Quality Installation of Forced Air Furnace and Air

Quality Installation of Forced Air Furnace and Air Source Heat Pump Retrofits in BC Homes

Importance of Quality Installation Poor design and installation practices can impact occupant comfort and equipment performance US DOE estimates that majority of HVAC systems do not perform at their rated efficiency due to improper installation Reduces performance by as much as 30% Recent BC-focused study suggested that only 32% of the studied ASHP installations were well-matched with heating requirements

Importance of Quality Installation (cont’d…) Quality installation leads to: Improved client satisfaction More referrals and fewer call-backs Differentiation between high quality and poor, lower cost and quality installations More comfortable indoor environments Equipment lasts longer and performs better

Training Overview THIS SECTION WILL COVER A BRIEF WELCOME, AGENDA OF COURSE CONTENT, AND BEST PRACTICES FOR GETTING THE MOST OUT OF THE TRAINING.

What this Course Covers Module 1 : Introduction and Overview Module 2: Design Module 3: Installation Module 4: Distribution Aspects Module 5: Commissioning Module 6: Owner Education and Maintenance

Module 1: Introduction and Overview This module covers: Introduction to the content and equipment types covered throughout the course Assessment of knowledge level of the learners for effectively deliver the training program Overview of the rebate programs and participation information

Module 2: Design This module provides: In-depth review of building science topics and important energy concepts to the design of HVAC systems Better understanding of how the home works as a system The science behind best practices and challenges faced in residential retrofits Canadian standards and geographical considerations in designing HVAC system

Module 3: Installation This module discusses: Hallmarks of a quality installation for total comfort Minimum professional techniques and required tools for quality installation Verification process of proper heating & cooling airflow for best performance Adequacy of electrical load and circuit protection System control requirements Installation checklists for contractor to ensure consistent, quality installs

Module 4: Distribution Aspects In this module learners will explore: Industry best practices on preventing duct leakage Creating optimal airflow balance Producing appropriate documentation to showcase their work

Module 5: Commissioning This module focuses on: Different types of testing of installed systems to ensure quality installs and optimal performance Checklists for contractors to use in the field and ensure consistent work Existing commissioning checklists (e. g. Fortis. BC gas furnace rebate commissioning checklist)

Module 6: Owner Education and Maintenance This last module covers: How to educate homeowners on operating and maintaining their equipment Documents to be provided to the homeowners Checklists for homeowners to use in this education endeavor

Knowledge Check THIS SECTION WILL PROVIDE A BRIEF KNOWLEDGE CHECK ON THE OBJECTIVES OF THE COURSE. THIS WILL BOTH PROVIDE INFORMATION ON THE KNOWLEDGE OF THE LEARNER BEFORE AND AFTER THE COURSE, AND HELP BETTER INFORM ANY FUTURE VERSIONS OF THE COURSE.

Knowledge Check There will be a break at this point in the video module and a quiz/knowledge check will appear.

Equipment Overview THIS SECTION WILL DISCUSS THE RELEVANT EQUIPMENT TYPES COVERED THROUGHOUT THE COURSE.

Common HVAC Systems and Equipment Heating: Forced air systems: Natural gas, oil, propane, electric, or biomass Furnace + Air Handling Unit + Ductwork + Registers Hydronic systems: Natural gas, oil, propane, electric, or biomass Boiler + Recirculation Pump + Distribution Loop + Terminal Units (Radiators) Electric baseboards Fireplaces, fireplace inserts and space heaters: Natural gas, oil, propane, electric, or biomass Hydronic systems, electric baseboards, and fireplaces are not covered as part of this training. However, furnaces and heat pumps may interact with these systems.

Common HVAC Systems and Equipment (cont’d…) Cooling: Air conditioners: Also out of scope of this training, although they are very similar to heat pumps in many ways Heating and Cooling: Heat pump Systems Air-source heat pumps (ASHPs) Ground-source heat pumps and water-source heat pumps both out of scope of this training

Forced Air Systems: Furnaces Natural Gas Furnace Components of a Variable Speed Gas Furnace

Forced Air Systems: Airflow Configurations Up-flow Down-flow Typical Furnace Configurations Horizontal

Air-Source Heat Pumps: Cycles Air-Source Heat Pump Heating Cycle Air-Source Heat Pump Cooling Cycle Source: NRCan, Heating and Cooling with a Heat Pump

Air-Source Heat Pumps: Technology Overview Types of Air-Source Heat Pumps: Centrally Ducted Mini-Split Ductless (Single zone or multi-zone) Mini-Ducted Includes both Conventional and Cold Climate variants Conventional ASHPs: Heat pump mode with outdoor temp as low as -8°C to -12°C Cold Climate ASHPs: Heat pump mode with outdoor temp as low as -25°C (Mitsubishi is claiming up to -35°C)

Air-Source Heat Pumps: Technology Overview (cont’d…) Mini-split ASHP Centrally-ducted ASHP

Air-Source Heat Pumps: Main Components Ducted Mini-split Air-Source-Heat Pump

Air-Source Heat Pumps: System Layouts Centrally Ducted ASHP System

Air-Source Heat Pumps: System Layouts (cont’d…) Ductless (Mini-Split) ASHP Systems a) Single Zone b) Multi Zone

Air-Source Heat Pumps: System Comparison Centrally Ducted Whole home system consisting single outdoor unit, air handler, and duct work throughout the building. Transfers heat from the space to the refrigerant by circulating air using duct network. Larger homes with central heating and cooling (forced air system) having existing ductwork in good condition. Ductless Mini-Splits Single or multi-zone (i. e. one or more indoor units connected to one or more outdoor units). Heat is transferred to or from the space directly by circulating refrigerant to indoor units located near or within the conditioned space. Ideal for single zone, isolated zone homes with no ductwork, and baseboard heating. Can also be used in homes with undersized ducting. Mini-Ducted Multi zone system consisting single outdoor unit, air handler, and a comparatively short duct work connecting couple of zones. Transfers heat from the space to the refrigerant by circulating air using duct. Ideal for medium size home with multiple zones with no ductwork, and baseboard heating.

Air-Source Heat Pumps: Supplementary Heating Heat pumps less efficient at colder outdoor temperatures Where applicable, supplementary heating is used at colder temperatures (i. e. beyond thermal balance point) Also sometimes used during defrost cycles Two configurations: Integrated with the heat pump system (e. g. electric resistance coil) Supplemental heat (e. g. electric baseboards or fossil fuel furnace) Where it’s easily achieved, recommended that it be sized for emergency (backup) heating

Air-Source Heat Pumps: Dual Fuel Systems Existing fossil fuel system can be used as supplementary heating system Existing system generally sized to meet entire space heating load May be an economic benefit to using existing system during colder weather, when heat pump is less efficient Electric grid benefits since there is reduced demand on the coldest days of the year Dual-Fuel Air-Source Heat Pump in Heating Mode

HVAC System Performance HEATING: AFUE: Annual Fuel Utilization Efficiency ◦ % of heat transferred into the house vs the amount of fuel purchased ◦ Seasonal performance metric, applies to fossil fuel furnaces HSPF: Heating Seasonal Performance Factor ◦ BTU of heating output per watt-hours of energy consumed ◦ Most commonly used measure of the heating efficiency of heat pumps Source: Natural Resources Canada Equipment Type Min Standard Gas furnaces AFUE ≥ 92% Centrally Ducted ASHPs HSPF ≥ 7. 0 Ductless ASHP Mini-Ducted ASHPs Current: HSPF ≥ 7. 1 Starting in 2020: HSPF ≥ 7. 39 HSPF ≥ 6. 3

HVAC System Performance (cont’d…) COOLING: Equipment Type EER: Energy Efficiency Ratio ◦ BTUs of cooling per watt of electrical power ◦ Efficiency of cooling equipment at test conditions Central AC SEER ≥ 14 Centrally Ducted ASHPs SEER ≥ 14 Ductless ASHP SEER ≥ 14 Mini-Ducted ASHPs SEER ≥ 12 Min Standard SEER: Seasonal Energy Efficiency Ratio ◦ Annual BTUs of cooling divided by annual electrical power input ◦ Accounts for part-load performance throughout year Source: Natural Resources Canada

Rebate Programs and Participation THIS SECTION WILL EXPLORE HOW PARTICIPANTS CAN LEVERAGE REBATE PROGRAMS AND PARTICIPATION IN THEM TO BETTER SERVE THEIR CUSTOMERS.

General Eligibility Fortis. BC or BC Hydro residential customer (or participating municipality) Primary heating: electricity, natural gas, fuel oil, or propane 12 months utility billing history Eligible home: Single family detached dwelling Mobile home on permanent foundation Side-by-side duplex or row townhouse (if each unit has its own utility meter) Single family detached dwelling with secondary suite

Who is Not Eligible Utility accounts in the name of a strata corporation Multi-unit residential buildings (e. g. stacked townhouses, high-rises and apartments) Vacation homes or premises that are not occupied year round Garages, workshops and outbuildings Newly constructed buildings New additions to an existing building

Tools You Can Leverage Financial Incentives Training Resources

Financial Incentives Better Homes BC https: //betterhomesbc. ca/rebates/cleanbc-better-homes-and-home-renovation-rebateprograms/ Home Renovation Rebate Program https: //www. bchydro. com/powersmart/residential/savings-and-rebates/current-rebates-buybacks/home-renovation-rebates. html

Better Homes BC Rebates and Incentives

Individual Upgrade Rebates Ø Primary space heating: ◦ Gas furnace or boiler ◦ Air source heat pump Ø Secondary space heating: ◦ Gas fireplace Ø Water heating: ◦ Gas hot water heater ◦ Electric heat pump water heater Ø Building envelope (all heating types): ◦ Insulation ◦ Windows and Doors

Primary Space Heating – Natural Gas Space Heating System Rebate Amount Natural gas furnace 95 -96. 9% AFUE $500 Natural gas furnace > 97% AFUE* $700 Natural gas boiler >94% AFUE $1, 000 ENERGY STAR certified natural gas combination heating and hot water system $1, 200 P 9 certified combination heating and hot water system $1, 200 *This rebate is funded in part by the Province of British Columbia and Government of Canada.

Natural Gas Furnace Requirements • Replacement must be primary heating source • Natural gas must be your current primary heating system fuel type • Old furnace ≥ 10 years old and not require repairs over $1000 • Installed by a gas contractor licensed with Technical Safety BC • Installed with a two-pipe direct vent system • Commissioning sheet • Eligible models (including eligible rebate amount): www. fortisbc. com/furnace

Two-pipe direct vent system • Key feature of a quality furnace installation • Significantly more energy efficient than a one pipe installation ◦ • First pipe provides outside air to the sealed combustion chamber ◦ • Second pipe vents exhaust gases outside • Photo required with rebate program application

Commissioning Sheet • Verifies that the newly installed furnace has been adjusted so it is performing according to the manufacturer’s specifications. • Completed by contractor • A copy of the completed commissioning sheet must be submitted with rebate program application

Space Heating – Air Source Heat Pumps Heat Pump System Rebate Amount (by primary heating fuel type before upgrade) Electricity from Fortis. BC Electricity from BC Hydro Fuel Switch from NG, Propane or Oil to Electric Heat Pump* Ductless Mini Split, Variable Speed (HSPF > 10. 00, SEER >18) $1, 200 $1, 000 N/A Ductless Mini Split, Variable Speed (HSPF > 9. 30, SEER >16) N/A $3, 000 Ductless Multi Split, Variable Speed (HSPF > 9. 30, SEER >18) $2, 000 $1, 000 $3, 000 Central Ducted, Variable Speed, Tier 2 (HSPF > 9. 30, SEER >16) $2, 000 $3, 000 Central Ducted, Tier 1 (HSPF > 8. 50, SEER >15) $1, 200 N/A $1, 200

Air Source Heat Pump General Requirements • Installed according to manufacturer specifications • Sized to operate as primary heating system • Heat load calculation recommended • Replacing electric heating system: ◦ • Old system must be hard-wired

Variable Speed Mini Split Requirements Rebate Amount (by primary heating fuel type before upgrade) Heat Pump System Variable Speed Mini Split (HSPF > 10. 00, SEER >18) Ductless Mini Split, Variable Speed (HSPF > 9. 30, SEER >16) Electricity from Fortis. BC Electricity from BC Hydro Fuel Switch from NG, Propane or Oil to Electric Heat Pump* $1, 200 $1, 000 N/A N/A $3, 000 • Variable speed compressor • AHRI certified reference number • Indoor unit must serve main living area • Not eligible • Replacing or adding to existing heat pump • Homes with fossil fuel primary back up heat (fireplaces ok) *This rebate is funded in part by the Province of British Columbia and Government of Canada.

Variable Speed Multi Split Requirements Rebate Amount (by primary heating fuel type before upgrade) Heat Pump System Variable Speed Multi Split (HSPF > 9. 30, SEER >16) Electricity from Fortis. BC Electricity from BC Hydro Fuel Switch from NG, Propane or Oil to Electric Heat Pump* $2, 000 $1, 000 $3, 000 • Variable speed compressor • AHRI certified reference number • Indoor unit must serve main living area • Not eligible • Replacing or adding to existing heat pump • Homes with fossil fuel primary back up heat (fireplaces ok) *This rebate is funded in part by the Province of British Columbia and Government of Canada.

Variable Speed Mini Split and Multi Split Requirements (cont’d…) • If heated by fossil fuel (oil, natural gas or propane) before heat pump: ◦ Heat pump must replace fossil fuel system ◦ Fossil fuel heating equipment must be removed or decommissioned according to all applicable laws

Eligible Mini Splits and Multi Splits AHRI Variable-Speed Mini -Split and Multi-Split directory: www. ahridirectory. org Indoor Type: • Mini Split: Mini-Splits • Multi Split: Ducted Indoor Units, Non-Ducted Indoor Units, Mixed Ducted and Non-Ducted Indoor Units, or Specific

Centrally Ducted, Variable Speed – Tier 2 Rebate Amount (by primary heating fuel type before upgrade) Heat Pump System Variable Speed Central Ducted Tier 2 (HSPF > 9. 30, SEER >16) Electricity from Fortis. BC Electricity from BC Hydro Fuel Switch from NG, Propane or Oil to Electric Heat Pump* $2, 000 $3, 000 • Variable speed compressor • AHRI certified reference number • Not eligible: • Replacing existing heat pump • Fossil fuel back up ok (with conditions) *This rebate is funded in part by the Province of British Columbia and Government of Canada.

Centrally Ducted – Tier 1 Rebate Amount (by primary heating fuel type before upgrade) Heat Pump System Variable Speed Central Ducted Tier 1 (HSPF > 8. 50, SEER >15) Electricity from Fortis. BC Electricity from BC Hydro Fuel Switch from NG, Propane or Oil to Electric Heat Pump* $1, 200 N/A $1, 200 • Variable speed compressor not required • AHRI certified reference number • Not eligible: • Replacing existing heat pump • Fossil fuel back up ok (with conditions) *This rebate is funded in part by the Province of British Columbia and Government of Canada.

Centrally Ducted ASHP Requirements • If heated by oil before heat pump: ◦ • Heat pump must replace oil system ◦ • Oil heating equipment must be removed or decommissioned according to all applicable laws ◦ • Dual fuel oil furnace/heat pump not eligible • If heated by natural gas or propane before heat pump: ◦ • Heat pump must replace gas system OR be integrated into combined dual fuel furnace/heat pump system ◦ • Gas heating equipment must be removed, decommissioned OR modified according to all applicable laws

Dual Fuel Heat Pump Systems • For product lifetime, thermostat, outdoor temperature switchover control or equipment control board must be set to: ◦ ◦ Lower Mainland: 0°C Vancouver Island: 0°C Southern Interior: -5°C Northern Interior: -5°C • Sized to meet home heat demand at or below temperature set point • AHRI certified reference number must show either the outdoor unit and indoor unit only, or the outdoor unit, indoor unit and furnace. • Heat load calculation is required and must be included in the application.

Eligible Central Systems AHRI Heat Pump and Heat Pump Coils directory: www. ahridirectory. org

Contractor Incentive Program Ø$50 per unit SPIF available if: ◦ Heat pump is installed and replaces a fossil fuel (oil, natural gas or propane) heating system ◦ Mini-split, multi-split and central ducted systems qualify ØMonthly payments will be made by cheque to the company

How to Apply ØRead the program Terms and Conditions to confirm eligibility ØComplete the online application form ØMust be submitted within 6 months of upgrade installation ØUpload copies of all required supporting documentation including invoices ◦ www. bchydro. com/homerebates ◦ www. fortisbc. com/homerebates ◦ www. betterhomesbc. ca

Required Supporting Documentation q. Invoices or receipts q. Utility Account Holder Consent form (if applicable) q. Energy Advisor Supported Rebates form (if applicable) q. Proof of removal/decommissioning/modification of fossil fuel system (if applicable) q. Commissioning sheet (if applicable) q. Photos (if applicable) q. Heat Load Calculation (Dual fuel/combination heat pump systems only)

Invoices or Receipts q. Contractor’s company name and address q. Contractor’s contact information and GST number q. Invoice date q. Homeowner/customer name and installation address q. Make and model number of all items purchased and installed q. Total cost (including labour) q. Proof of payment or payment plan (e. g. PAID stamp)

Sample Invoices ØSample invoices at: ◦ www. bchydro. com/homerebates ◦ www. fortisbc. com/homerebates ◦ www. betterhomesbc. ca

Proof of Removal, Decommissioning or Modification - Fossil fuel heating system ØRequired for “convert to electric” heat pump installations ◦ Convert from oil, natural gas, or propane to electric heat pump (space and/or water heating) ØAccepted documentation: ◦ Local government permit or inspection report ◦ Invoice from removal/decommissioning/modification contractor or heat pump installation contractor

Rebate Payments ØBC Hydro customers: cheque, credit on bill or e-transfer ØFortis. BC customers: cheque ØUp to 90 days for processing once all required documentation is received ØIssued to Participant

Site Visits ØRandomly flagged for site visit before rebate payment is issued ØVerify eligibility and upgrades ØResult in approved, conditional or denied application ØParticipant must respond within 30 days of receiving site visit notice ØVisits performed by IOE Consulting ◦ ◦ ◦ 60 -90 minutes to complete Need access to all areas of home Collect info on products installed Take photos of upgrades Compare with application form and required documentation

Customer Support Ø Call ◦ Better. Homes. BC Energy Coach: 1 -844 -881 -9790 ◦ BC Hydro: 1 -800 -224 -9376 • Fortis. BC gas: 1 -877 -740 -0055 ◦ Fortis. BC electricity: 1 -866 -436 -7847 Ø Websites ◦ Better. Homes. BC: betterhomesbc. ca ◦ BC Hydro: bchydro. com/homerebates ◦ Fortis BC: fortisbc. com/homerebates

Download the Rebate Overview for an at a glance guide to current rebates and offerings. Rebate Overview Rebates and Incentives