overview of the user guide - web view2.1heating and cooling load ... the tool makes its calculations...

User Guide

Version 3.0

Table of ContentsOverview of the User Guide.....................................................................................................5

Overview of EZ Retrofit.....................................................................................................................5The EZ Path and the Advanced Path.....................................................................................................5EZ Retrofit Work Flow..........................................................................................................................6

Getting Started.................................................................................................................................8EZ Retrofit Checklist.............................................................................................................................8Useful Documents and Data Sources...................................................................................................8Other Useful Items...............................................................................................................................9Program Requirements........................................................................................................................9Launching EZ Retrofit...........................................................................................................................9Choosing a Path..................................................................................................................................10

The EZ Path Overview.....................................................................................................................12Standard EZ Path Buttons...................................................................................................................12

The Advanced Path Overview.........................................................................................................14Navigating the Advanced Path...........................................................................................................14Entering and Updating Data in the Advanced Path............................................................................16Standard Advanced Path Buttons.......................................................................................................16Data Validation...................................................................................................................................17Proposed System Savings & Specifications.........................................................................................18Changing Default Assumptions...........................................................................................................19Creating Custom Proposed Systems and Changing Cost Assumptions...............................................20

Results Overview............................................................................................................................21

Measure Category Descriptions.............................................................................................23General Characteristics...................................................................................................................24

EZ Path...............................................................................................................................................24Advanced Path...................................................................................................................................24General Characteristics Fields............................................................................................................25

Benchmarking.................................................................................................................................31EZ Path...............................................................................................................................................31Advanced Path...................................................................................................................................31Benchmarking Fields..........................................................................................................................32

Benchmarking Results.....................................................................................................................36EZ Path...............................................................................................................................................36Advanced Path...................................................................................................................................36

Envelope.........................................................................................................................................38EZ Path...............................................................................................................................................38Advanced Path...................................................................................................................................38Envelope Fields...................................................................................................................................40

Heating and Cooling System............................................................................................................45EZ Path...............................................................................................................................................45Advanced Path...................................................................................................................................46Heating and Cooling System Fields.....................................................................................................46

Domestic Hot Water (DHW)............................................................................................................51EZ Path...............................................................................................................................................51

EZ Retrofit User Guide

Advanced Path...................................................................................................................................51Domestic Hot Water Fields.................................................................................................................52

Clothes Washers.............................................................................................................................57EZ Path...............................................................................................................................................57Advanced Path...................................................................................................................................57Clothes Washers Fields.......................................................................................................................58

Kitchen Appliances.........................................................................................................................61EZ Path...............................................................................................................................................61Advanced Path...................................................................................................................................61Kitchen Appliances Fields...................................................................................................................62

Lighting...........................................................................................................................................65EZ Path...............................................................................................................................................66Advanced Path...................................................................................................................................66Lighting Fields.....................................................................................................................................67

Motors & Controls..........................................................................................................................71EZ Path...............................................................................................................................................71Advanced Path...................................................................................................................................71Motors & Controls Fields....................................................................................................................72

Duct Sealing....................................................................................................................................75EZ Path...............................................................................................................................................75Advanced Path...................................................................................................................................75Duct Sealing Fields..............................................................................................................................76

Water Fixtures................................................................................................................................79EZ Path...............................................................................................................................................79Advanced Path...................................................................................................................................79Water Fixture Fields...........................................................................................................................80

Water Conservation (Toilets)..........................................................................................................83EZ Path...............................................................................................................................................83Advanced Path...................................................................................................................................83Water Conservation Fields.................................................................................................................84

Custom Measure.............................................................................................................................86User Measure Input Fields..................................................................................................................86

Results...................................................................................................................................88Energy and Water Data Confirmation................................................................................................88Results................................................................................................................................................89Results – Select Criteria......................................................................................................................92Results Fields......................................................................................................................................94Generate a Report..............................................................................................................................96Adjusting Assumptions.......................................................................................................................96Combine Your Buildings.....................................................................................................................97Printing and Exporting Results............................................................................................................97

Appendixes............................................................................................................................99Appendix A: Types of Heating and Cooling Equipment....................................................................99

Cooling Systems.................................................................................................................................99Heating Systems...............................................................................................................................100Heat Pumps......................................................................................................................................101

Appendix B: EZ Retrofit Data Sources and Checklist.......................................................................102


Appendix C: Technical Guide.........................................................................................................1121. Benchmarking........................................................................................................................1122. Envelope Section....................................................................................................................112

2.1 Heating and Cooling Load Calculation Algorithms.................................................................1122.2 Envelope Assumptions...........................................................................................................113

3. Heating and Cooling System...................................................................................................1143.1 Savings Calculation Algorithms..............................................................................................1143.2 HVAC Assumptions................................................................................................................114

4. Domestic Hot Water...............................................................................................................1154.1 Savings Calculation Algorithms..............................................................................................1154.2 DHW Assumptions.................................................................................................................115

5. Clothes Washer......................................................................................................................1165.1 Savings Calculation Algorithms..............................................................................................1165.2 Clothes Washer Assumptions................................................................................................116

6. Kitchen Appliances.................................................................................................................1176.1 Savings Calculation Algorithms..............................................................................................1176.2 Kitchen Appliance Assumptions.............................................................................................117

7. Lighting..................................................................................................................................1187.1 Savings Calculation Algorithms..............................................................................................1187.2 Lighting Assumptions.............................................................................................................118

8. Motors & Controls.................................................................................................................1198.1 Savings Calculation Algorithms..............................................................................................1198.2 Motors and Controls Assumptions........................................................................................119

9. Air Sealing..............................................................................................................................1208.1 Savings Calculation Algorithms..............................................................................................1208.2 Air Sealing Assumptions........................................................................................................121

10. Duct Sealing........................................................................................................................12210.1 Savings Calculation Algorithms..........................................................................................12210.2 Duct Sealing Assumptions..................................................................................................122

11. Water Fixtures....................................................................................................................12310.1 Savings Calculation Algorithms..........................................................................................12310.2 Water Fixture Assumptions................................................................................................123

12. Water Conservation............................................................................................................12410.1 Savings Calculation Algorithms..........................................................................................12410.2 Water Conservation Assumptions......................................................................................125

13. Energy Efficiency Measure Interactive Effects......................................................................12513.1 Interactive effects within each measure category.............................................................12513.2 Interactive effects between different measure categories................................................126

14. Initial Measure Cost Estimates............................................................................................126Appendix D: Troubleshooting........................................................................................................127


Overview of the User Guide This User Guide serves as a complement to EZ Retrofit audit tool and provides additional descriptions for each data field in the tool. This User Guide also provides a detailed explanation of both the EZ Path and Advanced Path options, a description of the categories available within each, and the results that are available upon completion of the tool.

The EZ Retrofit Checklist can be printed and used during a site walk-through to collect all necessary information prior to using the tool. More information on this checklist is available in the section on page 8, ‘Using the EZ Retrofit Checklist’.

Overview of EZ Retrofit EZ Retrofit is a free, do-it-yourself tool designed for multifamily property owners. It allows you to evaluate opportunities for energy and water efficiency savings in your buildings on your own timeline, using your priorities, and working with your available resources. EZ Retrofit takes a whole-building approach to energy efficiency, considering up to 10 different systems and utility data to effectively reduce energy and water use and costs.

The tool can be used at a wide range of multifamily properties but is particularly well suited for small to medium size properties that are too big and complex for programs and contractors that focus on the single family market, and too small for programs and Energy Service Companies (ESCOs) that focus on larger buildings. The tool identifies specific upgrades, or retrofits, that can generate savings in your building and allows you to customize the results to evaluate different upgrade packages. The tool’s results prepare you to more readily engage with qualified contractors to implement your choice of the suggested upgrades.

The EZ Path and the Advanced PathEZ Retrofit provides users two complementary pathways to identify potential building upgrades. The pathways are described below and outlined in Figure 1:

The EZ Path guides you through a series of pop-up screens where you can enter the minimum amount of data and information about your building. In the EZ Path, the tool makes its calculations based on the characteristics of the types of systems most commonly found in multifamily buildings.

The Advanced Path format is an easy-to-us Excel spreadsheet and is ideal for buildings with more complex heating and cooling systems. It also allows you to enter customized systems, costs, and equipment efficiency information to override the default assumptions provided by the tool.

EZ Retrofit Data Sources and Checklist 5

Figure 1: Differences between the EZ Path and the Advanced Path

Note : Enter the minimum information required by EZ Retrofit in the EZ Path and then switch to the Advanced Path to view the results and modify assumptions as necessary. You can switch to Advanced Path at any time and all the data entered into the EZ Path will appear in the Advanced Path. However, due to the increased level of detail available on the Advanced Path, not all Advanced Path entries will be reflected on the EZ Path, and it is not recommended to move from the Advanced Path to the EZ Path. In particular, the Advanced Path’s approach for handling HVAC systems and the building’s envelope is different than the approach used by the EZ Path.

Also, EZ Retrofit currently does not classify water use as indoor or outdoor. Thus, Water Use Intensity (WUI) is based on the total building water usage. If separate meters are present for indoor and outdoor water use, enter only indoor usage data.

New Users: If you are new to EZ Retrofit, we generally recommend starting with the EZ Path. However, if you want to describe more complex systems in your building (e.g., multiple central heating systems) you should use the Advanced Path from the beginning. While you can make changes to the data you originally entered using the EZ Path, this process is slightly more complicated.

While you are not expected to have technical knowledge of how a building operates or of a building's heating, cooling, or other systems, the more detailed and accurate your information is, the more precise your results will be. For example, in the EZ Path, you can enter a standard central heating system and the estimated age of that system in the Heating and Cooling System screen. The tool will use these inputs to calculate an estimated energy consumption level based on the average energy consumption of this type and age of system. To increase the level of accuracy, you could then obtain the exact specifications of the heating system and enter these into the Heating and Cooling System screen of the Advanced Path.

EZ Retrofit Work FlowEZ Retrofit helps you identify and prioritize building upgrades. Based on the information you provide about your building, the tool identifies possible opportunities for improvement, lets you add information to validate those opportunities, and provides the data you need to make decisions about which upgrades you want to pursue.

Regardless of EZ or AP the workflow remains same.


Step 1: BenchmarkingThe first step on both the EZ Path and the Advanced Path is to enter basic information about your building and utility data. Based on this information, the tool identifies similar buildings to use as a basis of comparison. The tool evaluates your building’s energy and water performance, compares it to similar buildings in your area, and advises on your building’s current level of efficiency.

Step 2: Enter Building/System InformationNext, the tool requests information about current building configurations, systems, and appliances. These include: Envelope, Heating and Cooling, Domestic Hot Water, Clothes Washers, Kitchen Appliances, Lighting, Motors and Controls, Air Sealing (only in the Advanced Path), Duct Sealing, Water Fixtures, and Water Conservation.

Step 3: Analyze ResultsThe tool uses information you entered about your building’s current systems to produce a set of upgrades that can generate savings in your building. There are two options for how to review results. One option is to view those results that meet certain criteria for what results you prefer. The other option is to view all of the results and select the package of systems you think will best meet your goals.

Step 4: Refine Results EZ Retrofit offers the option to refine the results by providing information on factors such as local costs and the specifications of your building’s current systems. For example, if you have contacted a qualified contractor based on the analysis you conduct in Step 3, you may want to enter the contractor’s costs and the specifications, and re-evaluate the cost effectiveness of the proposed upgrades.


Getting StartedReady to use EZ Retrofit on your building? Hold on! Before you jump into the tool, take time to review the following pages in this section. You might consider completing just the first step of benchmarking by entering the General Characteristics and utility data of your building into the tool to determine whether it is a good candidate for significant energy and water upgrades. Based on that information, you can decide whether to proceed with the more thorough, whole building assessment. If you wish to proceed, then use the EZ Retrofit Checklist to collect the information that will need to be entered into the tool. Preparing this information in advance can save time and frustration.

EZ Retrofit ChecklistBefore beginning to enter data into EZ Retrofit, it is wise to collect all of the information you will need to complete your assessment. The EZ Retrofit Checklist can be found in Appendix B. Begin by reading through the checklist to determine which information you have available through written records and which information will need to be gathered by inspecting the building. Because a range of information is needed for the tool, property owners, maintenance staff, facility managers, and other individuals often collaborate to efficiently gather the needed data. If you do not know the information being requested, look for a manufacturer label, model number, or some other piece of identifying information on the unit or system itself. This information can be used to perform an internet search. If this approach does not yield any results, please make an educated guess.

Many users prefer to print the checklist and walk the property with hard-copy forms, but the checklist also can be used in electronic form (note that EZ Retrofit only supports Microsoft systems).

Useful Documents and Data SourcesThere are often multiple ways to obtain a single piece of information. You are encouraged to use the most accurate information available to you and, if possible, perform actual counts or measurements. For example, EZ Retrofit requests the total number of clothes washers in the building. You might gather this information through a number of means, including:

Walking through the building and counting the number of washers Asking a staff person who knows Referring to invoice, lease, or maintenance records Referring to your company’s internal records

Below is a list of documents that may be helpful for entering data into the tool if they are readily available. The documents listed below are NOT required, but if you have them handy, they may provide the information you need more efficiently than inspecting the features of the building.

Thirteen months of previous utility bills paid by the property owner or manager (many utility bills have historical usage on the back of the monthly bill) for all utilities used at the property

Thirteen months of historical utility bills from a sample of tenant units or a representative tenant unit for any individually metered utilities

Maintenance records that indicate the types and specifications of the heating and cooling systems that are in the building

Records of purchase which indicate the age and specifications of appliances in the building (e.g., washers, dryers, refrigerators)

Past records related to any major retrofits (e.g., insulation or window upgrades, heating or cooling system replacements)


Reports from previous energy audits or blower door tests Building plans and permits Occupancy permits Rental documents Capital Needs Assessments or plans

Other Useful Items When walking through the building to collect the data needed for EZ Retrofit, it may be helpful to have:

Tape measure Notebook Camera Unit converter (Google, Bing, and other internet search engines provide unit conversion by

simply typing a conversion statement into the search bar.) Mapping tool (Various internet resources provide free mapping capabilities, some of which can

be used to determine a building’s geometry and footprint.) Stud finder (E.g., you may use a stud finder in the Envelope section to determine whether or not

the exterior walls contain studs. If a stud is located, the walls are probably hollow as solid walls do not have studs.)

Program Requirements EZ Retrofit is a Microsoft Excel-based program designed to run on 2010 or newer versions of the Microsoft Excel software. The program should still run on older versions of Excel, however, not all of the tool’s functionality will be available. If you are not sure what version of Excel you have installed on your computer please visit the following page on the Microsoft website: http://office.microsoft.com/en-us/excel-help/what-version-of-office-am-i-using-HA101873769.aspx.

Note: EZ Retrofit is designed to work on Microsoft Windows and will not work on Mac operating systems. Also, when using EZ Retrofit, you may not be able to access other Excel documents on your computer at the same time. Therefore, if you have information in an Excel file that contains data for the tool, consider the following options:

Print the Excel file Copy and paste the information into a different application, such as Word Save and close EZ Retrofit to access the other Excel file

Launching EZ RetrofitEZ Retrofit will only operate properly if macros in Microsoft Excel are enabled. To enable macros:

1. Open the EZ Retrofit Excel file.

2. Complete one the following steps:

a. If you see a bar below the main toolbar that says “Security Warning: Macros have been disabled,” follow these steps to enable macros:

i. Click the ‘Options’ button next to this messageii. On the following screen select ‘Enable this content’

iii. Click ‘OK’ to proceedb. If you do not see this message bar, follow these steps to enable macros:


http://office.microsoft.com/en-us/excel-help/what-version-of-office-am-i-using-HA101873769.aspx

i. Click on the round Windows icon in the upper left corner (or ‘File’ if using Excel 2013)

ii. Select ‘Excel Options’ at the bottom of the menuiii. Click ‘Trust Center’ from the left-side menuiv. Click ‘Trust Center Settings…’ found on the right side of the windowv. Click ‘Macro Settings’ on the left side of the window, (if using Excel 2013)

vi. Select ‘Enable all macros’vii. Click ‘OK’

viii. Click ‘OK’ again on the Trust Center windowc. For more information about enabling and using macros, please visit:

http://office.microsoft.com/en-us/excel-help/enable-or-disable-macros-in-office-files-HA010354316.aspx

Error Messages TroubleshootingDue to the size and complexity of the calculations the tool performs, it is possible that you may receive various error messages. Some of these error messages may be more obvious than others and some may be easily resolved by modifying your Excel setting. Below is a list of potential issues you may come across while using the tool. For help troubleshooting these issues, please review Appendix D.

Macro Trust Setting Error Application Failure Monthly Utility Bill Error Missing Reference Error

Choosing a PathUpon launching the tool, the ‘Welcome to EZ Retrofit’ screen will appear. Read the short overview of the tool and two pathways: the EZ and Advanced Path options. You can also read more about the EZ Path and the Advanced Path in the following sections of this User Guide. For help deciding which path is best suited for your needs, please see pages 5-6.





The EZ Retrofit Tool Analyzes Efficiency on a Building-By-Building Basis.

For properties that have multiple buildings with similar systems:

Complete the tool for one building

Save a copy of the tool under a different file name

Update in the new file only those data points that are different for the new building

For properties that have multiple buildings with dissimilar systems or for entirely different properties:

Complete the tool for one building

Save a copy of the tool under a different file name

Use the ‘Clear Prior Entries’ button on the Welcome screen of the new file to clear all previously entered data and start with a blank tool

After completing the tool, you can combine the results of multiple buildings or properties in the Results screens. Learn more about this process and how to combine multiple versions of the tool on page 97.

The EZ Path OverviewThe EZ Path begins by asking for basic information that allows EZ Retrofit to determine the potential energy and water savings opportunities in your building. The tool does this by comparing your building's energy and water use to average usage for similar buildings based on a Utility Benchmarking Tool made available by the Department of Housing and Urban Development (http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/ph/phecc/ubenchtool).

Based on this initial comparison, you receive a message on the ‘Benchmarking’ screen that indicates whether your building is a good candidate for significant energy and water upgrades. With this information, you can decide whether to proceed with analyzing or evaluating specific opportunities for your building.

Should you proceed, the EZ Path walks you through 10 measure categories of your building for which there may be energy and water saving upgrades available. This includes measures like HVAC, Domestic Water Heater, Lighting, and Duct Sealing.

Standard EZ Path Buttons The EZ Path provides resources and guidance on each screen to help guide you through the process of collecting and entering data. The top of almost every screen in the EZ Path has the following standard buttons:

Did You Know? Use this button to determine how the requested information is used and why it is important to determining a building's efficiency.

How Do I Do It? Click this button to link directly to the section of this User Guide that explains how to answer each question.

Advanced Path: Use this button to jump directly from the EZ Path to the Advanced Path. There is a button in the Advanced Path that takes you back to the EZ Path as well.

Exit Without Saving: Click this button to leave the tool without saving any of the information that has been entered so far.

Save: Click this button to save your progress at any time while working on the tool. Save and Exit: Choose this option if you would like to save your progress and exit the tool.

In addition to these standard buttons, the EZ Path offers a range of tooltips. If you have a question about a particular field, hover the cursor above the data entry cell. In many cases, a helpful note appears.

The EZ Path features additional buttons that allow you to navigate between measure category screens using buttons titled ‘Previous Measure Category’ and ‘Next Measure Category’:


http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/ph/phecc/ubenchtool


A building may have multiple systems within one measure category. For these measures, EZ Retrofit offers the option to add another system. For example, a building may have multiple boilers that fall under the Domestic Hot Water (DHW) category. EZ Retrofit allows you to enter each boiler separately by selecting ‘Add Another DHW System’ before moving to the next building measure.

After you complete the final measure category, ‘Water Conservation,’ you will access EZ Retrofit’s Results section in the Advanced Path. Details about how to get the most out of the tool’s Results functionality are provided in the Results section of this document on page 88.

To move quickly between EZ Path screens, you also can click on the appropriate icon in the navigation bar that appears on the right side of each screen, as illustrated below.

General Characteristics

Benchmarking

Envelope

Heating & Cooling

Domestic Hot Water

Clothes Washer

Kitchen Appliances

Lighting

Motors & Controls

Duct Sealing

Water Fixtures

Water Conservation (Toilets)

Results – All Measures

Results – Select Criteria


The Advanced Path OverviewThe Advanced Path of EZ Retrofit allows you to enter detailed information about your building, systems, and generate more refined results.

The additional functionality of the Advanced Path includes the ability to:

1. Enter customized local utility rates to replace the default state average rates used by EZ Retrofit.

2. Clear and then re-enter the HVAC system and zone information that you entered in the EZ Path (if you began with the EZ Path) to better reflect how that system (or systems) serves your building.

3. Change or override the baseline equipment and system assumptions or specifications that EZ Retrofit uses as inputs when estimating the building’s energy and water use to generate results (page 19).

4. Create customized proposed systems and upgrade packages, and override the cost assumptions used by EZ Retrofit based on local prices and incentives (page 20).

This section of the User Guide provides information about how to navigate and enter data into the Advanced Path and gives step-by-step instructions for using the additional functionality of the Advanced Path.

Navigating the Advanced Path Accessing the Advanced PathThere are several ways to access the Advanced Path of EZ Retrofit:

1. Select the Advanced Path when you first open EZ Retrofit. This will bring you to the ‘Tool Overview’ tab, which provides an introduction to the functionality in the Advanced Path.

2. Enter your data first into the EZ Path. The tool will automatically populate many fields in the Advanced Path with information that you entered in the EZ Path. You can switch from the EZ Path to the Advanced Path at any time during the process, by clicking on the Advanced Path button, or once you have completed the EZ Path.

3. Once you have entered all of your building’s data in the EZ Path, selecting ‘Results – All Measures’ or ‘Results – Select Criteria’ will also lead you to the Advanced Path of the tool. From either of these screens, you can navigate back to the various building systems within the Advanced Path using navigation bar to refine the inputs, assumptions, or proposed upgrades.


Order matters!After completing the General Characteristics and Benchmarking screens, it is critical to enter data for the Envelope, Heating and Cooling, and Domestic Hot Water screens in this order. This is because EZ Retrofit

uses information from previous screens to populate later screens and perform calculations. Most users find it simplest to input data for each measure category in the order in which they appear on the navigation bar

(from top to bottom).

Moving Between Screens The Advanced Path has a traditional Excel look and feel that uses tables and cells to organize information. On the left side of the screen is a navigation bar that lists each of the tool’s sections. Clicking any of these buttons will bring you to the appropriate section of the tool where you can enter or update data. Each of the screens in the Advanced Path features a link to the User Guide for quick reference.

If you take advantage of the Advanced Path functionality that allows for customized user inputs, you will see additional buttons at the bottom of this navigation panel. Those buttons represent the ‘User Inputs’ screens that you have edited.

Color CodingTables and cells in the Advanced Path are color coded to help you navigate the Advanced Path screens more easily.

Tables shaded green reflect information entered by you about the current systems in your building.

Cells shaded blue reflect potential system upgrades and the specifications of those systems for your building, recommended by EZ Retrofit

Cells shaded gray are typically locked and cannot be edited.

The first table that appears in most Advanced Path screens allows you to enter information about your building. This ‘current’ building characteristics table, as shown below for the Domestic Hot Water screen, captures your building’s baseline information. Most of the cells within this table can be populated or edited directly or by using drop-down menus. If a particular cell cannot be edited, it is locked to prevent accidental data entry, or is not applicable for the system type being entered.

Add or remove additional rows of data by clicking on the red plus (+) or minus (-) icons.

To the right of the current building information table, you will find a second green table, which contains the specifications for each system entered. By default, these are populated with the tool’s assumptions. The cells in this table are locked and shaded gray so you cannot enter data on this screen directly; however, it is possible to modify the default assumptions by selecting the ‘User Inputs’ yellow button at the far right side of the table. More information about the process of modifying assumptions is described in Changing Default Assumptions.


The blue tables farther down on each screen contain information about potential system upgrades and the tool’s preliminary estimates of the savings those systems could generate. This information is automatically populated by the tool based on the information you enter about your building. You can revise the information to reflect more accurate assumptions, if known, by Creating Custom Proposed Systems and Changing Cost Assumptions.

Entering and Updating Data in the Advanced Path

Did you start with the EZ Path? Most of the information you entered into the EZ Path is pre-populated into the Advanced Path. Review and update this information, starting with the ‘General Characteristics’ screen, to see if it can be further refined to give more accurate results. Information about each field on the Advanced Path screens is provided in the appropriate ‘measure category’ section of the User Guide (find each measure category quickly through hyperlinks in the Table of Contents).

There are three functional differences between the EZ Path and the Advanced Path to be aware of:

The EZ Path does not always include the ‘Location Notes’ field that is available for each measure in the Advanced Path. The location notes column lets you name each system for easy identification as you work with the tool’s assumptions and reporting features. For example, if you have entered separate groups of lighting fixtures for multiple areas of the building and want to be able to easily identify each group, you could use this field to enter a unique identifier (e.g., first floor, east corridor).

The Advanced Path includes a separate measure category called ‘Air Sealing’ where you can modify HVAC systems and zones that are used in the calculations. If you use the EZ Path to enter data, the tool uses default assumptions based on the data you provide in the ‘Envelope’ section.

If you added your HVAC systems in the EZ Path, but would like to enter more complex systems to more accurately reflect your building, the Advanced Path requires that you first clear out all prior entries so the more accurate information can be recalculated.

Are you starting with the Advanced Path? Using the left navigation bar, begin by entering data into the ‘General Characteristics’ screen and then proceed to the ‘Benchmarking’ screen. The ‘Benchmarking’ screen will provide the initial benchmarking results, which advise on the level of efficiency of your building (see page 36 for more information). Based on the benchmarking results, decide whether you wish to proceed with the subsequent screens.

Standard Advanced Path Buttons The Advanced Path provides resources and guidance on each screen to help guide you through the process of collecting and entering data. The top of almost every screen in the Advanced Path has the ‘Help/User Guide’ button that directs you to the appropriate section of this document. Other buttons at the top of each screen help you navigate within that screen.

Current System Characteristics: This green button takes you to the green table that contains information you enter about your building and the systems it contains as they are currently configured (e.g., name of the system, location, age).


Current System Specifications: This green button takes you to the green table that contains the specifications of your building’s systems as they are currently configured (e.g., cooling system efficiency, pipe insulation R-Values) either based on EZ Retrofit’s assumptions or on User Inputs if available.

Proposed System Savings & Specifications: This blue button takes you to the blue tables that contain the system specifications and the savings proposed by the tool.

User Inputs: This yellow button takes you to a table in which you can modify the tool’s default assumptions about your current and proposed systems. Note that this button is located in multiple places in each screen; the top navigation and to the right of each specification table.

Tooltip: Several of the data entry column headers contain comments with additional information and instructions. This is indicated by a red mark in the top right corner of the cell.

Save: Click the Save icon in the top left corner of Excel to save your

progress at any time while working on the tool.

The screenshot below illustrates what an Advanced Path data entry screen might look like after you have entered data into the fields – in this case, for the Current Heating & Cooling Systems Characteristics table.

To review the tool’s default assumptions regarding each user entry, click the ‘Current System Specifications’ button or scroll to the right to view the Current System Specifications table. You can review and refine the assumptions if they do not accurately reflect the actual conditions in your building. More information on how to change assumptions can be found on page 19.

Data ValidationThe Advanced Path has a navigation panel along the left side of the screen that allows the user to progress from one system to another. It has a built-in function to indicate whether the minimum amount of data required for each measure category has been entered. Providing the information about your building in the ‘Current System Characteristics’ table in the Advanced Path is the minimum amount of data that EZ Retrofit needs in order to function properly.

A green check mark indicates that all the required information has been provided for that measure category; a red ‘X’ indicates that you are missing some data and need to review your inputs to make sure all fields have been filled in. For example, if any of the fields in the ‘Clothes Washer’ section are not completed, a red ‘X’ will appear to the left of the Clothes Washer button on the Advanced Path navigation bar as illustrated on the left. Completing the inputs in the EZ Path generates all of the required data in the Advanced Path.


Proposed System Savings & SpecificationsBelow the ‘Current System Characteristics’ green table on each measure category screen are a series of blue tables that show replacement systems EZ Retrofit proposes for your building and the estimated savings associated with those systems. You can reach the first of these tables on each screen using the blue Proposed System Savings & Specifications navigation button. The number of Proposed System Savings & Specifications tables and their specific content varies by measure category.

For example, the Heating & Cooling screen provides three tables to reflect the three different potential system configurations:

1. One that considers upgrades to both HVAC equipment and programmable thermostats; 2. One that only addresses HVAC equipment; and3. One that only addresses programmable thermostats.

The last field in each of these tables is titled ‘Meets Selected Criteria?’ This field shows you which of the proposed system upgrades you have selected to be included in the recommended upgrade package. The field is auto-populated once the results by criteria are generated. You can adjust which fields are included when you are reviewing the Results information.

The format of the entire row (color and font) change depending on whether the measure is included in the recommended upgrade package, as indicated in the screenshot below. The ‘Meets Selected Criteria?’ field will remain blank for the system upgrades that will not be included in the package.

The ‘Proposed System Savings & Specifications’ tables on each measure category screen are followed by a ‘Specification for Proposed Systems’ table that shows the assumptions EZ Retrofit is using for each proposed system. This table is initially populated based on EZ Retrofit’s default assumptions. You cannot edit this screen directly. Instead, you can adjust these proposed systems or assumptions by using the yellow ‘User Inputs’ button at the far right of the ‘Specification for Proposed Systems’ table or the button at the top of the screen to go to the User Inputs screen.

Changing Default AssumptionsEZ Retrofit uses information you provide about your building to establish default assumptions about equipment and system efficiency to perform its calculations. However, within the Advanced Path, you can enter your own assumptions in the ‘Current System Specifications’ table to increase accuracy for each measure category (with the exception of the ‘Envelope’ section). To access the ‘Current System Specifications’ table, scroll to the right of the ‘Current System Characteristics’ data table, or click the ‘Current System Specifications’ button.

Each ‘Current System Specifications’ table is populated with the default EZ Retrofit assumptions, and looks similar to the example below.


When you begin using EZ Retrofit, the last column in each ‘Current System Specifications’ table lists the ‘Specification Source’ as ‘EZ Retrofit Assumptions.’ This indicates that the tool is using its default assumptions. To replace EZ Retrofit’s assumptions with more accurate information about the actual equipment and systems, follow the steps below:

1. For each system for which you would like to use your own assumptions, use the drop-down menu under the ‘Specification Source’ field to change the source from ‘EZ Retrofit Assumptions’ to ‘User Inputs’.

2. Click the ‘User Inputs’ button to the right of the ‘Current System Specifications’ table.

Note: If you click the ‘User Inputs’ button without first selecting ‘User Inputs’ from the drop-down menu under ‘Specification Source’ you will not be able to input your own assumptions.

3. The yellow User Inputs button takes you to a table titled, ‘Current Systems – User Inputs’, similar to the one below. Each system you entered in the ‘Current System Characteristics’ table is listed here, but only those for which you selected ‘User Inputs’ as the specification source in the ‘Current System Specifications’ table will appear as green editable fields. All other fields will be grayed out and non-editable unless you go back and select ‘User Inputs’ under ‘Specification Source’ in the ‘Current System Specifications’ table.

You do not need to enter an updated assumption for each and every field. Update only those fields you wish to change. EZ Retrofit continues to use the tool’s assumptions for any field for which you do not enter an updated value.

Example: In the ‘Heating & Cooling Systems’ example below, the user can change the system capacity, unit of capacity, cooling system efficiency, unit of cooling efficiency, and systems to consider when making recommendation.

The ‘Systems to Consider When Making Recommendation’ field in the far right column allows you to specify whether you want EZ Retrofit to include the proposed system when generating results.

4. Once you have completed your updates, click the blue, ‘Go Back to Main Screen’ button.


Creating Custom Proposed Systems and Changing Cost AssumptionsIn the previous section you learned how to update assumptions for systems suggested by EZ Retrofit. The Advanced Path also allows you to change the cost estimates provided by the tool and create your own custom proposed systems. You may want to enter these proposed systems into EZ Retrofit because you have identified specific upgrade opportunities while working with a contractor or energy professional, or you may have specific system configurations that you would like to see reflected in the tool’s results.

Cost Estimates: Update the cost estimates the tool uses when generating the ‘Results – All Measures’ if you have more accurate information about local prices or have identified and are able to input any available utility rebates or incentives. If you are only updating the cost estimates to the systems provided by the tool, skip down to step 5 below.

Custom Systems: This process is very similar to updating the current system’s specifications, except that you will use the User Inputs screen first, and then select the system you entered from the dropdown in the ‘Specification Source’ in the blue table.

Note: In order create custom proposed systems, you must also provide your own material and labor cost assumptions. If you do not know the price of the system you plan to enter, you may be able to find that information in a product catalogue or obtain a quote from a contractor.

Follow the steps outlined below to update the proposed systems table with your own systems and assumptions. By default the tool will use the ‘EZ Retrofit Assumptions’ listed in the right most column of the table.

1. To begin the process, navigate to the measure category screen where you would like to add a proposed system (e.g., Lighting, HVAC).

2. Click any of the yellow ‘User Inputs’ buttons.

Note: This is the same button that allows you to update the tool’s default specification assumptions described in the section above.

3. Scroll down to find the blue ‘Custom Proposed’ system tables. To enter your own custom-proposed systems, fill out the fields as they appear in the table. Not every field is required, but the more complete the inputs are, the better the results will be. Each field is described in more detail in the individual measure category sections of this User Guide.

4. Once you have entered your own proposed systems, go back to the Specifications tables and use the drop-down menu in the ‘Specification


Source’ column to select the ‘System Model / Name’ you just entered. The rest of the fields automatically update with the data you entered in the previous steps and the ‘Preliminary Savings’ tables above this table will also update. The custom proposed systems also appear on the ‘Results – All Measures’ screens.

5. Last, to change the tool’s cost estimates about any of the new systems, go back to the Proposed System Savings & Specifications tables. To the right of each Proposed System Savings & Specifications table is a separate table for your own cost estimates. Using these tables, you can update the cost estimates to account for rebates, incentives, or lower rates for the systems you are interested in implementing. An optional User’s Cost Notes field is available for you to document the source of your cost information or what other factors were taken into account. If you do not enter any data into these fields, the tool uses its own default cost assumptions.

Results Overview EZ Retrofit provides different ways of looking at the results of the information you enter about your building. After completing the data entry process, you can select to view ‘Results – All Measures’ or ‘Results – Select Criteria’.

Use the ‘Results – All Measures’ button to view a summary table of replacement systems proposed for your building and the estimated savings that can be generated from those systems. You can view the results either in a single summary list or grouped by measure category. You can sort and filter this information or select which systems to include, depending on the view you have selected.

The ‘Results – Select Criteria’ button allows you to refine your results by specific criteria such as install cost, payback period, or annual savings for owners and/or tenants.

The tool provides several ways to export and review this information. 1. Graphically: Click the ‘Result Graphs’ button to view a series of bar graphs that compare pre vs.

post retrofit savings, (only available in the ‘Results – All Measures’ view).2. Export to Excel: Click ‘Export to New Workbook’ to move the results out of EZ Retrofit and into a

new Excel spreadsheet that you can work on separately.3. Generate Report: Click this button to generate a Word or PDF document that provides a

formatted report for your files to share with stakeholders or to compare with other properties.

EZ Path Advanced Path


For more information about how to generate results and produce reports, go to the Results section of the User Guide.


Measure Category Descriptions The following sections describe each of the measure category screens available in EZ Retrofit that help you can enter information about your building and refine the proposed systems and upgrades. Each section provides a summary of the fields available in both the EZ Path and the Advanced Path. For specific guidance on how to refine the assumptions the tool makes about your building and systems, refer back to the sections on Changing Default Assumptions and Creating Custom Proposed Systems and Changing Cost Assumptions.

By completing each screen to the best of your knowledge, you can increase the accuracy of the results the tool generates and select the best upgrade options for your building.

You can navigate between the screens within either the EZ Path or the Advanced Path by clicking on the side navigation icons.

EZ Path Navigation Advanced Path Navigation


Benchmarking

Envelope

Heating & Cooling

Domestic Hot Water

Clothes Washer

Kitchen Appliances

Lighting

Motors & Controls

Air Sealing (AP Only)

Duct Sealing

Water Fixtures

Water Conservation (Toilets)

Custom Measure

Results – All Measures

Results – Selected Criteria



The ‘General Characteristics’ screen asks for basic information about your building such as ‘Year Building was Built’, ‘Number of Apartment Units’, ‘zip code’, etc., which are necessary inputs for tool calibration.

EZ PathAfter completing the General Characteristics screen and the Benchmarking screen that follows, the tool will provide a high-level assessment as to whether your building is a good candidate for significant energy upgrades. Based on that information, you can decide whether to proceed with entering information into the tool.

Advanced PathIf you started with the EZ Path, review the information that was entered and update as needed. If you are beginning with the Advanced Path, then enter your building’s information now. In this Advanced Path screen, you can decide to provide either monthly or annual tenant or owner paid utility data on the General Characteristics screen. (In the EZ Path, utility data is requested on a separate Benchmarking screen.) Choose either monthly or annual data depending on which option is easiest. The results will not be more or less accurate depending on which option you select.

You can choose to not enter utility data if it is not easily available, and the tool will still provide a high-level assessment of your building’s potential for upgrades. However, providing actual utility data results in more accurate and meaningful comparisons with similar buildings, helps more accurately determine if your building is a good candidate for significant energy upgrades, and allows for more accurate savings projections.


Data Sources

Building or occupancy permit

Building plans

Google Maps

Direct measurement

Rental documents

General Characteristics FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.

Property Name: Enter the name of building or building complex.

Building Name: Enter the name of the specific building within a complex (if multiple buildings exist).

Building Address: Enter the street address of the building.

State: Select the state where the property is located to help determine which statewide average utility rate the tool will use to calculate proposed system cost savings and to estimate installation costs.

Nearest Airport: Select the nearest major airport to the building location. If unsure of the nearest airport or if the nearest airport does not appear in the drop-down list, use the closest recognized airport by changing the State. Specifying the nearest airport allows the tool to calculate the heating and cooling requirements for your building based on local climate and weather patterns.

Zip: Enter the zip code of the building.

Floors Above Ground: Enter the number of floors located above grade (i.e., above the ground surface). If the building has a floor that is partially above grade and partially below grade, enter 0.5 for that floor. An estimate based on a visual inspection of the building’s exterior is sufficient.


Floors Below Ground: Enter the number of floors below grade (i.e., below the ground surface). If the building has a floor that is partially above grade and partially below grade, enter a 0.5 for that floor.

Square Footage of Residential Heated & Cooled Area: Enter the estimated square footage of conditioned area in the building. Conditioned area is considered to be all spaces that are climate controlled. Below are two ways to calculate the square footage of conditioned area if this information is not readily available:

o Unit-by-Unit: The building’s square footage can be calculated by multiplying the square footage of each unit type by the number of units of that type. This method provides a relatively conservative estimate of the conditioned area because it does not include common areas and other spaces that are climate controlled.

o Subtraction from Total Square Footage: After calculating the building’s total square footage, subtract areas that are not climate controlled. Estimate using the total area of each floor as a guide.

Note: You can spend a lot of amount of time trying to measure and calculate the exact square footage of a conditioned area. This is NOT necessary for EZ Retrofit. Square footage estimates only need to be reasonably accurate (within approximately +/- 10%).

Total Square Footage: Enter the total square footage of the building. An estimate of square footage is acceptable. If the building plans are not available and it is difficult to measure the outside dimensions of the building, use the map scale in Google Maps or other map program in satellite view to estimate the footprint of the building and then multiply the area of the building footprint by the total number of floors.

Average Ceiling Height: Enter the average ceiling height throughout the building. If you do not know the ceiling height, measure from the floor to the finished ceiling using a measuring tape. Do not include plenums or cavity space when measuring ceiling height. If one floor is substantially different from the others, take an average of the heights. Typical ceiling height is 8 to 12 feet.

Number of Apartment Units: Enter the total number of apartment units in the building. All units located within the building, including manager apartments, should be included in this total.

Note: The EZ Path only requires the total number of units and then makes an assumption about the allocation of bedroom types. Whereas, the Advanced Path allows you to enter the number of each bedroom type. If you use the EZ Path, confirm the allocation of bedroom types in the Advanced Path.

Year Building was Built: Enter the year of original construction for the building, or the year of a total gutting and rehabilitation project if applicable.

Space Heating Fuel Type: Select ‘Electricity’, ‘Natural Gas / Oil’, ‘Natural Gas / Oil and Electric’ to identify the primary fuel type used for space heating in the building. What fuel type serves the largest amount of square footage?

Water Heating Fuel Type: Select ‘Electricity’, ‘Natural Gas / Oil’, ‘Natural Gas / Oil and Electric’ as the primary fuel type used for water heating in the building. What fuel type serves the largest amount of square footage?


Note: Your entries under the Tenant and Owner sections should equal the total utility consumption for the building. The goal is to enter the most accurate totals available from the data you have on hand.

Utility DataNote: EZ Retrofit can analyze both owner and tenant utility data for four types of utilities: electricity, gas, oil, and water. While the data entry process is not extremely complex, we recommend reviewing this section in its entirety in order to determine what method of entry is best suited to the configuration of your building and based on the accessibility of the utility data.

A few key points to get started:

For the most accurate results, enter either monthly or annual utility data. Note, it is possible to proceed through the entire tool without entering monthly or annual data, but the tool will not be calibrated accurately and the results will be more generic.

Monthly and annual utility data achieve the same level of accuracy when determining results. Please choose the option that is easiest for you based on the records you may already have available. If necessary, you can contact your utility to get up-to-date information about your building’s energy and water use.

Be sure to check that your utility data correlates to the energy measurement units requested by the tool. The tool requests electricity consumption in kilowatt-hours (kWh), natural gas in therms, and water in gallons. A simple way to convert data into the units requested in EZ Retrofit is to use Google’s calculator and unit converter. You can access the calculator and unit converter by typing a query in the standard search bar, for example: ‘100,000 liters to gallons’.

Entering Owner and Tenant Utility DataThe tool allows you to enter only one set of monthly data for all owner-paid accounts and only one set of monthly data for all tenant-paid accounts for a particular utility. For tenant accounts, if all of the tenant usage information is available, enter the sum of all accounts here. If only some tenant information is available, use an extrapolation method as described below to enter an estimate of the total tenant usage.

Example: If each apartment unit in your building is separately metered for electricity, add together the electricity usage for all of the units and enter the total into the tool under the ‘Tenant’ section. Use this same aggregation method if there are multiple owner-paid electricity accounts and enter the total into the tool under the ‘Owner’ section.

Note: If you have entered either annual or monthly owner data but have not entered any tenant data, EZ Retrofit will ask you to confirm that your building is master metered. If tenants pay any of the utilities in your building, do not run EZ Retrofit with only owner data entered. Either enter tenant data or select “No utility data available, but additional building information can be provided”.

How to Use Incomplete Tenant DataGathering utility data from all of the tenants in a building is often difficult and unfeasible. For tenant-paid utilities, you may prefer to extrapolate from a sample. Here are two ways to go about the extrapolation process:


Extrapolation by unit type: If the building has multiple unit types (e.g., 1 bedroom, 2 bedroom, and 3 bedroom apartments), collect utility bill data from a representative unit for each unit type and multiply by the number of units of each type, then sum the total usage. If a larger sample is available, you may extrapolate from an average rather than using a single unit. With this method the billing dates for the representative units may not align, so use your best approximation for the billing dates. If tenants are on different billing cycles, you may prefer to enter annual data rather than attempt to align monthly data.

Extrapolation from a single unit: Choose a single unit to represent all unit-types. For example, in a building with one, two, and three bedroom apartments, select a typical two-bedroom unit and multiply the utility usage for that unit by the total number of units in the building. Enter that total as the tenant usage for each month. Consider the number of occupants when selecting the unit size because a one bedroom unit with two occupants is likely to use more energy than a two bedroom unit with only one occupant. Use the billing dates for the unit from which you extrapolated.

Note: Although utility data is requested in a different screen (Benchmarking) in the EZ Path, these same extrapolation methods are applicable when entering utility data in the EZ Path.

You only have to complete one of the three following options for entering utility data. They are listed here in order of decreasing detail and relate to corresponding section below:

A. Monthly utility data B. Annual utility data C. No utility data available, but additional building information can be provided

A. Do you have monthly utility data? (Advanced Path only) Select either ‘Yes’ or ‘No’ if you have monthly utility bills and prefer to enter monthly rather than annual data. If you select ‘No’, proceed to Option B. If you select ‘Yes,’ the following screen appears:

Note: You need a minimum of 12 months of utility bill data in order to input bills on a monthly basis, however; 13 months of bills may be more accurate because bills dates may not align in such a way that they cover consumption from the first of the month to the last of the month.


B. Do you have annual utility data? (Advanced Path Only) Select either ‘Yes’ or ‘No’ according to if you have a year’s worth of utility bill data. If you select ‘No,’ proceed to Option C. If you select ‘Yes,’ the following inputs will appear:

Note : If you have entered monthly data into the tool it will automatically override any data you input into the annual utility data fields.

1. Enter the total annual consumption for each of the appropriate utilities in the units listed, converting units as necessary.

2. If you do not have either owner or tenant data, enter ‘0’ in the field provided. For more detail on owner and tenant data entry.

C. No utility data available, but additional building information can be provided: (Advanced Path only) If you select ‘No’ for both ‘Do You Have Monthly Utility Bill Data?’ and ‘Do You Have Annual Utility Bill Data?’ then a new set of fields appears on the following Benchmarking screen. These fields are described in the following Benchmarking section.

Note: While the tool can benchmark your building and calculate savings without utility data, the results may not be specific to your building as the tool projections will not be calibrated to your building’s actual energy consumption. It is highly recommended that you provide utility data in order to get the upgrade packages that are calibrated for your building and to receive accurate benchmarking results.

Would you like to use your own utility rate? (Advanced Path only) EZ Retrofit uses statewide average utility rates to perform calculations by default. You may have a more accurate figure for your current utility rates based on a recent bill or another source. You can customize the utility rates on the ‘General Characteristics’ screen in the Advanced Path by following the steps below.

1. At the bottom of the ‘General Characteristics’ table, select ‘Yes’ for ‘Would you like to use your own utility rate?’

2. A new set of fields appears where you can enter your own utility rate information (shown below). A tooltip also appears that explains that if you do not know the rate for your electricity, gas, oil or water, you should leave the field blank and EZ Retrofit will use the statewide average instead.


BenchmarkingThe ‘Benchmarking’ screen requests information related to laundry facilities, elevator use, fuel use, and utility data about your building. It then compares this information to

that of a similar building. Once you have completed the Benchmarking screen, you will receive ‘Benchmarking Results’, which provide an assessment of the energy and water savings potential of your building. See the Benchmarking Results section for screenshots of the possible outcomes.

EZ PathEnter Monthly or Annual utility bill data for the EZ Path here in the Benchmarking screen. For a description of fields and approach to data entry for utilities, see the discussion in the Advanced Path General Characteristics section on Utility Data. Note that utility information is required in order for the tool to produce the most accurate calculations, so for best results enter either monthly or annual data. Monthly and annual utility data achieve the same level of accuracy.

Advanced PathThe Advanced Path requires the same basic building information as the EZ Path (e.g., “Stove/Range Fuel Type”); however, the Utility Bill data has already been entered in the prior General Characteristics screen. In the Advanced Path, review or populate the following fields, then assess the preliminary ‘Benchmarking Results’ provided by the tool.


Data Sources

On-site utility bill records (may need to contact the utility for these records)

Unit converter: various online resources (Google, Bing, etc.)

Building or plan inspection to determine laundry access and elevator presence

Benchmarking FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.

Is this a multifamily walkup building? Select ‘Yes,’ ‘No,’ or ‘Do Not Know’ from the drop-down menu. Most multifamily walkup buildings have the following characteristics:

o Do not have an elevator,o Multiple units located on multiple floors, o Entryways where multiple tenants enter the building from the same location (such as

interior vestibules or corridors), and o Interior and/or Exterior steps for access to higher level floors.

Does this building have a central laundry facility? Select ‘Yes,’ ‘No,’ or ‘Do Not Know’ from the drop-down menu. Many multifamily buildings have shared laundry room facilities that are often located in a basement or common area.

o For buildings with washers and dryers located in a common area, select ‘Yes.’o For buildings with where washers and dryers are located in the units, select ‘No.’

Note: Another section in the tool dedicated to clothes washers will request additional information on the equipment type and age.

How many units in this building have in-unit laundry hookups or access to a central laundry? Enter the total number of units in the building that have either (a) access to central laundry facilities or (b) in-unit laundry appliances. For buildings with central laundry facilities, this will be equal to the total number of units in the building, but should not exceed that number.

What type of fuel is used by the stoves or ranges? Select whether the majority of the stoves or range units in the building use electricity or natural gas.

Does this building have an elevator? Select either ‘Yes’ or ‘No’ to indicate if the building has an elevator.

A. Do you have monthly utility data? (EZ Path only) Select either ‘Yes’ or ‘No’ according to whether you have monthly utility bills, and prefer to enter monthly rather than annual data. If you select ‘No’, proceed to Option B. If you select ‘Yes,’ the following screen appears:


Note: You need a minimum of 12 months of utility bill data in order to input bills on a monthly basis; however, 13 months of bills may be more accurate because bills dates may not align in such a way that they cover consumption from the first of the month to the last of the month.

1. Select the utility for which you would like to input monthly data (Electricity, Gas, Oil, or Water).

2. Select ‘Owner’ or ‘Tenant’ when prompted by the question ‘Who pays this bill?’ The following screen will appear. For more detail on owner and tenant utility data entry.

3. Enter the appropriate data for each month. You can begin to enter the most recent bill information in the first row, then select ‘Auto Fill Dates’ to set the dates on the older bills, (which can be overridden if necessary).

4. Select ‘Save Data’ after you have finished the entering the monthly data and you will be prompted to enter other monthly utility bills.

5. Select ‘Yes’ if you would like to select another utility bill type or select ‘No’ if you would like to return to the Benchmarking screen.

6. Select ‘Next Screen – Benchmarking Results’ when you are ready to view the results of the benchmarking section of the tool.

B. Do you have Annual Utility Data? (EZ Path only) Select either ‘Yes’ or ‘No’ according to if you have a year’s worth of utility bill data. If you select ‘No,’ proceed to Option C. If you select ‘Yes,’ the following inputs appears:


Note : If you have previously entered monthly data into the tool it will automatically override any data you input into the annual utility data fields.

1. Enter the total annual consumption for each of the appropriate utilities in the units listed, converting units as necessary.

2. If you do not have either owner or tenant data enter ‘0’ in the field provided.

3. Select ‘Next Screen – Benchmarking Results’ when you are ready to view the results of the benchmarking section of the tool.

C. No utility data available, but additional building information can be provided: If you select ‘No’ for both ‘Do You Have Monthly Utility Bill Data?’ and ‘Do You Have Annual Utility Bill Data?’, a new set of fields appears at the bottom of the screen. This information is used to estimate the building’s energy usage. A listing and description of each field can be found below. You may want to review maintenance or purchasing records to help answer these questions or consult with a senior staff member who has historical knowledge of the building.

Note: While the tool can benchmark your building and calculate savings without utility data, the results may not be specific to your building as the tool projections will not be calibrated to your building’s actual energy consumption. It is highly recommended that you provide utility data in order to get the upgrade packages that are calibrated for your building, and to receive accurate benchmarking results.

Have the heating systems been replaced in the last 20 years? Select ‘Yes’ if the central heating system has been replaced within the last 20 years. Select ‘No’ if this system has not been replaced or ‘Do Not Know’ if you are unsure.

Have the cooling systems been replaced in the last 20 years? Select ‘Yes’ if the central cooling system has been replaced within the last 20 years. Select ‘No’ if this system has not been replaced or ‘Do Not Know’ if you are unsure.

Have the hot water systems been replaced in the last 20 years? Select ‘Yes’ if the central domestic hot water system has been replaced within the last 20 years. Select ‘No’ if this system has not been replaced or ‘Do Not Know’ if you are unsure.


Have the windows been replaced in the last 20 years? Select ‘Yes’ if a majority of the building’s windows have been replaced within the last 20 years, ‘No’ if they have not been replaced, or ‘Do Not Know’ if you are unsure.

Has the building’s insulation been improved in the last 20 years? Select ‘Yes’ if any upgrades have been made to the insulation of the building. This may have occurred during a previous upgrade project or rehabilitation of the building. Select ‘No’ if the insulation has not been upgraded or ‘Do Not Know’ if you are unsure.

Does the building have low-flow fixtures? Low-flow faucets and showerheads are assumed to have an average flow rate between 1.5 and 2 gallons per minute respectively. Any faucets or showerheads above this threshold are not considered low-flow fixtures. Select ‘Yes’ if a majority of the building’s faucets and showerheads are low-flow, ‘No’ if they are not, or ‘Do Not Know’ if you are unsure.

What is the primary type of lighting in the common area? Select ‘Mostly Incandescent,’ ‘Mostly CFL,’ or ‘Mostly LED’ depending on the primary lighting type used in common areas in the building.

Does the common area lighting have sensors or occupancy controls? Select ‘Yes,’ ‘No,’ or ‘Do Not Know’ depending on if the majority of the common area lights are equipped with occupancy sensors.

Have you performed duct sealing in the last 10 years? Select ‘Yes’ if your building has undergone upgrades in the past 10 years that specifically addressed duct leakage, ‘No’ if not, or ‘Do Not Know’ if you are unsure.

Have you performed air sealing in the last 10 years? Select ‘Yes’ if your building has undergone upgrades in the past 10 years that specifically addressed air sealing. A detailed explanation of the various levels of air sealing upgrades is available in the ‘Envelope’ section of the User Guide. Select ‘No’ if these options are not applicable or ‘Do Not Know’ if you are unsure as to whether or not upgrades have been made.


Benchmarking ResultsAfter entering your building’s information and utility data as described in the General

Characteristics and Benchmarking screens, you receive the initial ‘Benchmarking Results’ for your building. These results provide an assessment of the energy and water savings potential for your building based on a comparison with similar buildings in your area based on climate-specific energy models from the Department of Energy. EZ Retrofit makes this determination based on two metrics:

1. Site energy use intensity (EUI) and,

2. Site water use intensity (WUI).

These metrics are determined by calculating your building’s energy and water use as a function of the size of the building. The lower the value, the less energy and water a building uses per square foot.

EZ PathBuildings are categorized as having either the potential for significant energy and water savings through upgrades or as being fairly efficiently already and has limited upgrade opportunity. Even buildings that are already operating fairly efficiently can still benefit from entering data into the tool. Almost every building has some type of opportunity to improve energy and water efficiency and EZ Retrofit can help you to identify some of the most cost effective upgrades.

Two possible results are illustrated below:

Significant Upgrade Opportunity Limited Upgrade Opportunity

Note : If you do not provide actual utility data, the ‘Site Energy Utilization Intensity’ and ‘Site Water Utilization Intensity’ scores will not be shown. However, the tool will still provide a list of suggested upgrades as well as an estimate of the energy and water savings potential of your building.

Advanced PathThe Benchmarking Results appear on the General Characteristics and Benchmarking Results screen in the Advanced Path. As shown in the image below, this building is already energy efficient as compared to a similar building, but it appears likely that there are opportunities to reduce its water usage.


Envelope EZ Retrofit uses information about the building’s envelope to calculate savings opportunities related to Heating, Cooling, and Ventilation systems. The EZ Path takes a simplified approach

under the assumption that there is not significant variation in the envelope for different sections of the building. The Advanced Path allows you to use the Envelope screen to establish multiple HVAC zones (i.e., portions of the building served by different heating and cooling systems) with different envelope characteristics for each zone. In the Advanced Path, the Envelope (HVAC Zones) screen also is where you establish names for your various heating and cooling systems.

Choose the EZ Retrofit path best suited to your building’s heating and cooling configuration. If using the EZ Path to enter envelope information, you will need to use the EZ Path to enter heating and cooling system data as well. If you use the Advanced Path to enter envelope data, you will need to use the Advanced Path to enter heating and cooling system data as well.

EZ PathOne of the most complicated features in any multifamily building is the heating and cooling system. A building’s HVAC system might include multiple units that serve common spaces as well as numerous systems serving individual units. The EZ Path simplifies the process for entering information about the heating and cooling equipment in your building, but in doing so also limits your ability to specify which parts of the building that equipment serves. Use the EZ Path to enter Envelope information if you do not wish to associate different heating and cooling systems with different HVAC Zones.

The Envelope section in the EZ Path defines the building shell and requests information to evaluate air sealing opportunities. Here you will enter information about the building’s shape, wall and windows, and any recent renovations. Using this information, EZ Retrofit evaluates the effectiveness of your building to retain heat in the winter and to prevent heat gain in the summer.

Note: Items related to the building’s envelope and air sealing are addressed in separate sections of the Advanced Path but are both considered in the ‘Envelope’ section of the EZ Path.

Advanced PathTo accurately represent more complex HVAC systems, you need to identify all heating and cooling systems in your building and specify which areas of your building are associated with each.


Data Sources

Building plans

Maintenance Records

Purchasing Records

Previous Energy Audits

Visual inspection and/or measurement of building shape, wall type, and window area

The tool uses the cooling and heating system names you enter on the ‘Envelope’ screen to create drop-down menus on subsequent screens (i.e., heating and cooling systems are named on the Envelope screen and not on the Heating & Cooling screen).

The Advanced Path allows you to enter more detail about the heating and cooling systems in your building or replace information about your HVAC systems that you previously entered in the EZ Path (see Part I below).

Note: You only need to follow the steps in Part I (in the section below) if you have previously entered data using the EZ Path and want to make changes to that data. If you are using the Advanced Path to enter data from the beginning instead of the EZ Path you can begin with Part II.

Also, if in the Advanced Path you list multiple building areas/zones that are served by a single heating or cooling system, be sure to enter the system name in exactly the same way each time it is listed. For a heat pump, this includes entering the system name in exactly the same way in both the cooling and heating system columns.

Part I: Removing HVAC data entered from the EZ Path

The Advanced Path allows you to enter more detailed HVAC data than the EZ Path. For example, the Advanced Path allows you to enter multiple central systems whereas the EZ Path allows only one central system. You might also want to be more specific about the sections of the building served by a particular HVAC system. For example, you might have a zoned air conditioning system with three units each serving the ‘Top-Floor Apartments,’ ‘Middle-Floor Apartments,’ and ‘Bottom-Floor Apartments’ respectively. You can use the Advanced Path to associate each of these units with a section of the building envelope (important for calculating heating and cooling load) and the square footage of the area served by those units.

In either case, entering envelope and HVAC data in the Advanced Path requires that you first clear any data related to the building’s envelope and HVAC systems that was previously entered in the EZ Path. This is necessary because the EZ and Advanced Paths use different methods for calculating envelope and heating and cooling related savings opportunities.

If you are ready to proceed, on the ‘Envelope’ screen, click the button titled ‘Remove All HVAC Data Entered from the EZ Path’ before introducing a new envelope section. This deletes any data you entered in the ‘Envelope’, ‘Heating & Cooling,’ and ‘Duct Sealing’ sections of the EZ Path.


Part II: Entering ‘Envelope’ data

In the Advanced Path, you must create separate building envelope sections for each of the HVAC systems that serve your building. Again, the purpose of this process is to more accurately account for the square footage of the building served by each HVAC system. The number of envelope sections (i.e., rows) you need to create depends on whether the HVAC system you plan to enter serves the entire building or only portion of the building. HVAC systems that provide both heating AND cooling to the entire building only require that you create one new envelope section (i.e., new row). Create a new envelope section for each ‘Location’ served by a unique cooling system or unique heating system.

Envelope FieldsCurrent Building Features - EZ Path OnlyThe following fields are used to collect information about the features of your current building.

General Building Shape : Click on the image that is the closest match to your building’s shape. The name of the selected shape will appear in the associated text box.

o Squareo Rectangleo T or L-Shape

If you select Rectangle, you will be prompted to answer ‘Yes’ or ‘No’ as to whether the longer wall faces south. This information is an important input for calculating the heating and cooling requirements for the building.

Wall Type : Select the type and thickness of the exterior wall material. ‘Hollow’ walls typically feature traditional stud construction and usually include insulation in the cavity between inner and outer walls. The outer wall may have a brick veneer or vinyl siding. ‘Solid’ walls are typically constructed out of concrete or brick and do not have a cavity between the inner and outer walls.

Note: You can only enter one type of exterior wall into the tool in the EZ Path. When investigating your exterior walls, select a wall type that is representative of the typical exterior wall type for your building. For example, most basements have solid walls while above grade walls are hollow, so using an unfinished area in the basement may not be representative of a typical exterior wall. In the aforementioned example you should select ‘Hollow’ as your wall type.

There are a variety of methods available to determine your exterior wall type, including:

o Visual inspection: One method to determine wall type is to visually inspect an unfinished part of your building where the exterior wall type is exposed and where the wall does not have sheetrock or another type of wall finish.

o Using a stud finder: Use a stud finder to determine whether or not the exterior walls contain studs. If a stud is located, the walls are probably hollow as solid walls do not have studs.

o Remove the wall plates: Remove the wall plates of electrical outlets or other types of access panels that are located on exterior walls. You can sometimes see the wall construction type when those covers are removed.


If the walls are hollow, you also need to determine the wall thickness in inches. This can be estimated by using a measuring tape on an exterior doorway and is an important input for determining the wall’s resistance to heat transfer. Finally, determine if the exterior wall is covered by a brick façade or vinyl siding.

Options for exterior wall type:

o 4” – Hollow – Brick Facadeo 6” – Hollow – Brick Facadeo 8” – Hollow – Brick Facadeo 10” – Hollow – Brick Facadeo 4” – Hollow – Vinyl Sidingo 6” – Hollow – Vinyl Sidingo 8” – Hollow – Vinyl Sidingo 10” – Hollow – Vinyl Sidingo Solid

Window Type : Select the predominant type of window for your building. Information on different window types can be found on the Department of Energy website at http://energy.gov/energysaver/articles/window-types.

o Double-Pane, Clear; Aluminum Frameo Double-Pane, Clear: Wood/Vinyl Frameo Double-Pane, Tinted; Aluminum Frameo Double-Pane, Tinted; Wood/Vinyl Frameo Single-Pane, Clear; Aluminum Frameo Single-Pane, Clear; Wood/Vinyl Frameo Single-Pane, Tinted; Aluminum Frameo Single-Pane, Tinted; Wood/Vinyl Frame

Window Area : Select the appropriate range of window area as a percentage of the exterior wall area. Options are:

o Very Small (less than 11% of Wall Area)o Less (11%-14% of Wall Area)o Normal (15%-18% of Wall Area)o More (19%-23% of Wall Area)o Lots of Window (greater than 23% of Wall Area)

To estimate window area as a percentage of exterior wall area, select a representative exterior wall and follow the instructions below:

A. Calculate the area of an average window: ____ sq. ft.

B. Count the number of windows on a single exterior wall: ____ windows

C. Multiply line A by line B to calculate the total window area: ____ sq. ft.

D. Calculate the area of the wall:* ____ sq. ft.

E. Divide line C by line D to calculate the % window area:** ____ %


http://energy.gov/energysaver/articles/window-types

* Use an entire exterior wall of the building, not just the wall of a single apartment. It is not necessary to capture small bumps, pop-outs, or projections in the façade when calculating wall area.

** If unsure of building height, multiply the number of stories in the building by 10 ft.

Do you have a blower door test score for this building ? Select ‘Yes’ if blower door test results are available. An additional field appears to capture the results of that test.

If an energy professional has not performed a blower door test, select ‘No’ and complete the additional fields shown and described below.

Has the building undergone any air sealing improvements since it was constructed?

o No

o Yes – Major ImprovementsMajor improvements are improvements that significantly reduce the air leakage in the building. These may include major insulation improvements, window replacements, or treatment of major holes and bypasses. Major improvements usually require a significant amount of work that takes several days for a professional crew to complete and typically cost in the range of $10,000 or more (depending on the size of the building).

o Yes – Moderate ImprovementsModerate improvements include at least one of the retrofits listed under ‘Major Improvements’ above or an improvement that requires an equivalent level of effort. Moderate improvements are normally completed by a professional over the course of a day or two and cost in the range of a few thousand dollars (depending on the size of the building).

o Yes – Minor ImprovementsMinor improvements include the occasional work performed by a building’s maintenance or operations staff to seal gaps around doors and windows that are often done at a minimal cost.

When were the most recent air sealing improvements completed?

o No Improvemento Older Than 20 Years


o 10-20 Years Oldo 5-10 Yearso Less Than 5 Years

After determining how many envelope sections you will need to enter, you can then proceed to fill in the fields in the ‘Current Envelope’ table of the Advanced Path.

Current Building Features - Advanced Path OnlyThe following fields are used to collect information about the features of your current building.

Location Notes : Use this field to add notes that will appear on the ‘Results – All Measures’ screens and can help you to differentiate your various HVAC systems. These notes are not required for the tool to perform calculations, so you can leave the field blank if you wish.

HVAC Zone : For each HVAC system you plan to enter, create a new HVAC Zone name per the guidance above. You may consider using generic names for each envelope section (or zones) starting with ‘EN1’ and proceeding to ‘EN2,’ ‘EN3,’ etc.

HVAC Zone Location : Select the name of the location that best matches the space served by the HVAC system you plan to enter. If the system serves the whole building select ‘Whole-Building’, otherwise select the location that most closely matches the location the system serves.

Total Conditioned Space Area (sq. ft.) : Enter the square footage served by the HVAC system you plan to enter.

Name of Cooling System That Is Serving the Space : Create a name for the HVAC system that provides cooling to the space entered under the ‘Location’ column. This name will appear in a drop-down menu on the ‘Heating & Cooling’ screen of the Advanced Path.

Name of Heating System That Is Serving the Space : Create a name for the HVAC system that provides heating to the space entered under the ‘Location’ column. This name will appear in a drop-down menu on the ‘Heating & Cooling’ screen of the Advanced Path.

Exterior Wall 1 – Wall 4 : Enter information about the exterior walls in the building. Do not include interior walls or window areas.

o Orientation: Enter the orientation of each of the four walls of the building.o Area (sq. ft.): Enter the square footage of each wall, minus the area of the windows. o For additional walls, aggregate the information into the four wall tables available.

Note: When entering a system that serves a location other than the ‘Whole-Building,’ only include the square footage of the exterior wall associated with that space. For example, if you selected ‘Middle-Floor Apartments’ for ‘Location,’ you would only enter the square footage of the exterior walls of all of those apartments and put ‘0’ for the square footage of the interior walls. If the space you are entering has no exterior walls (an interior office or an interior common space), put ‘0’ for the square footage ‘Wall 1’ – ‘Wall 4.’

o Type: A full listing and description of wall types is available on page 41.

Window 1 – Window 4 : Enter information about the exterior windows in the building. Do not include interior windows.


o Orientation: This should match the ‘Orientation’ selected for ‘Wall 1’ – ‘Wall 4.’o Area (sq. ft.): List the combined square footage of the exterior windows on each wall.o For additional windows, aggregate the information into the four tables available.

Note: When entering a system that serves a location other than the ‘Whole-Building,’ only include the square footage of the exterior windows associated with that space. For example, if you selected ‘Middle-Floor Apartments’ for ‘Location,’ you would only enter the square footage of the exterior windows of those apartments and put ‘0’ for the square footage of the interior windows. If the space you are entering has no exterior windows (an interior office or an interior common space), put ‘0’ for the square footage of ‘Window 1’ – ‘Window 4.’

o Type: A full listing and description of window types is available on page 41.

Door : Enter information on the building’s exterior doors.

o Orientation: This should match the ‘Orientation’ selected for ‘Wall 1’ – ‘Wall 4.’o Area (Sq. Ft): List the combined square footage of each exterior door.o Type: Choose either ‘Solid’ or ‘Hollow’ depending on the door’s structure.o For additional doors, aggregate the information into the table.

Air Infiltration: A description of these four fields can be found on page 42.

Part III: Entering ‘Heating and Cooling System’ data

After you have created the appropriate envelope sections or zones for each of the HVAC systems you plan to enter into the tool and you see a green checkmark next to Envelope on the left navigation bar, you can move on to the ‘Heating & Cooling’ section of the Advanced Path and enter the actual systems. You should create a new row for each HVAC system based on the envelope sections you previously entered on the ‘Envelope’ screen.

Note: The HVAC system names you entered on the ‘Envelope’ screen will appear in the drop-down menus on the ‘Heating & Cooling’ screen once you select the ‘System Category.’ The envelope sections and HVAC systems you enter using the steps listed above will also appear on the ‘Lighting,’ ‘Air Sealing,’ and ‘Duct Sealing’ screens. If at any point you change the names of the systems on the Envelope screen, you will need to update your selections from the dropdown menus on the subsequent screens.


Heating and Cooling SystemIn order to account for the wide diversity of HVAC systems in multifamily housing stock, EZ Retrofit allows you to input both central and individual heating and cooling systems. You may also choose to input multiple heating and cooling systems if they exist in the building.

For buildings with only one heating or cooling system, complete all the fields and then click the ‘Domestic Hot Water’ button to continue. If you have multiple systems that you consider to be central systems, either enter one representative ‘Central’ system using the guidance on the next page in the ‘Is this a central or individual system?’ field description or see page 39 for information on how to enter multiple central systems in the Advanced Path.

Note: While you can replace HVAC system information entered in the EZ Path with more detailed information in the Advanced Path, this requires clearing data entered in the EZ Path. We recommend you follow the guidance on the next page as closely as possible when deciding how best to enter the HVAC systems in your building.

EZ Path For buildings that have more than one heating or cooling system, select ‘Individual’ for each system, complete all of the remaining fields, and then click ‘Add Another Heating & Cooling System’ and repeat this process until all systems have been entered. You can use the EZ Retrofit Checklist to keep track of which systems have been entered into the tool. Once all heating and cooling systems have been entered, click the ‘Next Measure Category - Domestic Hot Water’ button to continue.

Central Systems Individual Systems


Data Sources

Maintenance Records

Purchasing Records

Manuals and literature provided when system was purchased

Visual inspection – walking the building to count individual systems may be necessary

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Heating and Cooling information into the tool using the EZ Path it will appear on this screen. Edit or update the current information if needed. If you have more than one system, add a descriptive system name in the ‘Location Notes’ field to distinguish each system and track them separately throughout the tool. Clear and enter, or update information about any additional systems that you did not enter on the EZ Path.

Advanced Path Users. Enter information about your Heating and Cooling system(s), using one row on the table for each system. Use the red plus (+) or minus (-) icons to add and subtract rows for additional systems. Choose a descriptive name in the ‘Location Notes’ field to distinguish each system.

Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. If you have specific data for your building’s heating and cooling systems, follow the instructions for ‘Changing Default Assumptions’ to adjust these specifications to better reflect the characteristics of your systems. For example, if you know the capacity of the system identified, replace the tool’s auto-populated capacity assumption number with the correct number for your system.

SavingsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much energy and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Heating and Cooling System FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.


Who pays the utility bills? Select ’Owner‘ or ‘Tenant’

System Category : Select the type of system you would like to enter. The options include:

o Cooling Systemo Heating Systemo Heat Pump (combined heating and cooling)

Is this a central or individual system? (EZ Path Only)

o Central: Select Central if you have only one heating or cooling system that serves the whole building. Within the EZ Path, you can only enter one central heating and one central cooling system. If a building has more than one system that you consider to be central, these systems should be entered as one representative ‘Central’ system in the EZ Path. Within the Advanced Path, you can enter multiple central systems. Refer to the Advanced Path guidance on page 39 for additional instructions on how to do this.

o Individual: Select ‘Individual’ any time you have more than one heating or cooling system. Individual systems may serve a single apartment, a group of apartments, or one or more common spaces.

An example of a system serving a single apartment might be Packaged Terminal Heat Pump (PTHP) installed in each unit that provides cooling and heating to that space.

An example of a system serving one or more common spaces might be a Ducted Split System Air Conditioner that provides cooling to a community room and an office space but not to the rest of the building.

Once you have selected ‘Individual,’ a number of additional fields will appear. Further guidance on these fields can be found in the section titled ‘Additional Fields for Individual Systems’ on page 54.

Central/Individual System Name: (EZ Path Only) If you selected ‘Central’ for the first field, the tool will automatically populate the System Name field with ‘Your Predominant Heating System’ or ‘Your Predominant Cooling System’. If you are entering an individual system, enter any unique name in the field to help distinguish this system from other similar systems in the building.

Note: The system names that you enter in this section will appear in the ‘Lighting,’ ‘Air Sealing,’ and ‘Duct Sealing’ sections, so choose a unique name that you will easily identify.

System Name: (Advanced Path Only) Select from a drop-down list of the heating and cooling system names that you identified in the Envelope screen. This field is not editable as it is drawing information from the Envelope screen. If you wish to enter additional heating and cooling systems, follow the instructions in the Envelope section for entering envelope sections for each heating and cooling system.

System Type: Select the type of system you would like to enter from the drop-down list. The names of common heating and cooling systems are shown in the table below and descriptions of each are included in Appendix A. This field presents different options depending on the selected System Category.


Cooling System Heating System Heat PumpRoom Air Conditioner Baseboard Electric Resistance Air Source Heat PumpDucted Split System, Air Conditioner Boiler – Gas Water Source Heat PumpPackaged Terminal Air Conditioner Boiler – Oil Packaged Terminal Heat PumpAir Cooled Chiller Furnace – Gas Ductless Mini-split Heat PumpWater Cooled Chiller Furnace – OilRoof Top Unit with Economizer Furnace – ElectricRoof Top Unit without Economizer

Note: If your heat source is electric resistance, select Heat Pump and adjust the heating efficiency to Heating Seasonal Performance Factor (HSPF) of 3.412 or Coefficient of Performance (COP) of 1, by using the User Inputs within the Advanced Path. If your heat is gas fired, create separate cooling and heating systems, (e.g. Rooftop Unit for the cooling and a gas furnace for heating). In this scenario, it is recommended that you review the tool’s efficiency assumptions and refine them, if possible.

System Age: Select the approximate age range for the system you are entering. If the age is unknown, you can check to see if the model and manufacturer information is on the unit label. This information should include the Air Conditioning, Heating, and Refrigeration Institute (AHRI) number that can be tracked through the AHRI directory at www.ahridirectory.org. Information on how to find the AHRI number and use the AHRI directory is available on the following website: http://nicorgasrebates.com/index.php/heer/contractor/csr-ahri.

o After 2006o 2001-2006o 1991-2000o 1985-1990o Before 1985

What percentage of units served by this system has a programmable thermostat? (EZ Path Only) Programmable thermostats can be set to use less energy during selected times of the day such as during work hours, when the occupant(s) may not be at home. Select the percent range that reflects your estimate of what percentage of units in the building have programmable thermostats using the ranges below.

o None o Yes - <25% of Unitso Yes – 25%-49% of Unitso Yes – 50%-74% of Unitso Yes – 75%-99% of Unitso Yes – All Units

How many HVAC systems of this type are in the building? (EZ Path Only) Enter the total number of this type of individual systems in the building. For example, if each apartment unit contains one packaged terminal air conditioner, or PTAC, the quantity will equal the total number of apartment units.

Quantity? (Advanced Path Only) The tool will calculate the system capacity to meet the requirement of the entire zone introduced in the Envelope screen. Therefore, the quantity of


http://nicorgasrebates.com/index.php/heer/contractor/csr-ahri

http://www.ahridirectory.org/

HVAC systems should be entered as “1” if the system capacity is calculated by the tool. For example, if a single thermal zone includes 60 apartment units with 60 similar heating systems, the quantity of the system should be “1” since the system size will be calculated to heat the entire zone. The Advanced Path does not differentiate between individual and central systems.

Does this system serve an interior zone? This question is available for Individual systems only. Select Yes or No depending on whether or not the system serves an interior space of the building that does not have any exteriors walls.

Advanced Path User InputsCurrent Heating & Cooling Systems – User Inputs:

Location Notes : The ‘Location Notes’ added to the Current System Characteristics table appears for each system.

System Type: The System Type identified in the Current System Characteristics table is automatically populated here.

System Capacity: Enter the system capacity of the system you are entering. Capacity can be entered in terms of Btu/h, kBtu/h, or tons. If you are unsure of the capacity of your system, this information often can be found in a system manual or by inspecting the nameplate on the unit itself. Many outdoor units for heat pumps and air conditioners have a nameplate on the exterior of the unit with a model number that indicates the system capacity in tons, for example:

A 1 ton system will have “12” or “12000” in the model number. A 1.5 ton system will have “18” or “18000” in the model number. A 2 ton system will have “24” or “24000” in the model number. A 2.5 ton system will have “30” or “30000” in the model number. A 3 ton system will have “36” or “36000” in the model number.

Unit of Capacity:

Btu/h KBtu/h Ton

Cooling System Efficiency: Provide the efficiency rating of the system described in this row.

Unit of Cooling Efficiency: Select from the drop-down either SEER (Seasonal Energy Efficiency Ratio), EER (Energy Efficiency Ratio), or COP (Coefficient of Performance).

Heating System Efficiency: Provide the efficiency rating of the system described in this row.

Unit of Heating Efficiency: Select from the drop-down either HSPF (Heating Seasonal Performance Factor), COP (Coefficient of Performance), or AFUE (Annual Fuel Utilization Efficiency). Please select AFUE as the Unit of Heating Efficiency for Furnace and Boiler.

Systems to Consider When Making this Recommendation: This field provides a drop-down list of the different possible upgrade options that the user could evaluate for a particular system.

Custom Proposed Heating & Cooling Systems: System Model/Name: Enter your proposed system model or name.


System Type: Select the System Type from the drop-down that most closely aligns with the system you are describing in this row.

System Capacity: Enter the system capacity of the system you are entering. Capacity can be entered in terms of Btu/h, kBtu/h, or tons. If you are unsure of the capacity of your system, this information often can be found in a system manual or by inspecting the nameplate on the unit itself. Many outdoor units for heat pumps and air conditioners have a nameplate on the exterior of the unit with a model number that indicates the system capacity in tons, for example:

A 1 ton system will have “12” or “12000” in the model number. A 1.5 ton system will have “18” or “18000” in the model number. A 2 ton system will have “24” or “24000” in the model number. A 2.5 ton system will have “30” or “30000” in the model number. A 3 ton system will have “36” or “36000” in the model number.

Unit of Capacity:

Btu/h KBtu/h Ton

Cooling System Efficiency: Provide the efficiency rating of the system described in this row.

Unit of Cooling Efficiency: Select from the drop-down either SEER (Seasonal Energy Efficiency Ratio), EER (Energy Efficiency Ratio), or COP (Coefficient of Performance).

Heating System Efficiency: Provide the efficiency rating of the system described in this row.

Unit of Heating Efficiency: Select from the drop-down either HSPF (Heating Seasonal Performance Factor), COP (Coefficient of Performance), or AFUE (Annual Fuel Utilization Efficiency). Please select AFUE as the Unit of Heating Efficiency for Furnace and Boiler.


Domestic Hot Water (DHW)This section of the tool asks for information on the current water heater systems within your building. You can enter both central

and individual domestic hot water systems. You also may input multiple domestic hot water systems if they exist in the building.

EZ Path For buildings with only one domestic hot water system (i.e., only one central hot water boiler), complete all the fields and then click the ‘Next Measure Category - Clothes Washer’ button to continue.

For buildings that have more than one domestic hot water system, complete all the fields for the first system and then click ‘Add Another DHW System.’ You can use the EZ Retrofit Checklist to keep track of which systems have been entered into the tool.

If your building has separate water heaters for each unit, and a water heater for a common area, such as a laundry room, you can include the common area water heater as an individual system in the Advanced Path. In the Advanced Path, review the tool’s key assumptions (e.g. tank size, total hot water user per day, etc.) and refine them as needed. You don’t need to select a number of bedrooms when you ultimately refine the tank size or hot water use per day.

Central Systems Individual Systems

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered DHW information using the EZ Path it appears on this screen. Edit or update the current information if needed. Especially if you have more than one DHW system, add a


Data Sources

Maintenance records

Purchasing records

Visual inspection

descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional DHW systems that you did not enter on the EZ Path.

Advanced Path Users. Enter information about your DHW system(s), using one row on the table for each system. Use the red plus (+) or minus (-) icons to add and subtract rows for additional systems. Choose a descriptive name in the ‘Location Notes’ field to distinguish each system.

Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the tank size of the system identified, replace the tool’s auto-populated tank size assumption number with the correct number for your system.

Proposed System Savings and SavingsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much energy and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Domestic Hot Water FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.

Who pays the utility bills? Select ‘Owner’ or ‘Tenant’ System Name: Enter a unique name for the system you are entering. The names you enter here

appear later in the tool, so it is helpful to select a name that makes the system easy to identify.

DHW System Category:

o Individual: Select this option if the system you are entering is an individual, in-unit system (for example, an individual in-unit hot water heater).

o Central – Serve DHW only: Select this option if you only have one central domestic hot water system. If your building has more than one central hot water system, these systems should be entered as a one system to represent all central hot water systems. If using the Advanced Path, you can enter more than one central hot water system.

o Central – Serve Space Heating & DHW: Select this option if a single central system serves the entire building for both DHW and space heating. If using the Advanced Path, you can enter more than one central hot water system.

DHW System Type: The drop-down options offered under DHW System Type vary depending on what option you selected under the DHW System Category above.


Note: The term ‘Direct’ is used to describe a system where the heat source and the storage tank are combined and part of one integrated unit. The term ‘Indirect’ is used to describe a system where the heat source and the storage tank are two separate units. In indirect systems, water is heated in one unit and circulated to and from a separate storage tank.

o Individual: Standard Electric Storage Tank Standard Gas Storage Tank

o Central – Serve DHW only: Direct Electric Storage Tank Direct Gas Storage Tank Direct Oil Storage Tank Indirect Gas Storage Tank Indirect Oil Storage Tank

o Central – Serve Space Heating: Gas – Shared w/Heating Oil – Shared w/Heating

DHW System Age: Select the appropriate range for your DHW system’s age from the drop-down list. Nearly all modern hot water heaters (regardless of fuel type) have data tags or stickers that indicate the year and month of manufacture. If the year of the boiler and the year of the storage tank are not the same, use the year of the boiler.

o After 2006o 1996-2005o 1986-1995o Before 1985

Are current showerheads low flow showerheads? Select the percentage of showerheads in the building that are low flow. Low flow showerheads are assumed to have an average flow rate of 2 gallons per minute (gpm). Any showerheads above this threshold are not considered low flow.

o Noo Yes - <25% of Unitso Yes – 25%-49% of Unitso Yes – 50-74% of Unitso Yes – 75-99% of Unitso Yes – All Units

Are current bathroom faucets low flow faucets? Select the percentage of bathroom faucets in the building that are low flow. Low flow faucets are assumed to have an average flow rate of 1.5 gallons per minute (gpm). Any faucets above this threshold are not considered low flow faucets.



Are current kitchen faucets low flow faucets? Select the percentage of kitchen faucets in the building that are low flow. Low flow faucets are assumed to have an average flow rate of 1.5 gallons per minute (gpm). Any faucets above this threshold are not considered low flow faucets.


Is the DHW tank currently insulated? Select the appropriate response from the drop-down according to the quality of the insulation (if any) on the DHW tank. Proper DHW tank insulation is continuous with no gaps or compression. If you see gaps or compression, choose one of the “Poorly Insulated” options. If you are unsure of the thickness of the DHW tank insulation, you can use a measuring tape to estimate the thickness. If your DHW system does not have a separate storage tank or if the tank insulation is incorporated into the unit, select ‘Not applicable.’

o Not applicableo Noo Yes – Poorly Insulated w/ 3” Insulation (R-7)o Yes - Poorly Insulated w/ 6” Insulation (R-13)o Yes – Properly Insulated w/ 3” Insulation (R-11)o Yes – Properly Insulated w/ 6” Insulation (R-19)

Are the DHW pipes currently insulated? Select the appropriate response from the drop-down according to the quality of the insulation (if any) on the DHW pipes. Properly insulated DHW pipes have insulation that is continuous with no gaps or compression. If you see gaps or compression, choose one of the “Poorly Insulated” options. If you are unsure of the thickness of the DHW pipe insulation, you can use a measuring tape to estimate the thickness.

o Noo Yes – Poorly Insulated w/ 1” Insulation (R-1)o Yes - Poorly Insulated w/ 2” Insulation (R-2.5)o Yes – Properly Insulated w/ 1” Insulation (R-2)o Yes - Properly Insulated w/ 2” Insulation (R-4)

Additional Fields for Individual Systems

o How many apartment units are served by this type of DHW system?

All Units: Check the box for ‘All Units’ if this type of individual system exists in each unit. The total number of units in the building automatically populates.

Some Units: If some units are served by a central system and others are served by individual systems, enter the number of units that are served by individual systems.

o What is the average number of bedrooms per apartment? Enter the average number of bedrooms in the units served by individual DHW systems. Studio apartments count as ‘0’ bedrooms for the purposes of this calculation. For example, if there are 50 units with


individual DHW systems, 10 are studios, 30 have 1 BR and 20 have 2 bedrooms, the average would be calculated as ((10*0)+(30*1)+(20*2))/40), or 50/40=1.25. Round, and select “1.”

Do Not Know Studio 1 2 3 4 5

Advanced Path User InputsCurrent Water Heater Systems – User Inputs:


System Type: The System Type identified in the Current System Characteristics table is automatically populated here.

Tank Size: Enter the size of the tank as measured in Gallons.

Energy Factor: This is based on the amount of hot water produced per unit of fuel consumed over a typical day. The higher the energy factor, the more efficient the water heater, (e.g., a gas water heater may have an EF of .58).

Efficiency Recovery: This is the energy-to-hot-water conversion ratio, how efficiently the heat from the energy source is transferred to the water.

o For an electric water heater, the RE is 98%- 100%. o For gas water heaters the conversion rate is typically 76-78%, with high efficiency units

reaching 94%. This is because some energy must be left in the combustion byproducts to assure good venting.

Total Hot Water User per Day (Gallon): Enter the number of gallons used each day per household.

Hot Water Temperature Set Point: Enter the temperate to which your water heater is set.

Incoming Water Temperature: Enter the average temperature of the water that goes into the system. This can be estimated based on your average climate conditions.

R-Value of Current Insulative Jacket: This measures resistance to the flow of heat. The higher the R-value, the better it insulates per inch of thickness, (e.g., Fiberglass (loose) can have an R-Value of 2.2 - 2.9 per inch).

Height of Tank (ft.): Enter the height of the hot water tank in feet.

R-Value of Current Pipe Insulation: Enter the R-Value of the pipe insulation currently used.

Length of Insulated Pipe (ft.): Enter the length of pipe insulation in feet.

Diameter of Pipe (in): Enter the diameter of the pipe in inches.


Average Outside Air Temperature: Enter the temperature of the air around of system. (e.g., for in-unit water heater, it could be 70F. For central systems in mechanical rooms, it might be 100F)

Systems to Consider When Making this Recommendation: For systems with multiple retrofit options for any given existing system, you can choose to evaluate only certain retrofit options using this drop-down list.

Custom Proposed Water Heater Systems: System Model/Name: Enter your proposed system model or name.

Tank Size: Enter the size of the tank as measured in Gallons.

Energy Factor: This is based on the amount of hot water produced per unit of fuel consumed over a typical day. The higher the energy factor, the more efficient the water heater, (e.g., A gas water heater may have an EF of .58).

Efficiency Recovery: This is the energy-to-hot-water conversion ratio, how efficiently the heat from the energy source is transferred to the water.

o For an electric water heater, the RE is 98%-100%. o For gas water heaters the conversion rate is typically 76-78%, with high efficiency units


Custom Proposed Insulative Jacket & Pipe Insulation: System Model/Name: Enter your proposed system model or name.

R-Value of Current Insulative Jacket: This measures resistance to the flow of heat. The higher the R-value, the better it insulates per inch of thickness, (e.g., Fiberglass (loose) can have an R-Value of 2.2 - 2.9 per inch).

R-Value of Current Pipe Insulation: Enter the R-Value of the pipe insulation currently used.


Clothes Washers This screen allows you to enter multiple types of clothes washer units. It applies only to washers - the tool does not provide recommendations for dryer replacements. If you lease your washers and prefer not to assess their energy and water savings opportunities

at this time, you may skip this section and use the average consumption numbers provided on the Energy and Water Data Confirmation screen (see page 88) for calibration purposes. However, entering data about the current clothes washers helps the tool provide more accurate overall results and can provide valuable information about the savings opportunity. In addition, the energy and water savings estimates from the tool may be helpful as you renegotiate with a vendor in order to switch to a more efficient appliance.

EZ PathFor buildings with only one group or type of clothes washers (e.g., clothes washers located in a common laundry room that are all the same age), complete all the fields and then click the ‘Next Measure Category - Kitchen Appliances’ button to continue. If there are multiple laundry rooms in the building that have the same type and vintage of equipment, the equipment in these rooms may be aggregated into one group of clothes washers.

For buildings that have more than one group or type of clothes washer, complete all the fields for the first set of clothes washers and then click ‘Add Another Clothes Washer System’ in order to add additional groups. You can use the EZ Retrofit Checklist to keep track of which clothes washers have been entered into the tool.

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Clothes Washer information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.

Advanced Path Users. Enter information about your system(s), using one row on the table for each system. Use the red plus (+) or minus (-) icons to add and subtract rows for additional systems. Choose a descriptive name in the ‘Location Notes’ field to distinguish each system.

Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust


Data Sources

Maintenance records

Purchasing records

Visual inspection

these assumptions to better reflect the specifications of your systems. For example, if you know the capacity of the system identified, replace the tool’s auto-populated capacity assumption number with the correct number for your system.

Proposed System Savings and SpecificationsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much energy, water and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Clothes Washers FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.

Who pays the utility bills? Select ‘Owner’ or ‘Tenant’

Where are the washer(s) located? (EZ Path only) Select the location of the clothes washers: ‘Apartments’ or ‘Common Area’. This field is used to estimate the number of loads washed per week.

Space Type: (Advanced Path only) Select the location of the clothes washers: ‘Apartments’ or ‘Common Area’. This field is used to estimate the number of loads washed per week.

How many washers of this type are in the building/Quantity? To group washers by type, consider both where the washers are located, and the type/age of the washers themselves (see next field).

o If all of the washers are of a similar type/age, consider them a single clothes washer system. Enter the number of clothes washers that are located in the space selected in the previous question. For clothes washers located in the apartment units, the quantity will be equal to the total number of this type of washer in the building.

o If some washers are newer/more efficient than others, consider them different clothes washer systems. For example, if you recently upgraded washers in 10 of 40 individual units, you might create one system for 10 new ENERGY STAR washers, and another system for 30 Non-ENERGY STAR/1986-1995 washers in the tool.

Clothes Washer Type/Age: Select either ENERGY STAR qualified or Non-ENERGY STAR qualified for the type of washer you have. For ENERGY STAR washers, you do not have to enter the age. For Non-ENERGY STAR washers, select the typical age of the appliances for this group of clothes washers. If you do not know the age of the equipment, you can look for a manufacturer label, model number, or some other piece of identifying information on the unit itself. This information can be used to perform an internet search for the range of years that the unit was manufactured. If this approach does not yield any results, please take an educated guess as to the age of the appliance.

o NON-ENERGY STAR / After 2006


o NON-ENERGY STAR / 1996 - 2005o NON-ENERGY STAR / 1986 - 1995o NON-ENERGY STAR / Before 1985o Typical ENERGY STAR

Which DHW system serves the Clothes Washers? Use the drop-down menu to select the DHW system that serves this group of washers. (The drop down choices reflect the DHW systems you entered on the Domestic Hot Water screen)

What type of dryers do you have? Select the fuel used by the dryers that are associated with the washers you are entering. A simple way to tell the difference between electric and gas dryers is to look for a gas connection on the back of the dryer unit. Gas dryers have both an electric and a gas connection, whereas electric dryers only have a connection for electricity.

o Natural Gaso Electrico None

Advanced Path User InputsCurrent Clothes Washers – User Inputs:

Location Notes: The ‘Location Notes’ added to the Current System Characteristics table appears for each system.

Capacity (Cubic Feet): Enter the capacity of the clothes washing unit by cubic feet.

Modified Energy Factor (MEF): The energy performance metric for ENERGY STAR qualified clothes washers and all clothes washers. The higher the value, the more efficient the clothes washer is. The equation is shown below:

o MEF = C / M + E + D

Water Factor (WF): The present water performance metric that allows the comparison of clothes washer water consumption independent of clothes washer capacity. The lower the value, the more water efficient the clothes washer is. The equation is shown below:

o WF = Q/C

Rated Electricity Consumption (KWh/Year): Enter the kilowatt consumed per year.

Average Number of Loads per Week: Enter the average number of loads of laundry completed per year for all units.

Water Heater Recovery Efficiency: This is the energy-to-hot-water conversion ratio, how efficiently the heat from the energy source is transferred to the water.

o For an electric water heater, the RE is 98%-100%. o For gas water heaters the conversion rate is typically 76-78%, with high efficiency units


Custom Proposed Clothes Washers: System Model/Name: Enter your proposed system model or name.

Capacity (Cubic Feet): Enter the capacity of the clothes washing unit by cubic feet.


Modified Energy Factor (MEF): The energy performance metric for ENERGY STAR qualified clothes washers and all clothes washers. The higher the value, the more efficient the clothes washer is. The equation is shown below:

o MEF = C / M + E + D

Water Factor (WF): The present water performance metric that allows the comparison of clothes washer water consumption independent of clothes washer capacity. The lower the value, the more water efficient the clothes washer is. The equation is shown below:

o WF = Q/C



Kitchen AppliancesThis section allows you to input a range of kitchen appliances including refrigerators, freezers, and dishwashers.

EZ PathFor buildings with only one type of kitchen appliances (e.g., identical refrigerators in every unit and no other types of appliances), complete all the fields and then click the ‘Next Measure Category - Lighting’ button to continue.

For buildings that have more than one type of kitchen appliances, (e.g., both refrigerators and dishwashers; one type of appliance such as refrigerators, but some new and some older) complete all the fields for the first set of appliances and then click ‘Add Another Kitchen Appliances System’ in order to add additional groups of appliances. You can use the EZ Retrofit Checklist to keep track of which appliances have been entered into the tool.

Advanced PathCurrent System

CharacteristicsEZ Path Users. If you entered Kitchen Appliance information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.


Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the volume or capacity of the system identified, replace the tool’s auto-populated volume assumption number with the correct number for your system.


Data Sources

Maintenance records

Purchasing records

‘Domestic Hot Water’ section of EZ Retrofit

Visual inspection

Proposed System Savings and SpecificationsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much energy and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Kitchen Appliances FieldsCurrent Building Features (EZ Path and Advanced Path)The following fields are used to collect information about the features of your current building.


Appliance Type: Select the type of appliance you would like to enter.

o Refrigeratoro Freezer onlyo Dishwasher

Style of refrigerator/freezer OR the hot water system serving the dishwasher:

o Refrigerator1

Manual/partial auto-defrost refrigerator with or without freezer Auto-defrost refrigerator with or without top-mounted freezer

Side-by-side without through-the-door ice

Side-by-side with through-the-door ice

Bottom-mounted freezer without through-the-door ice

Bottom-mounted freezer with through-the-door ice

Other

o Freezer Chest Compact Chest

1 Photos courtesy of ENERGY STAR®: http://www.energystar.gov/index.cfm?fuseaction=refrig.calculator&


http://www.energystar.gov/index.cfm?fuseaction=refrig.calculator&

Upright (auto defrost) Upright (manual defrost) Compact upright (auto

defrost) Compact upright (manual

defrost)

All other freezers except compact freezers

o Hot Water System Serving the Dishwasher: Select the domestic hot water system that provides hot water to the dishwashers.

Quantity of Kitchen Appliances: Enter the total number of appliances in the building that match this type and vintage.

System Age/Type: Select either ENERGY STAR qualified or Non-ENERGY STAR qualified for the type of appliance. For ENERGY STAR appliances, you do not have to enter the age. For Non-ENERGY STAR appliances, select the typical age of the appliances in this group. If you do not know the age of the equipment, you can look for a manufacturer label, model number, or some other piece of identifying information on the unit itself. This information can be used to perform an internet search for the range of years that the unit was manufactured. If this approach does not yield any results, please take an educated guess as to the age of the appliance.

o NON-ENERGY STAR / After 2006o NON-ENERGY STAR / 1996 - 2005o NON-ENERGY STAR / 1986 - 1995o NON-ENERGY STAR / Before 1985o Typical ENERGY STAR

Advanced Path User InputsCurrent Kitchen Appliances – User Inputs:


Volume (Cubic Feet): Enter the size of the appliance according to its cubic feet.

Annual Days of Operation: Enter the average number of days in a year that the appliance is in use.



Rated Water Consumption (Gallons/Cycle): Enter the amount of gallons of water used for each cycle.

Water Heater Recovery Efficiency: This is the energy-to-hot-water conversion ratio, how efficiently the heat from the energy source is transferred to the water.



Average Number of Loads per Week: Enter the average number of loads of laundry completed per year for all units.

Custom Proposed Appliances: System Model/Name: Enter your proposed system model or name.

Type: The type of appliance identified in the Current System Characteristics table is automatically populated here.

Volume (Cubic Feet): Enter the volume of the clothes washing unit by cubic feet.


Rated Water Consumption (Gallons/Cycle): Enter the amount of gallons of water used for each cycle.


LightingThe lighting section allows you to look at all of the lighting fixtures in your building, as well as at occupancy control measures to reduce energy usage when building areas are not being

used. You also are asked about the heating and cooling systems present in the areas served by each of your lighting systems.

Data Sources

Maintenance records

Purchasing records

‘Heating & Cooling’ section of EZ Retrofit

Visual inspection

The lighting screen allows you to input multiple ‘lighting groups’ of lighting fixtures with similar characteristics. Consider the following when deciding which fixtures to group together as a “lighting system”:

Type of Space Served (Location) Lamp Type (Lighting Category) Control Sensors (Occupancy Control Sensors) The associated heating and cooling systems (if applicable)

Create a separate lighting system for each combination of system characteristics. The more refined you make your lighting system information, the more specific EZ Retrofit can be in providing suggestions for energy savings. If your particular lighting systems does not fit within the characteristics available in this measure, you can use the ‘Other’ option to add a unique lighting system.

Example: Defining Your Lighting Systems

EZ Retrofit provides the best results if you define your lighting systems to include fixtures with identical characteristics.

Example 1: Separate Similar Fixtures with Different Characteristics:Divide the lights in conditioned corridors into different lighting systems with differences in occupancy sensors and heating/cooling zones:

System #1: Main corridor on ground floor; 40-watt CFL, non-dimmable; occupancy sensor; heating and cooling #1

System #2: Main corridor on second floor; 40-watt CFL, non-dimmable, occupancy sensor; heating and cooling #2

System #3: Utility corridor on ground floor; 40-watt CFL, non-dimmable, no occupancy sensor; heating and cooling #1

System #4: Utility corridor on second floor; 40-watt CFL, non-dimmable, no occupancy sensor; heating and cooling #2

Example 2: Combine Fixtures with Similar Characteristics:Combine lights in all units if they are configured identically:


System 1: Apartment; 60W Incandescent Lamps; no occupancy sensor; heating and cooling #1; 75 fixtures (15 apartments x 5 fixtures)

Note: When reviewing the proposed systems and preliminary savings measures generated by the tool, you may receive results related to “High Performance Systems” and/or “Reduced Wattage Systems”.A High Performance System uses lamps and ballasts qualified by the Consortium for Energy Efficiency (CEE). High Performance T8 lighting is especially well suited for new construction and major renovations – situations where designers can work to maximize their effect. These systems provide more lumens, therefore requiring fewer fixtures and delivering more energy efficiency than reduced wattage systems.

A Reduced Wattage System uses lamps and ballasts qualified by the Consortium for Energy Efficiency (CEE). Reduced Wattage T8 lighting is especially well suited for replacing current T12 lamps and ballasts in retrofit applications. Because these lamps use krypton gas technology, they require less wattage to deliver light. In addition, they can be used easily without altering fixture arrangements.

EZ Path For buildings with only one lighting system (i.e., only one type of lighting throughout the building), complete all the fields and then click the ‘Next Measure Category - Motors & Controls’ button to continue.

For buildings that have more than one lighting system, complete all the fields for the first set of fixtures and then click ‘Add Another Lighting System’ in order to add additional types of lighting. You can use the EZ Retrofit Checklist to keep track of which fixtures have been entered into the tool. Once you have added all of your lighting systems, click the ‘Next Measure Category - Motors & Controls’ button to continue.

Note: Because most buildings contain a large number of lighting systems, you may prefer to use the Advanced Path to enter lighting systems. You can use the EZ Path for all other fields and use the Advanced Path for lighting.

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Lighting System information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.



Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the wattage of the system identified, replace the tool’s auto-populated wattage assumption number with the correct number for your system.


Lighting FieldsCurrent Building Features (EZ Path and Advanced Path) The following fields are used to collect information about the features of your current building.

Location Notes: Use this field to provide a description of the lighting system so you can easily identify the group of fixtures being referenced in later screens.


Lighting Location: Select the type of space the lighting system serves from the drop-down list. EZ Retrofit uses the Location field to make assumptions about the number of hours the lights are on. If the actual location of the lighting system is not on the drop-down list, select the Location type from the table below that you think most closely resembles the operating hours of your space.

Location Hours per Day

Apartment 2.3Common Laundry 16Corridors/Stairwell/Elevator - Conditioned 24

Corridors/Stairwell/Elevator - Unconditioned 24Exterior 12Fitness Center 17Lobby/Foyer 24Meeting/Community Room 9.8Office 9.8


Public Restroom 11Staff Shop/Room 7.14Mechanical Room/Closet 0.14

Total Square Feet: (Advanced Path only) This field is grayed out and does not require data entry.

Lighting Category: Select the lamp type utilized by the lighting system.

o Incandescent Lampso CFL o T9o T-12 w/ballasto T-8 w/ballasto T-8 lampo Exit Signo Metal Halideo Mercury Vaporo High Pressure Sodiumo Other

Note: If you select Other for the lighting category, you will need to provide the wattage for the lighting category. In the EZ Path, a Wattage field appears in place of the Lighting System field when Other is selected for Lighting Category. In the Advanced Path, use the User Inputs screen to enter the wattage.

Lighting System: Not every possible lighting system configuration is included in EZ Retrofit. The drop-down choices available to you are determined based on the Lighting Category you selected in the previous field. If your system’s configuration does not appear on the list, select the bulb wattage and number of bulbs per fixture that most closely matches the installed systems. Make your choices based on the number of lamps installed in the fixture. For example, a 4 lamp T-8 fixture with only 2 bulbs installed should be inputted as a 2 lamp T-8 system. For fixtures with multiple lamps, select an option that includes the number of lamps before the wattage. The two lamp T-8 system from the previous example should be input as ‘2-32W Lamp Standard w/Elec. Ballast.’

To determine the ballast type, check the label on the ballasts to determine if it is a magnetic, energy efficient magnetic (EEMag), or electronic. If it is not apparent from the label, performing an internet search on the ballast number may indicate the ballast type. Another option is to use your cell phone to take a picture of the bulb. Bulbs appear differently in cell phone photos depending on the ballast type. The image of a lamp on a magnetic ballast has bands across the tubes, whereas those on electronic ballasts will appear to be uniformly illuminated.

If you are unable to determine the ballast type, select one of the options with ‘Elec. Ballast’ in the title.

The box below explains the different pieces of information indicated in the Lighting System category names in EZ Retrofit.


T-12 w/Ballast: 2-34W Lap w/EEMag T-12 w/Ballast: 2-34W Lamp w/EEMag Ballast

(‘Lighting Category’) (number of lamps installed) (wattage of each installed lamp) (ballast type)

Lighting System Lamp Types Available in Lighting System Drop-Down Menu

Incandescent Lamps 150W Incandescent Lamps 100W Incandescent Lamps 75W Incandescent Lamps 60W Incandescent Lamps 40W Incandescent Lamps

For CFL 40W CFL Non-dimmable 26W CFL Non-dimmable 20W CFL Non-dimmable 13W CFL Non-dimmable 11W CFL Non-dimmable

For T-12 w/Ballast 1-34W Lamp w/EEMag Ballast 2-34W Lamp w/EEMag Ballast 3-34W Lamp w/EEMag Ballast 4-34W Lamp w/EEMag Ballast 1-40W Lamp w/EEMag Ballast 2-40W Lamp w/EEMag Ballast 3-40W Lamp w/EEMag Ballast 4-40W Lamp w/EEMag Ballast 2-96W Lamp w/EEMag Ballast 1-40W Lamp w/Mag Ballast 2-40W Lamp w/Mag Ballast 3-40W Lamp w/Mag Ballast 4-40W Lamp w/Mag Ballast

For T-8 w/Ballast 1-32W Lamp Standard w/Elec. Ballast 2-32W Lamp Standard w/Elec. Ballast 3-32W Lamp Standard w/Elec. Ballast 4-32W Lamp Standard w/Elec. Ballast

For T-8 Lamp 32W T8 Standard Lamp 17W T8 Standard Lamp – 2’ 25W T8 Standard Lamp – 3’ 32W T8 Standard Lamp – Utube 93W T8 Standard Lamp – 8’

For Exit Sign 20W Incandescent 16W CFL

For Metal Halide 250W Metal Halide 400W Metal Halide 200W Pulse-start Metal Halide 320W Pulse-start Metal Halide

For Mercury Vapor 250W Mercury Vapor 400W Mercury Vapor

For High Pressure Sodium 250 High Pressure Sodium 400W High Pressure Sodium

Quantity of Lighting: Enter the number of fixtures of this type included in this Lighting System.

Do these lighting fixtures have occupancy control sensors? * Select ‘Yes’ or ‘No.’ Occupancy control sensors do not include lighting fixtures equipped with timers. To account for lighting that is operated according to a timer, adjust the tool’s assumptions for the approximate the number of hours the lighting fixture is operational. The number of hours that the fixture runs is key to accuracy. The location names are provided only as a quick selection aid; it is not important to match the name of the ‘Location’ you select to the actual location of the fixture.

*This field is grayed out for Exterior lighting systems.

Heating System: Select the heating system serving the space where the lighting system is located. (The heating systems listed in the drop-down list come from the information you entered about your building on the Heating and Cooling Systems screen or on the Envelope screen.) If there is more than one heating system serving the area(s) of a certain lighting system (e.g., both heat from a boiler and electric baseboards in corridors), select the heating system


that you think is the predominant heating system for this space. This field is not available for unconditioned and exterior areas.

Cooling System: Select the cooling system serving the space where the lighting system is located. (The cooling systems listed in the drop-down list come from the information you entered about your building on the Heating and Cooling Systems screen or the Envelope screen.) If there is more than one cooling system serving the area(s) of a certain lighting system (e.g., multiple A/C units serving corridors), select the cooling system that you think is the predominant cooling system for this space.

The heating and cooling systems listed in the drop-down lists come from the information you entered about your building’s heating and cooling systems. If you find any problems with the list,

return to the heating and cooling or envelope section and adjust accordingly.

Advanced Path User InputsCurrent Lighting Systems – User Inputs:


Wattage: Enter the wattage used by the lighting system defined in this row. This field is required if you have selected Other for the System Category.

Operational Hours per Day: Enter the approximate number of hours this lighting system is on and operational.

Operational Days per Year: Enter the approximate number of days out of the year that this lighting system is on and operational.

Occupancy Control Savings %: The percentage of savings potential with the installation of an occupancy-based control system.

Systems to Consider when Making Recommendation: This field provides a drop-down list of the different possible retrofit options that you could evaluate for a particular system. For example, if you want to only evaluate the impact of implementing a lighting control on a current system (in case the current system is efficient enough and the use is not interested in replacing it), you could select the "lighting controls only" option from the list. The tool then only evaluates lighting controls on the current lighting systems and the results would be reported in "preliminarily lighting systems with lighting controls results."

Custom Proposed Lighting Systems: System Model/Name: Enter your proposed system model or name.

Wattage: Enter the wattage used by the lighting system defined in this row.


Motors & ControlsData Sources

Maintenance records

Purchasing records

‘Heating & Cooling’ & ‘Domestic Hot Water’ sections of EZ Retrofit

Visual inspection

This screen allows you to input the following types of motor and control systems:

Chilled Water Pump Heating Hot Water Pump Domestic Hot Water (DHW) Recirculation Pump Air Handler Fans

Note: If your building has additional motors that do not fit the categories listed above, they should NOT be entered into the tool.

EZ PathFor buildings with only one motor or control system (e.g., a heating hot water pump as part of a central heating system), complete all the fields and then click the ‘Next Measure Category – Duct Sealing’ button to continue.

For buildings that have more than one motor or control system, complete all the fields for the first system and then click ‘Add Another Motor & Control System’ in order to add additional systems. You can use the EZ Retrofit Checklist to keep track of which systems have been entered into the tool.

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Motors and Controls information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.



Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the motor maximum rated efficiency of the system identified, replace the tool’s auto-populated efficiency assumption number with the correct number for your system.


Motors & Controls FieldsCurrent Building Features (EZ Path and Advanced Path) The following fields are used to collect information about the features of your current building.


Cooling & Heating System Category: Select the type of motor or control system you would like to enter. If you are not sure which cooling or heating system category to select, review the detailed options listed under the ‘Equipment Category’ section below. You can enter motors and controls associated to the following systems:

o Cooling systemo Heating systemo Domestic Hot Water system

Cooling, Heating, or Domestic Hot Water System Name: Select the name of the associated system from the drop-down menu. These options correlate to the systems previously entered on the ‘Heating & Cooling’ and ‘Domestic Hot Water’ sections or the ‘Envelope’ section.

Equipment Category:

o Cooling System Chilled Water Pump Air Handler Fan Cooling Tower Fan Motor

o Heating System Heating Hot Water Pump Air Handler Fan


o Domestic Hot Water System Domestic Hot Water Recirculation Pump

Note: If an Air Handler provides both heating and cooling, it should be entered into the tool twice; once to associate it with the applicable heating system and once to associate it to the applicable cooling system.

System Control Type: Select the appropriate control type for the system you are entering. Motor controls usually fall into two categories: constant speed or variable speed. The difference between constant and variable speed controls (which are often referred to as variable frequency drives or adjustable frequency drives) is that variable speed controls regulate the power supply in order to change the motor’s speed. By matching the speed of the motor to the energy demand at a particular time, variable speed controls can provide significant energy and cost savings.

If you are unsure which option to choose and your building is more than 20 years old select ‘Constant Speed’ (assuming that you have no record of upgrades to the controls).

o Constant Speed o Variable Speed

Motor Age: Select the appropriate age range for the motor or control you are entering. If you do not have any record of the motor being replaced, use the year the building was constructed.

o After 2006o 2001-2006o 1991-2000o 1985-1990o Before 1985

Quantity of Motors : Enter the total number of this type of motor or control within the building.

Advanced Path User InputsCurrent Motors & Controls – User Inputs:


Equipment Category: The ‘Equipment Category’ added to the Current System Characteristics table with your building’s baseline information will appear for each system with the ‘User Inputs’ option selected.

Fan or Primary Pump Motor Horsepower (HP): Enter the defined horsepower of the fan or pump motor.

Peak Motor Load (kBtu/hr.): Enter the kilo Btu for the motor per hour.

Motor Maximum Rated Efficiency (%): Enter the percentage of the maximum rated efficiency of the motor identified in this row.

CFM of Ventilation Fan: Enter the number of cubic feet of air the fan moves per minute.

Annual Runtime Hours: Enter the approximate amount of hours in a year that the motor is running.


Domestic Hot Water Peak Flow (gpm.): Enter the amount of gallons per minute used during peak water flow.

Total Distribution Piping Length: Enter the cumulative length of piping in feet.

Linear Piping Head Loss (ft.): Enter the amount of pressure lost in feet, due to friction in the pipes or due to the components.

Maximum Diameter of Piping (in.): Enter the maximum diameter of the pipe in inches.

Energy Recovery Factor of Hot Water Heater: This is the energy-to-hot-water conversion ratio, how efficiently the heat from the energy source is transferred to the water.



R-Value of Pipe Insulation: Enter the R-Value of the pipe insulation currently used.

Delta T between DHW Supply Temperature and Avg. Ambient Temperature (‘F): Enter the difference between the DHW temperature and the average air temperature around the system.

Domestic Hot Water Distribution Pump Nominal Size (HP): Enter the minimum output of the pump in horsepower.

Custom VFD & Demand Controlled Pumps Equipment: System Model/Name: Enter your proposed system model or name.


Data Sources

Results of home energy professional duct testing

‘Heating & Cooling’ section of EZ Retrofit

Duct SealingThis screen allows you to describe the characteristics and condition of multiple duct systems. Ducts are used to distribute air throughout the building. Air that moves through

the duct system is lost due to leaks, holes, and poorly connected ducts. In this section, include only ducts that distribute conditioned air. Do not include exhaust ducts that are not used to condition the building.

EZ PathFor buildings with only one duct system, complete all the fields and then click the ‘Next Measure Category - Water Fixtures’ button to continue.

For buildings that have more than one duct system, complete all the fields for the first system and then click ‘Add Another Duct Sealing’ in order to add additional systems. You can use the EZ Retrofit Checklist to keep track of which systems have been entered into the tool.

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Duct Sealing information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.


Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust


these assumptions to better reflect the specifications of your systems. For example, if you know the duct area of the system identified, replace the tool’s auto-populated duct area assumption number with the correct number for your system.


Duct Sealing FieldsCurrent Building Features (EZ Path and Advanced Path) The following fields are used to collect information about the features of your current building.

Who pays the utility bills? Select ‘Owner’ or ‘Tenant’.

Name of the heating system serving this space? Select the name of the heating system from the drop-down menu that is predominately related to the duct system you are entering. These options correlate to the systems previously entered in the ‘Envelope’ (Advanced Path) or ‘Heating & Cooling’ (EZ Path) section.

Name of the cooling system serving this space? Select the name of the cooling system from the drop-down menu that is predominately related to the duct system you are entering. These options correlate to the systems previously entered in the ‘Envelope’ (Advanced Path) or ‘Heating & Cooling’ (EZ Path) section.

What is the square footage of the conditioned area served by this duct system? Enter the approximate number of square feet served by the duct system you are entering. For central systems, this is the square footage of the entire conditioned space of the building as calculated in the ‘General Characteristics’ section. For individual systems, this is the portion of the building’s conditioned square footage that is served by the duct system being entered.

Have you performed a duct blast or blower door test? Select the appropriate response according to if an energy professional has performed either a duct blaster test or blower door test to assess potential duct leakage in the building.

If either test has been performed, select the appropriate test and enter the results into the additional fields that appear. If you have multiple test results, use the most recent data available.

Duct Blaster Test Options: Blower Door Test Options:


Note: The most accurate way to assess duct leakage is through performance testing (i.e., a duct blaster or blower door test). If you select ‘No’, the following series of questions will appear to attempt to estimate your building’s duct leakage.

What percentage of your ducts are within the conditioned space? Select the estimated percentage of the building’s ducts that are located within conditioned space. Ducts that are located within the building envelope but are not located in an area that receives conditioned air from heating or cooling equipment (either directly or indirectly) should not be counted towards the percentage of ducts within the conditioned space.

o 90% or Moreo 50% - 89%o Less than 50%

What is the general condition of the building’s ducts/duct leakage characteristics ? Select the option that best describes the condition of the building’s ducts. If the building’s ducts are accessible, estimate their condition based on a visual inspection. If ducts are not easily accessible, make an educated guess on their condition based on the age of the ducts, the age of the central heating and cooling system (if present), the amount of conditioned air delivered, or any other point of reference that may indicate the condition of the ducts.

Note: “Mastic” is a high-grade construction adhesive commonly used to seal ducts in buildings.

o Connections Sealed with Mastic (best case scenario)o No Observable Leakso Some Observable Leakso Significant Leakso Catastrophic Leaks (worst case scenario)

How thick is the insulation on the ducts located outside of the conditioned space (inches)? Select the insulation level most appropriate for the insulation present on the ducts located outside of the building envelope.

o > = 2 (R-8 or Greater) o 1.5 – 1.9 (R-4 – R -7)o < 1.5 (Less than R-4)o Do Not Know

Advanced Path User InputsCurrent Duct Condition – User Inputs:



Duct Distribution Efficiency: Enter the efficiency to which your duct system can carry air from the central heater or air conditioner to each part of the home and back again.

Supply Leakage Split: Enter the percentage of the measured leakage which is located in the supply side of the system. The default value of 0.5 means that 50% of the measured leakage in the system is located in the supply side.

Supply Leakage Penalty: Enter the effective annual energy penalty to the HVAC system for each percent loss in delivered system air flow due to supply side leakage.

Return Leakage Split: Enter the percentage of the measured leakage which is located in the return side of the system. The default value of 0.5 means that 50% of the measured leakage in the system is located in the return side.

Return Leakage Penalty: Enter the effective annual energy penalty to the HVAC system for each percent of return air flow that is drawn from the outside.

Duct Area (Sq. Ft): Enter the approximate square footage of the duct area.

Custom Proposed Duct Sealing Packages: System Model/Name: Enter your proposed system model or name.

Have you performed any test to estimate the duct leakage? Select Yes or No.

% of Ducts Within the Conditioned Space: Enter the approximate percentage of the duct system that is located in a conditioned space.

Duct Leakage Characteristics: Select one of the following from the drop-down list:

o Connections Sealed with Mastico No Observable Leakso Some Observable Leakso Significant Leakso Catastrophic Leaks

Insulation Thickness of the Ducts outside Envelope (Inch): Select one of the following from the drop-down list:

o >= 2 (R-8 of Greater)o 1.5 - 1.9 (R-4 - R-7)o < 1.5 (Less than R-4)o Do Not Know

Targeted Duct Leakage (CFM25 per 100 Sq. Ft of Conditioned Area): Enter the CFM25 target for the duct leakage per 100 square feet of conditioned space.


Data Sources

Maintenance records

Purchasing records


Visual inspection

Water Fixtures This screen allows you to enter a variety of water fixture systems including bathroom faucets, kitchen faucets, and showerheads.

EZ PathFor buildings with only one water fixture system, complete all the fields and then click the ‘Next Measure Category - Water Conservation’ button to continue.

For buildings that have more than one water fixture system, complete all the fields for the first system and then click ‘Add Water Fixture System’ in order to add additional systems. You can use the EZ Retrofit Checklist to keep track of which systems have been entered into the tool.

Advanced PathCurrent System CharacteristicsEZ Path Users. If you entered Water Fixtures information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.


Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the hot water temperature set point of the system identified, replace the tool’s auto-populated set point assumption number with the correct number for your system.


Proposed System Savings and SpecificationsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much energy, water and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Water Fixture FieldsCurrent Building Features (EZ Path and Advanced Path) The following fields are used to collect information about the features of your current building.

Who pays the utility bills? Select ‘Owner’ or ‘Tenant’. If there are different answers for who pays for the heating of the water versus who pays for the water itself, select who pays for the water.

Fixture Type / Location: Select the type and location of the water fixture you would like to enter.

o Faucet/Bathroomo Faucet/Kitcheno Showerhead

How many of these fixtures are in each apartment/public restroom? Enter the average number of this type of fixture in each apartment unit or common area restroom.

What is the average flow rate (gallon per minute): Using a water pressure test gauge, the table below, or by observing the fixture and looking at the inscription on the fixture itself enter the flow rate of your water fixture system.

Fixture Type / LocationAverage Flow

Rate (Gallon Per Minute)

Average Flow Rate (Gallon Per Minute)

Faucet/Bathroom After 2006 2.2Faucet/Bathroom 1996 - 2005 2.2Faucet/Bathroom 1986 - 1995 3.0Faucet/Bathroom Before 1985 3.0Faucet/Kitchen After 2006 2.2Faucet/Kitchen 1996 - 2005 2.2Faucet/Kitchen 1986 - 1995 3.0Faucet/Kitchen Before 1985 3.0Showerhead After 2006 2.5Showerhead 1996 - 2005 2.5Showerhead 1986 - 1995 4.0Showerhead Before 1985 4.0


What is the average number of bedrooms per apartment? Enter the average number of bedrooms in the units served by individual DHW systems. Studio apartments count as ‘0’ bedrooms for the purposes of this calculation. For example, if there are 50 units with individual DHW systems, 10 are studios, 30 have 1 BR and 20 have 2 bedrooms, the average would be calculated as ((10*0)+(30*1)+(20*2))/40), or 50/40=1.25. Round, and select “1.” If you have 1 central DHW serving 50 1BR units, enter 1.

o Do Not Knowo Studioo 1o 2o 3o 4o 5

How many apartments have this type of system? Enter the number of apartments or common area restrooms with this type and age of fixture. For water fixtures in common areas such as an office or maintenance space, add ‘1’ for the number of apartments.

Which DHW system serves these fixtures? Select the DHW system from the drop-down menu that that serves the fixtures you are entering. These options correlate to the systems previously entered on the DHW screen.

Advanced Path User InputsCurrent Water Fixtures – User Inputs:


Fixture Type / Location: Select the type of water fixture and the respective location for the fixture you would like to enter.

o Faucet/Bathroomo Faucet/Kitcheno Faucet/Public Restroomo Showerhead


Note: Select Faucet/Public Restroom for those common area restrooms accessible to all tenants. For kitchen or bathroom faucets available only to office staff, select Faucet/Bathroom or Faucet/Kitchen.

What is the average flow rate (gallon per minute): Using a water pressure test gauge, the table below, or by observing the fixture enter the flow rate of your water fixture system.

Fixture Type / LocationAverage Flow

Rate (Gallon Per Minute)

Average Flow Rate (Gallon Per Minute)

Faucet/Bathroom After 2006 2.2Faucet/Bathroom 1996 - 2005 2.2Faucet/Bathroom 1986 - 1995 3Faucet/Bathroom Before 1985 3Faucet/Kitchen After 2006 2.2Faucet/Kitchen 1996 - 2005 2.2Faucet/Kitchen 1986 - 1995 3Faucet/Kitchen Before 1985 3Showerhead After 2006 2.5Showerhead 1996 - 2005 2.5Showerhead 1986 - 1995 4Showerhead Before 1985 4

Number of Occupants per Apartment: Enter the number of individuals per apartment.

Throttle Factor: The throttling factor adjusts the rated flow to account for pressures at less than 80 psig and for limiting the flow by throttling back (closing) the control valve to the shower. This may be done to adjust the water temperature.

Average Time of Use per Person per Day for all Faucets in Minutes: Enter the average number of minutes that all faucets are in use.

Drain Factor/Showers per Capita per Day: Enter the average number of showers each day.

Hot Water Temperature Set Point (T out): Enter the temperate to which your water heater is set.


Incoming Water Temperature (T in): Enter the average temperature of the water that goes into the system.

Custom Proposed Low Flow Fixture Systems: System Model/Name: Enter your proposed system model or name.

Fixture Type / Location: Select the type of water fixture and the respective location for the fixture you would like to enter.

o Faucet/Bathroomo Faucet/Kitcheno Showerhead

Average Flow Rate (Gallon per Minute): Enter the average flow rate for this fixture in gallons.


Water Conservation (Toilets)Data Sources

Maintenance records

Purchasing records


Visual inspection

This screen allows you to input multiple groups of toilets and lets you identify which of these units are low-flow toilets. You can use the EZ Retrofit Checklist to keep track of which inputs have been entered into the tool.

EZ Path Note: This is the last measure category screen in the EZ Path. Once you are done entering information about the toilets in your building, click either the ‘Results – All Measures’ or ‘Results - Select Criteria’ button and you will be entering the Advanced Path.

Advanced PathCurrent System SpecificationsEZ Path Users. If you entered Water Conservation information using the EZ Path it will appear on this screen. Edit or update the current information if needed. Especially if you have more than one system, add a descriptive system name in the ‘Location Notes’ field to make it easy to distinguish and track each system. Enter information about any additional systems that you did not enter on the EZ Path.


Current System SpecificationsAfter entering complete information about the building’s system(s), review the assumptions EZ Retrofit is making about your building. Follow the instructions for ‘Changing Default Assumptions’ to adjust these assumptions to better reflect the specifications of your systems. For example, if you know the gallons per flush of the system identified, replace the tool’s auto-populated assumption number with the correct number for your system.


Proposed System Savings and SpecificationsOnce you are satisfied with the information you have provided about your building’s system(s) and the specifications EZ Retrofit will use for analysis, move to the ‘Proposed System Savings and Specifications’ section of the tool. This section lists more efficient systems used by comparable buildings and tells you how much water and money you could save by replacing each system. If you already have potential replacement systems in mind, you can change the proposed replacement systems or adjust EZ Retrofit’s assumptions about system efficiency or cost by following the instructions for ‘Creating Custom Proposed Systems and Changing Cost Assumptions’.

Water Conservation FieldsCurrent Building Features (EZ Path and Advanced Path) The following fields are used to collect information about the features of your current building.


What is the average number of toilets per apartment/public restroom? Enter the average number of toilets per apartment or common area restroom.

Fixture Type/Location? Select Apartment or Public Restroom. For toilets serving office space and not generally accessible to residents, select Apartment.

What is the average gallons per flush of the toilets? Enter the average amount of gallons per flush based on the table below or by reading a label on the toilet if available.

Toilet Age Standard gpf(Gallons per Flush)

After 2006 1.61996 - 2005 1.61986 - 1995 3.51977 - 1985 3.5Before 1977 5

What is the average number of bedrooms per apartment? Enter the average number of bedrooms in the units served by individual DHW systems. Studio apartments count as ‘0’ bedrooms for the purposes of this calculation. For example, if there are 50 units with individual systems, 10 are studios, 30 have 1 BR and 20 have 2 bedrooms, the average would be calculated as ((10*0)+(30*1)+(20*2))/40), or 50/40=1.25. Round, and select “1.”

o Do Not Knowo Studioo 1o 2o 3o 4o 5

How many apartments/public restrooms have this type of system? Enter the number of apartments served by the type of toilet you are entering. For toilets in common areas such next


to a community room or office, enter the quantity of toilets in these spaces for the number of apartments.

Advanced Path User InputsCurrent Toilets – User Inputs:


Average Flow Rate (Gallons per Flush): Enter the average amount of gallons used per toilet flush.

Average Flushes per Person per Day: Enter the average number of times the toilet is flushed by each person per day.

Number of Occupants per Apartment/Visitors per Public Restroom: Enter the average number of occupants per apartment or unit.

Custom Proposed Toilet: System Model/Name: Enter your proposed system model or name.

Gallons per Flush: Enter the amount of gallons of water used per flush.


Custom MeasureEZ Retrofit recommends upgrades for up to ten building systems based on your existing

systems. For each of the systems evaluated, you can use an EZ Retrofit recommendation or enter your own custom proposed

system through the Advanced Path. For a system not evaluated by EZ Retrofit (e.g., shell measures, irrigation), you can enter a custom proposed system using the Custom Measure function in the Advanced Path. The tool does not provide savings estimates for these custom measures but can incorporate the savings estimates you provide into the tools results.

The tool does not provide proposed savings and specifications for the custom measure. This information must be entered by the user, and it will be populated into the results with the other measures.

The Custom Measure screen is accessible from the Water Conservation (Toilets) screen in the EZ Path via the ‘Add Custom Measure(s)’ button or from the ‘Custom Measure(s)’ button on the Advanced Path navigation bar.

Advanced PathCurrent System CharacteristicsEnter information about your system(s) using the fields available in this screen. Use the location notes to identify what is unique about this system. If it does not fall within one of the available measure categories in the dropdown Measure Category options, select ‘Other’, then continue completing the rest of the form. This screen allows you to enter up to six additional measures that are not accounted for already in the tool. Add more by clicking ‘Next’.

User Measure Input FieldsThe following fields are used to collect information about the features of your current building. For more accurate results, complete as many fields as possible.

Location Notes (Optional): Use the locations notes to identify where this system is located in your building (e.g., First Floor, Hallway, and Basement).

Measure Category: Select one of the current measure categories, (e.g., HVAC, Clothes Washer) that applies to this new measure. Or select ‘Other’ if there are none that apply.

Who pays the utility bills? Select ‘Owner’ or ‘Tenant’.

Proposed System: Enter your name for the new proposed system you are adding.

Annual Electricity Savings (kWh): Enter the estimated annual electricity savings from the proposed system.

Annual Gas Savings (Therms): Enter the estimated annual natural gas savings from the proposed system.

Annual Oil Savings (Gallons): Enter the estimated annual oil savings from the proposed system.


Annual Water Savings (Gallons): Enter the estimated annual water savings from the proposed system.

Quantity: The quantity refers to the number of systems you are proposing. This number is used to calculate the total cost for replacing all of a particular system.

Total Initial Cost: Enter the initial cost of the proposed system.

Useful Life (Year): The useful life of a system is an estimate of the number of years a proposed system should be expected to provide the service for which it was acquired. This should not be confused with the physical life of the system, which is simply how long a system is expected to continue to operate. For example, a typical air conditioner will deliver its full efficiency potential for 10-15 years before wear and tear begin to reduce its performance or new technology renders it obsolete even though it may still be operating mechanically for longer than 15 years. In the context of energy efficiency cost-effectiveness analysis, the useful life refers to the period of time over which the benefits of the energy efficiency measure are expected to accrue. (This field is not required to ensure the validity of this measure, but it is helpful to include)


Results Now that you have entered your building’s information into the tool, you can view a summary of all the proposed systems and preliminary savings in the Results sections.

Select the ‘Results – All Measures’ to view a comprehensive list of proposed systems and savings, organized by the various measure categories, OR

Select ‘Results - Select Criteria’ to view custom results based on specific criteria such as install cost, payback period, or annual savings.

EZ Path Users: Once you have completed the ‘Water Conservation’ measure category you will be able to review your results! The ‘Water Conservation’ screen offers two options for moving forward: ‘Results – All Measures’ and ‘Results – Select Criteria’. Once you select one of these options, you will be leaving the EZ Path and move to the Advanced Path. If, after reviewing the results, you want to adjust any of your data using the EZ Path screens, you can go back to the EZ Path by using the EZ Path button in the navigation panel of the measure category screens.

Advanced Path Users: Like the EZ Path, you can view your results after completing the ‘Water Conservation’ screen. However, to proceed to the Results screens, use the buttons on the left navigation panel.

The results functionality is the same regardless of whether you used the EZ Path or the Advanced Path.

Energy and Water Data ConfirmationEZ Retrofit relies on information supplied by tool users to make its savings estimates, and this subject to the same difficulty as other computer programs – garbage in, garbage out. EZ Retrofit therefore has built in a quality assurance step through the Energy and Water Data Confirmation screen, which will appear when you select either the ‘Results – All Measures’ or the ‘Results – Select Criteria’.

The Energy and Water Data Confirmation screen shows you how the data you have provided compare with data from other similar buildings based on climate-specific models from the Department of Energy. EZ Retrofit makes this comparison for each of the building systems evaluated by the tool. Since there is variation even among similar buildings in how much energy and water they consume, EZ Retrofit flags a particular system only if it is outside of an expected range of the similar building.

Note: ‘Your Data’ is based on estimates calculated by EZ Retrofit tool using your inputs. The tool calibrates its savings estimates based on utility bill data when generating the results/report, but the data shown on this screen are not calibrated yet.


The Energy and Water Data Confirmation screen may appear when you select either the ‘Results – All Measures’ or the ‘Results – Select Criteria’ functions. If all of your systems are within the expected range, this screen does not appear. It presents six tabs with data about reported utility usage for the building compared with average utility usage for similar buildings.

Review the data on each tab. For each measure look at the following:

Green Bars. If the energy and water data for your building are similar to average data for similar buildings, your data is highlighted in green, which means EZ Retrofit will automatically use the data you have input. Radio buttons appear next to the bars, but they cannot be altered.

Red Bars. If energy and water amounts for your data differ significantly from average data for similar buildings, they are highlighted in red. In this case, you are offered a choice about whether to use your data or use average data for similar buildings. To decide what data to use for measures flagged in red, click the ‘Review Inputs’ button in the lower left of the screen. Review your data inputs, and refine if you can. If the bar remains red, you may 1) conclude that your data entry is correct and leave the radio button for your data selected, or 2) conclude that you are not confident about your data and elect to use average data for similar buildings.

In the example pictured, the tool is showing that user-entered data for energy used for clothes washer is substantially lower than for an average building. If the user knows that the building is significantly more efficient than similar buildings, but found no obvious data entry errors, it may make sense to select the radio button to use the average for similar buildings, rather than trying to figure out why the original estimate for the building may have been so low.

Once you have confirmed or adjusted your inputs, continue to the Results.

Results The ‘Results – All Measures’ option allows you to see all of the measures identified as potential energy and water savings opportunities in your building based on your inputs. When you first access the Results, the ‘Results – All Measures’ screen will appear, prompting you to decide whether to view ‘Results – By Measure Category’ or ‘Results – Uncategorized’.


Results – By Measure Category, organizes the results by category and provides summary information on the costs and savings within each category. It also allows you to compare different proposed system configurations and include only specific measures in your results.

Results – Uncategorized, provides a single list of all results with the option to sort the rows by the different column headings.

In either option, the list includes all suggested upgrades for each measure. In cases where EZ Retrofit has suggested more than one option for upgrading a single system, or where the user has input one or more additional options, the list includes all of the possible alternatives.

Note: If you navigate away from the results screen and return to it later, another screen will appear with the option to update your results. If you have made changes to your inputs that need to be incorporated, select ‘Yes’ , and the tool will recalculate the results, which may take a minute or two. If you are simply navigating between the different screens and your inputs have not changed, select ‘No’ so you do not need to wait for the tool to recalibrate.

Whichever view you initially choose for the ‘Results – All Measures’ screen, a button at the top of the screen allows you to toggle between the ‘Uncategorized’ and ‘By Measure Category’ views.

The ‘Uncategorized’ view allows you to sort the rows by using up and down arrows in the column headings. This feature helps identify where the largest annual savings can be found or what the most expensive or least expensive measures may be.

The ‘By Measure Category’ view allows you to easily compare different proposed system configurations suggested by the tool for each measure. For example, the tool might suggest three different system configurations that would improve the energy efficiency of a roof top air conditioning unit:

1. Replace the current unit with a new high efficiency unit that features an economizer and a programmable thermostat

2. Replace the current unit with a new high efficiency unit with an economizer but no programmable thermostat

3. Add a programmable thermostat only to the current unit rather than replace it


Each of the three options has a different estimate for energy savings, initial cost, cost savings, payback period, and useful life. The tool defaults to selecting the option with the highest energy/water savings; however, you may want to base your selection on other criteria, such as cost. As illustrated below, you can use the drop-down field ‘Include this measure?’ to select which proposed systems you would like to include in your upgrade package. When you select ‘Yes’ for a measure to include for a particular system, other measures associated with that same system are automatically de-selected to ‘No’. This ‘Yes’ or ‘No’ feature helps you to customize the various upgrades you would like to include according to your priorities.

If viewing the Uncategorized results, the ‘Include this measure?’ column indicates which option is being used in the ‘Total Impact Summary’ table but does not allow you to change which measures are included. To select a different retrofit package, go to the Results – by Category view.

At the bottom of the ‘Results – All Measures’ table (whether Uncategorized or By Measure Category) is a ‘Total Impact Summary’ table. This table sums up the annual savings, quantity, cost, payback period, and useful life projections for all measures that you have indicated should be included in your results. It displays the total effects on cost and energy/water savings for both tenants and owners within each measure category as well as provides totals for all selected measures. The ‘Total Impact Summary’ table automatically updates as you make your selections on the ‘Include this measure?’ column.

Result Graphs


The ‘Results – All Measures’ screen allows you to view your potential savings graphically after clicking the ‘Result Graphs’ button at the top left side of the screen. EZ Retrofit provides separate graphs depicting pre-retrofit (building’s current level) and post-retrofit (anticipated level after completing all listed retrofits) profiles for cost, water and energy savings for each of the measure categories. The graphs that provide this information on a per end use basis allow you to see where you can achieve the biggest differences in consumption and potential savings by implementing the proposed systems.

The example below illustrates the type of annual utility cost savings that might be achieved by taking a fictitious set of savings measures. In this example, the cost differences for many measures are minimal, but by retrofitting the fixtures, the owner could realize a significant cost savings.

The tool also displays graphs for ‘Energy and Water Use Intensity’, pre- and post-retrofit implementation. Below is an example of the EUI and the WUI graphs.

Results – Select CriteriaEZ Retrofit provides a variety of ways you can save money and conserve energy and water. The ‘Results - Select Criteria’ screen helps you decide where to begin. You can specify any two criteria related to cost


savings, energy savings, water savings, payback, total initial cost, or a particular number of measures. Based on that information, the tool provides a list of recommended upgrades to meet your goals.

Note: You can only get recommendations that are calibrated for your building if you have provided utility data. If you did not enter utility data into the tool, the tool provides a set of recommended upgrade packages for your building based on typical utility usage, but is not able to generate results based on Select Criteria.

To access the ‘Results - Select Criteria’ in either the EZ Path or Advanced Path, select ‘Results - Select Criteria’ option and a pop-up box will appear.

Determine whether you want to generate savings for the Owner and Tenants, just the Owner, or just the Tenants, and select the corresponding radio button.

Choose the primary criterion on which you would like to base your selection from the drop down selections under Criterion 1 (cost savings, energy savings, water savings, payback, total initial cost, or a particular number of measures)

Use the slider below Criterion 1 to indicate the numeric value you are hoping to achieve. The maximum value available on the slider bar is based on the maximum value feasible for your property.

Repeat the process for Criterion 2 (if you do not wish to set another criterion, select “none”). The second criterion either serves as an additional requirement (showing only measures that meet both criteria) or as a ‘sort by’ criterion (indicating in what order the measures that meet Criteria 1 should be listed).

EZ Retrofit selects upgrades to meet the target you set with the fewest possible investments. Sometimes the total savings from the proposed systems EZ Retrofit identifies to best meet your criteria may exceed your target, but is the closest possible combination to meet or exceed the criteria.

You can generate reports to meet the following goals:

Annual Cost Savings: Enter a percent annual cost savings target here to receive a suggested list of cost saving measures.

Annual Energy Savings: Enter a percent target for energy savings here in order to receive a list of suggested energy saving measures.


Annual Water Savings: Enter a percent target for water savings here in order to receive a list of suggested water saving measures.

Payback: Enter a maximum number of years where the savings generated from each of the suggested measures will equal or exceed the initial cost of installing those measures.

Total Install Cost: Select a maximum cost threshold in dollars for the combined installation cost of the suggested measures.

Number of Measures: Select the total number of suggested measures to be included in the report.

The ‘Results - Select Criteria’ output also features a summary table called the ‘Recommended Upgrade Package’ like the one shown below that summarizes the percent savings that could be achieved by completing all of the suggested retrofit upgrades. This table shows the impact for both owners and tenants, and appears regardless of which of the report criteria is selected.

Results Fields

Both the ‘Results – All Measures’ and the ‘Results - Select Criteria’ screens contain the following columns for you to review. Information within the columns can only be edited by going back through the measure category screens. It cannot be edited in the ‘Results – All Measures’ and ‘Results - Select Criteria’ screens.

Location Notes: This field provides a place to enter further details about a particular location. For example, if you have entered groups of lighting for multiple areas of the building and want to keep track of where the lighting is located, you could use this field and enter a unique identifier (i.e., first floor, east corridor).

Measure No. / Location: Measure numbers are auto-generated by the tool to help differentiate among the proposed systems.

Include this measure? This column’s functionality changes depending on where it is viewed. Within Results – by Category, each entry can be toggled between ‘Yes’ and ‘No,’ and this allows you to create a custom set of energy conservation measures using a simple pull down menu (see page 88 for more information). Within Results – Uncategorized or Results - Select Criteria, this field is static and cannot be changed.

Who Pays the Utility Bills?: This column indicates if the owner or tenant pays the utility bills for a particular system and is based on the associated inputs from the EZ Path.

Proposed System: Here you will find the proposed upgrade or recommendation for the specific system in listed in the ‘Measure No./Location’ column. There is often more than one potential system configuration for each measure type. For example, if you entered a roof top air


conditioner in the ‘Heating and Cooling’ section, the tool may provide you with three different proposed system upgrades:

o High Efficiency Roof Top Unit with Economizer w/ Programmable Thermostat o High Efficiency Roof Top Unit with Economizer o Programmable Thermostat for Current Roof Top Unit with Economizer

Each proposed system upgrade has its own energy savings (and, if applicable, water savings), initial cost, cost savings, payback period, and useful life. You can select which systems you would like to include in your proposed upgrade package using the “Include this measure?” functionality in the ‘Results – All Measures’ section of the tool described on page 88. For more details on the specifications for the proposed system, go to the Proposed System Savings and Specifications table on the measure category screen.

Annual Savings: The results include annual savings estimates for electricity, gas, oil, and water (where applicable) and are calculated according to the building data you entered and calibrated according to your utility bills. Some types of equipment may not have associated annual savings for electricity, gas, oil, or water depending on their fuel and water usage.

o Electricity (kWh)o Gas (Therms)o Oil (Gallons)o Water (Gallons)

Quantity: The quantity refers to the number of systems proposed by the tool. This number reflects the quantity of systems or equipment that you entered into the tool and is used to calculate the total cost for replacing all of a particular system.

Total Initial Cost: The initial cost estimates in the tool are based on available national averages for retrofit costs (including equipment and labor) for a particular system. In addition, these costs have been adjusted by a regional factor developed for each system type according to the state in which the property is located and by using the City Cost Index (CCI) from the RS Means database.

Total Annual Cost Savings: The annual cost savings associated with the proposed measure upgrade are calculated by multiplying the energy and/or water savings by the utility rate.2

Payback Period (Year): The payback period is calculated by dividing the ‘Total Initial Cost’ by the estimated ‘Total Annual Cost Savings’, and is an estimate of the number of years it will take for the utility savings to cover the cost of the proposed system.

Useful Life (Year): The useful life of a system is an estimate of the number of years a proposed system should be expected to provide the service for which it was acquired. This should not be confused with the physical life of the system, which is simply how long a system is expected to continue to operate. For example, a typical air conditioner will deliver its full efficiency potential for 10-15 years before wear and tear begin to reduce its performance or new technology renders it obsolete even though it may still be operating mechanically for longer than 15 years. In the context of energy efficiency cost-effectiveness analysis, the useful life refers to the period of time over which the benefits of the energy efficiency measure are expected to accrue.

2 Source: US Department of Energy, Annual Energy Outlook 2012: http://www.eia.gov/forecasts/aeo/er/.


http://www.eia.gov/forecasts/aeo/er/

Analysis Level: The ‘Analysis Level’ indicates the level of precision of the savings calculations. Entering data through the EZ Path will result in ‘Level 1’ appearing in the ‘Results – All Measures’ and ‘Results - Select Criteria’ screens while ‘Level 2’ and ‘Level 3 can be achieved by using the Advanced Path.

Level 1 – ‘Level 1’ represents the lowest level of precision and will appear when you provide inputs only from the EZ Path or in ‘Current System Characteristics’ fields in the Advanced Path. ‘Level 1’ calculations are based on assumptions from more general inputs for current conditions (e.g., equipment efficiency will be assumed based on the system age). Proposed systems and retrofit costs are also selected based on the assumptions built into the tool.

Level 2 – This level is more precise than ‘Level 1’ and will appear when you update the ‘Current System Specifications’ fields using the ‘User Inputs’ screen OR if you have entered a custom proposed system

Level 3 – This level of analysis reflects the highest level of precision and will appear when you provide detailed inputs from the ‘User Inputs’ tabs in the Advanced Path for both a current system AND a custom proposed system AND cost estimates for the custom proposed system (presumably from a contractor’s estimates).

Generate a ReportWithin the Results screens you can generate a Word or PDF document that provides a formatted and simplified summary of your results. This document is designed to be easily understood by stakeholders who may not be as familiar with the tool and the auditing process. It provides clear guidance about what systems and upgrades will meet your needs most effectively. Each EZ Retrofit Report contains:

A Dashboard overview of the potential savings A summary of the proposed systems which have been marked as “Yes” A summary of other benefits beyond energy and water savings The graphs that are available in the ‘Results – All Measures’ and ‘Results – Select Criteria’

screens A glossary of common terms used in the report

This report can be shared with owners, managers, or other stakeholders. You can also create several versions of this report for one property or building based on various criteria and inputs to make the most informed decision.


Adjusting AssumptionsOnce you have reviewed the information available in the Results screens, you can go back into the various measure categories and make adjustments. For example, if you are aware of a better deal on new lighting systems, go back to the ‘Lighting’ screen and review the Custom Proposed Systems in the User Inputs screen. Add your own costs and specifications. Then update the Results to see how the information has changed.

The tool is intended to be a dynamic resource that can adapt to your building’s needs and the resources you have available. You can update the tool periodically as information becomes available and see how you may be able to save water and reduce energy consumption, as well as costs, over time.

Combine Your BuildingsIf you have multiple buildings on one property, or multiple properties for which you have completed the EZ Retrofit process, you can combine the results of those completed tool files into one Excel workbook and report using the ‘Combine with Other Buildings’ function.

In order to combine EZ Retrofit files from multiple buildings/properties, the EZ Retrofit file you are using and the files for which you wish to combine the results must all be saved in the same file folder on your computer. There should be no other files in this folder. Also, all of those files must have been completed and the results generated in EZ Retrofit version 3.0 or more current versions. If you used EZ Retrofit to assess a property using EZ Retrofit version 1 or 2.0, you will receive an error message. The folder in which these files are saved does not need to be open. The tool will provide guidance through pop-up messages to help guide you through the process. This process may take a few minutes to complete depending on the amount of files that need to be combined.

In the Results screens, there is a button called, ‘Combine with Other Buildings’. When you click ‘Combine with Other Buildings’, a pop-up screen appears and requests the following information:

Name of file(this is the name that will appear on the cover page of your report) Type of file. You can select to export this information as a PDF or Word document, or both.


The report will have a similar look and function as the reports for a single building but will list the individual buildings or properties on the cover page and the information within the document will be aggregated for the buildings you have chosen to combine.

Printing and Exporting Results At the top of both the ‘Results – All Measures’ and the ‘Results - Select Criteria’ screens, there is a ‘Printer Friendly Version’ button that allows you to print the results without other unnecessary tool content.

While the results within the tool are locked and cannot be edited, the ‘Export to New Workbook’ button allows you to use all of Excel’s functions to review and update the results. On the ‘Results – All Measures’ screen, the export function creates a new workbook named ‘EZ Retrofit Results – All Measures’ which includes the Result Graphs as well as separate tabs for ‘All Measures By Category’ and ‘Uncategorized’ .For both the categorized and uncategorized results, there also are tabs that show only those measures for which “Yes” was selected.

On the ‘Results – Select Criteria’ screen, the export function creates a new workbook named ‘EZ Retrofit Results – [Selected Criteria]’. For example, if the ‘Annual Cost Savings’ report is selected, the name of new workbook will be ‘EZ Retrofit Results – Annual Cost Savings’. This allows you to save various reports generated with different goals/criteria without overwriting any of the other reports.


Appendixes Appendix A: Types of Heating and Cooling Equipment

Cooling Systems

Room Air Conditioner - A unitary air conditioner installed through a wall or window, which cools the room by removing heat from the room and releasing it outdoors.3

Ducted Split Air Conditioner - A cooling system which uses ducts to distribute cooler and/or dehumidified air to more than one room. These systems usually consist

of two separate units – and indoor evaporator and outdoor condenser (sometimes called a compressor). Refrigerant is circulated between the two units.4

Packaged Terminal Air Conditioner (PTAC) - A self-contained air conditioner that includes the compressor, evaporate, and condenser in a single cabinet. Often are designed to go through a wall, having vents and heat sinks both inside and outside.5

Air Cooled Chiller - A device that uses fan-driven air to cool chilled water which is then piped to cooling units to provide cooling and dehumidification for the building (the chiller is usually located outside the building).6

Water Cooled Chiller - A device that removes heat from water and passes the chilled water through pipes in a building to cool and dehumidify. These

3 Photo courtesy of ©iStockphoto/kschulze.4 Photo courtesy of ©iStockphoto/DonNichols.5 Photo courtesy of http://ees.lbl.gov/product/packaged-terminal-air-conditioners-and-heat-pumps. 6 Photo courtesy of http://www.chinamachineportal.com/faq/637/how-do-air-cooled-chillers-work.html#.UcIWazvVC3I.


http://www.chinamachineportal.com/faq/637/how-do-air-cooled-chillers-work.html#.UcIWazvVC3I

http://ees.lbl.gov/product/packaged-terminal-air-conditioners-and-heat-pumps

chillers are usually located inside the building. Heat from the chiller is carried by recirculating water to a heat sink such as an outdoor cooling tower.7

Roof Top Unit (Without Economizer) - A type of packaged unit made specifically for outdoor installation on building roofs. These units often include their own internal heating and cooling devices.8

Roof Top Unit (With Economizer) - A roof top unit that includes an economizer, which is a sensor controlled damper (i.e., adjustable opening) that uses temperature, humidity, and/or carbon dioxide measurements from the outside air to determine the most energy efficient way to condition the air in a building while preserving air quality. An economizer helps maximize the energy efficiency of an air conditioning unit by bringing outside air into the building without having to run the unit’s compressor. For example, if the desired temperature in a building is 70 degrees, the indoor air temperature is currently 75 degrees, and the outside air temperature is 65 degrees, the economizer can pull outside air into the building to reduce the indoor air temperature without having to use energy to run the compressor.9 The economizer is shown extending out of the roof top unit on the left hand side of the image to the left.

Heating Systems

Boiler - (gas or oil fueled): Boilers heat water or produce steam, which is circulated through the building to radiators or other terminal units used to heat the building.10

Furnace - (gas or oil fueled): Furnaces heat air, which is delivered directly to conditioned spaces for heating purposes.11

7 Photo courtesy of http://www.ahi-carrier.com.au/product.cfm?productid=78&content=52.8 Photo courtesy of http://www.phillyfacility.com/. 9 Photo courtesy of: http://www.advanceair.net/free-cooling.htm 10 Photo courtesy of http://ees.lbl.gov/product/commercial-packaged-boilers.11 Photo courtesy of http://ees.lbl.gov/product/commercial-warm-air-furnaces.


http://ees.lbl.gov/product/commercial-warm-air-furnaces

http://ees.lbl.gov/product/commercial-packaged-boilers

http://www.advanceair.net/free-cooling.htm

http://www.phillyfacility.com/

http://www.phillyfacility.com/

http://www.ahi-carrier.com.au/product.cfm?productid=78&content=52

Heat Pumps

Air Source Heat Pump - Air source heat pumps transport heat from outside to inside (heating) or the reverse (cooling). Air source heat pumps usually utilize a separate outdoor compressor unit to extract heat from or reject heat to the outside air.12

Water Source Heat Pump - Water source heat pumps transport heat into or out of a steam of water, which acts a heat sink or a heat source. Water source heat pumps have piping connections to a water heat sink, which is usually connected to a cooling tower and/or boiler.13

Packaged Terminal Heat Pump - A self-contained, unitary heat pump both heats and cools. Most often, these are air source heat pumps designed to go through a wall (similar to a PTAC).14

12 Photo courtesy of http://www.earthtimes.org/green-blogs/green-living/air-source-heat-pumps-make-efficiency-breeze-10-Aug-12/.13 Photo courtesy of http://louisville.olx.com/mcquay-water-source-heat-pumps-iid-44572929.14 Photo courtesy of http://ees.lbl.gov/product/packaged-terminal-air-conditioners-and-heat-pumps.


http://ees.lbl.gov/product/packaged-terminal-air-conditioners-and-heat-pumps

http://louisville.olx.com/mcquay-water-source-heat-pumps-iid-44572929

http://www.earthtimes.org/green-blogs/green-living/air-source-heat-pumps-make-efficiency-breeze-10-Aug-12/

Appendix B: EZ Retrofit Data Sources and Checklist

The following chart provides potential resources to refer to when completing the checklist. This is not a comprehensive list, nor are you required to have and use all of the resources listed.

Using these various sources, complete the checklist below so that you have all of the required information available to you when using EZ Retrofit.


General CharacteristicsProperty Name:Building Name:Building Address:State:Nearest Airport:Zip code:Floors Above Ground:Floors Below Ground:Square Footage of Conditioned Area:Total Square Footage:Average Ceiling Height:Number of Apartment Units:Year Building was Built:Primary Space Heating Fuel Type: Electricity Natural Gas / OilPrimary Water Heating Fuel Type: Electricity Natural Gas / OilUtility DataDo you have Monthly Utility Bill Data? Yes No (If Yes, complete the rows below. If No, skip to the next question.)Enter the amount consumed and date for each tenant and/or owner paid utility for up to 13 months.*Annual Data will produce equivalent results if it is more easily accessible.

Electricity(kWh)

Gas(Therms)

Oil(Gallons)

Water(Thousand

Gallons)

TenantAmount ConsumedPeriod End/Meter Read Date




Tenant Amount ConsumedPeriod End/Meter Read Date










OwnerAmount ConsumedPeriod End/Meter Read Date



Owner Amount ConsumedPeriod End/Meter Read Date









Owner Amount ConsumedPeriod End/Meter Read Date

Do you have Annual Utility Bill Data? Yes No (If Yes, complete the rows below. If No, skip to the next question.)Annual Electricity Consumption (kWh) – Paid by OwnerAnnual Natural Gas Consumption (Therm) – Paid by OwnerAnnual Oil Consumption (Gallon) – Paid by OwnerAnnual Water Consumption (Thousand Gallon) – Paid by OwnerAnnual Electricity Consumption (kWh) – Paid by TenantAnnual Natural Gas Consumption (Therm) – Paid by TenantAnnual Oil Consumption (Gallon) – Paid by TenantAnnual Water Consumption (Thousand Gallon) – Paid by TenantIf you DONOT have Monthly or Annual utility bill data, answer the following questions.Have the heating systems been replaced in the last 20 years? Yes No Do Not KnowHave the cooling systems been replaced in the last 20 years? Yes No Do Not KnowHave the water systems been replaced in the last 20 years? Yes No Do Not KnowHave the windows been replaced in the last 20 years? Yes No Do Not KnowHas the building insulation been improved in the last 20 years? Yes No Do Not KnowDoes the building have low-flow fixtures? Yes No Do Not Know


What is the primary type of lighting in the common area? Mostly Incandescent Mostly CFL Mostly LEDDoes the common area lighting have sensors or occupancy controls?

Yes No Do Not Know

Have you performed duct sealing in the last 10 years? Yes No Do Not KnowHave you performed air sealing in the last 10 years? Yes No Do Not KnowBenchmarkingIs this a multifamily walkup building? Yes No Do Not KnowDoes this building have a central laundry facility? Yes No Do Not KnowHow many units in this building have in-unit laundry hookups or access to a central laundry?What type of fuel is used by the stoves or ranges? Electricity Natural GasDoes this building have an elevator? Yes NoEnvelope SectionGeneral Building Shape: Square Rectangle (If yes, does the long side face south? Yes No) T or L ShapeWall Type:(select one option for each wall type characteristic below, for solid walls select ‘Solid’ only) 4” 6” 8” 10” Hollow Solid Brick VinylWindow Type:(select one option for each window type characteristic below) Double-Pane Single-Pane Clear Tinted Aluminum Wood/VinylEstimated Percentage of Window Area:(select one, see below for suggested calculation) Very Small (<11% of Wall Area) Less (11%-14%) Normal (15%-18%) More (19%-23%) Lots of Window (>23%)

Window area % calculation

(A) ____ sq. ft. of an average window (B) ____ # of windows ona single exterior wall

(A) x (B) =

(C) ____ sq. ft. total window area on a single exterior wall

(D) ____ ft. single exterior wall length (E) ____ ft. single exterior wall height

(D) x (E) =

(F) ___ sq. ft. single exteriorwall area

Window area (%) = (C) / (F) = ________ sq. ft.

Do you have a blower door test score for this building? Yes (please enter your blower door test results) Air Infiltration: __________ CFM 50 No (please answer the two questions below)

Has the building undergone any air sealing improvements since it was constructed? No Major Improvements Moderate Improvements Minor Improvements

When were the most recent air sealing improvements completed? No Improvement >20 Years 10-20 Years 5-10 Years Less Than 5 Years

Heating and Cooling System System 1 System 2 System 3 System 4Who pays the utility bills? (owner, tenant)System Category: (cooling, heating, heat pump)Is this a central or individual system?System Type:


Room AC Ducted Split System AC Packaged Terminal AC Air Cooled Chiller Water Cooled Chiller Roof Top AC Roof Top AC w/

Economizer Baseboard Electric Resistance

Boiler - Gas Boiler - Oil Furnace – Gas Furnace – Gas Air Source Heat Pump Water Source Heat Pump Packaged Terminal Heat

Pump

System Age: (i.e. year manufactured)What percentage of units served by this system has a programmable thermostat? For Individual Systems OnlyIndividual System Name: (use any unique identifier)

System Capacity:System Capacity Unit: (Btu/h, KBtu/h, Ton)How many HVAC systems of this type are in the building?Does this system serve an interior zone? (“Individual” Systems only)Domestic Hot Water System 1 System 2 System 3 System 4Who pays the utility bills? (owner, tenant)

System Name: (use any unique identifier)

DHW System Category? Individual Central – Serve DHW only Central – Serve Space Heating & DHW

DHW System Type:(standard electric storage tank or standard gas storage tank)

DHW System Age: (i.e. year manufactured)

Are current showerheads low flow shower heads? No Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, all(low flow showerheads = flow rate of 2 gallons per minute or less)Are current bathroom faucets low flow faucets? No Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, all(low flow faucets = flow rate of 1.5 gallons per minute or less)Are current kitchen faucets low flow faucets? No Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, allIs the DHW tank currently insulated? Not Applicable No Yes: Poorly Insulated w/ 3” Insulation (R-7) Yes: Poorly Insulated w/ 6” Insulation (R-13) Yes: Properly Insulated w/ 3” Insulation (R-11) Yes – Properly Insulated w/ 6” Insulation (R-19)Are the DHW supply pipes currently insulated? No


Yes: Poorly Insulated w/ 1” Insulation (R-1) Yes: Poorly Insulated w/ 2” Insulation (R-2.5) Yes: Properly Insulated w/ 2” Insulation (R-2) Yes: Properly Insulated w/ 2” Insulation (R-4) For Individual Systems OnlyHow many apartments are served by this DHW type?What is the average number of bedrooms per apartment? (studios count as ‘0’)

Clothes Washer Group 1 Group 2 Group 3 Group 4Who pays the utility bills? (owner, tenant)Where are the washer(s) located?(apartments, common area)

How many washers of this type are in the building?Clothes Washer Type / Age: NON-ENERGY STAR / After 2006 NON-ENERGY STAR / After 1996-2005 NON-ENERGY STAR / After 1986-1995 NON-ENERGY STAR / Before 1985 Typical ENERGY STARWhich DHW system serves these washers?(use ‘System Name’ from DHW section above)What type of dryers do you have?(electric, natural gas, none)Kitchen Appliances Group 1 Group 2 Group 3 Group 4Who pays the utility bills? (owner, tenant)

Appliance Type: (refrigerator, freezer only, dishwasher)Style of Refrigerator / Freezer:(see User Guide for a full list of refrigerator and freezer configurations)

Quantity of Kitchen Appliances:System Age / Type: NON-ENERGY STAR / After 2006 NON-ENERGY STAR / After 1996-2005 NON-ENERGY STAR / After 1986-1995 NON-ENERGY STAR / Before 1985 Typical ENERRGY STAR


Lighting

Who pays the utility

bills?(owner, tenant)

Location Lighting Category Lighting SystemQuantity

of Lighting

Do these lighting fixtures have

occupancy control sensors?

Heating System

Serving This Space

Cooling System

Serving This Space

123456789101112131415161718192021

Motors and Controls


Who pays the utility bills?

(owner, tenant)

Cooling & Heating System Category

Served by this Motor or Control

(cooling, heating, DHW)

Cooling, Heating, or DHW System Name

Served by this Motor or Control

(choose a system from the ‘Heating & Cooling section)

Equipment Category(chilled water pump, air

handler fan, cooling tower fan motor)

System Control Type (constant speed, variable

speed)

Motor Age

Quantity of

Motors

1234567


Duct Sealing System 1 System 2 System 3 System 4Who pays the utility bills? (owner, tenant)Name of cooling system that serves this space? (use name from ‘Heating &Cooling’ section: ‘Central’ systems appear in the tool as ‘Your Predominant Cooling System’)Name of heating system that serves this space?(use name from ‘Heating &Cooling’ section: ‘Central’ systems appear in the tool as ‘Your Predominant Heating System’)

What is the square footage of the conditioned are served by this duct system? Have you performed any tests to estimate the duct leakage? If yes, please indicate so below and fill out the fields

below.

Duct Blaster Test: ___________ CFM25Blower Door Test

Whole House Infiltration – All ducts open: ________ CFM50

Envelope Infiltration – All ducts sealed: ________ CFM50

Pressure between the house and taped off ducts: ________ Pascals If you have not performed any tests to estimate the duct leakage, please fill out the fields below.

What percentage of your ducts are within the conditioned space? __________

What is the general condition of the ducts? Connections Sealed with Mastic No Observable Leaks Some Observable Leaks Significant Leaks Catastrophic Leaks

How thick is the insulation on the ducts located outside of conditioned space (inches)? ≥ 2 (R-8 or Greater) 1.5 – 1.9 (R-4 to R-7) < 1.5 (Less than R-4) Do Not Know

Water Fixtures Group 1 Group 2 Group 3 Group 4Who pays the utility bills? (owner, tenant)Fixture Type / Location:(bathroom faucet, kitchen faucet, showerhead)How many of these fixtures are in each apartment?Average Flow Rate of the Fixtures in GPM

Average number of bedrooms per apartment?

How many apartments have this type of system?

Which DHW system serves these fixtures?(use name from ‘Domestic Hot Water’ section)

Water Conservation (Toilets) Group 1 Group 2 Group 3 Group 4


Who pays the utility bills? (owner, tenant)What is the average number of toilets per apartment/public restroom?What is the average gallons per flush (gpf) of the toilets? (i.e. year manufactured)

Toilet Age Standard gpf(Gallons per Flush)

After 2006 1.61996 - 2005 1.61986 - 1995 3.51977 - 1985 3.5Before 1977 5

What is the average number of bedrooms per apartment?How many apartments/public restrooms have this type of system?


Appendix C: Technical Guide

This section presents the primary sources that are used in the development of 1) saving calculation algorithms, 2) assumptions for saving calculations, baseline conditions, and proposed systems, and 3) cost assumptions for each of the measure categories. It also briefly discusses some of the approaches/functionalities that are built into the tool, such as benchmarking, heating and cooling load calculations, and the energy efficiency measure interactive effects calculation.

The tool has been locked so that typical users (e.g., building owner or managers) do not accidently alter the tool’s algorithms. However, if you are an engineer, energy auditor, or energy modeler, you may want to see (and even improve) the tool’s algorithms. In order to unlock the tool and see the main tabs in the Excel file, do the following:

1. Open the tool and select “Advanced User Path” and click OK

2. Go to File / Options / Advanced

3. In the ‘Excel Options’ window, go to ‘Display options for this workbook’ section and check ‘Show sheets tabs’; click OK.

Assumptions and calculations for each section are generally found on tabs that are hidden. To access hidden tabs, right-click on any current tab and select “Unhide” from the pop-up menu. The sections below detail which tabs you will need to unhide in order to access specific assumptions and calculations. Lookup tabs, which generally include key assumptions, have key headings highlighted yellow for easy scanning. Cells highlighted light pink indicate that those cells reference other inputs or assumptions in the workbook.

1. BenchmarkingThe benchmarking functionality is developed based on the utility benchmarking tools available on the US Department of Housing and Urban Development website: ( http://portal.hud.gov/hudportal/HUD? src=/program_offices/public_indian_housing/programs/ph/phecc/ubenchtool )

Energy and water consumption data are voluntarily submitted for over 9,100 buildings by almost 350 Public Housing Assessment System (PHAS) nationwide. Regression analyses are performed on the datasets to see which of over 30 characteristics (e.g., building size, unit size, climate, building age, laundry type, parking, utility prices) are most closely linked to energy and water use. Regression model-based benchmarking is not a perfect science. While the benchmarking score is a good indication of where your building stands, it is likely that some buildings, due to their unique characteristics, will be more or less efficient than their benchmark score would indicate.

2. Envelope Section2.1 Heating and Cooling Load Calculation Algorithms

When the HVAC system has been identified as a ‘Central’ system by the user, the tool calculates the required heating and/or cooling loads based on the information provided on the ‘General Characteristics’ and ‘Envelope’ sections (e.g., exterior wall insulation, glass types, building area, etc.). Heating and cooling loads essentially determine the amount of energy required to be added or removed from a space by the HVAC system to provide the desired interior temperature within a space. The

113



calculated loads in this section are used to determine the HVAC system sizes as well as heating and cooling equivalent full load hours (EFLH). Note that the tool auto calculates the size for those systems that are either:

1. Introduced from the ‘Envelope’ screen in the Advanced Path or 2. Entered as a ‘Central’ system15 in the EZ Path.

When an HVAC system has been identified as an “individual” system in the EZ Path, the user should provide the system size information (Btu/h, kBtu/h, or ton). The tool then calculates the heating and/or cooling loads based upon the provided individual system’s capacity.

Calculations for the building envelope can be found on the “Envelope Calculations” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab to view the calculations associated with the building envelope.

The load calculation in this tool is based on the Bin method. The 8760 hourly temperature data from the Typical Meteorological Year (TMY) 3 data is divided into 38.5°F temperature bins. The weather data can found in the “TMY 3 Data” tab. The average temperature in each bin is used for calculating load for each bin. Sensible loads are calculated for the following components:

Walls Windows Doors Roof/Ceiling Basement Slab Infiltration Ventilation Internal gain from occupants, lighting, and appliances Duct loss

Latent loads are calculated for the following components:

Infiltration Ventilation Internal gain

2.2 Envelope Assumptions

Assumptions for the building envelope can be found on the “Envelope Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Envelope Lookup tab shows assumptions for:o Building/unit orientationso Door R-values

15 A ‘Central’ system refers to a system that serves the whole building, including apartment units and the common area.


o Window type, framing, glass load factor, SHGC, and U-valueso Insulation R-values for floors, ceilings, and wallso Framing, sheathing, compression, etc. for walls and ceilingso Envelope degradation based on building age

2.2.1Sources for HVAC Load Calculation Algorithms and Assumptions

2013 ASHRAE Handbook—Fundamentals, chapter 17: Residential Cooling And Heating Load Calculations

2013 ASHRAE Handbook—Fundamentals, chapter 18: Commercial Cooling And Heating Load Calculations

2001 ASHRAE Handbook—Fundamentals, chapter 17: Residential Cooling And Heating Load Calculations

3. Heating and Cooling System3.3.1 Savings Calculation Algorithms

Calculation algorithms for the heating and cooling systems can be found on the “HVAC – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th, 2012 (http://ilsagfiles.org/SAG_files/Technical_Reference_Manual/Version_1/Illinois_Statewide_TRM_Version_1.0.pdf)

3.2 HVAC AssumptionsAssumptions for the heating and cooling systems can be found on the “HVAC – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The HVAC – Lookup tab shows assumptions for:o System typeso System capacitieso System efficiencieso System ageo System useful lifeo Thermostat assumptionso RTU economizer assumptionso System costs

115

http://ilsagfiles.org/SAG_files/Technical_Reference_Manual/Version_1/Illinois_Statewide_TRM_Version_1.0.pdf


3.

3.2

3.2.1Sources for Savings Calculation Assumptions ASHRAE Standard 90.1 - 1989, 1999, 2004, 2007, and 2010 Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th,

2012 (http://ilsagfiles.org/SAG_files/Technical_Reference_Manual/Version_1/Illinois_Statewide_TRM_Version_1.0.pdf)

Delaware Technical Resource Manual: An Update to the Mid Atlantic TRM. Opinion Dynamics Corporation, April 30, 2012 (http://www.dnrec.delaware.gov/energy/information/otherinfo/Documents/EM-and-V-guidance-documents/DELAWARE_TRM_August%202012.pdf)

State of Ohio Energy Efficiency Technical Reference Manual Including Predetermined Savings Values and Protocols for Determining Energy and Demand Savings. Vermont Energy Investment Corporation, August 6, 2010 (http://s3.amazonaws.com/zanran_storage/amppartners.org/ContentPages/2464316647.pdf)

Mid-Atlantic TRM, Version 2.0, July 2011, Prepared by Vermont Energy Investment Corporation (VEIC), Facilitated and Managed by Northeast Energy Efficiency Partnerships (http://www.neep.org/resources)

3.2.2Sources for Cost Assumptions RS Means Construction Cost Data, data collected in February 2013

4.Domestic Hot Water4.1 Savings Calculation Algorithms

Calculation algorithms for the domestic hot water systems can be found on the “DHW – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

Gas Appliance Manufacturers Association (GAMA) Sources

4.2 DHW Assumptions

Assumptions for the domestic hot water systems can be found on the “DHW – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The DHW – Lookup tab shows assumptions for:o System typeo Fuel typeo Tank sizeo System efficiency


http://www.neep.org/resources

http://s3.amazonaws.com/zanran_storage/amppartners.org/ContentPages/2464316647.pdf

http://www.dnrec.delaware.gov/energy/information/otherinfo/Documents/EM-and-V-guidance-documents/DELAWARE_TRM_August%202012.pdf




o System ageo System useful lifeo Number of bedroomso Pipe insulationo Tank jackets/wrapo Faucet types (low flow or not)

Additional fixture assumptions and calculations can be found on the “Fixture – Lookup” and “Fixture – Cals” tabs – see section 11 of this Appendix.

o Temperature set pointso Pipe lengthso System costs

4.2.1Sources for Savings Calculation Assumptions US Department of Energy: Buildings Energy Data Book: Section 5.4. Water Heaters , data

collected in February 2013 Gas Appliance Manufacturers Association (GAMA) Directory ASHRAE Standard 90.1 2007 Energy Efficiency and Renewable Energy, Building Technologies Program, Building America

Performance Analysis Procedures for Current Homes. Robert Hendron, National Renewable Energy Laboratory, U.S. Department of Energy, May 2006(http://www.nrel.gov/docs/fy06osti/38238.pdf)

Strategy Guideline: Proper Water Heater Selection. U.S. Department of Energy, Energy Efficiency and Renewable Energy; M. Hoeschele, D. Springer, A. German, J. Staller, and Y. Zhang - Alliance for Residential Building Innovation (ARBI), August 2012( http://permanent.access.gpo.gov/gpo28573/strategy_guide_water_heater.pdf )

4.2.2Sources for Cost Assumptions RS Means Construction Cost Database, data collected in February 2013 Industrial equipment/material supplier websites such as Grainger at www.Grainger.com, data

collected in February 2013

5.Clothes Washer5.1 Savings Calculation Algorithms

Calculation algorithms for clothes washers can be found on the “ClothesWasher – Lookup & Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

Savings Calculator for ENERGY STAR Qualified Appliances, data collected in February 2013(http://www.energystar.gov/products/updated_energy_star_appliance_calculator_currently_development)

117

http://www.energystar.gov/products/updated_energy_star_appliance_calculator_currently_development


http://www.Grainger.com/

http://permanent.access.gpo.gov/gpo28573/strategy_guide_water_heater.pdf

5.2 Clothes Washer AssumptionsAssumptions for clothes washers can also be found on the “ClothesWasher – Lookup & Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The ClothesWasher – Lookup & Cals tab shows assumptions for:o Washer capacityo Washer efficiency (MEF and WF)o Washer rated consumptiono Washer ageo Loads per weeko Water heater fuel typeo System useful lifeo Dryer typeo Washer replacement planso Washer costs

5.2.1Sources for Savings Calculation Assumptions Savings Calculator for ENERGY STAR Qualified Appliances, data collected in February 2013

(http://www.energystar.gov/products/updated_energy_star_appliance_calculator_currently_development)

Life-Cycle Optimization of Residential Clothes Washer Replacement. Richard Bole, Center for Sustainable System at University of Michigan April 21, 2006, Report No. CSS06-03 (http://css.snre.umich.edu/css_doc/CSS06-03.pdf)

5.2.2Sources for Cost Assumptions Savings Calculator for ENERGY STAR Qualified Appliances


Home improvement retailers, such as Home Depot, Lowes, and Sears, data collected in February 2013

6.Kitchen Appliances6

6.1 Savings Calculation AlgorithmsCalculation algorithms for kitchen appliances can be found on the “Appliances – Lookup & Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

Savings Calculator for ENERGY STAR Qualified Appliances, data collected in February 2013




http://css.snre.umich.edu/css_doc/CSS06-03.pdf




6.2 Kitchen Appliance AssumptionsAssumptions for kitchen appliances can also be found on the “Appliances – Lookup & Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Appliances – Lookup & Cals tab shows assumptions for:o Dishwasher age and typeo Dishwasher consumption (kWh/year and gallons of water per cycle)o Dishwasher loads per weeko Dishwasher useful lifeo Dishwasher costso Refrigerator/freezer age and typeo Refrigerator/freezer volumeo Refrigerator/freezer consumption (kWh/year)o Refrigerator/freezer useful lifeo Refrigerator/freezer costs

6.2.1Sources for Savings Calculation Assumptions Savings Calculator for ENERGY STAR Qualified Appliances, data collected in February 2013


Life Cycle Optimization of Household Refrigerator-Freezer Replacement. Yuhta Alan Horie, Center for Sustainable System at University of Michigan, August 14, 2004(http://css.snre.umich.edu/css_doc/CSS04-13.pdf)

6.2.2Sources for Cost Assumptions Savings Calculator for ENERGY STAR Qualified Appliances


Home improvement retailers, such as Home Depot, Lowes, and Sears, data collected in February 2013

119



http://css.snre.umich.edu/css_doc/CSS04-13.pdf





7.Lighting7

7.1 Savings Calculation AlgorithmsCalculation algorithms for lighting fixtures can be found on the “Lightings – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th, 2012(http://ilsagfiles.org/SAG_files/Technical_Reference_Manual/Version_1/Illinois_Statewide_TRM_Version_1.0.pdf)

Energy Management Handbook, 8th Edition. Steve Doty, Wayne C. Turner, November 7, 2012. ISBN-10: 1466578289 ISBN-13: 978-1466578289

7.2 Lighting AssumptionsAssumptions for lighting fixtures can be found on the “Lightings – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Lightings – Lookup tab shows assumptions for:o Lighting wattageo Operation frequency (hours/day, days/year)o % savings per occupancy controlo Lighting useful lifeo Lighting costs

7.2.1Sources for Savings Calculation Assumptions Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th,

2012(http://ilsagfiles.org/SAG_files/Technical_Reference_Manual/Version_1/Illinois_Statewide_TRM_Version_1.0.pdf)

ENERGY STAR Multifamily High Rise Program – Simulation Guidelines, Version 1.0, Revision 02. U.S. EPA, September 2013(http://www.energystar.gov/index.cfm?c=bldrs_lenders_raters.nh_multifamily_highrise)

2010 U.S. Lighting Market Characterization. U.S. Department of Energy, Building Technologies Program, January 2012(http://apps1.eere.energy.gov/buildings/publications/pdfs/ssl/2010-lmc-final-jan-2012.pdf)

7.2.2Sources for Cost Assumptions National Renewable Energy Lab (NREL) National Residential Efficiency Measures Database, data

collected in February 2013 (http://www.nrel.gov/ap/retrofits/about.cfm)


http://www.nrel.gov/ap/retrofits/about.cfm

http://apps1.eere.energy.gov/buildings/publications/pdfs/ssl/2010-lmc-final-jan-2012.pdf

http://www.energystar.gov/index.cfm?c=bldrs_lenders_raters.nh_multifamily_highrise






Home improvement/lighting retailers including Home Depot, www. GreenElectricalSupply.com and http://www.Warehouse-Lighting.com, data collected in February 2013

8.Motors & Controls8.1 Savings Calculation Algorithms

Calculation algorithms for motors and controls can be found on the “Motors – Calcs” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

ASHRAE/IES Standard 90.1-1989 User’s Manual

8.2 Motors and Controls AssumptionsAssumptions for motors and controls can be found on the “Motors – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Motors – Lookup tab shows assumptions for:o Motor useful lifeo Motor ageo Motor voltageo Fan/Pump control typeo CFM requirementso Average duct/pipe lengthso Average peak flow rateo Head loss for elevation changeso Nominal motor loado Power percentage calculationso Motor efficiencyo Load profiles

8.2.1Sources for Savings Calculation Assumptions 2013 California Building Energy Efficiency Standards for Residential and Nonresidential Buildings:

Title 24, Part 6 and Associated Administrative Regulations in Part 1. May 2012,CEC 400 2012 004-CMF-REV2 ‐ ‐ ‐(http://www.energy.ca.gov/2012publications/CEC-400-2012-004/CEC-400-2012-004-CMF-REV2.pdf)

2006 Virginia Plumbing Code, Appendix E: Sizing of Water Piping System (https://www2.iccsafe.org/states/Virginia/Plumbing/PDFs/Appendix%20E_Sizing%20of%20Water%20Piping%20System.pdf)

Delaware Technical Resource Manual: An Update to the Mid Atlantic TRM. Opinion Dynamics Corporation, April 30, 2012

121

https://www2.iccsafe.org/states/Virginia/Plumbing/PDFs/Appendix%20E_Sizing%20of%20Water%20Piping%20System.pdf

https://www2.iccsafe.org/states/Virginia/Plumbing/PDFs/Appendix%20E_Sizing%20of%20Water%20Piping%20System.pdf

http://www.energy.ca.gov/2012publications/CEC-400-2012-004/CEC-400-2012-004-CMF-REV2.pdf)

http://www.energy.ca.gov/2012publications/CEC-400-2012-004/CEC-400-2012-004-CMF-REV2.pdf)

http://www.Warehouse-Lighting.com/

http://www.greenelectricalsupply.com/



(http://www.dnrec.delaware.gov/energy/information/otherinfo/Documents/EM-and-V-guidance-documents/DELAWARE_TRM_August%202012.pdf)

The Engineering toolbox – Hot Water Consumption, (http://www.engineeringtoolbox.com/hot-water-consumption-person-d_91.html)

8.2.2Sources for Cost Assumptions RS Means Construction Cost Database, data collected in February 2013 Industrial equipment/material supplier websites such as www.GlobalIndustrial.com , data

collected in February 2013

9.Air Sealing8.1 Savings Calculation Algorithms

Calculation algorithms for air sealing can be found on the “Air Sealing – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):


8.2 Air Sealing AssumptionsAssumptions for air sealing/infiltration can also be found on the “Air Sealing – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Air Sealing - Lookup tab shows assumptions for:o Baseline ACHo Targeted ACHo Conversion factors between ACHn and ACH50o Air sealing costs

9.2.1Sources for Savings Calculation Assumptions Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th,



New York Standard Approach for Estimating Energy Savings from Energy Efficiency Programs: Single Family Residential Measures. Prepared by: New York Evaluation Advisory Contractor Team Nick Hall, Pete Jacobs, Paul Horowitz, Rick Ridge, Gil Peach, Ralph Prahl December 16,







http://www.GlobalIndustrial.com/

http://www.engineeringtoolbox.com/hot-water-consumption-person-d_91.html

http://www.engineeringtoolbox.com/hot-water-consumption-person-d_91.html



2009 (http://www3.dps.ny.gov/W/PSCWeb.nsf/96f0fec0b45a3c6485257688006a701a/766a83dce56eca35852576da006d79a7/$FILE/TechManualSF_residential_clean_12-15-09.pdf)

Colorado Energy Organization, Air Infiltration Estimation Table. Professional Corner. Last Updated: 01/21/2007 (http://www.coloradoenergy.org/procorner/stuff/air_infiltration.htm)

Energy Efficiency and Renewable Energy, Building Technologies Program, Building America Performance Analysis Procedures for Current Homes. Robert Hendron, National Renewable Energy Laboratory, U.S. Department of Energy, May 2006 (http://www.nrel.gov/docs/fy06osti/38238.pdf)

Performance Tested Comfort Systems (PTCS), Regional Technical Forum, Performance Tested Comfort Systems® Duct Program Standards and Testing Procedures. Washington State University Energy Program, June 6, 2006 (http://ptcsnw.com/downloads/PTCSDuctspec_FY07v1_1.pdf )

ENERGY STAR® Home Sealing Specification, Version 1. U.S. EPA, October 16 2001 (https://www.energystar.gov/ia/home_improvement/home_sealing/ES_HS_Spec_v1_0b.pdf)

9.2.2Sources for Cost Assumptions National Renewable Energy Laboratories, National Residential Efficiency Measures Database ,

data collected in February 2013 (http://www.nrel.gov/ap/retrofits/about.cfm)

10. Duct Sealing10.1 Savings Calculation Algorithms

Calculation algorithms for duct sealing can be found on the “Duct Sealing – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):


10.2 Duct Sealing Assumptions

Assumptions for duct sealing can be found on the “Duct Sealing – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Duct Sealing - Lookup tab shows assumptions for:o Duct insulationo Duct loss factorso CFM25 conversion factors from measurements taken at pressure other than 25 Pao Distribution efficiencyo Duct sealing useful life

123




https://www.energystar.gov/ia/home_improvement/home_sealing/ES_HS_Spec_v1_0b.pdf

http://ptcsnw.com/downloads/PTCSDuctspec_FY07v1_1.pdf

http://www.nrel.gov/docs/fy06osti/38238.pdf

http://www.coloradoenergy.org/procorner/stuff/air_infiltration.htm

http://www3.dps.ny.gov/W/PSCWeb.nsf/96f0fec0b45a3c6485257688006a701a/766a83dce56eca35852576da006d79a7/$FILE/TechManualSF_residential_clean_12-15-09.pdf


o Duct sealing costs

10.2.1 Sources for Savings Calculation Assumptions Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th,



Building Performance Institute (BPI) Technical Standards For The Heating Professional. November 20, 2007 (http://www.bpi.org/Web%20Download/BPI%20Standards/Heating%20Professional_11-20-07.pdf)

Performance Tested Comfort Systems (PTCS), Regional Technical Forum, Performance Tested Comfort Systems® Duct Program Standards and Testing Procedures. Washington State University Energy Program, June 6, 2006 (http://ptcsnw.com/downloads/PTCSDuctspec_FY07v1_1.pdf )

Minneapolis Duct Blaster: Operation Manual (Series B Systems). The Energy Conservatory (TEC), Manual Edition: August 2012 (http://www.energyconservatory.com/sites/default/files/documents/duct_blaster_manual_series_b_-_dg700.pdf)

Duct Leakage Testing. The Energy Conservatory (TEC) (http://energyconservatory.com/wp-content/uploads/2014/12/Duct-Leakage-Testing-Webinar-2014-Nov-2.pdf & (http://support.energyconservatory.com/hc/en-us)

Washington State Energy Code (WSEC) , Supplement F, Washington State University, Extension Energy Program(http://www.energy.wsu.edu/Documents/BFG%20Supplement%20F-Jan2011.pdf)

10.2.2 Sources for Cost Assumptions National Renewable Energy Laboratories, National Residential Efficiency Measures Database,


11. Water Fixtures 10.1 Savings Calculation Algorithms

Calculation algorithms for water fixtures can be found on the “Fixture – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):



http://www.energy.wsu.edu/Documents/BFG%20Supplement%20F-Jan2011.pdf

http://support.energyconservatory.com/hc/en-us

http://energyconservatory.com/wp-content/uploads/2014/12/Duct-Leakage-Testing-Webinar-2014-Nov-2.pdf

http://energyconservatory.com/wp-content/uploads/2014/12/Duct-Leakage-Testing-Webinar-2014-Nov-2.pdf

http://www.energyconservatory.com/sites/default/files/documents/duct_blaster_manual_series_b_-_dg700.pdf

http://www.energyconservatory.com/sites/default/files/documents/duct_blaster_manual_series_b_-_dg700.pdf

http://ptcsnw.com/downloads/PTCSDuctspec_FY07v1_1.pdf

http://www.bpi.org/Web%20Download/BPI%20Standards/Heating%20Professional_11-20-07.pdf

http://www.bpi.org/Web%20Download/BPI%20Standards/Heating%20Professional_11-20-07.pdf





10.2 Water Fixture Assumptions

Assumptions for water fixtures can be found on the “Fixture – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Fixture - Lookup tab shows assumptions for:o Throttle factoro Frequency and duration of use per dayo Hot water temperature setpointo Average flow rateo Fixture costso Fixture useful life

11.2.1 Sources for Savings Calculation Assumptions Illinois Energy Efficiency Technical Reference Manual (TRM), State of Illinois, September 14 th,


Mid-Atlantic TRM, Version 2.0, July 2011, Prepared by Vermont Energy Investment Corporation (VEIC), Facilitated and Managed by Northeast Energy Efficiency Partnerships (http://www.neep.org/)

Pennsylvania Technical Resource Manual. PA Public Utilities Commission, 2013 Draft (http://www.puc.state.pa.us/electric/pdf/Act129/Act129_TRM-2013_Redlined.pdf)

EPA Water Sense: Version 1.1 WaterSense New Home Specification – Effective January 1, 2013 U.S. EPA(http://www.epa.gov/watersense/docs/home_finalspec508.pdf)

EPA Water Sense, WaterSense Specification for Showerheads Supporting Statement. Version 1.0 (http://www.epa.gov/WaterSense/docs/showerheads_finalsuppstat508.pdf)

New York Standard Approach for Estimating Energy Savings from Energy Efficiency Programs: Single Family Residential Measures. Prepared by: New York Evaluation Advisory Contractor Team Nick Hall, Pete Jacobs, Paul Horowitz, Rick Ridge, Gil Peach, Ralph Prahl December 16, 2009 (http://www3.dps.ny.gov/W/PSCWeb.nsf/96f0fec0b45a3c6485257688006a701a/766a83dce56eca35852576da006d79a7/$FILE/TechManualSF_residential_clean_12-15-09.pdf)

11.2.2 Sources for Cost Assumptions National Renewable Energy Laboratories, National Residential Efficiency Measures Database,


125




http://www.epa.gov/WaterSense/docs/showerheads_finalsuppstat508.pdf

http://www.epa.gov/watersense/docs/home_finalspec508.pdf

http://www.puc.state.pa.us/electric/pdf/Act129/Act129_TRM-2013_Redlined.pdf

http://www.neep.org/





12. Water Conservation 10.1 Savings Calculation Algorithms

Calculation algorithms for water conservation can be found on the “Water Conservation – Cals” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view calculations from the following source(s):

EPA Water Sense, WaterSense Tank-Type High-Efficiency Toilet Specification Supporting Statement (http://www.epa.gov/WaterSense/docs/het_suppstat508.pdf)

10.2 Water Conservation Assumptions

Assumptions for water conservation can be found on the “Water Conservation – Lookup” tab. Follow the directions at the beginning of Appendix C to access and unhide this tab; doing so will allow you to view the following information:

The Water Conservation - Lookup tab shows assumptions for:o Gallons per flusho Flushes per dayo Fixture costso Fixture useful life

12.2.1 Sources for Savings Calculation Assumptions EPA Water Sense, WaterSense Tank-Type High-Efficiency Toilet Specification Supporting

Statement. U.S. EPA, February 9, 2007 (http://www.epa.gov/WaterSense/docs/het_suppstat508.pdf)

The Water Logue, A dialogue for California's water conservation community. Seattle University, Volume 2, No. 5 – Fall 2003 (https://www.seattleu.edu/uploadedfiles/sustainability/get_involved/waterlogue_volume_2_no_5_2003.pdf)

WaterSense Program: Methodology for National Water Savings Analysis Model Indoor Residential Water Use Report. Lawrence Berkley National Lab (LBNL), February 2008 (http://eetd.lbl.gov/sites/all/files/lbnl-456e.pdf)

US Green Building Council, Water Use Reduction Additional Guidance – Version 7. December 1, 2009 (updated 7/6/2012)(http://www.usgbc.org/Docs/Archive/General/Docs6493.pdf)

12.2.2 Sources for Cost Assumptions Home improvement retailers, such as Home Depot, Lowes, and Sears, data collected in February

2013


http://www.usgbc.org/Docs/Archive/General/Docs6493.pdf

http://eetd.lbl.gov/sites/all/files/lbnl-456e.pdf

https://www.seattleu.edu/uploadedfiles/sustainability/get_involved/waterlogue_volume_2_no_5_2003.pdf

https://www.seattleu.edu/uploadedfiles/sustainability/get_involved/waterlogue_volume_2_no_5_2003.pdf

http://www.epa.gov/WaterSense/docs/het_suppstat508.pdf

http://www.epa.gov/WaterSense/docs/het_suppstat508.pdf

13. Energy Efficiency Measure Interactive Effects

Different energy efficiency measures might interact with each other and might produce secondary impacts on other end uses by increasing or decreasing their energy consumptions, and therefore, savings associated with those improvements. For example, lighting improvements not only will reduce the energy consumption associated with lightings, but also can reduce cooling energy consumption (cooling benefits) and increase heating energy consumption (heating penalty). The energy efficiency measure interactive effects are captured in EZ Retrofit include the following:

13.1 Interactive effects within each measure category

‘Heating & Cooling’: heating and cooling equipment upgrade and installation of programmable thermostat

‘Domestic Hot Water’: water heater upgrade and installation of tank wrap and pipe insulation ‘Lighting‘: lighting system upgrade and installation of lighting controls

13.2 Interactive effects between different measure categories

Impacts of lighting upgrades on cooling and heating energy consumption Impact of heating and cooling system upgrades on air sealing energy saving Impact of heating and cooling system upgrades on duct sealing energy saving Impact of DHW upgrades on appliances upgrades including clothes washer and dishwasher Impact of DHW upgrades on water fixture upgrades

14. Initial Measure Cost EstimatesThe initial cost estimates in the tool are based on available national averages for full retrofit costs (including equipment and labor) for a particular system. In addition, these costs have been adjusted by a regional factor developed for each system type according to the state in which the property is located and by using the City Cost Index (CCI) from the RS Means database. A weighted average CCI for each state is developed based on CCIs for 4 to 5 most populated cities in each state. All CCI calculations could be found in the “RS Means CCI” tab.

127

Appendix D: TroubleshootingThe following items have been identified as possible issues users could encounter when using the tool. Due to the size and complexity of the calculations within the tool, it is important to save your work as you progress through the tool as issues can occur.

Macro Trust Setting Error In order to enable the macro trust setting:

1. Close EZ Retrofit and open a new Excel file.2. Go to File> Options> Trust Center> Trust Center Settings> Macro Settings and ensure that

'Trust Access to VBA Project Object model' is checked.3. In the same macro setting tab verify 'Enable all macros' is selected.4. Finally launch EZ Retrofit again and it should run properly.

Application Failure

If at any time, you receive an error message while using the tool, such as the one below, please close out of your programs and restart your computer. Due to the complexity of the calculations and operations the tool has to perform, issues that you may encounter can often be resolved by restarting your computer. For this reason, it is important to save your work often so you do not lose information.

Monthly Utility Bill Error You may receive an error message when trying to input monthly utility bill data identical or similar to "Run-time error '424': Object required.” Follow the steps between to download the files required to fix this error.

A. For 32 bit windows/office1. Close Excel2. Download MSCOMCT2.cab (it's a cabinet file which extracts into two useful files)3. Extract Both Files | the .inf file and the .ocx file4. Install | right-click the .inf file | hit "Install"5. Move .ocx file | Move to "C:\Windows\system32" 6. Run CMD | Start Menu -> Search -> "CMD.exe" | right-click the icon | Select "Run as

administrator"7. Register Active-X File | Type "regsvr32 c:\windows\system32\MSCOMCT2.ocx"

B. For 64 bit windows/office:


http://support.microsoft.com/kb/297381

1. Close Excel2. Download MSCOMCT2.cab (it's a cabinet file which extracts into two useful files)3. Extract Both Files | the .inf file and the .ocx file4. Install | right-click the .inf file | hit "Install"5. Move .ocx file | Move to "C:\Windows\sysWOW64"6. Run CMD | Start Menu -> Search -> "CMD.exe" | right-click the icon | Select "Run as

administrator"7. Register Active-X File | Type "regsvr32 c:\windows\sysWOW64\MSCOMCT2.ocx"

Missing Reference ErrorIf you receive a ‘Missing Reference error’, when you open EZ Retrofit, please review the following guidance.

1. Open the tool in Advance Path2. Press Alt+F113. VBA editor

4. Select Tools> Reference

5. Select Microsoft word and uncheck any MISSING objectsNote: You might have more than one word reference i.e. Microsoft Word 15.0 Object Library or Microsoft Word 14.0 Object Library or Microsoft Word 12.0 Object Library. If you have more than one reference select all

129

http://support.microsoft.com/kb/297381

6. Click Ok and Save the tool
