1. EvergreenEcon.com Heat Pump Water Heater Model Validation, Market Progress Assessment, and Process Evaluation RTF HPWH Sub-Committee Meeting October 15, 2012

2. Topics Quick Review of Study Goals Metering Site Selection Site Recruiting Process & Status Metering Protocols Process & Market Evaluation Updates Schedule Update 2

3. 3 Goal Review For active UES, need more information in 3 Primary Data Collection Areas: Hot water consumption In-field COP Space Conditioning Interaction Quick Review of Study Goals Metering Site Selection

4. 4 Metered Hot Water Consumption Metered DHW Energy Use Only (no flow): DHP Field Studies (all electric tanks) NEEA: 95 sites BPA: 50 sites RBSA Metering (gas and electric tanks): 100 sites Total # Sites with Metered Energy Use: 245 Metered DHW Energy and Hot Water Use: BPA/EPRI: 32 HPWH Sites + ~10 Traditional Tank Sites NEEA/Fluid: 30 HPWH Sites NEEA/RTF: 50 sites Total # Sites; Metered Energy and Flow: 120 National Studies: LBL Database Assume hot water use across all tank water heater types is similar

5. 5 Measurements: In-Field COP Data Collected Continuous monitoring; one minute intervals Hot water consumption (gallons) HPWH energy consumption Compressor and electric resistance element run time extracted in data processing ΔT of water delivered Ambient temperature Inlet and Exhaust air temperature Two-Time Measurements For ducted units (assumes constant speed fan) Airflow Sample 100+ Sites from 3 studies across the region Site selection determined by need to quantify independent performance variables Proposed selection in subsequent slides

6. 6 Measurements: Space Conditioning Interaction Interaction primarily determined through simulation using measurements as simulation constraints Data collected: Continuous monitoring; one minute intervals House heating energy use Outside temperature (Optionally, monthly billing data may produce a heating estimate) One-time measurements: House Audit, including Unheated Buffer Space-to-House UA Unheated Buffer Space estimate of internal gains (equipment audit) Sample 100+ Sites from 3 studies across the region

7. 7 HPWH Savings Estimate Build calibrated & validated models of HPWH performance Overlay simulation estimates on regional maps of natural (or potential) HPWH distribution Validating the model requires measurement of independent performance variables across: Heating climate zones, Installation locations, and Tank sizes

8. 8 Site Selection Drivers Quantify independent performance variables Environmental: Pre-determined by climate HPWH installation location. Primary drivers for our site selection categories. Ambient conditions of HPWH installation space Cold water inlet temperature User: Secondary drivers for site selection – diverse user base & long metering period will likely provide needed variation Draw pattern, Tank temperature setpoint, Control strategy selection Equipment: Previously measured in lab so not a metering driver (but can also be confirmed in the field) Tank volume & heat loss rate Heating component output capacity & efficiency Control strategies

9. 9 Site Selection Memo from August 30, 2012 Combined Current StudiesTotal Sites:54 Tier 1Tier 2 Small Size < 55 gallonsLarge Size > 55 gallonsAny Size HZ1HZ2HZ3HZ1HZ2HZ3HZ1HZ2HZ3 Garage 1400300840 Unheated Basement 210000300 Interior 202000-- Interior Ducted -- 960 Planned New InstallsTotal Sites:50 Tier 1Tier 2 Small Size < 55 gallonsLarge Size > 55 gallonsAny Size HZ1HZ2HZ3HZ1HZ2HZ3HZ1HZ2HZ3 Garage 2150.5 0 Unheated Basement 32130.5 011 Interior 420420-- Interior Ducted -- 466 Final Disposition Total Sites:104 Tier 1Tier 2 Small Size < 55 gallonsLarge Size > 55 gallonsAny Size HZ1HZ2HZ3HZ1HZ2HZ3HZ1HZ2HZ3 Garage 142180.5 84.50.5 Unheated Basement 53130.5 311 Interior 622420-- Interior Ducted -- 131299

10. 10 Site Recruiting: Process & Status Status Calling began last week Some pre-qualification visits already scheduled Sorted / Screened Call List Recruiter Calls to Determine Eligibility Recruiter Schedules Pre-Qualification Inspection Visit Field Tech Conducts Qualification Inspection Visit Ecotope & Field Tech Determine Final Qualification Recruiter notifies site of ineligibility Recruiter Schedules HPWH & Meter Installation Visit yes no

11. 11 Metering Protocols Draft Protocol Memo from October 3, 2012 Refer to Memo

12. 12 Test Metering Site Successful

13. 13 Process & Market Evaluation Updates Interview and Survey Guide Development Currently developing in-depth interview guides for: NEEA & Fluid Staff Manufacturers, Distributors, Retailers Installers (e.g., plumbers, contractors) Partner Utility Staff Currently developing CATI survey guides for 100 homes: Homeowners with HPWHs installed through the market Homeowners with HPWHs installed through our validation work Survey disposition will be driven by market success Priority is surveying households who installed HPWHs through the market All interviews and surveys will occur in 2013, other than for NEEA staff

14. 14 Schedule Update Field Work Site recruiting October-November 2012 Metering installs November-December 2012 Metering period through June 30, 2012 Process & Market NEEA staff interviews early November, 2012 All other interviews and surveys in January-February, 2013

15. Questions? 15