public complaints about soot and
                               odors. Today, annual or biannual
                               inspections are required by law in both
                               countries. Private or government
                               inspectors perform the inspections,
                               using simple instruments and after
                               being trained for their duties in
                               vocational courses. Both countries
                               have stringent standards for the
                               emission of soot and hydocarbons as
                               well  as for combustion efficiency.
                               Installations not in compliance with
                               the standards have to be adjusted by
                               service technicians within a short
                               time. Significant improvements in air
                               pollution and energy savings have
                               been achieved. Noncompliance with
                               the standards decreased from an
                               initial 40-60% to 5-15% today. The
                               improvement in combustion efficiency
                               (therefore, in fuel oil savings) averages
                               6%. The reduction of emitted hydrocar-
                               bons is substantial, although quantita-
                               tive information is not available due to
                               the qualitative nature of the inspection
                               procedure. Smoke level is reduced
                               from an average of 3 to 1.5. For oil-
                               fired installations with an average
                               annual oil consumption of more than
                               1300 gal. (4921 liters)/year, fuel
                               savings exceed the inspection/main-
                               tenance costs.
                                This Project Summary was developed
                               by EPA's Industrial Environmental
                               Research Laboratory, Research Trian-
                               gle Park, NC, to announce key findings
                               of the research project that is fully
                               documented in a separate report of the
                               same title (see Project Report ordering
                               information at back).
                               Introduction
                                Oil is the main fuel source for space
                               heating in both West Germany and
                               Switzerland, providing two-thirds of the
                               total space heating energy. Natural gas,
                               electricity, coal, and wood share the
                               remaining one-third. Solar energy,
                               other than direct gain through windows
                               and indirect gain through heat pump
                               systems,  still  makes only a negligible
                               contribution.
                                Table 1 points out some of the
                               differences between the energy use in
                               West Germany, Switzerland, and the
                               U.S. The U.S.  has a high percentage of
                               its space heating requirements supplied
                               by natural gas and therefore a relatively

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Table 1.    Information of Energy use in the U.S., West Germany, and Switzerland
Country
Per Capita Energy
  Consumption
(gal. of oil equiv.)
Per Capita Energy
  Consumption
for Space Heating
fgal. of oil equiv.)
   Percentage of
   Space Heating
Energy Consumption
   Provided by Oil
U.S.
Switzerland
West Germany
      1900
       552
       974
      380
      280
      258
        33
        70
        60
low  contribution is made  by oil. The
differences in total energy consumption
per  capita  can be explained by two
factors: (1) the U.S. and West Germany
have a  much  higher production  of
energy intensive  products than does
Switzerland; and (2) the U.S. has a very
high per  capita consumption of energy
for transportation, mainly due to longer
commuting distances, sprawl develop-
ment, and fewer mass transit systems.
  The technology of oil heating systems
is similar to that found in the  U.S.
Nozzle-type burners are  used. Central
heating boilers are the main type of heat
exchangers because hydronic heating
systems  are  prevalent.  Unlike in  the
U.S., furnaces are.not common in space
heating applications.
   In Switzerland the average sulfur
content  in heating oil was 0.36%
(average  between  1977  and 1979). In
West Germany the value was around
0.4%.
  With a sharp increase in oil consump-
tion for heating purposes in the decade
from 1950-1960,  the public became
aware  of air pollution emitted by oil
heating.  Along with the increased
population density in urban areas (more
than 200,000 inhabitants/mi2)camean
increase  in  public awareness of the
amount of physical air pollution by odors
and soot emitted from heating chimneys.
When problems arise, Europeans typi-
cally assign the  responsibility for
solving them  to their local or regional
governments. In the case of air pollution,
complaints emerged and  were directed
to local  Public  Health Departments.
Unfortunately, nobody kept a record of
the number of complaints until 20 years
ago.  Today, the treatment  of public
complaints is a  widely recognized
managing tool for  air pollution control.
We can therefore only guess how many
complaints  were necessary to trigger
action. The Public Health Department of
the City Zurich (Switzerland) decided in
1964 to introduce an inspection program
for residential oil heating installations.
Although simple in design and equip-
ment,  the  inspections  proved to be
effective. The idea of governmental
                      inspections for oil  heaters spread
                      rapidly to many other cities in Switzer-
                      land and Germany, and is now also well
                      accepted  in rural  areas in the two
                      countries.  Under fire protection regula-
                      tions,  the maintenance of heating
                      equipment has been regulated since the
                      fast century. With the new oil heating
                      inspection, air pollution control and
                      (later) energy conservation have become
                      the new focal points.

                      Design and  Organization of
                      Inspection Programs
                        At the beginning, the inspectors had
                      only a  Bacharach smoke  pump  for
                      checking the smoke level. The inspectors
                      were advised to watch for a yellow color
                      on the smoke-filter papers.  This color
                      indicates traces of  partially  burned or
                      unburned  oil.  No information was
                      collected about the odors emitted.
                        Today, the  equipment has become
                      more  sophisticated.  The Bacharach
                      pump  was replaced by a powered
                      sampling instrument. The filter  paper
                      has grown in exposure area, and  the
                      volume of air pumped through has
                      increased proportionally. Besides reduc-
                      ing sampling errors with more precise
                      sampling,  the  larger  filter paper also
                      allows  for a  simple  chromatographic
                      procedure  for testing  oil traces. A drop
                      of a solvent (alcohol, xylol) placed in the
                      middle of the paper flushesany traces to
                      the outside rim, where they are concen-
                      trated  and easily  detectable  by a
                      yellowish color.
                        In addition to this equipment for air
                      pollution sampling, inspectors  today
                      check  combustion  efficiency as well.
                      This is usually done by measuring CO2
                      and stack temperature to determine
                      energy loss through the stack.
                        In Switzerland a smoke level of 2 or
                      less on the  Bacharach scale is mandatory.
                      A smoke level of 3 or less is mandatory
                      in West Germany. No visible traces of oil
                      on the filter paper are allowed. If an
                      installation fails to meet either standard,
                      the owner  is legally obligated to have the
                      installation serviced by a  licensed
                      service technician.  If the inspection
following this service still reveals non-
compliance,  the installation  has to
undergo a  fundamental  improvement,
usually consisting of replacement of the
burner or the boiler; sometimes even a
new stack  has to be built to  deliver
sufficient draft for proper functioning of
the installation.
  West  Germany has legal efficiency
standards.  In Switzerland federal  effi-
ciency standards are set  as guidelines.
Several state and local  governments
have already  declared these standards
mandatory.  The standards expressed in
percentage  efficiency are summarized in
Table 2.
  Whereas  a  federal law regulates the
organization of oil heating inspection in
West Germany, in Switzerland the state
and local governments are responsible
for introducing  and enforcing these
requirements. There  are two  funda-
mentally different ways of executing the
inspections:
  A) Inspection by government employees.
  B) Inspection by private enterprise.
  A) The idea of government employees
having the right to inspect something in
a private  home may be  strange to
Americans.  In  European countries
many examples of government intrusion
(in spheres  considered to be private in
the U.S.) can be found. The public does
not reject such intrusions in the case of
oil heating inspections. In fact, in about
half of the existing inspection programs
in Switzerland, the task is performed by
government employees.
  B) Inspections are conducted by
private persons in Germany. The local
chimney sweeps are in charge of
inspecting  the heaters when they do
their conventional job. In both Germany
and  Switzerland, homeowners are
required to  have their boilers, furnaces,
and chimneys cleaned at least  once a
year by a  licensed chimney sweep.
Combining  the  inspection with  the
cleaning task has obvious economic
synergies.  The  legal assignment of
inspections  to chimney sweeps depends,
of course,  on the willingness  of the
professionals, who are usually organized
in guilds or trade associations, to
perform the task.

Results of  Inspection
Programs
  When inspection/maintenance pro-
grams were first introduced, the rate of
rejections varied between 40 and 60
percent. These high percentage  figures
were  mainly  due to a lack of  correct
burner adjustments. Technicians install-

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ing the equipment were not properly
trained and  homeowners were not
aware of the implications of an incorrectly
adjusted burner in terms of energy use
and air pollution.
  During  the  first few years of the
inspection programs,  a sharp decrease
of violations occurred. Figure 1 summa-
rizes the results achieved  over five to
eight inspection  cycles for two Swiss
cities  (Zurich and Basel) and West
Germany. The violation  percentage
reaches an equilibrium  level  after
several years. In case of annual inspec-
tions the  equilibrium  level is about 9
percent with biannual  Inspections
(Zurich), the equilibrium level appears to
be higher. A theoretical model based on
a two-level  Markov  process supports
this hypothesis. The model predicts an
                                        equilibrium level of 9 percent violations
                                        for an annual inspection cycle, and 17
                                        percent biannual inspection program.
                                          Data  gathered from  inspection and
                                        maintenance programs indicate that
                                        there is an  interdependence between
                                        the violation rate and  equipment size
                                        and the violation rate  and equipment
                                        age. There was a much lower violation
                                        rate  for larger equipment. This  is
                                        attributed primarily to better mainte-
                                        nance and operation of large equipment
                                        and the resulting  lower emissions  of
                                        particulates and unburned hydrocarbons.
                                          As for age as an independent variable,
                                        the results are split into age of burner
                                        and age of boiler. Poor performance of
                                        newer burners is explained mostly  by
                                        adjustment problems in the first months
                                        of operation, wh i le older burners show a
                                                 steadily decreasing performance with
                                                 increasing age. Also older boilers were
                                                 designed mostly for coal as fuel and had
                                                 square flame chambers. Newer boilers
                                                 are designed for oil burners and have a
                                                 tube-shaped flame chamber, allowing
                                                 an even thermal density function around
                                                 the flame and  higher efficiency.
                                                   The total benefit in  air pollution
                                                 reduction  for the city  of  Zurich is
                                                 estimated to amount Jo: 1  percent of
                                                 total SO2 emissions, 60 percent of total
                                                 soot emissions, and 25 percent of total
                                                 hydrocarbon emissions.
Table 2.    Efficiency Standards in Germany and Switzerland
Capacity,
gal./hr
                Country
       Installation Date, Efficiency in %
1978 or Earlier      1979-1982       After 1982
0-1.7
1.7 - 8.4
>8.4
0.06
0.7 - 1.4
1.4 - 3.3
>3.3

Switzerland


Western
Germany

84
86
88
82
83
84
86
87
88
89
84
85
86
87
87
88
89
86
87
88
89
 % violations

 60



 50



 40



 30



 20



 10
                                     •  W. Germany

                                     *  Zurich

                                     -  Basel
            /       2345678
                                Inspection cycles

figure 1.  Results of inspection programs in Zurich, Basel, and West Germany.
> U.S.GOVERNMENTPMNTINaOfFIOS:UB-559-017/0786

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       Robert W. Madler is at 303 Monmouth Avenue, Durham, NC 27707; Werner
         Martin is with Integrated Energy Systems. Chapel Hill, NC 27514.
       Robert E. Hall is the EPA Project Officer (see below).
       The complete report, entitled "Description and Analysis of Inspection/
         Maintenance Programs for Oil-Fired Heating Systems in Switzerland and
         West Germany," (Order No. PB 82-224 957; Cost: $7.50, subject to change)
         will be available only from:
              National Technical Information Service
              5285 Port Royal Road
              Springfield,  VA 22161
              Telephone: 703-487-4650
       The EPA Project Officer can be contacted at:
              Industrial Environmental Research Laboratory
              U.S. Environmental Protection Agency
              Research Triangle Park, NC 27711
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati OH 45268
Postage and
Fees Paid
Environmental
Protection
Agency
EPA 335
Official Business
Penalty for Private Use $300
                           60604

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