Paul KylloEnergy Efficiency DivisionMarch 31, 2009

ENERGY STAR®Residential Quality Installation

ACEEE Market Transformation Symposium

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Strategic Plan

The residential and small commercial HVAC industry will be transformed to ensure that technology, equipment, installation, and maintenance are of the highest quality to promote energy efficiency and peak load reduction in California’s climate

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20092009--11 HVAC Program Portfolio11 HVAC Program Portfolio

Technology and Diagnostics Advocacy

Downstrea

m

Workforce Education and Training

ENERGY STAR® Residential QI

Commercial Quality Installation

Residential QM and Commercial QM

Upstream Equipment

Midstrea

mUpstr

eam

X

XX

X

X

X

X X

X

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ENERGY STAR® Residential QIENERGY STAR® Residential QI

• Short-term objectives:– Highlight importance of using minimum standards and encourage their use to

size, select, install and commission new and replacement equipment– Raise the quality level of middle-tier contractors by setting minimum performance

standards• Long-term objectives:

– Demonstrate the value to consumers of a properly designed and installed system– Demonstrate the value to contractors of a sustainable business model based on

quality– Support the industry’s development of higher levels of standards

Financial incentives to homeowners who have a system installed in accordance with ANSI/ACCA 5 QI-2007: HVAC Quality Installation Specification.

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Lessons LearnedLessons Learned

• Provide adequate training to contractors• Provide adequate resources to support

contractors• Establish an effective verification process

that does not significantly impact participants

• Set realistic customer expectations

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Program Design ConsiderationsProgram Design Considerations

• Customer Messaging• Contractor Recruiting• Contractor Training• Documentation Requirements• Code Compliance• Verification

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Customer MessagingCustomer Messaging

• Program Marketing– Customer incentives up to $1,250 (Tier 2 or higher)– Federal tax credits of $1,500 (Tier 3) can also be leveraged– ENERGY STAR Certificate

• Program Requirements– Installation available only through authorized program contractor– Installations must comply with all technical specifications– Demonstrated compliance with state and local codes

• Program Benefits– Installation by certified quality contractors– Independent verification of system installation– Better overall system performance

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Customer Incentive LevelsCustomer Incentive Levels

$1,2508 or higher12 or higher14 or higherTier 2

$1,00081114Tier 1

$ 7507.7-13Minimum

Packaged Heat Pump

$1,2508.5 or higher12.5 or higher15 or higherTier 2

$1,0008.51214.5Tier 1

$ 7507.7-13Minimum

Split Heat Pump

$1,250-12 or higher14 or higherTier 2

$1,000-1114Tier 1

$ 750--13Minimum

Packaged CAC

$1,250-12.515Tier 2

$1,000-1214.5Tier 1

$ 750--13Minimum

Split Central CAC

IncentiveAmount

HSPFEERSEERLevelEquipment Type

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Contractor RecruitingContractor Recruiting

• Contractor Population– 8,600 licensed contractors in SCE territory– 40,000+ technicians

• Geographic Considerations– 50,000 square mile service territory

• Skill Gaps– Existing HVAC maintenance programs have

identified specific technician weaknesses

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NATE Consumer Contractor ConnectionNATE Consumer Contractor Connection

• Manageable number of contractors– Fewer than 80 in SCE service territory

• Geographically accessible– Located throughout service territory with

adequate representation in higher population areas

• Demonstrated higher skill levels – At least 50 percent of technicians are NATE

certified

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Contractor TrainingContractor Training

• Airflow– Hands-on demonstration of TrueFlow® flow meter

• Refrigerant Charge– Superheat, subcooling, approach or weigh-in

• Duct Sealing– California requirements exceed ENERGY STAR QI

• Equipment Calibration– Methods and procedures for proper calibration of

equipment

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Additional TrainingAdditional Training

• Equipment Sizing– Manual J and Manual D

• Equipment Selection– Manual S

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Documentation RequirementsDocumentation Requirements

• Manual J Load Calculation• AHRI Matched Coil Certificate• ENERGY STAR QI Commissioning Report• CF-6R (CA Title 24 requirement)

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Contractor IncentivesContractor Incentives

Level 1:• All three of first five jobs

pass inspectionLevel 2:• After first 5 jobs, 5 of next

25 jobs pass inspectionLevel 3:• After first 30 jobs, 5% of

all jobs in a twelve month period pass inspection

• TrueFlow® Air Handler Flow Meter

• Testo 556 Digital Gauge, or Duct Blaster

• Right-Suite Universal

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Code ComplianceCode Compliance

• Load calculation– When required by building

department• Matched systems

– Compliance option• Air flow

– 350 cfm/ton minimum• Refrigerant charge

– Split systems• Duct leakage

– Less than 15% of fan flow

• Load calculation– Manual J required

• Matched systems– AHRI number required

• Air flow– 350 – 450 cfm/ton

• Refrigerant charge– Split and packaged systems

• Duct leakage– Less than 20% of fan flow

2008 California Title 24 ENERGY STAR® Quality Installation

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Installation VerificationInstallation Verification

• Higher cost• Ability to independently confirm all aspects of QI

• Flexibility to manage as required based on program volume

Consultants

• May or may not have specific expertise required (e.g. tools, certifications)

• Obtain first hand knowledge of field issues to influence program design

• Lower cost

Utility

• May have competitive reasons to pass or fail systems

• Fully qualified on all aspects of system installation

Contractors

ConsPros

• Less qualified on non-Title 24 aspects (e.g. load calculations, equipment selection, program documentation)

• Ability to confirm compliance with Title 24 requirements

• Extensive infrastructure

HERS Raters

• Do not provide verification of equipment sizing, selection and program documentation

• Limited infrastructure

• Offer expert systems that verify compliance with RCA and Duct Test protocols

Verification Service Providers

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Contact InformationContact Information

Paul KylloSouthern California EdisonHVAC Program Manager

paul.kyllo@sce.com626 633 3101