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WARM Program Procedures: An Introduction


WARM Program Procedures: An Introduction February 18 and 19, 2010 Meeting Objectives Hear an overview of the First Energy WARM and WARM Plus Program Policies and ... – PowerPoint PPT presentation

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Title: WARM Program Procedures: An Introduction

WARM ProgramProceduresAn Introduction
  • February 18 and 19, 2010

Meeting Objectives
  • Hear an overview of the First Energy WARM and
    WARM Plus Program Policies and Procedures
  • For Management, Auditors, Educators, Crew Leaders
    All Decision Makers

Meeting Topics
  • WARM Program Audit, top to bottom
  • Purpose and Primary Steps
  • Customer Interview/Partnering Process
  • Seasonal Allowance Spreadsheet and Use History
  • Structure and Appliance Inspection
  • Measuring and Evaluation Air Leakage
  • Measure Evaluation
  • Combustion Safety Testing
  • Customer Education

The Systems Approach Works
Purpose of the WARM Audit Process
  • Identify electricity-saving opportunities
  • Recommend electricity-saving measures and actions
  • Project savings from the measures and actions
  • Recognize (and sometimes correct) health and
    safety problems

Purpose of the WARM Audit Form
  • To Collect and Document
  • PUC required information
  • Auditor discoveries existing conditions
  • Allowable measures based on job type
  • Auditor and customer action steps
  • What was done post work conditions
  • Auditor or installer concerns
  • Supports the WARM 3 System and Invoice
  • Can work as a work order form for some

WARM 3 Demo
  • Does anyone in the room need a demonstration of
    the WARM 3 system?
  • If so, please let me know and Ill show it at the
    end of the day.

WARM Program Audit Form
Step One Customer InterviewPages 1-3
  • Explain the purposes of the WARM Program to the
  • Assess the opportunity to save and explain your
  • Introduce the Partnership Process
  • Ask questions they usually know a lot about
    their space and comfort and listen
  • Include the customer in your decision-making
    use Our Savings Strategy

Assess the Opportunity for Electricity Savings
  • Determine if the customers use is in the low,
    mid range, or high range using their kWh data,
    the Seasonal Allowance Spreadsheet, and the
    information on the following table.
  • Then focus your efforts in the home based on your
  • Since savings follows use, you will likely find
    more opportunities to install measures where the
    use is high.

Seasonal Allowance Calculation
Annual End Use Consumption Ranges (kWh)
Step Two Assess Baseload OpportunitiesPages
  • Lighting
  • Refrigeration
  • Electric Dryer
  • Waterbed Heaters
  • Water Heating
  • Other

What does Baseload Mean?
  • Baseload use Energy used to power things that
    are used year round
  • Seasonal use Energy used to power the heating
    and cooling systems
  • Both vary throughout the year, but usually not
    significantly or 10

Reasons to Address Baseload
  • Sometimes, reducing electric baseload can
    guarantee better savings than measures geared
    toward reducing the cost of heating and/or
    cooling Savings Follows Use.
  • Plug loads are increasing.
  • The number of occupants impacts use, which
    impacts savings potential.
  • Client choices can make a 10 to 1 difference in
    total use.
  • Changing operating behaviors, such as control
    settings, fewer hours of use, more efficient
    appliances, can make a big difference.

What are the WARM Program allowable baseload
  • Refrigerator and freezer replacement
  • Compact fluorescent light bulbs to replace
    incandescent bulbs and halogen fixtures
  • Clothes dryer venting improvements
  • Replace unsafe or leaking water heaters
  • Install custom hot water saving measures
  • Smart Power Strips
  • Other cost effective opportunities (that will pay
    for themselves in energy savings in 10 years or
  • REMEMBER the cost of Baseload measures doesnt
    come out of the Allowance

WARM Lighting Assessment, page 3
  • Pick reliable CFLs with the highest lumens for
    the lowest wattage (highest efficacy).
  • Install some CFLs in fixtures used 1-2 hours a
  • Install some CFLs in fixtures used an average of
    2 or more hours daily.
  • Carry a variety of CFL bulbs there is a CFL
    available for ALL applications (except a bright,
    dimmable, candle-based).
  • Replace halogen fixtures with CFL fixtures if
    they are used 2 hours or more a day.
  • Maximum 12 per home without permission to
    install more. MORE FOR WARM PLUS- minimum 2 more
    CFLs, avg. 4 per home, up to no limit, but must
    be used 1 hour or more per day average.

CFL Savings Calculation
Watts saved x hrs. used/day x days per month
1,000 (to convert to kWh) x cents per kWh
Savings from replacing the bulb Example 75
watts saved (changed a 100 watt bulb to a 25 watt
bulb) x 10 hours per day 750 watts saved per
day 750 watts saved per day x 30 days 22,500
1,000 22.5 kWh saved per month, or 2.25
saved / mo. for changing out this one bulb (at
10 cents per kWh)
WARM Refrigerator and Freezer Testing
Requirements, page 5 6
  • Test all units 5 years old or older.
  • If you cant test the unit, use a database to
    assess use.
  • Min. one hour test for refrigerators, but test as
    long as possible. 2-hour tests give good
    results. Freezers must be tested for 2 hours
  • Take temperatures of the room and the inside of
    the fresh food and freezer compartments.
  • Adjust the test results for ambient air
  • Secondary units may be replaced.
  • Maximum two new units per household, without

Using the Brultech, Kill A Watt, or other
watt-hour meter
What Data Needs to be Recorded? Pages 5, 6
  • Refrigerator/Freezer Make, Model, Size
  • Monitored kWh use
  • Monitored kWh use adjusted to a one-hour reading
  • Be sure to document why you didnt test
  • Be sure to document temperatures for adjusting
    the results
  • Document why a different size was ordered to
    replace the old one.

Refrigerator Minimum Use Thresholds
Existing Size (cu. ft.) Minimum Threshold for Replacement kWh at 1 hr. Minimum Threshold for Replacement kWh at 2 hr. Minimum kWh/year of Existing Unit Approx. kWh/yr of New Unit
15 or less .104 kWh/hr At least .208 911 354
16-19 .13 kWh/hr At least .26 1,139 368 (17 cu. ft.) 383 (18 cu. ft.)
20-24 .14 kWh/hr At least .28 1,226 408 (21 cu. ft.)
25 or greater .2 kWh/hr At least .4 1,752 577 max. (20-25 cu. ft.)
Monitoring Field Reference(NJ Comfort Partners
  • Best Practice Adjust for
  • Room temperature
  • Monitoring time of day

WARM Ambient Air Temperature Adjustment Factor
Ambient Air Temperature Immediately Surrounding the Refrigerator During Testing Ambient Air Temperature Immediately Surrounding the Refrigerator During Testing
5? F (or more) hotter than average 0.88 factor
Average annual temperature for room 1.00 factor
5? F (or more) cooler than average 1.13 factor
If average temperature not known by customer,
use 70? F
Determining Refrigerator Age

It is OK to replace the refrigerator if
  • It meets the minimum use threshold to replace by
    metering. If the unit cannot be metered,
  • It meets the minimum use threshold to replace by
    using a refrigerator database.
  • Maximum two units (refrigerator/freezer) per
  • Try to trade multiple units for one or two new
  • Show the customer the product spec sheets.
  • If trading two for one, even if the second unit
    is a freezer, a larger new one is allowed
  • Describe differences between the sizes of the
    fresh food and freezer compartments of the new
    unit with the old unit
  • WARM Participants who received a new refrigerator
    saved considerably more than those who didnt.
  • Inefficient units that cannot be replaced should
    be addressed through customer education.

Freezer Testing
  • Follow refrigerator testing guidelines with these
  • Test freezers for a minimum of 2 hours
  • Replace only when the unit is a necessity
  • Freezers tend to use the same amount of
    electricity as a comparable size refrigerator.

Freezer Replacement Criteria
Existing Freezer Type Existing Freezer Size (c.f.) If Existing One-Hour Use is Greater Than Then
Chest Less than 8 .064 kWh Replace existing unit
Chest 8.1 to 12.9 .084 kWh Replace existing unit
Chest 13 to 15.5 .103 kWh Replace existing unit
Chest 15.6 larger .154 kWh Replace existing unit
Upright Less than 10 .074 kWh Replace existing unit
Upright 10.1 to 12.9 .103 kWh Replace existing unit
Upright 13 to 15.5 .123 kWh Replace existing unit
Upright 15.6 larger .154 kWh Replace existing unit
Energy Star Databasewww.energystar.gov
Annual Refrigerator Consumption Calculation
  • Use these formulas to figure annual cost to run
    the unit for customer education
  • ___ kWh / hr x 8760 hr / yr ____ kWh / yr
  • ____ kWh / yr x 0.095 / kWh annual cost to run

WARM Dryer Guidelines, page 7
  • If it takes longer than 60 min. to dry a load,
    the dryer or the venting may need repairs.
  • If venting, use metal smooth wall ducting, 25 ft.
    or less.
  • No screws Only tape and clamps
  • Vent to the outside using the shortest and
    straightest route possible and secure hanging
    ducting with straps.
  • Dryer warranties may require straight, rigid 6
    ft. ducting.
  • Flex duct is cheap and easy to install, but may
    cause problems.
  • Consider a clothesline installation.

Customer EducationReducing Dryer Costs
  • Locate the dryer in a heated space.
  • Make sure the dryer is vented properly.
  • Clean out the outside exhaust vent cover and
    replace if it doesnt close when the dryer is
  • Clean the lint filter after every use.
  • Dry full loads but dont overfill.
  • Dry two or more loads in a row.
  • Dry clothes outside when possible.

Dryer Venting
  • Bottom line
  • Dryers should be vented outside if they are used
    to dry 5 or more loads per week and the dryer
    takes at least 60 minutes per load.

What Needs to be Recorded? Page 7
  • If the water heater is electric, be sure to
    document the laundry loads. This is related to
    reducing hot water use. (sort of out of sequence
    on the form)
  • If the dryer is electric, be sure to document the
    number of loads dried per week. This is related
    to reducing drying time and dryer venting

Other Opportunities, page 7
  • Waterbed heaters use electricity. They can be
    eliminated by removing the waterbed.
  • HVAC filters and maintenance, pump use,
    dehumidifier use, septic grinders, and other end
    uses can be documented here AND addressed in WARM
    if cost effective.

Other Baseload Use WARM Standards
  • Identify other causes for high baseload use.
  • Inform the customer of your discovery.
  • Determine savings to investment ratio, or simple
    cost effectiveness (will the installation save
    more in energy costs in 10 years than it will
    cost for the measure?)
  • Educate the customer about ways they can reduce
    their baseload by reducing hours the item is on
    changing control settings and replacing
    inefficient appliances that are not typically
    part of WARM.

Plug Load Energy Use is Increasing
U.S. delivered residential energy consumption by
end use, 2001, 2004, 2015, and 2030 (million Btu
per household)
Source Energy Information Administration 2006
Power Settings Mode
  • ON

  • Active power
  • Low power mode
  • Indeterminate power
  • Sleep/hibernate
  • No power
  • Unplugged
  • Power switched off with strip or other control
  • Standby power
  • Phantom load
  • Vampire power
  • Idle power

Anything with a remote, display, touchpad, or
light is using power even when turned off
Standby Loads and Lifestyle
  • Plug-ins, otherwise known as wall warts, (cell
    phone chargers, laptop power bricks) and
    appliances (microwaves, VCRs, stereos and home
    computers) constantly draw wattage, even when
  • If it has a light, display, transformer, charger,
    remote control device, it is using electricity
    even when it is not on.
  • After a while they can add up to as big a load
    factor as a refrigerator.

Smart Power Strips
  • Allowable WARM and WARM Plus measure
  • Choose location carefully see Specification in
    the Procedures Manual
  • Maximum 4 per home allowed
  • Typically used on computer stations and
    entertainment set-ups
  • Control outlet, switched outlets, always hot
  • Google BITS Smart Power Strip Video

Diagnostics Getting Using Power (W) Energy
(kWh) information Requires
Deciphering the obvious
Tracking, reading, recording, calculating and
Sample Annual kWh of TVs by Mode
  • Standby power is similar regardless of TV type or
  • Newer TVs use a lot more energy than older ones.
  • Larger and newer technologies (plasma rear
    projection) tend to be used more and are
    frequently part of a larger entertainment set up.

Source Ecos Consulting, Final Field Research
Report, 2007
Game Console Power Use Consumption
NRDC Study of Set Top Box and Game Console Power
Use, May 2007, Peter Ostendorp, Ecos Consulting
Battery Charging Strategies
  • Buy efficient chargers
  • Use rechargeable batteries
  • Use power strips to simplify disconnecting
  • Chargers can draw 5 to 20 times more power than
    they can store so...
  • Unplug chargers once battery is charged
  • Use timer to control charge cycle
  • Choose equipment based on charging performance

Strategies to Control Home Electronic Energy Use
  • Unplug stuff you dont use
  • Manage control settings for maximum efficiency
  • Turn equipment off when not actively using
  • Minimize standby use with power strips, switched
    outlets, unplugging, etc.
  • Purchase less stuff
  • Buy the most efficient products possible

  • In WARM, dehumidifiers are typically not
    replaced. Inefficient dehumidifiers can be
    addressed through customer education and/or
    replacement with a simple payback calculation.
  • Inefficient or improperly set dehumidifiers can
    contribute to baseload use. Appropriate use of a
    dehumidifier is a summer seasonal use.
  • Use a dehumidifier to bring humidity level within
    a comfort zone (45 50 RH).

Dehumidifiers, Education
  • How to use a dehumidifier efficiently
  • Eliminate the cause of moisture when possible.
  • Use the right size unit.
  • Use a dehumidifier with a humidistat.
  • Set the dehumidifier to the correct relative
  • Empty the bucket before its full or drain into a
    sink or drain.
  • Keep sources of water away from the unit.
  • Close windows and doors to the space.
  • Locate the unit so that air can move around it.
  • Dont use a dehumidifier with air conditioning.
  • If the air temperature drops below 65º F, coils
    can frost up. Turn off the unit and let it

Waterbed Heaters
  • Waterbeds are addressed in WARM if the waterbed
    has an inefficient heater by replacing waterbeds
    with standard mattresses, eliminating the heater,
    OR through customer education.
  • Sales peaked in 1988 and have since declined. In
    the Mid 1990s 15-20 of U.S. households have at
    least one waterbed.
  • Waterbed heaters have changed in the past 7 or 8
    years to be more efficient.

Waterbed Heaters Energy Use
  • Most waterbed heaters use between 150 and 300
  • Average older waterbed heaters use about 125 kWh
    and cost about 11 per month.
  • Newer waterbed heaters use about 80 kWh and cost
    about 7 per month.
  • Replacing waterbed mattresses with foam
    mattresses saves about 1,300 kWh annually (111).
  • Covering an existing waterbed mattress with a
    foam mattress pad saves about 800kWh annually

Sump Pumps, Water Pumps, Well Pumps, Pool Pumps,
Pressure Tanks
  • Problems with any of the above can cause high
    baseload use.
  • WARM can address pump issues.
  • Leaks can cause pumps to work longer.
  • If you hear a pump kick on and off in quick
    succession, there is likely a problem.
  • Find leaks and fix them.
  • Use timers to control pool pumps.
  • Energy efficient pumps can save 36 of operating

WARM Program Domestic Hot Water Saving Measures,
page 8
  • New water heaters
  • Health, safety, efficiency measures
  • Temperature reduction
  • Fix hot water leaks
  • Timer (if on the RT rate) Be sure to do the rate
    calculator spreadsheet!
  • GFX
  • Education (use less hot water)

WARM Water Heater Replacement Standards
  • An electric water heater may be replaced if
  • It is leaking, or
  • It is rusted, or
  • It has one or more bad elements, or
  • The tanks R value is 8 or lower

New Water Heater Specs
  • The new water heater must
  • Have a minimum EF of .90
  • Have at least 2 of foam insulation
  • Have built-in heat traps
  • Have a 6 year (or higher) warranty
  • Be sized correctly

Step Three Assess Cooling UsePage 9, 10
  • Check the Summer Seasonal Use on the Seasonal
    Allowance Spreadsheet.
  • If the use is 2,000 kWh or more, and that use is
    due to AC use, consider installing measures that
    reduce cooling load.
  • If air sealing will be done, then air leakage
    testing and combustion safety tests must be

WARM Cooling Measures Consult the Cooling
Measure Selection Guide and Priority List
  • High efficiency window film
  • White, reflective roof coating
  • Room AC replacement
  • AC tune up/cleaning
  • Central AC or heat pump replacement
  • Duct sealing and insulation
  • Attic insulation and air sealing

Cooling Assessment, page 10
  • Involves behavior, settings, mechanicals, AND the
  • Use the Solar Pathfinder to be sure the windows
    being considered for film are actually un-shaded
    for several hours in the summer months.
  • Use the Solar Pathfinder to qualify roofs for
    reflective roof coating.
  • Record as much information as possible about the
    window AC units.
  • Assess the central AC/heat pump.

How Do Our Homes Overheat?Mostly From Solar Gain
on Roof and Through Windows
Why Do We Need AC?
Cooling Measure Selection Guide and Priority List
  • Follow the Guide and Priority List in the WARM
    Procedures Manual, page 4-66
  • First things first

Window Film
  • Energy savings result from rejecting solar heat,
    the primary reason for homes overheating and
    therefore AC use
  • Are there any windows on the west, south and
    maybe east that are not shaded in the summer
    during the hours of 9 AM and 4 PM?
  • Choose a film that meets the specification of
  • .58 or lower shading coefficient
  • 1.0 or lower U value
  • 50 or more total solar energy rejection

Why White Roofs?
  • This works on the principals of emissivity and
  • Emissivity the total energy released by the
    object white roofs give up their heat quickly
    to the night sky
  • Reflectivity silver coatings reflect well but
    they do a poor job of releasing heat

White Elastomeric Roof Coat (Liz Robinson, ECA)
Room AC Units, page 10
  • Is the EER on the existing room AC 6 or lower?
    If so, it can be replaced with an EER 10 or
    greater, but the Summer Seasonal Use (kWh) must
    be 2,000 or more to replace 1 unit, and 2,500 to
    replace 2 units, and 3,000 to replace 3 units.

Room AC Replacement
Size Correctly!
  • A properly sized AC should run constantly on the
    hottest day of the year!

Central AC or Heat Pump Replacement
  • Customers must have at least 3,000 kWh of summer
    seasonal use in order to qualify for central AC
    system replacement and 4,500 kWh of annual
    seasonal use for heat pump replacement.
  • Must get FirstEnergy approval.
  • Clean and Tunes are encouraged first, when

Structure Sketch, Page 11
  • Have Fun, but be sure to document anything the
    Final Inspector may need to know.
  • Also document any structural health or safety
  • Use this page for your crews as well.

Attic Insulation and Attic Air Barriers, For
Heating and Cooling Load Reduction, page 12
  • Follow the same WARM guidelines for insulating
    and air sealing the attic to reduce cooling load
    as you would to reduce heating load.
  • Document obvious thermal boundary leaks/air
    barrier voids.
  • Record details about each attic space.

Assess Electric HeatingPages 10 - 17
  • If the winter seasonal use is 2,000 kWh or more,
    the building can be assessed for electric heat
    load reduction measures, even if electric space
    heaters are the primary heat
  • The Measure Selection Guide should be consulted
    to help in making decisions

Visual Assessment
  • Evaluate the effective R value of existing
    insulation walls, attics, ducts, critical
    junctures, basement and crawl ceilings
  • Observe air barrier breaks
  • Determine the location of the thermal
    boundary/air barrier
  • Pay attention to heat producing fixtures

Measure Selection Guide and Priority List
  • Follow the Measure Selection Guide on page 4-64
    of the WARM Procedures Manual for reducing
    electric heat load.
  • Follow the Priority List on page 4-65 of the WARM
    Procedures Manual to help guide the process.
  • First things first.

Effective R-Value
Typical R-Values
Attics, Basements, Crawlspaces, page 13
  • Access details
  • Heat Producing Fixtures Safety and Air Sealing
  • Chimney or flue damming
  • Basement/crawl air sealing
  • Basement/crawl insulation
  • Ground covers
  • Mobile home bellies

Whole House Air Sealing
  • Record details about the areas where air leakage
    was reduced, or will be treated by the crew, or
    where the crew should work

Cantilevers and Sidewalls, page 15
  • Document cantilever existing air barrier and
    insulation, as well as what is proposed.
  • Document siding type and proposed insulation. Be
    sure to document safety issues.

Garages, Other Zones, Ducts, page 16
  • The thermal boundary should be continuous
    assess the garage and any other in-between
    areas, such as laundry rooms, porches
  • The WARM guidelines for sealing and insulating
    ducts are the same to reduce cooling load as they
    are to reduce heating load.
  • Be sure to document the pre and post duct testing
  • Be sure to document if the testing was done at 25
    Pa or 50 Pa.

Air Tightness Diagnostics, page 17
  • BTL calculation
  • Blower door testing
  • Zonal tests
  • Duct tests
  • Combustion safety tests
  • Document test results!!!!
  • Test in and test out!!!

Unvented Appliances
  • Remember Dont seal the building tighter than
    3,000 CFM -50 Pa if there is an unvented
    combustion appliance.

Combustion Safety TestingPage 18
  • Combustion Safety Tests must be
  • performed if
  • Conventionally vented combustion appliances exist
  • Air sealing is done to reduce cooling load or
    to reduce heating load

Combustion Testing Includes
  • CO testing, ambient, CAZ, flues
  • Gas leak detection
  • Spillage and flame roll-out evaluation
  • CAZ depressurization
  • Draft evaluation
  • Range testing

Final Step Consumer Education
  • Our Energy Savings Strategy form!
  • This is the summary of what was done, what will
    be done, and the benefits
  • Documents what the customer agreed to do to take
    control of their electricity use

Putting Costs on Current and More Efficient
  • Find the wattage of the appliance.
  • Ask about use hours per day, week, month.
  • Figure cost and tell customer (putting costs on
  • Figure cost of more efficient ways of doing the
    same thing and tell customer the differences.
  • Let customer choose which way they want to
    operate the appliance or lights.

Additional Tools
  • Rate Calculator Tool Rate Counseling
  • PCAP Counseling
  • Air Tight Home handout
  • Weatherization Release form

Summary, page 19
  • Checklist to assist the Final Inspection and
    invoicing process.

Additional Resources
  • See handout

Analysis of Consumption
  • IF..
  • the baseload, and/or cooling, and/or heating use
    is LOW, THEN
  • focus on the category of use that is in the MID
    or HIGH range.
  • the baseload use (with or without water heating
    included) is in the MID or HIGH range, there is
    likely waste or problems with one or more
    appliances, SO
  • be sure to replace incandescent bulbs with CFLs,
  • check all the refrigeration units and replace
    inefficient units, and
  • do a good job educating the customer about hot
    water use, and turning off electronics and other
    plug loads.

Analysis continued
  • the cooling use is in the MID or HIGH range,
    consider replacement of AC units, consider window
    film and white roof coating (or attic
    insulation), THEN
  • check for duct leakage outside the thermal
    boundary, and
  • do a good job educating about how to follow
    low-energy cooling strategies.
  • the heating use is in the MID or HIGH range,
  • air sealing and insulation,
  • thermostat change outs,
  • duct sealing if outside the thermal boundary, and
  • do a good job educating about thermostat
  • Remember This is just a guide. You wont
    really know what is going on in the home to
    determine the energy saving opportunities until
    you get into the home.
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