Membership Information

WHPA Membership Research Library

WHPA Research Library:
A Collection of WHPA Generated Work Products,
Educational Webinars and Special Projects


WHPA’s Research Library serves as a comprehensive tool for regulators, utilities, the HVACR industry at large and consumers to gain education and information related to energy efficiency, environmental quality, and the sustainability goals of California through a wide variety of topical areas including commercial HVACR, residential HVACR, installation, maintenance, education and training, compliance and codes, policy, measurement and valuation (M&V) and sales.

To help WHPA better gage the audiences using the listed reports and the nature of those uses, thus ensuring continued public benefit in the development of future research and educational work products, library contents are available for complimentary email distribution upon request to reports@whpa-inc.org with reference to the specific library document(s) desired, a brief idea of planned uses for the requested document(s) and a brief description of your connection to the HVACR industry (such as your stakeholder perspective, organization, role or project, etcetera).



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Number Reference Title Responsible Party Year Pub. Comm. Resid. Install. Maint. Ed. & Train Compliance & Codes Policy M&V Sales
56 HVACR Protocols and Training for a DER World WHPA Staff 2019 Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box
55 Webinar “WHPA's 2019 Stakeholder Engagement Opportunities” WHPA Staff 2019 Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box Check Box
54 Test Protocols and Procedures to Support HVAC System Performance Assessment 12-13-17 CQI Field Data Specs Working Group (CQI-FDS WG) 2017 Check Box   Check Box         Check Box  
53 HVAC System Performance Assessment Calculation Procedures 12-13-17 CQI Field Data Specs Working Group (CQI-FDS WG) 2017 Check Box   Check Box         Check Box  
52 An Industry Roadmap - FDD Roadmap Update 11-15-17 Fault Detection & Diagnostics Committee (FDD) 2017 Check Box Check Box Check Box Check Box   Check Box Check Box Check Box  
51 Taking AB 802 Into the Field 11-15-17 Commercial Quality Installation Committee (CQI) 2017 Check Box Check Box Check Box   Check Box   Check Box   Check Box
50 Standard 180 Performance Objectives to Value Propositions Interview Process 11-15-17 Commercial Quality Maintenance Standard 180 User Guide Customer Communications Working Group (CQM 180 WG) 2017 Check Box     Check Box Check Box   Check Box Check Box Check Box
49 Work Product III: EBEE Action Plan Strategy 1.9 Market Education and Outreach Presentation Series Resource 11-8-17 Existing Buildings Energy Efficiency Action Plan Committee (EBEE) 2017 Check Box Check Box     Check Box Check Box Check Box Check Box  
48 Feasibility of Online Permitting 11-8-17 Compliance Committee Online Permitting Working Group (OPWG) 2017 Check Box Check Box       Check Box Check Box Check Box  
47 Understanding the Residential HVAC Compliance Shortfall 11-8-17 Compliance Committee 2017   Check Box       Check Box Check Box Check Box  
46 Online Permitting Best Practices Memo 10-18-17 Compliance Committee Online Permitting Working Group (OPWG) 2017 Check Box Check Box       Check Box Check Box    
45 Online Permitting Contractor Survey Results Memo 9-20-17 Compliance Committee Online Permitting Working Group (OPWG) 2017 Check Box Check Box       Check Box Check Box    
44 Online Permitting Jurisdictional Survey Results Memo 9-20-17 Compliance Committee Online Permitting Working Group (OPWG) 2017   Check Box       Check Box Check Box    
43 HVAC Compliance Definition Matrix (Option B dated 04-13-17) 6-26-17 Compliance Committee 2017 Check Box Check Box Check Box     Check Box Check Box Check Box  
42 Minimum Legal Requirements for a Building Permit Memo 4-19-17 Compliance Committee 2017   Check Box       Check Box Check Box    
41 Legislative and Regulatory Policy Issues Affecting Online Permitting Memo 4-19-17 Compliance Committee Online Permitting Working Group (OPWG) 2017   Check Box       Check Box Check Box    
40 FDD Technology Master List 1-18-17 Fault Detection & Diagnostics Committee (FDD) 2016 Check Box     Check Box   Check Box Check Box Check Box Check Box
39 Onboard/In-Field Fault Detection & Diagnostics (FDD) Committee Recommendations, Considerations 1-18-17 Fault Detection & Diagnostics Committee (FDD) 2016 Check Box     Check Box   Check Box Check Box Check Box  
38 Recommendations to Inform Comparable Training 1-18-17 WE&T Comparable Training Working Group 2016 Check Box Check Box Check Box Check Box Check Box   Check Box    
37 CQM Standard 180 Performance Objectives to Value Propositions Interview Process 1-18-17 Commercial Quality Maintenance Committee (CQM) 2016 Check Box     Check Box     Check Box Check Box Check Box
36 CQM Standard 180 User Guide Working Group Report – User Guide Preparation 1_1-18-17 Commercial Quality Maintenance Standard 180 User Guide Working Group (CQM 180 UGWG) 2016 Check Box     Check Box Check Box   Check Box Check Box Check Box
35 Residential Installation Comparison: California and International Codes to ACCA National Standards 1-18-17 Residential Installation Committee (RQI) 2016   Check Box Check Box     Check Box Check Box Check Box  
34 Recommended Pathways to Implementation for CEC’s Existing Buildings Energy Efficiency Action Plan (EBEE-AP) Sub-Strategies 1.5.1, 1.5.2, 1.5.3, 1.5.5, 3.3.1_12-14-16 Existing Buildings Energy Efficiency Action Plan Committee (EBEE) 2016 Check Box Check Box     Check Box Check Box Check Box Check Box  
33 Recruiting HVAC Technicians for the Next Decade: A Special Report November 2016 WHPA Staff 2016 Check Box Check Box     Check Box   Check Box    
32 Educational Webinar: Existing Conditions Baseline for Energy Efficiency Program Measurement - Presentation by Peter Jacobs, 10-18-16 HVAC Energy Savings and DEER Committee 2016 Check Box Check Box Check Box Check Box     Check Box Check Box  
31 Recommendations to Operationalize “Employer Support” for the HVAC Sector Strategy 7-13-16 Commercial HVAC Sector Strategy Committee 2016 Check Box       Check Box   Check Box   Check Box
30 CQI Standardized Field Data Specification for Commercial HVAC Installation 12-14-16 Commercial Quality Installation Standardized Field Data Specification Working 2016 Check Box   Check Box            
29 CQI Definition of an Efficient Commercial HVAC Installation 12-14-16 Commercial Quality Installation Committee (CQI) 2016 Check Box   Check Box       Check Box    
28 Online Permitting for Residential HVAC Alterations - An Industry Stakeholder Roadmap 1-13-16 Compliance Committee Online Permitting Working Group (OPWG) 2016   Check Box       Check Box Check Box    
27 Interim Work Product – Final Draft EBEE Action Plan 2016 Update Recommendations 8-26-16 Existing Buildings Energy Efficiency Action Plan Committee (EBEE) 2016 Check Box Check Box     Check Box Check Box Check Box Check Box  
26 Interim Work Product – Online Permitting Working Group Draft Survey Instruments for Contractor and Jurisdictional Surveys 12-5-16 Compliance Committee Online Permitting Working Group (OPWG) 2016 Check Box Check Box       Check Box      
25 Educational Webinar: Benefit/Cost Testing of Utility Energy Efficiency Programs - Presentation by Ed Vine 8-21-15 HVAC Energy Savings and DEER Committee 2015 Check Box Check Box         Check Box Check Box  
24 Existing Buildings Energy Efficiency Action Plan Alignment Table (Gaps & Barriers) 7-8-15 Existing Buildings Energy Efficiency Exploratory Working Group (EBEE EWG) 2015 Check Box Check Box     Check Box Check Box Check Box Check Box  
23 Proposed HVAC Stakeholder Engagement Plan--WHPA Support of CPUC and CEC Efforts (a PPT presentation) 4-29-15 WHPA Staff 2015 Check Box Check Box         Check Box    
22 Census of Credentialed HVAC Technicians Webpage ("Introduction:" and "Credentials Census") 2015 WHPA Staff 2015 Check Box Check Box     Check Box   Check Box    
21 CQM Committee ANSI/ASHRAE/ACCA Standard 180 User Manual Working Group Phase 1 Final Report 12-9-15 Commercial Quality Maintenance User Manual Working Group 2015 Check Box     Check Box Check Box   Check Box Check Box Check Box
20 CQM Committee ANSI/ASHRAE/ACCA Standard 180 Maintenance Task Working Group Report - Table 5-12 Economizer Maintenance 12-9-15 Commercial Quality Maintenance User Manual Working Group 2015 Check Box     Check Box          
19 CQM Maintenance Task Working Group Report Table 5-22 Rooftop Units – Refrigeration Cycle Performance–System Performance Analysis 1-14-15 CQM Maintenance Task Working Group 2015 Check Box     Check Box       Check Box  
18 HVAC Savings Estimator Tools Clearinghouse Webpage 2015 - COMING SOON HVAC WE&T Committee 2014                  
17 HVAC Sales Training Providers Clearinghouse Webpage 2015 - COMING SOON WE&T Sales - SMART Goal 6 Exploratory Working Group 2014                  
16 HVAC in Whole Building Performance Education Industry Roadmap 4-9-14 HVAC in Whole Building Education Committee 2014 Check Box Check Box     Check Box   Check Box    
15 Certification Working Group Gaps Report 1-15-14 WE&T Certification Working Group 2014 Check Box Check Box     Check Box Check Box Check Box    
14 Compliance Committee Recommendations on Title 24_1-1-14 Compliance Committee 2014 Check Box Check Box       Check Box Check Box    
13 CQM Section 4 Working Group Standard 180 Proposed Revisions 9-19-14 CQM Section 4 Working Group 2014 Check Box     Check Box          
12 Recommended Commercial HVAC Sector Strategy Problem Statements Performance Gaps 9-9-14 Commercial HVAC Sector Strategy Committee 2014 Check Box       Check Box   Check Box    
11 Commercial HVAC and EE Sales Trainer Teleconference Webinar 7-30-14 WHPA Staff
and Guests
3-hour webinar
2014 Check Box     Check Box Check Box       Check Box
10 Input to Southern Californai Edison (SCE) RQI Program Claimed Savings Work Paper Residential Installation Committee (RQI) 2014   Check Box         Check Box Check Box  
09 CQM Committee ANSI/ASHRAE/ACCA Standard 180 Maintenance Task Working Group Report – Table 5 - 22 Rooftop Units 5-13-14 CQM Maintenance Task Working Group (MTWG) 2014 Check Box     Check Box          
08 Regulatory Policy Notification Working Group Report 12-10-14 Regulatory/IOU Notification & Feedback Working Group 2014             Check Box    
07 Fault Detection & Diagnosis Industry Roadmap 7-10-13 Fault Detection & Diagnostics Committee (FDD) 2013 Check Box Check Box Check Box Check Box   Check Box Check Box Check Box Check Box
06 Sales Force & Service Working Group Gaps Report 12-11-13 WE&T Sales Force & Service Working Group 2013 Check Box Check Box Check Box   Check Box       Check Box
05 Codes & Standards Working Group Gaps Report 12-11-13 WE&T Codes & Standards Working Group 2013 Check Box Check Box     Check Box Check Box Check Box    
04 Residential QI/QM Working Group Gaps Report 1-15-14 WE&T Residential QI/QM Working Group 2013   Check Box Check Box Check Box Check Box        
03 Commercial QI/QM Working Group Gaps Report 1-15-14 WE&T Commercial QI/QM Working Group 2013 Check Box   Check Box Check Box Check Box        
02 Residential Quality Maintenance Committee (RQM) Residential Quality Maintenance Committee (RQM) 2012   Check Box Check Box   Check Box Check Box Check Box    
01 CQM Committee ANSI/ASHRAE/ACCA Standard 180 Maintenance Task Working Group DRAFT Report 2-27-10 Non-Residential Quality Maintenance Committee 2010 Check Box     Check Box