Acceptance TestingCurriculum and Training

for California’s New

Acceptance Testing Requirements

November 19, 2004

1. BackgroundNew Acceptance Requirements

• Take effect October 1, 2005• Require at least 12 acceptance tests for

mechanical and electrical equipment• Awareness of the changes are essential to

ensure the new requirements have the desired effect

2. Scope of WorkItem 1: Customized Curriculum

• Building departments (plan checkers and inspectors)Goal: Provide evaluation criteria and guidance to help themaccurately and consistently review compliance forms

• Test providers (installing contractors, PE’s, TAB professionals, Cx providers)

Goal: Teach them how to conduct tests and resolve problems toensure accurate and sound results

• Designers Goal: Inform them of new requirements and the impacts onequipment selection

2. Scope of WorkItem 2: Training for Test Providers and Designers

• Suggested locations: San Francisco, Irwindale, Sacramento • Attendees receive copy of PowerPoint presentation on CD• Test providers: A modular schedule will allow them to attend

only relevant sessions, for example:

8:00am-11:30am Complex Mechanical Systems11:30am-12:00pm Break12:00pm-2:00pm Simple Mechanical Systems2:00pm-2:30pm Break2:30pm-5:00pm Electrical Systems

• Designers: ½ day session (approx. 3 hrs), can be held both morning and afternoon in each location, if necessary

2. Scope of WorkItem 3: Marketing

• Target markets: contractors, PEs, TAB professionals, Cx providers, mechanical/electrical systems designers

• Strategies: on-line calendars, email announcements, newsletter listings, advertisements

• Channels: Organizations: Utilities, CCC, BCA, APPA, USGBC, ASHRAE, IHACI

Venues: PEC, CTAC, SMUD Customer Service CenterPublications: HPAC, Engineered Systems, Indoor Comfort News,

HVAC/R News

3. Budget

Curriculum $14,620 Training $27,030 Marketing $8,380 Total $50,030