1. Heat Pump Specifications Summary of Requirements for RTF and PTCS Installations and Updates November 4, 2003

2. Overview System sizing (currently based on balance point; new recommendation is to use ARI procedure) Compressor protection, refrigerant piping, etc. Duct sizing, sealing Airflow, refrigerant charge Controls

3. RTF vs. PTCS RTF = “should” PTCS = “shall” “Shall” requires testing and gets a bigger incentive

4. Comparison of RTF/PTCS Specs (partial) Section #/RTF Spec 2.4 -- No related spec 4.1.5 -- Room by room heat loss calculation recommended. 4.1.6 -- the default ACH for the natural infiltration in the heat loss calculation must be 0.5 unless a blower door is used to determine otherwise. 4.1.7 -- The default duct system efficiency used in the heat loss calculation must be 80% unless a duct blaster is used to determine otherwise. 4.2 -- It is recommended to not allow a balance point higher than 35 degrees. The balance point worksheet must be submitted with the bid. 4.5 --It is recommended to install an outdoor thermostat or equivalent. PTCS Spec Any low ambient compressor cutout control installed may not be set at a temperature greater than 0 degrees. Room by room heat loss calculation required. A blower door must be used to determine the natural infiltration rate used in the heat loss calculations. A duct blaster must be used to determine the duct system efficiency used in the heat loss calculations. A balance point higher than 35 degrees may not be used. The balance point worksheet must be submitted. An outdoor thermostat or equivalent is required.

5. Heat Pump Control Settings/Adjustments Outdoor thermostat/back up heat usage Low ambient cut out Defrost type

7. Courtesy Proctor Engineering Group

8. Seasonal COP - Heating - Portland

9. Recent Changes Wording: references to Climate Crafters removed New recommended ARI sizing technique (as described by Palmiter)

10. In-Field Installation Guidelines & Documentation Detailed installation outline and start-up form available Illustrated field guide is needed that references RTF and PTCS specs; guide could be modeled on SGC and MAP builder guides

11. Summary Box specs are important BUT Quality installation is just as important Control settings are critical to heat pump performance Documentation is necessary to promote one level of performance Testing is necessary to ensure a higher level of performance