Decoding HVAC: Let s Talk Verification of Small Commercial HVAC Changeouts



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Decoding HVAC: Let s Talk Verification of Small Commercial HVAC Changeouts Gina Rodda from Gabel Associates, LLC & David Wylie from ASWB Engineering This program is funded by California utility customers under the auspices of the California Public Utilities Commission and in support of the California Energy Commission.

Welcome Welcome What We Heard From you Let s Talk Next Steps Wrap Up

Who Are We? Host: Gina Rodda, Gabel Associates, LLC gina@gabelenergy.com Gina Rodda has been in the energy modeling field since 1991. Instructor of several dozen full day IOUs Codes and Standards trainings on the Residential and Nonresidential Title 24 Building Energy Efficiency Standards for building department staff and energy consultants, and for the Nonresidential CEPE preparation webinar offered through CABEC. As a Certified Energy Analyst (CEA) and Certified Energy Plans Examiner (CEPE) through CABEC, and a LEED AP, she provides residential and non residential energy calculations for many building types throughout the state of CA. 5

Who Are We? Guest Speaker: David Wylie, ASWB Engineering David Wylie (the W of ASWB Engineering, formerly ASW) has a wide range of energy engineering experience, including research, development, program design, measurement, feasibility study of electrical and mechanical systems, and energy supply for commercial and industrial facilities. He has a college teaching credential, teaches what he knows from experience, and has developed over 20 courses that address energy-efficient systems. David takes sophisticated engineering concepts and relates them in a way you can understand in a friendly and practical way. Several of David s articles have been published in trade magazines, and he has written a book titled New Refrigerants for Air Conditioning and Refrigeration Systems. ASWB Engineering has received awards for innovations in engineering from the American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE), Southern California Edison, and California s Governor. 6

Our Goal Today Field verification of nonresidential simple system HVAC changeouts per Title 24 Part 6 energy: Challenges and their possible solutions, Best practices, Job aides, and any specific questions you may have. 7

Brought to you by California Statewide Codes & Standards 2013 Pacific Gas and Electric Company, San Diego Gas and Electric, Southern California Gas Company and Southern California Edison. All rights reserved, except that this document may be used, copied, and distributed without modification. Neither PG&E,Sempra, nor SCE nor any of their employees makes any warranty, express of implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy 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. 8

Recording For Future Use This session is being recorded. 9

When? When (current schedule): Any projects that apply for permit on or after JULY 1, 2014 will be subject to the 2013 Standards. Nonresidential Registry January 1, 2015 Appliance efficiency update January 1, 2015 11

Where Can You Find? Where can you find? CEC website http://www.energy.ca.gov/title24/2013standards/index.html 12

Why? California s Goal (AB 32): Net Zero goals: Residential: 2020 Nonresidential: 2030 Rosenfeld Effect 13

CEC Documents 14

What We Heard From You Welcome What We Heard From you Let s Talk Next Steps Wrap Up

Our Questions To You Challenges Outside air requirements; Control requirements; Refrigerant requirements. Moving forward to the 2013 energy standards (in effect July 1, 2014), what are your top 3 concerns for small commercial HVAC changeout installations? Forms, inspections, commissioning. Knowing the rules; and the forms; helping the contractor with his paperwork. Acceptance forms: which ones, when, thoughts on ATT rule. Business owners/renters understand FDD and what it means with ongoing system maintenance. What should be shown on the plans? 16

Let s Talk Welcome What We Heard From you Let s Talk Next Steps Wrap Up

Challenges A Challenge A What are the Simple System HVAC types? B Challenge B Triggers for HVAC Changeouts C Challenge C Mandatory requirements D Challenge D Prescriptive requirements 18

Challenge A Challenge A What are the Simple System HVAC types? Unitary Air Conditioners 20

What Is A Simple System? Complex Vs. Simple Mechanical Systems Complex Mechanical Systems are systems that include: 1) fan systems each serving multiple thermostatically controlled zones, or 2) built-up air handler systems (non-unitary or nonpackaged HVAC equipment), or 3) hydronic or steam heating systems, or 4) hydronic cooling systems. Complex systems are NOT the following: unitary or packaged equipment listed in Tables 110.2-A (unitary AC), 110.2-B (heat pumps), 110.2-C (gas-engine heat pumps), and 110.2-E (PTAC), that each serve one zone, or two-pipe, heating only systems serving one or more zones. 21

Types of Unitary Air Conditioners Self-Contained Typically rooftop unit Split Systems Two parts (roof or ground mounted) Package Terminal AC (PTAC) Through the wall, or window 22

Unitary Air Conditioners Self-Contained Typically rooftop unit Filter Controls Blower Condenser coils Economizer Gas burner Filter Scroll compressor 23

Split Systems Split Systems Two parts (roof or ground mounted) Energy Efficiency and Renewable Energy Clearinghouse at the U.S. Department of Energy Goodman Manufacturing Company, L.P.

Unitary Air Conditioners Package Terminal AC (PTAC) Through the wall, or window 25

Challenge B Challenge B Triggers for HVAC Changeouts HVAC system Ducts HVAC system & ducts 28

Overview of project types 29

Small Commercial HVAC Trigger Sheet 33

Conventional roof-top packaged unit 34

Packaged Unit Triggers ALL code requirements for HVAC Unit and Ducts New HVAC unit AND All new ducts 35

Packaged Unit Triggers code requirements for HVAC Units New HVAC unit (no new ducts) 36

Packaged Unit Triggers code requirements for Altered Components New Cooling Coil AND/OR New Heat Exchanger (not a new unit and no new ducts) 37

NO New Cooling Coil, Furnace, or Heat Exchanger or ducts. Example: Packaged Unit Fans and motors AND / OR Blower fan / wheel AND / OR Compressor AND / OR Condenser coil AND / OR Plenums Does NOT trigger any code requirements! 38

Split System: Gas Forced air furnace, split AC 39

Spit AC Systems Triggers ALL code requirements for Split System and Ducts New Split System AND All new ducts 40

New Split AC Systems Triggers code requirements for Altered Components Indoor coil AND / OR Air handler AND / OR Heat exchanger AND / OR Outdoor unit (no new ducts) 41

NO New Cooling Coil, Furnace, or Heat Exchanger or ducts. Example: Split AC Systems Compressor AND / OR Plenum AND / OR Line set AND / OR AHU Blower fan/wheel AND / OR Etc. Does NOT trigger any code requirements! 42

Small Commercial HVAC Trigger Sheet 43

Duct Systems Flex duct, starter, collars, connectors, etc. 44

Duct Systems Triggers code requirements for New Ducts All new ducts (75% or more) (no HVAC unit changes) <6% Leakage 45

Duct Systems Triggers code requirements for Existing Ducts New ducts (less than 75%) AND/OR Added ducts (no HVAC unit changes) <15% Leakage 46

Duct Systems NO new ducts and/or HVAC system changes. Does NOT trigger any code requirements! Ducts moved or removed AND / OR Boots AND / OR Registers AND / OR Plenums removed moved 47

Challenge C Challenge C Mandatory Requirements HVAC Systems Ducts HERS Measures Acceptance Testing 49

Defining The Difference Mandatory Measures Two Ways to Comply with the Standards Prescriptive Approach ENV some tradeoff MECH no tradeoff No tradeoffs between ENV, MECH, and LTG LTG some tradeoff Performance Approach Standard Design Proposed Design Tradeoffs ENV MECH LTG * * See notes for restrictions Compliance Documentation Some prescriptive requirements likely traded away via performance method Look for features that were improved to compensate for the tradeoff

CEC Blueprint 51

Measure T-24 Sections New Changed Heating Equipment Efficiency 110.1 or 110.2(a) No What s New: Mandatory HVAC Measures 5/1/2013 1/1/2015 1/1/2015 1/1/2015 Cooling Equipment Efficiency 110.1 or 110.2(a) No 1/1/2015 HVAC or Heat Pump Thermostats 110.2(b), 110.2(c) No No 1/1/2015 Gas Furnace (not including mobile home or oil): Non-weatherized (residential): 80% AFUE or higher Weatherized: 81% AFUE or higher Split heat pump: 8.2 HSPF or higher Packaged heat pump : 8.0 HSPF or higher All others: See Table(s) 110.2 Split: <45,000 Btuh = 14 SEER or higher/12.2 EER or higher 45,000 Btuh = 14 SEER/11.7 EER or higher Packaged: 14 SEER / 11.0 EER All others: See Table(s) 110. Notes Furnace Standby Loss Control 110.2(d) No No Low Leakage AHU s 110.2(f) Yes 110.2(f) If using in performance calculations, must meet HERS verification requirements. Ventilation (design requirements) 120.1(b) No Exception #5 added Occupant Sensor Ventilation Controls an alternative if space 1,500 ft 2 Demand Control Ventilation (DCV) Occupant Sensor Ventilation Controls 120.1(c)4 No No 120.1(c)5, 120.2(e)3 Yes Multipurpose rooms 1,000 ft 2 Classrooms > 750 ft 2 Conference, convention, auditorium and meeting centers >750 ft 2 Exception: Demand control ventilation Shutoff and Reset Controls (New: 120.2(e) No 120.2(e)3 Occupancy sensors that automatically setup the operating cooling and heating temperature by 2 in the following spaces: occupancy sensors) Multipurpose rooms 1,000 ft 2 Classrooms > 750 ft 2 Conference, convention, auditorium and meeting centers >750 ft 2 Exceptions: Dusts/fumes/vapors/gasses present, 24 hour facility, will not decrease overall energy use, systems 2 kw with shut-off switch, DCV Outdoor Air and Exhaust Damper 120.2(f) No No Control Isolation Zones 120.2(g) No No Automatic Demand Shed 120.2(h) No 120.2(h)5 Added features to controls for facility operators and that demand shed control are automated upon signal from utilities, not manual. Controls Economizer FDD 120.2(i) Yes 120.2(i) Air cooled unitary DX units with economizers and cooling capacity 54,000 BTUH or higher, must include fault detection and diagnostic system. Duct Insulation 120.4 No No 52

Demand Control Ventilation Components of CO 2 Sensor Conditions of Air Quality 53

Demand Control Ventilation Components of CO 2 Sensor Ventilation Controller 54

Occupant Controlled Smart Thermostat (OCST) For New and Renovated HVAC Systems Demand Response Signals When a commercial AC unit is replaced, (or in certain cases altered), Title 24 code requires that all thermostats must have the capability to respond to DR signals from utility companies over the Internet. The signals will facilitate automatic setpoint adjustments during DR events. They must have either built-in communications or modules allowing them to plug into the facility s internal network. 55

Challenge D Challenge D Prescriptive Requirements HVAC Systems Ducts HERS Measures 58

Climate Zone Prescriptive requirements based on climate zone 59

Defining The Difference Mandatory Measures Two Ways to Comply with the Standards Prescriptive Approach ENV some tradeoff MECH no tradeoff No tradeoffs between ENV, MECH, and LTG LTG some tradeoff Performance Approach Standard Design Proposed Design Tradeoffs ENV MECH LTG * * See notes for restrictions Compliance Documentation Some prescriptive requirements likely traded away via performance method Look for features that were improved to compensate for the tradeoff

Measure Equipment is sized in conformance with 140.4 (a & b) What s New: Prescriptive HVAC Measures T-24 Sections New Changed Notes 140.4(a & b) No No Supply Fan Pressure Control 140.4 (c ) No 140.4(c )4 These motors shall have the means to adjust motor speed for either balancing or remote control. Beltdriven fans may use sheave adjustments for airflow balancing in lieu of a varying motor speed. Simultaneous Heat/Cool 140.4(d) No 140.4(d)A.iii First and second stage of heating dead band and iv Economizer 140.4(e) No Yes Required when total cooling capacity over 54,000 BTUH (Or trade off with higher efficiency per Table 140-1-A). Dew Point, Fixed Enthalpy, Electronic Enthalpy and Differential Enthalpy Controls not allowed (only Fixed and Differential Dry Bulb and Fixed Enthalpy+drybulb). Air Economizer Construction If cooling fan system over 45,000 BTUH, factory warranty, testing, minimized air and return damper leakage, fixed controls to have adjustable setpoint, calibration, high limit sensor location correct, relief air to not overpressurize building. Heat and Cool Air Supply Reset 140.4(f) No No Minimum compressor unloading 100% open for mechanical cooling, not close until leaving temp less than 45 F DX Constant volume system: 2 stage control 75,000 BTUH DX Variable volume system: 3 stage control 65,000 & 240,000 BTUH 4 stage control 240,000 BTUH Electric Resistance Heating 140.4(g) No No Duct Leakage Sealing and Testing 140.4 (l) No New vs. altered New (tested at 6%): 75% duct work replaced Only if the reused parts are accessible and can be sealed to prevent leakage. New air handler and 75% altered ducts is a New/Replacement HVAC system. Altered (tested at 15%): 75% duct work replaced Altered ducts must meet BOTH the less than 15% of system fan flow leakage rate AND less than 10% leakage to outside (instead of either/or). Complying by reducing duct leakage by more than 60% no longer will be an option. Indoor Fan Airflow Control 140.4(m) Yes 140.4(m) Indoor Fan Airflow Control (variable speed drive): DX Cooling: 75,000 BTUH 65,000 BTUH after 1/1/2016 61

Adjustable Speed Drives What Are They? Provide adjustable speed operation of motors that drive fans, blowers, compressors, and pumps Applied with HVAC equipment and various industrial applications to control the speed and torque of electric motors ASD often used to meet T-24 two-speed requirements for indoor fans for AC units larger than 6.25 tons 62

NRCC-MCH-02-E: Prescriptive Measures Required when total cooling capacity over 54,000 BTUH (Or trade off with higher efficiency per Table 140-1-A, which is 65% for CZ4). Dew Point, Fixed Enthalpy, Electronic Enthalpy and Differential Enthalpy Controls not allowed (only Fixed and Differential Dry Bulb and Fixed Enthalpy+drybulb). Air Economizer Construction If cooling fan system over 45,000 BTUH, factory warranty, testing, minimized air and return damper leakage, fixed controls to have adjustable setpoint, calibration, high limit sensor location correct, relief air to not over-pressurize building. Minimum compressor unloading 100% open for mechanical cooling, not close until leaving temp less than 45 F DX Constant volume system: 2 stage control 75,000 BTUH DX Variable volume system: 3 stage control 65,000 & 240,000 BTUH 4 stage control 240,000 BTUH 63

Economizers Filter Controls Blower Condenser coils Where is it? Economizer Minimum Supply OSA 55º F 100% OSA Scroll compressors Filter Gas burner 55º F 100% Exhaust 80º F 80º F Normal operation Economizer operation 64

Economizers Cooling control with economizers. 65

HERS Duct Testing All new ducts (75% or more of new ducts to altered system) sealed to a leakage rate not to exceed 6% of fan flow Existing ducts (less than 75% of new ducts to altered system) Sealed to a leakage rate not to exceed 15% of fan flow Connected to constant volume, single zone, air conditioners, heat pumps or furnaces; and Serves floor area of < 5,000 sq ft ; and Has >25% duct surface area located in one or more of these spaces: Outdoors; or Directly under a roof where U-factor of roof is >U-factor of ceiling; or Directly under a roof with fixed vents or openings to outside or unconditioned spaces; or Unconditioned crawlspace; or other unconditioned spaces.

Next Steps Welcome What We Heard From you Let s Talk Next Steps Wrap Up

Our Questions To You Best Practices As a building inspector, or HVAC contractor, what is your #1 tip for a successful final inspection? Have the designer include blank forms that contractor must fill out for final inspection. Contractor be onsite for building inspection. Make sure Certificate of Installations and Acceptance have been provided. Take your time and do it right the first time. Know the current codes and standards. Take out a permit. 70

Title 24 Part 6 Forms (2013) NRCC-MCH Non Residential Certificate of Compliance Submitted and included in plans set for building permit Includes Field Inspector Checkboxes NRCI-MCH Non Residential Certificate of Installation Filled out and signed by installing contractor Reviewed by Field Inspector NRCA-MCH Non Residential Certificate of Acceptance Filled out and signed by Certified Test Field Technician NRCV-MCH Non Residential Certificate of Verification Filled out and signed by HERS rater 72

Form Name Use Description NRCC Certificate of Compliance Performance Approach NRCC-PRF-01 New Construction, addition, alterations, E+A, E+A+A Performance documentation Envelope - Prescriptive NRCC-MCH-01-E Mechanical Declarations and Field inspection list NRCC-MCH-02-E Mechanical Requirements Dry and wet systems NRCC-MCH-03-E Mechanical Mechanical ventilation and reheat NRCC-MCH-04-E Mechanical Declarations single zone systems NRCC-MCH-05-E Mechanical Requirements single zone systems Worksheets mechanical (NEW) NRCC-MCH-06-E Mechanical Max. cycles of concentration worksheet for cooling towers NRCI Certificate of Installation NRCI-MCH-01-E Mechanical Validation NRCA Certificate of Acceptance NRCA-MCH-02-A (ACCEPT) Outdoor air NRCA-MCH-03-A (ACCEPT) Constant volume singe zone HVAC NRCA-MCH-04-H (HERS) Air distribution duct leakage verified by HERS NRCA-MCH-05-A (ACCEPT) Air economizer controls NRCA-MCH-06-A (ACCEPT) Demand control ventilation controls NRCA-MCH-07-A (ACCEPT) Supply fan variable flow controls NRCA-MCH-08-A (ACCEPT) Valve leakage test NRCA-MCH-09-F NRCC: Certificate of Compliance Supply water temperature reset controls NRCA-MCH-10-A NRCI: (ACCEPT) Certificate of Installation Hydronic system variable flow controls NRCA-MCH-11-F NRCA: Certificate of Acceptance Automatic demand shed controls NRCA-MCH-12-F -E: Enforcement (building department) Fault detection & Diagnostic for DX units NRCA-MCH-13-F -F: Field technician (installing contractor) Fault detection & Diagnostics for air handling and zone terminal units -A: Acceptance test technician (or installing contracting until adopted by CEC) NRCA-MCH-14-F Distributed energy storage DX AC systems test -H: HERS rater NRCA-MCH-15-F Thermal energy storage systems NRCA-MCH-16-F Supply air temperature reset controls NRCA-MCH-17-F Condenser water temperature reset controls Course Title NRCA-MCH-18-F Energy management control system 73

NRCA-MCH..and so on NRCA-MCH-04-H (HERS) NRCA-MCH-05-A (ACCEPT) NRCA-MCH-06-A (ACCEPT) NRCA-MCH-07-A (ACCEPT) NRCA-MCH-08-A (ACCEPT) NRCA-MCH-09-F NRCA-MCH-10-A (ACCEPT) NRCA-MCH-11-F NRCA-MCH-12-F NRCA-MCH-13-F NRCA-MCH-14-F NRCA-MCH-15-F NRCA-MCH-16-F NRCA-MCH-17-F NRCA-MCH-18-F Air distribution duct leakage verified by HERS Air economizer controls Demand control ventilation controls Supply fan variable flow controls Valve leakage test Supply water temperature reset controls Hydronic system variable flow controls Automatic demand shed controls Fault detection & Diagnostic for DX units Fault detection & Diagnostics for air handling and zone terminal units Distributed energy storage DX AC systems test Thermal energy storage systems Supply air temperature reset controls Condenser water temperature reset controls Energy management control system **New qualifications required Acceptance Test Mechanical Technician (to take effect when CEC believes there are enough people trained per their requirements) HERS Verification NRCI-LTI-05: Power Adjustment Factors NRCI-PLB-21: Water heating distribution NRCA-MCH-05: Duct leakage testing NRCV-MCH: Duct leakage NRCV-PLB: Domestic hot water distribution 74

NRCV: HERS Forms Form Name Use Description Mechanical NRCV-MCH-04a-H (HERS) Mechanical Duct leakage testing new system NRCV-MCH-04c-H (HERS) Mechanical Duct leakage testing Low leakage air handling units NRCV-MCH-04d-H (HERS) Mechanical Duct leakage testing Altered systems NRCV-MCH-04e-H (HERS) Mechanical Duct leakage testing Sealing of all accessible leaks Plumbing (NEW) NRCV-PLB-21-H (HERS) Plumbing Verification of domestic hot water distribution Three HERS Providers in California: CalCerts CHEERS www.calcerts.com www.cheers.org USERA www.usenergyraters.com 75

NRCC-MCH-01-E: Certificate of Compliance 76

NRCI-MCH-01-E: Certificate of Installation 77

NRCA-MCH-02-A: (Outside Air) Certificate of Acceptance 78

Acceptance Test Technician Certification Providers (ATTCP) Current ATTCP grandfathered in for 6 months Air-cooled The Energy Commission will determine whether in their entirety reasonable access to certification is provided by considering factors such as certification costs commensurate with the complexity of the training being provided, certification marketing materials, prequalification criteria, class availability, and curriculum. 79

Certified Acceptance Test Technicians (CATT) NA7.5.1 Outdoor Air Ventilation Systems NA7.5.2 Constant Volume, Single Zone Unitary Air Conditioners and Heat Pumps NA7.5.4 Air Economizer Controls NA7.5.5 Demand Control Ventilation Systems NA 7.5.6 Supply Fan Variable Flow Controls NA7.5.7, NA7.5.9 Hydronic System Variable Flow Controls NA7.5.10 Automatic Demand Shed Controls Industry Coverage by Certification Provider(s). The Certification Provider(s) approved by the Energy Commission, in their entirety, shall provide reasonable access to certification for technicians representing the majority of the following industry groups: Professional engineers, HVAC installers, mechanical contractors, TAB certified technicians, controls installation and startup contractors and certified commissioning professionals who have verifiable training, experience and expertise in HVAC systems. Number of Certified Acceptance Test Technicians. There shall be no less than 300 Acceptance Test Technicians certified to perform the acceptance tests in Building Energy Efficiency Standards, Section 120.5. The number of certified Acceptance Test Technicians shall be demonstrated by Certification Providerprepared reports submitted to the Energy Commission.

Energy Code Ace (www.energycodeace.com) New Website! 81

Ace Training Enhanced & New (in person) Traditional Classroom (in person class) New (in person) Virtual Classroom (online class) Enhanced & New (in person) Decoding Talks (online discussion) New (in person) Self-studies (online training) 82

Aids in determining which compliance forms are applicable to your specific project Helps you navigate the Standards using key word search capabilities, hyperlinked tables and related sections Reference Ace A field guide to assist you in identifying proper installation techniques and visual aides for some components commonly installed incorrectly. Coming Soon!

Ace Resources Updated & New (in person) Triggers Sheets (component-bycomponent, which requirements a change triggers) Updated & New (in person) Fact Sheets (Essential requirements, considerations, and required forms) New (in person) Checklists (step-by-step guidance for plans checks and field inspections) 84

Decoding Talk Series 1 st week of May 2014 Decoding Lighting: Let s Talk Nonresidential Mandatory Lighting Controls for the 2013 Title 24 Part 6 with Kelly Cunningham

Classes Offered In Person Seminars (Standard Essentials for Title 24, Part 6) Nonresidential Residential Plans Examiner and Building Inspector X X Energy Consultant (and Designer) X X Modeling Essentials X X HVAC, Quality Installation for Contractors X X Retail Lighting: Title 24 & Technology Update X Office Lighting: Title 24 & Technology Update X Refrigeration for Retail Food Stores (online class) X Offered on site in your jurisdictions or at your local IOU Training Center. Contact Wendy Donaldson at (707) 320-2500 to schedule a course in your area. Title 24 Building Energy Standards Essentials for Small Commercial AC Quality Installation Contractors (Commercial AC QI) dates location and times* March 11 PG&E: Berkeley Truitt & White, 8:30 AM 2:30 PM 4/ 29 and 4/30 SCE, Energy Education Center-Tulare; two-part class in two evening sessions, 6:00 pm 9:00 pm 5/29 SCE, Energy Education Center- Irwindale; all-day class, 8:30 am 3:00 pm 6/10 PG&E, Pacific Energy Center, San Francisco; all-day class 6/18 and 6/19 San Diego Gas & Electric, Energy Innovation Center; two-part class in two evening sessions, 6:00 pm 9:00 pm 9/4 and 9/11 SCE, Energy Education Center- Irwindale; two-part class in two evening sessions, 6:00 pm 9:00 pm 11/18 SCE, Energy Education Center- Irwindale; all-day class, 8:30 am 3:00 pm 86

Our Questions To You Improvements a guidance document would be very helpful (we currently have such a list for residential) Having the installer present at the inspection to answer questions. Do you have a favorite tool, or practice, to share that makes verifying small commercial HVAC changeouts faster, easier, or more accurate? I have found that change outs are like snowflakes, no two are alike.. Make sure the contractor and the property owner understand what may be required. Follow the Manufacturers recommendations! Powerful flashlight. 87

Current Trigger/Fact Sheets Resource Nonresidential Residential 2008 Cool Roof Reroofing Fact Sheet X 2008 Fenestration in Alterations Fact Sheet X 2008 HVAC Changeouts Triggers & Fact Sheet X X 2013 Cool Roof Reroofing Fact Sheet X X 2013 Fenestration in Alterations Fact Sheet X 2013 HVAC Changeouts Triggers X X 2013 Refrigeration Triggers X 2013 Interior Lighting Triggers & Fact Sheet X X 2013 Lighting Controls Triggers & Fact Sheets X 2013 HVAC Controls Triggers X 88

Wrap Up Welcome What We Heard From you Let s Talk Next Steps Wrap Up

CEU s Certificate of Participation Certificate of Participation will be emailed to those who are registered and tracked as having attended through the end of this presentation. If you viewed this session with a group, please make sure to send Sign Up sheet to us so that all can a Certificate of Participation. 92

Our Questions To You Questions I what to make sure that I understand and comply with all of the forms that are required by the state to final a job. Concern that suppliers will furnish HVAC equipment to unlicensed installers. Is there a specific question or topic you would like answered about the 2008 or 2013 Title 24 Part 6 small commercial HVAC changeouts requirements during this event? Clear definitions of tests and specific requirements of tests. What are the new minimum efficiency level requirements for installing HVAC equipment? Address the Commercial Data Registry - When Where and How Control requirements (mandatory, or prescriptive) if any. 94

Please Provide Your Feedback! Your feedback will: Focus our attentions on your input for further development of training, job aides, tools, etc. Fine tune future events Let California Statewide Codes & Standards team know how we can improve Make your voice heard! A survey will pop up on your screen before you leave us today. 95

Thank you Contact Role Email Phone Gina Rodda Presenter gina@gabelenergy.com (510) 428-0803 ext 204 David Wylie Guest dwylie@aswb-engineering.com 714-731 8193 Speaker Wendy Donaldson Schedule wendy@mbaenergy.com (707) 320-2500 Training CEC Hotline title24@energy.ca.gov (800) 822-6228 Jill Marver PG&E Course Manager JKZ1@pge.com (925) 415-6844

SEPTEMBER - OCTOBER 2013 The 2013 Standards Will Go Into Effect January 1, 2014 The Blueprint is your guide to information, training and resources for the 2013 Building Energy Efficiency Standards. The California Energy Commission has partnered with the Statewide Codes & Standards Program to provide training and resources for building officials. California s building energy code can help save energy, keep our air cleaner and offset the need to build new power plants. We understand it can be quite technical and difficult to navigate new standards, especially when time and resources are limited. The Statewide Codes & Standards Program offers free energy code training, tools and resources for building department personnel, as well as others who need to understand and meet the requirements of Title 24, Part 6. Designed to improve compliance with the state s building energy code, the program aims to Fall 2013 Classroom Trainings Offered advance the adoption and effective implementation of energy efficiency measures and building practices to lock in long- term energy savings. The program recognizes that codes and standards are one of the most effective pathways to ensuring sustained market transformation. The key to making them work well is found in the enforcement efforts of building department professionals. Program offerings are designed for counter staff, plans examiners, field inspectors and building officials. The California Statewide Codes & Standards Program is funded by California utility customers under the auspices of the California Public Utilities Commission and implemented by Pacific Gas and Electric Company, San Diego Gas and Electric, Southern California Edison and Southern California Gas, in support of the California Energy Commission. Title 24 Residential or Nonresidential Standards Essentials for Plans Examiners & Building Inspectors Residential Lighting: Title 24 & Technology Update Retail Lighting: Title 24 and Technology Update Title 24 Standards Essentials for Supermarket Refrigeration Title 24 Standards Essentials for Residential AC Quality Installation Contractors Title 24 Standards Essentials for Small Commercial AC Quality Installation Contractors Courses are offered at utility energy training centers and at special locations upon request. For more information please email wendy@mbaenergy.com. For scheduled classes, check these energy center websites to register: http://www.pge.com/pec http://www.sdge.com/eic http://www.socalgas.com/innovation/energy- resource- center https://www.sce.com/wps/portal/home/business/consulting- services/energy- education- centers

CALIFORNIA ENERGY COMMISSION PAGE 2 Decoding: Let s Talk Series for Building Officials Utilize these FREE 90- minute interactive online events to discuss and decode Title 24 Part 6 Nonresidential Indoor Mandatory Lighting Controls. These webinars will help you with Field Inspection preparation, time management, and dealing with non- compliant projects. Decoding Lighting: Let s Talk Nonresidential Indoor Mandatory Lighting Controls for Building Inspectors November 12, 8:00am 9:30am http://t24.cc/decodelightingnov12am November 12, 3:00pm 4:30pm http://t24.cc/decodelightingnov12pm November 13, 8:00am 9:30am http://t24.cc/decodelightingnov13am November 13, 3:00pm 4:30pm http://t24.cc/decodelightingnov13pm November 14, 8:00am 9:30am http://t24.cc/decodelightingnov1 For more information on the Statewide Codes and Standards Program, please contact Jill Marver at JKZ1@pge.com. Free Tools and Resources In addition to trainings, the program provides free tools and resources to help make complying with Title 24 easier and more efficient. These can be found at www.t24ace.com and include: Fact Sheets & Trigger Sheets - Residential HVAC Changeouts, Cool Roofs Residential Re- Roofing, Residential Fenestration, and Commercial HVAC Alterations Reference Ace - helps you navigate the Title 24, Part 6 Standards documents using key word search capabilities along with hyperlinked tables and related sections. 2008 available now, 2013 coming soon! Forms Ace aids in determining which Title 24, Part 6 Forms are applicable to your specific projects using a series of questions in order to determine the appropriate forms. 2008 beta available now, 2013 coming soon! Feedback encouraged let us know what you think. Installation Ace (Coming Soon) a field guide to assist you in identifying proper installation techniques related to Title 24, Part 6 components and includes visual aids for some components that are commonly improperly installed. 2013 Energy Standards documents are available online at www.energy.ca.gov/title24/2013standards/supporting_docs.html

What's New for 2013 Non- Residential CALIFORNIA ENERGY COMMISSION PAGE 3 The process to develop the 2013 Standards began with a call for ideas in winter of 2010, moved through a series of IOU sponsored stakeholder meetings throughout the state, Energy Commission staff workshops and Energy Commission hearings in 2011 through 2012 and concluded at the adoption hearing on May 23, 2012. Energy Commission staff, contractors, utilities and many others participated in the process. The following paragraphs summarize the principle changes that resulted. All Buildings Revisions to the administrative 10-103 sets the format and informational order for electronic compliance document registration and submittal and for electronic retention of compliance documentation, including the nonresidential forms, for future use and clarifies the roles and responsibilities of the documentation author and the responsible person. 1. 10-109 describes the rules for approving compliance software, alternative component packages, exceptional methods, data registries and related data input software, or electronic document repositories. 2. 10-111 describes the rules for reporting fenestration U- factor, SHGC, and VT. 3. 110.3(c)5 explains the requirements for the water heating recirculation loops serving multiple dwelling units, high- rise residential, hotel/motel, and nonresidential occupancies. 4. Revisions to 110.9 now covers ballasts and luminaires and residential vacancy sensors. Non- Residential Buildings Envelope 1. Increased low- slope cool roof requirements (increase reflectance from 0.55 to 0.63 for new construction and alterations). ( 140.3(a)1Aia1) 2. Established a maximum air leakage rate (0.04 cfm/sf) except in mild climate zones. ( 140.3(a)9B) 3. Increased fenestration requirements to reduce solar gains and increase visual transmittance for daylighting; 0.36 U- factor, 0.25 SHGC, VT 0.42 for fixed windows; the numbers are different for operable windows and skylights. ( 140.3(a)5B,C & D) 4. Fenestration. The Standards now include Dynamic Glazing, Window Films and new maximum values for Visible Transmittance (VT). New Dynamic Glazing, Window Films requirements and changes are in the Reference Nonresidential Appendix NA6 and NA7.4 5. Added mandatory Roof insulation requirements and minimum insulation for demising walls. ( 110.8(e) & (f)) Lighting 1. Clarification and simplification of existing language; removing exceptions no longer relevant. ( 130.0-130.5, 140.6-140.8) 2. Lighting control devices moving from Title 24 Part 6 to Title 20; lighting control systems shall now be acceptance tested for Title 24. ( 110.9(b) & 130.4(a)) 3. Nonresidential indoor lighting, advanced multi- level lighting controls (controllable ballasts) increased in granularity (in addition to ON/OFF, increasing from one intermediate level to three intermediate levels or continuous dimming), favoring dimmable ballasts for linear fluorescent lighting systems. These controls will allow precise and non- interruptive adjustment of lighting to match the available daylighting, and provide dimming and demand response function

CALIFORNIA ENERGY COMMISSION PAGE 4 throughout the building. ( 130.1(a) 2C) & 130.1(b) 4. Enhancing, modifying, and adding to the prescriptive and mandatory daylighting control requirements; daylighting language significantly simplified. ( 130.1(d) & ( 140.6(d)) 5. Requirements for demand responsive reduction of lighting power being applied to smaller spaces. ( 130.1(e)) 6. Mandatory Automated Lighting Controls and Switching Requirements in Warehouses and Libraries - Require the installation of occupancy sensors in warehouse aisle ways and open spaces, and library stack aisles. ( 130.1(c)6A & B) 7. Mandatory automated lighting controls and switching requirements for hotels and multifamily building corridors - Require the installation of occupancy sensors in corridors and stairwells in lodging and multifamily buildings. ( 130.1(c)6C) 8. New mandatory occupancy sensor and daylighting controls in parking garage spaces. ( 130.1(d)3) 9. Increased requirements for multi- level lighting controls for nonresidential outdoor lighting. ( 130.2(c)3B) 10. Alternate path to comply with existing outdoor lighting cutoff (shielding) requirements, phasing in the new Backlight, Uplight, Glare (BUG) requirements. ( 130.2(b)) 11. Reduction of allowed lighting power density for some nonresidential indoor and outdoor lighting applications. ( 140.6(c) and 140.7(d)) 12. Tailored lighting revisions - Reduce the allowed LPD for Floor Display, Wall Display, and Ornamental Lighting under the Tailored Compliance. 140.6(c)3I, J & K) 13. Plug Load Circuit Controls - requiring automatic shut- off controls of electric circuits that serve plug loads, including task lightings, in office buildings. ( 130.5(d)1) 14. Hotel/Motel Guest Room Occupancy Controls for HVAC and lighting systems - would require installation of occupancy controls for HVAC equipment, and all lighting fixtures in hotel/motel guest rooms, including plug- in lighting. ( 120.2(e)4 & 130.1(c)8) 15. Reduction of threshold when lighting alterations must comply with the Standards, from when 50% of the luminaires are replaced, to when 10% of the luminaires are replaced. Consistent with proposed changes to ASHRAE 90.1-2010. ( 141.0(b)2I & J) Mechanical 1. Added requirements for Fan Control and Integrated Economizers. Packaged units down to 6 tons must be VAV with the ability to modulate cooling capacity to 20% of maximum. Economizers must also be able to modulate cooling capacity to match VAV units. ( 140.4(c) & (e)) 2. Reduced ability for HVAC systems to reheat conditioned air. ( 140.4(d)) 3. Increased chiller efficiency requirements, consistent with ASHRAE 90.1-2010. ( 140.4(i)) 4. Increased cooling tower energy efficiency and WATER Savings. ( 140.4(k)2) 5. Added requirements for commercial boiler combustion controls. ( 140.4(k)3) 6. Added acceptance tests for HVAC sensors and controls, including those for demand controlled ventilation. ( 120.5(a)) 7. Added efficiency requirements for small motors. ( 140.4(c)4) 8. Added credit for evaporative systems that meet the Western Cooling Efficiency Challenge (WCEC program to acknowledge high energy and water efficiency in evaporative systems). 9. Moving Fault Detection and Diagnostics (FDD) protocols for air temperature, economizers, damper modulation, and excess outdoor air to mandatory measures from the current compliance option. ( 120.2(i))

CALIFORNIA ENERGY COMMISSION PAGE 5 2013 Energy Standards documents are available online at www.energy.ca.gov/title24/2013standards/supporting_docs.html Electrical 1. Added mandatory requirement for receptacle controls in private offices, open office areas, reception lobbies, conference rooms, kitchens, and copy rooms to automatically shut off task lighting and other plug loads when the area is not occupied. ( 130.5(d)) 2. Added mandatory requirement for electrical panels to be isolated by energy end use (e.g. lighting, HVAC, plug loads). ( 130.5(b)2) Covered Processes The 2013 Standards now cover some specific process energy applications, such as supermarket refrigeration, refrigerated warehouses, commercial kitchen ventilation requirements, laboratory exhaust, parking garage ventilation, compressed air, and computer rooms. Definitions for Covered Processes and Exempt Processes were added. Covered Processes are defined as processes for which there are listed requirements. All other processes are Exempt Processes. Specific requirements for Covered Processes are in separate sections ( 120.6 Mandatory and 140.9 Prescriptive). It should be noted that the HVAC equipment efficiencies in 110.1 and 110.2 also apply to Covered Processes. In the 2013 Standards, the Covered Processes include: 1. Increased mandatory requirements for refrigerated warehouses. ( 120.6(a)) 2. Added mandatory requirements for commercial supermarket refrigeration. ( 120.6(b)) 3. Added mandatory ventilation control requirements for parking garages. ( 120.6(c)) 4. Added mandatory requirements for process boilers. ( 120.6(d)) 5. Added mandatory requirements for storage and unloading for compressed air systems ( 120.6(e)) Added prescriptive requirements for HVAC systems serving computer rooms. ( 140.9(a) 6. Added prescriptive ventilation control requirements for commercial kitchens. ( 140.9(b)) 7. Added prescriptive requirements for variable air volume for laboratory exhaust systems. ( 140.9(c)) Solar Ready 1. Added mandatory requirements for nonresidential buildings (3 stories or less) to make provisions to more easily enable the future addition of solar electric or solar water heating systems. ( 110.10(a)4) Commissioning 1. Moved Part 11 commissioning requirements to Part 6 for energy- related building components. ( 120.8) 2. Added mandatory requirements for design- phase commissioning, which includes an early review of design intent documents and highlighting efficiency specifications in both construction documents and Standards compliance forms. ( 120.8(d)) Compliance Option Hybrid Evaporative Cooling Systems in Nonresidential Buildings

CALIFORNIA ENERGY COMMISSION PAGE 6 All compliance approaches What's New for 2013 Residential 1. Revisions to the administrative section 10-103 sets the format and informational order for electronic compliance document registration and submittal and for electronic retention of compliance documentation for future use and clarifies the roles and responsibilities of the documentation author and the responsible person; 10-109 describes the rules for approving compliance software, alternative component packages, exceptional methods, data registries and related data input software, or electronic document repositories. 10-111 describes the rules for reporting fenestration U- factor, SHGC, and VT. 2. 110.3(c)5 explains the requirements for the water heating recirculation loops serving multiple dwelling units, high- rise residential, hotel/motel, and nonresidential occupancies. 3. Revisions to 110.9 now covers ballasts and luminaires and residential vacancy sensors. Mandatory Measures 1. Duct sealing in all climate zones (CZs). (Section 150.0(m)11) 2. Return duct design or fan power, airflow testing, and grill sizing requirements (Residential HVAC Quality Installation Improvements). (Section150.0(m)13) 3. Lighting Improving and clarifying the mandatory lighting requirements for all residential buildings including kitchens, bathrooms, dining rooms, utility rooms, garages, hall ways, bedrooms, and outdoor lighting. (Section150.0(k) 4. New luminaire efficacy levels in Table 150.0- B 5. Hot water pipe insulation - Requires insulation on pipes ¾ inch and larger. (Section150.0(j)2Aii) 6. Solar Ready Measure 250 square feet of solar ready zone on single family roofs in subdivisions of 10 or more swelling units. (Section150.0(r)) 7. Walls with 2x6 framing and larger must have at least R- 19 insulation. (Section 150.0(c)2) 8. New mandatory U- factor of 0.58 for vertical fenestrations products and skylights. (Section 150.0(q)) 9. New third party HERS verifications requirement for Ventilation for Indoor Air Quality, ASHRAE 62.2 requirements. (Section 150.0(o)) Prescriptive Compliance 1. High Performance Windows Reducing the U- Factor to 0.32 and SHGC to 0.25 in most climate zones. (Section 150.1(c)3A) 2. Duct Insulation Raise minimum from R- 4.2 to R- 6.0 in climate zones 6, 7, and 8. (Section 150.1(c)9) 3. Night Ventilation Whole house fan required to be installed in climate zones 8 through 14; a Smart Vents and Night Breeze allowed as performance path alternatives. (Section 150.1(c)12) 4. Expand the Radiant Barrier requirements to climate zones 3, and 5 through 7. (Section 150.1(c)2) 5. Refrigerant charge and verification now expanded to include ducted package units, mini- splits, and other units. (Section 150.1(c)7) 6. Increase wall insulation to R15+4 in all CZs. (Section 150.1(c)1B)

CALIFORNIA ENERGY COMMISSION PAGE 7 Performance Compliance The modeling procedures and requirements for compliance software have been significantly modified for the 2013 Standards. All compliance software vendors must use a single modeling approach and a single interpretation of the performance compliance rules. This Compliance Manager software will be integrated into vendor- supplied compliance software that is certified by the Energy Commission. More information is available in the 2013 Residential ACM Approval Manual and the 2013 Residential ACM Reference Manual. Additions and Alterations 1. Simplified Compliance documentation requirements for small additions and alteration projects that do not involve a HERS measure. (Section 10-103(a)1C and Section 10-103(a)3C) 2. Simplified rules for both the prescriptive and performance paths for additions, alterations, and existing plus additions plus alterations. (Section 150.2(a) and (b)) The California Energy Commission welcomes your feedback on the Blueprint. Please contact Daniel Johnson at (916) 651-3746 or daniel.johnson@energy.ca.gov. CALIFORNIA ENERGY COMMISSION Standards Implementation Office 1516 Ninth St, MS- 26 Sacramento, CA 95814-5512 (916) 654-4064 Need Help? Energy Standards Hotline (800) 772-3300 (toll- free in CA) Edmund G. Brown Jr. Governor Robert B. Weisenmiller Chairman Karen Douglas David Hochschild Andrew McAllister Janea A. Scott Commissioners CEC- 400-2013- 011