PG&E Quality Maintenance Contractor Incentive Program. Field Manual

Transcription

1 PG&E Quality Maintenance Contractor Incentive Program Field Manual Created December 2009 Updated February 11, 2010 Version 8 The information contained in this Field Manual is specific to Enalasys. Reproduction or distribution of the whole, or any part of the contents of, this document without the prior written permission of Enalasys is prohibited. Neither Enalasys nor any of its employees makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any data, information, method, product, or process disclosed in this document, or represents that its use will not infringe any privately-owned rights, including but not limited to, patents, trademarks, or copyrights. Enalasys Corporation has created the Field Manual to establish uniform policies and procedures for the implementation of PG&E Programs. All incentive payments made to contractors and technicians under these procedures must meet all the requirements described herein to qualify for a payment. Page 1

2 SECTION 1 PROGRAM OVERVIEW The HomeEnalasys Pacific Gas & Electric Company Quality Installation and Quality Maintenance Programs for the Residential and Light Commercial Customers Programs offer incentives to HVAC contractors and their customers for performing various Program defined energy efficiency measures. QM measures include: condenser coil cleaning, Refrigerant Charge and Airflow (at the evaporator) correction work, Duct Test and Sealing (DTS), and the QI Component includes RCA, DTS and the installation/replacement of high efficiency equipment. The Program requires the use of the Enalasys ChargeRite TM and DuctTite TM systems to facilitate Program services in order to reach the Programs energy saving goals. 1.0 GLOSSARY OF TERMS AND ACRONYMS FOR REFRIGERANT CHARGE AND AIRFLOW AND DUCT TEST AND SEAL: The following definitions will be used throughout this Manual. All capitalized terms shall have the following meanings: Air Conditioning and Refrigeration Institute (ARI) The Air-Conditioning and Refrigeration Institute is the national trade association representing manufacturers of more than 90 percent of North Americanproduced central air-conditioning and commercial refrigeration equipment Annual Fuel Utilization Efficiency (AFUE) Annual Fuel Utilization Efficiency represents the percentage of fuel that is converted into heating energy, and is a measure of how efficient the appliance is in using fossil fuel (gas or oil) or electricity (for an electric furnace) over a typical year of use. The AFUE rating is an industry agreed upon standard whereby all furnaces and brands are tested the same way to provide "apples to apples" comparisons. For ENERGY STAR products, 90 is the minimum AFUE rating Combustion Appliance Safety (CAS) Test and Natural Gas Appliance Testing NGAT (see NGAT below) CAS testing protocol is used to detect if these is the presence or the potential to introduce carbon monoxide (CO) pollutants in excessive levels into the home, apartment, mobile home, or business through the operation of natural gas fired equipment Contractor A contractor hired by Enalasys who holds all licenses required by Federal, California and local laws, rules, and regulations and are qualified to perform duct test and seal work on residential and non-residential dwellings Customer A customer is defined as the purchaser and recipient receiving electric services from PACIFIC GAS & ELECTRIC COMPANY. A customer may own an existing single family detached home, duplex, triplex, quadplex, condominium, apartment building, mobile/manufactured home receiving electric service from PACIFIC GAS & ELECTRIC COMPANY. All Page 2

3 tenant/renters must obtain the owner s permission to install any Energy Efficiency measures and products Customer Site An customer site is any existing single family detached home, duplex, triplex, quadplex, condominium, apartment building, mobile/manufactured home receiving a Program service using by a licensed and qualified HVAC contractor under this Program. The Customer site must be equipped with an active electric meter and receive service from PACIFIC GAS & ELECTRIC COMPANY Duct Test and Sealing (DTS) refers to a procedure that includes measuring and reducing duct leakage and optimizing duct system performance associated with HVAC system supply, returns, and outside air ducts. It is the process of using calibrated mechanical equipment to measure the amount of airflow that is lost though the duct system when it is pressurized to its normal operating pressure (@25 Pascal s) and procedures and materials to seal the identified air leaks EEM An energy efficiency measure (EEM) is a product or service, designed to reduce energy consumption, use, and/or increase the efficacy of said equipment when installed at the Customer s site EER The energy efficiency rating (EER) for air conditioners, which is the ratio of BTU cooling per watt of power input based on specified test conditions. The higher the EER number, the more efficient the associated equipment Energy Savings The amount of energy in terms of kilowatt (kw), kilowatthours (kwh) or therms that are saved by the installing an EEM HVAC The heating, ventilation and air conditioning system(s) in a home or business used for heating, cooling, and maintaining the home at a controlled temperature, surrounded by fresh air, at a humidity level that is safe and comfortable for the building and its contents Heating Ventilation and Air Conditioning Contractor (HVAC Contractor) In the context of this Manual, a Contractor is licensed by the State of California State Licensing Board (CSLB) to perform HVAC work on residential and commercial dwellings CPUC California Public Utility Commission Natural Gas Appliance Test (NGAT) - An ambient room test conducted before and/or after installation of EEM and/or a secondary appliance flue test Pacific Gas & Electric Company - PG&E is the gas and electric service provider to this northern California regional program and primary program administrator Post-Test - A test that is performed on either a qualifying A/C or duct system after repair or replacements has been made. This test determines that the system is at optimal performance. Page 3

4 Pre-Test A diagnostic test that is either performed on a qualifying A/C or duct system before a repair or replacement of the duct system is made or to determine if an A/C system is properly charged. This pre-test determines the pre-existing baseline condition of the system and identifies whether or not system is in need of repair or replacement Program Incentive or Incentive Funds paid by PACIFIC GAS & ELECTRIC COMPANY to Enalasys for Energy Efficiency Measures that are completed by Contractors/Technicians using the Enalasys tools and processes in accordance with the requirements specified in this Manual Program Manager Enalasys designated Program Manager responsible for the management of this Program in the PACIFIC GAS & ELECTRIC COMPANY territory Qualified Contractor/Technician An HVAC contractor or technician that has been trained and certified to use Enalasys diagnostic tools and software in performing Program measures Quality Installation (QI) Performing QI measures like DTS and RCA on HVAC systems at the time of new installation (retrofits). Additional QI measures will be added to the QI program once evaluated Quality Maintenance - Performing QM measures like DTS and RCA on existing HVAC systems SEER - The seasonal energy efficiency rating standard by which efficiency of a cooling system is measured at an established test condition. A high SEER factor does not always equate to the best energy performance of cooling equipment. It is best to match SEER with EER for maximum efficiency performance TXV The thermal expansion valve or TXV is a device that, when installed on air conditioner or heat pump systems (split or package), controls or meters the flow of refrigerant to the evaporator coil. The TXV senses the temperature of the evaporator coil and opens or closes the valve to more closely meet the evaporator coil s need for refrigerant. During high load conditions, the valve allows more refrigerant to flow into the evaporator coil than during low load conditions. A fixed orifice-metering device does not adjust flow to match the load Enalasys Enalasys designs and distributes innovative solutions to information and Verification Services Providers (VSP), HVAC contractors, HVAC equipment manufacturers, utilities, builders, HERS Providers, local and state governments which take advantage of our sophisticated, accurate data collection equipment and makes use of our systems technology to manage programs simply. Page 4

5 1.2 PROGRAM DESCRIPTION PG&E will pay an incentive to Verification Service Provider ( VSP ) for delivering documentation and verification of Quality Installation (QI) and Quality Maintenance (QM) measures. Measures include duct test and seal (DTS) and refrigerant charge and airflow (RCA) testing service and correction work performed by a Qualified Contractors/Technicians in accordance with the requirements specified in this Program Manual on eligible residential and nonresidential central air conditioners and heat pumps in the PG&E service area. Based on the success of the program participation funding could be adjusted within the parameters of Incentives are paid upon PG&E s receipt and approval of QI and QM pre test (test-in) and/or post-test (test-out) results submitted by the VSP. The VSP is responsible for all aspects of the work associated with test-in and test-out results for which it receives an incentive, including documenting test-in and test-out results and verifying resulting energy and demand savings. Associated work which the VSP is responsible for may include but is not limited to recruiting, training, certifying, and maintaining a listing of Qualified Contractors/Technicians to perform QI services for new (retrofit) residential, multifamily, and nonresidential central air conditioning and central heating systems and QM services for existing residential, multifamily and nonresidential central air conditioning and central heating systems. All VSPs participating in the Program are required to enter into a Program Master Agreement ( Agreement ) with PG&E. Enalasys shall distribute all Incentive and Rebate Payments to HVAC contractors and customers within 10 business days of receipt of payment by PACIFIC GAS & ELECTRIC. The Qualified Contractors and Technicians are responsible for all aspects of the work associated with Program measures and the documentation results for which it receives an incentive or rebate. Associated work which Enalasys is responsible for may include, but is not limited to recruiting, training, certifying, and maintaining a listing of Qualified Contractors/Technicians to perform Program measures. If all data required is not captured by the Contractors or the test fails, the Contractor will have fifteen business days to correct and resubmit the job(s) for payment. Page 5

6 Section 2 Program Dates and Eligibility 2.0 PROGRAM DATES The Program is open for participation beginning January 1 st, All work must be completed and invoiced for the program year 2010, 2011, and 2012 by December 10, of each year, or when allocated funds are depleted, whichever comes first. VSP may begin Program participation as of the date the Agreement is fully executed. Training can be scheduled by contacting Enalasys at 866-EscanAC. 2.1 Qualifying Duct Systems - DTS Incentives are paid to VSPs only for duct systems that meet the following eligibility requirements: QI - The residential or small business Customer must have installed a new (retrofit) central air conditioner or heat pump. New Construction units are not eligible under this program. QM -The residential or small business Customer must have an existing electric central air conditioner, or heat pump. QI and QM - The duct system must be a system located within a Customer Site as that term defined in Section 1.0 Glossary of Terms and Acronyms of this Program Manual for incentives under the Program. This includes room additions or remodel projects. Duct systems installed in new custom built or planned office buildings or new home developments are not eligible for this incentive under this program. Please refer new building customers to the Residential New Home Program for the associated incentives designed for new building structures. QI and QM - To qualify for an incentive payment, the Qualified Contractor/Technician must document reduced duct leakage to less than 15% of the calculated fan flow using either the total leakage test method, or the leakage to outside test method (as defined by Title 24). QI and QM - Duct test and seal work or repair service has been performed on the duct system through any ratepayer-funded program within the last six (6 years for the current program years) will not be eligible for this incentive. QI and QM - Residential, Multi Family and Mobile homes must be located in Climate zones 2,4,11, 12 and 13 and small business customers are eligible in all climate zones in PG&E s service territory. QI and QM - The air conditioning (AC) duct system must be located within customer s residence or business. o Residential System Size Requirements: 1.5 to 5.5 tons nominal capacity o Commercial Business System Size Requirements: Minimum: 1.5 tons nominal capacity Maximum: 60 ton nominal capacity with no multiple compressors or economizers Page 6

7 There may be more than one central air conditioner or heat pump per qualified structure. An incentive can be paid for each individual duct system connected to a central air conditioner, and/or heat pump meeting requirements. All incentive payments are contingent upon meeting all Program requirements. Note: To be eligible for PG&E s Duct Sealing incentive, the residential or small business customer s system must not have had previous duct test and seal work completed within the past six years funded by other California end user energy efficiency programs 2.2 Qualifying QI and QM Refrigerant Charge and Air flow - RCA Incentives are paid only for HVAC systems that meet the following eligibility requirements: A. QI ONLY - The HVAC system must be a new (retrofit) central air conditioner or heat pump. New Construction units are not eligible under this program. B. QM ONLY - The HVAC system must be an existing central air conditioner or heat pump. New Construction units are not eligible under this program. C. The HVAC system must be located within an existing residential or nonresidential business, which receives electric service from PG&E. The Customer site must be equipped with an active PG&E electric meter. D. The HVAC system must not have received any RCA or DTS services through a ratepayer funded program within the last six (6) years. E. The HVAC system must be an air cooled, direct expansion unit. Water or evaporative cooled units, evaporative pre-coolers units or water chilling packages are not eligible for this program. F. Simple and complex HVAC systems can be included under this program. Simple systems are constant air volume, serve a single zone, are equipped with a single compressor, and have no economizer. Complex systems can be variable air volume, include multiple compressor circuits and economizers, and serve multiple zones. System size (i.e. tonnage) that is eligible is 1.5 to 5.5 tons of cooling capacity for residential or 1.5 to 60 tons cooling capacity for commercial systems. Contractors can receive incentives for performing program services on eligible system and new replacement equipment installations located within PACIFIC GAS & ELECTRIC COMPANY service territory. All incentive payments are contingent upon meeting all of the Program requirements. 2.3 Eligible Program Participants The Program is open to all VSPs with the ability to perform all aspects of residential and commercial QI and QM DTS and RCA test-in and test-out services, including documentation of test-in and test-out results and verification of resulting energy and demand savings as specified in this Program Manual. Page 7

8 Section 3 Upstream Incentives Details 3.0 Description of Upstream Incentives The Program pays incentives to VSPs for delivering QI testing service and correction work and documenting test-in and/or test-out results and associated energy and demand savings in accordance with the Technical Specifications. The incentive structure is described below in Section 3.1, Upstream Incentive Structure, of this Program Manual. Incentives are paid only if all requirements described in this Program Manual are met, including submittal of test-in and/or test-out results and electronic data that document energy savings as described in this Program Manual. 3.1 Upstream Incentive Structure All incentives are paid directly to the VSP. VSP is solely responsible for any payments to Qualified Contractors/Technicians for performing QI testing and correction service for which the VSP receives an incentive. VSP must submit required documentation for all DTS and RCA corrections made to eligible central HVAC systems. Incentive levels may be modified by PG&E at anytime. Furthermore, additional QI and QM measures may be added to the program once evaluated QI - DTS To qualify for an incentive payment, the Qualified Contractor/Technician must document reduced duct leakage to less than 15% of the calculated fan flow using either the total leakage test method, or the leakage to outside test method (as defined by Title 24). VSP fee per system $50 - Technical Training, Field Monitoring, Marketing, and Program Reporting. Contractor Incentive payment amounts differ by customer building type: QI DTS - Residential Single Family Equipment (1.5 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. For Test Out work, the customer receives $ QI DTS - Residential Multi-Family Equipment (1.5 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. No customer rebate is offered for multifamily QI DTS - Commercial Equipment (1.5 to 60 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. For Test Out work, the customer receives $200. No customer incentive for customer on test in only Note: Actual incentive amount paid will not exceed the actual cost of the duct sealing work. In addition, in order for the duct sealing incentive to be paid, the qualified contractor must demonstrate reduced duct leakage to less than 15% of the calculated fan flow Test-in Only Incentive: For both Residential and Commercial properties, a onetime Test-in Only Incentive per unit will be paid under the following conditions: (1) An initial test is performed on an eligible duct system, and Page 8

9 A. The ducts do not require sealing because leakage is less than 15% of the calculated fan flow; or B. The ducts require sealing in order to reduce leakage to less than 15% of the calculated fan flow, but the Customer opts not to have the system corrected; and (2) VSP and contractor meet all Program requirements as specified in this Program Manual Test-in and Test-Out: For both Residential and Commercial properties, a onetime Test-in and Test-Out Incentive per unit will be paid under the following conditions: (1) An initial test is performed on an eligible duct system and the system is found to be in need of duct sealing; and (2) Customer opts to have the correction made; and (3) A final duct test is performed after the correction work is completed; and (4) VSP and contractor meet all Program requirements as specified in this Program Manual QI - RCA VSP fee per system compressor circuit $50 - Technical Training, Field Monitoring, Marketing, and Program Reporting QI RCA - Residential Equipment (1.5 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per compressor circuit; Test-Out procedure performed $50 per system compressor circuit QI RCA - Commercial Equipment (1.5 to 60 Tons): The payment for performing a Test-In only procedure is $50 per compressor circuit; Test-Out procedure performed $100 per system compressor circuit Test-in Only Incentive: For both Residential and Commercial properties, a one-time Test-in Only Incentive per AC circuit will be paid under the following conditions: (1) An initial test is performed on an eligible HVAC system, and A. The system is found to be properly charged and does not require charge and airflow correction; or B. The system is found to require charge and airflow correction work, but the Customer opts not to have the system corrected; and (2) VSP and contractor meet all Program requirements as specified in this Program Manual Test-in and Test-Out: For both Residential and Commercial properties, a onetime Test-in and Test-Out Incentive per AC circuit will be paid under the following conditions: (1) An initial test in performed on an eligible HVAC system and the system is found to be in need of charge and airflow correction; and (2) Customer opts to have the correction made; and (3) A final charge and airflow test is performed after the correction work is completed; and (4) VSP and contractor meet all Program requirements as specified in this Program Manual. Page 9

10 3.3.0 QM DTS To qualify for an incentive payment, the Qualified Contractor/Technician must document reduced duct leakage to less than 15% of the calculated fan flow using either the total leakage test method, or the leakage to outside test method (as defined by Title 24). VSP fee per system $50 - Technical Training, Field Monitoring, Marketing and Program Reporting. Incentive payment amounts differ by customer building type: QM DTS - Residential Single Family Equipment (1 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. For Test Out work, the customer receives $ QM DTS - Residential Multi-Family Equipment (1 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. No customer rebate for multifamily QM DTS - Commercial Equipment (1 to 60 Tons): The payment for performing a Test-In only procedure is $50 per system; Test-Out procedure performed $50 per system. For Test Out work, the customer receives $200. Note: Actual incentive amount paid will not exceed the actual cost of the duct sealing work. In addition, in order for the duct sealing incentive to be paid, the qualified contractor must demonstrate reduced duct leakage to less than 15% of the calculated fan flow Test-in Only Incentive: For both Residential and Commercial properties, a one-time Test-in Only Incentive per unit will be paid under the following conditions: (1) An initial test is performed on an eligible duct system, and A. The ducts do not require sealing because leakage is less than 15% of the calculated fan flow; or B. The ducts require sealing in order to reduce leakage to less than 15% of the calculated fan flow, but the Customer opts not to have the system corrected; and (2) VSP and contractor meet all Program requirements as specified in this Program Manual Test-in and Test-Out: For both Residential and Commercial properties, a onetime Test-in and Test-Out Incentive per unit will be paid under the following conditions: (1) An initial test is performed on an eligible duct system and the system is found to be in need of duct sealing; and (2) Customer opts to have the correction made; and (3) A final duct test is performed after the correction work is completed; and (4) VSP and contractor meet all Program requirements as specified in this Program Manual. Page 10

11 3.4.0 QM RCA VSP fee per system compressor circuit $50 - Technical Training, Field Monitoring, Marketing and Program Reporting QM RCA - Residential Equipment (1.5 to 5.5 Tons): The payment for performing a Test-In only procedure is $50 per compressor circuit; Test-Out procedure performed $50 per system compressor circuit QM RCA - Commercial Equipment (1 to 60 Tons): The payment for performing a Test-In only procedure is $50 per compressor circuit; Test-Out procedure performed $100 per system compressor circuit Test-in Only Incentive: For both Residential and Commercial properties, a one-time Test-in Only Incentive per AC circuit will be paid under the following conditions: (1) An initial test is performed on an eligible HVAC system, and A. The system is found to be properly charged and does not require charge and airflow correction; or B. The system is found to require charge and airflow correction work, but the Customer opts not to have the system corrected; and (2) VSP and contractor meet all Program requirements as specified in this Program Manual Test-in and Test-Out: For both Residential and Commercial properties, a onetime Test-in and Test-Out Incentive per AC circuit will be paid under the following conditions: (1) An initial test is performed on an eligible HVAC system and the system is found to be in need of charge and airflow correction; and (2) Customer opts to have the correction made; and (3) A final charge and airflow test is performed after the correction work is completed; and (4) VSP and contractor meet all Program requirements as specified in this Program Manual. 3.5 Incentive Caps and Requirements This Program sets the following caps on (a) Pre-Test Only Incentives and (b) Pre- Test and Post Test Incentives: Pre-Test Only Incentive Cap: A VSP may receive Pre-Test only incentive for no more than forty (40%) of the total invoice. To balance the portfolio, no more than 40% of all QI AND QM RCA and DTS work invoiced over the course of a given program year can be pre-test. Example, if a VSP submits an invoice for a total of 100 units, and the invoice is for 100 pre test results the VSP will receive Incentives for Pre-test results for no more than 40 units Pre-Test and Post Test Incentive Cap: There is no cap on the number of Pretests that result in a repair work and post-test, as long as the total incentive dollar amount claimed does not exceed the total incentive budget allocated to the VSP General: A VSP may shift allocated funds from the Pre-Test Only incentive category to the Pre-Test and Post Test incentive category. However, the maximum amount of incentives the VSP may receive shall not exceed the total Page 11

12 approved allocation budget for that VSP. Additional funds may be approved on a case by case basis until program funds are depleted. 3.6 Incentive Allocations Incentive allocations are assigned to VSP based on the level of previous participation and the ability to fully utilize funds allotted. Incentive funds are reserved for VSP when the Incentive Allocation Request Form and Agreement have been approved by PG&E. To request an incentive allocation: VSPs must complete and submit the Incentive Allocation Request Form and Master Agreement and return them to PG&E as described the Master Agreement. On the Incentive Allocation Request Form, VSP must indicate: 1) the number of Pretest units and Post-test units that VSP expects to accomplish by December 10, of the appropriate program year, and 2) the corresponding incentive amounts calculated per Section 3.1 and 3.2 Incentive Amount of this Program Manual. The total dollar amount of the incentive allocation requested may not exceed 25% of available incentive budget for each of the respective program years. An Incentive Allocation Request Form received after all funds have been committed will be placed on a waiting list in the event that additional Program funding becomes available. PG&E will notify VSPs selected to participate in the program of the approved Incentive Allocation Request Form: the number of units allocated to Test-in Only Incentives and corresponding incentive amount, the number of units allocated to Test-in and Test-out Incentives and corresponding incentive amount, and the total not-to-exceed incentive budget allocated to VSP. VSP must complete 50% of the approved Test-in and Test-out Incentive unit allocation by August 1 of each year and 100% of the approved incentive allocation by December 10th of that year, and invoiced to PG&E no later than December 10, of that year. 3.7 Incentives Payment Incentives are paid upon PG&E s receipt and approval of QI and QI Pre-Test and Post-Test results submitted. The VSP is responsible for all aspects of the work associated with Pre-Test and Post Test results for which it receives an incentive, including documenting and verifying Pre-Test and Post Test results. Associated work for which the VPS is responsible may include but is not limited to: recruiting, training, certifying, and maintaining a list of Qualified Contractors/Technicians performing verified QI and QM each year for new (retrofit) central air conditioning systems and heat pumps. The VSP may not receive an incentive for any QI and QM DTS and RCA work performed under this Program if VSP has already received an incentive from any other end user energy conservation program which is funded by other California end user energy efficiency programs during the past six years. Other California end user energy efficiency programs include, but are not limited to, any program offered by, or through Southern California Gas Company, Southern California Edison, PG&E, San Diego Gas and Electric Company, the California Energy Commission (CEC), and the CPUC, including local energy efficiency programs funded by the Public Goods Charge (PGC) or Local Government Partnership (LGP) Programs. Page 12

13 Furthermore, if IPC identifies any incentive claims for systems which have previously received an incentive for QI and QM DTS and RCA testing and/or repair in past six (6) years, then VSP s incentive claim will not be paid for that claim. 3.8 Program Incentive Payment Requirements Incentives will be paid to VSP only after all incentive payment requirements, including submittal of all required, complete, and correct reports, invoices and supporting documentation. Upon approval of VSP s invoice, PG&E will make payment to the VSP within ten (10) business days. PG&E reserves the right to modify or deny the requested incentive amount based on the results of PG&E s verification of the reported initial-test and post-test. In addition, the requirements noted below must be met by the VSP in order to receive incentive payment: HVAC System Size: The HVAC system size, tonnage, for all units claimed for incentive payment by a VSP must meet the eligible system size requirement as described in this Program Manual to be paid under the Program. Reasonable Access: As a condition of payment, VSP is responsible for ensuring that PG&E has reasonable access to Customer Sites for inspections and/or measurement and evaluation activities to verify that the reported EEM has been installed or repaired. 3.9 Invoicing Incentive payments will be based upon the receipt of a correct invoice. Invoices must be submitted to PG&E through the Vendor Rebate System (VRS). All required fields in VRS must be completed in the specified format. In the event that the invoice data received from a VSP contains errors, the invoice will be rejected and the VSP will be requested to re-submit a corrected invoice for payment. In the event that the invoice data received from a VSP contains errors undiscovered prior to payment and these errors resulted in inappropriate customer and/or contractor payments, the VSP shall bear the cost of these payments. The VSP shall make all necessary payment corrections in a timely manner Program Data Requirements The data fields listed below are examples of the QI and QM DTS and RCA data fields that will need to be collected, verified, and submitted for incentive payment. General Customer Name PG&E Electric and/or Gas Meter Number Reporting and Promotion Period VSP contact Information, including contact, address, phone, , and fax, as well as VSP tax ID and tax status. Invoice Number Age of building structure Building structure type o Single Family Page 13

14 o Condominium o Manufactured home o Multifamily Apartment 5 units or greater o Duplex o Triplex o Quadplex o Small Business o Assembly (auditoriums, hotel lobbies and meeting rooms, movie theaters, etc) o Education Community College/University o Education Primary School o Education Secondary School o Manufacturing Bio/Tech o Manufacturing Light Industry o Single Family o Mobile Home o Office (includes medical/dental clinics) o Health/Medical Clinic (intended for 24 hour health care facilities such as hospitals and nursing homes) o Restaurant o Retail o Grocery o Conditioned Storage o Other Customer Address, System Location Customer Phone Number Site number Contractor First Name Contractor Last Name Contractor License Number Number of duct systems per home Tonnage of the outdoor unit (s) as rated by the manufacturer for the central air conditioning or Heat Pump submitted for incentive payment. SEER/EER Rating ARI number Condenser Manufacturer Condenser number Coil number System (split Package) New A/C unit Y/N Overall AC Size (total tons)number of Circuits in unit and their Sizes (tons) If split of circuit sizes is unknown, the data shall show the overall unit size divided by the number of circuits Whether unit is equipped with an Economizer Test date QI DTS: Cost of Duct Sealing Measure code Page 14

15 Type of diagnostic duct leakage test method used for the central AC or Heat Pump duct system submitted for incentive payment. Total Leakage, or Leakage to Outside Calculated total system fan flow using 400 cfm/ton multiplied by the number of nominal tons as rated by the manufacturer based on the outdoor unit. Initial Total Leakage in cfm at 25 Pascal s when Total Leakage Test Method is used. Initial Total leakage in percent of the calculated total system fan flow when Total Leakage Test Method is used. Initial Leakage to Outside in cfm at 25 Pascal s when Duct Leakage to Outside Test Method is used. Initial Duct Leakage to Outside in percent of the calculated total system fan flow when Duct Leakage to Outside Test Method is used. Final Total Leakage in cfm at 25 Pascal s when Total Duct Leakage Test Method is used. Final Total Leakage in percent of the calculated total system fan flow when Total Duct Leakage Test Method is used. Final Leakage to Outside in cfm at 25 Pascal s when Duct Leakage to Outside Method is used. Final Leakage to Outside in percent of the calculated total system fan flow when Duct Leakage to Outside Method is used. Required Duct Leakage reduction in cfm at 25 Pascal s for the duct test method used. Achieved Duct Leakage reduction in cfm at 25 Pascal s for the duct test method used. Achieved Duct Leakage reduction in % of total fan flow for the duct test method used. NGAT Performed Yes/No This is a minimum gas appliance test requirement Vendor Transaction ID QI RCA Verify whether the unit has a CAV or VAV Verify whether the unit has a TXV or non-txv Measurement Method (Refer to Attachment 3, Verified Charge and Airflow Technical Specifications) Outside Temperature (Fahrenheit degrees) Stamped Refrigerant Charge (oz.) for each circuit if present and legible Refrigerant Charge/Correction (oz) for each circuit Percent (%) Charge Airflow Repair (Y/N) Airflow Test (P/F) Measure Code for Type of Incentive (Test-in Only or Test-in and Test-out Incentive) Quantity Rebate per unit (circuit) Invoice Amount per unit (circuit) Total Invoice Amount Page 15

16 Section 4 Contractor Incentives Details 4.0 DESCRIPTION OF CONTRACTOR INCENTIVES Participating Contractors receive incentives for delivering documentation and verification of QI and QM Measures performed in accordance with the requirements specified in this Program Field Manual. Incentives are paid only if all requirements described in this Program Field Manual are met. Contractor will be notified if requirements change from this manual. Energy Efficiency Measures (EEMs) eligible for incentive payment include: Condenser coil cleaning on eligible heat pumps and air conditioners Refrigerant Charge and Airflow (RCA) corrections Duct Testing and Sealing (DTS) High Efficiency system upgrades using Quality Installation (QI) procedures 4.1 INCENTIVE STRUCTURE Contractors are required to upload all completed test results to the eone Platform daily. All incentives are paid by Enalasys to the Qualified Contractor that completed the EEMs as per the completed Participation Agreement. Contractor incentive amounts will depend on the particular combination of measures performed. Enalasys will mail Contractor incentive payments within three (10 business days of receiving payment from PACIFIC GAS & ELECTRIC COMPANY for all qualified verifications accepted and completed: Charge and Airflow Corrections For a Charge Correction PASS with a Temperature Split Fail incentive, Contractor will receive the incentive if the Contractor performs at least 1 of the 5 following air flow corrective steps. 1. new filter 2. open registers 3. clean condenser coil (chemical clean not just water bath) 4. clear obstructions 5. increase blower speed If these actions do not result in adequate airflow, the technician must inform the customer that their airflow is low. At the technician s or comfort advisor s option the technician or comfort advisor must either correct, recommend, or try to sell the customer the appropriate additional repairs to correct the airflow (i.e. cleaning the blower, cleaning the indoor coil, modifying the duct system, adding, or removing refrigerant). If the Contractor does not perform at least 1 of the 5 airflow corrective steps and the temperature split does not meet the program criteria, the Contractor will only receive the $75 test only incentive for a test in. **For the Charge & Airflow Temperature Split PASS, the temperature split must be within plus 3 F and minus 3 F of Target and the system must pass the charge correction and the airflow temperature split criteria. If the temperature split difference is less than minus 3 F, the system passes, but it is likely that the capacity is low on this system (it is possible, but unlikely, that airflow is higher than average). Page 16

17 ***Contractor Initial Condenser Coil Cleaning/Pre-Test Incentives are limited to 20% of the number of tests submitted for incentive payment. Refrigerant charge will be checked; all leaks fixed and system recharged if need. Test the air temperature between air return and supply for proper temperature drop. Tune-up should include cleaning or replacing the filter, cleaning of indoor coils (if accessible without disassembling the air handler), cleaning the outdoor coil, cleaning and straightening the indoor and outdoor coil fins, lubricate if needed, and check drive belts (if used) for wear and proper tension. * A Correct Charge is Mandatory and the contractor must have made a good faith effort to achieve good airflow but a temperature split pass is not mandatory. ** Based upon the actual % reduction of air duct leakage. The minimum level of leakage achieved must be reduced by a minimum of 23% from the initial duct leakage measurement. * The RCA is a QI component with an air flow temperature split required to pass. All High Efficiency AC equipment shall meet the following applicable CEE Specifications: In order for central air conditioners to meet CEE s specification within a given tier, both SEER and EER requirements must be met. In order for air source heat pumps to meet CEE s specification within a given tier, SEER, EER, and HSPF requirements must all be met. DTS for the Replacement Market: To qualify for a DTS incentive payment the duct repairs must comply with standards as stated in the Field Manual. Incentives shall pay based upon the actual percentage of reduction in duct leakage obtained at the site. The final duct leakage must result in a minimum of 23% reduction from the initial leakage. 4.2 PROGRAM INCENTIVE PAYMENT REQUIREMENTS Incentives will be paid to the qualified contractor only after all incentive payment requirements, including submittal of all required reports, invoices and supporting documentation, are met. Upon Enalasys approval, of post test, Enalasys will make Payment to the contractor upon receipt of payment from NV Energy. Enalasys reserves the right to modify or deny the requested incentive amount based on the results of Enalasys verification of the reported initial-test and post-test. In addition, the requirements noted below must be met by the Qualified Contractor in order to receive incentive payment: HVAC System Size: The HVAC system size, tonnage, for all units claimed for incentive payment by the contractor, must meet the eligible system size requirement. Reasonable Access: As a condition of payment, the contractor is responsible for ensuring that Enalasys has reasonable access to customer sites for inspections Page 17

18 and/or measurement and evaluation activities to verify that the reported EEM has been install to program standards. 4.3 INVOICING Incentive payments will be based upon the receipt of a correct electronic copy) invoice and Program reports from the contractor as specified in this Field Manual. In the event that the invoice data received from the contractor contains errors, the invoice will be declined and the contractor will be requested to re-submit a corrected invoice for payment. 4.4 PROGRAM DATA REQUIREMENTS The contractor must provide the following data as they apply for each QI or QM DTS and RCA job submitted for incentive payment QI and QM Duct Test and Seal PG&E Program Manager: Ravi Patel Changes for 2010: Both DTS and RCA are being incorporated as parts of larger Quality Installation and Quality Maintenance Programs. Field Field Description Data Type Required Comments Number 1 Site Type Characters(20) Yes Must be Residential or Non Residential 2 Residence Type Characters(20) Yes* Must be one of the two following values: Multi-Family Single-Family *Required only if Site Type is Residential. 3 Program Type Text Yes CH for Clearinghouse or VSP for Verified Service Provider programs. Should just be VSP no more CH 4 Electric SAID Characters(10) * Must be 10-digit Electric service account ID 5 Electric Meter Characters(30) Yes See Attachment A for SmartMeter Info. 6 Site Unit Number Characters(3) Yes A unique identifier for multi-unit sites with a single Service Account ID or service address 7 Vintage Code Characters(3) Yes Must be a valid 2- or 3-character vintage code 8 Building Code Characters(3) Yes Must be a valid 3-character building code 9 Customer Name or Business Name Characters(20) Yes Name of customer who receives utility bill. If business name is > 20 characters, put additional characters in Customer Name 2 field 10 Customer Name 2 Characters(30) No Additional space for name of customer who receives utility bill Page 18

19 Field Field Description Data Type Required Comments Number 11 Customer Phone Characters(20) No If included, must be in NNN-NNN- NNNN format. 12 Mailing Address Characters(64) Yes 13 Mailing City Characters(30) Yes 14 Mailing State Characters(2) Yes Must be a valid 2-character state code 15 Mailing Zip Characters(5) Yes Must be a valid 5-digit zip code 16 Mailing Zip+4 Characters(4) No Must be 4 digits, if provided 17 Customer Tax ID Characters(9) Yes* *Only Required if customer is nonresidential. Must be in NNNNNNNNN format. 18 Customer Tax Status Characters(1) Yes* *Only Required if customer is nonresidential. Must be "C" - Corporate, "P" - Partnership, "I" - Proprietorship, or "E" - Exempt. 19 Service Address Characters(64) Yes 20 Service City Characters(30) Yes 21 Service State Characters(2) Yes Must be a valid 2-character state code 22 Service Zip Characters(5) Yes Must be a valid 5-digit zip code 23 Service Zip+4 Characters(4) No Must be 4 digits, if provided 24 Contractor First Name Characters(25) Yes 25 Contractor Last Name Characters(25) No 26 Contractor Mail Address Characters(64) Yes 27 Contractor Mail City Characters(30) Yes 28 Contractor Mail State Characters(2) Yes Must be a valid 2-character state code 29 Contractor Mail Zip Characters(5) Yes Must be a valid 5-digit zip code 30 Contractor Mail Zip+4 Characters(4) No Must be 4 digits, if provided 31 Contractor Phone Characters(20) No If included, must be in NNN-NNN- NNNN format. 32 Contractor License No Characters(15) Yes 33 Contractor Tax ID Characters(9) Yes Must be in NNNNNNNNN format. 34 Contractor Tax Status Characters(1) Yes Must be "C" - Corporate, "P" - Partnership, "I" - Proprietorship, or "E" - Exempt. 35 ARI Number Characters(30) * *QI - This field is required only if NEW Unit is Yes - existing system QM - NO 36 Coil Characters(30) No 37 Condenser Characters(30) Yes* *This field is required only if ARI Number is not provided. 38 Condenser Manufacturer Characters(30) Yes 39 New Unit Characters(1) * *This field is required. Must be Y - Yes, or N - No. Must be Y when measure is T319 - QI. - This field is required for Test-In and Test-out. The new unit Y should be the same for the test-out and test-in application. We can t have NO for QM Test-in. 40 Tons Number(3,2) Yes For Res, must be between 1.5 and 7 tons. For Non-Res, must be between 1.5 and 7 tons. Must be in N.NN format Page 19

20 Field Field Description Data Type Required Comments Number 41 SEER Number(7,2) Yes* Only required if New Unit is YES. Must be >=13 SEER for packaged and split 42 EER Number(7,2) Yes* Only required if New Unit is YES. 43 System Characters(1) Yes Must be a valid System Code. S = Split, P = Packaged 44 Furnace Output Number(12,2) No 45 Duct Leakage Test Method Number(2) Yes Must be 1 - Total Leakage, or 2 - Leakage to Outside. 46 Initial Leakage Number(10,6) Yes* *This field is required only if the Measure is T317. Must be Total Leakage % or Leakage to Outside in cfm. 47 Final Leakage Number(10,6) Yes* *This field is required only if the Measure is T318 or T319. Must be Total Leakage % or Leakage to Outside in cfm. 48 Achieved Leakage Reduction Number(10,6) Yes* *This field is required only if the Measure is T318 or T319. Must be the difference between Initial Leakage and Final Leakage. 49 NGAT Performed Characters(1) Yes Natural Gas Appliance Test (NGAT) Test Performed Y or N 50 Test Date Date Yes Must be in YYYY-MM-DD format. 51 Measure Code Characters(5) Yes Allowable measure codes are: T317 - Test-in T318 - Test-out plus SEAL Level I T319 - Test-out plus SEAL Level II (QI Program) Specify only the four-character measure code not the description in the data file. T319 will be considered QI New unit should be YES and the corresponding T317 should also be YES for new unit. 52 Cost of Sealing Number(7,2) Yes* *This field is required only if the Measure is T318 or T System Location Characters(50) No 54 Vendor Trans ID Characters(30) No Vendor generated ID number for tracking. 55 Application Notes Characters(500) No Optional notes regarding rebate application. 56 Site Notes Text No Optional notes regarding installation site. Page 20

21 4.4.2 QI and QM Refrigerant Charge and Airflow Program Manager: Ravi Patel Changes for 2010: Both DTS and RCA are being incorporated as parts of larger Quality Installation and Quality Maintenance Programs. A new, required field for New Equipment needs to be added to distinguish between QI and QM. Field Field Description Data Type Required Comments Number 1 Site Type Characters(20) Yes Must be Residential or Non Residential 2 Electrical SA ID Characters(10) No Must be 10-digit Electric service account ID 3 Meter Number Characters(30) Yes See attachment for Smart Meter 4 Site Unit Number Characters(3) Yes A unique identifier for multi-unit sites with a single Service Account ID or service address. 5 Customer Name or Business Name Characters(20) Yes Name of customer who receives utility bill. If business name is > 20 characters, put additional characters in Customer Name 2 field 6 Customer Name 2 Characters(30) No Additional space for name of customer who receives utility bill 7 Customer Phone Characters(20) Yes Must be in NNN-NNN-NNNN format. 8 Service Address Characters(64) Yes 9 Service City Characters(30) Yes 10 Service State Characters(2) Yes Must be a valid 2-character state code 11 Service Zip Characters(5) Yes Must be a valid 5-digit zip code 12 Service Zip+4 Characters(4) No Must be 4 digits, if provided 13 Contractor First Name 14 Contractor Last Name 15 Contractor License Number 16 Measurement Method Characters(25) Characters(25) Characters(15) Page 21 Yes No Yes Number(2) Yes "1" = Sub-cooling/Temp. Split "2" = Sub-cooling/Direct Airflow "3" = Superheat/Temp. Split "4" = Superheat/Direct Airflow 17 AC Model Number Characters(30) Yes 18 Unit Size Number(3,2) Yes Must be in Tons. Must be in N.NN format For Non Res applications, size must be between 1.5 and 60 tons. For Res applications, size must be between 1.5 and 5.5 tons 19 Unit Type Characters(20) Yes Must be one of: Air Conditioner Heat Pump

22 Field Field Description Data Type Required Comments Number 20 TXV Characters(1) Yes Must be Y - Yes, or N - No If not applicable, specify N. 21 Outside Temperature Number(4,1) Yes Must be in Degrees Fahrenheit. Must be in NNN.N format 22 Stamped Charge Number(6,2) Yes Must be in OZ. Must be in NNNN.NN format 23 Refrigerant Charge Correction Number(6,2) Yes Must be in OZ. Must be in NNNN.NN format. Positive or negative values. 24 Percent Charge Number(3) Yes Must be an integer from -100 through Airflow Repair Characters(1) Yes Must be Y - Yes, or N - No 26 Airflow Test Characters(1) Yes Must be P - Pass, or F - Fail 27 Service Performed (Type) Characters(20) Yes Must be one of the following (case sensitive): Test In Test Out Test In/Test Out 28 Vintage Code Characters(3) Yes Must be a valid 2- or 3-character Vintage Code 29 Building Code Characters(3) Yes Must be a valid 3-character Building Code 30 Coil Cleaning Characters(2) No Must be Y - Yes, or N - No 31 Test Date Date Yes Must be in YYYY-MM-DD format. 32 System Location Characters(50) Yes* Required only for Non Residential applications 33 Vendor Trans ID Characters(30) No 34 Application Notes Characters(500) No Optional notes regarding rebate application 35 Site Notes Text No Optional notes regarding measure installation site 36 ARI Number Characters(30) Yes* *This field is required only if NEW Unit is Yes 37 SEER Number(7,2) Yes* *Only required if New Unit is YES. Must be >=13 SEER 38 EER Number(7,2) Yes* * This field is required only if New Unit is YES. 40 New Unit Characters(2) Yes Must be Y - Yes, or N No This info should be required for Test-In and Test Out apps. The new unit Y or N should be the same for the test-out and test-in application. We can t have NO for Test-in and YES for Test-out. YES indicates a QI job. Page 22

23 Section 5 Diagnostic Testing Methods 5.0 PROGRAM DIAGNOSTIC TESTING METHODS FOR DTS There are three acceptable fan pressurization testing methods available to test duct leakage and gather the required data to be presented to Enalasys for incentive payment. Flow hoods that have a published accuracy of plus or minus 7% can be used, as well as the two acceptable fan pressurization methods as described below in Paragraphs 5.2 and ACCURACY OF DUCT TESTING EQUIPMENT Duct pressurization test equipment must be accurate and certified by the equipment manufacturer to have a variation of no greater than plus or minus 3 percent. Pressure measurements made for the purpose of recording duct leakage flows shall be made with measurement systems having an accuracy certified by the equipment manufacturer to be no greater than plus or minus.2 Pascal s. Equipment calibration will be documented and recorded by the contractor as prescribed by the associated equipment manufacture. Records of equipment calibration checks will be subject to random inspections by Enalasys. Refusal or failure to present the required calibration documentation could result in removal from participation in this program. 5.2 TOTAL DUCT LEAKAGE TEST METHOD 1 The total duct leakage shall be determined by pressurizing both the supply and return ducts to a pressure of 25 Pascal s. This procedure shall be used for the fan pressurization test. 2 Verify that the air handler, supply and return plenums and all the connectors, transition pieces, duct boots and registers are installed. The entire duct system must be included in the total leakage test. 3 Seal all the supply and return registers. 4 Attach the fan flow meter device to the largest and least restricted return grill. If attachment is not feasible because of return grill location, the fan flow meter device may be connected to the fan compartment of the forced air unit. 5 Place a static pressure probe at the nearest supply register to the forced air unit. 6 Open the house sufficiently to equalize the pressure between the inside of the house and the outdoors. 7 Adjust the fan flow meter to produce a 25 Pascal difference between the duct system pressure and the outdoors pressure reading. 8 Record the flow through the flow meter. This is the duct leakage flow in cubic feet per minute at 25 Pascal s. 5.3 DUCT LEAKAGE TO OUTSIDE TEST METHOD This alternate test can be used at the discretion of the Contractor when duct systems are located largely in inaccessible areas of the home, and Contractor has proven through diagnostic and/or visual inspection to the satisfaction of Enalasys that the duct leakage flow reduction equipment needed to reach the total leakage reduction target for the test above is located in inaccessible area(s). Page 23

24 1) Seal all the supply registers and return grills. 2) Attach the fan flow meter device to the largest and least restricted return. If attachment is not feasible because of return grill location, the fan flow meter device may be installed at the fan compartment of the forced air unit. 3) Install a static pressure probe at the nearest supply register to the forced air unit. 4) Attach a blower door to an external doorway. 5) Keep all doors and windows to outside in the house closed. 6) If any ducts are located in an unconditioned basement, all doors or accesses between the conditioned space and the basement shall be closed, and at least one operable door or window (if it exists) between the basement and outside shall be opened during the test. 7) If the ducts are located in a conditioned basement, any door between the basement and the remaining conditioned space shall be opened, and any basement doors or windows to outside must be closed during the test. 8) Adjust the blower door fan to provide 25 Pascal s pressure difference between the conditioned space and outside. 9) Adjust the fan flow meter to maintain zero pressure between the ducts and the conditioned space while keeping the blower door fan at 25 Pascal s pressure difference between the conditioned space and outside. 10) Record the flow through the fan flow meter. This is the duct leakage to outside in cubic feet per minute at 25 Pascal s. 5.4 PROGRAM DIAGNOSTIC TESTING METHODS AND REQUIREMENTS FOR RCA The instrumentation for the diagnostic measurements shall conform to the following specifications: PRESSURE MEASUREMENTS All pressure measurements shall be measured with measurement systems (i.e., sensor plus data acquisition system) having an accuracy of ± 0.2 Pa. All pressure measurements within the duct system shall be made with static pressure probes FAN FLOW MEASUREMENTS All measurements of distribution fan flows shall be made with measurement systems (i.e., sensor plus data acquisition system) having an accuracy of ± 7% reading or ± 5 cfm whichever is greater. 5.5 LEAK INSPECTION AND CORRECTION If an air conditioner has a substantial leak, refrigerant charge correction will not result in long-term improvement in its efficiency unless leaks are fixed. Therefore, prior to performing any charge correction it is necessary to perform a leak inspection. An electronic leak detector shall be used to inspect the system for leaks prior to Page 24

25 performing charge correction. In addition to using an electronic leak detector, visual inspecting for oily areas that could indicate leaks should be performed. Leaks at Schrader valves can be mitigated by tightening the valve core. If the valve still leaks after being tightened, the valve core should be replaced. Schrader valve cores should always be inspected for tight cores. If system leaks are found that cannot be corrected through Schrader valve maintenance, and the refrigerant charge is low, then the leaks should be repaired prior to correcting the refrigerant charge. Valve caps with secondary seals should be placed securely over both Schrader valves at the completion of all refrigerant charge verification. Locking caps are not a requirement under the program and are installed at the customer s expense. 5.6 RCA APPROACH The following performance criteria will determine if a unit qualifies for a utility incentive: Design airflow shall be 400 Cfm per ton (based on condenser capacity), unless the Certified Contractor provides manufacturer documentation otherwise Certified Contractor will enter the sub cool / superheat / approach targets as appropriate into the Enalasys software, based on manufacturer recommendations Actual sub cool within 3 F / superheat within 5 F / of the target, unless the Certified Technician provides manufacturer documentation otherwise. The following limitations apply to verification of the charging system: Charging system test-outs must be done while the unit is operating in Cooling Mode and the outdoor ambient temperature is at or above 55 F. 5.7 REFRIGERANT CHARGE MEASUREMENTS, NON-TXV METERING DEVICES The following steps describe the processes already programmed into the ChargeRite that the software performs to determine if the system being tested meets the respective programs refrigerant charge requirements. 1. This test can be performed if the condenser air entering temperature is greater than 55 F. If the condenser air entering temperature is between 55 F and 65 F, establish a return air dry bulb temperature in plenum sufficiently high that the return air dry bulb temperature will be not less than 70 F prior to the measurements at the end of the 15-minute period in step Turn the cooling system on and let it run for 15 minutes to stabilize temperatures and pressures before taking any measurements. While the system is stabilizing, proceed with setting up the temperature measurements. 3. Connect the refrigerant gauge manifold to the suction line service valve. 4. Attach a temperature sensor to the suction line near the suction line service valve. Be sure the sensor is in direct contact with the line and is well insulated from air temperature. Page 25

26 5. Attach a temperature sensor to measure the condenser (entering) air dry-bulb temperature. The sensor shall be placed so that it records the average condenser air entering temperature and is shaded from direct sun. 6. Be sure that all cabinet panels that affect airflow are in place before taking measurements. The temperature sensors shall remain attached to the system until the final charge is determined. 7. If using wet-bulb temperature sensor, place wet-bulb temperature sensor in distilled water to ensure it is saturated when needed. Do not get the dry bulb temperature sensors wet. 8. Insert the dry-bulb temperature sensor in the supply plenum at the center of the airflow. 9. At 15 minutes when the return plenum temperatures have stabilized, using the temperature sensors already in place, measure and record the return (evaporator entering) air dry-bulb temperature (Treturn, db) and the return (evaporator entering) air wet-bulb temperature (Treturn, wb), or, if a relative humidity sensor is being used, the return air relative humidity. 10. Using the dry-bulb temperature sensor already in place, measure and record the supply (evaporator leaving) air dry-bulb temperature (Tsupply, db). 11. Using the refrigerant gauge already attached, measure and record the evaporator saturation temperature (Tevaporator, sat) from the low side gauge. 12. Using the dry-bulb temperature sensor already in place, measure and record the suction line temperature (Tsuction, db). 13. Using the dry-bulb temperature sensor already in place, measure and record the condenser (entering) air dry-bulb temperature (Tcondenser, db). 5.8 REFRIGERANT CHARGE CALCULATIONS, NON-TXV METERING DEVICES The following steps describe the processes already programmed into the ChargeRite that the software performs to determine if the system being tested meets the respective programs refrigerant charge requirements. If a system fails, then remedial actions must be taken. If the refrigerant charge is changed and the airflow has been previously tested using the temperature split method and shown to pass, then the airflow shall be re-tested. For the RCA measure as part of the QI or QM protocol, if the temperature split method is used to verify airflow, both the airflow and charge must be re-tested until they both sequentially pass. If direct airflow measurement methods are used, the airflow tests do not need to be repeated. If the initial refrigerant charge and airflow do not pass then the system is eligible and qualifies for the test out incentive which will entail a final pass including taking reasonable steps to fix the airflow but an airflow pass is not mandatory if the refrigerant test passes for the Charge Correction with the 5 step airflow Page 26

27 enhancement acknowledgement incentive as long as at least one of the 5 steps to attempt to enhance the airflow have been taken or acknowledged. The five steps involving customer education include cleaning/change the filter, open registers, clear obvious obstructions, clean coil, and increase fan speed. As long as these steps are attempted the charge test out read would be a pass. This tune-up would also include cleaning or changing the filter, cleaning of indoor coils (if accessible without disassembling the air handler), cleaning the outdoor coil, cleaning and straightening the indoor coil fins and outdoor fan blades, lubricate if needed, and check drive belts (if used) for wear and proper tension. After the tune up work has been performed, the Refrigerant charge will be adjusted and checked; all leaks fixed and the system will be recharged if the refrigerant is low. Test the air temperature between air return and supply for proper temperature drop. 1. Calculate Actual Superheat as the suction line temperature minus the evaporator saturation temperature. 2. Actual Superheat = Tsuction, db Tevaporator, sat. 3. If a relative humidity sensor was used at the return air plenum, calculate the return air wet bulb temperature (Treturn, wb) using a psychometric chart. 4. Determine the Target Superheat using 2008 Table RD-2 (reproduced and inserted at the end of this Field Manual) or equivalent using the return air wetbulb temperature (Treturn, wb) and condenser air dry-bulb temperature (Tcondenser, db). 5. When superheat target value is in the dashed section of the superheat chart, the target will be 5 F, and a passing test will require the actual superheat to be between 5-8 F. Where no superheat target value is set (off the chart) the test cannot be performed. 6. Calculate the difference between actual superheat and target superheat (Actual Superheat Target Superheat) 7. If the difference is between ± 5 F, then the system passes the required refrigerant charge criteria. 8. If the difference is greater than plus 5 F, then the system does not pass the required refrigerant charge criteria and the installer shall add refrigerant. After the refrigerant has been added, turn the system on and allow it to stabilize for 15 minutes before completing the measurement procedure again. Adjust refrigerant charge and repeat the measurement procedure as many times as necessary to pass the test. Record the amount of refrigerant added. 9. At 12 minutes, insert a dry-bulb temperature sensor and a wet-bulb temperature sensor into the return plenum at the center of the airflow. If a relative humidity sensor is being used instead of a wet bulb temperature sensor, then the relative humidity sensor should be placed as close as possible to the dry-bulb temperature sensor. Page 27

28 10. If the difference is less than minus 5 F, then the system does not pass the required refrigerant charge criteria, the installer shall remove refrigerant. After the refrigerant has been removed, turn the system on and allow it to stabilize for 15 minutes before completing the measurement procedure again. Adjust refrigerant charge and repeat the measurement as many times as necessary to pass the test. 5.9 REFRIGERANT CHARGE MEASUREMENTS, TXV METERING DEVICES The following steps describe the processes already programmed into the ChargeRite that the software performs to determine if the system being tested meets the respective programs refrigerant charge requirements. 1. Turn the cooling system on and let it run for 15 minutes to stabilize temperatures and pressures before taking any measurements. While the system is stabilizing, proceed with setting up the temperature measurements. 2. Record the target subcooling listed on the AC unit. 3. Connect the refrigerant gauge manifold (and pressure transducers, if used) to the service valves. 4. Attach a temperature sensor to the liquid line after the condenser and before the TXV. Be sure the sensor is in direct contact with the line and is well insulated from air temperature. 5. Attach a temperature sensor to the suction line near the suction line service valve. Be sure the sensor is in direct contact with the line and is well insulated from air temperature. 6. Attach a temperature sensor to measure the condenser (entering) air dry-bulb temperature. The sensor shall be placed so that it records the average condenser air entering temperature and is shaded from direct sun. 7. Be sure that all cabinet panels that affect airflow are in place before making measurements. The temperature sensors shall remain attached to the system until the final charge is determined. 8. If the temperature split method is being used to verify airflow, place wet-bulb temperature sensor in water to ensure it is saturated when needed. Do not get the dry bulb temperature sensors wet. If a relative humidity sensor is being used to calculate the wet bulb temperature, this step may be skipped. 9. Insert the dry-bulb temperature sensor in the supply plenum at the center of the airflow. 10. Insert a dry-bulb temperature sensor and a wet-bulb temperature sensor into the return plenum at the center of the airflow. If a relative humidity sensor is being used instead of a wet bulb temperature sensor, then the relative humidity sensor should be placed as close as possible to the dry-bulb temperature sensor. 11. At 15 minutes when the return plenum temperatures have stabilized, using the temperature sensors already in place, measure and record the return (evaporator Page 28

29 entering) air dry-bulb temperature (Treturn, db) and the return (evaporator entering) air wet-bulb temperature (Treturn, wb), or, if a relative humidity sensor is being used, the return air relative humidity. 12. Using the dry-bulb temperature sensor already in place, measure and record the supply (evaporator leaving) air dry-bulb temperature (Tsupply, db). 13. Using the refrigerant gauge already attached, measure and record the evaporator saturation pressure (Pevaporator, sat) from the low side gauge. 14. Using the refrigerant gauge already attached, measure and record the liquid line saturation pressure (Pcondenser, sat) from the high side gauge. 15. Using the dry-bulb temperature sensor already in place, measure and record the liquid line temperature (Tliquid, db). 16. Using the dry-bulb temperature sensor already in place, measure and record the suction line temperature (Tsuction, db). 17. Using the dry-bulb temperature sensor already in place, measure and record the condenser (entering) air dry-bulb temperature (Tcondenser, db) REFRIGERANT CHARGE CALCULATIONS, TXV METERING DEVICES The following steps describe the processes already programmed into the ChargeRite that the software performs to determine if the system being tested meets the respective programs refrigerant charge requirements. The following steps describe the calculations used to determine if the system is adequately charged. If a system fails charge test, then remedial actions must be taken. If the refrigerant charge is changed and the airflow has been previously tested using the temperature split method and shown to pass, then the airflow shall be retested. For the QI and QM protocol, if the temperature split method is used to verify airflow, both the airflow and charge must be re-tested until they both sequentially pass. If direct airflow measurement methods are used, the airflow tests do not need to be repeated. If the initial refrigerant charge and airflow do not pass the initial Test-in then the system is eligible and qualifies for the Test-out incentive which will entail a final pass including taking reasonable steps to fix the airflow but an airflow pass is not mandatory if the refrigerant test passes for the Charge Correction with the 5 step airflow enhancement acknowledgement incentive as long as at least one of the 5 steps to attempt to enhance the airflow have been taken or acknowledged. The five steps involving customer education include cleaning/change the filter, open registers, clear obvious obstructions, clean coil, and increase fan speed. As long as these steps are attempted the charge test out read would be a pass. This tune-up would also include cleaning or changing the filter, cleaning of indoor coils (if accessible without disassembling the air handler), cleaning the outdoor coil, cleaning and straightening the indoor coil fins and outdoor fan blades, lubricate if needed, and check drive belts (if used) for wear and proper tension. After the tune up work has been performed, the Refrigerant charge will be adjusted and checked; all Page 29

30 leaks fixed and the system will be recharged if the refrigerant is low. Test the air temperature between air return and supply for proper temperature drop. 1. Using the liquid line pressure (Pcondenser), determine the condenser saturation temperature (Tcondenser sat) from the refrigerant chart. 2. Calculate Actual subcooling as the condenser saturation temperature minus the liquid line temperature. 3. Actual subcooling= Tliquid, db Tcondenser, sat. 4. If a relative humidity sensor was used at the return air plenum, calculate the return air wet bulb temperature (Treturn, wb) using a psychometric chart. 5. Calculate the difference between actual subcooling and target subcooling (Actual Subcooling Target Subcooling) 6. If the difference is between minus 3 and plus 3 F, then the system passes the required refrigerant charge criteria. 7. If the difference is greater than plus 3 F, then the system does not pass the required refrigerant charge criteria and the installer shall add refrigerant. After the refrigerant has been added, turn the system on and allow it to stabilize for 15 minutes before completing the measurement procedure again. Adjust refrigerant charge and repeat the measurement procedure as many times as necessary to pass the test. Record the amount of refrigerant added/removed. 8. If the difference is less than minus 3 F, then the system does not pass the required refrigerant charge criteria, the installer shall remove refrigerant. After the refrigerant has been removed, turn the system on and allow it to stabilize for 15 minutes before completing the measurement procedure again. Adjust refrigerant charge and repeat the measurement as many times as necessary to pass the test TEMPERATURE SPLIT AIRFLOW VERIFICATION The temperature split test method is designed to provide an efficient check to see if airflow is above the required minimum for a valid refrigerant charge test. The following steps describe the calculations that the calculations software must perform using the measurement procedure described in this manual. When a system fails, then remedial actions must be taken. If the airflow is changed and the refrigerant charge has previously been tested and shown to pass, then the refrigerant charge shall be re-tested. Both the airflow and charge must be re-tested until they both sequentially pass for the RCA measure as part of the Quality Installation and Quality Maintenance protocol. If direct airflow measurement methods are used, the airflow tests do not need to be repeated. If the initial refrigerant charge and airflow do not pass on the Test-in (after the coil cleaning) then the system is eligible for the RCA Test-out incentive, which entails a RCA final pass; including taking reasonable steps to fix the airflow. However, an airflow pass is not mandatory if the Charge Correction passes the refrigerant test and Page 30

31 the action is taken to indicate one of the following processes was performed to enhance airflow. AIRFLOW CORRECTIVE STEPS: 1. Clean or replace filter. 2. Clean indoor evaporator coil (if easily accessible). 3. Open all registers (and educate the customer explain on the benefits of keeping the registers open at all times). 4. Ensure blower speed is set on high or high air conditioning speed. 5. Repair or clear any obvious and easily accessible duct kinks, blockages, restrictions, loose connections or other easily identifiable problems that would lead to restricted airflow. If these actions do not result in adequate airflow, the technician must inform the customer that their airflow is low. Based on technician s or comfort advisor s judgment he must either correct, recommend an investment in the appropriate additional repairs to correct the airflow (i.e. cleaning the blower, cleaning the indoor coil, modifying the duct system, adding or removing refrigerant). If the Contractor does not perform at least 1 of the 5 airflow corrective steps and the temperature split does not meet the program criteria, the Contractor will only receive the Test-in only incentive. This tune-up would also include cleaning or changing the filter, cleaning of indoor coils (if accessible without disassembling the air handler), cleaning the outdoor coil, cleaning and straightening the indoor coil fins and outdoor fan blades, lubricate if needed, and check drive belts (if used) for wear and proper tension. After the tune up work has been performed, the Refrigerant charge will be adjusted and checked; all leaks fixed and recharge the system if the refrigerant is low. Test the air temperature between air return and supply for proper temperature drop. 1. The ChargeRite laptop calculates the Actual Temperature Split as the return air dry-bulb temperature minus the supply air dry-bulb temperature. (Actual Temperature Split = Treturn, db - Tsupply, db) 2. Determine the Target Temperature Split from 2008 Table RD-3 (reproduced and inserted at the end of this Field Manual) or equivalent using the return air wetbulb temperature (Treturn, wb) and return air dry-bulb temperature (Treturn, db). 3. If a dash mark is read from 2008 Table RD-3, then there probably was an error in the measurements because the conditions in this part of the table would be extremely unusual. If this happens, re-measure the temperatures. If remeasurement results in a dash mark, complete one of the alternate airflow measurements in Section below. 4. Calculate the difference between target and actual temperature split (Actual Temperature Split- Target Temperature Split). If the difference is within plus 3 F and minus 3 F, then the system passes the adequate airflow criteria. Page 31

32 5. If the difference is greater than plus 3 F, then the system does not pass the adequate airflow criteria and the airflow shall be increased by the installer. Increasing airflow can be accomplished by eliminating restrictions in the duct system, increasing blower speed, cleaning filters, or opening registers. After corrective measures are taken, repeat measurement procedure as often as necessary to establish adequate airflow range. Allow system to stabilize for 15 minutes before repeating measurement procedure. 6. If the difference is less than minus 3 F, then the measurement procedure shall be repeated making sure that temperatures are measured at the center of the airflow. 7. If the re-measured difference is between plus 3 F and minus 3 F the system passes the adequate airflow criteria. If the re-measured difference is less than minus 3 F, the system passes, but it is likely that the capacity is low on this system (it is possible, but unlikely, that airflow is higher than average) ENALASYS CHARGERITE SYSTEM TRAINING MANUAL INTRODUCTION The ChargeRite System developed by Enalasys uses state of the art HVAC diagnostic technology to help HVAC technicians diagnose whether or not an air conditioning unit is operating with the proper amounts of refrigerant and airflow across the evaporator COMPONENTS The ChargeRite System has three main components: 1) Base Station. The Base Station consists of a Laptop Computer, portable color Printer and a Radio Receiver. 2) Air Handler Data Collection Unit (AHDCU). The AHDCU consists of two probes on a single harness that connects to a Radio Frequency Data Collection Unit. Page 32

33 3) Pressure Data Collection Unit (DCU). The Condenser Data Collection unit consists of two pressure sensor hoses on a single harness, connected to a Radio Frequency Data Collection Unit SENSOR SETUP 1. The first step is to insert a fully charged battery into the DCU as depicted below. A green light should flash at the front of the DCU, indicating the DCU has been activated. Please note, batteries must be charged for DCU s to operate effectively. So always make sure the batteries are charged before going to the job site. It is recommended that batteries be placed on the charger at the end of each day. Green Light 2. Now attach the probe harness to the AHDCU by screwing the connector to the back of the DCU. 3. Repeat the same procedure for the outside module. Attaching the harness to the DCU module LAPTOP SETUP Prior to turning your laptop on make sure your radio module is plugged into your laptop, leave it connected at all times. Page 33

34 PROBE SETUP To begin probe setup, first drill two 1/2 holes, one on the return plenum and one on the supply plenum. Now insert the probes, making sure the probes are positioned in the middle of the airflow. It is important that the probes remain secured for the duration of the test PRESSURE DCU SETUP Attach the pressure sensors to the outside condenser unit. With the red hose connecting to the liquid line port and the blue hose to suction line port. Attach the red temperature sensor onto the suction line and the blue sensor onto the liquid line, make sure to secure a double wrap of insulation tape on each of these sensors to insulate them from the surrounding air. The green temperature sensor is used to measure the ambient air, place the sensor away from the condensing unit and in the shade. The yellow temperature sensor measures the air as it crosses over the condenser coil fins as it goes into the condensing unit. Attach to the outside of the condenser. Make sure this sensor stays in the shade DIRECT AIRFLOW MEASUREMENT Direct airflow measurements may be performed independent of the refrigerant charge tests, i.e., these measurements are not dependent on verifying that the refrigerant charge is correct. Page 34

35 Direct airflow measurements can be accomplished using one of the following methods. The preferred method uses the Enalasys Flow Hood which has an accuracy of ± 7% reading or ± 5 cfm whichever is greater. Another preferred method uses the Flow Grid, as its accuracy has been established. However, other methods are acceptable, including the fan flow meter, provided they meet the accuracy requirements specified in Section 1.6. Whichever method is used the data must be entered into the calculations software and the technician must use the output to determine if proper airflow has been achieved. The system passes the airflow verification test if the measured fan flows, measured using one of the following methods, and is greater than 350 cfm/ton for a dry or wet coil. The wet coil criteria shall be used if the air conditioner is operating and conditions are such that the coil is wet. Otherwise the dry coil criteria shall be used DIAGNOSTIC FAN FLOW USING FLOW GRID MEASUREMENT The fan flow measurement shall be performed using the following procedures: 1. With the system fan on at the maximum speed used in the installation (usually the cooling speed when air conditioning is present) measure the pressure difference (in Pascal) between the supply plenum and the conditioned space (Psp). If there is no access to the supply plenum, then place the pressure probe in the nearest supply duct. Adjust the probe to achieve the highest pressure and then firmly attach the probe (e.g., with duct tape) to ensure that it does not move during the fan flow test. 2. The flow grid shall be attached at a point where all the fan air flows through the flow grid. 3. Re-measure the system operating pressure with the flow grid in place. 4. Measure the air flow through the flow grid (Qgrid) and the test pressure (Ptest). 5. The following equation for air handler flow shall be used to correct flow through the flow grid and pressure (Qgrid and Ptest) to operating condition at operating pressure (Psp). Qah = Qmax x (Psp/Ptest) ^ DIAGNOSTIC FAN FLOW USING FLOW CAPTURE HOOD Where specified by the program, the fan flow measurement must be performed using the following procedures; all registers shall be fully open, and the air filter shall be installed. Turn on the system fan at the maximum speed used in the installation (usually the cooling speed when air conditioning is present) and measure the fan flow at the return grille(s) with a calibrated flow capture hood to determine the total system return fan flow. The system fan flow (Qah, cfm) shall be the sum of the measured return flows. If there is leakage between the return grille(s) and the unit, the measured airflow may be less than the flow through the unit. The minimum airflow criteria for passing the airflow test are 350 cfm/ton for a dry or wet coil AIRFLOW MEASUREMENT USING PLENUM PRESSURE MATCHING The fan flow measurement must be performed using the following procedures: 1. If the fan flow meter is to be connected to the air handler outside the conditioned space, then the door or access panel between the conditioned space and the air handler location shall be opened. 2. With the system fan on at the maximum speed used in the installation (usually the cooling speed when air conditioning is present), measure the pressure Page 35

36 difference (in Pascal) between the supply plenum and the conditioned space (Psp). Psp is the target pressure to be maintained during the fan flow tests. If there is no access to the supply plenum, then place the pressure probe in the nearest supply duct. Adjust the probe to achieve the highest pressure and then firmly attach the probe (e.g., with duct tape) to ensure that it does not move during the fan flow test. Block the return duct from the plenum upstream of the air handler fan and the fan flow meter. Filters are often located in an ideal location for this blockage. 3. Attach the fan flow meter device to the duct system at the air handler. For many air handlers, there will be a removable section that allows access to the fan that is suitable for this purpose. 4. Turn on the system fan and the fan flow meter, adjust the fan flow meter until the pressure between supply plenum and conditioned space matches that of the Psp. 5. Record the flow through the flow meter (Qah, cfm) - this is the unit airflow. In some systems, typical system fan and fan flow meter combinations may not be able to produce enough flow to reach Psp. In this case record the maximum flow (Qmax, cfm) and pressure (Pmax) between the supply plenum and the conditioned space. The following equation shall be used to correct measured system flow and pressure (Qmax and Pmax) to operating condition at operating pressure (Psp). Air Handler Flow Qah = Qmax x (Psp/Pmax) ^ AIRFLOW REPAIR MINIMUM The contractor must follow and understand the airflow requirements for systems with low airflow. 1. All systems with low airflow must have the filter cleaned or replaced. 2. Have the registers opened 3. The blower speed check to ensure it is set at high speed. 4. Customers must be educated about removing any furniture or obstructions away from returns and register grills. 5. The technician must educate the home owner on recommendations of cleaning the blower, indoor coil, modifying the duct system, etc. 6. The technician must place certification stickers on the condenser and air handler provided by Enalasys, and 7. The technician must print out a third party quality control report and give it to the homeowner. This report should be reviewed with the homeowner as it explains the importance of correcting the low airflow problem. 8. After the initial refrigerant charge and airflow tests have been completed, the customer has chosen to have the correction made and charge and airflow have been corrected, the refrigerant charge test and the temperature split airflow test (if used) must be repeated. Data for these repeated tests must be collected as before. Page 36

37 Section 6 Quality Control Enalasys will provide an analysis to evaluate the work quality and to determine if program procedures are observed to assure the level of quality designed for the program are provided. The quality control activities include frequent database analysis and infield inspections. The database analysis focuses on detecting and correcting problems faster and more effectively on a large population of work vs. t field inspections. Through effective data analysis, and a random percentage of field inspections Enalasys will be able to reduce and focus on more problematic work areas. The required percentage of field inspections to provide the projected quality level is identified and determined by Enalasys and reviewed and approved by PACIFIC GAS & ELECTRIC In addition to the quality assurance activities revolving around the verification of service provided the PACIFIC GAS & ELECTRIC COMPANY program team also has the option of performing additional quality assurance activities, including field visits, phone calls, or other activities as deemed necessary by the program manager. PACIFIC GAS & ELECTRIC COMPANY or a third party representative may perform these activities. Enalasys must provide field indicator that a unit was tested. This indicator can take the form of a customer report, an identifying sticker, or a similar indicator to facilitate field quality control inspections by the contractor, Enalasys, or a third party quality assurance representative. Section 7 Data Analysis 7.0 Data collected by field technicians during charge and airflow verification tests are uploaded to a central server on a daily basis. This data must be reviewed by the verification service provider to ensure a high degree of confidence as part of the quality assurance package. A few suggested quality control checks are as follows: Verify that all data collected Adequate time to perform tests Calibration records up to date Reasonable measurements Test criteria met If problems are detected, then they should be investigated by the Contractor or designated representative reviewing uploaded work. This investigation can take several forms, but should involve the technician that performed the initial tests. Based on the technician reported data, the following corrective action may be necessary, i.e., additional training, increased field inspections, or decertification and removal of a technician or contractor from the program. 7.1 INSPECTION In addition to evaluation of the uploaded test data, Enalasys will conduct physically inspect on a percentage of job sites. The percentage of sites may be divided between a targeted population, based on database analyses, and random selection protocols. Page 37

38 Section 8 INSTALLATION Standards 8.0 Residential Duct Testing and Seal Specification, Title: Weatherization Installation Standards Duct Repair and Duct Sealing Standards, Author: RHA. Inc and serves as the Program Standards for Repair and Sealing work identified in this Manual. 8.1 Approved Tapes or mastics used in combination with aerosol sealing must meet the requirements set forth in Residential Duct Testing and Seal Specification, Title: Weatherization Installation Standards Duct Repair and Duct Sealing Standards, Author: RHA. Inc. Page 38

39 Section 9 Roles and Responsibilities 9.0 CONTRACTOR ROLES AND RESPONSIBILITIES In order to participate in the Program, the contractor must meet several requirements specified in this document, such as: field personnel qualifications, equipment, training, data collection, quality assurance, and reporting, as discussed below. 9.1 Licensing, Bonding, and Insurance Contractor is responsible for complying with all Federal, California and local laws and licensing requirements in order to ensure that all Duct Test and Seal work performed under the Program for which it receives an incentive meets the 2008 Title 24 Duct Repair and Seal Specifications. 9.2 Combustion Appliance Testing Contractor shall be responsible to indicate whether a natural gas test was required and to provide documentation for every job submitted for payment to PACIFIC GAS & ELECTRIC COMPANY certifying that a Natural Gas Appliance Test (NGAT) (minimum required test) was performed for all natural gas appliances in the home. See NGAT Appendix. 9.3 Marketing Program to PACIFIC GAS & ELECTRIC COMPANY Customers Enalasys and its Qualified Contractors/Technicians shall not use PG&E s corporate name, trademark, trade name, logo, identity or any affiliation for any reason, including, to solicit Customers to participate in the Program, without PG&E s prior written consent. The VSP and its Qualified Contractors and Technicians shall make no representations to their customers on behalf of PG&E. Note: The PG&E Smarter Energy Line (SEL) and the Business Customer Center (BCC) will be provided information to help educate callers about the benefits of QM services; however, the SEL or BCC will not market the names of any participating Contractors/Technicians to the public. If called by a customer, the SEL will confirm that a VSP and Contractor named by the customer are providing the services. 9.4 Verifying Program Eligibility The Contractor is responsible for certifying that all QI and QM work for which the contractor receives an incentive are performed on HVAC systems that meet the eligibility requirements described in the manual. Contractor is responsible for ensuring that before any QI and QM work is performed in a rental or leased property, that the Customer has obtained the owner s permission. Page 39

40 9.5 Invoicing Incentive payments will be based upon the receipt of a correct invoice. Invoices must be submitted to Enalasys through the eone Platform. All required fields must be completed in the specified format. In the event that the invoice data received from a Contractor contains errors, the invoice will be rejected and the Contractor will be requested to re-submit a corrected invoice for payment. In the event that the invoice data received from a VSP contains errors undiscovered prior to payment and these errors resulted in inappropriate customer and/or contractor payments, the VSP shall bear the cost of these payments. The VSP shall make all necessary payment corrections in a timely manner Contractor will be advised when job submissions are returned/rejected to them based on incomplete, inaccurate information, or duplicate information which needs action to be taken by the contractor. It is the contractor s responsibility to fix these errors. The work will remain in a rejected status for 15 business days before the work is defaulted to VOID. The contractor should take the following action to prevent correctable work from being voided by talking one of three actions: 1. Correct the incorrect data within 15 business days and re-submit work for payment to the utility, or 2. Place the job in the Contractor Pending status until time is available to investigate or correct information which may then be invoiced, or 3. If the job is not valid and should to be removed it should be given a VOID status so it is removed from the valid work status records. Page 40

41 Section 10 Required Reports 10.0 GENERAL REPORTING To request an incentive payment, the contractor must upload his test within seven days of work being completed. In order to protect the confidentiality of Customer information, all electronic reporting and invoicing must be reported on the eone Platform provided by Enalasys DETAILED PROGRAM REPORT REQUIREMENTS The reports described below shall be submitted on the eone Platform and shall serve as the invoice to Enalasys for incentive claimed by the contractor for verified QI and QM RCA and DTS work performed MASTER INVOICE The Customer Master Invoice shall include the following: Reporting and Promotion Period Contractor contact Information, including contact, address, phone, , and fax, as well as tax ID and tax status. Building structure type Single Family Duplex, Triplex, and Quadplex) Condominium Manufactured home Multifamily Small Business PG&E Electric Meter Number Customer or Business First Name Customer or Business Last Name Customer or Business Phone Number Service Address 1 Service City Service State Service Postal Zip Code Contractor First Name Contractor Last Name Contractor License Number SEER EER Model number or ARI number for new air conditioner or heat pump Quality Installations Condenser Coil Tonnage of the outdoor unit (s) as rated by the manufacturer for the central AC or Heat Pump submitted for incentive payment. Rated furnace output in Kbtuh for heating system only applications. Type of diagnostic duct leakage test method used for the central AC or Heat Pump duct system submitted for incentive payment. Total Leakage, or Leakage to Outside Page 41

42 Initial Total Leakage in cfm at 25 Pascal s when Total Leakage Test is used. Initial Total leakage in percent of the calculated total system fan flow when Total Leakage Test Method is used. Final Total Leakage in percent of the calculated total system fan flow when Total Duct Leakage Test Method is used. Achieved Duct Leakage reduction in % of total fan flow for the duct test method used. Natural Gas Appliance Test Performed Yes/No Test Date Type of Incentive Claimed (Coil cleaning Test-in and/or RCA and Testout) Quantity (Number of duct systems per location) Incentive Amount Total Invoiced Enalasys may request additional information from the Contractor to monitor program performance or for regulatory compliance. Page 42

43 Post NGAT TEST GUIDELINE Consult the WIS Manual for the complete NGAT procedure. Appliance Visual Inspection: Refer to the NGAT Action Guidelines Document. USING THE NGAT ACTION GUIDELINES MAKE SURE TO USE THE POST NGAT OWNER OR POST NGAT RENTER PAGE DEPENDING ON THE HOME BEING SERVED. CHECK ALL ITEMS ON THE LEFT HAND SIDE OF THE LIST. IF AN ITEM IS FOUND, REFER TO THE COLUMN HEADINGS AND TAKE ACTION AS INDICATED BY THE X MARKED BOXES. EXAMPLE: IF A NON-OPERABLE FURNACE AND/OR WATER HEATER IS FOUND IN AN OWNER OCCUPIED DWELLING CALL FOR A GSR, INSTALL NIM MEASURES, AND COMPLETE THE REPAIR AND REPLACEMENT ASSESSMENT FORM. ROOM AMBIENT CO READ Locate all gas appliances. Turn the thermostat down or off; note the as found setting. Open all interior doors. Close FAF/AWH closet door(s) and fireplace damper. Close all exterior doors and windows and turn off all exhaust fans. Zero the Monoxer outside. Inside Ambient read is taken as close to the center of the home as possible, at least 10 away from any supply registers or gas appliances, and about 6 above the floor. A reading of 10 ppm or more is a fail. Continue on with all remaining phases of the Post NGAT. CO APPLIANCE AMBIENT READINGS Set home up in worst case scenario. 1. Is there a FAF? If yes, close all interior room doors between the registers and the cold air return. Close FAF/AWH closet doors. 2. All exhaust fans that can affect the operation of the appliance being tested must be turned on. This includes dryers exhausted outside and FAF fans. 3. When testing is performed in an unconditioned garage, the door leading into the living area shall be opened to the living space. Note: Garage door shall remain closed for all CO tests taken in the living space. Appliance Ambient Reads Turn on only the appliance being tested and let it warm up before reads are taken. Warm up time is 5 minutes for all appliances except cook top burners, which are 1 minute. Begin with the heating appliance, test the range/oven last. 1. Wall Heaters / Floor Furnaces / Room Heaters (Including Room Heaters or Incinerators built into older ranges Appliance Ambient reads will be taken in the atmosphere above the draft diverter. Space heaters fail if this reading is higher than the Room Ambient CO read. Note: on warm up counter flow wall heater burner(s) shall be inspected for interference when air handler comes on. 2. Ducted Furnaces (FAF s & Gravity Heaters) Appliance Ambient reads will be taken inside the supply register nearest the appliance. Appliance fails if this reading is higher than the Room Ambient CO read. On warm up check burner flame for interference when air handler comes on. NGAT Guideline Rev. 4/20/06 Page 43

44 3. Water Heaters-Ambient read taken above and around top of tank. Water Heater fails if this reading is10ppm or more. 4. Cook top (all cook top burners shall be turned on at the same time, with ovens and broilers off) Read will be taken in the center of the kitchen. If readings for cook top are 10ppm or more, appliance fails. 5. Oven/broiler (all cook top burners shall be turned off) All oven/broiler(s) will be turned on separately. Read will be taken in the center of the kitchen. If reading is 10ppm or more, appliance fails. 6. Gas Logs- A FLUE GAS READING SHALL BE TAKEN ON ALL GAS LOGS IN LIEU OF APPLIANCE AMBIENT READ DURING THE POST NGAT. GAS LOG FLUE CO IS A FAIL IF IT IS GREATER THAN 25PPM. Appliance Draft test Use smoke to verify the draft diverter is drawing properly on all natural draft open combustion appliances. Includes gas logs and ovens/broilers vented to the outside log lighters are exempt for all testing. Appliance Examination - Examine appliance(s) for signs of excessive soot and rust, continuous flame roll-out after initial start up, delayed ignition on start up, cracked heat exchanger(s) on heating appliances, flame interference on FAU s when the air handler comes on, and when any of these items are found refer to GSR. Record all pass or fail results, CO measurements, and fail codes on the Post NGAT Results Form. Turn in all Post NGAT Results to your data input coordinator. If testing reveals appliance failures which are not correctable by the testing contractor, call PG&E at NGAT Guideline Rev. 4/20/06 Page 44

45 COMBUSTION VENTILATION AIR FACT SHEET CVA requirements only apply to open combustion furnaces and water heaters. Confined Space - Is an area designed for the operation of combustion appliances which has a total volume less than 50 cubic ft. per 1000 Btu s input of all open combustion appliances within the space. PROCEDURE FOR DETERMINING IF AN OPEN COMBUSTION APPLIANCE IS LOCATED IN A CONFINED SPACE. 1. Measure enclosure or room: L X W X H = Existing Area in Cubic Feet. 2. Total Btu s divided by 1000 X 50 cubic = Required Cubic Feet. Here is an easier method: Divide the total Btu input by 2, and then drop the last zero. Example: 44,000 total Btu input divided by 2 = 22,000. Drop the last zero = 2,200 cu. Ft. 3. If the sum of 1 is less than 2, CVA is required. 4. If the sum of 1 is equal to or greater than 2, CVA is not required. CVA CALCULATION RULES You determine the required NFV area, per opening(s), by taking the total Btu input and divide by Take the results and divide by the CVA Rule you have chosen to use. Example: The total Btu input is 80,000 Btu s. You have chosen rule 4. 80,000 divided by 1000 = divided by rule 4 = 20 sq. in nfv. Rule 1: Requires two openings. CVA from conditioned space requires that each opening shall have a NFV area of at least 1 sq. in. for every 1000 Btu s input. Each opening, Minimum 100 sq. In. Rule 2: Requires two openings. CVA supplied by horizontal ducts to the outside (unconditioned space). Each opening requires a NFV area of at least 1 sq. in. for every 2000 Btu s input. Rule 3: Requires one upper opening. CVA to the outside (unconditioned space) the opening shall have a NFV area of at least 1 sq. in. for every 3000 Btu s input. The installed vent must be within 12 of the ceiling. Note: If the opening is pre existing and sized correctly, it only needs to be above the draft diverter of the appliance. Rule 4: Requires two openings. CVA to the outside (unconditioned space) 1 upper and 1 lower vertical air opening is required. Each opening shall have a NFV area of at least 1 sq. in. for every 4000 Btu s input. Note: If a combustion air duct is used for lower combustion air, there must be a space at least 3 in depth open to the front or firebox side of the appliance. Such space shall extend from the floor to the ceiling of the appliance compartment. Neither end of the duct shall be screened. Note: In an unconditioned garage when it is considered a confined space, NGAT Guideline Rev. 4/20/06 Page 45

46 1 vent either upper and/or lower, equal to 1 sq. in. per 4,000btu input for all applicable appliances is OK. The vent can either be already installed, or installed by the WS Contractor. Area of a Circle (sq. in.) Area of a Circle = Radius X Radius X 3.14 Radius = Half the diameter 3 circle = 7 sq. in. 4 = = = = = = 113 VENT OPENING MULTIPLIERS Note: Use only one of the following multipliers to calculate nfv. Use the multiplier that will reduce the overall NFV area to the lowest term. Mesh, ¼ in. or Larger = 90% of the actual vent opening. METAL LOUVERS = 75% of the actual vent opening. MESH, LESS THAN ¼ in. = 50% of the actual vent opening. WOODEN LOUVERS = 25% of the actual vent opening. Wall Furnaces: Free-Standing Heaters: Single sided: 25,000 Btuh Small: 25,000 Btuh Double sided: 50,000 Btuh Standard ( deep): 50,000 Btuh Floor Furnaces: Forced Air Furnace: Standard (usually 22 wide): 30,000 Btuh 25,000 Btuh per burner Large (usually larger than 1 floor-joist bay): 60,000 Btuh Water Heater: 1000 Btuh per gallon. NGAT Guideline Rev. 4/20/06 Page 46

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79 PG&E SmartMeter Number Location Attachment A Meter number is located at the lower right side of meter face this is a Ten digit number as noted on the example above the meter # need to be recorded. Page 79