A Utility Perspective: HVAC Workforce Education and Training Presented by: Anne Marie Blankenship Southern California Edison

Agenda  Background and Climate for HVAC in California  Informing data and industry feedback  Utility Programs – past and present  Implementing an Integrated Approach  Collective Leadership: Real World Example  On the Horizon – New Technologies  Summary

Southern California Edison  Investor Owned Utility  Regulated by the California Public Utility Commission (CPUC)  Energy Division  Serves nearly 14,000,000  Leading HVAC Sector Strategy

California Climate & the 2020 Vision  California Long-term Energy Efficiency Strategic Plan (CLTEESP), U pdated, 2011  Western HVAC Performance Alliance (WHPA) created, 2009  HVAC Action Plan, 2011 – Goal results needed for CLTEESP  By 2015  HVAC-related permits are obtained for 50 percent of installations.  At least 15% of equipment shipments are optimized for California’s climate.  By 2020  100% of systems are installed to quality standards and optimally maintained.  Integrated design and construction practices are standard practice.

“Residential and small commercial HVAC will be transformed to ensure that technology, equipment, installation, and maintenance are of the highest quality to promote energy efficiency and peak-load reduction in California’s climate.” -HVAC Chapter, CLTEESP

Western HVAC Performance Alliance WHPA – 24 Member Categories California IOUsEngineering Societies CPUCGovernment (non-CPUC) Certifying BodiesHVAC Manufacturers Code Officials AssociationsHVAC Manufacturer Associations Contractors (Non-residential)HVAC/Building Science Media Contractors (Residential)Organized Labor Contractor AssociationsOther Stakeholders Controls ManufacturersProperty/Facility Firms DistributorsProperty/Facility Associations Distributor AssociationsPublicly Owned Utilities Educators/TrainersResearch Institutions Energy Efficiency GroupsQuality Assurance Providers

Industry Feedback  Need for Career Lattice for HVAC industry  Lack of Contractor support for Technician Certification  Shortage of Certified HVAC instructors and Accredited HVAC Instructional Programs  Inconsistent HVAC technician career preparation  Lack of continuity and coordination in building design, construction, installation, maintenance, and service  Proper Refrigerant Charging and Evacuation Procedures  Proper Calibration of Thermometers and Gauges  Low Percentage of Permitted HVAC Work

Research Findings  Studies conducted by California utility companies of residential HVAC equipment show that:  72% of the systems are over-sized  68% are improperly charged  70% have improper air flow  91% have not be tested for combustion efficiency “..Duct leakage, refrigerant undercharge, oversized heat pump with nominal ductwork, low indoor airflow due to undersized ductwork, and refrigerant overcharge have the most potential for causing significant performance degradation and increased annual energy consumption.”

Other Key Areas  Title 24  Economizers  Comprehensive Approach: Whole Building  Value proposition of quality installation, maintenance, and service

HVAC Impact An Integrated Approach I.Apply Innovation – Maximize Impact and program cost effectiveness through continual enhancement of HVAC programs I.Demonstrate Value – Transform the HVAC industry by realizing persistent, verifiable savings and improvements in Total Cost of Ownership III.Create Jobs – Translate recognition of value into sustained demand for skilled technicians and contractors IV.Align Skills – Ensure ‘pipeline’ of skilled technicians aligns with the evolving requirements of Energy Efficiency and HVAC performance optimization I. Innovation (Program) II. Value (Program) III. Jobs (WE&T) IV. Skills (WE&T)

WE&T integration in HVAC Programs  WHPA  Collaborate with industry recognized credentialing providers and training organizations  Program requirements  Provide program training  Additional training providing stackable credentials  Incorporate real time feedback  Increase workforce capacity and capability  Drive market transformation

HVAC Optimization Programs Refrigeration Control Panel Testing & Calibration Fresh Air, Return, & Exhaust Air Dampers Checked For Obstruction & Lubrication Electrical Connections Checked Filter Replaced With Proper Media Cooling Coil Cleaning Unit Air Delivery System / Ductwork Refrigerant & Refrigeration Compressor Adjustments Condenser Fan/Motor Checked & Lubricated Condenser Coil Cleaning Burner Section Combustion & Draft Tests Return Air Fan/Motor & Supply Fan/Motor Checked And Lubricated Refrigerant Charge Adjustment Holistic approaches address entire HVAC systems over years

Cultivating a New Workforce  How do we get technicians engaged and empowered to effect change?  What do techs need to know and how can we teach them?  How do technicians translate the value they provide to end- users to achieve market transformation?

Partner Collaboration: ADEC Advanced Digital Economizer Controls  Advanced Digital Economizer Controls  Critical need area – key goal identified by WHPA  Co-development of curriculum by industry recognized training organizations  Requirement by program for receiving incentive on measure  Demand Control Ventilation with Variable Frequency Drive (DCV with VFD)  Critical add on to ADEC  Requirement by program for receiving incentive on advanced measure

Advanced Technologies & New Products (Expected Launch: Q2-2015) Evaporative Pre-Cooling of Condenser Air Demand Control Ventilation (DCV) Variable Frequency Drive (VFD) on Roof Top Unit Supply Fan Expected Savings:Product Name/Description: Approx. 160 kWh/0.3 kW/ton Approx kWh/0.095 kW/ton Approx kWh/0.095 kW/ton Market: Any Building w/multiple A/C Units Assemblies, Schools, Small Offices, Restaurants, & Small / Large Retail Stores Assemblies, Schools, Hospitals and Nursing Homes, Hotels, Small / Large Offices, Restaurants, Retail Stores, & Storage Facilities

In Summary  Be inquisitive about the landscape  Identify and partner with diverse stakeholders  Emphasize the fundamentals  Hands-on application  Partner students with industry mentors and coaches  Educate students on the value of Quality Installation and Quality Maintenance  Emphasize a whole building approach  Transform the market

Join Us for Utility Town Hall 5:15 this evening in room Legacy South 1 Contact info: Anne Marie Blankenship