1. Air Source Heat Pump Specifications Proposed Revisions Regional Technical Forum Subcommittee July 2, 2013

2. Overview Why We’re Doing This – Research Into Action 2011 Recommendations for PTCS Heat Pumps Simplify process/paperwork Simply specifications by focusing on key EE drivers – Goal Today: Get consensus from the subcommittee on revisions to the heat pump specifications. (Next step would be to present to the RTF for approval) 2

3. Current Savings Calculations MeasureSavings Based On Upgrades -Box efficiency upgrade (9.0 HSPF) from “current practice” (8.5 HSPF). Conversions -Conversion to “current practice” heat pump (8.5 HSPF) from pre-conditions of electric FAF. Commissioning, Controls, and Sizing -Houses require a larger unit than experienced in “current practice” -Increased use of the compressor (and less of the auxiliary heat) than experienced in the “current practice”. 3 Notes: -“Current Practice” assumes an “undersized” heat pump. -Improvements in duct system efficiency is not included in any of these measures’ savings calculations.

4. Current ASHP Measure Specifications MeasureRequirements Upgrades Heat pump system must be installed in substantial compliance with PTCS specifications. Exception: PTCS Commissioning, Controls, and Sizing are not a requirement of this measure. Conversions Heat pump system must meet or exceed minimum federal efficiency standards, be new, and be installed in substantial compliance with PTCS specifications. Exception: PTCS Commissioning, Controls, and Sizing are not a requirement of this measure. Commissioning, Controls, and Sizing (CC&S) Heat Pump must be installed in substantial compliance with the PTCS specifications (including the commissioning, controls and sizing portions). 4

5. Major Components of the Current PTCS ASHP Specification Minimum HSPF & SEER Rating Protective devices – (crankcase heater, liquid-line filter drier, delay timer, motor start-assist kits, low ambient cutout, etc.) Installer Training PTCS Commissioned Heat Pump Certification – auxiliary heat controls, airflow, and refrigerant charge Sizing Auxiliary Heat Controls Refrigerant Charge Ductwork – Design, sizing, and installation – Air Tightness (calls for PTCS certification) Airflow “Workmanlike” installation 5

6. Proposed ASHP Measure Specifications MeasureRequirements Upgrades Heat Pump shall be new and have an HSPF rating of not less than 9.0, as certified by AHRI. Installation must comply with all applicable codes and manufacturer’s requirements. Conversions Heat Pump shall be new and be rated by AHRI. Installation must comply with all applicable codes and manufacturer’s requirements. Commissioning, Controls, and Sizing (CC&S) Installation must comply with the Air Source Heat Pump Commissioning, Controls, and Sizing Specification. 6

7. Major Components of the Proposed ASHP CC&S Specification 1.Compressor Control (low ambient cutout) 2.Sizing 3.Auxiliary Heat Controls Other “Less Major” Components – New system, rated by AHRI – Seal Refrigerant Line Penetrations – Indoor T-stat to prevent heating/cooling cross-cycling – Meets Codes and Manufacturer Requirements 7

8. Discussion What about… – PTCS Duct Certification? – PTCS Heat Pump Certification? Installer Training? QC/QA Inspections? – Proper Refrigerant Charge? – Proper Airflow? 8

9. Discussion – PTCS Ducts Why the proposal removes the requirement – The RTF lists this as a separate measure. – Savings for the heat pump measures do not include duct sealing. 9

10. Discussion – PTCS HP Certification Why the proposal removes the requirement – Simplicity. Under the RTF guidelines, there are a number of options on how to define the measure and its associated inspection requirements. – The proposal moves the bulk of the inspections from the “front end” of the program (PTCS) to the “back end” of the program (Evaluation). PTCS certification is designed to do inspections along the way; an evaluation of the program would verify certification was achieved at each site (or within the drawn sample). – Evaluated Savings = Sum [ (UES savings) x (# sites with verified certification) ] This proposal increases the level of inspection performed by the evaluator. Without a certification to rely on, the evaluator would verify the specification was met at each site (or within the drawn sample). – Evaluated Savings = Sum [ (UES savings) x (Number of sites that meet the specification) ] 10

11. Discussion – Refrigerant Charge Why the proposal removes the requirement: (Source: 2005 HP Study)2005 HP Study 11

12. Discussion – Refrigerant Charge And… 12

13. Discussion – Airflow Why the proposal removes the requirement – Because the savings currently do not assume an improvement in airflow. – ECM blowers can meet airflow requirements, but can cause increase in energy use. But – The next two graphs (from the 2005 HP study) show low airflow effects both efficiency and capacity – The third graph shows that low airflow showed up in about 30% of the sites inspected. 13

14. Discussion – Airflow (efficiency) 14

15. Discussion – Airflow (capacity) 15

16. Discussion – Airflow (field audits) 16 Note: “Low airflow” is defined as < 300 CFM per ton.

17. Discussion - Airflow Should the savings assume about 30% of the “current practice” cases have poor airflow? Should the CC&S specification add back in some of the airflow requirements (roughly section 6.3 of the current specifications)? – Proposed Language: Air flow across the indoor coil shall be as specified in the heat pump manufacturer’s literature, or greater than 300 cubic feet per minute (CFM) per 12,000 Btu/hr output at AHRI rating conditions if the manufacturer’s literature is not specific. The total external static pressure acting on the system air handler shall not exceed 0.8 inches of water (200 Pa). 17

18. Subcommittee Recommendations to RTF Adjust “current practice” assumptions to reflect inadequate airflow in some cases? Adopt Revised Specifications? – Add airflow requirements? 18