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Small Office Incentive Workbook

Small Office Incentive Workbook

BUSINESS New Buildings

SMALL OFFICE INCENTIVE WORKBOOK

SIMPLE SOLUTIONS FOR BIG ENERGY SAVINGS

Boost operating income and asset value boost of $168,700. Energy-efficient value through energy efficiency solutions also can contribute to enhanced tenant comfort, higher occupancy rates and Energy Trust of Oregon knows that reducing lower operation and maintenance costs. building energy use by installing energy- efficient equipment and systems has been Energy Trust can help you capture these benefits shown to increase net operating income, or and earn cash incentives for energy-efficient NOI, and asset value. For example, according equipment and building practices with our market to ENERGY STAR®, installing a highly efficient solutions package for office buildings less than variable flow, or VRF, heating 70,000 square feet. Whether you’re planning system in a 40,000-square-foot office to build a new office or kicking off a major building can save up to $0.34 per square foot renovation, it provides a simple way to identify every year in energy costs, translating into an the best energy solutions for your office space. additional NOI of $13,496. At a cap rate* of

eight percent, this results in a potential asset * NOI divided by the sales price or value of a property expressed as a percentage.

Energy Trust outreach managers can offer input and feedback as you make energy-related decisions and assist you in completing this workbook. If you have questions or need help getting started, contact the outreach manager listed here. Name

Email Phone Number

1 HOW TO USE THIS WORKBOOK

What is the small office incentive package? This package offers an all-in-one, step-by-step process for designing and selecting energy-efficient systems and equipment that are cost-effective and qualify for cash incentives. To help you drive for the deepest savings possible and maximize your incentive benefit, we have grouped the equipment and practices to align with four efficiency tiers. There are base requirements that must be met to qualify for incentives for each tier. You may then select additional electives to earn even higher incentives.

The table below presents the base incentive amount for each tier, as well as the incentive levels when combined with electives. Incentives are calculated on a per-square-foot basis and will depend on the equipment selected and the number of elective options you install.

BASE INCENTIVE BASE + 2 ELECTIVES BASE + 4 ELECTIVES VERY BEST n/a n/a $2.00/sq ft BEST $0.80/sq ft $0.90/sq ft $1.00/sq ft BETTER $0.35/sq ft $0.45/sq ft $0.55/sq ft GOOD $0.25/sq ft $0.35/sq ft $0.45/sq ft

Use this workbook throughout the course of your project to set efficiency targets, select equipment, estimate incentives and facilitate communications and decision making. Your Energy Trust New Buildings outreach manager will work with you to provide input and guidance on how to maximize the energy efficiency of your building and your incentives.

STEP 1 Review “Part 1: Lighting,” and select your lighting power density, or LPD,target.

STEP 2 Review “Part 2: HVAC,” and select your heating, ventilation & , or HVAC, system.

STEP 3 Review “Part 3: Electives,” and select any additional equipment or systems you plan to install.

Project Name Square Footage

The following pages present the options for lighting, HVAC and additional elective equipment and design practices eligible for incentives. Please indicate the equipment you plan to install by completing the tables below.

HOW TO USE THIS WORKBOOK 2 PART 1: LIGHTING Efficiency requirements All projects must achieve a minimum lighting power density, or LPD, of 0.78 watts per square foot. This represents a 15 percent reduction in LPD beyond what is required in the whole-building lighting power allowance for office spaces in 2010 Oregon Energy Efficiency Special Code, or OEESC. Refer to Table 505.5.2(a) in the OEESC for further detail. If you use space-by-space lighting power allowances then you must demonstrate an overall LPD reduction of 15 percent. Refer to Table 505.5.2(b) in the OEESC for further detail.

Elective option Projects pursuing higher-efficiency targets can elect to achieve an LPD of 0.6825 watts per square foot using whole-building lighting power allowances, or 25 percent beyond code using the space-by-space allowances. See Part 3: Electives for further information.

Required documentation Please submit the following documentation to Energy Trust along with your incentive application:

FF Lighting layouts and schedules

FF ComCheck documentation

FF Invoices

Project information Please fill in the table below to indicate the LPD target you have selected.

LIGHTING

Total Allowed Watts Total Proposed Watts Square Footage of Office Space Percentage Better than Code (from ComCheck) (from ComCheck)

PART 1: LIGHTING Total Estimated Incentive $ 3 PART 2: HVAC

Selecting your HVAC system Selecting an HVAC system and properly sizing the equipment is fundamental to ensuring optimal building performance. Each of our HVAC options correspond to the incentive tiers presented on page 2. The most common HVAC system types for office buildings are detailed below. Once you have reviewed the options and requirements, select your system and complete the corresponding project information tables.

All “good” and “better” HVAC options require on units greater ECONOMIZERS than 5 tons. Installing economizers on all HVAC units, regardless of size, will automatically qualify your project for the “better” incentive tier. An regulates and optimizes the amount of outdoor air brought into a building for Economizer requirements* cooling and ventilation. This • Economizers for packaged rooftop units must be factory installed. cooling is often referred to as "" because there is • The motor must be fully modulating. no need for mechanical systems to condition your building— • The damper drive mechanism must consist of a direct modulating actuator with gear-driven saving energy and money on interconnections and a permanently lubricated bushing or bearing on the outside utility bills. Economizers also and return dampers. improve by reducing carbon dioxide levels. • The economizer must include a proportional damper control. Economizers are required by • The economizer must be locked out when in heating mode. code (503.3.1 and 503.4.1 ) on units 5 tons and greater in size. • There must be a dedicated stage for the economizer.

• The economizer control type must be differential dry-bulb, fixed dry-bulb, differential or dew point/dry-bulb temperature control.

• The economizer must include a changeover control with a setpoint/ dry-bulb limit of 65-75 degrees Fahrenheit, or °F.

• The economizer must provide relief air with a barometric damper in the return air upstream of the return air damper, a motorized exhaust air damper or an exhaust with backdraft dampers.

Elective option • If selecting a “good” HVAC system, you may receive an elective credit by installing an economizer on a three- or four-ton air conditioning unit.

* Contact Energy Trust for any exceptions.

PART 2: HVAC Total Estimated Incentive $ 4 HVAC OPTIONS FOR BUILDINGS WITH GAS HEAT (If your building has electric heat, please go to page 8.)

Check the box below that corresponds with your system type and efficiency goal.

Rooftop unit FF GOOD Efficient unit with 80 percent gas and economizers as required by code

FF BETTER Efficient unit with 80 percent gas furnace and economizers where not required by code

Split air conditioning system FF GOOD Efficient unit with 80 percent gas furnace and economizers as required by code

FF BETTER OPTION 1 Efficient unit with 80 percent gas furnace and economizers where not required by code

FF BETTER OPTION 2 Efficient unit with 91 AFUE gas furnace and economizers as required by code

Variable air volume system (VAV) FF GOOD VAV system with 80 percent and economizers on units as required by code

FF BETTER VAV system with 92 percent efficient and economizers on units as required by code

Radiant heating and cooling system FF VERY BEST Radiant floor or ceiling panels with 91 percent gas boiler, high-efficiency heat recovery or chiller, dedicated outdoor air system, or DOAS, and FOUR electives

General efficiency requirements

Gas Furnace Or Rooftop Unit Size Cooling Efficiency Boiler Efficiency Requirements

< 65,000 Btu/h PSZ: 14 SEER/11.6 EER 80-90% Thermal Efficiency, or AFUE, or Split system: 14 SEER/ 12 EER 91% Thermal Efficiency/ 91% AFUE and above for "better" systems > 65,000 Btu/h and < 135,000 Btu/h 11.5 EER/11.9 IPLV

> 135,000 Btu/h and < 240,000 Btu/h 11.5 EER/11.9 IPLV

PART 2: HVAC | OPTIONS FOR BUILDINGS WITH GAS HEAT Total Estimated Incentive $ 5 Efficiency requirements for radiant heating and cooling for “very best” option • The system must use active or inactive hydronic radiant panels or a hydronic radiant floor to heat and cool conditioned spaces.

• Ventilation air must be provided by a DOAS.

• Hot water for heating must be supplied with a condensing boiler that has a minimum VERY BEST OPTION ELECTIVE efficiency of 90 AFUE ( < 300 kBtu/hr), 90 percent thermal efficiency (boilers between 300-2,500 kBtu/hr) or 90 percent combustion efficiency (boilers > 2,500 kBtu/hr). A DOAS is required for "very best" incentives. If the system also • must be supplied by an air- or water-cooled chiller exceeding code part-load and contains an energy recovery peak efficiencies by a minimum of 10 percent at standard ARI test conditions. Refer to Table wheel that is not required by 503.2.3(7) in the OEESC for further detail. code, the project may request an elective credit. To qualify, the • Hot water and chilled water temperatures must be reset based on demand. energy recovery wheel must have energy recovery effectiveness • The chilled water loop must have high lock-out. equal to or greater than 50 percent. Energy Trust staff will Other requirements for “very best” system types review project information and • The project team must participate in an early design planning and coordination meeting. conduct calculations on a case- by-case basis to determine if this • The project team must submit the design to New Buildings for review. qualifies as an elective. See page 14 for further information. • HVAC controls must be code compliant and have different temperature schedules for occupied and unoccupied time periods.

Program documentation FF Mechanical schedules and/or cut sheets showing the cooling equipment model number, size and cooling efficiency

FF Mechanical schedule and/or cut sheet indicating heating equipment size and efficiency

FF Economizer documentation: economizer cut sheet, economizer controller capabilities and temperature sensor cut sheets

FF Email from owner/contractor to certify that each of the economizer requirements listed above has been met

FF Invoices

PART 2: HVAC | OPTIONS FOR BUILDINGS WITH GAS HEAT Total Estimated Incentive $ 6 Project information

ROOFTOP UNITS AND VAV SYSTEMS

Economizer AC Unit AC AC Furnace/Boiler Furnace/Boiler on units where Quantity Size Unit Efficiency Make and Model Information Make and Model not required by code?

Heating Cooling Size Efficiency

RADIANT HEATING AND COOLING

Supply water High Boiler Boiler Chiller Chiller temperature humidity Floor or Panel? Information Make and Model Information Make and Model reset based lockout on on demand? chiller loop? Floor Panel Size Efficiency Size Efficiency

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PART 2: HVAC | OPTIONS FOR BUILDINGS WITH GAS HEAT Total Estimated Incentive $ 7 HVAC OPTIONS FOR BUILDINGS WITH ELECTRIC HEAT

Check the box below that corresponds with your system type and efficiency goal. Packaged or split system heat pump

FF GOOD Efficient unit and economizers on units as required by code

FF BETTER Efficient unit and economizers where not required by code

VAV system

FF GOOD Efficient VAV system with electric reheat or a hybrid heat source (e.g., gas furnace with electric reheat) and economizers as required by code

Other systems

FF BEST OPTION 1 Efficient VRF heat pump with a DOAS.

FF BEST OPTION 2 Efficient water source heat pump, or WSHP, with a DOAS.

FF VERY BEST Radiant floor or ceiling panels with efficient heat pump chiller or heat recovery chiller, condensing gas boiler, DOAS and FOUR electives

Efficiency requirements for "good" and "better" system types

Heating Heat Pump Size Cooling Efficiency Efficiency

< 65,000 Btu/h 14 SEER/12 EER 8.5 HSPF

> 65,000 Btu/h and < 135,000 Btu/h 11.5 EER/11.9 IPLV 3.4 COP

> 135,000 Btu/h and < 240,000 Btu/h 11.5 EER/11.9 IPLV 3.2 COP

Efficiency requirements for VAV systems

Air Handling Unit Size Cooling Efficiency

< 65,000 Btu/h PSZ: 14 SEER/11.6 EER

> 65,000 Btu/h and < 135,000 Btu/h 11.5 EER/11.9 IPLV

> 135,000 Btu/h and < 240,000 Btu/h 11.5 EER/11.9 IPLV

> 240,000 Btu/h and < 760,000 Btu/h 10.5 EER/10.9 IPLV

≥ 760,000 Btu/h 9.7 EER/11.0 IPLV

PART 2: HVAC | OPTIONS FOR BUILDINGS WITH ELECTRIC HEAT Total Estimated Incentive $ 8 Requirements for all “very best” and “best” system types • Project team must participate in early design planning and coordination meeting.

• Project team must submit the design to Energy Trust for review.

• HVAC controls must be code compliant and have different temperature schedules VERY BEST & BEST for occupied and unoccupied time periods. OPTION ELECTIVES System-specific efficiency requirements for “very best” A DOAS is required for "best" and “best” system types and "very best" incentives. If the system also contains an Radiant heating and cooling systems energy recovery wheel that is not required by code, the • The system must use active or inactive hydronic radiant panels or a hydronic radiant floor project may request an elective to heat and cool conditioned spaces. credit. To qualify, the energy recovery wheel must have • Ventilation air must be provided by a DOAS. energy recovery effectiveness • Hot water for heating must be supplied with a heat recovery chiller or heat pump chiller equal to or greater than 50 percent. Energy Trust staff will exceeding code minimum efficiency by at least 10 percent. Refer to Section 503.2.3 of review project information and the OEESC for further detail. conduct calculations on a case- • Hot water and chilled water temperatures must be reset based on demand. by-case basis to determine if this qualifies as an elective. See • The chilled water loop must have high humidity lock-out. page 14 for further information.

For variable refrigerant flow systems • Systems must meet CEE Tier 1 efficiency requirements for IEER, EER, and COP.

Heating Variable Refrigerant Flow Heat Pump Size Cooling Efficiency: Efficiency:

< 65,000 Btu/h 14 SEER/12 EER 8.5 HSPF

> 65,000 Btu/h and < 135,000 Btu/h 11.1 EER/14.0 IEER 3.4 COP

> 135,000 Btu/h and < 240,000 Btu/h 10.7 EER/13.5 IEER 3.2 COP

> 240,000 Btu/h 10.1 EER/12.3 IEER 3.2 COP

• The system must provide ventilation air by using a DOAS.

Water source heat pump systems • Systems must meet CEE Tier 1 efficiency requirements.

• Systems must have a cooling efficiency of 14 EER.

• Systems must have a heating efficiency of 4.6 COP.

• Projects installing a WSHP system with a back-up supplemental boiler must install a condensing boiler with a minimum efficiency of 91 AFUE, 91 percent thermal efficiency or 91 percent combustion efficiency (depending on boiler size).

• Ventilation air must be provided by a DOAS.

PART 2: HVAC | OPTIONS FOR BUILDINGS WITH ELECTRIC HEAT Total Estimated Incentive $ 9 Required documentation

FF Email from owner/contractor to certify that each of the economizer requirements listed on page 4 has been met

FF Mechanical schedules and/or cut sheets showing the equipment model number, size, heating efficiency and cooling efficiency

FF Energy recovery ventilator cut sheets/documentation

FF Economizer documentation (economizer cut sheet, economizer controller capabilities and temperature sensor cut sheets)

FF Invoices

Project information

HEAT PUMP

Economizer on units not Quantity HP Size (tons) HP Efficiencies HP Make and Model required by code?

HSPF/COP SEER/EER

VAV SYSTEMS

Air Handling Unit Size Cooling Efficiency Requirements or Hybrid? SEER EER IPLV Heat Hybrid

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PART 2: HVAC | OPTIONS FOR BUILDINGS WITH ELECTRIC HEAT Total Estimated Incentive $ 10 VARIABLE REFRIGERANT FLOW OR WSHP

VRF Outdoor Heating/Cooling VRF Outdoor Unit(s) Make, Model and VRF Indoor Unit(s) Make, Model and Quantity Condensing Unit or Efficiencies Capacity Capacity WSHP Size (Btu/h) HSPF SEER

RADIANT HEATING AND COOLING

Supply water Heat Pump Chiller or High humidity Radiant Floor or temperature Heat Recovery Chiller Heat Pump Chiller or Heat Recovery Chiller Make and Model lockout on Radiant Panel? reset based on Information chiller loop? demand? Floor Panel Size Efficiency

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PART 2: HVAC | OPTIONS FOR BUILDINGS WITH ELECTRIC HEAT Total Estimated Incentive $ 11 PART 3: ELECTIVES

The following tables present elective options you may select to achieve additional incentives. Please indicate the electives you plan to install in the tables below and provide the corresponding installation details.

LIGHTING

Check Which method Whole Building Required Elective Requirements Installed Fixture Types? to select are you using? LPD Documentation

 LPD 25% better • For Interior Lighting Power  Interior Baseline: • Lighting plans than code Method (OEESC Table Lighting and lighting 505.5.2(a)), install a LPD < Power schedule 0.68W/sq ft Proposed: • ComCheck • For Space-by-Space  Space-by- documentation Space Method (OEESC Table • Invoices 505.5.2(b)), a 25% reduction in whole building LPD is required.

ENVELOPE

Check Elective Requirements Material Installed Make and Model Documentation to select

 Air barrier • Seal • Photos of air barrier joints, seams, being installed penetrations, openings (before walls/building and other junctions to limit is closed) . • Architectural • Air barrier materials must drawings and sections have an air permeability no illustrating the details more than 0.004 cfm/ft2 of the air barrier under a DP of 0.3 in water. • Air barrier project • Refer to Section 606.1.2 specifications of the 2011 Oregon Reach (from construction Code for more information documents) (www.bcd.oregon.gov/ committees/11reachcode/ Oregon_Reach_Code.pdf).

PART 3: ELECTIVES Total Estimated Incentive $ 12 HVAC

Check Elective Requirements Installed Make and Model Documentation to select

 Static pressure • Using a turning vane. • Narrative indicating reduction • Additional options for methods used for reducing static pressure static pressure include: reduction, the amount by which static »» Using a round or oval pressure is reduced duct wherever possible and final static to lower leakage and pressure. reduce pressure loss »» Use of relief fans in lieu of return fans where possible »» Using automatic dampers on exhaust in lieu of dampers to reduce fan power

DOMESTIC HOT WATER

Check Installed Elective Requirements Installed Make and Model Documentation to select Quantity

 Heat pump water ENERGY STAR • Equipment cut sheets heater and invoices

 Condensing tank 91% thermal efficiency or EF • Equipment cut sheets water heater and invoices

 Tankless gas • Input capacity of • Equipment cut sheets water heater equipment < 200 kBtu/h and invoices • 0.82 EF

PART 3: ELECTIVES Total Estimated Incentive $ 13 PLUG LOADS

# Advanced Power Check Elective Requirements Strips Installed or Installed Make and Model Documentation to select Controlled Receptacles

 Phantom load • 50% of all installed • Project documentation, reduction office equipment specifications or narrative must be ENERGY • Furniture layout STAR rated or other energy plug load • Electrical plans reduction strategies • Invoices must be employed. E.g., providing laptops versus desktops to all employees.

 Peak plug load • 50% of all installed • Project documentation, reduction office equipment must specifications or narrative be ENERGY STAR • Purchasing agreement rated that indicates future • Energy management equipment purchases will be installed on all ENERGY STAR (if applicable) computers • Invoices

HIGH PERFORMANCE WINDOWS

Check Performance of Elective Requirements Documentation to select Installed Windows

 High performance • U-Value < 0.42 U-Value: • Window cut sheets windows • SHGC < 0.37 • Architectural drawings/specifications detailing glazing requirements SHGC:

SPECIAL MEASURES (FROM 520SM)*

Check Elective Description Documentation to select

 Heat Recovery on Energy recovery wheel, or ERV, must have • Mechanical schedules dedicated outdoor air energy recovery effectiveness equal to or • Completed Form 520SM system, or DOAS greater than 50 percent • Incremental cost • Invoices  Additional special measures

*Special measures refer to design features that are not defined in this workbook, but may qualify for incentives. Energy Trust will assess these on a case-by-case basis.

Energy Trust of Oregon 421 SW Oak St, Suite 300, Portland, Oregon 97204 1.866.368.7878 503.546.6862 fax energytrust.org

Energy Trust of Oregon is an independent nonprofit organization dedicated to helping utility customers benefit from saving energy and tapping renewable resources. Our services, cash incentives and energy solutions have helped participating customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas save on energy costs. Our work helps keep energy costs as low as possible, creates jobs and builds a sustainable energy future. 8/14

PART 3: ELECTIVES Total Estimated Incentive $ 14

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