Acceptance Test Technician Certification Providers

1. Acceptance Test Technician Certification Providers National Environmental Balancing Bureau Annual Education February 26, 2016 Joe Loyer Standards Implementation Office Efficiency Division Joe.Loyer@energy.ca.gov / 916-654-4811

2. Overview • Building Energy Efficiency Standards (Standards) • Acceptance Testing • Misconceptions

3. Building Energy Efficiency Standards

4. Background • Section 25402 of the Public Resources Code (known as the Warren-Alquist Act) • The Act created the Energy Commission in 1974 and gave it authority to develop and maintain Building Energy Efficiency Standards (Standards) • Requires the Standards and new requirements to be cost effective over the economic life of the structure • Requires the Energy Commission to update the Standards periodically (about every 3 years)

5. 2013 Building Energy Efficiency Standards • Effective on July 1, 2014 • Building permit applications submitted on or after this date

6. 2013 Documents • Building Energy Efficiency Standards • Nonresidential Compliance Manual • Reference Appendices • All documents are available online at: www.energy.ca.gov/title24

7. 2016 Building Energy Efficiency Standards • Effective on January 1, 2017 • Building permit applications submitted on or after this date • Larger projects in plan review may be affected: • Need to resubmit if permits pulled on/after effective date

8. 2016 Documents • Building Energy Efficiency Standards • Nonresidential Compliance Manual • Reference Appendices • All documents are available online at: www.energy.ca.gov/title24

9. Changes in the 2016 Standardsfor Nonresidential Buildings Nonresidential measures aligned with ASHRAE National Standards: • Equipment Efficiencies • Envelope U-Factors • Indoor Lighting • Outdoor Lighting • Elevators and Escalators • Direct Digital Controls • Windows and Doors HVAC Lockout Sensors

10. Specific Changes for HVAC Minimum Efficiency Requirements (Handout): • Changes to Tables 110.2-A, -B, -D,-E and -K • Air Conditioners and Condensing Units • Heat Pumps • Water-Chill Packages • Thermal AC and Heat Pumps • Gas/Oil Fired Boilers

11. Specific Changes for HVAC Direct Digital Controls § 120.2(j): • Monitor fan pressure, pump pressure, heating and cooling. • Transferring information from zones to air distribution system controllers to heating and cooling plant controllers. • Alarm for zones and systems that may be driving the reset logic. • Readily allow operator removal of zones(s) from the reset algorithm. • For new buildings, trending and graphically displaying input and output points. • Resetting heating and cooling set-points in all non-critical zones upon receipt of a signal from a centralized contact or software point. • Optimum Start/Stop control algorithm requirements (§ 120.2(j)).

12. Specific Changes for HVAC Mechanical System Shut-Off (§ 140.4(n)): • Interlocks are required for any directly conditioned space with operable wall or roof openings to the outdoors. • When the opening is open for more than 5 minutes, the interlock must disable or reset the temperature set-point to: • 55°F for mechanical heating. • 90°F for mechanical cooling. • Interlocks are not required for: • doors with automatic closing devices. • any space without a thermostatic control. • additions or alterations (§ 141.0(b)2D).

13. Specific Changes for HVAC Some Minor Changes: • Section 120.2(a): Thermostatic Controls for each zone can now be satisfied with an Energy Management Control System if it complies with all applicable requirements for each thermostatic control. • Section 120.2(i): Economizer Fault Detection Diagnostic reporting to: • An Energy Management Control System. • Zone Thermostat (or within 5 feet). • Remote HVAC Service Provider.

14. What the Future Holds • AB 32 – Reduce carbon footprint. • CPUC/Energy Commision Strategic Plan: • Net-zero energy use for residential buildings by 2020. • Net-zero energy use for nonresidential buildings by 2030. • Standards will evolve/expand and become more stringent to reach these goals.

15. Acceptance Testing

16. Acceptance Testing2005 Standards and 2016 Standards Why is Acceptance Testing needed? To ensure that the building lighting controls and mechanical systems are operating as they were designed. Building Owner Builder State

17. Acceptance Testing2005 Standards and 2016 Standards What is Acceptance Testing? Lighting Controls (5 Forms) Indoor Lighting NRCA-LTI-02-A Lighting Controls NRCA-LTI-03-A Automatic Day lighting NRCA-LTI-04-A Demand Responsive Lighting Controls NRCA-LTI-05-A Institutional Tuning Outdoor Lighting NRCA-LTO-02-A Outdoor Motion Sensor and Lighting Shut-off Controls NEW

18. Acceptance Testing2005 Standards and 2016 Standards What is Acceptance Testing? Mechanical (17 Forms) NRCA-MCH-02-A Outdoor Air NRCA-MCH-05-A Air Economizer Controls NRCA-MCH-12-A Fault Detection & Diagnostics for Air Handling & Zone Terminal Units NRCA-MCH-18-A Energy Management Control Systems

19. Acceptance Testing2005 Standards and 2016 Standards What is Acceptance Testing? Covered Processes (8 Forms) NRCA-PRC-02-F Commercial Kitchen Exhaust NRCA-PRC-03-F Parking Garage Exhaust NRCA-PRC-04-F Refrigerated Warehouse –Evaporator Fan Motor Controls

20. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required?

21. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD • Commissioning Requirements (Section 120.8) • Owner Project Requirements • Basis of Design

22. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD Comp • Certificate of Compliance (Section 10-103(a)(1)) • Design Review Kickoff Certificate(s) • Construction Document Design Review Checklist • Commissioning Measures & NRCC Forms

23. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Comp • Application for Building Permit (Section 10-103(a)(2)) • All Required NRCC forms

24. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Comp Permit Issued

25. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Comp Permit Issued • Certificate of Installation (Section 10-103(a)(3)) • All Required NRCI forms

26. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Acpt Comp Permit Issued • Certificate of Acceptance (Section 10-103(a)(4)) • All Required Acceptance Tests NRCA Forms • ATTCP Regulations Lighting Controls and Mechanical Systems NRCA Forms

27. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Verif Acpt Comp Permit Issued • Certificate of Verification (Section 10-103(a)(5)) • Home Energy Rating System: • Duct Leakage, • DHW Distribution.

28. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Verif Acpt Comp Permit Issued Final Inspections

29. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Verif Certificate of Occupancy Issued Acpt Comp Permit Issued Final Inspections

30. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Verif Certificate of Occupancy Issued Train Acpt Comp Permit Issued Final Inspections Commissioning Documentation and Training (Section 120.8(h)) System manuals and systems operations training

31. Acceptance Testing2005 Standards and 2016 Standards When is Acceptance Testing Required? OPR BOD App Inst Verif Report Certificate of Occupancy Issued Train Acpt Comp Permit Issued Final Inspections Commissioning Report (Section 120.8(i)) A complete report of processes and activities for the building owner

32. Acceptance Testing2005 Standards and 2016 Standards Who can perform Acceptance Testing? 2016 Standards After Threshold Requirements 2005 Standards Any Technician Certified Technician

33. Acceptance Test Technician Certification Provider2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Train, certify and oversee technicians to perform acceptance tests required by the Building Energy Efficiency Standards. • Lighting Controls • Standards Section 130.4(a) • Nonresidential Appendix • NA7.6 through NA 7.9 • Mechanical • Standards Section 120.5 • Nonresidential Appendix • NA7.5.1 through NA7.5.16 • Energy Management Control • System

34. Acceptance Test Technician Certification Provider2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Lighting Controls ATTCP • California Advanced Lighting Controls Training Program (CALCTP). • National Lighting Contractors Association of America (NLCAA). Mechanical ATTCP • National Energy Management Institute Committee (NEMIC). • National Environmental Balancing Bureau (NEBB).

35. Acceptance Test Technician Certification Provider2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Lighting Controls ATTCP • Threshold Requirements have been met (Section 10-103.1(b)). • Only Certified ATTs can perform Lighting Controls Acceptance Testing. Mechanical ATTCP • Threshold Requirements have NOT been met (Section 10-103.2(b)). • Any technician can perform Mechanical Acceptance Testing.

36. Approving an ATTCP2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Sections 10-103.1(c) & 10-103.2(c) • Document the Organizational Structure • Provide Certification for Employers (Acceptance Test Employers) (3) Provide Certification for Technicians Subsections A through G (Acceptance Test Technicians)

37. Building a Better Technicianthrough the ATTCP2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Training Testing Oversight

38. Building a Better Technicianthrough the ATTCP2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Training Testing Oversight Prequalification Requirements Required Curricula for Classroom Training Hands-On Training or Laboratory Training Recertification

39. Building a Better Technicianthrough the ATTCP2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Training Testing Oversight Both written and practical testing is required Must demonstrate the applicant’s competence in all specified subject areas Results are maintained for five years

40. Building a Better Technicianthrough the ATTCP2016 Title 24, Part 1, Section 10-103.1 and 10-103.2 Training Testing Oversight Complaint Procedures Revocation Procedures Quality Assurance Program Public Notification of Certification Status

41. Misconceptions

42. The ATTCP E-Forms are not the Nonresidential Data Registry ATTCP – Electronic Forms Nonresidential Data Registry Lighting Controls Mechanical Systems Commissioning Electrical Envelope Lighting (Indoor, Outdoor, Sign) Solar (Solar Ready, PV, Thermal Heating) Mechanical Covered Process Plumbing Certificate of Compliance Certificate of Installation Certificate of Acceptance Certificate of Verification

43. The ATTCP E-Forms are not the Nonresidential Data Registry ATTCP – Electronic Forms Nonresidential Data Registry Lighting Controls Mechanical Systems 5 Forms 17+ Forms Commissioning Electrical Envelope Lighting (Indoor, Outdoor, Sign) Solar (Solar Ready, Photovoltaic, Thermal Heating) Mechanical Covered Process Plumbing Certificate of Compliance Certificate of Installation Certificate of Acceptance Certificate of Verification 97+ Forms

44. Differences between the ATTCP Program and the Home Energy Rating System Program • Acceptance testing is performed by the installing technicians: • Certification is required for Lighting Controls. • Certification is not required for Mechanical – YET. • The Acceptance Test Technician is not required to be independent of the general contractor or third-party to the installing technician. • Acceptance test forms are not “registered” with the ATTCP, but they are “recorded” by the ATTCP: • HERS Providers are required to register forms under the Standards. JA7. • ATTCP typically require certified technicians to record acceptance tests and related compliance documents with their on-line systems.

45. Who is Allowed to be Certified to Perform Acceptance Testing? • HVAC Contractors are not the only professionals allowed to certified to perform acceptance testing. • The Acceptance Test Technician can be: • The General Contractor. • The Engineer of Record. • The Architect of Record. • A Certified Commissioning Professional. • A Professional Engineer. • A TAB Certified Technician. • The Control Installation and Startup Contractor.

46. The Energy Commission is not an Acceptance Test Technician Certification Provider • The Energy Commission approves ATTCPs. • Each ATTCP runs their own program. • The ATTCP provides training, testing, certification, and oversight of acceptance test technicians and their employers. • The ATTCP collects fees, which are not regulated by the Energy Commission. • The Energy Commission does not receive fees or payments from the ATTCPs.

47. Further Resources • Nonresidential Compliance Manual, Chapter 13. • Purpose of the test. • Instrumentation needed (or recommended). • Test conditions. • Estimated time to complete the test. • Acceptance criteria. • Potential issues. • Indicates what tests can be run concurrently.

48. Questions? Resources: ATTCP Program: http://www.energy.ca.gov/title24/attcp/ Energy Code Ace: http://www.energycodeace.com/training