HPWH Regional Collaboration Workshop Welcome HPWH Regional Collaboration Workshop

Workshop Objectives Information sharing Gain alignment on a unified, regional strategy for HPWHs Provide launch pad for ongoing collaboration Facilitator: Julie Hayes, Milepost Consulting Jeff Harris: Why are we here?

Introductions Who are you? Who do you work for? What is your title/role?

Workshop Agenda – Day 1 Time Meeting Opening Welcome and Introductions Objectives and Agenda Review Ground Rules 9:30 – 10:00 Presentations NEEA BPA Group Feedback 10:00 – 11:00 11:00 – 12:00 12:00 – 12:15 LUNCH 12:15 – 1:00 Energizer Activity 1:00 – 1:30 Power Council EPRI PSE SNOPUD 1:30 – 2:00 2:00 – 2:30 2:30 – 3:00 3:00 – 3:30 BREAK - Refreshments 3:30 – 3:45 Presentation PGE 3:45 – 4:15 4:15 – 4:45 Wrap Up Review and announcements 4:45 – 5:00

HPWH Initiative Update

Topics HPWH Vision and Strategic Roadmap Northern Climate Spec update Lab Testing update Current Market/Retail activities -------------- Lunch topic – Northern Climate Energy Factor (10 min) HPWH Vision and Strategic Roadmap – Dave (10 min) Northern Climate Spec update (brief) - Dave (20 min) Lab Testing update – Mark (15 min) Current Market/Retail activities – Alexis -------------- (30 min) Lunch topic – Northern Climate Energy Factor - Jeff

Vision HPWHs that deliver energy savings and customer satisfaction in a wide variety of climates and applications – including colder Northern climates Wide adoption of HPWHs in replacement and new construction markets leading to Federal standards for all sizes of water heaters

NEEA HPWH Strategic Roadmap Northern Climate Spec 1.0 Mfg. outreach Market “Conditioning” Lab Testing – NCS compliant NCS v2.0 Updated test methods Updated Market Research Field Testing Early Adopter Market Acceleration Deemed Savings Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2009 2010 2011 2012

Northern Climate Spec Update Technical specification for HPWHs installed in Northern Climates: Guide manufacturers Guide program and market transformation initiatives Scope Residential, integrated HPWH systems Focus Performance Customer Satisfaction First version released October 28, 2009

Contents Energy Star compliance Northern Climate Energy Factor Freeze Protection Compressor shut-down/notification Ducting Sound levels Condensate Management Air filters: maintenance/notification

Market Response/Current Status Several European units found to meet spec Numerous Chinese mfgs NEEA lab testing: Air Generate – positive results Skysea: starting this month Major mfg with ducting kit : testing now Major mfg : testing within month Future Products

Proposed updates to Specification Northern Climate Energy Factor Northern Climate First Hour Rating Freeze Protection Test Sound Measurement Test Clarification on ducting requirements: exhaust ducting is required, intake ducting is optional.

Lab Testing Update

Ambient Air Conditions Test Summary Lab: Cascade Engineering Services, Redmond Washington Test Date: Winter 2011 Test Protocol: Compressor Performance Mapping DOE Standard Rating Tests Operating Mode Characterizations Fan and Airflow Measurements Draw Patterns Test Name Ambient Air Conditions Airflow Inlet Water Outlet Water Operating Mode Test Description Dry-Bulb Wet-Bulb RH inch. static F % COP Mapping COP-30 30 28 80% 0.25" 55 130 Comp. Only Fill tank with inlet water T. Turn tank on and heat to outlet set point. COP-50 50 44 58% COP-50w 49 95% COP-40-auto 40 39 Default Draw Profiles DP-4 67.5 57 50% 58 135 Conduct draw pattern. DP-4-40 45

Test Unit Manufacturer: AirGenerate Model: ATI66 Features: 66 gallon nominal (64 measured) Tank Material: Stainless Steel Refrigerant – 410A Electric Element – 4kW Compressor Size – 7700 BTU/Hr Exhaust ducting Reverse cycle defrost Supports simultaneous resistance element and heat pump operation

COP – (30F / 80%RH)

COP – Auto Mode (40F / 95%RH)

Draw Profile – Varied Ambient Draw profile targets 30 gallons Based on small draw pattern from Gas Technology Institute (GTI) * Smaller draw profile can be performed quickly DP4-67 DP4-40 Ambient 67.5F, 50% RH 40F, 95% RH Tinlet 58F 45F Tsetpoint 135F EF 2.2 1.5 * Kalensky, D. and Scott, S. GRI-06/0014, GTI Combo System Field Test Final Report, Gas Research Institute, December 2006.

COP – Compressor Only – (50F / 58%RH)

COP – (50F / 58%RH) / w(50F / 95%RH)

Fan Characterization Fan maintains significant flow over range of static pressures All COP mapping condutcted under 0.25" static pressure except low-flow 40F test at 0.75"

COP Test Summary Findings Ave COP for Tank T: 60F->120F Comments COP-95 4.25 COP-67 3.15 COP-50 2.49 2 defrost cycles COP-50w 3.04 1 defrost cycle. Higher enthalpy than COP-50 results in higher COP COP-40_auto 1.71 COP decreased by use of upper element in auto mode to heat top 1/3 of tank to set point. Defrost cycles. COP-40_auto075 1.73 As in COP-40 except static pressure set to 0.75”. COP not lower partially because fan power drops & heat transfer not compromised. COP-30 1.89 Many defrost cycles

Questions / Discussion

Current HPWH Retail/Market Activities

Retail Engagement & Feedback Initial Goals: Offer guidance to consumers Provide tools to retail staff to answer customer Support retail channel Provide tool for more information

Retail Activity Leveraged BPA Program to place POP in Lowes & Home Depot Coordinated placement with Sears Staff in field every 4-6 week visits Monitors POP placement Engages/trains retail staff Retail partnership is key Launched into stores October 2010 93% placement in Home Depot & Sears 73% Sears Field staff monitors and captures how product is places, signage etc. Cognizant and respectful to our market partners – work to expand relationship with US manufacturers not destroy

www.smartwaterheat.org The purpose of this site and the POP material is really a defense move…as I said the region is excited and we think the product is so close to being able to meet the needs of the majority of customers in the region…but didn't want to muddy the retail channel, believed it was important to put an education piece out there that helped set customer expectations and also provided a tool for retailers to help address customer questions. The retail channel sells 50% of the water heaters and to meet the long term goals with this product its important customers and retailers have good experiences with happy customers….not angry I want to return this equipment immediately customers.

Trade Ally Outreach & Coordination Exploring partnerships Plumber network Distributors HVAC professionals Leveraging existing relationships Installation tools Best practice guide Lay of the land for water heaters Distributing Best Practice Guide to plumbers Distributing POP material to water heater distributors Sharing NEEA/regional strategy – Contractors/plumbers have had previous experience too and they are hesitant…its great when we can talk to DHP contractors…understand the support that is available Laying the foundation for a larger effort….putting the pieces in place and creating the partnerships so that when we are confident we have a N. product that can meet the needs of most homeowners…we’re ready to hit the “Go” button.

Thank You

Northern Climate Energy Factor Lunch Time Northern Climate Energy Factor

Why a Northern Climate Energy Factor? Current DOE EF calculated at 67 degrees F Climate sensitive EF better predictor of savings and customer satisfaction Helps differentiate products

Calculation Method Calculation is based on the HSPF procedure which creates a single value from a weighted distribution of temperature bins. Definitions: EF67 is the energy factor from the standard DOE 24-hr test. EF40 is the energy factor from the Northern Climate simulated use test. EFR is the energy factor for the HPWH operating in resistance heat only mode. Uses tested value if reported, or assigned as 0.85. Applies whenever compressor is not operational

Calculation Method: T bin Table WA Example MT Example GA Example j T db(F) Hours f 1 >72 601 6.9% 900 10.3% 2 67 545 6.2% 391 4.5% 3 62 902 559 6.4% 4 57 1476 16.8% 643 7.3% 5 52 1606 18.3% 789 9.0% 6 47 1350 15.4% 797 9.1% 7 42 1298 14.8% 727 8.3% 8 <37 982 11.2% 3954 45.1% Hours f 3340 38.1% 910 10.4% 883 10.1% 797 9.1% 751 8.6% 560 6.4% 626 7.1% 893 10.2%

Calculation Method (continued) The Northern Climate Energy Factor is calculated as: (1) Where j is the bin #, fj is the fraction of hrs for that bin, and: EFj = (Tj-40)*mEF + EF40 (2) Where mEF is the slope connecting the two energy factors: mEF= (EF67-EF40) / (67-40) (3)

Example Calculations Using NW climate example T bin weightings. Ex A Ex B Ex C Ex D EF67 2.0 2.4 2.2 2.5 EF40 1.3 1.7 1.5 1.8 Low T Limit 50°F none Tdb (F) Ex A Ex B Ex C Ex D 72 2.13 2.53 2.33 2.63 67 2.00 2.40 2.20 2.50 62 1.87 2.27 2.07 2.37 57 1.74 2.14 1.94 2.24 52 1.61 2.01 1.81 2.11 47 0.85 1.68 1.98 42 1.55 1.85 37 1.42 1.72 EFMT: 1.23 1.38 1.70 EFWA: 1.40 1.64 1.82 2.12 EFGA: 1.71 2.02 2.32 Peak winter load impact?

Future Needs for EFNC Development Representative operating temperature bins Climates and install locations Set # of varied ambient conditions for EF draw patterns Currently using 2. More is better but takes time. Create a representative draw pattern to use in the simulated use test Ideal pattern is completed in 8-12 hours (or less) Target 40-50 gallons

Imagine. Consider. Think.

Imagine… Heat Pump Water Heaters could change the landscape of energy efficiency in the Pacific Northwest. Imagine how Heat Pump Water Heaters could change the landscape of energy efficiency. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Every home should have a Heat Pump Water Heater. Consider… Every home should have a Heat Pump Water Heater. Consider what we can do to ensure every home has a Heat Pump Water Heater. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Think… Heat Pump Water Heaters could be the key to achieving our regional energy efficiency goals. Think about how we might navigate the current market conditions to achieve our regional energy efficiency goals. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Imagine. Consider. Think. What are 5 key components to successfully implementing Heat Pump Water Heaters in the Pacific Northwest? http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Imagine. Consider. Think.

Imagine the Pacific Northwest as installed in every home. The Pacific Northwest is a leader in energy efficiency solutions. Imagine the Pacific Northwest as a leader in finding the most effective path to Heat Pump Water Heaters being installed in every home. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Consider… It’s going to take a collaborative effort to get Heat Pump Water Heaters into every home. Consider what connections, collaborations, and resources you have available to make this vision a reality. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Heaters a mass market solution for Think… Working together could lead to desired outcomes quicker and more effectively. Think about the possibilities of working together to make Heat Pump Water Heaters a mass market solution for energy efficiency. http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Imagine, Consider, Think – Exercise 2 How might every organization here today contribute to the vision of HPWHs in every home? http://www.sightline.org/research/sust_toolkit/communications-strategy/jonathanpoisner

Wrap up, Review, Announcements

Workshop Agenda – Day 2 Time Meeting Opening Objectives and Agenda Review Ground Rules Day 1 Headlines, thoughts and key questions remaining 8:00 – 8:15 Building the Vision and Strategies World Café Small Group Discussions 8:15 – 9:30 Report Out – Results of World Café 9:30 – 10:15 BREAK - Refreshments 10:15 – 10:30 Open Forum 10:30 – 11:30 Task Force Identification Areas for future collaboration Self-identification of Task Force Identification of Task Force “leads” 11:30 – 12:15 Wrap Up Benefits of Workshop What would you like to see next time? Next Steps Closing thoughts 12:15 – 12:45 LUNCH 12:45

Dinner: LaVita e Bella @ 6:30 Meet in lobby of Marriott @ 6:15

Day Two

HPWH Regional Collaboration Workshop Welcome – Day 2 HPWH Regional Collaboration Workshop

Workshop Objectives Information sharing Gain alignment on a unified, regional strategy for HPWHs Provide launch pad for ongoing collaboration

Workshop Agenda – Day 2 Time Meeting Opening Objectives and Agenda Review Ground Rules Day 1 Headlines, thoughts and key questions remaining 8:00 – 8:15 Building the Vision and Strategies World Café Small Group Discussions 8:15 – 9:30 Report Out – Results of World Café 9:30 – 10:15 BREAK - Refreshments 10:15 – 10:30 Open Forum 10:30 – 11:30 Task Force Identification Areas for future collaboration Self-identification of Task Force Identification of Task Force “leads” 11:30 – 12:15 Wrap Up Benefits of Workshop What would you like to see next time? Next Steps Closing thoughts 12:15 – 12:45 LUNCH 12:45

Small Group Discussion

Group Discussion – Round 1 Ground rules: Choose a note taker Everyone participates 15 minutes

What is your goal for HPWHs by the year 2012? World Café – Question 1 What is your goal for HPWHs by the year 2012?

Group Discussion – Round 2 Ground rules: Note takers stay at your table Everyone else move tables Can’t sit with anyone you just sat with 15 minutes Note takers “translate” last group’s input Select a new note taker: Add additional comments Address Question #2

World Café – Question 2 What are the most critical market barriers and how could they best be addressed?

Group Discussion – Round 3 Ground rules: Note takers stay at your table Everyone else move tables Can’t sit with anyone you just sat with 15 minutes Note takers “translate” last group’s input Select a new note taker: Add additional comments Address Question #3

What key opportunities can be leveraged and how? World Café – Question 3 What key opportunities can be leveraged and how?

Group Discussion – Round 4 Ground rules: Note takers stay at your table Everyone else move tables Can’t sit with anyone you just sat with 15 minutes Note takers “translate” last group’s input Select a new note taker: Add additional comments Address Question #4

World Café – Question 4 What could we achieve through collaboration that we could not achieve alone?

Group Discussion – Report Out 1) Note taker at each table share “headlines” 2) As you listen, write down your key observations/take-aways from this discussion

Open Forum

Task Force Identification Areas for future collaboration Self-identification of task force sub-groups Identification of sub-group facilitators

Wrap Up

Next Steps Task Force sub-group progress reports Conduit Next meeting? Post-conference survey (coming)

Thank You!