Energy performance of buildings - Energy needs for heating and cooling, internal temperatures and sensible and latent heat loads - Part 2: Explanation and justification of ISO 52016-1 and ISO 52017-1 (ISO/TR 52016-2:2017)

This document contains information to support the correct understanding and use of ISO 52016-1 and
ISO 52017-1.
These documents give calculation methods for the assessment of:
— the (sensible and latent) energy load and need for heating and cooling, based on hourly calculations;
— the (sensible and latent) energy need for heating and cooling, based on monthly calculations
(ISO 52016-1);
— the internal temperature, based on hourly calculations; and
— the design (sensible and latent) heating and cooling load, based on hourly calculations.
This document does not contain any normative provisions.
NOTE A description of the rationale behind the reorganization of the cluster of strongly related and partly
overlapping ISO and CEN standards is given in Annex H.

Performance énergétiques des bâtiments - Besoins d'énergie pour le chauffage et le refroidissement, les températures intérieures et les chaleurs sensible et latentes - Partie 2: Explication et justification pout ISO 52016-1 et ISO 52017-1 (ISO/TR 52016-2:2017)

Energetska učinkovitost stavb - Potrebna energija za ogrevanje in hlajenje, notranje temperature ter zaznavna in latentna toplotna obremenitev - 2. del: Obrazložitev in utemeljitev ISO 52016-1 in ISO 52017-1 (ISO/TR 52016-2:2017)

Ta dokument vsebuje informacije za podporo pravilnega razumevanja in uporabe standardov ISO 52016-1 in ISO 52017-1.
Ti dokumenti podajajo računske metode za oceno:
– (zaznavne in latentne) energetske obremenitve ter potrebe glede ogrevanja in hlajenja na podlagi urnih izračunov;
– (zaznavne in latentne) energetske potrebe glede ogrevanja in hlajenja na podlagi mesečnih izračunov;
(ISO 52016-1);
– notranje temperature na podlagi urnih izračunov; in
– načrtovane (zaznavne in latentne) ogrevalne in hladilne obremenitve na podlagi urnih izračunov.
Ta dokument ne vsebuje nobenih normativnih določb.
OPOMBA: Utemeljitev preureditve skupine tesno povezanih in delno
prekrivajočih se standardov ISO in CEN je podana v dodatku H.

General Information

Status
Published
Public Enquiry End Date
09-Jan-2017
Publication Date
15-Aug-2017
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
01-Aug-2017
Due Date
06-Oct-2017
Completion Date
16-Aug-2017

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SLOVENSKI STANDARD
SIST-TP CEN ISO/TR 52016-2:2017
01-september-2017
(QHUJHWVNDXþLQNRYLWRVWVWDYE3RWUHEQDHQHUJLMD]DRJUHYDQMHLQKODMHQMH
QRWUDQMHWHPSHUDWXUHWHU]D]QDYQDLQODWHQWQDWRSORWQDREUHPHQLWHYGHO
2EUD]ORåLWHYLQXWHPHOMLWHY,62LQ,62 ,6275
Energy performance of buildings - Energy needs for heating and cooling, internal
temperatures and sensible and latent heat loads - Part 2: Explanation and justification of
ISO 52016-1 and ISO 52017-1 (ISO/TR 52016-2:2017)
Performance énergétiques des bâtiments - Besoins d'énergie pour le chauffage et le
refroidissement, les températures intérieures et les chaleurs sensible et latentes - Partie
2: Explication et justification pout ISO 52016-1 et ISO 52017-1 (ISO/TR 52016-2:2017)
Ta slovenski standard je istoveten z: CEN ISO/TR 52016-2:2017
ICS:
27.015 (QHUJLMVNDXþLQNRYLWRVW Energy efficiency. Energy
2KUDQMDQMHHQHUJLMHQD conservation in general
VSORãQR
91.120.10 Toplotna izolacija stavb Thermal insulation of
buildings
SIST-TP CEN ISO/TR 52016-2:2017 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST-TP CEN ISO/TR 52016-2:2017

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SIST-TP CEN ISO/TR 52016-2:2017


CEN ISO/TR 52016-2
TECHNICAL REPORT

RAPPORT TECHNIQUE

July 2017
TECHNISCHER BERICHT
ICS 91.120.10
English Version

Energy performance of buildings - Energy needs for
heating and cooling, internal temperatures and sensible
and latent heat loads - Part 2: Explanation and justification
of ISO 52016-1 and ISO 52017-1 (ISO/TR 52016-2:2017)
Performance énergétiques des bâtiments - Besoins
d'énergie pour le chauffage et le refroidissement, les
températures intérieures et les chaleurs sensible et
latentes - Partie 2: Explication et justification de l'ISO
52016-1 et ISO 52017-1 (ISO/TR 52016-2:2017)


This Technical Report was approved by CEN on 24 February 2017. It has been drawn up by the Technical Committee CEN/TC 89.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and United Kingdom.





EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2017 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN ISO/TR 52016-2:2017 E
worldwide for CEN national Members.

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SIST-TP CEN ISO/TR 52016-2:2017
CEN ISO/TR 52016-2:2017 (E)
Contents Page
European foreword . 3

2

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SIST-TP CEN ISO/TR 52016-2:2017
CEN ISO/TR 52016-2:2017 (E)
European foreword
This document (CEN ISO/TR 52016-2:2017) has been prepared by Technical Committee ISO/TC 163
"Thermal performance and energy use in the built environment" in collaboration with Technical
Committee CEN/TC 89 “Thermal performance of buildings and building components” the secretariat of
which is held by SIS.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association.
This document is part of the set of standards and accompanying technical reports on the energy
performance of buildings and has been prepared under a mandate given to CEN by the European
Commission and the European Free Trade Association (Mandate M/480, see reference [EF3] below).
Directive 2010/31/EU recasting the Directive 2002/91/EC on energy performance of buildings (EPBD,
[EF4]) promotes the improvement of the energy performance of buildings within the European Union,
taking into account all types of energy uses (heating, lighting, cooling, air conditioning, ventilation) and
outdoor climatic and local conditions, as well as indoor climate requirements and cost effectiveness
(Article 1).
The directive requires Member States to adopt measures and tools to achieve the prudent and rational
use of energy resources. In order to achieve those goals, the EPBD requires increasing energy efficiency
and the enhanced use of renewable energies in both new and existing buildings. One tool for this is the
application by Member States of minimum requirements on the energy performance of new buildings
and for existing buildings that are subject to major renovation, as well as for minimum performance
requirements for the building envelope if energy-relevant parts are replaced or retrofitted. Other tools
are energy certification of buildings, inspection of boilers and air-conditioning systems.
The use of European standards increases the accessibility, transparency and objectivity of the energy
performance assessment in the Member States facilitating the comparison of best practices and
supporting the internal market for construction products. The use of EPB-standards for calculating
energy performance, as well as for energy performance certification and the inspection of heating
systems and boilers, ventilation and air-conditioning systems will reduce costs compared to developing
different standards at national level.
The first mandate to CEN to develop a set of CEN EPBD standards (M/343, [EF1]), to support the first
edition of the EPBD ([EF2]) resulted in the successful publication of all EPBD related CEN standards in
2007-2008.
The mandate M/480 was issued to review the mandate M/343 as the recast of the EPBD raised the need
to revisit the standards and reformulate and add standards so that they become on the one hand
unambiguous and compatible, and on the other hand a clear and explicit overview of the choices,
boundary conditions and input data that need to be defined at national or regional level. Such national
or regional choices remain necessary, due to differences in climate, culture & building tradition, policy
and legal frameworks. Consequently, the set of CEN-EPBD standards published in 2007-2008 had to be
improved and expanded on the basis of the recast of the EPBD.
The EPB standards are flexible enough to allow for necessary national and regional differentiation and
facilitate Member States implementation and the setting of requirements by the Member States.
3

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SIST-TP CEN ISO/TR 52016-2:2017
CEN ISO/TR 52016-2:2017 (E)
Further target groups are users of the voluntary common European Union certification scheme for the
energy performance of non-residential buildings (EPBD art.11.9) and any other regional (e.g. Pan
European) parties wanting to motivate their assumptions by classifying the building energy
performance for a dedicated building stock.
References:
[EF1] EPBD, Directive 2002/91/EC of the European Parliament and of the Council of
16 December 2002 on the energy performance of buildings
[EF2] Mandate M/343 Mandate to CEN, CENELEC and ETSI for the elaboration and adoption of
standards for a methodology calculating the integrated energy performance of buildings and estimating
the environmental impact, in accordance with the terms set forth in Directive 2002/91/EC; 30 January
2004
[EF3] Mandate M/480, Mandate to CEN, CENELEC and ETSI for the elaboration and adoption of
standards for a methodology calculating the integrated energy performance of buildings and promoting
the energy efficiency of buildings, in accordance with the terms set in the recast of the Directive on the
energy performance of buildings (2010/31/EU) of 14th December 2010
[EF4] EPBD, Recast of the Directive on the energy performance of buildings (2010/31/EU) of 14th
December 2010
Endorsement notice
The text of ISO/TR 52016-2:2017 has been approved by CEN as CEN ISO/TR 52016-2:2017 without any
modification.

4

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SIST-TP CEN ISO/TR 52016-2:2017
TECHNICAL ISO/TR
REPORT 52016-2
First edition
2017-06
Energy performance of buildings —
Energy needs for heating and cooling,
internal temperatures and sensible
and latent heat loads —
Part 2:
Explanation and justification of ISO
52016-1 and ISO 52017-1
Performance énergétiques des bâtiments — Besoins d’énergie pour
le chauffage et le refroidissement, les températures intérieures et les
chaleurs sensible et latentes —
Partie 2: Explication et justification pout ISO 52016-1 et ISO 52017-1
Reference number
ISO/TR 52016-2:2017(E)
©
ISO 2017

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SIST-TP CEN ISO/TR 52016-2:2017
ISO/TR 52016-2:2017(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior
written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of
the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
ii © ISO 2017 – All rights reserved

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SIST-TP CEN ISO/TR 52016-2:2017
ISO/TR 52016-2:2017(E)

Contents Page
Foreword .vi
Introduction .vii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Symbols, subscripts and abbreviations . 2
4.1 Symbols . 2
4.2 Subscripts . 2
4.3 Abbreviations . 3
5 Brief description of the method(s) and routing . 3
5.1 Output of the method . 3
5.1.1 Reference hourly method in ISO 52017‑1 . 3
5.1.2 Hourly method in ISO 52016‑1 . 3
5.1.3 Monthly method in ISO 52016‑1 . 3
5.1.4 Overall and partial energy performance . 4
5.2 General description of the methods in ISO 52016-1 and ISO 52017-1 . 4
5.2.1 Hourly calculation procedures in ISO 52016‑1 and ISO 52017‑1 . 4
5.2.2 The hourly method in ISO 52017‑1 . 4
5.2.3 The hourly method in ISO 52016‑1 . 5
5.2.4 Monthly calculation procedures in ISO 52016‑1 . 7
5.2.5 Other differences between ISO 52016-1 and ISO 13790:2008 which
it supersedes . 7
5.2.6 Input data and assumptions for hourly and monthly method in ISO 52016‑1 . 8
5.2.7 Choices between methods in ISO 52016-1 . 8
6 Calculation method in ISO 52016-1 . 8
6.1 Output data . 8
6.1.1 General data on the assessed object and application . 8
6.1.2 Calculated data . 9
6.2 Calculation time intervals and calculation period . 9
6.3 Input data . 9
6.3.1 Source of data - General . 9
6.3.2 Deviating subscripts . 9
6.3.3 General data on the assessed object and application . 9
6.3.4 Geometrical characteristics .10
6.3.5 Thermophysical parameters of the building and building elements .10
6.3.6 Loops between input and output variables .11
6.3.7 Operating and boundary conditions .11
6.3.8 Constants and physical data.12
6.3.9 Input data from Annex A (Annex B) .12
6.4 Zoning of the assessed object .12
6.4.1 General.12
6.4.2 Thermal zoning procedures .12
6.4.3 Size of the thermal zones .13
6.4.4 Heat exchange between thermal zones and service areas .13
6.4.5 Adjacent thermally unconditioned zones.14
6.4.6 Residential buildings or building units, adjustment for spatial
average temperature .15
6.4.7 Thermally coupled or uncoupled zones .18
6.5 Hourly calculation procedures .19
6.5.1 Principle .19
6.5.2 Applicable time interval and calculation period .19
6.5.3 Assumptions and specific conditions .19
© ISO 2017 – All rights reserved iii

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ISO/TR 52016-2:2017(E)

6.5.4 Calculation procedure .19
6.5.5 Calculation of (sensible) heating and cooling loads and temperatures .20
6.5.6 Overall energy balance of a thermal zone .21
6.5.7 Type of construction dependent properties of the nodes .25
6.5.8 Thermal transmission properties .25
6.5.9 Temperature of adjacent thermally unconditioned zone .28
6.5.10 Ventilation heat transfer coefficient, supply temperature and moisture content 28
6.5.11 Thermal capacity of the internal environment of the thermal zone .29
6.5.12 Internal heat gains .29
6.5.13 Solar gains .29
6.5.14 Moisture content and latent heat load .29
6.5.15 Calculation of key monthly data from hourly output .30
6.6 Monthly calculation procedures .30
6.6.1 Principle .30
6.6.2 Applicable time interval and calculation period .30
6.6.3 Assumptions .31
6.6.4 Energy need for space heating and cooling .31
6.6.5 Heat transfer by transmission .32
6.6.6 Heat transfer by ventilation .35
6.6.7 Internal heat gains .35
6.6.8 Solar heat gains .35
6.6.9 Internal effective heat capacity of a zone .35
6.6.10 Utilization factors .36
6.6.11 Calculation temperature and intermittency modes .37
6.6.12 Corrections for intermittency .38
6.6.13 Overheating indicator . .46
6.6.14 Length of the heating and cooling season for operation of season-length-
dependent provisions .47
6.6.15 Humidification and dehumidification .47
7 Quality control in ISO 52016-1 .48
7.1 Calculation report .48
7.2 Hourly method: verification cases .48
7.2.1 Choice for BESTEST cases .48
7.2.2 Description of the verification test cases .49
7.2.3 Results of the verification test cases .49
7.2.4 Comparison with available BESTEST results of other programs .49
7.2.5 Limited scope .49
7.2.6 Specific deviations allowed.49
7.2.7 Availability of the data file with hourly values .50
7.2.8 More details on description of the verification test cases .50
7.2.9 Results of comparison with “reference” programs .50
7.2.10 Peak hourly loads .51
7.3 Hourly method: validation in case of specific alternative calculation procedures .52
7.4 Specific validation cases.52
7.4.1 Heat transfer through ground floor .52
7.4.2 Solar shading .52
8 Compliance check in ISO 52016-1 .52
9 Worked out examples on ISO 52016-1 .53
9.1 Example 1 .53
9.1.1 Description . . .53
9.1.2 Description of construction elements of envelope .53
9.1.3 Calculation details .59
9.1.4 Remarks and comments .59
9.2 Example 2 .59
9.2.1 Description . . .59
9.2.2 Description of construction elements of envelope .60
9.2.3 Other data .62
iv © ISO 2017 – All rights reserved

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ISO/TR 52016-2:2017(E)

9.2.4 Calculation details .62
9.2.5 Remarks and comments .62
10 Validation of the calculation procedures .62
Annex A (informative) ISO 52016-1: Input and method selection data sheet — Template .63
Annex B (informative) ISO 52016-1: Input and method selection data sheet — Default choices .64
Annex C (informative) ISO 52016-1: Regional references in line with ISO Global relevance policy 67
Annex D (informative) ISO 52016-1: Multi-zone calculation with thermal coupling
between zones .68
Annex E (informative) ISO 52016-1: Heat transfer and solar heat gains of windows and
special elements.69
Annex F (informative) ISO 52016-1: Calculation of solar shading reduction factors .78
Annex G (informative) ISO 52016-1: Dynamic transparent building elements.89
Annex H (informative) Rationale behind reorganization of suite of standards .90
Annex I (informative) Discussion on the hourly versus the monthly calculation methods in
ISO 52016-1 .
...

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