INCENTIVE ESTIMATOR HVAC USER GUIDE CONTENTS FLORIDA CUSTOM INCENTIVE PROGRAM

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1 INCENTIVE ESTIMATOR HVAC USER GUIDE FLORIDA CUSTOM INCENTIVE PROGRAM CONTENTS 1. Getting Started Measure Tool Description Appropriate Use of the Tool Applicable Types of Air Side HVAC Systems covered by the tool Measure Tool Use Project Creation or Open Existing Project Saving Project Inputs Project Details Facility Details Air Side HVAC Details Cooling/Heating Systems Details Operating Profile Details Measures Results Florida Custom Application - Contact Information Florida Custom Application - Terms and Conditions Florida Custom Application - Attachments Confirmation Example Cases Office Large (high rise) with Dual Duct CV HVAC Retail (dept store) with Single Duct with reheat VAV HVAC... 28

2 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 1. GETTING STARTED The Duke Energy Incentive Estimator HVAC is located at duke-energy.com/estimator. You can either Sign In or Register to get started or select Forgot Your Password to reset your password. Either Major Renovation, New Construction, or Retrofit projects can be evaluated using the Incentive Estimator HVAC. The Incentive Estimator HVAC has two modes of configuration: Basic and Advanced. Advanced Mode can be used to enter more specific detail on the existing equipment configuration. By entering these additional details, we may be able to increase your chances of qualifying for an incentive. Page 2 of 31 Version /5/2017

3 Duke Energy Incentive Estimator - HVAC 2. MEASURE TOOL DESCRIPTION When the project parameters are set in the Incentive Estimator HVAC tool, the savings and incentive are calculated. If the project has passed our program eligibility conditions, the customer will then receive a notification to submit the project for potential incentive. If the project has not passed our program eligibility conditions, then the customer will receive a notification that thanks them for their investment in energy efficiency, but informs them that the project is not eligible for incentive Appropriate Use of the Tool The Incentive Estimator HVAC can be used for the types of buildings shown in Table 1. College/University Hospital (Inpatient) Hotel Manufacturing, General Office Small Office Large (high-rise) Retail (dept store) Retail Grocery School (K-12) 2.2. Applicable Types of Air Side HVAC Systems covered by the tool The Incentive Estimator HVAC is designed to work with the following types of Air Side HVAC systems: Single Duct with Reheat CV (Constant Volume) Single Duct with Reheat VAV (Variable Air volume) Dual Duct CV (Constant Volume) Dual Duct VAV (Variable Air Volume) Multi-zone Single Zone CV (Constant Volume) Packaged Terminal Air Conditioner (PTAC) Variable Refrigerant Flow (VRF) Version /5/2017 Page 3 of 31

4 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 3. MEASURE TOOL USE 3.1. Project Creation or Open Existing A Project can be accessed either by the Florida Custom Incentive Program page, or the Incentive Estimator - HVAC page. Page 4 of 31 Version /5/2017

5 Duke Energy Incentive Estimator - HVAC Open Project display to edit, copy or delete projects: 3.2. Project Saving Each page has a SAVE button which can be used to save current work. Version /5/2017 Page 5 of 31

6 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 3.3. Project Inputs The project inputs section is divided into the following sections: Project, Facility, Air Side HVAC (Advanced only), Cooling/Heating Systems, Oper. Profile (Advanced only), Measures and Results Project Details The Project Details tab is used to enter the site characteristics, please refer to Table 1. When complete select Next to continue. Page 6 of 31 Version /5/2017

7 Duke Energy Incentive Estimator - HVAC Table 1 Project Details Inputs Input Name Project Name County Average Electric Billing Rate ($/kwh) Project Type Description / Purpose Enter project name. Select from the drop-down list. Enter Billing Rate and Override, if necessary Select from the following options: Major Renovation New Construction Retrofit Select configuration mode. Basic Mode/Advanced Mode Advanced Mode can be used to enter more specific detail on the existing equipment configuration. By entering these additional details, we may be able to increase your chances of qualifying for an incentive Facility Details The Facility Details tab is used to enter the facility characteristics (Note: Basic Mode will be a subset of these Advanced Mode characteristics), please refer to Table 2. When complete select Next to continue. Version /5/2017 Page 7 of 31

8 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Table 2 Facility Inputs Input Name Building Type Description / Purpose Select from the following options: Office Small Office Large (high-rise) Retail (dept store) Manufacturing, General Hospital (Inpatient) Hotel School (K-12) College/University Retail Grocery Select Yes or No. Is Your Cooling/Heating System Dedicated to this Facility? If No, a message will be displayed which indicates that the Incentive Estimator - HVAC may only be used for facilities with dedicated cooling/heating systems. Customers with central plants that are shared by multiple facilities are invited to apply through the Classic Custom program. Building Area (sq ft) Number of Floors (above ground) Number of Floors (underground) Default Number of Occupants Actual Number of Occupants Year of Construction Cool Roof? Cool Roof Reflectance Lighting Type Input square footage of the facility. Do not enter decimals (whole numbers only). Input the number of above ground floors. Input the number of floors below the ground level. The program will display a default value in this field based upon the existing inputs. Input the average number of people that occupies the building during building operating hours. Refer to default number of occupants if not known. Input the year of construction. Select Yes or No. If Yes, then enter value. Select from the following options: Old (T12, HPS, magnetic ballasted fixtures, etc.) Standard (T8, T5, metal halide, etc.) High Efficiency (LED, induction, ceramic metal halide, etc.) Custom (Enter Light Power Density (Whole Building)) Window Type Select from the following options: Single Pane Double Pane Triple Pane Low E Custom (Enter Window SGHC (Solar Heat Gain Coefficient) and Window U-Factor) Window Film South Window Film East Window Film West Select Yes or No. Select Yes or No. Select Yes or No. Page 8 of 31 Version /5/2017

9 Duke Energy Incentive Estimator - HVAC 3.6. Air Side HVAC Details The Air Side HVAC Details tab is used to enter the HVAC characteristics (Note: Basic Mode will be a subset of these Advanced Mode characteristics and be displayed on the Facility Tab), please refer to Table 3. When complete select Next to continue. Version /5/2017 Page 9 of 31

10 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Table 3 Air Side HVAC Inputs Input Name HVAC Type Description / Purpose Select from the following existing HVAC types: Single Duct with Reheat CV (single duct, constant volume, multiple zones with terminal reheats) Single Duct with Reheat VAV (single duct, variable air volume, multiple zones with terminal reheats) Dual Duct CV (dual duct, constant volume, multiple zones) Dual Duct VAV (dual duct, variable air volume, multiple zones) Multi-zone (multi-zone, constant volume, multiple zones) Single Zone CV (single zone, constant volume) Packaged Terminal Air Conditioner (PTAC) system Variable Refrigerant Flow (VRF) system HVAC Schedule Select the HVAC schedule closest to the operating schedule: On 24/7 On 24/5 (M-F) On one hour before and after building operating hours On two hours before and after building operating hours Optimum start and Stop Night Setback Thermostat Cooling Setpoint (Occupied) ( o F) Thermostat Heating Setpoint (Occupied) ( o F) Supply Air Temperature Strategy Cold Deck/SAT Setpoint ( o F) Hot Deck/SAT Setpoint ( o F) Outside Air Select Yes or No. Temperature in Fahrenheit for the occupied cooling thermostat setpoint. Temperature in Fahrenheit for the occupied heating thermostat setpoint. Select Fixed Set Point or Reset. Input the supply air temperature or cold deck setpoint in Fahrenheit. Input the supply air temperature or hot deck setpoint in Fahrenheit. Select the existing ventilation method from the following options: Fixed minimum outside air Fixed percentage outside air (Enter Damper Position (Fraction of OA) (%))) Economizer Damper Position (Fraction of OA Outside Air) (%) This field is only available for input when the Fixed percentage outside air option is chosen as the Outside Air selection. The damper position is expressed as a percentage and input as a whole number. For example, 30 would express that the damper position is set for 30% Outside Air. Select Yes, if the system has demand control ventilation (DCV). Demand Control Ventilation Supply Fan Controls The type of system (CO2 monitoring, occupant counting or lighting controlled) is not specified. Select from the following options: Constant Speed Damper Discharge Inlet Guide Vanes VSD (Variable Speed Drive) Energy Recovery System If Yes, then select from the following options: Sensible only Sensible and latent Page 10 of 31 Version /5/2017

11 Duke Energy Incentive Estimator - HVAC 3.7. Cooling/Heating Systems Details The Cooling/Heating Systems Details tab is used to enter the Cooling/Heating Systems characteristics (Note: Basic Mode will be a subset of these Advanced Mode characteristics), please refer to Tables 4A-D). When complete select Next to continue. Version /5/2017 Page 11 of 31

12 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Depending upon the Cooling System Type, different inputs are required. The specific inputs for Air-Cooled Chillers are covered in table 4A. The specific inputs for Water-Cooled Chillers are covered in table 4B. The specific inputs for DX (Direct Expansion) systems are covered in table 4C. The specific inputs for Absorption Chillers are covered in table 4D. Table 4A Air-Cooled Chiller System Inputs for Existing Plant If an Air-cooled Chiller is present, the Cooling/Heating Systems Input tabs will show the following inputs and selections. Input Name Cooling System Type Description / Purpose Select from the following cooling equipment types: Air-Cooled Chiller Water-Cooled Chiller DX (Direct Expansion) Absorption Chiller Chilled Water Temperature Water chillers typically operate with a fixed leaving evaporator water setpoint. Many hours of the year, the chiller could satisfy building loads while providing warmer water to the chilled water coils. Such a strategy generally increases HVAC fan energy at the air handlers, but reduces chiller energy (by means of increased operating efficiency) by a greater margin, saving energy. Select Fixed or Reset. Chilled Water Pumps Heating Type Select Constant Speed or Variable Speed Drive. Select from the following Heating Types: Natural Draft Boiler Forced Draft Boiler Condensing Boiler Furnace Electric Heat Pump Ground Source Heat Pump Heating Efficiency (%) Input the heating efficiency percentage using the following conventions: Furnace in annual fuel utilization efficiency (AFUE) Electric in percentage (%) Heat pump in COP Note the efficiency does not have to be a whole number. For example, a heating efficiency of 2.51% may be input at Number of Chillers Compressor Type Use the drop down to input the number of chillers. This should create the correct number of rows in the Chiller summary area just below. Cycle through the chillers by selecting the ID field at the left of the summary and then inputting the values in the fields below. Select from the following Compressor Types: Page 12 of 31 Version /5/2017

13 Duke Energy Incentive Estimator - HVAC Input Name Size (ton) Efficiency (kw/ton) Age (years) Thermal Energy Storage Description / Purpose Centrifugal Scroll Reciprocating Screw Input the chiller size in tons. Input the chiller efficiency in kw per ton. Input the age of the chiller in years. Select from the following: None Full Storage Partial Storage Table 4B Water-Cooled Chiller System Inputs for Existing Plant If a Water-cooled Chiller is present, the Cooling/Heating System Input tabs will show the following inputs and selections. Input Name Cooling System Type Description / Purpose Select from the following cooling equipment types: Air-Cooled Chiller Water-Cooled Chiller DX (Direct Expansion) Absorption Chiller Chilled Water Temperature Water chillers typically operate with a fixed leaving evaporator water setpoint. Many hours of the year, the chiller could satisfy building loads while providing warmer water to the chilled water coils. Such a strategy generally increases HVAC fan energy at the air handlers, but reduces chiller energy (by means of increased operating efficiency) by a greater margin, saving energy. Select Fixed or Reset. Chilled Water Pumps Condenser Water Temperature Select Constant Speed or Variable Speed Drive. Water-cooled chillers typically operate with a fixed entering condenser water setpoint. Most hours of the year cooling towers can be operated to provide cooler water. Condenser water reset controls the tower fans to produce cooler water when OA conditions allow, savings energy at the chiller. Select Fixed or Reset. Condenser Water Pumps Cooling Tower Fan Minimum Cooling Tower Size (tons) Select Constant Speed or Variable Speed Drive. Select Constant Speed or Variable Speed Drive. System displays the minimum/default cooling tower size based on the sq. ft. of the building. Version /5/2017 Page 13 of 31

14 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Input Name Cooling Tower Size (tons) Heating Type Description / Purpose Indicate the Cooling Tower Size in Tons. (Note: Conversion is 1 ton = 15,000 Btu/hr for cooling tower.) Select from the following Heating Types: Natural Draft Boiler Forced Draft Boiler Condensing Boiler Furnace Electric Heat Pump Ground Source Heat Pumo Heating Efficiency (%) Input the heating efficiency percentage using the following conventions: Furnace in annual fuel utilization efficiency (AFUE) Electric in percentage (%) Heat pump in COP Note the efficiency does not have to be a whole number. For example, a heating efficiency of 2.51% may be input at Number of Chillers Compressor Type Size (ton) Efficiency (kw/ton) Age (years) Thermal Energy Storage Use the drop down to input the number of chillers. This should create the correct number of rows in the Chiller summary area just below. Cycle through the chillers by selecting the ID field at the left of the summary and then inputting the values in the fields below. Select from the following Compressor Types: Centrifugal Centrifugal VSD Frictionless VSD Scroll Reciprocating Screw Input the chiller size in tons. Input the chiller efficiency in kw per ton. Input the age of the chiller in years. Select from the following: None Full Storage Partial Storage Page 14 of 31 Version /5/2017

15 Duke Energy Incentive Estimator - HVAC Table 4C DX System Inputs for Existing Plant If a DX system is used, appropriate inputs and selections will be displayed for the Cooling/Heating System tabs (existing and proposed). Input Name Cooling System Type Heating Type Description / Purpose Select from the following cooling equipment types: Air-Cooled Chiller Water-Cooled Chiller DX (Direct Expansion) Absorption Chiller Select from the following Heating Types: Natural Draft Boiler Forced Draft Boiler Condensing Boiler Furnace Electric Heat Pump Ground Source Heat Pump Heating Efficiency (%) Input the heating efficiency percentage using the following conventions: Furnace in annual fuel utilization efficiency (AFUE) Electric in percentage (%) Heat pump in COP Note the efficiency does not have to be a whole number. For example, a heating efficiency of 2.51% may be input at Number of DX Units Condenser Type Input the number of DX units. The Condenser Type is: Air-Cooled Water-Cooled Evaporatively Cooled Total DX Capacity (tons) Input the total DX capacity in tons. DX Efficiency (EER) Input the DX efficiency. This may also be known as the EER or Energy Efficiency Ratio. Age (years) Input the age of the system in years. Version /5/2017 Page 15 of 31

16 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Table 4D Absorption Chiller System Inputs for Existing Plant If an Absorption Chiller is present, the Cooling/Heating System Input tabs will show the following inputs and selections. Input Name Cooling System Type Description / Purpose Select from the following cooling equipment types: Air-Cooled Chiller Water-Cooled Chiller DX (Direct Expansion) Absorption Chiller Chilled Water Temperature Water chillers typically operate with a fixed leaving evaporator water setpoint. Many hours of the year, the chiller could satisfy building loads while providing warmer water to the chilled water coils. Such a strategy generally increases HVAC fan energy at the air handlers, but reduces chiller energy (by means of increased operating efficiency) by a greater margin, saving energy. Select Fixed or Reset. Chilled Water Pumps Condenser Water Temperature Select Constant Speed or Variable Speed Drive. Water-cooled chillers typically operate with a fixed entering condenser water setpoint. Most hours of the year cooling towers can be operated to provide cooler water. Condenser water reset controls the tower fans to produce cooler water when OA conditions allow, savings energy at the chiller. Select Fixed or Reset. Condenser Water Pumps Cooling Tower Fan Minimum Cooling Tower Size (tons) Cooling Tower Size (tons) Heating Type Select Constant Speed or Variable Speed Drive. Select Constant Speed or Variable Speed Drive. System displays the minimum/default cooling tower size based on the sq. ft. of the building. Indicate the Cooling Tower Size in Tons. (Note: Conversion is 1 ton = 15,000 Btu/hr for cooling tower.) Select from the following Heating Types: Natural Draft Boiler Forced Draft Boiler Condensing Boiler Furnace Electric Heat Pump Ground Source Heat Pump Page 16 of 31 Version /5/2017

17 Duke Energy Incentive Estimator - HVAC Input Name Absorption Chiller Efficiency (COP) Description / Purpose Input the heating efficiency percentage using the following conventions: Furnace in annual fuel utilization efficiency (AFUE) Electric in percentage (%) Heat pump in COP Note the efficiency does not have to be a whole number. For example, a heating efficiency of 2.51% may be input at Absorption Chiller Type Select from the following Absorption Chiller types: Air Cooled - Single Effect Water Cooled - Single Effect Double Effect 3.8. Operating Profile Details The Operating Profile Details tab is used to enter the Operating Profile characteristics (Note: In Basic Mode this will be displayed on the Cooling/Heating System Tab). The Operating Profile is entered as a series of check boxes used to indicate whether the cooling or heating equipment is enabled during that month. For example, climatic conditions in the region might allow for the cooling system to be turned off for the winter months. The Operating Hours are entered for Weekdays, Saturday and Sunday. When complete select Next to continue. Version /5/2017 Page 17 of 31

18 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 3.9. Measures The Measures section is used to enter the HVAC measures characteristics, please refer to Table 5. When complete select Next to continue. Table 5 Measures Matrix Lamp Family Measure Lamp Type Select from the following Measure types: Add Thermal Energy Storage (Air-Cooled and Water- Cooled Chillers only) Chilled Beams (Air-Cooled and Water-Cooled Chillers only) High Efficiency PTAC (PTAC/PTHP only) High Efficiency PTHP (PTAC/PTHP only) High Efficiency DX Units (DX/HP only) High Efficiency Air Cooled Heat Pump (DX/HP only) Ground Source Heat Pump (DX/HP only) Change Window Type Above Code Wall Insulation Page 18 of 31 Version /5/2017

19 Duke Energy Incentive Estimator - HVAC Results The Results section describes the estimated incentives, then select apply to continue. You will be receiving an confirming your application. Version /5/2017 Page 19 of 31

20 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Florida Custom Application - Contact Information The incentive Application page allows to enter Contact information. The Duke energy Site contact information is on the left and the Equipment Vendor/Contractor/Architect/Engineer contact information is on the right. When complete select Next to continue. Page 20 of 31 Version /5/2017

21 Duke Energy Incentive Estimator - HVAC Florida Custom Application - Terms and Conditions On this page either Customer or Vendor must be selected and then accept the Terms and Conditions, in order to Print and Sign and then select Next to continue. Version /5/2017 Page 21 of 31

22 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Select Print and Sign: Page 22 of 31 Version /5/2017

23 Duke Energy Incentive Estimator - HVAC Florida Custom Application - Attachments This page is to upload the Signed Application Form and any other necessary/required attachments (maximum file size is 25 MB). The following documents must be attached before submitting your application: Signed Application Form Specification Sheet Lighting Layout (if applicable) Mechanical Drawings Documentation of Incremental Measure Cost When complete select Submit to continue. Version /5/2017 Page 23 of 31

24 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Confirmation The Confirmation page will display the results of the project, select Print for a copy of the results. Page 24 of 31 Version /5/2017

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26 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 4. EXAMPLE CASES The following examples are shown to familiarize the user with the system Office Large (high rise) with Dual Duct CV HVAC The following is an example with a large office building using a Dual Duct CV HVAC system. Input Name Value Project Details Project Name County Average Electric Billing Rate ($/kwh) Project Type Basic Mode Advanced Mode Test HVAC LO DDC Orange County 0.1 (No Override) Retrofit Select De-select Facility Inputs Building Type Is Your Cooling/Heating System Dedicated to this Facility? Office Large (high-rise) Yes Building Area (SQ FT) 250,000 Year of Construction 1990 Actual Number of Occupants 2260 Air Side HVAC Inputs HVAC Type HVAC Schedule Thermostat Cooling Setpoint (Occupied) ( o F) Thermostat Heating Setpoint (Occupied) ( o F) Demand Control Ventilation Dual Duct CV On 1 Hour Before and After No Cooling/Heating System Inputs Cooling System Type Heating Type Water-Cooled Chiller Natural Draft Boiler Heating Efficiency (%) 80 Number of Chillers 2 Page 26 of 31 Version /5/2017

27 Duke Energy Incentive Estimator - HVAC Input Name ID 1: Compressor Type Value Centrifugal Size (ton) 300 Efficiency (kw/ton) Age 10 ID 2: Compressor Type Centrifugal Size (ton) 300 Efficiency (kw/ton) Age 10 Thermal Energy Storage Type None Operating Profile Cooling Equipment Heating Equipment All All Operating Hours: Weekday Saturday Sunday 8am to 5pm Closed Closed Measures Measure Chilled Beams Results: Version /5/2017 Page 27 of 31

28 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC 4.2. Retail (dept store) with Single Duct with reheat VAV HVAC The following is an example with a retail building using a Single Duct with reheat VAV HVAC system. Input Name Value Project Details Project Name County Average Electric Billing Rate ($/kwh) Project Type Basic Mode Advanced Mode Test HVAC Ret SDVAV Lee County 0.1 (No Override) Retrofit De-select Select Facility Inputs Building Type Is Your Cooling/Heating System Dedicated to this Facility? Retail (dept store) Yes Building Area (SQ FT) 90,000 Number of Floors (Above Ground) 2 Number of Floors (Below Ground) 0 Default Number of Occupants 940 Page 28 of 31 Version /5/2017

29 Duke Energy Incentive Estimator - HVAC Input Name Value Actual Number of Occupants 940 Year of Construction 1990 Cool Roof No Cool Roof Reflectance 0 Lighting Type Standard Light Power Density (Whole Building) 1.37 Window Type Single Pane Window SGHC 0 Window U-Factor 0 Window Film South Window Film East Window Film West No No Yes Air Side HVAC Inputs HVAC Type HVAC Schedule Thermostat Cooling Setpoint (Occupied) ( o F) Thermostat Heating Setpoint (Occupied) ( o F) Supply Air Temperature Strategy Single Duct with reheat VAV On 2 Hour Before and After Reset Cold Deck/SAT Setpoint (of) 55 Outside Air Economizer Damper Position (Fraction of OA) (%) 0 Demand Control Ventilation Supply Fan Controls Energy Recovery System Energy Recovery System Type Yes VSD No Blank Cooling/Heating System Inputs Cooling System Type Chilled Water Temperature Chilled Water Pumps Condenser Water Temperature Condenser Water Pumps Water-Cooled Chiller Reset Variable Speed Reset Variable Speed Version /5/2017 Page 29 of 31

30 Duke Energy Florida Custom Incentive Program Incentive Estimator HVAC Input Name Cooling Tower Fan Pumps Value Constant Speed Minimum Cooling Tower Size (tons) 250 Cooling Tower Size (tons) 250 Heating Type Electric Heating Efficiency (%) 100 Number of Chillers 1 ID 1: Compressor Type Centrifugal VSD Size (ton) 200 Efficiency (kw/ton) 0.6 Age 2 Thermal Energy Storage None Operating Profile Cooling Equipment Heating Equipment All All Operating Hours: Weekday Saturday Sunday 7am to 7pm 7am to 7pm Closed Measures Measure Thermal Energy Storage Type Thermal Energy Storage Capacity (Ton- Hours) Are you using your own transformer Add Thermal Energy Storage Full Storage 1400 No ID 1: Compressor Type Centrifugal VSD Size (ton) 200 Efficiency (kw/ton) 0.6 Results: Page 30 of 31 Version /5/2017

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