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California HVAC Program Strategy. 2009-2011 IOU Program Overview. CPUC HVAC Workshop June 24, 2009. AB 2021. “A revitalized HVAC industry will contribute to increased energy efficiency and reduced peak

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California HVAC Program Strategy

2009-2011 IOU Program Overview

CPUC HVAC Workshop

June 24, 2009

ab 2021
AB 2021

“A revitalized HVAC industry will contribute to increased energy efficiency and reduced peak

electricity use. California’s consumers will recognize and demand quality installations and

maintenance services of cooling and heating systems that result in lower peak energy use, better

comfort, higher reliability, and better indoor air quality…”

the strategic plan
The Strategic Plan

Section 6: Heating, Ventilation and Air Conditioning

“The residential and small commercial HVAC industry 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.”

strategic planning goals
Strategic Planning Goals

Goal Goal Results

  • Consistent and effective compliance, enforcement and verification of HVAC-related building and appliance standards.
  • Quality installation and maintenance becomes the industry and market norm.
  • Whole building design and construction practices fully integrate building performance objectives to reduce cooling and heating loads.
  • New climate-appropriate HVAC technologies (equipment and controls, including system diagnostics) are developed with accelerated market penetration.

HVAC-related permits are obtained for 50 percent of installations by 2015 and 90+ percent by 2020.

By 2020, 100 percent of systems are installed to quality standards and optimally maintained throughout their useful life.

Integrated design and construction practices are standard practice by 2020.

At least 15 percent of equipment shipments are optimized for California’s climate by 2015 and 70 percent by 2020.

2009 2011 statewide hvac program
2009-2011 Statewide HVAC Program
  • Comprehensive statewide set of downstream, midstream and upstream strategies designed to ensure that:
    • HVAC technology, equipment, installation, and maintenance are of the highest quality;
    • Quality installation and maintenance practices are easily recognized and requested by customers;
    • The HVAC value chain is educated and understands their involvement with energy efficiency and peak load reduction; and
    • The above changes lead to sustained profitability for HVAC trade allies as the business model for installing and maintaining heating and cooling systems changes from a commodity-based to a value-added service business
2009 2011 statewide hvac program6
2009-2011 Statewide HVAC Program
  • Consists of seven parts:
    • Core (over arching program description and implementation plan)
    • Technologies & Diagnostics Advocacy
    • HVAC Workforce Education & Training
    • Energy Star Residential QI
    • Commercial QI
    • Residential QM & Commercial QM Development
    • Upstream Equipment
slide7
Core

An innovative, collaborative, coordinated effort to transform utility-administered HVAC efficiency programs:

  • Establishes “HVAC Program Management Team.”
  • Establishes “Joint Program Management Team” consisting of IOU Program Managers from HVAC, Codes & Standards and Emerging Technologies.
  • Establishes the “HVAC Industry Leadership Task Force.”
slide8
California HVAC Program Strategy

IOU Joint Program Management Team

(Coordination of program activities)

Provide insight, guidance and prioritization of statewide HVAC efforts

HVAC Industry Leadership Task Force

HVAC

Program Management

Codes & Standards Program Management

Emerging Technologies

Program Management

Provide management and oversight of all HVAC program activities

Ensure consistent HVAC standards are implemented across 3P programs

Third-Party Programs

Statewide Residential and Commercial HVAC Program

Statewide

Codes & Standards Program

Statewide

Emerging Technologies Program

Facilitate and act as a resource for implementation of Task Force activities

ENERGY STAR Residential Quality Installation

EPA

ENERGY STAR

Western Cooling Efficiency Center

Provide program guidance and participation requirements

Commercial

Quality Installation

Manage program activities under direction from IOUs

Upstream HVAC

Equipment Incentives

Technology and Systems Diagnostics Advocacy

Residential and Commercial

Quality Maintenance

Coordination and sharing of information/best practices

Statewide

Workforce Education & Training

HVAC Workforce Education & Training

technologies diagnostics advocacy
Technologies & Diagnostics Advocacy

Comprehensive technical and policy-based action that addresses HVAC’s critical role in achieving California’s “Zero Net Energy” goals

technologies diagnostics advocacy10
Key Activities

Establish partnership with Western Cooling Efficiency Center

Benchmark/prioritize in field diagnostics and maintenance approaches

Accelerate the market introduction of a range of advanced evaporative-based cooling technologies

Increase, optimize and maintain the energy and peak efficiency performance of vapor-compression–based cooling equipment

Stimulate market-based solutions to widespread adoption of FDD

Technologies & Diagnostics Advocacy

Comprehensive technical and policy-based action that addresses HVAC’s critical role in achieving California’s “Zero Net Energy” goals

New climate-appropriate HVAC technologies (equipment and controls, including system diagnostics) are developed with accelerated market penetration.

hvac workforce education training
HVAC Workforce Education & Training

Dedicated effort that offers education and training opportunities targeted at all levels of the HVAC value chain

hvac workforce education training12
Key Activities

Deliver consistent training on ANSI accredited Quality Installation (QI) and Quality Maintenance (QM) through industry training channels

Create profitable pathways for HVAC industry practitioners who wish to migrate from HVAC-only to “house as a system” services

Develop university level curriculum on whole-building design

Establish advanced HVAC training centers, building on a combination of IOU-managed centers, existing HVAC training infrastructure and the education community

HVAC Workforce Education & Training

Dedicated effort that offers education and training opportunities targeted at all levels of the HVAC value chain

Quality installation and maintenance becomes the industry and market norm

Whole building design and construction practices fully integrate building performance objectives to reduce cooling and heating loads

commercial quality installation
Commercial Quality Installation

Promote the design and installation of commercial systems per the appropriate industry standards (e.g. ACCA, SMACNA and ASHRAE)

commercial quality installation14
Key Activities

Highlight importance of using minimum standards and encourage their use to size, select, install and commission new and replacement equipment

Raise the quality level of middle-tier contractors by setting minimum performance standards

Demonstrate the value to consumers of a properly designed and installed system

Demonstrate the value to contractors of a sustainable business model based on quality

Commercial Quality Installation

Promote the design and installation of commercial systems per the appropriate industry standards (e.g. ACCA, SMACNA and ASHRAE)

Quality installation and maintenance becomes the industry and market norm

Consistent and effective compliance, enforcement and verification of HVAC-related building and appliance standards.

energy star residential quality installation
ENERGY STAR® Residential Quality Installation

Financial incentives to homeowners who have a system installed in accordance with ANSI/ACCA 5 QI-2007: HVAC Quality Installation Specification

energy star residential quality installation16
Key Activities

Highlight importance of using minimum standards and encourage their use to size, select, install and commission new and replacement equipment

Raise the quality level of middle-tier contractors by setting minimum performance standards

Demonstrate the value to consumers of a properly designed and installed system

Demonstrate the value to contractors of a sustainable business model based on quality

ENERGY STAR® Residential Quality Installation

Financial incentives to homeowners who have a system installed in accordance with ANSI/ACCA 5 QI-2007: HVAC Quality Installation Specification

Quality installation and maintenance becomes the industry and market norm

Consistent and effective compliance, enforcement and verification of HVAC-related building and appliance standards.

residential qm and commercial qm
Residential QM and Commercial QM

In partnership with the HVAC industry, deploy two comprehensive O&M programs that improve system performance, capture savings and provide a high ROI to the end-user

residential qm and commercial qm18
Key Activities

Quantify energy savings benefits of “quality” and “premium” residential and commercial maintenance services

Evaluate feasibility of measures that improve system performance (i.e. TXV retrofits, economizers, DCV, portable FDD, ECM motors, etc.)

Demonstrate the value to consumers of a) properly maintained systems (per industry standards) and of b) new, but proven “premium” maintenance practice

Demonstrate the value to contractors of a sustainable business model based on quality and premium maintenance

Residential QM and Commercial QM

In partnership with the HVAC industry, deploy two comprehensive O&M programs that improve system performance, capture savings and provide a high ROI to the end-user

Quality installation and maintenance becomes the industry and market norm

upstream equipment
Upstream Equipment

Influence distributor and manufacturer stocking and sales practices to increase the market share of energy efficient equipment

upstream equipment20
Key Activities

Influence contractor equipment specification choices by increasing the available stocking of high efficiency HVAC equipment

Create a regional coalition of utilities that adopt a consistent delivery approach for residential and commercial equipment incentives

Use program to influence manufacturer development and contractor stocking of equipment that performs optimally in California’s climate

Upstream Equipment

Influence distributor and manufacturer stocking and sales practices to increase the market share of energy efficient equipment

New climate-appropriate HVAC technologies (equipment and controls, including system diagnostics) are developed with accelerated market penetration

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