1. HPWH Regional Collaboration Workshop
Welcome
HPWH Regional Collaboration Workshop

3. 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?

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

5. 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

6. HPWH Initiative Update

7. 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

8. 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

9. 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

10. 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

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

12. 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

13. 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.

14. Lab Testing Update

15. 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

16. 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

17. COP – (30F / 80%RH)

18. COP – Auto Mode (40F / 95%RH)

19. 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.

20. COP – Compressor Only – (50F / 58%RH)

21. COP – (50F / 58%RH) / w(50F / 95%RH)

22. 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"

23. 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

24. Questions / Discussion

25. Current HPWH Retail/Market Activities

26. 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

27. 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

28.
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.

29. 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.

30. Thank You

31. Northern Climate Energy Factor
Lunch Time
Northern Climate Energy Factor

32. 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

33. 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

34. 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%

35. 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)

36. 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?

37. 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 gallons

38. Imagine. Consider. Think.

39. 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.

40. 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.

41. 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.

42. Imagine. Consider. Think.
What are 5 key components to successfully implementing Heat Pump Water Heaters in the Pacific Northwest?

43. Imagine. Consider. Think.

44. 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.

45. 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.

46. 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.

47. Imagine, Consider, Think – Exercise 2
How might every organization here today contribute to the vision of HPWHs in every home?

48. Wrap up, Review, Announcements

49. 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

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

51. Day Two

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

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

54. 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

55. Small Group Discussion

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

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

58. 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

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

60. 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

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

62. 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

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

64. 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

65. Open Forum

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

67. Wrap Up

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

69. Thank You!