Home Energy Rater Essentials for Version 3. Presented by: Jennifer James, ICF International Jake Titus, ICF International
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1 Home Energy Rater Essentials for Version 3 Presented by: Jennifer James, ICF International Jake Titus, ICF International
2 Learning outcomes Understand the basics of the Version 3 guidelines and how to learn the nitty-gritty. Understand the value ENERGY STAR brings to builders and homebuyers. Understand how to help new builders get started successfully.
3 Rater s role Partner investment and leadership have driven ENERGY STAR success in the past. Raters play a critical role: Sales force Consultants and trainers Verifiers Partners in improving the program
4 Rater s role in Version 3 Version 3 requirements have become more stringent. These requirements will likely become standard practice in the future. Raters have contributed to program success by: Selling value to builders Recruiting HVAC contractors Training builders & trades
5 ENERGY STAR Version 3 Guidelines
6 Training requirements Builders: Join ENERGY STAR, take orientation. Raters: Take Version 3 Rater Training. HVAC contractors: Be credentialed by an EPA-recognized body.
7 Overview First check eligibility. Choose path to qualify home: Performance Path (must be Benchmark Home Size); OR Prescriptive Path. Based on path, choose energy efficiency upgrades. Complete Inspection Checklists.
8 Eligibility Single family homes; OR Units in multifamily buildings with: 4 units or fewer; OR 3 stories or fewer above-grade; OR 4 or 5 stories above-grade.
9 Performance Path Homes must be modeled. Energy efficiency measures can be customized. Some Inspection Checklist Items limit tradeoffs. Key limits on tradeoffs Insulation R-value & installation grade Window U-value & SHGC Duct insulation & leakage Slab edge insulation
10 Prescriptive Path Homes must meet the ENERGY STAR Reference Design. A predefined set of specifications. No tradeoffs. Homes must be their Benchmark Home Size. Key specification categories Cooling equipment (where provided) Heating equipment Envelope, windows, and doors Water heater Thermostat & ductwork Lighting & appliances
11 Benchmark Home Size Homes larger than the Benchmark Home Size must use the Performance Path. Better aligns environmental impacts of home. Benchmark Home Size Bedrooms Cond. Floor Area 1,000 1,600 2,200 2,800 3,400 4,000 4,600 5,200
12 Example: Benchmark Home Size 1. Determine number of bedrooms in home to be built. 2 bedrooms 2. What is it s Benchmark Home Size? 1,600 sq. ft. of conditioned space 3. Compare conditioned floor area of home to be built to Benchmark Home Size. 1,400 sq. ft. 1,600 sq. ft. 4. Home can be qualified under either path! Benchmark Home Size Bedrooms Cond. Floor Area 1,000 1,600 2,200 2,800 3,400 4,000 4,600 5,200
13 Example: Benchmark Home Size 1. Determine number of bedrooms in home to be built. 2 bedrooms 2. What is it s Benchmark Home Size? 1,600 sq. ft. of conditioned space 3. Compare conditioned floor area of home to be built to Benchmark Home Size. 2,000 sq. ft. > 1,600 sq. ft. 4. Home must be qualified under Performance Path! Benchmark Home Size Bedrooms Cond. Floor Area 1,000 1,600 2,200 2,800 3,400 4,000 4,600 5,200
14 Inspection Checklists There are four inspection checklists. Must be completed for ALL homes. Inspection Checklists Thermal Enclosure System Rater Checklist HVAC System Quality Installation Rater Checklist HVAC System Quality Installation Contractor Checklist Water Management System Builder Checklist
15 Thermal Enclosure System Rater Checklist Less than two pages. Ensures a complete thermal enclosure system, including: High-quality insulation installation. High-performance windows & doors. Tightly sealed home. Reduced thermal bridging in walls.
16 HVAC Quality Installation Checklists Two checklists, one verified by the Rater and one verified by the HVAC contractor. Features: A right-sized and properly installed heating, cooling, and duct system. A ventilation system that meets the industry standard. Reduced safety and air quality risks from combustion appliances.
17 Water Management System Builder Checklist One page verified during construction. Features water managed: Roof Walls Foundation Site Building materials
18 Labeling homes Once home is built to meet ENERGY STAR guidelines and has been verified, home must be issued: Label Certificate
19 Transition timeline Permit Date Date of Final Inspection 4/1/2011 1/1/2012 7/1/2012 Before 4/1/2011 v2 v2.5 v3 Between 4/1/2011 and 12/31/2011 v2.5 v3 On or after 1/1/2012 v3 Version 2 Version 2.5 Version 3 Version 2: 2006 Guidelines Version 2.5: Core Version 3 energy efficiency measures with Air Barriers and Air Sealing sections of Thermal Enclosure System Rater Checklist; Other checklists completed but not enforced Version 3: Core Version 3 energy efficiency measures with all checklists completed and enforced
20 Behind the ENERGY STAR Version 3 Guidelines
21 Understanding the guidelines Read the guidelines! The guidelines, including footnotes, include many details that answer common, and uncommon, partner questions. For Checklist Items, consult the checklist guidebooks. Raters should consult with their Providers when questions arise. If you can t find your answer through the above steps, contact the ENERGY STAR team.
22 Regional and sector-specific guidelines There are regional modifications in states with advanced codes or unique climates, including: California Florida Hawaii Pacific Northwest Puerto Rico (TBD) Other housing sectors have their own guidance: Modular homes Manufactured (HUD code) homes
23 Updating the guidelines New Revision process better communicates changes. Respond to questions & feedback. 2-3 expected for With each Revision: Program documents posted with new Revision XX headers. Changes logged in Tracking Document. Partners notified by with highlights. Webinars.
24 The Value of ENERGY STAR
25 The ENERGY STAR brand promise Cost-effective. Meaningful improvement in efficiency. Equal or better performance. CFL Quality Lifetime Reliability Starting time Color
26 ENERGY STAR for Homes Build better homes Sell more effectively 1.3 Million homes 25% of all new homes Corporate Commitments to ENERGY STAR Ashton Woods Homes Beazer Homes KB Home M/I Homes Meritage Homes NVR, Inc.
27 Selling builder benefits Reduce risk of complaints. Reduce liability from building failures. Improve control over product quality. Increase customer satisfaction. Improve brand positioning.
28 Technical benefits Core energy efficiency requirements. Cost-effective improvements. Flexibility of Performance Path + Rater analysis & consulting = Best value!
29 Technical benefits Thermal enclosure Less heating & cooling energy Potential for HVAC downsizing Reduce hot/cold spots Improve durability HVAC Designed for the home Improve Indoor Air Quality Tested to perform Maximize investment Water management Protect investment Improve Indoor air Quality
30 Technical benefits You can only expect what you inspect. Checklists promote consistency. Ensure full value in performance from investments. Rater verification adds value. Every builder says they build a great, energy efficient home we prove it.
31 Marketing benefits Partner Locator and Web Linking 100% commitment
32 Marketing benefits Logos Press releases Leadership in Housing Partner of the Year
33 Marketing benefits Collateral
34 Marketing benefits Collateral Fact Sheets Thermal Enclosure System Water Management System Heating and Cooling System Lighting and Appliances Independent Testing and Verification
35 Marketing benefits Website
36 Marketing benefits Certificate
37 Getting the most from ENERGY STAR Take marketing seriously It s a menu, not a recipe Train sales agents Fact sheets Webinars Build better homes Improved product More control Lower risk Sell more effectively Better positioning Marketing tools
38 Next Steps
39 Getting started as a Rater 1. Read the guidelines. 2. Sign an ENERGY STAR Partnership Agreement. 3. Take a Version 3 Rater Training course. 4. Sign up for ENERGY STAR webinars.
40 Getting builders started 1. Find a Rater. 2. Join ENERGY STAR. Share the orientation with others. 3. Identify changes. Technical gap analysis. Marketing plan. 4. Train, build, market. Kickoff meetings and in-field events. Check-ins & follow-up. Stock sales center. Train sales agents.
41 Learning outcomes recap Understand the basics of the Version 3 guidelines and how to learn the nitty-gritty. Performance or Prescriptive Path Mandatory Inspection Checklists Footnotes & webinars Understand the value ENERGY STAR brings to builders and homebuyers. Better homes More effective sales Understand how to help new builders get started successfully.
42 ENERGY STAR Sessions Tuesday 1:30-3:00 Program Panel: ENERGY STAR Version 3 Builder Leaders 3:30-5:00 Getting the Home Envelope Right: The ENERGY STAR Thermal Enclosure and Water Management Checklists Wednesday 8:30-10:00 Marketing to Homebuyers: Capitalizing on the Compelling New ENERGY STAR Value Proposition 10:30-12:00 Critical Details in the HVAC System Quality Installation Rater Checklist 1:30-3:00 Case Studies in Coordination: ENERGY STAR Partners and HVAC Contractors Working Together to Ensure Success 3:30-5:00 ENERGY STAR for Multi-Family High Rise Buildings
43 Thank you! ENERGY STAR for New Homes Now on Twitter and facebook.com/energystar Jennifer James Account Manager ENERGY STAR for New Homes Program ICF International Jake Titus Account Manager ENERGY STAR for New Homes Program ICF International
44 Links Partner Resources Technical guidelines Marketing resources Webinars Important Resources to Remember Training & Partnership Requirements Builders Raters & Field Inspectors HVAC contractors ACCA Quality Assured Contractor Program Contacts ENERGY STAR for Homes Team ACCA Quality Assured Contractor Program resnet.us/energystar acca.org/qa
45 Size Adjustment Factor The larger a home is above the Benchmark Home Size, the more stringent the target. Bedrooms Cond. Floor Area 1,000 1,600 2,200 2,800 3,400 4,000 4,600 5,200 Parameter Home 1 Home 2 Home 3 Home 4 Bedrooms Actual Home Size 1,500 2,200 2,300 4,200 Benchmark Home Size 2,200 2,200 2,200 2,200 Increased Stringency 0% 0% 1% 15%
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