1 NORTHWEST ENERGY EFFICIENCY ALLIANCE Northern Climate HPWH Specification Update Dave Kresta, NEEA 11/10/11

2 Agenda  Northern Climate Specification background  Overview of latest changes  Product Assessment/Qualified Products List  Market Transformation

3 Technical Workgroup – Thank you Amarnath, K.R. (Ammi)Electric Power Research Institute (EPRI) Bedney, KacieBonneville Power Administration (BPA) Callahan, JackBonneville Power Administration (BPA) Carter, BruceTacoma Power Eklund, KenWashington State University Extension Energy Program Harris, JeffNorthwest Energy Efficiency Alliance (NEEA) Kresta, DaveNorthwest Energy Efficiency Alliance (NEEA) Lis, DavidNortheast Energy Efficiency Partnerships, Inc. (NEEP) Parker, GrahamBattelle Northwest Labs Serenius, KaraFortisBC Inc. Sklar, PaulEnergy Trust of Oregon Stephens, CharlieNorthwest Energy Efficiency Alliance (NEEA) Vasquez, StephanieBonneville Power Administration (BPA) Watier, KevinSnohomish County PUD

4 Why a Northern Climate Spec? Ensure energy savings & customer satisfaction in “Northern” climates  Reliable energy savings in real world, real climate conditions  Ensure customer satisfaction with hot water delivery, noise, reliability, etc. Long term goal: Influence Federal standards (DOE and Energy Star)

5 Timeline and Direction First version released October 28, 2009 Interaction with all major US mfgs and numerous European and Asian mfgs  Testing done on GE, AO Smith, Rheem, Air Generate, Bosch, Daikin Comments provided to Energy Star June 24 th and September 8th  Public announcement for updated specification: November 17  Changes likely next year to track with DOE test procedure updates

6 Overview of Contents and Changes  Scope: Integrated units only, split-systems in future  Energy Star compliance  Product Tiering  Northern Climate Energy Factor  Northern Climate Delivery Rating  Sound levels  Freeze Protection  Warranty/Service  Compressor shut-down/notification  Ducting Condensate Management  Air filters: maintenance/notification  Minimal electric element usage NEW Updated NEW Updated NEW

7 New: Product Tiers Minimum Northern Climate EF Minimum “Northern Climate” Features Minimum supported installation locations Sound levels Tier  ENERGY STAR compliance  Semi-conditioned  Unconditioned dBA < 65 Tier 2 2.0Tier 1 plus:  Minimal use of electric heating elements*  Freeze protection  Exhaust ducting option  Compressor shut- down/notification  10 year Warranty  Condensate Mgmt  Conditioned  Semi-conditioned  Unconditioned dBA < 60 Tier 3 2.4Tier 2 plus:  Intake ducting option  Air Filter Mgmt  Conditioned  Semi-conditioned  Unconditioned dBA < 55 *In default operating mode, units shall make minimal use of electric resistance heating elements in order to maximize energy savings potential. During the first draw of the standard DOE First Hour Rating Test, the electric resistance heating element shall not be turned on until at least 66% of the tank’s measured water volume has been withdrawn. Measured volume is defined as the amount of water the unit under test actually stores and not the rated tank volume.

8 New: Northern Climate Energy Factor Concept: Calculate an Energy Factor (EF NC ) representative of performance for equipment installed in unconditioned, house buffer spaces (e.g. garages and unheated basements) in northern climates. Process: Leverage existing EF DOE test (at 67 °F) with additional measurement and calculations to determine EF NC  Conduct additional EF test at 50°F ambient, 50°F inlet  Determine compressor “shut-off” temp, tank UA, and EF with resistance element  Use weighted distribution of temperature bins  Calculate single EF NC value

9 T bin Table Climate data from 6 Northern cities (Boston, Chicago, Indianapolis, Minneapolis, Omaha, Seattle) SUNCODE and SEEM models used to calculate tempering effect of garage and basement locations Assumes 50/50 distribution of garage and basement locations jT j (°F)fjfj

10 New: Northern Climate Delivery Rating Concept: Rate units on ability to deliver hot water in cool ambient conditions while maintaining high efficiency operation in the default operating mode. Reported in how many showers the water heater can give until the outlet temperature gets too cold or the efficiency drops significantly (resistance element turns on). Will not be used to determine Northern Climate Spec compliance, but rather a sizing aid for consumers Draw profile: 8 mins at 2gpm, 5 min off, repeat

11 Qualification Process  Product Assessment worksheet available  NEEA will manage “Qualified Products” list  NEEA will continue lab testing through

12 Market Transformation Roadmap Market Share Time Codes & Standards Want to be here We are here

13 Market Barriers  Availability of Northern Climate product  Cost  Installer and Distributor network adoption  Difficult consumer buying experience

14 Moving Forward Market engagement o Plumbers/HVAC Installers o Distributors/Suppliers o Manufacturers Regional Market Engagement Plan development o Draft ready early 2012 o Will include:  Training events  Upstream incentive structure development (Tier 2)  Quality Assurance Program Workgroup o Contact Alexis Allan

15 Available Materials o Updated “Best Practices” installation guide Educational materials Conduit Heat Pump Water Heater Regional Collaboration Group

16 Questions and Comments?

17 NORTHWEST ENERGY EFFICIENCY ALLIANCE Thank you Dave Kresta,

18 Additional slides

19 Northern Climate EF Calculations  1.0 Test setup and procedure:  EF 67 : Follow standard DOE 24-hour test procedure (Section 6 of 10 CFR Pt. 430, Subpart B, App. E).  EF 50 : Follow standard DOE 24-hour test procedure with the following adjustments:  Ambient conditions shall be 50°F dry bulb, 44°F wet bulb (58% R.H.).  Inlet water temperature: 50°F  C cutoff : Compressor cut-off temperature. See Appendix E.

20 NC EF (continued)  2.0 Calculation Methodology:  The Northern Climate EF utilizes a temperature bin weighted calculation. The method is based on the Heating Seasonal Performance Factor (HSPF) method for space conditioning heat pumps.  Definitions:  EF 67 is the energy factor from the standard DOE 24-hour test, at 67°F.  EF 50 is the energy factor based on the standard DOE 24-hour test, at 50°F.  EF R is the energy factor for the HPWH operating in resistance- only heat mode.

21 NC EF (continued)

22 Northern Climate Delivery Rating  1.0 Test setup:  Follow setup procedure for standard DOE 24- hour test (Section 6 of 10 CFR Pt. 430, Subpart B, App. E) with the following changes to test conditions:  T amb = 50°F, T set point = 120°F, T inlet water = 50°F, Airflow = unrestricted.

23 NC Delivery Rating (continued)  2.0 Test procedure:  Draw Pattern: draw 2 gpm for 8 minutes followed by 5 minutes with no draw. Repeat this segment as many times as necessary until the test ending conditions are met.  Test ending sequence:  Begin the test ending sequence when either of the following conditions occurs: a) Outlet water temperature, T out, falls below 105°F or b) Any resistance element in the tank turns on  After these conditions occur, finish the current draw cycle and complete one subsequent draw cycle. Allow the tank to recover then terminate data collection. 