RESNET CONFERENCE

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1 RESNET CONFERENCE % Code Compliance with HERS Raters February 28, 2012 Austin, Texas Richard Faesy, Energy Futures Group John Umphress, Austin Energy Mike Barcik, Southface

2 Session Overview 2 1. Introduction 2. Current State of Energy Codes (John Umphress, Austin Energy) BCAP Gap Analyses IMT Codes Report Findings 3. Case Studies and Status Updates Austin (John) The Northeast (Richard) Georgia (Mike Barcik, Southface) 4. Preparing for the Next Round of Energy Codes 5. Q&A

3 3 Introduction

4 Presenters & Session Goals 4 Richard Faesy Energy Futures Group John Umphress Austin Energy Mike Barcik Southface Session Goals 1. Learn about the current state of energy codes in the U.S. 2. Gain some insights into opportunities for HERS raters regarding energy codes. 3. Discuss ideas for potential rater roles.

5 Energy Futures Group 5 Consulting Areas of Expertise Policy Development Program Design Building Codes Evaluation Cost-Effectiveness Range of Clients Government Agencies Advocates Regulators Utilities Clients in 15 states/provinces plus regional, national and international organizations.

6 6 Current State of Codes Wide disparity in adoption of codes from state-to-state Some states don t even have an energy code! Jurisdictional differences in how codes are adopted, enforced Lack of continuity, coordination

7 7 Status of Code Adoption: Residential

8 8 90% Energy Code Compliance

9 BCAP Gap Analysis - Texas 9 Good news - Texas has 320,397 Energy Star homes 29% of the total nationally 75% of Southeast region 29,572 constructed in 2009 alone 43% of market Cities are generally quick to adopt latest IECC

10 BCAP Gap Analysis - Texas 10 Not so good news State adopted Chapter 11 of 2009 IRC, not IECC (most cities have adopted 2009 IECC) No incentives or penalties with regard to code compliance no oversight Poor (no?) compliance in unincorporated areas State provides some training, but takes handsoff approach to energy code enforcement

11 BCAP Gap Analysis - Texas 11 Recommendations Require local jurisdictions to certified adopted codes Develop a strategy of code enforcement for unincorporated areas 3 rd party HERS raters could play an important role Provide plan review assistance for complex projects Provide training for building officials, inspectors and 3 rd party contractors

12 IMT Codes Report - Austin 12 In-depth look at Austin s coderequired testing program Use of third-party testing contractors (HERS, BPI, NCI) Testing contractors are independent 3 rd party Testing contractors leave test results for city inspectors to review at final inspection Lower cost - program contracts and expand to match building activity As much a quality improvement program as an enforcement effort

13 13 Case Studies Austin, Texas California The Northeast Georgia

14 Austin, Texas 14 Green Building and Energy Code Birthplace of Energy Star for Homes Began using testing in Green Building and energy efficiency programs two decades ago These efforts fostered development of testing contractors In 2007 adopted a plan to achieve net zero capable homes with 2015 code

15 Austin, Texas 15 Green Building and Energy Code Testing of homes began under 2006 IECC (1-1-08) Some homes built under 2009 IECC approaching net zero energy capable HERS raters will continue to be critical not just for energy efficiency but in how well homes work

16 California 16 Long relationship with HERS raters California HERS Phase I effective June 1999 Has developed its own HERS regulations and rating system California Energy Commission certifies providers, raters CalCERTS, CBPCA, CHEERS HERS raters perform third-party testing of ducts, refrigerant charge, airflow, building envelope

17 California 17 HERS raters - continued California AB 32 set limits on GHG emissions focus on existing homes, expanded role for raters That role includes Alterations, New Solar Homes Partnership Program, HERS II CEC currently developing 2013 code

18 The Northeast Long Island out of 13 Long Island towns adopted ENERGY STAR Homes (HERS 84) as code in Southampton:

19 Long Island 19 Gained Long Island Builders Institute support (training) LIPA provided $25,000 incentive for adopting towns Rater increase: 2005: 3 Raters 2008: 55 Raters (37 certified with18 raters in training) Builder involvement in ENERGY STAR Homes program: 2006: 32 builders 2008: 208 builders 36% of homes met LIPA s 2 nd tier level

20 Long Island - Going Forward 20 ENERGY STAR Homes v.3 issues have caused second thoughts Advocates and LIPA recommendations: Decouple codes from the ENERGY STAR Homes program. Adopt Home Energy Rating Index laws: Use a RESNET certified HERS Rater Following the RESNET protocol, including all diagnostic tests, including combustion safety tests. Achieve 70 or lower on the HERS index and pass all combustion safety tests, prior to issuance of a Certificate of Occupancy.

21 Massachusetts Stretch Code 21 In July 2009, Massachusetts became the first state to adopt an above-code appendix to its state code: stretch code Commercial: Modeled 20% less than ASHRAE or NBI s Core Performance Guide Residential new construction or additions HERS requirements: 70 or less for homes <3,000 sq. ft. 65 or less for homes >3,000 sq. ft. Compliance with the ENERGY STAR Thermal Bypass Inspection Checklist Renovations HERS requirements: 85 for homes <2,000 sq. ft. 80 for homes > 2,000 sq. ft. Or, comply with ENERGY STAR for Homes prescriptive requirements, plus meet or exceed 2009 IECC insulation requirements.

22 Massachusetts Stretch Code Map 22

23 Massachusetts Going Forward 23 IECC 2012 adoption this year Preparing stretch code for adoption at the same time Proposed upgrades for residential new construction: 55 or less for homes <3,000 sq. ft. 50 or less for homes >3,000 sq. ft. Compliance with the ENERGY STAR Qualified Homes Thermal Bypass Inspection Checklist. Commercial upgrades as well Significant HERS rater opportunities

24 24 Preparing for the Next Round of Energy Codes

25 Energy Codes Over Time 25 Source:

26 IECC Optional blower door test Duct leakage test if ducts outside the envelope 2012 Required blower door test for all homes 3 ACH-50 in Zones 3-8 Mechanical ventilation if <5 ACH50 (R303.4) Duct leakage test if ducts outside the envelope HVAC: ACCA Manuals J & S 75% efficient lighting Better envelope values 15-18% improvement over 2009

27 27 The Georgia Model

28 Energy Code Compliance Pathways Scope Insulation & Window Requirements 2009 IECC (prescriptive chart) RESCheck (free software) Section 405 (annual simulation) Mandatory Requirements

29 Prescriptive Code: Insulation & Fenestration by Climate Zone Table Insulation and Fenestration Requirements by Component a CLIMATE ZONE FENESTRATION U-FACTOR b SKYLIGHT b U-FACTOR GLAZED FENESTRATION b,e SHGC CEILING R-VALUE WOOD FRAME WALL R-VALUE MASS WALL R-VALUE i FLOOR R- VALUE BASEMENT c WALL R-VALUE SLAB d R-VALUE & DEPTH CRAWL SPACE c WALL R-VALUE / j / j / / 13 f 0 5 / 13 4 except NR / / 13 10, 2ft 10 / 13 Marine 5 and NR or 13+5 h 13 / g 10 / 13 10, 2 ft 10 / 13 Marine NR or 13+5 h 15 / g 15 / 19 10, 4 ft 10 / 13 7 and NR / g 15 / 19 10, 4 ft 10 / 13 a. R-values are minimums, U-factors and SHGC are maximums, R-19 batts compressed into a nominal 2 x 6 framing cavity such that the R-value is reduced by R-1 or more shall be marked with the compressed batt R-value in addition to the full thickness R-value. b. The fenestration U-factor column excludes skylights. The SHGC column applies to all glazed fenestration. c. 15/19 means R-15 continuous insulated sheathing on the interior or exterior of the home or R-19 cavity insulation at the interior of the basement wall. 15/19 shall be permitted to be met with R-13 cavity insulation on the interior of the basement wall plus R-5 continuous insulated sheathing on the interior or exterior of the home. 10/13 means R-10 continuous insulated sheathing on the interior or exterior of the home or R-13 cavity insulation at the interior of the basement wall. d. R-5 shall be added to the required slab edge R-values for heated slabs. Insulation depth shall be the depth of the footing or 2 feet, whichever is less in Zones 1 through 3 for heated slabs. e. There are no SHGC requirements in the Marine Zone. f. Basement wall insulation is not required in warm-humid locations as defined by Figure and Table g. Or insulation sufficient to fill the framing cavity, R-19 minimum. h means R-13 cavity insulation plus R-5 insulated sheathing. If structural sheathing covers 25 percent or less of the exterior, insulating sheathing is not required where structural sheathing is used. If structural sheathing covers more than 25 percent of exterior, structural sheathing shall be supplemented with insulated sheathing of at least R-2. i. The second R-value applies when more than half the insulation is on the interior of the mass wall. j. For impact rated fenestration complying with Section R of the IRC or Section of the IBC, maximum U-factor shall be 0.75 in Zone 2 and 0.65 in Zone 3.

30 Compliance Paths for Insulation & Windows Scope Insulation & Window Requirements 2009 IECC (prescriptive chart) UA Trade-off (RESCheck) Section 405 (annual simulation) Mandatory Requirements 30

31 REScheck TM Software Software evaluates specific designs quickly Demonstrates SHGC compliance Allows trade-offs Building envelope components Heating and cooling equipment efficiency trade-offs not allowed in 09 or 12 IECC 31

32 Simple Trade Offs Vaulted ceilings and foam sprayed rooflines would likely need to perform an R- value (U-factor) trade-off RESCheck is an excellent free tool for this Still must satisfy all mandatory requirements 32

33 Section 402.2: Insulation Requirements Details for insulating various aspects of the building envelope Ceilings with Attic Ceilings w/out Attic Access hatches and doors Mass Walls Steel Framing Floors Basement Walls Slab-on-grade Crawlspace Walls Masonry Veneer Sunrooms

34 Energy Code Compliance Pathways Scope Insulation & Window Requirements 2009 IECC (prescriptive chart) UA Trade-off Approach Section 405 (annual simulation) Mandatory Requirements

35 2012 IECC- Section Mandatory Requirement: Certificate on panel box with: Major Component R-values U-factor, SHGC of Windows Equipment Efficiencies GA Specific: Load Calculations and Envelope and Duct Testing Results

36 Go to southface.org to download fillable pdf of this form! Blower Door Results go here: Load Calc Results go here: Duct testing Results go here:

37 Air Barrier and Insulation Inspection

38 Envelope Tightness Blower Door test Test out at less than 7 ACH 50 ACH 50 = CFM50 x 60 Volume

39 Duct Testing Performance testing of duct system* When tested at rough-in Max. 6% leakage with AHU installed Max. 4% leakage before AHU installed When tested at final Maximum 8% Leakage to Outside Maximum 12% Total Leakage *duct leakage in CFM25 based on % floor area; Testing not required if ducts and air handler are inside the envelope. 39

40 Equipment Sizing Load Calcs & Sizing

41 Compliance Paths for Insulation & Windows Scope Insulation & Window Requirements 2012 IECC (prescriptive chart) RESCheck (free software) Section 405 (annual simulation) Mandatory Requirements

42 IECC 2009 Section 405 Simulated Performance Alternative Annual energy usage simulation demonstrates that the proposed building s energy costs are < standard code building Likely to involve a HERS rater REMrate, Energy Gauge, etc. Allow more flexibility (SHGC, duct R-value, etc.)

43 Unique to Georgia Ways we have made the code better 1. Improved Kneewalls 2. Consistent Windows 3. Air Sealing Graphics 4. Minimum Insulation Thresholds 5. Lighting Vacancy Sensor Credit 6. Better Ducts - Require Mastic 7. No Electric Furnaces 8. No Powered Attic Ventilators (except solar powered) 9. Mandatory Blower Door and Duct Blaster test 10. Qualifications of Verifiers (who can do testing)

44 Duct and Envelope Tightness (DET) Verifier Certified DET Verifier can either: Be previously certified HERS Rater BPI Analyst Pass a DET Verifier Course Explain calculations for ACH50 and % duct leakage Discuss testing protocol (setup, safety, and accuracy) Field exam on tools (use blower door and duct tester) Pass Written Exam 25 Questions (1 hour) See for videos, entire DET training presentation, factsheets, FAQ s, and other great, free code resources

45 DET Verifier Learning Objectives 1. Explain the relationship between Duct and Envelope Tightness (DET) and the requirements of the 2011 Georgia Energy Code 2. Distinguish between the mandatory requirements in Chapter 4 of the 2009 IECC and GA Supplements for air sealing and duct sealing 3. Explain calculations for ACH 50 and percent duct leakage 4. Demonstrate the equipment set up and testing protocol for both blower door and duct leakage tests

46 GA Compliance Checklist

47 Instructions for Compliance Checklist

48 Wrap up and Q&A Thank you! Mike Barcik John Umphress Richard Faesy Photo: Jonathan Hillyer, 2009

49 Q&A Questions 49 What opportunities do you see in your state/municipality for raters with codes? How can raters be more effective at carving out a role in code compliance? Is there really any way we could expect to meet 90% without raters?

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