Centrally Ducted Air Source Heat Pump Upgrades and Conversions

At a Glance

Workbook

Latest Version

Centrally Ducted ASHP Upgrades and Conversions v8.1

Centrally Ducted ASHP Upgrades and Conversions v8.1

Approved at the July 2024 RTF meeting. QAQC complete.

Date

Nov 20, 2024

Version number

8.1

Past Versions

version	date	document
8.0	Aug 16, 2024	Centrally Ducted ASHP Upgrades and Conversions v8.0 Approved at July 2024 RTF Meeting. Undergoing QA
7.3	Dec 08, 2023	Residential ASHP Upgrades and Conversions v7.3 Approved at Dec 2023 RTF meeting. Moved to under review. No QA needed.
7.2	Jul 11, 2023	Residential ASHP Upgrades and Conversions v7.2 Based on an RTF decision at the July 2023 meeting, this version includes minimum HSPF2 and SEER2 levels to be met by qualifying units that have not received an HSPF and SEER rating. Updated cost effectiveness using procost version 5.08.
7.1	Jan 31, 2023	Residential ASHP Upgrades and Conversions v7.1 QC review complete
7.0	Dec 19, 2022	Residential ASHP Upgrades and Conversions v7.0 Approved at December 6, 2022 RTF Meeting. Currently undergoing QC.
6.1	May 26, 2022	Residential ASHP Upgrades and Conversions Corrected an error in the EFAF cost calculation.
6.0	Apr 18, 2022	Residential ASHP Upgrades and Conversions v6.0 Updated with 2021 Plan cost effectiveness methodology
5.1	Feb 24, 2020	Residential ASHP Upgrades and Conversions v5.1 Workbook for measure approved at December 2019 RTF meeting. Workbook has undergone QA/QC review.
5.0	Jan 02, 2020	Residential SF and MH Air Source Heat Pumps v5.0 Measure approved at December 2019 meeting for residential SF and MH air source heat pump conversions and upgrades. Workbook currently undergoing QA/QC review.
4.2	Dec 05, 2017	Residential SF Existing HVAC v4.2 Measure specification revised to allow the installation of a short duct run minisplit in lieu of the ductless heat pump.
4.1	Jul 18, 2016	ResSFExistingHVAC_v4_1.xlsm QC complete. Updated to 7th Plan format and assumptions.
4	Feb 12, 2016	ResSFExistingHVAC_v4.xlsm Currently undergoing QC (for changes to the DHP measure in January 2016)
3.4	Dec 22, 2015	ResSFExistingHVAC_v3_4.xlsm QC review complete
3.3	Nov 23, 2015	ResSFExistingHVAC_v3_3.xlsm Added new construction measure identifiers
3.2	Oct 27, 2015	ResSFExistingHVAC_v3_2.xlsm Change in measure category to Planning. No changes to the workbook.
3.1	May 06, 2015	ResSFExistingHVAC_v3_1.xlsm QC Review Complete
3.0	Jan 16, 2015	ResSFExistingHVAC_v3.0.xlsm Currently Undergoing QC
1.0	Dec 11, 2012	ResHeatingCoolingHeatPumpsUpgradeSFnew_v1_0.xlsm Created new measure and updates per recommendation memo; see existing construction measure for more details. New construction only.
2.8	Dec 11, 2012	ResHeatingCoolingHeatPumpsUpgradeSFexisting_v2_8.xlsm Updated per recommendation memo. Moved new construction to its own workbook.
1.0	Oct 01, 2012	ResSFVariableSpeedHPUpgrade_v1.xlsm Original savings workbook.
2.7	Jul 06, 2012	ResHeatingCoolingHeatPumpsUpgradeSF_v2_7.xlsm Revised to include new construction in measure application (again).
2.6	May 30, 2012	ResHeatingCoolingHeatPumpsUpgradeSF_v2_6.xlsm Clarified that measure is applicable to single and two-speed compressors.
2.5	Apr 17, 2012	ResHeatingCoolingHeatPumpsUpgradeSF_v2_5.xls Added summary sheet.
2.4	Mar 13, 2012	SFHeatPumpsFY10v2_4.xls Updated per 2/14/2012 RTF decision to include new construction in measure application.
2.3	Sep 27, 2010	Res_SFHeatPumpsFY10v2_3.xls Original savings workbook.

Research Strategy

Latest Version

Centrally Ducted Air Source Heat Pumps Research Strategy

Approved by RTF Nov 2024

Date

Dec 4, 2024

Version number

2.0

Past Versions

version	date	document
1.0	Aug 16, 2024	Centrally Ducted Air Source Heat Pumps Research Strategy Updated research strategy after measure name and strategy changed per July 2024 RTF Decision.

Decisions

Expand All Decisions

Latest decision

Decision details

Decided

July 23, 2024

Approve Measure Updates and Name Change

Decision Details

Approve the Air Source Heat Pump Upgrades and Conversions for Single-family and Manufactured Homes UES as presented, and:
No cost differential between HZ1 and HZ2/3
Change to apply a tax credit to the upgrades but keep the idenitifiers
Change the name to “Centrally Ducted Air Source Heat Pump Upgrades and Conversions”
Keep the Category at Proven for SF and MH for HZ1 and Planning for MH HZ2/3 for Conversions
Change the Category to Proven for SF HZ2/3 Conversions
Keep the Category at Planning for all Upgrade options
Keep the Status at Under Review for Upgrades and Conversions
Set the sunset date to December 31, 2025

Decided

December 05, 2023

Approve Measure Updates

Decision Details

Extend the sunset date to September 30, 2024 for Single Famul and Manufactured Homes Air Source Heat Pump Conversions and Upgrades UES measures and change the full measure status to "Under Review"

Decided

July 18, 2023

Adopt measure changes

Decision Details

Adopt the minimum HSPF2, SEER2,and EER2 specifications as presented for the following UES measures as an interim solution until these measures are next updated and a longer-term approach agreed upon:
DHPs for Zonal Heat SF
DHPs for Zonal Heat MH
DHPs for Multifamily
DHPs for Forced Air Furnace SF and MH
ASHPs Upgrades and Conversion MH
ASHPs Upgrades and Conversion SF
High Efficiency Central AC

Decided

December 06, 2022

Extend Sunset Date

Decision Details

Extend the sunset date to December 31, 2023

Decided

December 06, 2022

Approve Measure Updates

Decision Details

Adopt the SF and MH ASHP Upgrades UES as presented, including:

Removing the 8.5 to 9.0 HSPF measure applications
Keeping the status of all VCHP applications as Planning
Keeping the measure as Active
Change the status of the SF and MH ASHP Conversions UES to Under Review

Decided

September 09, 2020

Adopt Research Strategy

Decision Details

Adopt the proposed research strategy and change the ASHP Conversion and Upgrade measure status from Under Review to Active.

Decided

August 18, 2020

Allocated Resources

Decision Details

Allocate resources to developing the following measures:

Extended capacity heat pumps
Residential cellular shades
Commercial Tier 2 Electric Vehicle Chargers

Do not allocate resources to developing the following measures:

Thin insulation coatings

Decided

December 17, 2019

Approved Measure Changes

Decision Details

Adopt updates as presented to the Single Family and Manufactured Homes ASHP Conversion and Upgrade measures:

Add "any" insulation level applications based on empirical data for the conversion measure and any insulation applications for the upgrade measure based on SEEM modeling;
Remove measure applications for Good, Fair, Poor insulation levels
set the measure category for all Heating Zone 1 measure applications except VCHP upgrades to Proven;
and measure category for all other applications (including all Heating Zone 2/3 measure applications and VCHPs upgrades) to Planning;
set the measure status to Under Review, and;
set the sunset date to December 31, 2022.

Decided

November 19, 2019

Extend Sunset Date

Decision Details

Extend the sunset date for the following measures to January 31, 2020:

Air Source Heat Pump Upgrades SF
Air Source Heat Pump Upgrades and Controls MH
Commissioning, Controls and Sizing MH
Commissioning, Controls and Sizing SF

Decided

June 18, 2019

Extend Sunset Dates

Decision Details

Extend the sunset date for the Floating Head Pressure Controls UES to September 2019
Extend the sunset date for the following measures to November 2019:

ASPH upgrades SF
CC&S SF
ASHP Upgrades and Conversions MH
CC&S MH
MH Weatherization (Heat Pumps)
DHP in Zonal Electric Resistance Homes SF
DHP in Zonal Electric Resistance Homes MH
SF Weatherization

Decided

January 23, 2019

Extend Sunset Date

Decision Details

Extend the sunset date for the following measures to July 2019:

Manufactured Home ASHP Upgrades
Manufactured Home ASHP Conversions
Manufactured Home Weatherization (Heat pumps)
Manufactured Home Commissioning Controls and Sizing

Decided

November 07, 2018

Extend Measure Sunset Dates

Decision Details

Extend the sunset date for the Residential Air Source Heat Pump Upgrades SF UES and Commissioning Controls and Sizing in SF UES to June 30, 2019.

Decided

May 22, 2018

Extend measure sunset dates

Decision Details

Extend the sunset date for the following measures to January 31, 2019:

MH Weatherization (heat pumps)
MH ASHP Upgrades
MH ASHP Conversions
MH ASHP Commissioning, Controls, and Sizing

Decided

February 22, 2017

Change Measure Specification

Decision Details

Modify the measure specification for the Air Source Heat Pump Conversion MH UES measures to read: "Measure applies to houses 1 year old or older"; and task the RTF staff with developing an air source heat pump conversion measure for new manufactured homes.

Decided

November 10, 2015

Approve measure update

Decision Details

Adopt the measure specifications, savings, cost, and life for the following measures, as proposed (use existing construction measure values):

New Construction Heat Pump upgrades to 9.0 HSPF ---Change Category to Planning---Keep Status at Active---Set sunset date to November 2018
New Construction Heat Pump upgrades to Variable-Capacity Heat Pump---Set Category at Planning---Set Status to Active---Set sunset date to November 2018
New Construction Heat Pump Commissioning, Controls, and Sizing---Set Category at Planning---Set Status to Active---Set Sunset date to November 2018

Decided

August 18, 2015

Sunset date extension

Decision Details

Extend the sunset date for the Residential Heating/Cooling - Air Source Heat Pump Upgrades SF (New Construction) UES to November 30, 2015.

Decided

June 16, 2015

Approve measure update

Decision Details

For the Air Source Heat Pump Upgrades SF measure: change the measure category to 'Planning'; keep the Status at 'Active'; keep the sunset date at December 31, 2019; adopt the Research Strategy that was previously adopted for CC&S UES measure.

Decided

May 12, 2015

Approve measure update

Decision Details

Adopt the delivery verification guidance, and related specification changes, as presented for the following UES measures:Single Family Existing HVAC measures; Residential Clothes Washers; Residential Clothes Dryers; New Construction ENERGY STAR WA; New Construction ENERGY STAR OR; Refrigerator/Freezer Decommissioning; School Weatherization; Grocery ECMs for Walk Ins; Industrial and Agricultural Green Motor Rewind; Grocery Door Gasket Replacements.

Decided

May 12, 2015

Sunset date extension

Decision Details

Extend the sunset dates for the following measures to November 30, 2015:NC - ENERGY STAR and EcoRated homes, MH; NC - High Performance Manufactured Homes; Weatherization, MH; Performance-based Duct Sealing, MH; Air Source Heat Pump Upgrades, MH; Air Source Heat Pump Conversion, MH.Staff should complete the MH calibration comparison and reporting back to the RTF as quickly as possible.

Decided

December 16, 2014

Approve measure update

Decision Details

Approve the updates to the measure definition, cost, life, and savings for the Single Family Heat Pump Upgrades UES measure and set the measure to Proven category with Active status and a sunset date of 12/2019.

Decided

November 18, 2014

Sunset Date Extension

Decision Details

Extend the sunset date for MH HVAC upgrade and conversion UES measures to December 2014.

Decided

August 12, 2014

Sunset date extension

Decision Details

Extend the measure sunset date for Manufactured Homes existing HVAC measures to November, 2014.

Decided

January 22, 2014

Sunset date extension

Decision Details

Extend the sunset date of Air Source Heat Pump Upgrades (MH) to July, 2014.

Decided

December 17, 2013

Sunset date extension

Decision Details

Extend the sunset date until July, 2014 in order to allow time for MH calibration to take place

Decided

October 15, 2013

Direction for further analysis

Decision Details

Use Option 3 in estimating the savings for residential heating system and weatherization measures, and that the RTF delegate a decision on the definition of the “full measure package” to a subcommittee.

Decided

September 17, 2013

Sunset date extension

Decision Details

Extend the manufactured home ASHP Upgrade measure sunset date to February 28, 2014.

Decided

May 21, 2013

Direction for SEEM calibration

Decision Details

Approve SEEM 94 as calibrated for single family houses (using model A in today's presentation). The validity of the calibration should be reviewed by May 31, 2016 with any new data that become available.

Decided

January 23, 2013

Approve measure update

Decision Details

Adopt a measure life of 15 years for Air Source Heat Pump Upgrades SF (Existing Construction) and Air Source Heat Pump Upgrades SF (New Construction).

Decided

December 11, 2012

Approve measure update

Decision Details

Adopt the updated analyses for the residential single family air source heat pump upgrades UES measures and change their status to Active with a sunset date of August 2, 2015.

The SEEM 94 calibration and RBSA data incorporation projects will likely effect this measures' savings sometime in the year 2013.

Decided

October 24, 2012

Approve measure update

Decision Details

Align the single family and manufactured home heat-pump upgrade measures for electric resistance heat according to the recommendations for the manufactured home measure adopted today; and include in the 2013 workplan development of a new measure for gas heat as the backup for air source heat pump upgrades in both single family and manufactured home applications.

Decided

September 18, 2012

Approval of measure updates

Decision Details

The RTF approved the Residential Variable Speed Heat Pump UES Measure as Provisional with active status with a sunset date of December 31, 2014.

An RTF subcommittee will assist BPA in the development of the field research plan.

Decided

May 15, 2012

Direction for further analysis

Decision Details

Clarify eligibility requirements for (central system) heat pump UES measures so as to limit eligibility to single speed and two speed compressor systems.

BPA is planning lab and field tests of the new generation of central heat pumps with variable speed compressors. Results are expected in 2013, at which time the RTF may review a proposal for a UES measure for those units. In-situ duct system efficiency is the primary unknown at this point.

Decided

April 17, 2012

Change measure status to under review

Decision Details

Approve Residential Single Family Heat Pump Upgrades UES measure status to under review.

Decided

February 14, 2012

Approve measure update with direction for future analysis

Decision Details

Revise the measure descriptions to include/allow “New Construction”; measure status to remain as "Under Review for compliance with Guidelines (Develop new, separate measures for New Construction after SBW review and when updating all heat pump and Wx measures with SEEM94).

An RTF contractor is currently reviewing these measures for compliance with the Guidelines. Also, these measures will be re-run with SEEM94.

Decided

August 03, 2010

Approve measure update

Decision Details

The RTF accepted the deemed measure updates for ASHP Upgrades for single family homes.

Small/rural Checklist

Latest Version

December 2019 Residential ASHPs Small/Rural Checklist

Checklist corresponds to changes approved at the December 2019 RTF Meeting.

Date

Dec 17, 2019

Past Versions

version	date	document
	Dec 05, 2017	ResSFExistingHVAC_v2_SRR_Checklist.xlsx Checklist corresponds to changes approved at the December 2017 RTF Meeting.
3.3	Nov 23, 2015	November 2015 Residential SF Existing HVAC Small/Rural Utilities Checklist v3.3
	Mar 01, 2013	ResHeatingCoolingHeatPumpsUpgradeSF_SRR_Checklist.xlsx

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