Beacon Home Energy Advisor. Georgia Power. Home Energy Improvement Program. Multi-family Supplement

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1 Beacon Home Energy Advisor Georgia Power Home Energy Improvement Program Multi-family Supplement Modeling Requirements for Existing Multi-family Units Prepared by: Georgia Power s Home Energy Improvement Program Team 1

2 Contents Introduction... 3 Steps for a Whole House Multi-family Existing Project... 3 Household Information... 4 Required for all Multi-family Beacon HEA Scenarios... 7 Exterior Walls... 7 Foundations... 9 Attics Quality Assurance for Multi-family Prior to beginning a multi family project contact your assigned ICF Account Manager. It is required that your account manager assists with the identification of the project sampling pool and supports the project planning and rebate processing. It is also required that an ICF representative attend a percentage of final test outs on all multi family projects. Please inform your account manager and fieldservices@icfi.com of all project test outs at least 5 days prior to test out. Failure to inform field services of test outs may result in a rejected application. 2

3 Introduction The purpose of this document is to provide an overview of the steps involved in a Whole House multifamily project. In addition, this document will provide instructions for modeling a multi family unit in Beacon HEA. Please note that all modeling rules for Georgia Power projects apply to multi family projects, these rules are described in detail in the Single Family Georgia Beacon HEA Supplement. Steps for a Whole House Multi-family Existing Project 1. Contact ICF Account Manager: Prior to beginning a multi family project contact your assigned ICF account manager. It is required that your account manager assist with the following: a. Verification of project eligibility b. Identification of the project sampling pool c. Approval of the project sampling pool d. Support the project planning and Beacon HEA scenario development e. Review of the Beacon HEA test in scenarios f. Review multi family rebate applications 2. Submit Multifamily Reservation Application: A per building multifamily reservation application must be submitted to ICF for review and approval before the project can continue through the Multifamily Home Energy Improvement Program Process. 3. Determine sampling pool: Whole House multi family projects require a sampling pool with a minimum of 15 percent of units per floor per building. The sampling pool should be representative of the various unit types in a building. In addition, it is important that the various window exposures in buildings be considered when selecting your sample. The sampling pool must be reviewed and approved by your ICF account manager. 4. Perform test in Home Energy Assessments: Notify your ICF Account Manager of test in schedule. 5. Create Beacon HEA scenarios: The Beacon HEA scenarios should be created as soon as the initial project test in assessments are completed. This allows for changes to the project scope of work depending on energy savings goals. 6. Beacon HEA Scenario Review with Account Manager: Review the test in scenarios with your account manager. This allows any questions on modeling or the measures being performed to be asked before the final scenario is submitted with the rebate application. 7. Complete improvements. 8. Coordinate project test out with ICF Field Services: It is required that an ICF representative attend a percentage of final test outs on all multi family projects. Please inform your account manager and fieldservices@icfi.com of all project test outs at least 5 days prior to test out date. 9. Finalize Beacon HEA scenarios for rebate submission: Final test out results from each sampled unit must be entered into Beacon HEA. The final test outs must be performed on the same units where test in assessments were performed. The final Beacon HEA reports are then submitted with the rebate application. 10. Rebate Application Submission: The Application for incentive payment should be completed on a building by building basis through the same approved multifamily reservation application in the online application system. The following documents are required with your multi family rebate 3

4 application, submittals must be complete for processing to begin: a. Completed rebate application signed by the property owner and assessor. b. Completed multi family rebate supplement, this is an Excel spreadsheet provided by ICF International that is used for project reporting. c. Completed Beacon HEA reports that provide detail on each sampled unit and final test out results. d. Equipment specifications for any appliances, HVAC equipment, windows, programmable thermostats and water heaters that were installed in the building. e. Invoices for the improvements that match the Beacon HEA scope of work detailed on page three of the Beacon HEA report. f. Assessment invoices. g. Documentation of the ICF approved sampling plan. Household Information For the House Type section of Beacon HEA review the following modeling options and select the one that best fits the assessed multi family unit being modeled: 1. Townhouse Interior Unit Use this selection if the unit has two walls that are adjacent to conditioned space. When using this selection the model automatically represents the two shared walls, therefore the shared walls do NOT have to be represented separately in the EXTERIOR WALLS section. Be sure to include accurate dimensions for the length and width fields in FLOOR DIMENSIONS section. This will allow the model to correctly establish the amount of wall square footage that is exterior and the amount of wall square footage that is adjacent to conditioned space. For an example see Unit 3, highlighted in yellow in graphic below. Unit 1 Unit 2 Unit 3 Unit 4 4

5 2. Duplex/Townhouse End Unit Use this selection if the unit has one wall that is adjacent to conditioned space and three exterior walls (Unit 1 in Front Elevation figure below). When using this selection the model automatically represents the three exterior walls and the one wall adjacent to conditioned space, therefore the exterior walls do NOT have to be represented separately in the EXTERIOR WALLS section. Be sure to include accurate dimensions for the length and width fields in the FLOOR DIMENSIONS section. This will allow the model to correctly establish the amount of wall square footage that is exterior and the amount of wall square footage that is adjacent to conditioned space. Unit 1 Unit 2 Unit 3 Unit 4 3. Apartment w 5+ Units Use this selection if the apartment building has 5 or more units. When using this selection the EXTERIOR WALLS section MUST be modeled separately to represent the location of the unit in relation to exterior areas versus conditioned areas. Please refer to EXTERIOR WALLS section for details. Unit 5 (SAMPLED) Unit 6 Unit 7 Unit 8 Unit 1 Unit 2 Unit 3 (SAMPLED) Unit 4 5

6 4. Apartment w 2 4 Units Use this selection if the apartment building has less than 5 units. When using this selection the EXTERIOR WALLS section MUST be modeled to represent the location of the unit in relation to exterior areas versus conditioned areas. Please refer to EXTERIOR WALLS section for details. Unit 3 (SAMPLED) Unit 4 Unit 1 Unit 2 6

7 Required for all Multi-family Beacon HEA Scenarios General Notes In the GENERAL NOTES section provide a detailed description of the assessed unit. Note if it is a corner, end, interior unit, how many exterior walls the unit has, if it is below an attic, if it is adjacent to other units, where those units are located (below, above, or beside), and if the unit is above the foundation (regardless of type). Failure to provide a unit description will result in rejected application. In addition, include details about the project. Following is a list of items that should be noted about the scope of work: o o o o Age of existing equipment (HVAC, water heater, etc.) Does the project include a fuel change? If the project includes a fuel change which equipment are affected? Were there any anomalies encountered during testing? If so, please provide detail. See the graphic below for an example: Exterior Walls If you have selected either Apartment w/ 5+ Units or Apartment w/ 2 4 Units the model will need to be set up as follows to accurately represent the conditioned and/or exterior spaces that is adjacent to the unit. This will require defining two wall sections in Beacon HEA, one section to represent exterior walls and one section to represent walls adjacent to conditioned space. Walls adjacent to exterior space should always be entered with insulation levels as they are existing (pre improvement) in the unit. 1. Select Add New. 2. Enter a Description that indicates the walls are exterior facing. 3. The Percent of Total Wall Area must be entered to accurately reflect the amount of exposed walls in the unit. 4. For Outer Wall Type for your interior wall section, select the appropriate drop down menu option. Walls adjacent to conditioned space should be modeled to most accurately represent the lack of heat transfer that results for the units location as detailed below. For wall sections adjacent to conditioned space follow these steps: 7

8 1. Select Add New. 2. Enter a Description that indicates the walls are adiabatic. 3. The Percent of Total Wall Area must be entered to accurately reflect the amount of shared walls in the unit. 4. For Outer Wall Type for your interior wall section, select No Heat Transfer (Adiabatic). The graphics below provide an example of how you would model Unit 3: Unit 5 (SAMPLED) Unit 6 Unit 7 Unit 8 Unit 1 Unit 2 Unit 3 (SAMPLED) Unit 4 Representation of Unit 3 Exterior Walls as modeled in Beacon HEA : 8

9 Foundations To accurately model the various configurations for a multi family unit with regards to the space below the unit (a conditioned unit, an open crawlspace, a slab, etc.) follow the instructions below that most closely resemble the assessed unit: A unit with a conditioned unit below then model as follows: 1. Select Add New 2. Enter Description that provides information on unit location 3. Select No Heat Tr ansfer (Adiabatic) for Foundation Type 4. Percentage of First Floor should equal 100% Foundation Modeling for a Unit with a Conditioned Unit Below: Enter the actual foundation type and characteristics for a bottom floor unit. 9

10 Attics To model units with a conditioned unit above, the model must be entered to reflect a lack of heat transfer. To accurately represent this enter the following: 1. Enter a Description that indicates there is conditioned space above the unit. 2. Dimensions of the unit ceiling for Length (ft) and Width (ft) to align with the dimensions of the unit. 3. Existing Insulation Type Should read No Heat Transfer (Adiabatic). Do NOT enter Proposed Actions for units that are below conditioned space. The graphics below represents modeling a unit (Unit 3) that is below a conditioned space: Unit 5 (SAMPLED) Unit 6 Unit 7 Unit 8 Unit 1 Unit 2 Unit 3 (SAMPLED) Unit 4 Representation of Unit 3 Attic as modeled in Beacon HEA : 10

11 To model top floor units that are adjacent to the building attic, enter the Attic section as is with the existing conditions found in the attic. Model Attic Actions as they align with the project improvements. Quality Assurance for Multi-family Up to five percent of each contractor s completed projects will be inspected on a yearly basis. Project selection will be random unless there is cause to select a specific project/projects as defined by the Home Energy Improvement Program. Contractors are required to provide advance written notice to the ICF whenever they are performing a test out. Notifications of scheduled test outs should be sent to fieldservices@icfi.com at least 5 business days prior to the test. Notification MUST include the following: Development/property name Property address Property owner name Property owner phone number Assessor name Assessor phone number Beacon HEA scenario numbers Failure to inform field services of test outs may result in a rejected application. 11