PNW Rooftop Unit Working Group - RTUG – Rooftop Unit Research Project Phase 4

1. PNW Rooftop Unit Working Group- RTUG –Rooftop Unit Research Project Phase 4 May 26, 2010

2. RTUG Agenda 052610 • RTUG Work Plan Review • Bonneville-Cadmus RTU Research Work: Questions Anyone? • Energy Trust of OregonO&M Solutions Initiative–RTU Pilot • RTU Results Database Update/Demo  • Bonneville RTU Program Servicing Contractors Summary • Lesson learned for training requirements • Measure definitions: air flow, others • Regional RTU service protocol: completed or….? • Initial Web-Enabled Thermostat Summary/Demo Lunch 12:15 - 1:00pm • Regional RTU-related Roundup                       • Premium Ventilation • Other PNW Regional: Bonneville ET HVAC Advisory Group • California: IOUs/Advanced Cooling/Research Results • IEER Issue/Status • ASHRAE Comprehensive Performance Rating System Proposal • RTUG Strategic Plan/Roadmap - Initial Discussion •  Next Generation Retrofit – Initial Discussion [Breaks taken as needed]

3. NBI – RTUG Work Plan • Convene/manage the RTUG • Actively promote collaboration within/outside the region on EM&V protocols, RTU efficiency research • Review BPA research results and assist in drafting the proposed annualized savings methodology • Assist in implementing the Regional RTU Research Results database – RRRR or R4 database • Lead the RTUG through a process to scope technical and related elements of a regional RTU Strategic Plan • Identify options for equipment redesign, deeper retrofit and early replacement

4. Current RTUG Schedule • NBI contract with NPCC/RTF through November 2010 • 3 RTUG meetings, up to 3 RTF meetings • May 26 > ???? > October 26 > RTF Nov 2 • Elements of a Strategic Plan/Roadmap • Next steps…

5. Bonneville – Cadmus SOW • Evaluate persistence of savings over 1 year • Verify the initial signature annualization calculations • Evaluate correlation between logged OSA and TMY data • Evaluate winter heat pump performance • Feedback to and from HVAC service companies • Demonstrate/evaluate energy savings/performance of web-enabled programmable thermostats-20 units • Refine annualization calculations using building characteristics, whole building energy use data and energy signatures

6. Roof Top Unit Economizer Service “After The Pilot?”

7. The Economizer Program Savings and Incentives for the O&M Solutions Initiative

8. Energy Calculations • Savings development for 2010 scale-up effort • For economizer retrofit option: • Average savings found in 2009 retrofit pilot metering study on 3-ton units • Adjusted with PSE program results • For economizer retrofit option w/ DCV: • No units w/ DCV metered during retrofit pilot • Used PSE program results w/ DCV savings • For various Tune-up options: • Tune-up of larger units not target of prior ETO pilot effort • Used PSE program results for various options • Savings checked against RTUG finding of ~200kWh/ton

9. Tune-up Options (Office/Retail)

10. Energy Savings (Office/Retail) • Economizer Retrofits • 3 thru 4 ton units, 7 years old to present. • #1 Economizer with DCV • Estimated annual savings: 1512 kWh/ton and 57 therms/ton • Incentive paid to Trade Ally: $1250 • #2 Economizer without DCV • Estimated annual savings: 1500 kWh/ton and 4 therms/ton • Incentive paid to Trade Ally: $1050

11. Energy Savings (Office/Retail) Existing unit Tune Ups 5 thru 20 ton units, 10 years old to present. • #3 Replace existing OSA Sensor & Single Stage Thermostat • Estimated annual savings: 246 kWh/ton and 4 therms/ton • Incentive paid to Trade Ally: $450 • #4 OSA sensor replacement only • Estimated annual savings: 126 kWh/ton and 0 therms/ton • Incentive paid to Trade Ally: $250

12. Energy Savings (Office/Retail) Existing unit Tune Ups (cont.) 5 thru 20 ton units, 10 years old to present. • #5 Add DCV control and O/A sensor to existing, working economizer • Estimated annual savings: 262 kWh/ton and 57 therms/ton • Incentive paid to Trade Ally: $1050 • #6 Complete Tune-Up Package, new Thermostat, new OSA Sensor, and CO2 Sensor • Estimated annual savings: 382 kWh/ton and 57 therms/ ton • Incentive paid to Trade Ally: $1250

13. Cost-Effectiveness Cost-Effectiveness determined for each option based on minimum tonnage allowed • PMC set costs based on field knowledge and pilot results • Incentive designed to pay close to 100% of expected costs • Seen as best way to get contractor buy-in • Incentive is flat, so cost-effectiveness increases with tune-up of larger ton units • Measure life was hard to determine • Only open to service contractors with existing service contracts • Set at 5 years as conservative estimate for units with existing service contracts. Use regional data to true-up in future.

14. Cost-Effectiveness (Office) Note: Minimum size for Option #1 & Option #2 is 3-tons Minimum size for Option #3 thru Option #6 is 5-tons

15. Cost-Effectiveness Cost-Effectiveness determined for each option based on minimum tonnage allowed • PMC set costs based on field knowledge and pilot results • Incentive designed to pay close to 100% of expected costs • Seen as best way to get contractor buy-in • Incentive is flat, so cost-effectiveness increases with tune-up of larger ton units • Measure life was hard to determine • Only open to service contractors with existing service contracts • Set at 5 years as conservative estimate for units with existing service contracts. Use regional data to true-up in future.

16. On the Horizon Savings and Program true-up • Repeat metering approach used in 2009 retrofit pilot • If possible, select site with repetitive RTU’s and similar tune-up options performed • Use RTUG efforts to inform M&V protocol requirements • Determine gas savings for units installed with DCV • True-up savings estimates using 68°F changeover and 4-tons • Perform service contractor interviews to determine effectiveness of checklist and paperwork • Explore installed program mix to determine which options are preferable • Review installation costs to determine appropriate incentive level

17. Where Are We Today ? (RTUG Meeting)

18. Sequence of Operation • Sent out 74 Existing Building HVAC Trade Ally Applications first week of April • Received 30 completed applications by the 19th of April • Set and trained the first 11 applicants • 1 Astoria • 1 Redmond • 1 Jacksonville • 1 Grants Pass • 7 in Portland metro area • Next 19 appointments are pending

19. These Are The Numbers Month One As of May 19th the savings on paper, on my desk, approved, and being installed and tuned-up are: • Total Economizers being installed: 51 for a total of 176.5 Tons #1 with DCV savings: 266,868 kWh and 10,060 therms #2 with out DCV savings: 264,750 kWh and 706 therms • Total Tune-ups being done: 102 for a total of 806 Tons #3 T’stat & Sensor only savings: 198,274 kWh and 3,224 therms #4 Sensor only savings: 101,556 kWh and 0 therms #5 DCV only savings: 211,172 kWh and 45,942 therms #6 All the above savings: 307,892 kWh and 45,942 therms

20. Training • History lesson on why we need to do this, 64% don’t work • Go through required paper work and train Trade Ally how to qualify the RTUs • Incentives • Quality Control • Conclusion

22. Review • Install new economizer packages • 3 thru 4 ton, 7years to present • Repair existing economizers • 5 thru 20 ton, 10 years to present • Install new thermostats • Set schedules and temperatures for new and existing thermostats for maximum energy savings • Install new sensors and set for maximum energy savings • Require 68°F changeover temperature. • Install new DCV / CO2 controls.

23. Contact Lockheed Martin Daniel Wilkinson 621 SW Morrison St. Suite 550 Portland, OR 97205 daniel.wilkinson@lmco.com Direct: 503-243-7687 Cell: 971-678-6457 Fax: 503-243-1154 www.energytrust.org

24. R4 Database Site Summary Pre- and Post- Service Summary Fan kW Fan duty (fraction of full load) Baseload kWh/day Balance point temp Slope kWh/day/degF Demand @ 80 degF, Stage 1&2 kW • Site ID • RTU ID • Weather data • Annual kWh pre- • Annual kWh post- • Compressor stages • Compressor max duty (frac of full load) • Economizer (y/n) • Monitoring level

25. Performance Tested HVAC Contractor Debrief OverviewPresented to: the RTF Rooftop Unit Working GroupMay 26, 2010 Presented by: Mira Vowles, P.E., CEM Emerging Technology Project Manager BPA Energy Efficiency

26. Performance Tested HVAC Contractor Debriefing Meetings • Apollo Sheet Metal (4/9/2010) • Campbell & Company (4/9/2010) • MacDonald Miller Facility Solutions (4/12/2010) • Portland Energy Conservation, Inc. (2009)

27. Performance Tested HVAC Lessons Learned

28. RTU Service Protocol – 1/19/10 • Economizer recommissioning: C7650 sensor & snap disk changeouts, 2-stage t-stat, actuator circuit-dampers, controls as needed; changeover temp recommended @ 68°F [track problems] • Option: add economizer for 3-4-5 ton units [ETO ≤ 7yr newer] • Temperature split screening for charge check. Check if split is over 30deg. • Agnostic on refrigeration charge diagnostic approach/tools • Airflow! Legal/contractor issue, not a program issue? ASH 62! seasonal? Don’t need prog spec. Discuss with RTF? Document as found condition. Inform contractors on Best Practice. • Condenser coil cleaning #1; evap #2 wet or dry, brush/water preferred. • Scheduling/fans where feasible • Filter - visible inspection • DCV?

29. Web-Enabled T-Stat/ControlsPresented to: the RTF Rooftop Unit Working GroupMay 26, 2010 Presented by: Kathy Hile Research Project Manager Cadmus Group

30. DreamWatts - Cadmus Scope of Work • Evaluate energy savings and product performance on 20 RTUs: • Persistence of savings • Enhanced control over typical small commercial building control systems. • Reduction in energy usage • Owner engagement and satisfaction with product and any barriers to adoption

31. Web-Enabled Data Collection For sites with Web Enabled Programmable Thermostats, Excel files consisting of the following data will be provided: 2 years of data at 60 second intervals for each RTU, with the opportunity to download 4 Excel data files) • Thermostat temperature or calculated control temperature (1/100 degrees C) • Remote sensor temperatures, if installed (1/100 degrees C) • Relative Humidity (%) • Cooling set point (1/10 degrees C) • Heating set point (1/10 degrees C) • Override state (whether an override is in effect) • Fan relay state (closed/open) • State of heating relays (both open, stage 1 closed, stage 2 closed) • State of cooling relays (both open, stage 1 closed, stage 2 closed) • Lockout state (none, all functions require PIN, all but override entry require PIN) • Amperage • Voltage • Power in Watts • Power Factor • Frequency • Energy (kWh since inception/initialization of the register) • ComLynx (-25 C) • Zip code based outdoor temperature from www.weather.com collected every 30 minutes

32. Premium VentilationFan Cycling DCV Research Funded by: Bonneville Power Administration Incentive Partners: EWEB & ETO

33. Premium Ventilation Package Regional HVAC Savings DOE2 based analysis

34. Premium Ventilation:Significant RTU Savings • Premium economizer savings, plus • Fan savings when not heating or cooling • More accurate ventilation during occupied period • Reduced ventilation when not occupied • Estimated (DOE2) HVAC savings: 25% - 45% regionally • Compare potential savings in Sacramento, CA: • SEER 13 to 15: 0.22 kWh/sf • Premium Ventilation: 2.0 kWh/sf • Limited field testing for functionality: • Two RTUs with adequate data for savings prediction: RTU Savings (n=2) 13.1%; 66.3% • Savings vary widely with base condition and loading

35. Its time to let the low cost, 35-year old solid-state economizer controllers go Just too many wires up on the roof. A combined programmable thermostat with BACnet DDC controller is now here at a reasonable price from multiple manufacturers Its Time for Stand-Alone DDC

36. Sequence Improvements Occupancy Sensor based setpoint and ventilation Duty cycling would circulate air at least every 30 minutes Stand-alone demand reduction Allow night flush cooling Advantages of DCV-IFC Interface with any staged rooftop unit with an economizer, With the fan off when not needed less damper leakage Greater savings than VSD power reduction at low speed Lower cost as no VSDs and associated wiring or motor upgrades are required. Higher reliability, as electronic economizer (solid-state) controls are replaced with digital logic. Ventilation monitored and controlled DCV Integrated Fan Control (DCV-IFC)

37. ASHRAE 62.1 Ventilation Standards Met with Fan Cycling

38. Assuming ~$300 for rewiring, Dual controller still cost net ~$100 more Rewired single controller in space preferred Cost still in one-off stage Bids Are In *Building unit includes ethernet connection & programming station

39. Update: BPA Emerging TechnologiesPresented to:Regional Technical ForumRooftop Unit Working Group May 26, 2010 Presented by: Mira Vowles, P.E., CEM Emerging Technology Project Manager BPA Energy Efficiency

40. EE Emerging Technology (E3T)

41. Scan Screen New Offer Assess Stage Gate 1 Stage Gate 2-4 Stage Gate 5 Stage Gate 6-7 Benefits & Potential Scorecard Identification Scorecard Funding Proposal Scorecard New Offer Documentation Size of Market Potential 10 9 8 7 6 6 EE Qualified Measure List E3T Priority List 4 4 2 2 Technical Promise 0 0 2 4 6 8 10 Time to Market E3T Technology Identification and Selection Process BPA Technology Innovation and Confirmation Technology Summary Project Proposal Technology Potential E3T Intake List Project Portfolio

42. Part 1 E3T -Technology Identification and Selection BPA E3T – Energy Efficiency Emerging Technology Program Selection Process Web Site Collaboration • HVAC TAG members: EWEB, NEEA, NYSERDA, SMUD, Davis Energy Group, NBI, MacDonald Miller, PSE, PAE, LBNL, SCE, Arup, SCL, AHRI, BC Hydro, PG&E • Energy Management TAG: New members needed

43. 2009 HVAC Technical Advisory Members

44. Prioritization: Technologies Reviewed by 2009HVAC Technical Advisory Group

45. 2010 HVAC Technical Advisory Group June 10TH Meeting * Propose new technologies * Rank measures 45

46. Technology Identification and Selection - Web Site

47. Current E3T RTU Assessment Projects

48. How to Participate - TAGs • E3T Technical Advisory Groups • Purpose: Regional and national experts submit, evaluate and prioritize emerging technologies and make recommendations to BPA through an in-depth guided process • Participation: New members for Energy Management are needed for 2010 • Contact: Jack Callahan, BPA Energy Efficiency, jmcallahan@bpa.gov • Jack Zeiger, WSU Energy Program, zeigerj@energy.wsu.edu • Learn More: Visit the BPA Web site: www.bpa.gov/energy/n/emerging_technology/index.cfm

49. NORTHWEST ENERGY EFFICIENCY TECHNOLOGY ROADMAP MARCH 2010 BPA Technology Innovation

50. Prioritization: EE Technology Roadmap 2010 - Top 15 R&D