Meeting and Measuring ENERGY STAR Requirements. Taylor Jantz-Sell August 13, 2012

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1 Meeting and Measuring ENERGY STAR Requirements Taylor Jantz-Sell August 13, 2012

2 Outline About ENERGY STAR Recent Changes to the Product Labeling Program Lighting Integration Plan Luminaires / Light Fixtures: ENERGY STAR Luminaires V1.0, 1.1 Certified Lighting Subcomponent Database (CSD) Lamps / Light Bulbs: Lamps V1.0 Draft 1 Draft 2 / Next Steps Program Guidance Regarding LED Lumen Maintenance Data Testing & Certification Infrastructure Questions

3 What is ENERGY STAR? ENERGY STAR is a voluntary government-backed program dedicated to helping individuals protect the environment through superior energy efficiency ENERGY STAR is the national symbol of energy efficiency, making it easy for consumers and businesses to identify high-quality, energy-efficient products ENERGY STAR distinguishes what is efficient/better for the environment without sacrificing features or performance Products that earn the ENERGY STAR meet strict energy performance criteria set by EPA 3

4 Success: 2011 Accomplishments Americans, with the help of ENERGY STAR, prevented about 210 million metric tons of greenhouse gas emissions in 2011 alone equivalent to the annual emissions from 41 million vehicles and saved $23 billion on their utility bills. More than 17,000 manufacturing, 2,500 retail, and 800 utility partners Nearly 5 billion qualified products sold since 2000 across more than 60 categories Over 1.2 million new homes are ENERGY STAR qualified More than 200,000 buildings/20 Billion ft 2 assessed 25% of market

5 ENERGY STAR Portfolio Define and educate on energy performance through a single designation: ENERGY STAR Product Efficiency New/Existing Home Efficiency Commercial Building Efficiency Industrial Efficiency

6 American Consumers Trust ENERGY STAR Labeled Products

7 Utility Incentives For ENERGY STAR Lighting Products 2011/2012 utility incentives (rebates, manufacturer / retailer buy-downs) for ENERGY STAR qualified lighting products total US $400M+ Many incentives for solid state lighting products, including light fixtures and light bulbs (e.g. $25 rebate) Many incentives for commercial (professional) lighting rather than residential (consumer).

8 Recent Changes to the ENERGY STAR Product Labeling Program

9 Program Improvements Labeling program being strengthened across all product categories ENERGY STAR is now a third-party certification program based on ISO standards; no manufacturer self-declarations Testing laboratories and certifications bodies must be EPA-Recognized: Laboratory accreditation bodies (ABs) must be ISO accredited Testing laboratories must be ISO accredited First party labs (in-house) may be EPA-Recognized if witnessed (WMTL) or supervised (SMTL) through an recognized Certification Body (CB) CBs must be accredited to ISO Guide 65

10 Qualification Process Restructured Step 1: EPA-Recognized Laboratory tests your product. Third-party or in-house lab accredited to ISO with appropriate scope of accreditation, or WMTL or SMTL through a CB Step 2: Laboratory submits test data to EPA-Recognized CB CB could be the same entity (e.g. CSA, ITL, UL) CB certifies the data, makes ENERGY STAR qualification determination; EPA contractors will no longer do this work Step 3: CB advises EPA of qualification status EPA maintains qualifying product list at Step 4: CB conducts verification testing (off-the-shelf testing) 10-20% of each CB s qualifying product list to be tested annually at manufacturer expense

11 Lighting Integration Plan

12 ENERGY STAR Lighting History: Four Existing Specifications Residential Light Fixtures (est. 1997) Compact Fluorescent Lamps (est. 1999) Solid State Lighting Luminaires (est. 2007) Integral LED Lamps (est. 2009)

13 ENERGY STAR Lighting Specification Integration Residential Light Fixtures V4.2 Solid State Lighting Luminaires V1.3 ENERGY STAR Luminaires V1.1 finalized February 16, 2011 effective April 1, Compact Fluorescent Lamps V4.2 Integral LED Lamps V1.4 ENERGY STAR Lamps V1.0 currently in development first draft issued October 21 second draft issued July 6

14 ENERGY STAR Luminaires Specification

15 ENERGY STAR Luminaires V1.0 Spec development process: Draft 1: May 10, 2010 Draft 2: October 4, 2010 Final Draft: December 20, 2010 Finalized February 16, 2011

16 ENERGY STAR Luminaires V1.0 Technology-neutral performance requirements Industry standard methods of measurement Categorizes fixtures as directional or non-directional independent of technology For non-directional, maintains optional component-level testing approach to qualification

17 ENERGY STAR Luminaires V1.1 Version 1.1 finalized July 1, 2011 Reduced sample sizes for directional goniophotometry Reduced LM-80 sample sizes to align with TM-21 Other changes related to: Extended SSL V1.3 spec for (only): ceiling mount w/ diffuser, outdoor porch and desk task lights, until LM- 82 was published Mounting variations for outdoor Directional vent fans lighting Amended effective date to April 1, 2012

18 ENERGY STAR Luminaires V1.1: Directional Luminaires IES RP direct lighting Put light on a specific surface or area Evaluated with luminaire photometry: delivered lumens per input watt: IES LM-79 (SSL), LM-41 (fluorescent) Zonal lumen density requirements (requires goniophotometry) Minimum light output requirements Specific scope detailed in spec, including limited scope for commercial grade products Luminaires not listed in directional scope are treated as non-directional

19 ENERGY STAR Luminaires V1.1: Non-Directional Luminaires Not intended to illuminate specific surfaces Evaluated with source photometry: source lumens per input watt: IES LM-82 (SSL), LM-9 & LM-66 (fluorescent) Minimum source light output requirements Does not measure luminaire optical loss Does not have specific scope examples only provided in spec

20 Standard Slide for images

21 LM-79 Shortcomings

22 LM-79 Problems y y CIE Chromaticity Diagram 1931 Black Body Locus White Shade Blue Shade Amber Shade Decorative Glass Shade CIE Chromaticity Diagram 1931 Black Body Locus White Shade Blue Shade Amber Shade Decorative Glass Shade x x

23 LM-79 Problems Product Description Ambient Temperature ( C) Input Voltage (V) Input Power (W) Luminous Flux (lm) Luminous Efficacy (lm/w) x y CCT CRI White shade Blue shade Amber Shade Decorated glass Testing Decorative LED Fixtures Per IES LM Lighting Research Center (NVLAP Lab Code: ) 2/13/2011

24 LED Light Engines LED Light Engine: An integrated assembly comprised of LED packages (components) or LED arrays (modules), LED driver, and other optical, thermal, mechanical and electrical components. The device is intended to connect directly to the branch circuit through a custom connector compatible with the LED luminaire for which it was designed and does not use an ANSI standard base. (IES RP-16-10)

25 LED Light Engines

26 New LED Light Engine Test First Developed by ASSIST

27 IES LM for Testing LED Light Engines IES LM Normative reference: IES LM for photometric and electrical measurements LM-79 as a function of temperature Published in March labs accredited for LM82 testing and recognized by EPA for testing SSL subcomponents Several labs with accreditation pending

28 Certified Lighting Subcomponent Database (CSD)

29 IES TM-21-11: Projecting Long Term Lumen Maintenance of LED Sources Lumen maintenance projections using LM-80 data using IES TM Covers LED packages, arrays, modules Sample size recommendation adopted by EPA (LM-80 silent) Available now through IES

30 ENERGY STAR TM-21 Calculator

31 ENERGY STAR TM-21 Calculator For use by manufacturers, EPArecognized laboratories and CBs Validated by NIST Mitigates the need for accreditation Available at Download a copy each time you use it

32 First Certified to ENERGY STAR Luminaires V1.1 Amerlux Global Lighting Solutions Bright Yin Huey Company Limited Cooper Lighting a Division of Cooper Industries Cree LED Lighting Solutions Evolution Lighting (ASIA) Ltd Grainger Industrial Supply Juno Lighting Inc. Osram Sylvania, Inc. Summerwind International, LLC Tach Lighting & Electronics Ltd TCP Inc Tons Lightology Inc. UPEC Electronics Corp.

33 First Certified to ENERGY STAR Luminaires V1.1 5,159 models qualified thus far, 729 solid state (as of Aug ) More than 100 Different Manufacturers Mix of residential and commercial Variety of types: Accent lights: 70+ Recessed down lights: 325+ Solid state down light retrofits: 200+ Porch light: 140+ Cove mount: 24

34 ENERGY STAR Lamps V1.0 Specification (in development)

35 ENERGY STAR Lamps V1.0 Draft 1 Issued October 21, 2011 EPA s intent: merge existing specifications into one technologyneutral specification, taking the opportunity to further increase quality and reliability

36 ENERGY STAR Lamps V1.0 Draft 1 Focused on remaining barriers to adoption Minor efficacy increases are proposed Efficacy levels will need to be revisited after completion of phase-in of new minimum efficiency standards required by EISA 2007 in 2014.

37 ENERGY STAR Lamps V1.0 Draft 1 & 2: Scope ANSI standard omni-directional A, BT, G, P, PS, S, T, T/C, 2D ANSI standard directional R, BR, ER, P, MR* ANSI standard decorative B, BA, C, CA, F Non-standard shapes for directional and omnidirectional CFLs Non-standard semi-directional * Lamp bases: E12, E17, E26, E26d, GU24 * new in draft 2

38 ENERGY STAR Lamps V1.0 Draft 1&2: Efficacy Of qualified lamps, these levels are met by: 92% of omnidirectional lamps 80% of directional lamps

39 ENERGY STAR Lamps V1.0 Draft 1 & 2: Minimum Light Output Same requirements as previous for: Non-globe (G) shape omnidirectional Decorative Proposed globe (G) shape requirements based on analysis of soft white standard incandescent globe lamps on the market R, BR and ER: Aligns with DOE rulemaking* PAR lamps: not applicable * new in draft 2

40 ENERGY STAR Lamps V1.0 Draft 1&2: Correlated Color Temperature (CCT) 2700K to 5000K K* inside 4-step(D1) 7-Step* MacAdam ellipses / quadrangles Proposal intended to ensure greater consistency between makes, models & technologies Current requirements allow lamps with obvious magenta or green tints to share the same CCT Fluorescent ANSI standard established 4-step, ANSI SSL standard predicted return to 4-step Some manufacturer support * new in draft 2

41 ENERGY STAR Lamps V1.0 Draft 1&2: Color Rendering Requirement from the Integral LED Lamps spec: R a 80 and R 9 > 0 Note: Color Quality Scale (CQS) is not yet available Positive R 9 should help with consumer satisfaction with how the light shows skin and wood tones

42 ENERGY STAR Lamps V1.0 Draft 1: Luminous Intensity Distribution

43 ENERGY STAR Lamps V1.0 Draft 1&2: Reliability / Lumen Maintenance CFL: minimum 10,000 hour rated life Early interim qualification 40% rated life LED: 10,000 hour minimum life claim 15,000 min (decorative), 25,000 min* Early interim qualification 3,000 hours Lamp-level testing to 6,000 hours for life claims 25,000 hours Elevated Temperature Test for all lamps 5 10* watts (decorative lamps exempt)* * Draft 2

44 ENERGY STAR Lamps V1.0 Draft 1: Reliability / Lumen Maintenance Do consumers want a 14 year lamp? (15,000 3 hr/day) Do consumers want a 23 year lamp? (25,000 3 hr/day) What else do they expect 14 or 23 years from? Durable Goods : Appliances? HVAC? Car? Does initial cost seem to be a barrier? Does it make sense to lock consumers into today s efficacy levels for 14 / 23 years?

45 ENERGY STAR Lamps V1.0 Draft 1&2: Rapid Cycle Stress Test Need to ensure qualified lamps are robust replacements for incandescent 1 cycle for each hour of rated life Sample size 10 instead of 6, maintaining single failure 5 min on / off to ensure adequate T Cap of 15,000 cycles* * new in draft 2

46 ENERGY STAR Lamps V1.0 Draft 1&2: Power Factor Draft 1 proposed 0.7 power factor for all lamps except lamps 5W. Adjusted levels in Draft 2 to match levels in Luminaires specification Technology Existing Specifications Draft 1 Requirement Draft 2 Requirement Compact Fluorescent 0.5 All Lamps 0.7 All Lamps Solid State 0.7 for Lamps >5W 0.7 All Lamps 0.5 Residential Lamps 0.9 Commercial Lamps 0.7 Residential Lamps 0.9 Commercial Lamps 46

47 ENERGY STAR Lamps V1.0 Draft 1&2: Lighting Toxics Reduction EU RoHS resources Draft 2 Added test procedure reference (IEC 62554) for documenting mercury content Clarified that levels are based on rated lamp wattage

48 ENERGY STAR Lamps V1.0 Draft 1&2: Dimming TBD in drafts 1&2 EPA is working with stakeholders to develop performance & compatibility requirements, and methods of measurement To be developed with consideration of work by ASSIST, IEEE, NEMA, PNNL, etc.

49 ENERGY STAR Lamps V1.0 Draft 1&2: Next Steps Draft 2 released July 6, 2012 Webinar held Aug 8, 2012 Comment period closes August 24, 2012 Comments received posted at Update at the Oct 22 ENERGY STAR partner meeting lamps@energystar.gov to receive updates

50 Program Guidance Regarding LED Lumen Maintenance Data

51 Program Guidance Regarding LED Lumen Maintenance Data Builds upon SSL Manufacturers Guide Intended to ensure uniform treatment of data by partners, LED manufacturers, EPArecognized laboratories and certification bodies

52 Program Guidance Regarding LED Lumen Maintenance Data Guides Certification Bodies on: Content of LM-80 reports Application of LM-80 reports Use of preexisting test reports while successor testing is underway

53 Testing & Certification Infrastructure

54 Testing & Certification Infrastructure 10 EPA-recognized certification bodies (U.S.) 40+ EPA-recognized lighting laboratories worldwide: Arizona, California, Colorado, Georgia, Massachusetts, North Carolina, New York, Ohio, Pennsylvania, Washington Canada, China, Germany, Hong Kong, Japan, Malaysia, Singapore, South Korea, Taiwan Laboratory capacity expanding EPA continuing to receive applications for recognition

55 New Certification Infrastructure XML-based data transfer system CB will enter data into their own XMLbased software EPA system will validate data, post to website

56 New Certification Infrastructure CB EPA EPA ENERGY STAR website EPA

57 Questions? Taylor Jantz-Sell ENERGY STAR Lighting Program Manager (202)

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