This presentation provides an overview of the Solar Water Heating rebate programs and a technical review of solar water heating technologies. It is specificially geared towards contractors and self-installers.
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1. California Solar InitiativeThermal ProgramContractor &
Self-Installer Workshop
2. WORKSHOP INTRODUCTION2
3. Housekeeping: Turn off your cell phones Refreshments Recycle
Restrooms down the hall Sign-in- Contractors License #3
4. CSI Thermal Program Workshop Agenda Workshop & CSI
Thermal Program Introduction Program Eligibility Requirements &
Incentive Calculator Program Incentives Lunch Application Process
Technical Requirements & Inspection Checklist Hand out Proof of
Attendance Certificates & Keys4
5. Purpose of Workshop Training Provides details of CSI Thermal
program Eligibility Requirements Incentive Structure Application
process Training required for contractors and self- installer
participation in CSI-Thermal Program Not a how to
install/design/sell SWH systems.5
6. Installation Course at CCSE April 23-26, 2012 Two courses:
1. Two day focuses on business practices, marketing, sales - $50 2.
Four day two-day course plus two days of hands-on installation and
design - $100 Normal cost of this workshop is $1500 - $2500 Sign up
at6 www.energycenter.org/calendar
7. INTRODUCTION TO CSI-THERMAL PROGRAM7
8. Program Administrators (PA)California Center for Sustainable
Southern California Gas Company: Energy (SDG&E territory):
Phone: (800) Gas-2000Phone: (877) 333-SWHP Email:
[email protected]: [email protected] Website:Website:
www.energycenter.org/swh www.socalgas.com/rebates/solarPacific Gas
and Electric: Southern California Edison:Phone: (877) 743-4112
Phone: (866) 584-7436Email: [email protected] Email:
[email protected]: www.pge.com/csithermal Website:
www.sce.com/csithermal www.gosolarcalifornia.org/solarwater8
9. Incentive BudgetCSI-Thermal total program incentive budget
is $280,800,000: $180,000,000 for natural gas displacing SWH
systems Up to $100,800,000 for electric and propane displacing SWH
systems 40% of the total incentive budget is reserved for
single-family residential customer SWH systems 60% of the total
incentive budget is reserved for commercial or multifamily SWH
systems. 9
10. Incentive Budget Per Program Administrator Program Natural
Gas Budget Electric/Propane Displacing Administrator (&
millions) Budget ($ millions) PG&E $70.2 $44.0 CCSE $18.0 $10.4
SCE -- $46.4 SoCalGas $91.8 -- Total $180.0 $100.810
11. Low Income Program The Low Income Program is set to launch
in March 2012 Only applies to qualifying natural gas-displacing SWH
systems Total budget of the Low Income Program is $25 million Total
Incentive Program Budget Budget Administrator Allocation (in
millions) PG&E 39% $9.75 CCSE 10% $2.50 SCG 51% $12.75 Total
100% $25.0011
12. Low Income ProgramFor more information on theLow-Income
Program go towww.energycenter.org/swh Click on CSI-Thermal
Documents Click on Handbooks Click to download Handbook 12
13. CSI THERMAL PROGRAM ELIGIBILITY REQUIREMENTS13
14. Eligibility Criteria & Requirements Participants
Warranty Equipment Energy Efficiency Shade Factor Metering Surface
Field Inspections Orientation Factor14
15. Participants Eligibility, continuedCustomer Class and
Incentive Rate determined byUtility Rate Schedule Residential Rate
= Single-family residential Commercial Rate = Commercial Master
Meter Rate = Multifamily Residential15
16. Participants Eligibility Host Customer: The utility
customer of record at the location where the solar water heating
(SWH) system will be located. Natural Gas Customers of PG&E,
SDG&E, SCG Electric Customers of PG&E, SDG&E, SCE
Propane customers are eligible for a CSI- Thermal incentive if they
are electric customers of PG&E, SDG&E, SCE* *Starting
January 2012 for projects signed off after16 June 14, 2011
17. Participants Eligibility Host Customer (continued): Natural
Gas Displacing SWH Electric/Propane Displacing SWH Existing Home/
Business Existing Home/ Business New Home/ Business New Home/
Business17
18. Participants Eligibility, continuedSystem Owner: Owner of
SWH system at time incentive is paid Host Customer or Third
Party18
19. Participants Eligibility, continued Applicant: Entity that
completes/submits CSI-Thermal application Serves as main contact
throughout process Eligible solar contractor or self installer will
be the applicant for CSI-Thermal applications19
20. Participants Eligibility, continuedSolar Contractor:
Contractors must have one of the following active licenses: A, B,
C-4, C-36, or C-46 License Must attend CSI-Thermal workshop (today)
Solar Contractor is the Applicant- will receive a key at the end of
the workshop to register at: www.csithermal.com20
21. Participants Eligibility, continued Self-Installer:
Homeowners or building owners who choose to install a SWH system on
their property. Must meet definition of Host Customer.
Self-Installer is also the Applicant. Equipment Sellers: Refers to
retail sellers such as manufacturers, distributors, retail
businesses, and contractors. An Equipment Seller is not an in-home
sales representative. These participants are NOT eligible to be an
applicant (unless they are the contractor).21
22. Technology Eligibility Solar Water Heater Types Open Loop
Closed Loop (Direct) (Indirect) Active Passive Active Passive 1 2 4
5 Direct Forced Indirect Forced Thermosiphon Thermosiphon
Circulation Circulation 3 Integral Storage Not eligible systems
Collector (ICS) for incentives22
23. End-Use EligibilitySingle Family SWH systems Domestic Hot
Water (DHW) end uses are eligible: Water used for domestic purposes
(but not including space heating, space cooling, or swimming pool
heating): drinking, food preparation, sanitation and personal
hygieneMultifamily/Commercial SWH systems SWH applications must
directly consume the solar heatedpotable water, as opposed to using
the solar heated water as amedium to carry heat for some other end
use.23
24. Eligible EquipmentAll SWH Components must be new and
unused, exceptfor the following components: De-scaled copper piping
Collector racking (design stamped by an Engineer to ensure the
existing racks are appropriate for expected wind loading)24
25. Eligible Equipment Single family residential projects must
have SRCC OG-300 or IAPMO System Certification SRCC
www.solar-rating.org IAPMO www.iapmo.org Installation must match
OG-300 system configuration exactly: collector area, solar storage
capacity, number of tanks, type of back up fuel source, type of
back up water heater (tank vs tankless) Exceptions: Substitution of
Solar Storage Tank of equal or greater performance than the solar
tank specified in the OG-300 certification Substitution of
Auxiliary Tank with Tankless even when the OG-300 system is not
certified with a tankless auxiliary water heater Multi-Family &
Commercial projects must have SRCC OG-100 or IAPMO Collector
Certification25
26. Ineligible Systems (not eligible for incentives) Pools,
spas, space heating, space cooling Direct Forced Circulation, Open
Loop Thermosiphon systems, Closed Loop Recirculation Systems that
re-circulate water in the collector loop Combination systems will
only receive an incentive for domestic hot water (DHW) energy
savings (must clearly isolate DHW energy savings) End uses that do
not directly consume the solar heated water, but rather use the
water as a medium to carry heat for some other end use A SWH system
that replaces a SWH system which previously received an incentive
through the CSI-Thermal Program Portable systems or systems that
are not permanently installed. A SWH system that received
incentives from a utility Energy Efficiency program. 26
27. Permit Requirements All SWH projects must receive an
inspection permit from local jurisdiction Eligibility is valid up
to 24 months after date on final permit sign-off Contractors should
be familiar with local code requirements as they relate to SWH
installations27
28. Warranty Requirements Collector Manufacturer: 10-year
minimum Contractor: 1- year minimum on installation labor and
workmanship 10-year minimum to protect the purchaser against more
than a 15% degradation of system performance that may occur as a
result of faulty installation28
29. Energy Efficiency Requirements Energy Efficiency
Survey/Audit: required for all existing residential and commercial
buildings or proof of Title 24 energy efficiency compliance Must
have been performed during the past three years Acceptable surveys
include online, telephone, or onsite audit provided by the
utilities, Program Administrators, or a qualified independent
vendor or consultant
http://www.sdge.com/residential/tools.shtml29
30. Insulation Requirements All accessible hot water piping
must be insulated with a minimum of R2.6 If there is a
recirculation loop, all accessible piping must be insulated with a
minimum of R2.630
31. Metering RequirementsPurposes of Metering 1) Customer
Performance Metering (CPM) Provides performance data to system
owner Required for systems larger than 30kWth 2) True-up Payment
(70/30) Required for systems>250kWth Requires CPM*Metering is
encouraged for all projects regardless of requirements31
32. Commercial/Multi-family: 30kWth - 250kWth Customer
Performance Metering (CPM) is Required One-time/lump sum incentive
payment Incentive based on estimated therm or kWh savings provided
by the OG-100 Calculator Paid after project is completed, approved,
and inspected (if applicable)32
33. Commercial/Multi-family > 250kWth70/30 True-Up Payment
Customer Performance Metering (CPM) is required Payment made in two
parts: 1) OG-100 calculator estimates therm or kWh savings. PA pays
70 percent of that incentive after Incentive Claim and Inspection
(if applicable) are approved 2) System is then metered/monitored
for 12 consecutive months. PA pays the true-up incentive amount by
subtracting the initial 70 percent incentive payment from the final
metered incentive amount.*Program will pay no more than 110% of
estimated incentive33
34. 70/30 True-up Example Actual energy savings less than
expected 1. OG-100 Calculator Estimation: 12,000 therms displaced
annually (12,000 therms x $12.82/therm) = $153,840 incentive 2. 70%
Payment: Once the project is completed, approved, and inspected (if
applicable), PA pays 70 percent of estimated incentive ($153,840 x
.70) = $107,688 3. Meter for 12 months: ex: based on 12 months of
performance metering actual savings equals 10,500 therms saved (not
12,000 estimated) 4. Calculate Maximum Incentive (based on metered
data): 10,500 therms (10,500 therms x $12.82/therm) = $134,610
incentive 5. Calculate Final 30% Payment: Maximum Incentive minus
70% payment: $134,610- $107,688 = $26,92234
35. Metering Communication Requirements 70/30 True-up Metering
requires a Program Performance Data (PPD) provider PPD provider is
a service provider that monitors and reports energy delivery data
from SWH systems to PA PPD provider must be approved by PAs
Application found in Handbook and www.GoSolarCalifornia.com website
PPD provider must monitor, trend, archive and report fields as
required in Handbook Table 10 See CSI Thermal Handbook Section for
more information35
36. Metering, Monitoring, and Communication Requirements
Metering Table 11 Who System Metering Incentive CPM PPD Summary of
Performance Metering and Communication Requirements Equipment Bears
Size Process Structure Required Required Location Cost Single <
30 kWth None Lump-sum N/A N/A N/A N/A Rebate Collector loop
Customer Single Paid for by or potable 30 - 250 kWth Performance
Lump-sum Yes No System water side Monitoring Rebate Owner Paid for
by 70/30 True- 70/30 True- Potable water > 250kWth Yes Yes
System up payment up side Owner Contractor Opt-in Single Required
less to M&E Potable water 250 kWth Lump-sum for systems Yes
$500 offset (not side Rebate >30 kWth from PA mandatory)36
37. CSI THERMAL PROGRAM INCENTIVES & APPLICATION
PROCESS37
38. CSI-Thermal Incentive Structure Four-Step declining
incentive structure Steps decline as we receive more projects and
step budget allocations are used for each customer class Steps move
independently by Customer Class and Program Administrator
Electric/Propane incentive steps change when natural gas steps
change Step Change Tracker: www.csithermal.com/tracker/38
39. Incentive Steps Natural Gas Natural Gas Incentives $/therm
Incentive Step Customer Class Displaced Cap Residential $1,875 1
$12.82 Commercial/Multifamily $500,000 Residential $1,500 2 $10.26
Commercial/Multifamily $500,000 Residential $1,125 3 $7.69
Commercial/Multifamily $500,000 Residential $687.50 4 $4.70
Commercial/Multifamily $500,00039
41. Low Income Program Incentives Offers higher rebates for
qualifying low-income properties Single-family rebates are 200% of
regular CSI-T rebates Maximum rebate is $3750 Multifamily rebates
are 150% of regular CSI-T rebates Maximum rebate is $500,000 Only
natural gas-displacing systems are eligible Single Family
Incentives Multifamily Incentives $/therm Incentive $/therm
Incentive Step Step displaced Cap displaced Cap 1 $25.64 $3,750 1
$19.23 $500,000 2 $20.52 $3,000 2 $15.39 $500,000 3 $15.38 $2,250 3
$11.53 $500,000 4 $9.40 $1,376 4 $7.05 $500,00041
42. Single Family Residential Incentives Lump sum/one-time
payment Maximum Single Family Incentives: Electric/Propane - $1263
Natural Gas - $1875 Paid after project is completed, approved, and
inspected (if applicable)42
43. Single Family Residential Incentives Incentive is based on
the following factors: 1. Estimated energy savings (Based on SRCC
OG-300 rating in CEC climate zones) 2. Incentive Level 3. Shade
Factor 4. Surface Orientation Factor (SOF) *The calculator on
www.csithermal.com will automatically calculate your
incentive.43
45. Incentive Calculation Factors: 1. Climate Zones Different
climate zones will have different sun exposure Check the CECs
website for climate zones by zip
code:http://www.energy.ca.gov/maps/renewable/building_climate_zones.html45
46. SRCC System Schematic Conversion Factor To Convert: 1 therm
= 29.3 kWh 2241kWh = .03413 therms x 2241 1 kWh = 0.03413 therms =
76.48 therms46
47. Incentive Calculation Factors: 2. Incentive Level Based on
the current step level of either electric/propane or natural
gas47
48. Incentive Calculation Factors: 3. Shade Factor For each
percentage of average annual availability below 100% on the
collector(s) between 10am and 3pm, there will be an equal
percentage reduction in the system incentive payment down to 85%.
Example: 95% solar availability between 10am and 3pm = 5% incentive
reduction48
49. Shade Factor Tools: Solar Pathfinder49
50. Shade Factor Tools: Solmetric SunEye50
51. Calculate Shade Factor Add total hours of shading between
10am and 3pm, based on shade analysis results Divide by total hours
in the year between 10am and 3pm (5 hrs. x 365 days = 1825 hours of
shading/ yr.) Example: 135 hours of shading/1825 hours= 7% Shade
Factor = 93%51
52. Incentive Calculation Factors: 4. Surface Orientation
Factor (SOF) SOF value is determined by Tilt and Azimuth The ideal
SOF = 1.0; Minimum SOF required = .75 SOF less than 1.0 receives a
lesser incentive SOF less than .75 is not eligible for an
incentive52
53. Collector Tilt Tilt - Angle at which the collectors are
mounted relative to 0 (flat horizontal surface) Ex. 30 tilt
angle53
54. AzimuthMagnetic North is measured using a compass, which
does not represent the true north point because of the Earths
magnetic fieldsTrue Azimuth is the angle between Magnetic North
Point and the direction the direction panels are facing Magnetic
Declination True North on a If you are in San Diego, Magnetic North
on a Compassadd the magnetic declination Compassof 12 to get the
true azimuth To find magnetic declination for different locations,
go to:http://www.ngdc.noaa.gov/geomag models/Declination.jsp54
55. Incentive Calculation: 4. Surface Orientation Factor (SOF)
SOF Chart found in CSI-Thermal Handbook55
56. SRCC OG-300 Incentive Calculator:Single Family Residential
Calculator at www.csithermal.com 4 Factors to determine incentive:
1) SRCC estimated annual energy savings, based on the CEC climate
zone 2) Incentive Step Level at the time the Incentive Claim Form
is approved 3) Surface Orientation Factor (SOF) 4) Shade Factor
Incentive Calculation Formula: (SRCC OG-300 estimated annual energy
savings) X (Current Incentive Step Level) X (SOF) X (Shade Factor)=
$ Incentive Amount56
57. Example: OG-300 Incentive FormulaSingle Family Residential
: Natural Gas Annual Energy Savings 120 Therms x Price/Therm (Step
1) x $12.82 x Surface Orientation Factor x 1.0 x Shade factor x .98
= $ Savings = $1508 57
58. Example: OG-300 Incentive FormulaSingle Family Residential:
Electric Annual Energy Savings 2800 kWh x Price/kWh (Step 1) x
$0.37 x Surface Orientation Factor x 1.0 x Shade factor x .98 = $
Savings = $1015 58
59. Single Family Residential Incentives: OG-300 Incentive
Calculator www.csithermal.com Fill in one of these59
60. Multi-Family/Commercial: Incentive Cap A maximum of one
multifamily or commercial incentive will be allowed per SWH system
Maximum natural gas incentive: $500,000 Maximum electric/propane
incentive: $250,000 In addition, the total incentives for multiple
systems on one site cannot exceed the incentive maximums
Gas-displacing commercial projects and Multifamily Residential
projects are still eligible for rebates.60
61. MF/C Site Definition Example #1 For Illustration Purposes
Only Site #1 Site #2 186 Temple 2125 Walnut Ave. Street 2123 Walnut
Ave. 2131 Walnut Ave. 2121 Walnut Ave. 2127 Walnut Ave. 2129 Walnut
Ave. Walnut Avenue Walnut Avenue Temple Street (public street)
(public street) Site #3 (public street) 178 Temple Street = Walnut
Gardens Apartment Complex The Host Customers premises, consisting
of all the real property and apparatus employed in a single
enterprise on an integral parcel of land undivided.61
62. MF/C Site Definition Example #2 For Illustration Purposes
Only Site #1 Building F Building D Building E Building A Building G
Building B Building C Temple Street Walnut Avenue Walnut Avenue
(public street) (public street) (public street) = University of
Hastings Building HIn the case of industrial, agricultural, oil
field, resort enterprises, andpublic or quasi-public institutions
divided by a dedicated street, highwayor other public thoroughfare
or railway, these are considered to beone site.62
63. MF/C Site Definition Example #3 For Illustration Purposes
Only Site #1 Separate business enterprises or homes on a single
parcel of land undivided by a highway, public road, and
thoroughfare or railroad would be considered as separate
sites.63
64. Multi-Family/Commercial Incentives: OG-100 Incentive
Calculator Not a design tool It is strictly a tool to estimate the
incentive May take 15 plus minutes to obtain results Available
at64
68. Application Process What: Fully automated online
application processing database Where: How: Register as a
Contractor or Self-Installer using your unique key provided at the
end of this workshop Who: Once registered, Contractors and
Self-Installers may create additional accounts to accommodate
multiple users68
69. Application Process Application must be completed using the
CSI-Thermal online database: www.csithermal.com Eligible Contractor
completes the application for the customer Documents may be
submitted online or by mail Online documents must be in pdf format
Database demonstration will be provided today69
70. Application Process Summary70
71. Application Process- Single Family Applications One-Step
Process Incentive Claim Form and supporting documentation are
submitted the final signed-off building permit obtained71
72. Application Process- Single-Family Residential REQUIRED
Documentation: Incentive Claim Form (ICF): Complete with signatures
(originals not required) Energy Efficiency Audit or Title 24
documentation: Must be within the past 3 years Executed Agreement
to purchase and install an eligible SWH System: Agreements must be
legally binding and clearly spell out the scope of work, terms,
price, and SWH system components to be installed. Final Signed-off
Building Permit: Valid for 24 months Authorization to Receive
Customer Information or Act on a Customers Behalf: Only required
for SDG&E applicants Executed Alternative System Ownership
Agreement: If System Owner is Different from Host Customer
(Conditional)72
73. Application Process: Commercial/Multi-family 30kWth
Two-Step Process 1. Reservation Request Form and supporting
documentation submitted prior to installation Incentive rate locked
in upon approval of Reservation Request Form and supporting
documentation (Confirmed Reservation) Confirmed Reservation valid
for 18 months 2. Incentive Claim Form and supporting documentation
are submitted the final signed-off building permit obtained73
74. Two-Step Process Documentation Step 1: Reservation Request
Reservation Request Form (RRF): Complete with signatures (originals
not required) Energy Efficiency Audit or Title 24 documentation:
Must be within the past 3 years Executed Agreement to purchase and
install an eligible SWH System: Agreements must be legally binding
and clearly spell out the scope of work, terms, price, and SWH
system components to be installed. Authorization to Receive
Customer Information or Act on a Customers Behalf: Only required
for SDG&E applicants Executed Alternative System Ownership
Agreement: If System Owner is Different from Host Customer
(Conditional) GPD justification: signed by P.E. if customers
building type is not on the Maximum GPD Guideline Table, see
Appendix D (Conditional) Step 2: Incentive Claim Incentive Claim
Form (ICF): Complete with signatures (originals not required) Final
Signed-off Building Permit: Must be after July 15, 2009 74
75. Application Process: Commercial/Multi-family 30kWth
Three-Step Process 1. Reservation Request Form and supporting
documentation submitted prior to installation Incentive rate locked
in upon approval of Reservation Request Form and supporting
documentation submitted (Confirmed Reservation) Application Fee
required Conditional Reservation 2. Proof of Project Milestone
submitted which contains the executed contract. Must be submitted
within 60 days (90 days for govt/non-profit) of the Conditional
Reservation Confirmed Reservation given upon approval 3. Incentive
Claim Form and supporting documentation are submitted after the
final signed-off building permit obtained Must be submitted within
180 days of the Conditional Reservation75
76. Three-Step Process Documentation Step 1: Reservation
Request Reservation Request Form (RRF): Complete with signatures
(originals not required) Energy Efficiency Audit or Title 24
documentation: Must be within the past 3 years Authorization to
Receive Customer Information or Act on a Customers Behalf: Only
required for SDG&E applicants Application Fee GPD
justification: signed by P.E. if customers building type is not on
the Maximum GPD Guideline Table, see Appendix D (Conditional) Step
2: Proof of Project Milestone Executed Agreement to purchase and
install an eligible SWH System: Agreements must be legally binding
and clearly spell out the scope of work, terms, price, and SWH
system components to be installed. Executed Alternative System
Ownership Agreement: If System Owner is Different from Host
Customer (Conditional) Step 3: Incentive Claim Incentive Claim Form
(ICF): Complete with signatures (originals not required)76 Final
Signed-off Building Permit: Must be after July 15, 2009
77. Application Fee Process Must be submitted within 30 days of
Reservation Request receipt Wait Listed projects do not need to
submit application fee until notified that incentive funds are
available If funds are available to waitlisted projects, notified
customers have 14 days to submit application fee May be mailed at
the same time Reservation Request documentation is submitted
Payment must reference: Host Customer Name Project ID. e.g.
SDG-000045 Invoice will be issued as part of the Reservation
Request submittal Failure to submit payment within 30 days will
result in cancellation of application77
78. Application Fee78
79. Refund of Application FeeApplication fees will be refunded
in the following cases: Once systems are complete, the application
fee will be refunded. No interest will be paid on refunded
application fees. If upon eligibility screening the project does
not qualify for the CSI-Thermal Program. No interest will be paid
on refunded application fees. If the application fee was invoiced
and a refund is due, PAs will pay the invoiced party. If the
application fee was not invoiced and a refund is due, PAs will pay
the party that submitted the application fee.79
80. Forfeit of Application FeeApplication fees will be
forfeited in the following cases: Once a conditional reservation is
granted and the project expires or subsequently fails due to
inadequate documentation. Once a confirmed reservation is granted
and the project is cancelled or withdrawn by the Applicant and/or
Host Customer. If a project reservation is allowed to lapse and the
project is later built under a new reservation, the application fee
for the previous reservation will be forfeited. If a project is
submitted for reservation and the incentive declines due to a step
change, the applicant will be notified and have 20 days to cancel
the application without forfeiting the application fee.All
forfeited application fees will be allocated to the CSI-Thermal
Program budget80
81. Complete Reservation Request Form PA receives new
Reservation Request for review: Documentation complete =
Application Approved Incentive amount locked in Contractor and
System Owner notified81
82. Incomplete Reservation Request Form PA receives new
Reservation Request for review : Documentation incomplete =
Application Suspended Contractor notified of incomplete
documentation 20 days to submit corrections Corrections not
submitted within 20 days=Cancelled project; Contractor must
resubmit application Incentive amount NOT locked in until all
documentation is complete82
83. Complete Incentive Claim FormPA receives new Incentive
Claim for review: Documentation complete Application Approved
Incentive amount locked in (Singlefamily residential) Project is a)
processed for payment or b) selected for inspection Contractor and
System Owner notified83
84. Incomplete Incentive Claim FormPA receives new Incentive
Claim for review: Documentation incomplete Application Suspended
Contractor notified of incomplete documentation 20 days to submit
corrections Corrections not submitted in 20 days = cancelled
project and contractor must resubmit84
85. Payment Process Upon final approval of the Incentive Claim
Form and passed onsite field inspection (if applicable), the PA
will disburse the CSI- Thermal Program incentive payment. Payment
will be made to the Host Customer or a third party as indicated on
the Incentive Claim Form, and will be mailed to the address
provided.85
86. Application Database Demonstration86
87. CSI Thermal Database Support InformationCSI Thermal Support
Email:[email protected] Thermal Support Hotline:(888)
323-313387
88. CSI THERMAL FIELD INSPECTION PROCESS88
89. Onsite Field Inspection Process Required: First 3 ICFs for
projects that displace 30kWth or less (462 sq ft of collector area
or less) First 3 ICF for projects that displace more than 30kWth
(more than 462 sq ft of collector area) PAs will inspect a random
sample of projects thereafter Contractors are encouraged to attend
inspections 89
90. Onsite Field Inspection Results Infractions: Items that do
not require corrections, but are identified as educational items
for improvements on future projects Failure items: Items that do
require corrections and will delay the incentive payment. Failure
Sanctions will be imposed. (These items will be discussed in detail
in the technical Section of this presentation) 90
91. Onsite Field Inspection Results PAs notify System Owner and
Contractor of Inspection Results Inspection may uncover incorrect
SOF or shading, resulting in a change in the estimated incentive
amount Results: Pass = Process Payment Fail = Failure Sanctions
91
92. Failure Sanction Process: Notification Applicant will
either accept or dispute the results: Accepted results: 30 days to
correct the failure item(s) Re-inspection may be onsite or via
photos of corrections Failure to correct items may be grounds for
removal from the program Disputed results: Appeal in writing to the
PA within 30 calendar days of notification Panel will review and
notify of the decision within 60 days 92
93. Failure Sanction Process Three failures* in a rolling
12-month period= Probation for 6 months Re-attend Contractor/Self
Installer training workshop Additional program applications will
not be processed until completion of the workshop Five failures* in
a rolling 12-month period= Disqualification from the program for a
minimum of 6 months. *Failures are tracked across all PA
territories 93
94. CSI THERMAL PROGRAM TECHNICAL REQUIREMENTS & INSPECTION
CHECKLIST94
95. Inspection Checklist Condensed from SRCC OG-300 Shows
OG-300 Section reference MF/Commercial system designers must follow
SRCC OG-300 Standards Extracts exact language relevant to
installers and commercial designers Explains CSI-Thermal Program
interpretations Identifies 18 Failure Items & 18 Infractions
95
98. System Sizing: Single Family Residential Single Family
Projects size according to Gallons of hot water used per day (GPD)
Number of occupants 1st person= 20 GPD; 2nd person= 15 GPD; Each
person thereafter=10 GPD Number of bedrooms (if occupants unknown)
1st bedroom= 20 GPD; 2nd bedroom= 15 GPD; Each bedroom
thereafter=10 GPD Rules of thumb: 1 ft2 of collector area per GPD
1.5 gallons of storage per ft2 of collector area98
99. System Sizing: Single Family Residential Single Family
project example: 3 occupants 45 gallons of hot water per day
Collector Area: approximately 45 ft2 of collector space is needed
Storage Capacity: at least 68 gallons of storage capacity is needed
Appropriate OG-300 system would likely include one 4X10 collector
(40 square feet) and 80 gallons of storage capacity99
100. System Sizing: MF/Commercial Multi-family (MF)/Commercial
Projects Annual average GPD is estimated based on the Maximum GPD
Guideline Table (Appendix D). SWH systems for the building types
listed in Maximum GPD Guideline Table must be sized using the GPD
value in this table for the appropriate building type. The GPD
values in the table are maximum values. Systems may be sized using
a lesser GPD assumption. Building types not listed in the Maximum
GPD Guideline Table must do one of the following: Meter actual hot
water consumption using an in-line water flow meter with
accumulator for a minimum of 60 calendar days and adjust for
seasonal variability. Hot water consumption calculation must be
stamped by a P.E. Meter natural gas or electric consumption at the
water heater for a minimum of 60 days and adjust for seasonal
variability. Water heater gas or electric meter consumption
calculation must be stamped by a P.E. Fluid collector square
footage cannot exceed 1.25 times the GPD, or 1.85 times for air
collectors. Systems with two or more tanks must have a minimum of
one gallon of storage per square foot of collector. One-tank
systems must have a minimum of 1.25 gallons of100 storage per
square foot of collector.
101. System Sizing: MF/Commercial Building types not listed in
the Maximum GPD Guideline Table must do one of the following: Meter
actual hot water consumption using an in-line water flow meter with
accumulator for a minimum of 60 calendar days and adjust for
seasonal variability. Hot water consumption calculation must be
stamped by a P.E. Meter natural gas or electric consumption at the
water heater for a minimum of 60 days and adjust for seasonal
variability. Water heater gas or electric meter consumption
calculation must be stamped by a P.E. Metered Data must be provided
upon submittal of Reservation Request **All Low-Income projects can
meter actual hot water consumption if the contractor
desires.101
102. System Sizing: MF/Commercial Appendix D Maximum Gallon per
Day (GPD) Guideline Table for Multi-Family/Commercial Projects*
Type of Building GPD Apartments/Condos: Number of Units 2 to 20 42
21 to 50 40 51 to 100 38 101 to 200 37 201 plus 35 Student Housing
15 GPD per unit Hotels/Motels 15 GPD per unit Retirement/Nursing
Homes 18 GPD per room Office Building without showers 1.0 GPD per
person Restaurants Meal Service Restaurants 2.4 GPD per full meal
served Quick Service Restaurants 0.7 gallons per meal served
Elementary schools 0.6 gal/student/day of operation Junior and
senior high schools 1.8 gal/student/day of operation Laundries 20
GPD per 10 lbs per washing machine *Small multi-family/commercial
systems are those that displace 30 kWth or less.102
103. Multi-Family/Commercial Incentive Calculator Scenario:
Multi-family Building 10 units Max 42 GPD/Unit 42 x 10 = 420 GPD
(maximum) 103
104. 104
105. Inspection Checklists 2 Inspection Checklists: o Single
Family Projects o Multifamily & Commercial Projects Both
Inspection Checklists: o Are based on SRCC OG-300 principles and
guidelines o Explain CSI-Thermal Program interpretations 105
106. Inspection Checklists Single Family: o Identifies 18
Failure Items Multifamily & Commercial: o Identifies 18 Failure
Items The 18 failure items are the same; however, some of the
pass/failure criteria differs between the two checklists 106
107. Summary of Failure Categories System: Operational
Operating Limits (stagnation protection) and freeze protection
Control lines and sensors UV radiation protection Back thermosiphon
protection Leak and water damage protection Collector OG-100 or
consistent with OG-300 certification SOF and Shade Factor Flow
balance 107
108. Summary of Failure Categories Tanks: Consistent with
OG-300 configuration (single family) Consistent within sizing
guidelines (multifamily/commercial) Waterproofed Plumbing and
Piping: Insulation Mixing Valve Owners Manual Meters
(Multifamily/Commercial only): Approved for metering purpose &
installed correctly 108
109. Failure Item: System Operation Is the system operational?
Are there any significant health and safety violations?109
110. Failure Item 6.1.1.1: Operating Limits(Stagnation/Overheat
Protection) High collector fluid temperatures (over 200F) can be
generated during long (especially summer) vacations where the fluid
is left in the collector un-cooled. This heat may damage glycol
and/or critical system components, and may pose a serious risk of
scald injury to humans 110
111. Failure Item 6.1.1.1: Operating Limits Means shall be
provided to protect the SWH system within the design limits of
temperature and pressure. Limit tank temperatures to a value not to
exceed the tank suppliers specified high temperature limit (unless
using emergency stagnation prevention cycling.) The
pressure/temperature relief valve shall not be used for this
purpose under normal operating circumstances. Emergency stagnation
prevention cycling is when the controller cycles the solar loop
pump on and off during the day to allow the tank temperature to
rise above the high temperature limit in order to prevent
stagnation in the collector. The system shall be able to withstand
prolonged periods of stagnation(high solar flux, no hot water
demand) without significant system deterioration and with no
maintenance. This includes conditions during loss of electrical
power to the system. 111
112. Failure Item 6.1.1.1: Operating Limits Acceptable
Stagnation Protection Mechanisms: Controller with vacation mode
Controller with stagnation prevention cycling mode Steam Back Heat
dump radiator or convector Pressure Stagnation Protection Integral
Stagnation Temperature Control Hartstat Thermosiphon Protection
112
114. Failure Item: 6.2.5 Freeze Protection Collectors may
freeze at ambient temperatures of 42F or higher Since every
California climate zone has experienced recorded temperatures below
41F, freeze protection is required. For solar systems where the
collector fluid is water, a minimum of two freeze protection
mechanisms shall be provided on each system. Manual intervention
(draining, changing valve positions, etc.) is suitable as one
mechanism. (Note. Direct Forced Circulation and Open Loop
Thermosiphon Systems are not eligible for a rebate, whether freeze
protection valves or recirculation is utilized.) 114
115. Failure Item: 6.2.5 Freeze Protection A system in which
components and/or piping are subject to damage by freezing shall
have the proper fitting to allow for pipe slope and collector
design to allow for manual gravity draining and air filling of the
affected components and piping. Pipe slope for gravity draining
shall have a minimum 1/4 inch per foot vertical drop. This also
applies to any header pipes or absorber plate riser tubes internal
to the collector. At the time of installation, a conspicuously
placed label how the system is protected from freezing and what
actions the homeowner should take shall be attached to the system.
For systems which rely on manual intervention for freeze
protection, this label shall indicate the minimum ambient
temperature conditions (Freeze Tolerance Limit) below which owner
action is recommended and the procedure to be followed. 115
116. Failure Item: 6.2.5 Freeze Protection:ICS Systems ICS
systems may not be installed in climate zones where historical
temperatures drop below the rated FTL: Freeze Tolerance Level of
the ICS System116 Source: SunEarth CPAU
117. CEC Climate Zone Historical LowTemperatures117 Appendix F
of the Handbook
118. Where to find the FTL of ICS Systems118
119. Failure Item: 6.2.5 Freeze Protection: Thermosiphon
Systems Must be Indirect with Glycol (closed loop) Direct (open
loop) thermosiphon systems are not eligible for an incentive
Source: SunEarth CleanTech119
120. Failure Item: 6.2.5 Freeze Protection: Indirect Forced
Circulation Systems Indirect Forced Circulation (closed loop)
Systems must be protected by one of the following: Anti-freeze/heat
transfer fluid (Propylene Glycol, Mineral Oil, etc): must have a
pressure gauge showing minimum acceptable collector loop pressure
Drain back: must have 1/4 inch per foot vertical drop in the pipe
slope to ensure fluid drains from collectors; must have a water
level gauge or transparent in-line flow meter120
121. Failure Item: 6.2.5 Freeze Protection: Direct Forced
Circulation (Open-Loop) Direct Forced Circulation, open loop
systems are not eligible for an incentive. These systems have what
is known as recirculation freeze protection. This type of freeze
protection is not considered adequate for any of the 16 CEC Climate
Zones.121
122. Failure Items: 6.1.5.5 & 6.5.18: Control Line and
Sensors Shall be sufficiently protected from degradation or from
introducing false signals Weather-exposed wiring must be rated
sunlight andmoisture resistant and comply with NEC Articles 340and
690. Sensor wiring shall be separated from hotcollector piping and
shall be protected from UV122
123. Wire nuts not weather protected123
124. Strap on Sensor 124
125. Do not do this! 125
126. Poor Sensor Placement 126
127. Sensor is not attached to the collector absorber or return
pipe.127
128. Must use stainless steel hose clamp or immersion
well.128
129. Sensor Wire 129
130. Flashing and Hood 130
131. Fiberglass insulation is not adequateNote the spring to
hold theclip holding the tank sensor tosensor to the tank the tank
wallwall 131
132. Believe it or not, thissensor was attachedto the outer
wall ofthe solar tank!132
133. Failure Item 6.1.2.2:Protection from UV Radiation
Components or materials shall not be affected by exposure to
sunlight to an extent that will signifi- cantly deteriorate their
function during their design life. Insulation must be protected
from UV by jacketing or at least two coats of the insulation
manufacturers recommended UV coating, or at least two coats of
exterior grade latex paint. 133
134. Example of good jacketing to protect insulation Source:
Sunlight and Power134
139. Rain gutter Clever use of reversed rain gutter for
jacketing139
140. Failure Item 6.1.1.5:Back Thermosiphon Prevention Means
shall be provided to prevent undesired escape from storage through
thermosiphoning action. Acceptable means are check valves, solenoid
valves, and/or 18" heat traps. 140
141. Wrong check valve CV mounted wrong141
142. Failure Item 6.1.1.5:Back Thermosiphon Prevention
Acceptable Back Thermosiphon Prevention Mechanisms: Check Valve
Solenoid Valve Heat Trap (at least 18)142
143. Failure Item 6.2.6:Protection from Leaks All potable water
sections of a solar water heating system shall not leak when tested
in accordance with the codes in force at the installation site. All
non-potable sections of a solar water heating system shall be
tested for leaks in accordance with the suppliers
instructions.143
144. Failure Item 6.5.6:Water Damage Collectors and support
shall be installed in such a manner that water flowing off the
collector surface or pressure relief valve shall not damage the
building or cause premature erosion of the roof. Water tanks
located in or above the living space shall be installed on a drip
pan with a drain line to a waste or outside or have other means to
safely remove any excess liquid.144
145. Water Damage 145
146. Failure Item: Collector Collectors: Must be consistent
with Incentive Claim Form Manufacturer, Make and Model # of
collectors and square footage In accordance with program sizing
requirements Must be SRCC certified and labeled Single Family: Must
be the collector identified in the OG-300 certification
Multi-family/Commercial: Must be OG-100 certified146
147. Non-certified collectors Collectors must be labeled with
SRCC certification- this would constitute a failure 147
148. Failure Item: Surface Orientation Factor Collectors must
have an SOF value of between 0.75 and 1.0. Tilt must be within 3 of
tilt reported on ICF Azimuth must be within 5 of azimuth reported
on ICF If SOF is within allowable parameters, but differs from ICF,
incentive amount will be adjusted148
149. Failure Item: Collector Flow Balance Ensure proper flow
balancing in and among collector banks by using reverse return
plumbing, flow balancing valves and adhering to manufacturers
maximum collectors allowed in banks.149
150. Collector Flow Balance150
151. Parallel Flow 151
152. Failure Item 6.1.2.7:Collector Circulation Control The
collector subsystem control shall be designed to be compatible with
control requirements of the system. 152
153. Wrong check valve for hard water153
154. Failure Item:Solar Tank and Auxiliary Water Heater Single
Family: Must be consistent with ICF and OG-300 Certification:
Number of tanks Solar Storage Capacity Auxiliary water heater fuel
source Auxiliary water heater type: Tank or Tankless Auxiliary
water heater capacity does not have to be the exact capacity as the
OG-300 certification; however, a tankless water heater may not be
substituted for a tank type water heater unless it is OG-300
certified as such 154
155. Failure Item: Solar Tank Multifamily/Commercial: Must be
in compliance with sizing requirements: Two tank systems: minimum
of 1 gallon/ ft2 One tank systems: minimum of 1.25 gallons/ft2 If
capacity or number of tanks (both solar and auxiliary) differs from
ICF but is in compliance with sizing requirements, this is an
infraction and the incentive will be adjusted accordingly 155
156. Failure Item 3.1.3.3: Waterproofing Underground and above
ground unsheltered storage tanks shall be waterproofed to prevent
water seepage. Storage tanks used outdoors shall be rated for
outdoor use. 156
157. Failure Item 6.1.6.3: Insulation All accessible hot water
piping and the final 5 feet of metallic cold water supply pipe
leading to the system shall be insulated with R-2.6 F-ft2-hr/Btu or
greater insulation. This includes recirculation loop piping.
157
158. Insulate over fittings 158
159. Poor Insulation Technique 159
160. Use Escutcheons 160
161. Failure Item 6.1.5.6:Temperature Control/Mixing Valve The
system must be equipped with a means to limit the temperature of
the hot water at the fixtures Approved valves (must be installed
according to manufacturers specification): Mixing valve ASSE rated
anti-scald valves with a setpoint option appropriate for the use
Other ASSE rated valves such as point-of-use anti- scald valves
161
162. Watts Mixing Valve Warning 162
163. No mixing valve No solar bypassSloppy insulation 163
164. No Mixing valve164
165. ASSE 1017 Anti-Scald Valve 165
166. Failure Item 6.6.1: Owners Manual An owners manual or
manuals shall be provided with each SWH system and should contain
the following: The name, phone number and address of the system
supplier The system model name or number A description the
operation of the system and its components The procedures for
operation and maintenance 166
167. Meters: Multifamily/Commercial Projects Only Installed
meters must be approved for the identified metering purpose
Customer Performance Monitoring 70/30 True up Payment Meters must
be installed properly and in the correct locations per the CSI-
Thermal Metering Installation Guide167
168. Summary of Infraction Categories Missing details in owners
manual Bypass valves, air traps, and pressure relief valves
Operating indicators Fluid / safety labeling Rain / snow build-up
Expansion tank sizing Appropriate pumps and controllers Main
shut-off valve Maintenance accessories Protection of buried
components Pipe hangers and supports, pipe sloping Thermal
expansion protection Appropriate building penetrations 168
169. Count the errors!169
170. 170
171. ENERGY UPGRADE CALIFORNIA in SDG&E Territory New
program that offers cash incentives to single-family homeowners who
complete energy-saving home improvements through approved
contractors Goal: Improve comfort, health, safety and energy
performance of San Diegos existing homes Up to $4,000 available for
home energy upgrades Open to CSLB licensed B-General, C20-HVAC and
C2-Insulation Contractors Contractor listings on statewide
web-portal www.EnergyUpgradeCA.org Contact Jesse Fulton at CCSE
with any questions [email protected]
172. Upcoming Workshops Solar Water Heating Installation
Training April 23-26 Two-Day or Four-Day Training $50 or $100 cost
Skips Tips February 29 6pm to 8pm Solar Water Heating Basics for
Homeowners March 14 6pm to 8pm Sign up online at172
173. Solar Water Heating Program Contact Jordan DiGiorgio
Program Manager [email protected] 858.634.4730 Skip
Fralick- Energy Engineer [email protected] 858.244.4868
Jeff Wheeland Associate Program Manager
[email protected] 858.244.1179
www.swh.energycenter.org173