CONTENTS

Building With Energy Trust 1 Before You Build 2 EPS requirements Design phase Notes on drawings Verification 4 Foundation + Slabs 5 Framing 6 Air Sealing 7 and Air Sealing Checklist Insulation 15 Windows + Doors 18 Heating + Cooling Systems 19 sealing and testing Non-ducted gas heating commissioning Zonal pressure relief Combustion appliance safety EPS Mechanical Ventilation Systems 26 Airflow and system verification Ventilation strategies FIELD GUIDE Spot ventilation ADVANCING EFFICIENT Water Heating + Lighting 30 HOMEBUILDING: VERSION 3 Solar Electric Systems 31 Solar Ready 32 Resources 34

BUILDING WITH ENERGY TRUST

BUILDING WITH ENERGY TRUST

Energy Trust of Oregon works with designers, homebuilders and contractors throughout Oregon NOT AN ACTUAL HOME and southwest Washington to build energy-efficient

™ EPS is a tool to assess a home's energy homes. EPS , brought to you by Energy Trust, is cost and carbon footprint. an energy performance score that estimates a EPS™ is an energy performance score that measures and rates the net energy consumptions and carbon footprint of a newly constructed home. The lower the score, the better — a low EPS Location identifies a home as energy efficient with a smaller carbon footprint and lower energy costs. 1234 Example Way home’s energy consumption, energy costs and Portland, OR 97204 YEAR BUILT: 2019 Estimated Monthly Energy Costs SQ. FOOTAGE: 2,700 electricity generated from installed solar. EPS ISSUE DATE: 1/2/19 Estimated average RATED BY: Example Verifier * annual energy costs: CCB #: 132456789 $ * EPS homes offer superior efficiency, comfort $ 735 Utilities: Gas: Avista and durability. Builders who meet Energy Trust Electric: Pacific Power Estimated 62average energy cost per month: Electric $28, Natural Gas $34 requirements are eligible to receive incentives and Estimated energy cost calculated using $0.10 per kWh and $1.02 per therm Based on home energy use of natural gas, electricity, or renewable ENERGY SCALE: energy generated by an installed solar system. access marketing materials to help promote their EPS homes. Energy Score 50 This home's energy score

150 100 50 200+ 0 Similar size This home if WORST 126 94 BEST To receive an EPS, homes in Oregon must be served by Oregon home built to code Estimated total annual gross energy usage: Electric (kWh): 7,943, Natural Gas (therms): 394 Portland General Electric, Pacific Power, NW Natural, 50 Estimated average annual solar generation: Electric (kWh): 4,613 Estimated average net energy usage: Electric (kWh): 3,331*, Natural Gas (therms): 394 Cascade Natural Gas or Avista. In Washington, homes This home's 5.7 CARBON FOOTPRINT: carbon footprint Measured in tons of carbon dioxide 30+ 0 tons/yr tons/yr per year (tons/yr). One ton ≈ 2,000 miles WORST BEST must be served by NW Natural. driven by one car (typical 21 mpg car). Similar size This home if Oregon home 16.7 13.1 built to code

Estimated average carbon footprint: Electric (tons/yr): 3.5, Natural gas (tons/yr): 2.3

This EPS Field Guide will help you understand *Actual energy costs may vary and are affected by many factors PRELIMINARY such as occupant behavior, weather, utility rates and potential for renewable energy generation. A home’s EPS takes into account the the systems and components that go into building energy-efficient features installed in the home on the date the EPS was issued, but does not account for occupant behavior. high-performance EPS homes. This includes a full explanation of EPS requirements, along with recommended practices to improve your scores. If you are participating in other home certification programs, make sure you meet any additional requirements as necessary for those programs.

You can learn more about EPS at www.energytrust.org/epsforallies. energytrust.org/epsfieldguide 1 BEFORE YOU BUILD NOTES ON DRAWINGS WITHIN THIS GUIDE Throughout the guide, drawings are used to illustrate EPS REQUIREMENTS the recommended practices that meet Energy Trust Throughout this guide, each of the following requirements and recommendations. In all drawings, systems and supporting components is noted as a the blue dashed line (— — —) indicates the location requirement. In order to receive an EPS on a home, of the recommended primary air barrier. The red dots you must meet local code requirements and complete (• • •) indicate points where air sealing (using caulks, the following, when applicable.* Additional details can foams, some construction adhesives, gaskets or be found in the corresponding section of the guide: equivalent materials) will help meet the air tightness recommendations, and the blue corrugated line ( ) Compliance with EPS New Construction page 7 and thick blue bar ( ) indicate insulation. Air Barrier and Air Sealing Checklist testing page 9 Fig. X: Example

Insulation dams and weatherstripping page 9 Recommended installation primary air barrier Air sealing requirements page 11 Insulation must fill cavity Insulation and framing inspections page 15 Windows tested and rated by National page 18 Fenestration Rating Council, NFRC Duct sealing and testing page 19 Non-ducted gas heating equipment page 22 requirements for primary space heat Blocking to stop Heat pump commissioning page 23 Air sealing with caulk, airflow through Installation of zonal pressure relief page 24 foam, sealant as noted insulation and into the home Carbon monoxide alarms page 25 Installation and verification of page 26 whole-home mechanical ventilation system Ventilation systems page 27 Spot ventilation in full baths page 29 Qualified heat pump water heaters page 30 *Compliance with EPS requirements does not imply local code requirements, Verification and labeling of page 32 manufacturer instructions or engineering documentation have been met. solar-ready equipment When overlapping requirements exist, the more stringent requirement shall apply.

2 TRADE ALLY HOTLINE 1.877.283.0698 BEFORE YOU BUILD

DESIGN PHASE Timeline Glazing The design phase of planning can positively impact In most cases, reducing the glazing area will reduce a project’s timeline. The timeline on page 3 outlines the amount of energy needed to heat and cool a essential project milestones. home. If properly implemented, site selection, window orientation and shading can promote the use of solar Efficiency in plans heat and prevent overheating in the summer. Homes should be designed and constructed to minimize heat loss and heat gain. Clear Other subcontractors communication before, during and after the design All subcontractors delivering products or services that phase is essential to ensure that the recommended are related to program requirements or recommended practice techniques discussed in this guide are practices should be given a copy of this guide. It is included in plans and carried out during construction recommended that the subcontractor bid and scope by contractors. of work include efficiency requirements to facilitate ownership of efficiency components. Conditioned spaces Any space that is intentionally heated during the To obtain additional printed copies, contact winter is identified as a conditioned space. Areas your verifier, or call the trade ally coordinator that are not intentionally heated, such as vented at 1.877.283.0698. To download a copy, visit crawlspaces, vented attics and garages, are examples www.energytrust.org/epsfieldguide. of unconditioned spaces. These details should be shown on drawings and specifications and explained to all contractors.

TYPICAL TIMELINE

Builder/verifier Optional: Builder Verifier Builder Schedule and Complete Schedule and Receive becomes Builder’s team submits creates utilizes air perform rough construction perform final incentives trade ally participates in construction preliminary barrier/air inspection of home inspection an early design drawings model sealing (after insulation, and testing assistance to verifier checklist before drywall) meeting

energytrust.org/epsfieldguide 3 VERIFICATION

EPS REQUIREMENT • Duct leakage testing if system is complete

Verification site visits • Mechanical ventilation is installed • Verifiers must perform a site visit at rough-in and a site visit when construction • Window NFRC U-Factors are documented is completed • Solar-ready infrastructure is installed and labeled, if applicable Verifiers and site visits The second (final) site visit occurs when the house Verifiers guide you through the process of energy- is complete. The verifier will confirm, or perform, efficient building and inspect homes to ensure that the following items: they meet program requirements. Your verifier is the key point of contact for all program questions. While • Blower door testing verifiers are official Energy Trust trade allies, they • Duct leakage testing if not tested during first site visit operate as independent businesses and set their own • Record equipment and appliance model numbers fees. Verifiers visit each site at least twice during the building process. See the Resources section in the • Energy-efficient lighting meets or exceeds back of this guide for more information on selecting code requirements a verifier. • Attic and under-floor insulation meet program requirements The first (rough) site visit occurs immediately after wall insulation, but before drywall. The verifier will • Mechanical ventilation airflow and settings are set confirm the following items: by the mechanical contractor or verifier to meet program requirements • Intermediate and/or advanced framing techniques • Carbon monoxide alarms installed as required have been implemented • Zonal pressure relief meets program requirements • Wall insulation meets program requirements Additional site visits may be helpful to assist • Compliance with EPS New Construction Air Barrier builders and subcontractors with achieving program and Air Sealing Checklist requirements. Verifiers may charge for re-inspections • Ductwork is installed and sealed to meet or additional site visits. program requirements

4 TRADE ALLY HOTLINE 1.877.283.0698 VERIFICATION | FOUNDATIONS & SLABS

FOUNDATIONS & SLABS Fig. 2: Slab insulation options

Foundations and slabs are sites of substantial heat Rigid foam insulation acts as a thermal break and loss and possible condensation during cold weather. when seams are taped or sealed Slabs and foundation walls between conditioned and unconditioned spaces must be properly insulated in Grade order to minimize these effects. Fig. 1: Insulated slab and foundation wall

Sill gasket

Perimeter insulation tapered at top edge if needed for carpet nailing strips Grade Conditioned basement

Rigid foam insulation acts as a thermal break and vapor barrier when seams are taped or sealed Grade Unfaced insulation in framed wall

Foundation Pressure treated bottom plate drain Note: Installing a vapor barrier and/or taping the seams of Exterior foundation vapor-impermeable foam board insulation with minimizes moisture intrusion Rigid foam Sill gasket durable flashing from below the slab. No contact between slab insulation and stemwall or footing under slab

Note: Foundations and slabs should be designed to minimize Grade moisture intrusion. Materials in contact with concrete should be able Rigid foam to withstand moisture. Using closed-cell foam on the foundation wall, insulation such as the taped foam board in this detail, provides a thermal break under slab as well as a vapor barrier when properly installed and sealed.

energytrust.org/epsfieldguide 5 FRAMING

EPS REQUIREMENT double stud walls increases wall thickness and the Modified corner allowing full insulation (see fig. 3) amount of insulation within the wall. By staggering Insulated header (see fig. 4) stud layout, or building an advanced wall system, thermal bridges are broken and isolated within the insulation. Walls Walls are the largest source of heat loss in most Fig. 3: Modified corner allowing full insulation new homes due to their size, the amount of framing materials and potential air leakage. Incorporating air sealing, reducing thermal bridging and increasing insulation can enhance wall performance and help improve a home’s EPS. Float first sheet of drywall to reduce cracking

Framing technique & thermal bridging Third 2x6 stud turned or use 2x6 Framing members that connect the interior drywall cutoff, 1x6 or scrap plywood/OSB to the exterior sheathing allow heat to quickly pass or drywall clip/stop around insulation. This is referred to as thermal Fig. 4: Insulated header bridging, which reduces the insulation properties of walls. Intermediate framing techniques, such as modified corners and insulated headers above windows and doors, allow for increased levels of insulation in walls and reduced thermal bridging. Installing studs 24" on center is a common first step toward advanced framing and can help improve the thermal performance of walls.

Improved wall systems Installing exterior rigid insulation between studs and siding provides additional insulation and breaks thermal bridges to the exterior. Building staggered Rigid insulation can be installed on the exterior, the interior or between header framing members to create a thermal break.

6 TRADE ALLY HOTLINE 1.877.283.0698 FRAMING | AIR SEALING

AIR SEALING

Fig. 5: Exterior rigid insulation with rainscreen EPS REQUIREMENT Compliance with EPS New Construction Air Barrier and Air Sealing Checklist

Structural sheathing with building wrap This checklist will help identify areas requiring Rigid foam insulation with special attention to air sealing, framing practices seams taped or sealed and insulation installation. For builders pursuing Batten and air gap ENERGY STAR® Home certification, compliance with the Rater Field Checklist may be used in lieu of the Air Exterior siding Barrier and Air Sealing Checklist. If one section of the checklist is more stringent than the other, the more stringent one should be followed. Note: Exterior foam increases interior wall temperatures, thereby reducing the possibility of condensation inside the wall itself. The Air Barrier and Air Sealing Checklist is available from your verifier and can also be found online at www.energytrust.org/wp-content/ Fig. 6: Staggered double stud wall uploads/2016/12/ENH_FM0620AB.pdf. Plywood/OSB or 2x gussets at all openings

Interior studs may be placed at 24" on center independent of exterior studs and as convenient for interior wall sheathing

Note: Staggered double stud wall with blown-in insulation reduces thermal bridging.

energytrust.org/epsfieldguide 7 EPS REQUIREMENT Blower door testing • All homes must have a final blower door test performed by an Energy Trust approved verifier • Testing shall follow program-approved certification testing protocol

In addition to increased heating and cooling costs, uncontrolled air leakage can cause occupant discomfort and drive moisture through envelope penetrations. Plumbing, electrical and mechanical penetrations as well as framed bypasses should be sealed to minimize air leakage between conditioned and unconditioned spaces.

Air leakage can occur at locations between conditioned and unconditioned spaces where incomplete air barriers exist, or at unsealed connections between air barrier materials. Air barrier materials should consist of rigid materials (drywall, oriented strand board, duct board, cardboard or any other stiff product that may support the load of insulation while serving as a durable air barrier) or semi-rigid materials (sheet metal, foam board or treated cardboard) that do not allow air to flow through. Fibrous insulation, foil scrim kraft (FSK) and housewrap products do not qualify as air barrier materials.

When second-story floor joists cross over a wall between the garage and a conditioned space, the space between the joists must be blocked and sealed.

8 TRADE ALLY HOTLINE 1.877.283.0698 AIR SEALING

Fig. 7: Foam sill sealer installed at top plate EPS REQUIREMENT Insulation dams must be installed at all edges of attic insulation Weatherstripping or gaskets must be installed around attic and crawlspace access hatch and recessed lighting • Attic hatch air sealing and insulation matches ceiling R-Value (see fig. 9) • Insulation Contact Air Tight (ICAT) rated fixture (see fig. 10)

Foam sill sealer installed at the top plate to minimize air leakage to and from the attic.

Note: Air sealing materials such as spray foam, caulk and Seal top plate Seal drywall to framing adhesives can be used to reduce air leakage at penetrations, penetrations with caulk, sill sealer or gasket material seams and transitions between air barrier materials.

Recommended practice: Air can flow through interior partitions to and from unconditioned spaces. Seal the top plate to the ceiling drywall from the attic with silicone caulk, latex caulk or expanding foam BEFORE insulation is installed. Alternatively, a gasket, caulk, No need to seal drywall foam or other sill sealing material can be installed at the top penetrations in plate before the drywall is installed. interior walls

Sealing exterior leaks eliminates interior leaks

Fig. 8: Well-sealed attic air barrier at interior partition wall

energytrust.org/epsfieldguide 9 Fig. 9: Attic hatch air sealing and insulation Note: While penetrations must be air sealed, junction boxes should Plywood or rigid insulation Insulation is secured be accessible for repairs and inspections. dams to secure attic insulation and matches ceiling R-Value Recommended practice: Air seal rough openings, gaps and other penetrations through the attic prior to installing insulation and finish work.

Hatch cover constructed Weatherstripping of plywood or drywall or gasket over plywood

Fig. 10: Insulation Contact Air Tight (ICAT) rated fixture Airtight wire connection Fig. 11: Penetrations around Fig. 12: All penetrations from junction box duct using fibrous insulation properly sealed with a rated do not seal the attic against air barrier. air movement to the chase.

Seal gap between drywall and light fixture ICAT rated housing using caulk recessed light and/or manufacturer Fig. 13: Top plate is not air Fig. 14: Top plate to drywall provided gasket sealed, connecting attic air connection is sealed with all to interior wall. gaps and cracks covered.

10 TRADE ALLY HOTLINE 1.877.283.0698 AIR SEALING

EPS REQUIREMENT Fig. 16: Air sealing at common wall Window air sealing (see fig. 15) Air sealing at common wall (see fig. 16) Air-sealed interior soffit (see fig. 17)

Unit A

Fig. 15: Window air sealing Exterior

Housewrap Unit B Sheathing may run continuously across property line Flashing tape Seal seams at property line and exterior boundary with elastomeric caulk or mastic paste Seal casing to interior of jamb

Exterior water management Fig. 17: Air-sealed not shown for clarity interior soffit An air barrier must be aligned with the thermal barrier

Seal seams and penetrations in rigid air barrier

energytrust.org/epsfieldguide 11 EPS REQUIREMENT Fig. 19: Air-sealed Seal seams and penetrations in rigid air barrier Air-sealed (see fig. 18) Air-sealed fireplace (see fig. 19) Air sealing behind tub/shower (see fig. 20)

Fully insulate walls and sheath interior surface of Fully insulate exterior walls before installing tubs, showers or cavity . Extra attention may be needed to ensure flue and gas line penetrations are properly blocked and sealed at the air barrier/walls behind fireplaces. Note: Flue penetrations require an air gap between insulation and the flue Install tubs/showers on interior walls, when possible, itself. Use fire-rated sealant to seal metal to avoid the complications associated with air flashing or duct collars to the flue and framing sealing and insulating at exterior walls. Block and materials to create an air barrier. Be sure to use the appropriate UL listed materials to comply with code. seal plumbing penetrations. Check with your local jurisdiction for approved rigid air barrier materials allowed in confined, enclosed spaces. Fig. 20: Air sealing behind tub/shower Fully insulate cavity High-temperature Seal seams and penetrations in Fig. 18: Air-sealed flue sealant can be rigid air barrier used to seal small Flue gaps around many Drainage plane penetrations Metal flashing or duct collar sealed with fire-rated caulk Non-paper-faced wall covering

Code-required air gap around flue/chimney

12 TRADE ALLY HOTLINE 1.877.283.0698 AIR SEALING

EPS REQUIREMENT Air sealing and insulating knee walls and attic rooms (see fig. 21) Insulating skylight shafts (see fig. 22)

Fig. 21: Air sealing and insulating knee walls and attic rooms

Furr ceiling down to allow for full insulation and code-required air space above baffle

Baffle

Do not Rigid sealed compress air barrier to insulation meet flame spread/smoke requirements Block top and bottom of walls with approved material

Unconditioned Baffle attic space

Note: For an example animation of insulating knee walls, visit www.insider.energytrust.org/programs/eps-new-construction/training.

energytrust.org/epsfieldguide 13 Fig. 22: Insulating skylight shafts

Note: To prevent airflow through insulation, it is necessary to install a rigid air barrier on the attic side of the skylight to form a six-sided box.

Install rigid air Sheathing on backside of skylight barrier to both walls must meet all smoke and sides of vertical flame spread requirements insulation

Insulate skylight walls if bottom chord of truss is insulated

14 TRADE ALLY HOTLINE 1.877.283.0698 AIR SEALING | INSULATION

INSULATION

EPS REQUIREMENT All thermal barrier insulation should be installed to the Insulation and framing inspections manufacturer’s specifications. Building cavities must meet Grade I requirements with no voids, gaps or • Intermediate framing as defined by local code including, but not limited to: 16" on-center compression. All insulation must be in contact with the stud spacing, insulated headers, exterior wall appropriate air barrier to complete the thermal barrier. intersections and modified, insulated corners • Thermal barrier insulation must be installed to Open web joists require specific attention to assure RESNET® Grade I standards with no gaps, voids, Grade I insulation and alignment of the thermal barrier compression or misalignment and air barrier. For batt insulation in open web floor • Insulated wall assemblies, insulation must be enclosed joists, ensure that a wide batt is installed to extend into and in contact with an air-sealed, rigid air barrier on all the joist webbing. For example: floor joists 24" on center sides, creating a six-sided box must use 24" batts so that the extra width of the batt • In insulated attics, insulation at vertical edges must have a rigid air barrier, or insulation dam, expands/extends into joist webbing. that extends above the full height of the insulation Pay attention to construction sequencing to ensure • Floor insulation must be in full contact that rim joists between floors are insulated before final with subfloor above and properly supported framing makes them inaccessible. – Floor insulation above garages and exterior cantilevers requires a full air barrier on the Batt insulation should be cut to fit and placed around underside of insulation electrical boxes, plumbing pipes and mechanical – Open web floor joists with batt insulation must use batts the same width as the joist spacing and equipment in wall cavities, floor and rafter bays or attic be installed so that the batt expands/extends spaces. Blown insulation typically provides easier Grade I into the joist webbing compliance with no gaps, compression or misalignment. – When ductwork is installed in open web floor assemblies, spray-applied or loose-fill insulation Insulation in attics will perform best when installed is required to full depth without excessive compression. Raised/ • Floor insulation installation shall be in contact with energy-heel trusses should be used to maximize the subfloor and secured (see fig. 23) performance of ceiling insulation at attic perimeters. • Correct insulation around wiring in exterior wall (see fig. 25)

energytrust.org/epsfieldguide 15 Fig. 23: Proper floor insulation installation Fig. 25: Correct insulation around wiring in exterior wall

Slit insulation

-OR-

Notch bottom of studs Use synthetic twine, strapping or other for electrical wires rigid material to secure insulation and (see code for notch size) ensure contact with the subfloor

Fig. 24: Raised/energy-heel trusses

Raised/energy-heel trusses allow more insulation to be installed at the exterior edge of the ceiling than standard trusses

Raised/energy-heel

Fig. 26: Insulation has Fig. 27: Well-fit insulation, been compressed and has filling the cavity, with no multiple gaps. gaps or cracks.

Fig. 28: Insulation bats are Fig. 29: Insulation is friction- not aligned and have many fit, has no gaps or cracks, compressions. and fills the cavity.

16 TRADE ALLY HOTLINE 1.877.283.0698 INSULATION

R-Values Insulation is rated by its resistance to , known as the R-Value. The higher the R-Value, the more effective it is at reducing heat transfer and improving occupant comfort.

R-VALUE PER INCH FOR COMMON INSULATION

Insulation Type R-Value per Inch Description Batts and Blankets

Fiberglass 2.6-4.3 Strands of fiberglass bonded together forming a batt or blanket Mineral wool 3.0-3.6 Batts/board made of steam-blasted rock or glass fibers Blown, Sprayed or Poured

Loose-fill cellulose 3.2-3.6 Treated cellulose blown into place at approximately 2 lbs/cu. ft. Dense-pack cellulose 3.0-3.4 Treated cellulose blown into place at approximately 4 lbs/cu. ft. Blown-in batt/blanket 3.6-4.4 Proprietary spray-applied fiberglass insulation secured with netting Blown fiberglass 2.2-2.7 Fiberglass fibers blown into place, density dependent on location Low-density spray foam 3.5-3.8 Polyurethane foam, sprayed at 0.5 lbs/cu. ft., “open cell foam” High-density spray foam 6.0-7.0 Polyurethane foam, sprayed at 2.0 lbs/cu. ft., “closed cell foam”

Rigid Board

Expanded polystyrene (EPS) 3.6-4.2 White polystyrene beads fused into foam board Extruded polystyrene (XPS) 5.0 Molten polystyrene extruded into smooth, uniform foam sheets Polyisocyanurate (Polyiso) 5.6-7.6 Closed cell rigid foam, usually faced with foil

Information courtesy of: www.energy.gov/energysaver/weatherize/insulation/types-insulation.

energytrust.org/epsfieldguide 17 WINDOWS & DOORS

EPS REQUIREMENT Fig. 30: Example NFRC label Windows tested and rated by National Fenestration Rating Council (NFRC) • Windows must be tested and rated by the NFRC, and the rating labels must remain on windows until they are documented by a verifier

Windows lose heat more than five times faster than a typical wall assembly rated at R-21. To reduce heat U-Factor (U.S./IP) Solar Heat Gain Coefficient loss in homes, window glazing area should be limited. 0.25 0.28 Skylights and glass doors (french and sliding doors) must be included in glazing area and average U-Factor Visible Transmittance Air Leakage (U.S./IP) calculations. Contact your verifier for guidance on glazing for your projects. 0.41 0.2 Verifiers will need to collect the U-Factor and Solar Heat Gain Coefficient (SHGC) for all the windows in the home. This is typically done at the first site inspection.

Please leave stickers on windows until they have been recorded or verifiers will request a copy of the purchase order to confirm window values.

18 TRADE ALLY HOTLINE 1.877.283.0698 WINDOWS & DOORS | HEATING & COOLING SYSTEMS

HEATING & COOLING SYSTEMS

EPS REQUIREMENT Duct design, installation, sealing and insulation is critical to performance. Without Duct sealing and testing proper sealing and insulation, up to 20% of the • All ducts must be sealed with mastic paste and tested following Program Standards and Testing Procedures heat distributed through a ducted heating system specifications for new ducts can be lost to the surrounding space through leaks • Flex duct must be fully extended and both or conducted through insulation. To ensure proper interior and exterior sleeves of flex duct must be delivery of conditioned air, duct systems should be mechanically fastened using nylon draw-bands and designed based on the home size, layout, insulation manufacturer approved tensioning tool levels and air leakage (manual D). Ducts should be • Ducts may not be installed within exterior wall installed with minimal turns and flexible ducting cavities or a garage ceiling unless ≥ ²/³ of the R-Value of the wall or ceiling assembly is installed between should be pulled tight and fully extended. the exterior wall surface and the duct Reference the Resources section for links to PTCS • When ducts are installed in open web floor assemblies over unconditioned space with the intention to bring duct specifications. “ducts inside,” the following also applies: Duct sealing and testing – An air barrier must be installed to bring the ducts within the thermal and air barriers of the home Seal all seams, joints, elbows and connections with mastic paste to minimize air leakage. Apply mastic – Ducts must be in direct contact with the subfloor, except where truss members interfere paste to a minimum thickness of a nickel. Pay special – A minimum R-19 insulation must be installed attention to connections at the plenum, including start under all duct runs collars and behind cabinets. Mastic paste is • Building cavities may not be used to transport air not required on blower cabinet service panels that are • Ducts that are tested before air handler is installed intended to be removed for unit service. shall be ≤ 4% of the conditioned area • PTCS Ducts Inside Specifications must be met to qualify home as “ducts inside” – If duct and heating system qualify as PTCS Ducts Inside, a visual inspection of the duct system may replace duct testing requirements

energytrust.org/epsfieldguide 19 Fig. 31: Rigid duct sealed with mastic paste and flex duct Before construction begins, plan duct and heating mechanically fastened and tightened with nylon draw-bands system placement with your designer, HVAC contractor and other trades.

To meet program designation as a ducts-inside home, duct systems must meet the PTCS Ducts Inside Single Family Homes Specifications. Requirements include, but are not limited to, the following: • Heating equipment and at least 95% of total duct length must be located inside Fig. 32: Nickel-thick mastic the air/thermal barriers • Rim joists between floors must be sealed and verified • Joints and seams in ductwork must be mechanically fastened, sealed with mastic paste and verified • Soffits containing ductwork must be sealed and verified • Chases containing ductwork must be sealed, insulated and verified • Building cavities may not be used as ductwork Install ducts inside conditioned space Homes should be designed to accommodate • When ducts are installed in floor systems over placement of ducts and heating systems inside unconditioned spaces, the entire floor assembly conditioned spaces. Homes with must be insulated with full-depth, blown-in and cooling systems should either have return grills insulation; batts are not allowed in each room or transfer ducts to the main body.

This greatly improves the distribution system efficiency because much less heat is lost.

20 TRADE ALLY HOTLINE 1.877.283.0698 HEATING & COOLING SYSTEMS

Fig. 33: Strategies to bring ducts inside

Insulate to the same level as attic 2x ledgers

Create air barrier within attic Flat 2x nailers using a rigid air barrier and sealant

Notes: Ensure proper sealing of Duct in conditioned space exterior air barriers near duct runs. Install solid air barrier between duct runs and fibrous insulation. Create air barrier before building soffit within conditioned space Seal duct joints with mastic paste; duct tape—or tape of any kind— Duct in is not acceptable. unconditioned space Duct in conditioned space Note: Ducts in joists between conditioned and unconditioned spaces are not considered to be in the conditioned space unless properly air sealed. Ducts must be in direct contact with the subfloor, except where truss members interfere and a minimum R-19 insulation must be installed under all duct runs.

energytrust.org/epsfieldguide 21 EPS REQUIREMENT Non-ducted gas heating equipment required to be sealed combustion or direct vent, located in the main living area and controlled by a programmable • Gas fireplaces used for primary space heat must be currently listed on the qualified models list found here: www.energytrust.org/fireplace Fig. 34: Mechanical seal Fig. 35: Installer is securing (Panduit strap or zip tie) is the flex duct to the boot not connecting flexible duct with a mechanical fastener to metal boot. to provide a seal. Non-ducted gas heating Small homes with open floor plans can be comfortably heated with an approved gas fireplace, gas unit heater or hydronic system. Gas fireplaces and gas unit heaters used for primary space heat must be either sealed combustion or direct vented, located in the main living area and controlled by a . Electric resistance wall heaters can be placed in bedrooms and bathrooms for supplemental Fig. 36: Duct sealing mastic PLUG,Fig. 37: Mastic don’t is paintnickel spot heating. Unvented combustion heating appliances was used too thinly and does thick and covers both are not permitted. not fill the holes. connections and gores to ensure a tight seal.

HVAC system design, selection and installation Proper design, selection and installation of a heating and cooling system is essential for an efficient and comfortable home. Information specific to each house, such as conditioned square footage, surface areas and U-Factors, detailed air leakage and ventilation information, equipment efficiency and duct design and leakage should be used to design heating and cooling systems so that equipment is properly sized.

22 TRADE ALLY HOTLINE 1.877.283.0698 HEATING & COOLING SYSTEMS

EPS REQUIREMENT Mini-split heat pumps Heat pump commissioning Mini-split systems with variable speed , • Heat pump installation must follow PTCS or or inverter drives, efficiently heat and cool homes. As CheckMe!® standards for sizing, controls, airflow with any heating system, mini-split heat pumps should and charge be properly sized for each location using whole-home • PTCS specifications can be found here: load calculations from an HVAC contractor. Electric www.bpa.gov/EE/sectors/residential/documents/ resistance heating is sometimes used to supplement ASHP_specifications.pdf heating demands in rooms isolated from the main heating area. Fig. 38: Mini-split heat pump head

Heat pump commissioning To ensure optimal performance, heat pump installers must follow either PTCS or CheckMe! commissioning specifications for sizing, controls, airflow and refrigerant charge. Installers do not have to be certified by either PTCS or CheckMe! to meet this EPS requirement. Mini-split heat pumps are exempt from commissioning requirements.

energytrust.org/epsfieldguide 23 EPS REQUIREMENT Fig. 39: Zonal pressure relief strategies

Installation of zonal pressure relief Sheet metal sound and light baffles • Bedrooms with multiple supplies require a jumper duct, transfer , dedicated Local return to main trunk return or HRV/ERV duct (best option if possible) • Bedrooms with one supply, but without Transfer a return, may fulfill this requirement with a minimum 1" door undercut • Zonal pressure relief strategies (see fig. 39)

Zonal pressure relief Jumper duct High-low (10" typical) transfer grille Closing bedroom doors can restrict air movement in wall between supply and return registers, causing pressure Seal boot to drywall and drywall to top Blocked and Sheet metal imbalances in homes. This has been proven to plate sealed wall sound cavities can increase house air leakage and can negatively affect and light be used with occupant comfort. Properly designed duct systems baffles Seal all duct joints high-low will include return air pathways between all supply with mastic paste transfer grilles and return duct registers. Return air pathways may include door undercuts, transfer grilles above doors, BEDROOM HALL BEDROOM Drywall glued high-low transfer grilles, jumper ducts, individual to studs and room returns or HRV/ERV ducts. plates on 1" minimum both sides door undercut Zonal pressure relief is required in all homes with ducted heating systems.

24 TRADE ALLY HOTLINE 1.877.283.0698 HEATING & COOLING SYSTEMS

EPS REQUIREMENT Fig. 40: Backdrafting scenario Installation of carbon monoxide alarms Supply • Carbon monoxide alarms must be installed Return according to local jurisdiction requirements

Combustion appliance safety All combustion appliances must be properly vented, operate in a safe manner and have suitable combustion air to meet local building codes and Water heater standards. Proper installation, operation and venting of combustion appliances can help ensure safety and that is not compromised.

When combustion appliance zone (CAZ) testing is performed, Energy Trust recommends following procedures provided by local jurisdictions or national WARNING! Depressurization from improper installation or duct industry organizations such as, but not limited to, BPI, leakage can cause atmospheric gas water heaters and RESNET or ACCA. to backdraft. Backdrafting appliances can release combustion gases into the air that can potentially be distributed throughout the home. Proper equipment installation, operation and carbon monoxide alarms are critical safety elements.

energytrust.org/epsfieldguide 25 Ventilation airflow testing MECHANICAL To ensure that adequate fresh air is being delivered to the home, airflow through the ventilation system must VENTILATION SYSTEMS be measured. Depending on the ventilation strategy EPS REQUIREMENT and design, measurement equipment may be a flow hood, flow grid, anemometer or other equivalent tools. Installation and verification of whole-house mechanical ventilation system* Please refer to RESNET Standard 380 and manufacturer instructions for guidance on mechanical ventilation • Ventilation system must provide continuous fresh air testing tools and procedures. If the ventilation system to the home at the following rates: is inaccessible, airflow testing is not required. – Oregon: Ventilation CFM=(Bedrooms+1) x 7.5 + Ventilation controller settings (0.01 x Conditioned Area) Ventilation controllers can operate single fans, multiple – Washington: fans or combinations of individual fans and heating Whole-House Ventilation Rate: systems. Controller settings can be based on a number CFM=(Bedrooms+1) x 15 of factors including airflow rates, home size, number of *See page 37 for additional requirements occupants, run times and combinations thereof. In order concerning your ventilation strategy and verification. to ensure that the ventilation system is providing enough fresh air over a 24-hour period, your HVAC contractor or program verifier will need to commission the controller A tightly constructed house with reliable whole-house settings after ventilation airflow has been measured. mechanical ventilation will have improved comfort and indoor air quality. Mechanical ventilation can be Whole-house exhaust systems provided using exhaust systems, supply systems or One of the most simple and common ventilation heat recovery ventilator/energy recovery ventilator strategies is to use a whole-house exhaust system. (HRV/ERV) systems. Often installed in centrally located bathrooms, these exhaust fans pull stale air from the house and exhaust it outside, while fresh air is pulled into the building through passive vents or other openings in the building shell. Exhaust systems can be a single or several in different locations, like bathrooms or laundry rooms. When installed in bathrooms they are often connected to booster controls that increase exhaust rates when

26 TRADE ALLY HOTLINE 1.877.283.0698 MECHANICAL VENTILATION SYSTEMS

turned on. These small fans run continuously or on an EPS REQUIREMENT intermittent schedule throughout the day. To ensure Ventilation system verification they are not disconnected by the homeowner it’s • When accessible, airflow must be measured to important that they meet the program requirements +/– 15 CFM or +/– 15% of calculated requirement for sound, 1.0 sone or less. (whichever is greater) Continuous ventilation systems Whole-house supply systems • Verify 24-hour operation Whole-house supply systems are typically used in conjunction with a ducted HVAC system. Fresh outdoor Intermittent ventilation systems air is drawn in through the cold air return, conditioned • Verify mechanical is installed and and distributed throughout the house. An electronically fully operational operated mechanical damper controls when outdoor • Verify controller is properly commissioned based air is able to enter the system. These systems can be on airflow rate, occupancy, home size, cycle times and other applicable settings combined with controllers that also activate an exhaust • For intermittent ventilation systems, please adjust fan inside the house. For optimal performance and the continuous flow rate to an intermittent rate, using comfort, these systems should use controllers that can ASHRAE 62.2 2010 coordinate providing fresh air with the normal operation Whole-house exhaust fans of the heating/cooling system and use low fan speeds at • Rated for continuous operation other times. • Sone rating of 1.0 or less • Centrally located • Operated continuously or intermittently with commissioned controls

Whole-house supply systems in Washington • Whole-house supply systems are only permitted when used with an air handler equipped with an electronically commutated motor

energytrust.org/epsfieldguide 27 Fig. 41: Fresh air intake tied to HVAC

Optional: Operate exhaust fan at the same time as blower

Provide wall switch for on/off application

Supply Supply air with mixed fresh air distributed Motorized damper opens for throughout the house Return ventilation cycle

Insulated fresh air duct connects to return duct near the air handler

Blower

Timer/ Control set to Air control handler operate fan and damper to meet ventilation requirements

Heat/energy recovery ventilator fresh air to individual rooms. Some systems can be HRVs/ERVs simultaneously supply fresh air and integrated with heating ducts; however, extra time exhaust stale air throughout the home. These systems and design consideration is needed to ensure proper can be used to reduce energy loss from mechanical connections, run times, fan settings and airflow. air exchange by tempering incoming air. They provide balanced ventilation and can minimize pressure Spot HRVs/ERVs provide the same sort of balanced imbalances. These systems perform best when ventilation but they do not have a ducted distribution installed as independently ducted systems providing system. These units either exhaust or supply air in

28 TRADE ALLY HOTLINE 1.877.283.0698 MECHANICAL VENTILATION SYSTEMS

Fig. 42: Heat/energy recovery ventilator EPS REQUIREMENT Spot ventilation in full baths Unconditioned, fresh or core Conditioned, supply air stale exhaust air • Vented to outside with a dedicated termination • Rated at 2.0 sones or less • Tested to provide at least 80 CFM when operated intermittently or 20 CFM continuously • Exhaust ducts vented to outside (see fig. 43)

Spot ventilation In addition to the whole-house mechanical ventilation strategy, homes must also install code-required spot Stale exhaust air Fan or blower Pre-conditioned, fresh supply air ventilation. Spot ventilation exhaust fans installed Note: Whole-house mechanical ventilation systems with supply air in full baths and spa facilities must meet program capabilities should be designed to provide fresh air to all conditioned requirements for sound and minimum flow rates. areas of the home.

Fig. 43: Exhaust ducts a single room/location and can be used to provide vented to outside ventilation in smaller homes.

For optimal performance, HRV/ERV ducts should be sealed. Ducts in unconditioned spaces and ducts connected to the outside should be insulated to reduce condensation and heat loss. When selecting and designing your systems be sure to properly size the equipment and consult the Home Ventilation Institute to select the most efficient equipment. To get the Recommended practice: Exhaust duct runs should be short, free best performance and efficiency, look for units with of sharp turns, vented to the outside with a dedicated roof vent Adjusted Sensible Recovery Efficiencies (ASRE) of and insulated to reduce the likelihood of condensation. Flexible ducts 80% or higher and fan consumption of 0.75 watts/ should be fully extended and cut to the shortest possible length. cfm or less. Refer to manufacturer instructions to If exhausting through a sidewall vent, assure that fan outlet is pointed properly test and balance airflow. toward the direction the duct will terminate.

energytrust.org/epsfieldguide 29 WATER HEATING & LIGHTING

EPS REQUIREMENT Lighting If installing heat pump water heaters Using high-efficiency lighting can reduce a • Heat pump water heaters must be currently listed homeowner’s energy consumption. Refer to on the NEEA Advanced Water Heater Specification your local jurisdiction lighting requirements. Qualified Products List found here: www.neea.org/img/documents/qualified-products- The 2017 Oregon Residential Specialty Code list.pdf requires 100% efficient lighting. LEDs offer the following benefits: Water heater Tankless, condensing and heat pump water heaters • Dimmable are higher-efficiency alternatives to standard storage • Attractive in exposed fixtures water heaters. Be sure to consult manufacturer • Wide spectrum of color tones recommendations and instructions for capacity, • Last at least 15 times longer than traditional installation locations, air supply and other specific incandescent bulbs equipment requirements. • More cost-effective over time • Durable and contain no mercury

30 TRADE ALLY HOTLINE 1.877.283.0698 WATER HEATING & LIGHTING | SOLAR ELECTRIC SYSTEMS

SOLAR ELECTRIC SYSTEMS

For homes pursuing solar in addition to EPS, reference reference these offerings: https://insider.energytrust.org/programs/ solar/overview

Solar electric (photovoltaic or PV) A solar electric system uses the sun’s energy to produce electricity. Depending on the number of solar panels installed, the system can produce a portion or all of the electricity needed by a home, substantially lowering the homeowner’s electricity bills.

Fig. 44: Solar electric system

Solar electric panel (PV)

DC in AC out

Inverter Home electrical panel Utility meter Utility grid

energytrust.org/epsfieldguide 31 Fig. 45: Components of a solar-ready installation SOLAR READY Non-flexible Solar-ready roof area metal conduit reserved and included SOLAR READY REQUIREMENT in roof plan or diagram In order to receive Energy Trust solar electric incentives, solar projects must be completed by approved Energy Trust solar trade ally contractors. Proper installation of solar-ready features • To qualify as solar ready, projects must meet the following requirements: – Energy Trust’s Solar Ready Residential Installation Requirements* – A completed Solar Ready Checklist* must be submitted for the home

– All equipment must be properly labeled – Solar-ready roof (see fig. 46) – Solar-ready electric panel and surrounding area configuration (see fig. 47) Space reserved for future equipment *The installation requirements and checklist can be found at www.energytrust.org/solarready. Label infrastructure to code and as instructed in the requirements

As an alternative to constructing a solar-equipped Solar access and roof area home, solar-ready infrastructure can be installed to Consult your Energy Trust verifier to find a solar ready prepare for a future solar electric system. The solar installer and ensure that the project site meets the ready installation requirements are designed to ensure following solar access and location requirements. that preliminary work done to make a home solar Requirements include but are not limited to the following: ready is in compliance with Energy Trust’s full solar • Document in a plan set or roof diagram the installation requirements and will result in a more proposed system location and setbacks as attractive and less costly installation in the future. required by code Incorporate solar-ready infrastructure into the design • Reserved solar roof area must achieve at least phase to best accommodate solar resource, available 80% Total Solar Resource Fraction (TSRF) or meet roof space and location of conduit. prescriptive solar-ready installation requirements

32 TRADE ALLY HOTLINE 1.877.283.0698 SOLAR READY

Fig. 46: Solar-ready roof Fig. 47: Solar-ready electric panel and surrounding area configuration

Plan roof penetrations for surfaces other than solar roof

Roof vent 1’

Non-flexible metal conduit stubbed into attic with 4"x4" junction box above insulation

3’ 3’

Reserved roof area Ensure a minimum 200 sq. ft. roof area is reserved for future solar electric panel system and that it is clear of any roof penetrations or other obstructions

• Ensure the area reserved for the solar electric Solar-ready installation requirements include but are system has minimal obstruction and shading not limited to the following: while meeting installation requirements • Reserve space near the electric panel for a future Solar-ready infrastructure inverter and balance of system To meet solar ready requirements and reduce costs • Install non-flexible metal conduit from the future associated with the installation of a future solar system location to the reserved space near the electric system, electrical conduit and junction boxes electric panel must be installed for future solar electric wiring. In • Reserve breaker space inside the electric panel addition, space will be needed in and near the electric and label the reserved locations. You must also panel to facilitate the integration of solar energy into ensure breaker capacity meets system and the home’s electrical system. jurisdiction requirements

energytrust.org/epsfieldguide 33 Other resources RESOURCES For training, technical and marketing resources from Energy Trust resources a range of home certification programs, visit NEEA’s For more information about EPS New Construction Residential New Construction program at: and to find a verifier or technician, visit www.betterbuiltnw.com www.energytrust.org/epsresources or contact Building and energy efficiency information: the trade ally coordinator at 1.877.283.0698. www.energystar.gov For upcoming trainings: www.ahridirectory.org www.energytrust.org/trainingcalendar Performance Tested Comfort Systems, PTCS For online trainings related to the EPS requirements: Duct sealing and testing, follow protocol for existing https://insider.energytrust.org/programs/eps- home/new ducts: new-construction/training/ www.bpa.gov/EE/sectors/residential/documents/ BPA_PTCS_duct_sealing_spec.pdf For more on solar-ready installation and to download a copy of the Solar Ready Residential Installation Ducts Inside: Requirements or the Solar Ready Checklist: https://nwcouncil.app.box.com/s/ www.energytrust.org/solarready lqrbsfbwd9sldqpagqrrcdtms09kf3sn

For more information on adding solar to your new Heat pump commissioning: home construction project, or to contact a qualified www.bpa.gov/EE/sectors/residential/documents/ solar trade ally: www.energytrust.org/solarbid ASHP_specifications.pdf

For easy access to EPS Field Guide resources: Qualified products www.energytrust.org/epsfieldguide Direct-vent fireplaces: www.energytrust.org/fireplace For TA enrollment, Technical Info and Requirements, and Incentive Forms: NEEA’s advanced water heating specification qualified insider.energytrust.org/programs/ products list: eps-new-construction/forms-and-resources www.neea.org/advancedwaterheaterspec

34 TRADE ALLY HOTLINE 1.877.283.0698 RESOURCES

EPS Requirement • Air sealing at common wall (see fig. 16) • Air-sealed interior soffit (see fig. 17) Verification site visits • Air-sealed flue (see fig. 18) • Verifiers must perform a site visit at rough-in • Air-sealed fireplace (see fig. 19) and a site visit when construction is completed • Air sealing behind tub/shower (see fig. 20) Framing • Air sealing and insulating knee walls and attic rooms • Modified corner allowing full insulation (see fig. 3) (see fig. 21) • Insulated header (see fig. 4) • Insulating skylight shafts (see fig. 22) Compliance with EPS New Construction Air Barrier Insulation and framing inspections and Air Sealing Checklist • Intermediate framing as defined by local code • Builders who consistently achieve final including, but not limited to: 16" on-center rates ≤ 4.0 ACH50 may fulfill this requirement by stud spacing, insulated headers, exterior wall complying with the Air Barrier section only intersections and modified, insulated corners • Fibrous insulation and housewraps • Thermal barrier insulation must be installed to RESNET do not qualify as air barrier materials Grade I standards with no gaps, voids, compression or misalignment Blower door testing • In insulated wall assemblies, insulation must be • All homes must have a final blower door enclosed and in contact with an air-sealed, rigid air infiltration test performed by an Energy Trust barrier on all sides, creating a six-sided box approved verifier, HERS Rater, BPI professional or other approved technician • In insulated attics, insulation at vertical edges must have a rigid air barrier, or insulation dam, that • Testing shall follow program-approved certification extends above the full height of the insulation testing protocol • Floor insulation must be in full contact with Air sealing subfloor above and properly supported • Insulation dams must be installed at all edges of attic insulation and attic accesses must be insulated – Floor insulation above garages and exterior • Weatherstripping or gaskets must be installed cantilevers require a full air barrier on the around attic and crawlspace access covers and underside of insulation recessed lighting – Open web floor joists with batt insulation • Attic hatch air sealing and insulation matches ceiling must use batts the same width as the joist R-Value (see fig. 9) spacing and be installed so that the batt expands/extends into the joist webbing • Insulation Contact Air Tight (ICAT) rated fixture (see fig. 10) – When ductwork is installed in open web floor assemblies, spray-applied or loose-fill • Window air sealing (see fig. 15) insulation is required

energytrust.org/epsfieldguide 35 – Floor insulation installation shall be in contact • PTCS Ducts Inside Specifications must be met to with subfloor and secured (see fig. 23) qualify home as “ducts inside” – Correct insulation around wiring in exterior – If duct and heating system qualify as PTCS Ducts wall (see fig. 25) Inside, a visual inspection of the duct system may replace duct testing requirements Windows tested and rated by National Fenestration Rating Council Non-ducted gas heating equipment requirements • Windows must be tested and rated by the NFRC, for primary space heat. Sealed combustion or direct and the rating labels must remain on windows vent, located in the main living area and controlled until they are documented by a verifier by a programmable thermostat • Gas fireplaces used for primary space heat must be Duct sealing and testing currently listed on the qualified models list found • All ducts must be sealed with mastic paste and tested here: www.energytrust.org/fireplace following Program Standards and Testing Procedures specifications for new ducts Heat pump commissioning • Flex duct must be fully extended and both the • Heat pump installation must follow PTCS or interior and exterior sleeves of flex duct must be CheckMe! standards for sizing, controls, airflow mechanically fastened using nylon draw-bands and refrigerant charge and manufacturer approved tensioning tool • PTCS specifications can be found here: • Ducts may not be installed within exterior wall www.bpa.gov/EE/sectors/residential/documents/ ASHP_specifications.pdf cavities or a garage ceiling unless ≥ ²/³ of the R-Value of the wall or ceiling assembly is installed between Installation of zonal pressure relief the exterior wall surface and the duct • Bedrooms with multiple supplies require either • When ducts are installed in open web floor a jumper duct, transfer grille, dedicated return or assemblies over unconditioned spaces with HRV/ERV duct the intention to bring “ducts inside,” the following also applies: • Bedrooms with one supply, and without a return, may fulfill this requirement with a minimum – An air barrier must be installed to bring the ducts 1" door undercut within the thermal and air barriers of the home • Zonal pressure relief strategies (see fig. 39) – Ducts must be in direct contact with the subfloor, except where truss members interfere Installation of carbon monoxide alarms A minimum R-19 insulation must be installed – Carbon monoxide alarms must be installed according under all duct runs to local jurisdiction requirements • Building cavities may not be used to transport air Installation and verification of whole-house • The entire floor assembly must be insulated mechanical ventilation system* with full-depth, blown-in insulation; batts are not allowed

36 TRADE ALLY HOTLINE 1.877.283.0698 RESOURCES

• Ventilation system must provide continuous fresh Spot ventilation in full baths air to the home at the following rates: • Vented to outside with a dedicated termination – Oregon: Ventilation CFM=(Bedrooms+1) x 7.5 + • Rated at 2.0 sones or less (0.01 x Conditioned Area) • Must be tested to provide at least 80 CFM when – Washington: Whole-House Ventilation operated intermittently or 20 CFM continuously CFM=(Bedrooms+1) x 15 • Exhaust ducts vented to outside (see fig. 43) Ventilation system verification If installing heat pump water heaters** • When accessible, airflow must be measured to +/– 15 CFM or +/– 15% of calculated requirement • Heat pump water heaters must be currently listed (whichever is greater) on the NEEA Advanced Water Heater Specification Qualified Products List found here: https://neea.org/ Continuous ventilation systems img/documents/qualified-products-list.pdf

• Verify 24-hour operation Proper installation of solar ready features Intermittent ventilation systems • In order to receive Energy Trust solar electric • Verify mechanical damper is installed and fully incentives, solar projects must be completed by operational approved Energy Trust solar trade ally contractors • Verify controller is properly commissioned based on • To qualify as solar ready, projects must meet the airflow rate, occupancy, home size, cycle times and following requirements: other applicable settings – Energy Trust’s Solar Ready Installation • For intermittent ventilation systems, please adjust Requirements*** the continuous flow rate to an intermittent rate, – A completed Solar Ready Checklist*** must be using ASHRAE 62.2 2010 submitted for the home

Whole-house exhaust fans – All equipment must be properly labeled – Solar-ready roof (see fig. 46) • Rated for continuous operation – Solar-ready electric system (see fig. 47) • Sone rating of 1.0 or less • Centrally located

• Operated continuously or intermittently with * See page 26 of this guide for additional requirements for specific commissioned controls ventilation strategies and verification.

Whole-house supply systems in Washington ** Incentives for newly built EPS homes in Washington are only available for homes heated with gas provided by NW Natural. • Whole-house supply systems are only permitted Incentive payments are based on gas savings and efficiency when used with an air handler equipped with an improvements. Electric energy savings may be factored into electronically commutated motor a home’s score, but are not eligible for incentive payments.

*** See page 32 for additional requirements.

energytrust.org/epsfieldguide 37 Energy Trust of Oregon 421 SW Oak St., Suite 300, Portland, OR 97204 1.866.368.7878 energytrust.org

Energy Trust of Oregon is an independent nonprofit organization dedicated to helping utility customers benefit from saving energy and generating renewable power. Our services, cash incentives and energy solutions have helped participating customers of Portland General Electric, Pacific Power, NW Natural, Cascade Natural Gas and Avista save on energy costs. Our work helps keep energy costs as low as possible, creates jobs and builds a sustainable energy future. Printed on recycled paper that contains post-consumer waste. 2/21