February 9, 2021

HVAC and Heat Pumps

Adaptation and Looking Forward

New safety protocols

Virtualization of inspections

and audits

Increased incentives

(limited time)

Review baselines (no pandemic penalty)

Improve online

processes

Working with YOU!

Ways We

Adapted in 2020

Efforts in 2021

Application Changes for 2021 Small Commercial Heat Pump Offering Upstream HVAC Overview and Updates Training and Resources PA Contact Information Q&A

Agenda

HVAC Application Consolidation

Feedback from installation contractors, customers, vendors and PA staff: It's difficult to find things unless you know where to

look It's difficult to communicate what's available to

customers Relatively straightforward projects require multiple

forms/signatures

What's changing and why?

HVAC is the largest category in terms of products and has the largest number of pathways. All products will be outlined in the application

regardless of pathway

What this means for HVAC

Chillers,

Motors & drives

Gas HVAC equipment

Gas water heating equipment

Small commercial heat pumps

Upstream HVAC products

Custom

Structural Consolidation of VSD forms

Condensed tables

Substantive Drives required by code in

more/smaller fan and pump applications where new equipment is going in

VSD restructuring and updates

Table 1a: Select VSD Installation Type for Existing EquipmentPump applications

BEF Building Exhaust Fan MAF Make-up Air Fan FWP Boiler Feed Water Pump

BDF Boiler Draft Fan RFA HVAC Return Air Fan CWP Chilled / Condenser Water Pump

CTF Cooling Tower Fan(Single Speed only) SFA HVAC Supply Air Fan HWP Hot Water Circulator

Pump

WHP WS Heat Pump Circulator Loop

Table 1b: Select VSD Installation Type for New Equipment

BDF Boiler Draft Fanup to 20 HP only

CWPChilled / Condenser Water Pumpup to 5 HP only

HWPHot Water Circulator Pumpup to 5 HP only

CTFCooling Tower Fan(Single Speed only)up to 3 HP only

FWPBoiler Feed Water Pumpup to 10 HP only

WHPWS Heat Pump Circulator Loopup to 3 HP only

Pump applicationsFan applications

Fan applications

HP Drive only Drive & motor HP Drive only Drive & motor HP Drive only Drive & motor1-3 1,000$ 1,250$ 20 2,600$ 3,300$ 50* 5,400$ 6,750$ 5 1,400$ 1,750$ 25* 3,200$ 4,050$ 60* 6,400$ 8,250$

7.5 1,400$ 1,750$ 30* 3,800$ 4,800$ 75* 7,500$ 9,450$ 10 1,800$ 2,250$ 40* 4,600$ 5,850$ 100-150* 8,500$ 10,950$ 15 2,200$ 2,750$ * New equipment not eligible for incentives for these sizes; drives are required by code

Table 2: Select VSD size

Small Commercial Heat Pumps

Some small heat pump products < 5.4 tons moved from upstream to application submitted after installation for commercial customers Ductless Mini- and Multi-split systems Central Ducted Heat Pump Systems

Creation of new Energy Optimization (EO) offering Effective as of August 1, 2020

Small Commercial Heat Pump Offer –What Changed

Feedback received from contractors, customers manufacturers and distributors regarding “residential” sized heat pumps Commitment in 2019-2021 plan that Sponsors

would develop an EO offering for C&I sector

Why Changes Were Made

For systems less than 5.4 tons per outdoor unit (incentives will be based on tonnage rating up to 2 decimal places)

Incentive Levels

Standard Heat Pump IncentivesEquipment Type Efficiency Requirements Incentive Amount1

Central Ducted Heat PumpDuctless Mini or Multi Split

Refer to Heat Pump Qualified Products List at MassSave.com/HPQPL

$250 per ton

Energy Optimization Heat Pump IncentivesEquipment Type Efficiency Requirements Primary Fuel

Type Additional Requirements Incentive Amount1

Central Ducted Heat PumpDuctless Mini or Multi Split

Refer to Heat Pump Qualified Products List at MassSave.com/HPQPL

Oil, Propane or Electric Resistance Heat

Integrated Controls2

required (for oil or propane heat) unless central heating system is removed3. Refer to Integrated Controls Qualified Products List MassSave.com/ICQPL

$1250 per ton

Incentives and QPL are identical to what is currently available in the residential program: MassSave.com/HPQPL

Qualified Products List & Minimum Efficiency Requirements

2021 Criteria Mini-Split (single zone, non-ducted)

Mini-Split (Single Zone, Ducted)Multi-Split (Multiple Zones, Ducted, Non-Ducted, Mixed Ducted)

Central HP

HSPF 10 9.5 9.5

SEER 18 16 16

Capacity Ratio between 47F and 17F

58% 58% 60%

Ability to “Export to Spreadsheet”• Make sure to check

for any updates that have been made to the list

EO option is only available for customers who currently have oil, propane, or electric heat Integrated controls are required for the EO incentive

(except for electric heat) for partial displacement

Eligibility Must have eligible electric commercial account Conditioned space must be less than 10,000 sf Individual outdoor units must be less than 5.4 tons Example: three 3-ton systems installed in series would be

eligible provided other conditions are met May not receive any other Sponsor incentive for this

measure Contact PA/Sponsor for larger systems and/or spaces

Energy Optimization (EO)

Commercial electric HVAC information can be found at MassSave.com/CI-HVAC

For Small Heat Pumps, click on "Heat Pump Page" in #1 www.masssave.com/en/saving/business-rebates/ci-heat-pump

How to Participate

Upstream HVAC

Incentives passed from distributor through the contractor to the end-user.

No need to fill out a rebate form. Available in MA & RI Equipment Includes:

Electric HVAC Natural Gas Water Heaters Efficiency thresholds must be met

More information can be found at: MassSave.com/CI-HVAC

Overview

More details are being presented at 1pm during the Channel/Upstream

Session

Effective 4/1/21, the incentive tiers are being simplified with a reduction in # of tiers, adjustments to efficiency levels and incentives and addition of VRF Tiers by Size

HVAC/Heat Pump Tiers

Minimum Efficiency Levels & Incentive LevelsAir-Cooled Air Conditioners

Equipment Type Unit Type Sub-Category Size Category Tier

Full Load Cooling

Efficiency (EER)

Part Load Cooling

Efficiency (SEER/IEER)

Heating Efficiency

(COP)

Current Customer Incentive ($/Ton)

Proposed Customer Incentive ($/Ton)

Air-Cooled AC Split System and Single Package < 65 kBtuh (<5.4 tons)

1 12 and 15.0 - $30 $30

2 12 and 17.0 - $90 $90

Air-Cooled AC Split System and Single Package

≥ 65 kBtuh and < 135 kBtuh(≥ 5.4 Tons and < 11.3 Tons)

1 12 and 13.5 - $30 $30

2 12 and 18.0 - $100 $100

Air-Cooled AC Split System and Single Package

≥ 135 kBtuh and < 240 kBtuh(≥ 11.3 Tons and < 20 Tons)

1 11.5 and 13.0 - $25 $25

2 11.5 and 17.5 - $63 $75

Air-Cooled AC Split System and Single Package

≥ 240 kBtuh and <760 kBtuh(≥ 20 Tons and < 63.3 Tons)

1 10.1 and 12.0 - $25 $25

2 10.1 and 16.0 - $63 $75

Air-Cooled AC Split System and Single Package

≥ 760 kBtuh(≥ 63.3 Tons)

1 9.8 and 13.0 - $25 $25

2 9.8 and 16.0 - $63 $75

HVAC/Heat Pump Tiers

Air-Cooled Heat Pumps

Equipment Type Unit Type Sub-Category Size Category Tier

Full Load Cooling

Efficiency (EER)

Part Load Cooling

Efficiency (SEER/IEER)

Heating Efficiency

(COP)

Current Customer Incentive ($/Ton)

Proposed Customer Incentive ($/Ton)

Air-Cooled HP Split System and Single Package

≥ 65 kBtuh and < 135 kBtuh(≥ 5.4 Tons and < 11.3 Tons)

1 11.1 and 13.5 and 3.4 $30 $50

2 11.1 and 18.0 and 3.4 $100 $113

Air-Cooled HP Split System and Single Package

≥ 135 kBtuh and < 240 kBtuh(≥ 11.3 Tons and < 20 Tons)

1 10.7 and 12.5 and 3.3 $25 $40

2 10.7 and 17.0 and 3.3 $62.50 $100

Air-Cooled HP Split System and Single Package

≥ 240 kBtuh and <760 kBtuh(≥ 20 Tons and < 63.3 Tons)

1 9.6 and 12.0 and 3.3 $25 $20

2 9.6 and 16.0 and 3.3 $62.50 $75

Water/Evaporatively-Cooled Air Conditioners and Heat Pumps

Equipment Type Unit Type Sub-Category Size Category Tier

Full Load Cooling

Efficiency (EER)

Seasonal/Part Load Cooling

Efficiency (SEER/IEER)

Heating Efficiency

(COP)

Current Customer Incentive ($/Ton)

Proposed Customer Incentive ($/Ton)

Water-Cooled Water Source HP

Split System and Single Package ANY

1 14 - and 4.6 $25 $37.50

2 17 - and 4.6 $75 $100.00

HVAC/Heat Pump Tiers

Variable Refrigerant Flow (VRF)

Equipment Type Unit Type Sub-Category Size Category Tier

Full Load Cooling

Efficiency (EER)

Part Load Cooling

Efficiency (SEER/IEER)

Heating Efficiency

(COP)

Current Customer Incentive ($/Ton)

Proposed Customer Incentive ($/Ton)

Air-Cooled VRF Split System ≥ 65 kBtuh and < 135 kBtuh(≥ 5.4 Tons and < 11.3 Tons)

1 11.5 and 20.0 and 3.4 $125 $1252 11.5 and 24.0 and 3.8 $125 $175

Air-Cooled VRF Split System ≥ 135 kBtuh and < 240 kBtuh(≥ 11.3 Tons and < 20 Tons)

1 11.0 and 18.0 and 3.3 $125 $1252 11.0 and 24.0 and 3.6 $125 $175

Air-Cooled VRF Split System ≥ 240 kBtuh≥ 20 Tons

1 9.6 and 18.0 and 3.3 $125 $1252 9.6 and 24.0 and 3.6 $125 $175

Water-Cooled VRF Split System ≥ 65 kBtuh and < 135 kBtuh(≥ 5.4 Tons and < 11.3 Tons)

1 12.5 and 22.0 and 4.4 $125 $1252 12.5 and 26.0 and 4.8 $125 $175

Water-Cooled VRF Split System ≥ 135 kBtuh and < 240 kBtuh(≥ 11.3 Tons and < 20 Tons)

1 11.0 and 20.0 and 4.2 $125 $1252 11.0 and 24.0 and 4.8 $125 $175

Water-Cooled VRF Split System ≥ 240 kBtuh≥ 20 Tons

1 11.0 and 17.0 and 4.0 $125 $1252 11.0 and 20.0 and 4.6 $125 $175

Trainings and Resources

Training Opportunities on HVAC and/or Heat Pump Equipment (some examples below): Manufacturers –

Daikin, Mitsubishi/Trane, Carrier

ASHRAE

Massachusetts Energy Efficiency Partnership - MAEEP

What training do you need?

Trainings

PAs are reviewing the Mass Save website and how we can best streamline the C&I content and information

Educational materials created – working on creating an online toolkit of materials on the Mass Save website

What resources would be helpful for you?

Resources

RTU Brochure

Heat Pump Brochure

PA Contacts

Cape Light Compact (Cape Cod and Martha’s Vineyard) Lindsay Henderson, 508-221-0200, lhenderson@capelightcompact.org

Eversource

Erin Engelkemeyer, 781-424-0942, Erin.Engelkemeyer@eversource.com

National Grid Josh Kessler, 508-309-8986, Joshua.kessler@nationalgrid.com

Unitil Joe Van Gombos, 603-686-6235, vangombosj@unitil.com

Questions

Thank you