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Home My WebLink AboutRESPONSE - RFP - P1015 RESIDENTIAL HVAC TRAININGCity of Fort Collins: Proposal No. P1015 CITY OF FORT COLLINS 215 North Mason Street, 2nd Floor, P.O. Box 580, Fort Collins, CO 80522-0580 (970)221-6775 Load Calculation & Equipment Sizing Training for HVAC Technicians Proposal by: Proctor Engineering Group, Ltd. 418 Mission Ave. San Rafael, CA 94901 (415)451-2480 john@proctoreng.com March 16, 2006 IV. Training techniques Both sponsoring bodies and attending technicians have commented on the qualities and techniques that make Proctor Engineering trainings memorable, valuable, and long-lasting (see independent evaluation and attendee quotes in Qualification section). Beyond nationally acclaimed instructors, student -friendly materials, and delivery methods geared for all levels of learners, Proctor Engineering training works and lasts because of the following techniques: • Our vast knowledge base and research experience assures that we know what we're talking about. • Our decades of working directly with technicians has given us an understanding of the technicians real -life experience, challenges, and capabilities. • Practice sessions are essential. They make the material real, not just a bunch of words and papers • We listen to questions and we make sure they are answered to the student's satisfaction. • We deliver the training without pressure, intimidation, or judgment. • We make ourselves available for follow-up interaction, which has resulted in long-term relationships with several students, contractors, and training providers. This non -intimidating interaction with and attention to students creates a training experience that is interesting, relevant, and compelling to all participants. V. Software Proctor Engineering has conducted the largest to -date study on available products for HVAC load calculations. Of the qualifying computer software methods, RHVAC from Elite Software was the most user friendly and Right-J from Wright Associates most closely followed ACCA Manual J. PEG will provide samples and students will work with one of these software programs in the Fort Collins training. If the two-day training curriculum is chosen, one full day will be spent with the participants using one of the two software packages. V1. Certification Within a week following the training, each qualifying student will receive a certificate of completion from Proctor Engineering Group. The certificate will document their attendance and the material covered in the training. Proctor Engineering Group Trainings are regularly approved for continuing education credits by BPI, NATE, EEBA, AIA, and RESNET. Proctor Engineering Group will apply to each of these organizations for authorization and, upon approval, fill out the appropriate paperwork for attending students. Proctor Engineering Group, Ltd Page 8 Fort Collins: P1015 Vil. Class Size We suggest a class size of 20 to 30 students. A class of this size will allow students to receive the attention they need, and everybody's questions will get answered. Distractions are kept to a minimum, and a unity and consistency can be achieved. Though we have successfully delivered the material to larger audiences, the impact and effectiveness declines, and it becomes harder to stick to the schedule and timeline. We have successfully delivered this program (except for the hands-on software training) to audiences of over 50. The maximum size for the hands-on software training (Day 2 if desired) is 20 students. Vlll. Resources The following resources have been divided into three groups: those provided by Proctor Engineering, those provided by Wrightsoft, and those provided by the City. Resources provided by Proctor Engineering Group • The instructor, curricula, and experience • PowerPoint presentation and projector (including instructor's laptop) • Sample load calculation software (Elite or Right J) • Training binder for each student, which includes: o Printout of the presentation o Worksheets for practice sessions o Necessary excerpts from Manuals J, S, and D o Support materials, including Proctor research and reports o Copies of PEG Home Energy articles "Bigger Is Not Better' and "If Bigger Is Not Better, What Is?" • Certificate of completion for each qualifying student. Resources provided by Wrightsoft • Instructor and software • 18 Laptop Computers Resources provided by City of Fort Collins • Recruit participants • Remind participants to come • Training space to accommodate registered students, with desks or tables • Sign -in desk and staffing • One support staff the day of training • Presentation screen • Easel, flip pads, and markers • Coffee, tea, and water for students (possibly lunch) • Pens and note paper Proctor Engineering Group, Ltd Page 9 Fort Collins: P1015 IX. Staffing John P. Proctor, PEG President, Tom Downey, PEG Senior Program Manager, and Mike Sims, PEG Senior Trainer will develop the training per the specifications of the City of Fort Collins (resumes attached). A sample binder will be delivered to the Fort Collins representative prior to the training for approval. John Proctor or Tom Downey will deliver the training. A Proctor Engineering staff member will also be designated at the PEG contact, and he/she will be dedicated to administrative support and communication. X. Qualifications Proctor Engineering Group, Ltd (PEG) was founded by John P. Proctor, P.E. The PEG staff have a 25-year history of addressing Light Commercial and Residential Building Energy Issues from the widest perspective - integrating engineering analysis with measured performance and "sleeves rolled up" implementation training. We have trained and certified over 2000 technicians in various aspects of quality HVAC. We have presented information at conferences to easily over 10,000 individuals. We continue to work with North American Technician Excellence (NATE) program in designing certification tests for HVAC technicians. In addition to our training efforts we address several critical issues of building performance: • Conducted field and laboratory studies across the United States concerning air conditioner performance, air leakage testing and analysis/ventilation and source pollutants. • Wrote the national Building Performance Institute standards for ACs and heat pumps. • Tested and compiled field data on more than 100,000 cooling systems. • Awarded grants to research AC performance, system optimization, furnace airflow performance, AC design evaluation, sizing effects, duct integrity, sealing effectiveness, fittings design, and impacts on the house as a system. • Prepared the first application of refrigerant charge and airflow verification to California's Residential Title 24 Standards and co -wrote the implementation of refrigerant charge, airflow testing into every Title 24 standard since that time. • Designed and built three prototype air conditioners for and climate applications Our company's primary focus is ensuring the quality of the work accomplished by HVAC contractors. The majority of our personnel are actively engaged in that activity. Both John Proctor and Tom Downey have worked extensively in Colorado, as citizens, HVAC researchers, trainers, and field technicians. Mr. Proctor founded four non -profits in Colorado including: Sun Power Association and Westside Energy Co-op. Mr. Proctor is very familiar with the climates of Colorado since he has lived in multiple locations from the high prairie (La Junta) to 10,250 feet elevation in Alice, Colorado. John Proctor is a voting member of the ASHRAE 62.2 Standards committee that sets ventilation standards for small residential buildings. He was a voting member of ASHRAE 152 Standards committee since its inception through the full development of the Duct Standard. Through a grant from the Department of Energy, PEG researched HVAC, duct leakage, sealing, and design for small commercial buildings. Protocols were developed as a result of these studies. Proctor Engineering Group, Ltd Page 10 Fort Collins: P1015 Recent Experience A quick review from short-term memory of relevant recent experience includes: City of Austin HVAC Training Developed and Presented Monitoring AC and Furnaces (included determining actual load Developed Research Plan and NEEP compared to Manual J) Implemented Plan New Construction Baseline Study Developed Study, Analyzed LIPA(including AC sizing) Data, Wrote Final Report Training (including AC and Duct Affordable Comfort sizing) Developed and Presented 2005 California Title Primarily Responsible for 24 Standards Sizing Specifications Sizing Issues EEBA Training Developed and Presented Primary Author on AC and BPI Standards Development Furnace Efficiency NATE Energy Efficiency Test Development Consultant CEE Quality Installation Standards Consultant ACCA Quality Installation Standards Consultant AC Program Design and CPUC Implementation Designer and Implementer ASHRAE Training AC Public Training Testing Glazing Change Effects, Commensurate Air Conditioner Roseville Window Sizing Changes, and Energy/Peak AC Specialist on Research Experiment Results Team Testing Glazing Change Effects, Fort Worth and Fort Commensurate Air Conditioner Wayne Window Sizing Changes, and Energy/Peak AC Specialist on Research Experiments Results Team Details on some selected programs: Heating Specialist and Air Conditioning Specialist Training & BPI Certification Program, Austin Energy, Austin Texas, 2005 Proctor Engineering Group developed and administered a one -week intensive heating and AC specialist training to Austin technicians, contractors, and AE observers. The training prepared students for BPI Certification in several areas of HVAC sales and service, including load calculation and equipment sizing. The program received high marks in both student and sponsor evaluations. Residential Heating and Cooling Training:and nd Equipment Demonstration/Sales Project, San Diego Gas & Electric, San Diego CA, 2000 - 2001 Proctor Engineering Group trained, evaluated, and monitored more than 250 HVAC technicians in advanced techniques of air conditioner retro-commissioning and duct testing and sealing. The program tested (and repaired when necessary) close to 5,000 systems, exceeding program cost and savings goals in both years of operation. Monthly reporting, verification, and customer support were also provided throughout the life of the program. Proctor Engineering Group, Ltd Page 11 Fort Collins: P1015 Three related AC/Heat Pump Training and Retro-Commissioning Programs in Oregon, Oregon Department of Energy, Emerald Peoples Utility District, Eugene Water & Electric Board, 2002 - Ongoing Proctor Engineering Group is responsible for the training, evaluation, and monitoring of more than 50 HVAC technicians across Oregon. The peak load reduction program retro-commissions residential and light commercial air conditioners and heat pumps. PEG also provides analysis and reporting to the sponsors, and third party service verification to Oregon customers. Production and savings have reached or exceeded program goals in each year of operation. Innovative Peak Load Reduction Program, California Energy Commission (CEC), Sacramento, CA, 2001-2002 Design, implementation, training, monitoring, and reporting of residential and light commercial air conditioner retro-commissioning program. PEG recruited, trained, and monitored 517 technicians employed by 211 HVAC contractors to test and optimize the efficiency of air conditioners throughout the state. More than 30,000 systems were tested. The program delivered deemed peak reductions of 30.32 MW or 118% of the goal. It also exceeded the production goals on both residential and commercial units Model Energy Communities Program, Pacific Gas & Electric Company, San Francisco, CA, 1991- 1992 The Model Energy Communities Program was described as the largest transmission and distribution demand -side management program in the United States. Proctor Engineering Group provided lead residential technical consulting services and training. Proctor Engineering Group's services included: • Implementation assistance in the project start-up phase. • Development of protocols used by residential program field personnel including Manual J calculations. • All classroom and field training for residential program personnel. • Supervised the replacement of 200 units resized to Manual J load estimates Post -Training Assessments: The field training offered by Proctor Engineering was given very strong marks by both experienced and novice contractors. Residential Contractor Training Evaluation, Wirtshafter Associates, Inc. Presenter is helping to build a good foundation. Anonymous Evaluation - HVAC Salesperson Would absolutely recommend this training. I would definitely hire Proctor for any HVAC programs we had. Anonymous Evaluation -- Utility Employee One observation offered from the League of California Home Owners: they noticed lower complaint rates and greater voucher activity where CheckMe!® field training was available. Residential Contractor Training Evaluation, Wirtshafter Associates, Inc. Proctor Engineering Group, Ltd Page 12 Fort Collins: P1015 "Once my technicians compete the CheckMe! training, they have a new and more complete understanding of the systems they service and install. They can really see problems with systems that were previously undetected." Dave Cottingham, President Aire Doctor, Inc. Corona, CA "Absolutely recommend this training. Content is just right" Anonymous Evaluation -- Utility Employee "The training provided by Proctor has been very comprehensive and valuable in helping us better serve our customers." Kevin O'Camb, Service Manager Action Air Conditioning & Heating Vista, CA XI. Proposed Hours and Compensation Compensation/Hours Category Two -Day Training One -Day Training Half -Day Training Training Development and Coordination $2,000 15 hr. $1,000 8 hr. $500 4 hr Travel and Training Delivery $4,000 15 hr. + Subcontractor $2,000 15 hr. $1,500 15 hr. Supplies & Materials Binders Unit Price $50 ea. $50 ea $20 ea. Participants 20 20 40 Binders $1,000 $1,000 $800 Travel Expenses Flight $500 $500 $500 Lodging $200 $200 $200 Total Costs Delivered Once $7,700 $4,700 $3,500 Delivered Twice $13,400 $8,400 $6,500 Delivered Three Times $19,100 $12,100 $9,500 These costs are based on one trip for each training. Travel expenses would decrease if Primary and Secondary Trainings were held sequentially. Proctor Engineering Group, Ltd Page 13 Fort Collins: P1015 Xll. References Reference Name: Gary Fagilde Title: Program Manager Company: Pacific Gas & Electric Company Mailing Address: 1129 Enterprise St., Stockton, CA 95294 Telephone: 209-462-6115 E-mail: gary.fagiide@pge.com Years associated: 15 years Brief description: Pacific Gas & Electric Company, San Francisco, CA. Multiple trainings and consultations over 15 years. Designed and delivered training on subjects from blower doors to HVAC sizing. Reference Name: Jerrel Gustafson Title: Project Manager Company: Austin Energy (AE) Mailing Address: 811 Barton Springs Road, Ste. 300, Austin, TX 78704 Telephone: 512-482-5387 E-Mail: jerrel.gustafson@austin energy.com Years associated: 3 years Brief description: Heating Specialist and Air Conditioning Specialist Training Program, Austin Energy, Austin Texas, 2005 Developed and delivered a one -week intensive heating and AC specialist training to prepared students for BPI Certification. Reference Name: Tom Hewes Title: Program Manager Company: Oregon Department of Energy Mailing Address: 625 Marion St. NE, Salem, OR 97301-3737 Telephone: 503-737-4040 or 541-373-5030 E-mail: Tom.Hewes@state.or.us Years associated: 5years Brief description: Oregon Department of Energy, 2000 - present CheckMe!® AC and Heat Pump Program To date, has trained, evaluated, and monitored more than 170 Oregon HVAC technicians to install air conditioners. Reference Name: Marjorie Hamilton Title: Project Manager, on Contract Company: Southern California Edison Mailing Address: 2244 Walnut Grove Ave., Rosemead, CA 91770 Telephone: 626-302-1143 E-mail: mar orie.hamilton@sce.com Years associated: 3 years Brief description: California Public Utilities Commission in Southern California Edison Territory, 2002 -04 CheckMe!® AC and Duct Program Trained and monitored 60 technicians throughout SCE territory to retro-commission air conditioners and properly seal duct systems. Proctor Engineering Group, Ltd Page 14 Fort Collins: P1015 Reference Name: Neil Sybert Title: Senior Program Manager Company: San Diego Gas & Electric Mailing Address: 9965 Carroll Canyon Road, San Diego, CA 92131 Telephone: 858-636-5795 E-Mail: neil.sybert@sdge.com Years associated: 7 years Brief description: Residential Heating and Cooling Training and Equipment Demonstration/Sales Project, San Diego Gas & Electric, San Diego CA, 2000 - 2001 Trained, evaluated, and monitored more than 250 HVAC technicians in advanced techniques of air conditioner retro-commissioning and duct testing and sealing. XIIL Availability John Proctor, Tom Downey, and Mike Sims are prepared to begin training development immediately in coordination with the City of Fort Collins. Our development of similar trainings in the past will accelerate the development process and enable us to meet all deadlines. The team will be accessible for phone meetings at the convenience of the City of Fort Collins, and a sample binder will be ready for the City's approval within two weeks of a contract. The assigned trainer will be available for a training walk-through meeting one week before training, and his schedule will be cleared in advance for all training dates. Proctor Engineering Group, Ltd Page 15 Fort Collins: P1015 ATTACHMENT A: RESUMES JOHN P. PROCTOR, P.E., PRINCIPAL PRESIDENT John Proctor P.E. is a nationally recognized expert in energy efficiency and the President of Proctor Engineering Group, Ltd. Proctor Engineering is an energy efficiency and quality assurance product development firm, specializing in design, implementation, training, and evaluation of products and programs directed at bringing the performance of new and existing buildings up to their efficiency potential. Mr. Proctor has worked on both commercial and residential buildings, for clients including: the California Energy Commission, Southern California Edison, San Diego Gas & Electric Company, Los Angeles Department of Water and Power, Duke Power of North Carolina, and Pacific Gas and Electric Company of California. Mr. Proctor is the creator of CheckMe!®. CheckMe!® is an integrated system that uses both human and computer experts in real time contact with HVAC technicians to achieve proper installation and repair of air conditioners, heat pumps, duct systems, as well as other residential and commercial systems. Massachusetts Institute of Technology, 1965, B.S. Mechanical Engineering. Registered Professional Engineer. EXPERIENCE • President, Proctor Engineering Group, Limited • Managing Partner, Proctor Engineering Group Partnership • Founder, Proctor Engineering Group • Engineering Manager, Building Resources Management Corporation • Director of Research, Sun Power Consumer Association • Weatherization Director, Westside Energy Cooperative • Founder and Executive Director, Sun Power Consumer Association • Senior Project Engineer, Pontiac Motor Division, General Motors Corporation PosrrioNs AND A WARDS INCLUDE. • Voting Member ASHRAE Standard 152P "Method of Test for Determining the Design and Seasonal Efficiencies of Residential Thermal Distribution Systems" since 1994 • On -Air Host and Technical Director for "Who's Taking The Heat" Regional Emmy Award winning public television series on Residential Energy Efficiency Proctor Engineering Group, Ltd Page 16 Fort Collins: P1015 • Voting Member ASHRAE Standard 92.2P "Ventilation and Acceptable Indoor Air Quality in Low -Rise Residential Buildings" since 1997 • Technical Merit Award for "Important Contributions In Energy Efficient Building Science and Research", Energy Efficiency Building Association • Board of Directors Home Energy Magazine PUBLICATIONS DATING BACK TO 1992 INCLUDE: • "The Technician as a Remote Sensor" (with Buckley, M) Proceedings of ACEEE 2002 Conference. • "What Can 13,000 Air Conditioners Tell Us?" (with Downey, T) Proceedings of ACEEE 2002 Conference. • "Hidden Power Drains: Residential Heating & Cooling Fan Power Demand" (with Parker, D.) Proceedings of ACEEE 2000 Conference. • " Commercial High Efficiency Air Conditioners -Savings Persistence" (with deKieffer, R..) 1999 International Energy Program Evaluation Conference. • "Transforming Routine Air Conditioner Maintenance Practices to Improve Equipment Efficiency and Performance" (with Downey, T.) 1999 International Energy Program Evaluation Conference. • "Effects of Occupant Control, System Parameters, and Program Measures on Residential Air Conditioner Peak Loads" (with Peterson, G.), Proceedings of the ACEEE 1998 Summer Study on Energy Efficiency in Buildings, Asilomar, CA 1998. • "Verification Test of ASHRAE Standard 152P" ASHRAE Transactions, 1998, V. 104, Pt.1. • "Monitored In -Situ Performance of Residential Air -Conditioning Systems" ASHRAE Transactions, 1998, V.104, Pt.1. • "Sizing Air Conditioners: If Bigger Is Not Better, What Is?" (with Albright, P.), Home Energy, September/October,1996. • 'Bigger is Not Better- Sizing Air Conditioners Properly" (with Katsnelson, Z., and Wilson B.), Home Energy, May/June,1995. • "Pacific Gas & Electric Company Appliance Doctor: Implications for Residential Air Conditioning System Installation Practices" (with Polak, A.E.), Proceedings of the ADM Conference on Building for the Future, South Lake Tahoe, CA 1992. SAMPLE REPORTS: • "An Assessment of Technical Degradation Factors: Commercial Air Conditioners and Energy Management Systems" (with Peterson, G., and DeKieffer, R.) Prepared for Pacific Gas and Electric Company, February, 1999. • "Residential Central Air Conditioner Service Program' (with Downey, T.) Prepared for Pacific Gas and Electric Company, January, 1999. Proctor Engineering Group, Ltd Page 17 Fort Collins: P1015 Table of Contents LOAD CALCULATION & EQUIPMENT SIZING TRAINING FOR HVAC TECHNICIANS .........1 I. PROCTOR ENGINEERING GROUP'S UNDERSTANDING OF THE REQUIRED SERVICES ...................................... I II. PROPOSED CURRICULUM FOR PRIMARY AUDIENCES...................................................................................4 Primary Single Day Curriculum................................................................................................................. 4 Primary Two Day Curriculum — Day 1....................................................................................................... 5 Primary Two Day Curriculum — Day 2....................................................................................................... 6 Pros and Cons of One -Day vs. Two -Day Training..................................................................................... 6 III. PROPOSED CURRICULUM FOR SECONDARY AUDIENCES............................................................................6 Secondary Half -Day Curriculum (or less as needed).................................................................................. 7 IV. TRAINING TECHNIQUES.............................................................................................................................. 8 V. SOFTWARE..................................................................................................................................................8 VI. CERTIFICATION..........................................................................................................................................8 VII. CLASS SIZE...............................................................................................................................................9 VIII. RESOURCES .............................................................................................................................................9 Resources provided by Proctor Engineering Group...................................................................................9 Resources provided by Wrightsoft...............................................................................................................9 Resources provided by City of Fort Collins................................................................................................ 9 IX. STAFFING................................................................................................................................................. 10 X. QUALIFICATIONS.......................................................................................................................................10 RecentExperience..................................................................................................................................... I I Post -Training Assessments: ...................................................................................................................... 12 XI. PROPOSED HOURS AND COMPENSATION..................................................................................................13 XII. REFERENCES...........................................................................................................................................14 XIII. AVAILABILITY.......................................................................................................................................15 ATTACHMENT A: RESUMES................................................................................................................16 • "Investigation of the AC2Air Conditioner' (with Downey, T.) Prepared for Pacific Gas and Electric Company Research and Development Department, November, 1998. • "Energy Partners Program -- Version 2 Design Plan" (with Downey, T., and Blasnik, M.) Prepared for Louisville Gas And Electric Company, December,1997. • "Assessment of Energy Savings and kW Reduction Potential from Air Conditioner and Duct Improvements for New Homes in PSE&G Service Territory" (with Downey, T., Blasnik, M. deKieffer, R., and Peterson, G.). Prepared for Public Service Electric & Gas, New Jersey, March,1997. • "Investigation of Peak Electric Load Impacts of High SEER Residential HVAC Units" (with Downey, T., Boecker, C., Katsnelson, Z.., Peterson, G., and O'Neal, D. with Energy Systems Laboratory, Texas A&M University). Prepared for Pacific Gas and Electric Company, Department of Research and Development, June,1996. Proctor Engineering Group, Ltd Page 18 Fort Collins: P1015 THOMAS D. DOWNEY SENIOR PROGRAM MANAGER Tom Downey is Proctor Engineering Group's Senior Program Manager. Mr. Downey is charged with managing Proctor Engineering Group's largest and most complex programs. Mr. Downey has managed both commercial and residential energy efficiency programs and research projects for a wide variety of clients including: United States Department of Energy, California Energy Commission, Oregon State Energy Office and many utility companies including, Pacific Gas & Electric, San Diego Gas & Electric Company, Southern California Edison, Florida Power Corporation, Glendale Water & Power, NSTAR, and Long Island Power Authority. Mr. Downey's years of field and managerial experience in production and research projects has given him an in-depth knowledge of the HVAC and building science fields. Tom is responsible for designing and implementing production and research projects, daily management of projects, production and quality assurance analysis, reporting, developing and delivering training sessions on a wide variety of energy efficiency related topics, managing data acquisition and retrieval, installation and management of monitoring systems and data analysis. EXPERIENCE • Senior Program Manager, Proctor Engineering Group, Ltd. • Field Manager, Proctor Engineering Group • Owner, Downey Energy Services • Technical Supervisor, Kansas City Home Weatherization Program • Training Program Manager, Sun Power Consumer Association • HVAC Program Manager, Sun Power Consumer Association • HVAC and Weatherization Program Manager, Boulder County Weatherization Program • Crew Supervisor/Energy Auditor, Boulder County Weatherization Program • Estimator/Inspector, Energy -Wise, Inc. PUBLICATIONS • "Managing Large -Scale Duct Programs" Home Energy, September/October 1993. • "Diagnosing Ducts: Finding the Energy Culprits' (with Proctor, J., Blasnik, M., Davis, B., Modera, M., and Tooley, J.), Home Energy, September/October,1993. MAJOR REPORTS "What Can 13,000 Air Conditioners Tell Us: (with Proctor, J) 2002 ACEEE Conference. "Evaluation of the 2001 SDG&E Residential Single Family RCP Program' (with Proctor, J) January, 2002. Proctor Engineering Group, Ltd Page 19 Fort Collins: P1015 • "Assessment of HVAC Installations in Long Island Lighting Power Authority's Service Territory" (with Proctor, J.) Prepared for Conservation Services Group, March, 2001. • "Evaluation of the 2000 SDG&E Residential HVAC Training Program' (with Proctor, J.) Prepared for San Diego Gas and Electric Company, March, 2001. • "Building America AC Installation Using CheckMe!® " (with Proctor, J.) Prepared for Building Science Corporation and Pulte Homes, 2001. • "Evaluation of the 1999 SDG&E Residential Upstream HVAC Training Program' (with Proctor, J. and Royall, G.) Prepared for San Diego Gas and Electric, December, 1999. • "Transforming Routine Air Conditioner Maintenance Practices to Improve Equipment Efficiency and Performance" (with Proctor, J.)1999 International Energy Program Evaluation Conference. • "Residential Central Air Conditioner Service Program" (with Proctor, J.) Prepared for Pacific Gas and Electric Company, January, 1999. • "Investigation of the AC2 Air Conditioner"(with Proctor, J.) Prepared for Pacific Gas and Electric Company Research and Development Department, November,1998. • "Ohio Department of Development Office of Energy Efficiency Home Weatherization Assistance Program Field Site Investigation Prepared for Ohio Department of Development Office of Energy Efficiency, February,1998. • "Energy Partners Program -- Version 2 Design Plan (with Proctor, J., and Blasnik, M.) Prepared for Louisville Gas and Electric Company, December,1997. • "Arizona Public Service Indoor Air Quality Study (with Proctor, J., and deKieffer, R.) Prepared for Arizona Public Service Company, December,1997. • "Direct Assistance Program Audit Pilot (with Proctor, J.) Prepared for Southern California Gas Company, November,1997. • "Investigation of Early Problems with Residential Geothermal Heat Pumps (with Proctor, J.) Prepared for Ground Source Heat Pump Consortium, June,1997. • "Field Evaluation of Early Problem Sites (with Proctor, J. and Harley, B.) Prepared for Ground Source Heat Pump Consortium, April,1997. • "Assessment of Energy Savings and kW Reduction Potential from Air Conditioner and Duct Improvements for New Homes in PSE&G Service Territory (with Proctor, J., Blasnik, M. deKieffer, R., and Peterson, G.). Prepared for Public Service Electric & Gas, New Jersey, March,1997. • "Residential New Construction Pilot in NPC Service Territory" (with Proctor, J., Blasnik, M. and Peterson, G.). Prepared for Nevada Power Company, Electric Power Research Institute and Nevada State Energy Office, November,1996. • "Assessment of the Lawrence Berkeley National Laboratory Aerosol -Based Duct Sealing Technology" (with Proctor, J.). Prepared for Conservation Services Group, Pacific Gas and Electric Company and Wisconsin Public Service, September,1996. • "Investigation of Peak Electric Load Impacts of High SEER Residential HVAC Units - - Assembly, Testing, and Investigation of a Reduced Peak Load Air Conditioner" (with Proctor, J., Boecker, C., Katsnelson, Z., Peterson, G., and ONeal, D.). Prepared Proctor Engineering Group, Ltd Page 20 Fort Collins: P1015 for Pacific Gas and Electric Company Research and Development Department, June, 1996. • "Assessment of HVAC Installations in New Homes in Arizona Public Service Territory" (with Blasnik, M., Proctor, J. and Peterson, G.). Prepared for Arizona Public Service Company, April,1996. • "Southern California Edison Coachella Valley Duct and HVAC Retrofit Efficiency Improvement Pilot Project" (with Blasnik, M., Proctor, J.). Prepared for Southern California Edison, July,1995. • "Nevada Power Company New Construction HVAC Program Implementation Plan" (with Proctor, J., and Blasnik, M.). Prepared for Nevada Power Company, Electric Power Research Institute and Nevada Department of Business and Industry, State Energy Office, April,1995. • "Southern California Edison New Construction HVAC Program Implementation Plan" (with Proctor, J., Blasnik, M.). Prepared for Southern California Edison, April, 1995. • "Procedures for HVAC System Testing, Repair, and Quality Improvement" (with Proctor, J.) Prepared for California Energy Commission, November,1994. Proctor Engineering Group, Ltd Page 21 Fort Collins: P1015 MIKE SIMS SENIOR TRAINER Mike Sims is a licensed HVAC contractor with the State of California. His background includes working on extensive energy management and energy conservation programs for various utilities and sub -contractors for utilities. As the primary CheckMe! trainer for Proctor Engineering Group, he is responsible for training contractors/technicians in the classroom and in the field, implementing production and research projects and field inspections. Mike has worked on various utility sponsored conservation programs throughout California and the country including: Southern California Edison, California Energy Commission, Southern California Gas Company, Pacific Gas and Electric, San Diego Gas and Electric, Glendale Water and Power, Oregon Office of Energy, Eugene Water and Power, Boston Electric Company, Massachusetts Electric Company and Public Service Gas and Electric. Experience • Trainer, Proctor Engineering Group • Field Inspector, Proctor Engineering Group • Control Electrician, Control Management Systems • HVAC Supervisor, Conservation Services Group • Trainer for new Energy Auditors, Conservation Services Group • Service Technician, Conservation Services Group, (Southern California Gas Company's Duct Sealing Program) • Service Technician, Conservation Services Group (PG&E's Heat Pump Doctor Program) • Field Auditor for Southern California Edison s Home Energy Survey Program, Conservation Services Group Qualifications • Advanced Refrigeration Program, Riverside Community College • Industrial Electrical Program, Whittier College • C-20 Contractors License, State of California Proctor Engineering Group, Ltd Page 22 Fort Collins: P1015 LOAD CALCULATION & EQUIPMENT SIZING TRAINING FOR HVAC TECHNICIANS I. Proctor Engineering Group's Understanding of the Required Services The City of Fort Collins has been actively involved with the house as a system, for many years. The June 2002 report, "Evaluation of New Home Energy Efficiency' contains one of the best compilations of the problems in new construction written. The same problems and potential solutions also apply to existing homes, although the solutions are much more difficult in many cases. The role John Proctor (President of Proctor Engineering Group) has played in the development and application of system concepts to both new and existing homes is probably known to the City of Fort Collins Utility. It is worth repeating that there is a need to provide housing that is healthy and safe, durable, comfortable, as well as energy/resource/economically efficient. There are many aspects to the design, building, commissioning, or retrofitting of homes to meet these concepts. Fort Collins has systematically addressed many of the issues over the years, but as evidenced by the RFP, there is still work to do. Proctor Engineering Group is in a unique position to provide the services needed to fulfill the current needs for load calculation and equipment sizing training as well as closely related needs - verified air conditioner installation quality (necessary if the properly sized air conditioner is to cool the house), duct design and sizing (necessary for comfort throughout the home), consistent building practice (necessary for the sizing calculations to be accurate), interior design with adequate space for efficient duct systems, and the ignored part of the HVAC triad - ventilation for indoor air quality with comfort. The average HVAC contractor has successfully sized heating and cooling systems over the years by traditional rules of thumb, and they are very confident in the adequacy - even superiority of their system. Builders are generally interested in having an HVAC system installed that will not cause callbacks and will have minimum cost. These two approaches push the market to oversized air conditioners installed with a minimum of skilled labor. John Proctor wrote what some refer to as the seminal article on air conditioner sizing. The article "Bigger is not Better" was first published in the May/June 1995 issue of Horne Energy Magazine. That article has been widely reprinted and paraphrased by organizations across the United States including the Environmental Protection Agency and the Department of Energy. "Bigger is not Better" and the follow up "If Bigger is not Better, What is?" set out the basic issues associated with sizing Air Conditioners. The Fort Collins website even has a link to that article (however the link is broken). The "Bigger is..." articles address: ACCA Manuals J, S, and D, What proper sizing is, Causes and Effects of Oversizing, Short Cycles, Moisture Buildup, Noisy Operation, The Variety of Load Calculation and Sizing Methods, Load Calculation Flaws and Errors, Ducts, Issues with Manufacturers' Data, Is Manual J Accurate?, etc. Proctor Engineering Group, Ltd Page 1 Fort Collins: P1015 The summary of "If Bigger is not Better, What is?" states: "It is not uncommon for poor cooling performance to be attributed to insufficient equipment size when in fact there is more than enough cooling capacity. Usually, in a residential system, this situation is caused by poor design and installation that: reduce the capacity of the system by incorrect charge, low air flow, and duct leakage, cause noise, drafts, and uneven cooling by using an oversized air conditioner relative to the cooling load and undersized ducts relative to the oversized unit. Most household air conditioning problems will be eliminated when the capacity of the air conditioner is reduced to ACCA Manual J and Manual S standards, an appropriately designed, insulated, and leak -proof distribution system is used, and the system is installed to meet the manufacturer's standards These systems will have higher efficiencies because they will run longer cycles and will circulate air as needed a larger percentage of time. Properly designed and installed air conditioners are reliable and will deliver comfort to each room of the house for less cost." The recommendations list of "If Bigger is not Better, What is?" states: • Wherever possible reduce the cooling load of the house. Overhangs above east and west windows are particularly effective in reducing cooling load. • Perform Manual J for all installations and select equipment using Manual S. • Insure that the system installed never exceeds the capacity of the equipment suggested by Manual S. • Size duct systems based on Manual D. If in doubt size upwards. • Determine the grille location and characteristics using Manual T. • Confirm proper evacuation of the line set and indoor coil with a micron gauge. • Confirm proper charge using the manufacturer's suggested method. • Confirm proper airflow by test. The flow can be determined from the coil pressure drop when pressure/flow data is available from the coil manufacturer or can be determined with a duct test rig or flow hood. • Increase the duct insulation above R-4 (at least on long runs in the attic). • Confirm that the duct leakage is less than the locally specified maximum or the Energy Star Duct Specification. The most recent article of this series, "Smart and Cool - The Art of Air Conditioning" was published in the 2005 Special Issue of Home Energy Magazine. The subject of this RFP is narrower, however we consider it important that we have the wider perspective of Fort Collins' long-term goals. As will be illustrated in the proposed curricula below, Proctor Engineering Group will address the reasons why accurate load calculations are needed, what happens when they are not done (or are fudged) , and how to avoid errors in selecting equipment based on those calculations. The energy consequences of incorrect sizing will be thoroughly explored to show the importance of sizing within an energy code. Based on our experience evaluating load calculation methods for utilities and state governments (egg. Pacific Gas and Electric Company and California Energy Commission), as well as working directly with contractors on calculations and selection, the curricula covers the most common errors in load calculations and equipment selection. When the training is completed the participants in the primary target group will be able to accurately estimate heating and cooling loads and select the proper equipment to meet those Proctor Engineering Group, Ltd Page 2 Fort Collins: P1015 loads. The participants in the secondary group will be able to identify particulars about how important load calculation and sizing are, as well as identify the steps to proper sizing. While the RFP identifies this as potentially a "dry subject" we have found that people can be pretty excited and amazed by how different the outcomes are when load calculation and sizing are part of the new design or replacement process. Perhaps some of that enthusiasm is caught from the instructor - who finds the subject both challenging and fascinating. In 1999 Proctor Engineering Group designed and implemented a comprehensive HVAC contractor training covering all the items noted in the Fort Collins RFP. The training series included training on load calculation (Manual J) and equipment sizing (Manual S). This training series was cited by the evaluators (SDG&E Residential Contractor Program Evaluation, Wirtshafter Associates, Inc.) as the most successful training program by the California Utilities. The load calculation and sizing modules alone trained 67 individuals from 45 contractors. Since that time the Proctor Engineering Group Sizing Training has grown in participation, adapted to the new Manual J (Manual J8), and become even better based on participant evaluations. There are a number of errors that commonly occur with load calculations and equipment sizing. The proposed curricula below will identify these errors and how to avoid them. Some of the common errors are: Using inside or outside design temperatures different from the Manual J recommendation; Using no load calculations at all - sizing by square feet; failing to calculate the latent load and the sensible load separately (assuming that the total load is some fixed multiple of the sensible load); failing to use the actual performance of the air conditioner and just assuming that the nominal tonnage is what the air conditioner's capacity is at the specific local design condition; failure to accurately determine the glazing type, area, orientation, and shading; etc. A much bigger problem than contractor error is contractor perception and practice, which requires a second and more critical layer of training. Even the most conscientious contractor will oversize an air conditioner to "be safe." As one said, "I've done it this way for 30 years and I've never had a complaint." Contractors don't want call- back or lawsuit worries, and because most customers think "bigger is better" they play it safe and make a littler more money by selling a larger system. A contractor who properly sizes an air conditioner may even lose business to a competitor who over -sizes them because of customer perception. To overcome these issues we address the accuracy of Manual J (how it was developed by individuals who had no interest in undersizing air conditioners or furnaces, how it has safe tolerances built into it, and finally show the data which proves that the real loads when monitored on design days are actually less than Manual J). We work diligently to build the contractors trust in the process and discuss how they can confirm what we are saying. We show the contractors how other contractors improved their close rate by educating customers of the proper process of selecting and air conditioner. Proctor Engineering Group, Ltd Page 3 Fort Collins: P1015 It. Proposed Curriculum for Primary Audiences Primary Single Day Curriculum Topic ( includes participant Time raining Objectives — The participant will be able to: interaction, questions, etc.) (min. Initial Test (5 questions) 10 raise common myths about Load Calculations and Sizing - They will see that they are false How Oversized are ACs 5 show their understanding of the magnitude of oversizing Compared to Manual J? The Effects of Oversizing 5 identify four primary effects of AC oversizin . Short Cycles 15 describe the losses associated with short cycles High Velocities 5 describe the problems associated with high velocities High Static Pressures and Low 15 describe the effect of large air conditioners and standard sized Airflow ducts Selection Process (2 Steps and 5 5 describe how to select the right equipment for your situation do's describe why it is unnecessary to "cheat up" the numbers in How Manual J Works and Safety the Manual J calculation Factors 10 describe the climate in Fort Collins and compare it to other locations describe what a heat transfer multiplier is and for windows Heat Transfer Multipliers 15 how inside/outside temperature differential is not as important as glazing types and orientation How Manual J Calculates Heat 15 give examples of conduction, internal sensible load, internal Gain latent load, loads from outside air identify that sensible gains and latent gains are separate and Latent Gains (practice) 15 often unrelated calculate latent gains Manual J Advantages 5 identify that Manual J is conservative A Simple Example(practice) 25 calculate the heat gain for the simple example The Clincher - Manual J 10 describe the experiments that showed the difference between overestimates loads the true load and the estimate Two software examples (practice 90 calculates load with the two software sample options sessionsprovided. Sizing Criteria 10 identify the three Manual S sizing criteria Air Conditioners are Variable find (on a manufacturer's table) how the latent and sensible SHR Machines (practice) 25 capacities change with airflow, indoor moisture, and outdoor temperature. Equipment Selection (practice) 25 find a proper furnace and a proper air conditioner from a .group of options Making the Right Sized 15 identify methods ensuring the full capacity delivery of an air Equipment Really Work conditioner and furnace Selling a Superior Product to The 20 identify methods of increasing sales by doing the right thing Customer Participant Final Test and 20 give specific feedback to the trainer in the usefulness of the ITraining Evaluation training Six hours plus breaks, lunch, and overruns. Proctor Engineering Group, Ltd Page 4 Fort Collins: P1015 Primary Two Day Curriculum - Day 1 Topic ( includes participant Time Training Objectives - The participant will be able to: interaction, questions, etc.) (min. Initial Test (5 questions) 10 raise common myths about Load Calculations and Sizing - will see that they are false How Oversized are ACs? -They 5 show their understanding of the magnitude of oversizin The Effects of Oversizing 5 identify four primary effects of AC oversizin . Short Cycles 20 describe the losses associated with short cycles High Velocities 5 idescribe the problems associated with high velocities High Static Pressures and Low 15 describe the effect of large air conditioners and standard sized Airflow ducts Selection Process 2 Steps) 5 describe how to select the right equipment for your situation describe why it is unnecessary to "cheat up" the numbers in How Manual J Works and Safety 10 the Manual J calculation Factors describe the climate in Fort Collins and compare it to other locations describe what a heat transfer multiplier is and for windows Heat Transfer Multipliers 10 how inside/outside temperature differential is not as as glazing types and orientation Windows How Important Are -important 20 describe how to estimate the gains and losses through modern They? windows How Manual J Calculates Heat 10 give examples of conduction, internal sensible load, internal Gain latent load Infiltration and Ventilation describe how to estimate and calculate gains and losses from Estimating Air Leakage 15 outside air describe the most accurate way of estimating air leakage identify that sensible gains and latent gains are separate and Latent Gains (practice) 20 often unrelated calculate latent gains Manual J Advantages 5 identi that Manual J is conservative A Simple Example (cooling 25 calculate the heat gain for a simple example practice) A Simple Example (heating 15 calculate the heat loss for a simple example practice) The Clincher - Manual J 20 describe the experiments that showed the difference between overestimates loads the true load and the estimate Sizing Criteria 5 identify the three Manual S sizing criteria Air Conditioners are Variable find (on a manufacturer's table) how the latent and sensible SHR Machines (practice) 10 capacities change with airflow, indoor moisture, and outdoor temperature. Equipment Selection (practice) 20 find a proper furnace and a proper air conditioner from a group of options Good Duct Design 5 name the three characteristics of good design Achieving Comfort and Quiet 5 Ifind recommended velocities forspecific situations Basic Duct Design 30 identify the meaning of equipment pressure gain, external system pressure drop, and equivalent length Interactive Practice -- Simple 45 complete the practice system Making the Right Sized 15 identify methods ensuring the full capacity delivery of an air Equipment Really Work conditioner and furnace Selling a Superior Product to The 20 identify methods of increasing sales by doing the right thing Customer Six hours plus breaks, lunch, and overruns. Depending on students, furnace blower efficiency and ECMs may be covered. Proctor Engineering Group, Ltd Page 5 Fort Collins: P1015 Primary Two Day Curriculum - Day 2 Curriculum for the second day is the step-by-step training on Wrightsoft Manual J8 as contained in RightSuite. The training is provided by Wrightsoft Company and is accomplished with each student using a computer and the actual software. Once the participants have a good understanding of the load calculation portion of the software, they will be taught the other portions (including Right D) as time allows. Pros and Cons of One -Day vs. Two -Day Training The primary benefit to the one -day training is that in a single day away from the job, HVAC technicians will learn the basics of load calculation and equipment sizing. Their existing beliefs and practices will be challenged, and the importance of doing the job right will be made clear to them. They will be made aware of how to do load calculations and sizing consistently correct, and they will be introduced to two software products that will make the process easier. They will gain information on their specific climate region and its impact on load and sizing. They will benefit from the interaction of a group setting and an expert instructor able to answer questions from both the aspect of research scientist and hands-on field technician. Each student will take away a binder of background information, concise topic explanation, and sample software for sizing and calculation practice. The primary negative of the single day session is that they will not be able to practice with the actual software very much and may retain sufficient fear that they cannot use it effectively. The two-day training will provide all of the advantages, plus the more in-depth information about the interactions with infiltration and air leakage measurement, much more information about the importance of duct design and design methods. The two-day training also supplies a much deeper appreciation of one of the available software packages and can overcome some of their fears of the level of difficulty they perceive in using it. The negative for a two-day session is that they will have to take two days off work to attend the sessions and this is often a perceived problem for contractors. This can be mitigated by separating the second day from the first day (different instructors) by a week (but not much longer). The second day is limited to 20 participants and there could be multiple second days to accommodate larger groups. Our experience has been that not all the participants in the first day of training wish to get deep into the computer process. If the first day had 30 attendees, a single second day would probably suffice. We usually limit the second day's participation to one person per company until we see how the roster fills out. We create a waiting list for additional attendees. Ill. Proposed Curriculum for Secondary Audiences A similar, shorter training directed to an audience that includes HVAC business managers, builders, utility personnel, and others that would not actually use the software. This training would serve to lower the barriers to implementation, introduce concepts appropriate to the house as a system, and improve communication between the utility, builders, distributors, and contractors. Participants would gain a valuable understanding of load calculation and equipment sizing. The training would help to create a common language and understanding between the various groups, which in turn would help to spread a united message to the community that proper design and selection of "the whole system" has advantages that are worth the effort. The training would be presented at a level accessible to students of no HVAC technical education and experience. This curriculum that Proctor Engineering Group uses with non-HVAC personnel at conferences and presentations including EEBA, Affordable Comfort, and Building Officials. John Proctor Engineering Group, Ltd Page 6 Fort Collins: P1015 Proctor is extremely successful at explaining these ideas and principals to a lay audience, as demonstrated by his Emmy award winning television show on Colorado public television, "Who's Taking the Heat?". Secondary Half -Day Curriculum (or less as needed) Topic ( includes participant Time Training Objectives — The participant will be able to: interaction, questions, etc.) (min. identify three or more reasons why HVAC systems fail to The current situation 5 rovide comfort Quality — where does it come from? 20 identify two approaches to quality Overview Incorrect Sizing and its 10 raise common myths about Load Calculations and Sizing Effects - They will see that they are false Overview Duct Design Errors and 20 identify how duct sizing, AC sizing, and airflow interact their Effects Overview of Duct Installation Errors 10 identify primary sources of duct leakage and the effect on and their Effects comfort Overview Refrigerant Charge Errors identify AC installation errors and describe the and their Effects 10 magnitude of the problem Where It All Starts — Oversizing 10 show their understanding of the magnitude of oversizin The Effects of Oversizing 5 identify four primary effects of AC oversizin . Selection Process (2 Steps) 5 describe how to select the right equipment for your situation describe why it is unnecessary to "cheat up" the numbers How Manual J Works and Safety in the Manual J calculation Factors 10 describe the climate in Fort Collins and compare it to other locations How Manual J Calculates Sensible Heat Gain and How to Reduce 15 give examples of conduction, internal sensible load Sensible Heat Gain Windows -- How important are they? 10 Identify how much smaller an AC can be with good windows Estimating Air Leakage 10 describe the most accurate way of estimating air leakage Manual J Advantages 5 identify that Manual J is conservative What Manual J Cannot Do 5 identify the importance of consistent construction quality The Clincher - Manual J 10 describe the experiments that showed the difference overestimates loads between the true load and the estimate Sizing Criteria 5 identify the three Manual S sizing criteria Good Duct Design 5 name the three characteristics of good design Achieving Comfort and Quiet 5 Idescribe the negative effects of high velocity Basic Duct Design 15 identify the meaning of equipment pressure gain, external system pressure drop, and equivalent length Making the Right Sized Equipment identify methods ensuring the full capacity delivery of an Really Work 15 air conditioner and furnace Selling a Superior Product to The identify methods of increasing sales by doing the right Customer 20 thin Three hours and 20 minutes plus breaks Proctor Engineering Group, Ltd Page 7 Fort Collins: P1015