EPA/600/A*93/186
STATUS OF ASHRAE STANDARD 62-
VENTILATION FOR ACCEPTABLE INDOOR AIR QUALITY

W.  Gene Tucker, Chairman ASHRAE SSPC62

Air and Energy Engineering Research Laboratory
U.S. Environmental Protection Agency
Research Triangle Park, North Carolina, USA


ABSTRACT

This paper briefly describes the purpose, history, and major features of American Society of
Heating, Refrigerating  and  Air-conditioning Engineers (ASHRAE) Standard 62.  The
primary focus of the paper is on the status of the review and revision process as of January
1993.  The current  working outline of the revised standard is presented and discussed. The
complementary  roles of ventilation, source management, and air cleaning are emphasized.
Extending the standard beyond ventilation system design to include operation and maintenance
of buildings and ventilation systems is also projected.

INTRODUCTION

ASHRAE Standard 62 contains design procedures and guidelines for ventilation rates in "all
indoor or enclosed  spaces  that people may occupy, except where other applicable standards
and requirements dictate larger amounts  of ventilation than this standard."  Standard 62 is the
basis for ventilation requirements in many codes for commercial, institutional, and residential
buildings in North America.  The Standard is reviewed every 5  years or less,  then updated
as needed  to incorporate new information or improve its usefulness to building designers and
code officials.  The initial  version  of the standard was issued in  1973 (1).  It was updated in
1981 (2), and most recently in 1989 (3). Distinctions among those versions of the standard
are summarized elsewhere (4,5).

ASHRAE has formed a new  committee—SSPC62~to review and update Standard  62. This
paper highlights some of the key features of the current standard and summarizes the status
of the review process.

THE CURRENT STANDARD:  62-1989

The purpose of Standard  62-1989 is "to specify minimum ventilation rates and indoor air
quality that will be acceptable to human  occupants and are intended to minimize the potential
for adverse health effects." While this standard is primarily considered a design standard for
heating, ventilating, and air-conditioning (HVAC) systems, the foreword to the document
states:  "...the conditions specified  by this Standard must be achieved during the operation of
buildings as well as in the design of the buildings if acceptable indoor air quality is to be
achieved."  To facilitate this, the standard requires that ventilation design  documentation be
provided as guidance for ventilation system operation.

For purposes of this standard, acceptability of indoor air is based on both health and comfort
considerations  (the comfort term refers to sensory rather than thermal comfort).  The

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foreword of the standard states:  "For substantive information on health effects, the Standard
must rely on recognized authorities and their specific recommendations.   Therefore, with
respect to tobacco smoke and other contaminants, this standard does not, and cannot, ensure
the avoidance of all possible adverse  health effects, but it reflects recognized consensus
criteria  and guidance."  Health-based  criteria  and guidelines are listed for the following
contaminants:  sulfur dioxide, particulate matter smaller than 10 micrometers in diameter
(PM10), carbon monoxide, ozone, nitrogen dioxide, lead, chlordane, and radon.  The single
contaminant listed for sensory comfort criteria-carbon dioxide (CO2)-is listed as a surrogate
for human (body) odor.  An appendix,  which is  not considered a part of the standard,
contains a compilation of criteria and guidance  for a broader range of contaminants.

The Ventilation Rate Procedure prescribes the rate at which ventilation air must be delivered
to a space and various means to condition that air.  Ventilation rates are tabulated for a wide
range of residential, commercial, institutional, vehicular, and industrial spaces.  These rates
are described in  terms  of either  liters/second of outdoor air per person of occupancy,  or
liters/second per square meter of floor area. The tabulated ventilation rates are derived from
physiological considerations, subjective evaluations, and professional judgements.

The tabulated values of outdoor air requirements  "prescribe supply rates of acceptable outdoor
air required for acceptable indoor air quality. These values have been chosen to control CO2
and other contaminants with an adequate margin of safety and to account for health variations
among people, varied  activity levels, and a moderate amount of smoking."   An appendix
contains a discussion of the basis for the absolute minimum value of 7 liters/second (15 cubic
feet/minute) per person, to  maintain indoor CO2  levels below  the  1,000 parts per million
concentration that is associated with acceptability of occupant odor.

The Ventilation Rate Procedure  also includes a statement that  is often  overlooked: "Where
unusual indoor contaminants or sources are present or anticipated, they should be controlled
at the source or the procedure of 6.2 shall be followed." The procedure of Section 6.2 is the
Indoor Air Quality Procedure.

The Indoor Air  Quality Procedure is presented as an alternative to  the Ventilation Rate
Procedure. Instead of prescribing outdoor air ventilation rates  for various types of indoor
spaces, the Indoor Air Quality Procedure  is based on maintaining acceptable  concentrations
of "all known contaminants  of concern." In principle, this procedure provides a better basis
for protecting public health. However, it requires  knowledge of contaminants that will  be
present, acceptable concentrations of these contaminants to protect health and ensure sensory
comfort, and sources of these contaminants.  Furthermore, Standard 62 contains very little
information on how to use this procedure.

Use of the Indoor Air Quality Procedure is very limited at present.  Consensus on acceptable
concentrations is available for only a very limited number of contaminants, and there are very
limited data on emission rates of contaminants from sources. As more  information becomes
available  on sources  and their  emissions,  and the  health and  comfort effects of  those
emissions, use of this procedure  may very well  increase.  With further  development it could
be a very useful design tool for  evaluating trade-offs between  increased ventilation, source
management, and air cleaning as  options for achieving occupant health and comfort.

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STATUS OF REVIEW AND REVISION

As part of ASHRAE's policy to review  standards every 5 years, a new committee was
formed in January 1992 to review Standard 62-1989, and to develop revisions as needed.
The committee consists of 25 designers, equipment manufacturers, regulators, and researchers
(5).

Special emphasis is being placed on reviewing the scientific information that can be used as
the basis for the  health and sensory comfort  guidance  that the  document uses to  define
acceptable indoor  air quality. Another special emphasis is on making clearer links between
sources of contaminants and control of indoor air quality by ventilation, source management,
or air cleaning.  Progress in these two areas is key to improving the soundness and usefulness
of the two design  procedures.

Figure 1 shows the current working outline for the body of a revised Standard 62.  As
currently envisioned, the Foreword will  note changes from 62-89, which might include
       Foreword

       1.   Purpose

       2.   Scope

       3,   Definitions

       4.   General Requirements

       5.   Design Procedures for Commercial-Institutional Buildings

             5.1  Determining the Design Ventilation Rate
             5.2  Procedure for Minimum Ventilation Rates
             5.3  Procedure for Additional Ventilation Rates

       6.   Design Requirements for Residential Buildings

             6.1  Single-Family Residences
             6.2  Multiple-Family Residences

       7.   Documentation of Design and Operational Guidelines

       8.   Operating and Maintenance Procedures

             8.1  HVAC System
             8.2  Building Operation and Maintenance Activities

       9.   References
Figure 1. Working Outline for Revision of the Body of Standard 62

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separate treatment of residential buildings; new emphasis on source management, air cleaning,
and operations and maintenance over the life cycle of the building; and use of code language
to facilitate adoption in building codes.  Sections 1 and 2 will likely be  modified slightly to
better reflect the  relationship between ventilation and  indoor air quality, and to incorporate
any changes in the concept of acceptability of indoor  air quality.

Section 4 is designed to present the general principles of ventilation, define the role it plays
in providing and maintaining air  quality,  and  summarize  good  engineering  practice in
designing and operating buildings for good indoor air quality. The purposes of ventilation,
its positive and negative  impacts on indoor air  quality, and the distinction between  dilution
ventilation  and exhaust ventilation will be explained. General guidance will be given on such
topics  as exhausting air near strong  sources of contaminants,  transferring  air from  low-
concentration to higher-concentration areas in a building, locating air intakes to provide good-
quality outdoor air, and operation of the ventilation system during transient occupancies and
periods of  high emissions such as  maintenance activities.  Design and operational guidance
on how to prevent conditions that promote growth and dispersion of microbials will be made
more explicit than in the current version of the standard.

Section 5 will describe the design procedures for determining ventilation rates for commercial
and institutional buildings. The design ventilation rate is expected to be defined as the sum
of a minimum rate and  an  additional  rate.   The  first step  of the procedure will be to
determine the minimum ventilation rate (i.e.,  amount of outdoor air) for  each occupied space
in the building. This step is the same as using the Ventilation  Rate Procedure in the current
standard.  It accounts for contaminants emitted by occupants and  sources unique to particular
spaces (e.g., stoves in kitchens, dry cleaning  machines in dry cleaning establishments).  The
second step will  be  to determine whether additional  ventilation is  required  for any of the
spaces, using the approach implied by the current Indoor Air Quality Procedure.  Sources
with potentially high emission rates of contaminants will be listed, along with default emission
rates and simple equations to calculate additional ventilation rates.  The possibility of allowing
use of certified low-emission products instead of additional ventilation is being considered.
In any event, the designer has an incentive to consider source management as an alternative
to additional ventilation.

Section 6  will deal with  residential buildings,  both single- and  multiple-family.  Buildings
with and without mechanical ventilation systems  will  be covered.  This section will expand
on the limited guidance in Standard 62-1989  and make it more prominent..

Section 7 will greatly expand the requirements  of the current  standard for documenting the
bases and assumptions used in designing the building and the ventilation system.  It will likely
include a requirement to document instructions  on how to operate the HVAC system.  This
section will most likely include a  checklist  or  a format of items to be documented.  This
requirement is important in enabling proper operation and maintenance of the  building, which
can have major impacts on indoor air quality.

Section 8 will emphasize the importance of building (and HVAC) operation and maintenance.
It is expected to cover such topics as HVAC system operation during transient occupancy and
building  maintenance  activities,  maintenance  of  key HVAC  system components,  and
monitoring environmental conditions.   This  section,  new to Standard 62, will convey the
importance of attending to indoor air quality beyond the design stage, through the entire life

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of the building.

Figure 2 shows the working  outline for  the appendices of the standard.   Although not
traditionally considered an official part of  Standard 62, appendices  may have new standing
in the revised version because ASHRAE is considering classifying appendices (or annexes)
as "informative" or "normative"; the normative appendices would have essentially the same
authoritative status as the body of the standard.
       Appendices

       A-Conversion Factors

       B- Positive Combustion Air Supply

       C- Health and Comfort Criteria

       D-Rationale for Ventilation Rate Procedure

       E- Design Guidelines for Ventilation Effectiveness

       F- Design Guidelines for Transient Occupancy

       G- Method for Determining Rate of Outdoor Air Delivered to a Space

       H- Example Calculations of Design Ventilation Rates
Figure 2. Working Outline for Revision of the Appendices of Standard 62
Primary  changes from appendices in the current standard are an updating of health and
comfort criteria (appendix C), specification of method(s) for measuring the outdoor air rate
to a space (G),  and example calculations  of ventilation design rates (H).  The example
calculations will cover various typical scenarios of building type, HVAC system type, and
climate.   For each  scenario, the selection of minimum ventilation rate,  calculation of
additional ventilation rate  for spaces with strong  sources, and determination .of  design
ventilation rate will be illustrated.  Options for source management and air cleaning will be
presented for scenarios requiring large amounts of additional ventilation.

SUMMARY

Standard 62-1989 provides state-of-knowledge guidance on ventilation system design and
operation practices  that will  help provide good air quality in commercial and residential
buildings.   This standard is being  continually  reviewed and  updated to reflect  new
information,  especially on public health  aspects  of indoor  air  and sources of  indoor
contaminants.

The current review  is focused on issues that have been raised over the past several years in
various technical meetings and in feedback to ASHRAE from the design community.  It is

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unreasonable to expect ventilation, which acts primarily by dilution and displacement of
indoor contaminants, to provide acceptable indoor air quality by itself.  Special emphasis is
therefore being given to the health and comfort basis of the standard and to describing the
complementary roles of source control and air cleaning for providing good indoor air quality.
The review committee is also committed to simplifying and clarifying the  standard where
possible, in response to requests from design engineers and building code officials.

The primary changes  from Standard 62-1989 that are currently being considered are to
provide separate sections for residential buildings and design documentation; new material
on  operations and maintenance and design calculations; more explicit treatment of source
management and air cleaning as  options to ventilation for ensuring acceptable indoor air
quality; and clarifications or modifications  to the Ventilation Rate and Indoor Air Quality
Procedures.  It is also the revision committee's intention to use "code language" to make
Standard 62 easier to adopt by governmental bodies that establish legal specifications (codes)
regarding design and operation of buildings and their HVAC systems.  An  alternative may
be to  prepare a specification version for code officials, and a more extensive version with
guidance for designers and building owners and operators.

Other ventilation standards and guidelines (6,7) are being reviewed for ideas on how Standard
62 should be structured.  Under the European ventilation guidelines, three design levels are
offered for perceived indoor air quality (which is similar to  sensory comfort, as used in this
paper). Ventilation rates are calculated separately for health and perceived air quality; the
higher rate is recommended for design.  These and other approaches will be considered by
the SSPC62 committee.

REFERENCES

1.     ASHRAE standard 62-73 (ANSI B 194.1-1977),  standards for natural and mechanical
       ventilation.   American Society  of Heating, Refrigerating  and Air-conditioning
       Engineers,  Inc. Atlanta, 1977.
2.     ASHRAE standard 62-1981, ventilation for acceptable indoor air quality.  American
       Society of Heating, Refrigerating and Air-conditioning Engineers, Inc. Atlanta, 1981.
3.     ASHRAE standard 62-1989, ventilation for acceptable indoor air quality.  American
       Society of Heating, Refrigerating and Air-conditioning Engineers, Inc. Atlanta, 1989.
4.     Janssen, JE. 1989.  Ventilation for acceptable indoor air quality. ASHRAE Journal,
       31(10):41-48.
5.     Tucker, WG.  1992.  ASHRAE  standard 62:  ventilation for acceptable indoor air
       quality. In: Proceedings on Indoor Air Quality, Ventilation and Energy Conservation
       of the 5th  International Jacques Cartier Conference, Center for  Building Studies,
       Concordia University, Montreal, pp. 211-219.
6.     Guidelines for  ventilation requirements in  buildings.  European concerted action-
       indoor air quality and its impact on man, report no. 11. Commission  of the European
       Community, publication EUR  14449 EN.  Luxembourg, 1992.
7.     Australian  standard  AS 1668.2-1991,  the use  of mechanical  ventilation and air-
       conditioning in buildings, part 2:  mechanical ventilation for acceptable indoor-air
       quality. Standards Association of Australia. North  Sydney, 1991.

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 AEERL-P-1036
       TECHNICAL REPORT DATA
(Please read Instructions on the reverse before comp
 1. REPORT NO.
   EPA/600/A-93/186
                            2.
 4. TITLE AND SUBTITLE
  Status of ASHRAE Standard 62-  Ventilation for
                                                         5. REPORT DATE
  Acceptable Indoor Air Quality
                                                         6. PERFORMING ORGANIZATION CODE
 7. AUTHOR(S)
 W. Gene Tucker
                                                         8. PERFORMING ORGANIZATION REPORT NO,
9. PERFORMING ORGANIZATION NAME AND ADDRESS
                                                         10. PROGRAM ELEMENT NO.
 See Block 12
                              11. CONTRACT/GRANT NO.
                               NA (Inhouse)
 12. SPONSORING AGENCY NAME AND ADDRESS
 EPA,  Office of Research and Development
   Air and Energy Engineering Research Laboratory
   Research Triangle Park,  North Carolina  27711
                              13. TYPE OF REPORT AND PERIOD COVERED
                               Published paper;  thru 1/93
                              14. SPONSORING AGENCY CODE

                               EPA/600/13
 15. SUPPLEMENTARY NOTES
                    AEERL project Qfficer is w>  GeneTicker,  MailDroP54,  919/541-
 2746,  Indoor Air '93,  Helsinki,  7/4-8/93.
 16. ABSTRACT
           The paper briefly describes the purpose, history, and major features of
 ASHRAE (American Society of Heating,  Refrigerating and Air-conditioning Engin-
 eers) Standard 62.   The primary focus of the paper is on the status of the review and
 revision process as of January 1993.  The current working outline  of the revised
 standard is presented and discussed.  The complementary roles of ventilation,
 source management, and air cleaning are emphasized. Extending  the standard be-
 yond ventilation system design to include operation and maintenance of buildings and
 ventilation systems is also projected.
 7.
                              KEY WORDS AND DOCUMENT ANALYSIS
                 DESCRIPTORS
                 b.IDENTIFIERS/OPEN ENDED TERMS C.  COSATI Field/Group
 Pollution
 Ventilation
 Standards
                  Pollution Control
                  Stationary Sources
                  Indoor Air Quality
13 B
13 A
14 G
 8. DISTRIBUTION STATEMENT
 Release to  Public
                 19. SECURITY CLASS (ThisReport)
                 Unclassified
                                                                      21. NO. OF PAGES
                                            20. SECURITY CLASS (This page)
                                            Unclassified
                                                                     22. PRICE
EPA Form 2220-1 (9-73)

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