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Energate Foundation User Manual

Programmable communicating thermostat & in-home energy use display
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Foundation
Foundation Smart Thermostat & Home Energy Gateway
User Guide
Programmable Communicating Thermostat & In-Home Energy Use Display
AW000718-C

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Questions and answers

Ray
March 12, 2025

Hi does the fz100 model thermostat need to have the batteries replaced ?

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2 comments:
Mr. Anderson
March 12, 2025

The document states that the Foundation thermostat uses a CR-2032 battery, but it does not specifically mention whether the FZ100 model requires battery replacement. Therefore, the answer cannot be determined.

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Ray
March 12, 2025

@Mr. Anderson

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Ray
March 12, 2025

Hi is it easy to take the thermostat cover off ?

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1 comments:
Mr. Anderson
March 12, 2025

Yes, removing the cover of the Energate Foundation thermostat is easy. You need to use a flathead screwdriver to lift the snap-fit tab on top of the mounting bracket. Once the tab is lifted, pull the top end of the thermostat away from the bracket until it is free.

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Summary of Contents for Energate Foundation

  • Page 1 Foundation Foundation Smart Thermostat & Home Energy Gateway User Guide Programmable Communicating Thermostat & In-Home Energy Use Display AW000718-C...

  • Page 2: Legal Declarations

    BUT NOT LIMITED TO THE USE THEREOF. Notice to Purchaser Foundation Smart Thermostat is covered by one or more of US Patent Number 7737762, Solid-State Switch and corresponding claims in their non-US counterparts, owned by Energate Inc. No right is conveyed expressly, by implication, or by estoppel under any other patent claim.

  • Page 3: Warranty

    LIMITED WARRANTY OF ENERGATE INC. Energate Inc. Warrants that this product will be free from defects in material and workmanship for a period of one (1) year from the date of the original purchase of this product from Energate Inc. (the “Warranty Period”).

  • Page 4: Table Of Contents

    How to use this guide ........................... 6 Purpose ............................6 Intended Audience ........................6 Text Conventions .......................... 6 About Foundation ..........................7 Operating Foundation ........................8 Sleep Mode ........................... 8 LED Indicators ..........................9 Thermostat and Energy Modes ....................10 Switch between Thermostat and Energy Modes ................
  • Page 5 Installer Setup Menu ........................56 Foundation Thermostat Wiring ....................67 Taking Care of Your Foundation ......................69 Removing Foundation from the Mounting Bracket ..............69 Replacing the Battery ........................70 Re-attaching Foundation to the Mounting Bracket ..............71 Cleaning ............................71 Impact of Power Outages ........................

  • Page 6: How To Use This Guide

    Foundation User Guide 1 How to use this guide 1.1 Purpose This user guide describes the basic operation of Foundation and how to use Foundation to maximize your comfort and manage your electricity consumption. 1.2 Intended Audience This user guide is intended for residential customers enrolled in an energy saving program offered by their electricity service provider.

  • Page 7: About Foundation

    Foundation User Guide 2 About Foundation Foundation is a home energy control device that combines fundamental home climate control and energy consumption management. It provides two modes to allow you to control your home’s temperature, and to manage your energy consumption and costs: Use the Thermostat mode to program the temperatures settings according to your schedule.

  • Page 8: Operating Foundation

    Foundation User Guide 2.1 Operating Foundation Foundation uses advanced climate control algorithms to control your central heating and cooling systems. It also determines and displays how much electricity you are using and how much it costs. Button Button Name Functions...

  • Page 9: Led Indicators

    Foundation User Guide 2.3 LED Indicators Foundation has four light-emitting diodes (LED) that signal events from your utility. Each LED illuminates for the duration of the corresponding event. The blue light indicates that the thermostat has adjusted your temperature setting to save energy in response to a utility event.

  • Page 10: Thermostat And Energy Modes

    Foundation User Guide 2.4 Thermostat and Energy Modes Foundation operates in two modes: Thermostat mode and Energy mode. 2.4.1 Thermostat mode The Thermostat mode provides climate control and comfort settings. You can adjust the temperature, program a schedule, and change the thermostat and fan settings. Review and adjust your schedule when the seasons change, or if you frequently make temporary overrides.

  • Page 11: Switch Between Thermostat And Energy Modes

    Foundation User Guide 2.5 Switch between Thermostat and Energy Modes You can switch between the Thermostat mode and the Energy mode when either home screen is active.  From a home screen, press the Home button to switch between the Thermostat mode and the Energy mode home screens.

  • Page 12: Thermostat Mode

    Foundation User Guide 3 Thermostat Mode The Thermostat mode provides climate control and comfort settings. You can adjust the target temperature, change the thermostat mode and fan settings, program a schedule, and set a temporary temperature hold. You can also manage more advanced settings, such as creating a weekly schedule, setting temperatures for different occasions such as vacations, and configuring user options.
  • Page 13 Foundation User Guide 3.1.2 Thermostat Mode Symbols The following table describes the thermostat mode symbols that appear on the Thermostat home screen. For more information see 3.4.1 Thermostat Mode Settings 6.1.4 Equipment Settings. Symbol Description COOL: The Thermostat Mode is set to Cool. The symbol displays regardless of whether the cooling equipment is running.
  • Page 14 Foundation User Guide 3.1.3 Fan Symbols The following table describes the fan symbols that appear on the Thermostat home screen. Symbol Description ON: The Fan Setting is set to On. The fan runs continuously. AUTO: The fan runs only when the heating or cooling systems are on.
  • Page 15 A star indicates that you manually entered the price and rate information in Foundation, and that it does not come from the meter. Limiting [heat/cool] To [active setpoint] Displayed when a conservation event is in progress.

  • Page 16: Change The Current Temperature Temporarily

    Foundation User Guide 3.2 Change the Current Temperature Temporarily You can temporarily change the temperature at any time, without affecting the schedule. This is called a temporary temperature hold. The hold remains in effect until the next scheduled temperature change.

  • Page 17: Thermostat Main Menu

    Foundation User Guide 3.3 Thermostat Main Menu The Thermostat main menu lists the settings that you can configure. 1. From the Thermostat home screen, press the Menu/Select  button to display the main menu. 2. Press the Up  and Down  buttons to navigate through the menu options.

  • Page 18: Thermostat Mode And Fan Settings

    3.4 Thermostat Mode and Fan Settings 3.4.1 Thermostat Mode Settings The Foundation thermostat operates in heat mode by default, but you can change the mode. The available settings for the thermostat mode depend on the type of heating or cooling equipment that is used in your home: Off: Heating and cooling systems are off.
  • Page 19 Foundation User Guide 3.4.2 Fan Settings You can change the fan setting. Auto: The fan runs only when the heating or cooling systems are on. On: The fan runs continuously, even when the thermostat mode is set to OFF. To save electricity costs, use the Auto setting. Your fan uses more electricity when it is set to On and runs continuously.
  • Page 20 Foundation User Guide 3.4.3 Change the Thermostat Mode and Fan Settings From the Thermostat home screen, press the Menu/Select  button to display the main menu. Press the Menu/Select  button to select Mode & Fan Settings. On the Mode Settings screen, press the Up ...

  • Page 21: Thermostat Schedule

    Foundation User Guide 3.5 Thermostat Schedule The Thermostat Schedule is available from the Thermostat home screen. The Schedule Settings menu includes options for changing and viewing the schedule: Edit Current Schedule: Use this option to change specific settings in the weekly schedule.
  • Page 22 Foundation is pre-programmed with an energy-efficient temperature schedule. You can change the default schedule according to your comfort and schedule needs. The default Foundation schedule uses up to four times, called setpoints, each day to adjust the target temperature. Generally, these times correspond to most people’s daily schedules: Wake, Leave, Return, and Sleep.
  • Page 23 Remember to adjust the temperature at night as well. After you set a schedule, Foundation tells you that that the schedule is set for the entire week. You then have the option to set a schedule for specific days. You can set a different schedule for weekdays, weekends, or individual days.
  • Page 24 Foundation User Guide 3.5.4 Change the Schedule Use the Edit Current Schedule option when you want to change specific settings in the weekly schedule. You can change either the target temperatures or the scheduled start times for the temperature changes.
  • Page 25 Foundation User Guide 3.5.5 View the Schedule Use the View Schedule option to show the current schedule settings in a chart. The chart displays the schedule on several screens, depending on your schedule. For example, if one screen shows the weekday (Monday to Friday) schedule, and another screen shows the weekend (Saturday to Sunday) schedule.
  • Page 26 Foundation User Guide 3.5.6 Reset the Schedule You can reset the schedule to the default schedule. For more information about the default schedule, see 3.5.2 Default Schedule. 1. On the Schedule Settings screen, press the Up  or Down  button to highlight the Reset Schedule option, and then press the Menu/Select ...

  • Page 27: Temperature Holds

    Foundation User Guide 3.6 Temperature Holds Temperature holds are target temperatures changes that override the schedule, without actually changing the schedule. Only one hold can be programmed at a time. 3.6.1 Temperature Hold Menu The Temperature Hold menu displays different options when a hold has already been set and when no holds are set.
  • Page 28 Foundation User Guide 3.6.2 Temporary Temperature Holds You can temporarily change the target temperature at any time, without affecting the schedule. The hold remains in effect until the next scheduled temperature change, or until you cancel it. You can use a temporary hold to override voluntary energy or price conservation events from your electricity service provider.
  • Page 29 Foundation User Guide 3.6.3 Timed or Vacation Holds A timed or vacation hold sets the temperature for a specified period of time, and then returns to the schedule. The hold can last from several hours to several days. You can set a timed or vacation hold to start today or at a future date.
  • Page 30 Foundation User Guide 3.6.4 Permanent Temperature Holds A permanent hold overrides all schedules, and remains in effect until you cancel it. When you set a permanent hold, you can set both a heating and a cooling temperature. The permanent hold overrides the schedule until you cancel it. Energy and price conservation events from your utility can still affect your hold temperature.
  • Page 31 Foundation User Guide 3.6.5 Cancel a Hold Only one hold can be active at a time. Before you can set a new hold, you must cancel the existing hold, whether it is temporary, timed, or permanent. 1. On the Temperature Hold screen, press the Up ...

  • Page 32: User Options Wizard

    Foundation User Guide 3.7 User Options Wizard The User Options wizard is a step-by-step guide for setting the filter reminder, date, time, temperature offset, and temperature units. To save costs, set a filter reminder, so that you remember to change the furnace filter. Your equipment uses more energy when the filter is dirty.
  • Page 33 Time and Date: When there is an active communications link, the network periodically updates the date and time, and you are unable to modify these settings. If Foundation does not use the ZigBee network, you can set the date and time. If the power goes out, the battery saves the date and time.

  • Page 34: Energy Mode

    Foundation User Guide 4 Energy Mode You can use Foundation to help manage your energy consumption. To avoid power outages and rising energy costs, your utility may send pricing information or energy events to manage energy use in your community. Customers who participate in these events can reduce their energy consumption and save money.

  • Page 35: Energy Home Screen

    The cost per hour is how much it costs you to consume that amount of energy for one hour. The scrolling message indicates what Foundation is doing. For more information about the scrolling messages, see 3.1.4 Scrolling Messages.

  • Page 36: Utility Events

    Foundation User Guide 4.2 Utility Events Utility events are signals sent from your energy utility to Foundation. Your energy utility typically uses events to inform you about higher energy prices, or to reduce the load on the electricity grid. These events are referred to as energy events and price conservation events.
  • Page 37 Participating in voluntary energy events saves you energy and money. When there is a voluntary energy event, Foundation checks your Event Participation setting and responds accordingly. If Foundation is set to Participate, it automatically adjusts for the event. If it is set to Ignore, it disregards the event.
  • Page 38 Foundation User Guide 4.2.2 Blue Utility Event LED Foundation has four light-emitting diodes (LED) that signal events from your utility. Each LED illuminates for the duration of the corresponding event. The Blue LED indicates that an energy saving or price conservation event is in effect and has triggered the thermostat to adjust the temperature.
  • Page 39 The current price of energy can trigger a price conservation event. During a price conservation event, the thermostat responds according to the Conservation Settings, and adjusts the temperature for the duration of the event. You can set the Conservation Settings to determine how Foundation responds to dynamic pricing programs from your utility.
  • Page 40 Foundation User Guide 4.2.4 LED Pricing Indicators Foundation has four light-emitting diodes (LED) that signal events from your utility. Each LED illuminates for the duration of the corresponding event. Your utility can send price information events during periods of peak demand. The pricing LEDs illuminate as the price increases.

  • Page 41: Energy Mode Menu

    Foundation User Guide 4.3 Energy Mode Menu The Energy Mode menu lists the consumption information, conservation settings, track savings, and energy settings that you can configure.  1. From the Energy home screen, press the Menu/Select button to display the main menu.

  • Page 42: Consumption Information

    Shows usage for the month to date, the estimated usage for the entire month, the usage the previous month, and the usage for the same month in the previous year. Note: If Foundation does not have enough consumption history data, it displays N/A. May 2012 Page 42...

  • Page 43: Conservation Settings

    During pricing events, Foundation uses your Conservation Settings to determine how to adjust the temperature. It can adjust the temperature by up to 9°F (5°C). Foundation either adjusts the temperature to a nominal pricing rate, or keeps the temperature constant at the higher price level.
  • Page 44 From the Energy home screen, you can use the conservation settings to prioritize either home comfort or cost savings. Foundation follows your programmed schedule more closely when you prioritize home comfort. However, prioritizing home comfort will result in higher costs during price events.

  • Page 45: Track Savings

    Foundation User Guide 4.6 Track Savings Foundation can track your energy consumption as it changes over a period of up to 30 days. Foundation projects a consumption estimate based on up to 30 days of consumption history. It uses that estimate as the baseline to compare with the consumption on the following days.

  • Page 46: Energy Settings

    Foundation User Guide 4.7 Energy Settings The Energy Settings menu is available from the Energy home screen. 4.7.1 Event Participation You can choose to participate in or to ignore voluntary events from your utility. You will save more money when you participate in all events, and use a temporary hold only when necessary, than when you ignore all events.
  • Page 47 The information from your utility overrides any information that you enter. If it is not available from your utility, you can manually enter the price and rate settings in Foundation. When you manually enter the price and rate information, the price in the top-left corner of the Thermostat home screen has a star next to it.
  • Page 48 Foundation User Guide 4.7.3 Load Information for your HVAC Equipment You can enter detailed information about your heating and cooling system that enables Foundation to make more accurate estimates of your electricity consumption and costs. The Load Information screens ask a series of questions about your HVAC equipment.
  • Page 49 After you acknowledge the message, Foundation returns to the last home screen that you visited. Using Foundation, you can retrieve the last message that your utility sent, as long as the message still applies. 1. From the Energy home screen, press the Menu/Select ...
  • Page 50 Foundation User Guide 4.7.5 Reset the Data Used for Consumption Settings and Track Savings You can reset the data that Foundation uses for the Consumption Settings and Track Savings features. 4.7.5.1 Reset the Consumption Data 1. From the Energy home screen, press the Menu/Select ...

  • Page 51: Error Messages

    Foundation User Guide 5 Error Messages Foundation displays a message when certain kinds of service are required. The message displays in full- screen mode, and the backlight flashes on and off until you acknowledge the message. The message then appears in the status line of the home screens until the issue is resolved.

  • Page 52: Brown Out Message

    Foundation User Guide 5.2 Brown Out Message Foundation displays the message “Brown Out Fault” when there is a dip in the voltage (for example, when your lights dim) in the form of a brown-out. The message displays in full-screen mode, and the backlight flashes on and off until you acknowledge the message.

  • Page 53: Air Filter Messages

    Foundation User Guide 5.3 Air Filter Messages Foundation can prompt you to change the air filter on your furnace. Either the scheduled Filter Reminder or the furnace can trigger the change filter message. 5.3.1 Scheduled Filter Reminder Message Foundation displays the message “Please Change Filter” on the scheduled Filter Reminder date. The message displays in full-screen mode, and the backlight flashes on and off until you acknowledge the message.

  • Page 54: Heat Pump Message

    The message appears until you change the air filter on the furnace. Note: If you use this feature, do not use the Filter Reminder on Foundation. Set the Filter Reminder to 0. For information about setting the Filter Reminder, see 3.7 User Options...

  • Page 55: Short Circuit Message

    Foundation User Guide 5.5 Short Circuit Message Foundation displays the message “Output Short Circuit” when it detects a short circuit in its wiring. The message displays in full-screen mode, and the backlight flashes on and off until you acknowledge the message.

  • Page 56: Installation

    Foundation User Guide 6 Installation 6.1 Installer Setup Menu The Installer Setup menu is available from the Thermostat home screen. Changing settings in the Installer Setup menu can damage the Heating, Ventilation and Air Conditioning (HVAC) system, and should only be done by a qualified HVAC technician.
  • Page 57 Foundation User Guide 6.1.1 Passwords Foundation is programmed with two levels of password protection: the Installer Password and the User Password. Both passwords timeout 20 minutes after the last button was pressed, and force you to re- enter the password.
  • Page 58 Foundation User Guide 6.1.2 ZigBee Link Info The ZigBee Link Info screen is read-only, and is available from the Installer Setup menu. It displays troubleshooting information, such as your connection status and Media Access Control (MAC) address. May 2012 Page 58...
  • Page 59 Foundation User Guide 6.1.3 Setpoint Range The Setpoint Range specifies the maximum and minimum temperatures that are allowed in the Heat and Cool thermostat modes. Adjusting these temperatures limits the temperature ranges that are allowed when setting a schedule and holds.
  • Page 60 Conventional or Heat Pump setting. To save changes to the Equipment Settings, you must provide the Installer Password. Your installer configures the Equipment Settings when they install Foundation. After you save any changes, the equipment is disabled until the default on/off time has passed.
  • Page 61 Foundation User Guide The following settings are available from the Equipment Settings menu: Equipment Options Default Setting TYPE CONVENTIONAL HEAT PUMP Conventional # OF COOL 0 – no AC 1 – 1 stage Heat Pump STAGES 1 – 1 stage AC 2 –...
  • Page 62 The Control screen is available from the Installer Setup menu. To save changes to the Control settings, you must provide the Installer Password. Your installer configures the Control settings when they install Foundation. Control Setting Description...
  • Page 63 Foundation User Guide 6.1.8 Reset You can reset your thermostat to factory default settings. You can reset the thermostat, user configuration settings, and security keys. The Reset options are available from the Installer Setup menu. The Reset menu includes three options:...
  • Page 64 Foundation User Guide 6.1.8.1 User Configuration Reset The User Configuration Reset restores only the following settings to the default manufacturer settings: Schedule All Holds Comfort Setting Clock Format Temperature Units Filter Reminder May 2012 Page 64...
  • Page 65 Foundation User Guide 6.1.8.2 Thermostat Reset The Thermostat Reset restores the thermostat to the default manufacturer settings. For example, you might reset the thermostat when you change your HVAC equipment, or move the thermostat to a new home. Avoid resetting the thermostat unless necessary.
  • Page 66 Foundation User Guide The following table shows the defaults for the Energy mode: Section Setting Default Value Conservation BALANCED Settings Track Savings Energy Event Participation Participate Settings Price & Rate Settings Flat Rate 5.9¢/kWh Load Information Electric Heating? Heating Stage #1 20.00kW...

  • Page 67: Foundation Thermostat Wiring

    Foundation User Guide 6.2 Foundation Thermostat Wiring The following diagram shows the backplate of the Foundation thermostat. 6.2.1 Conventional System Wiring The following are the general wiring connections for a conventional system. Common(GND) Power (24VAC) 1st Stage Heat 1st Stage Cool...
  • Page 68 Foundation User Guide 6.2.2 Heat Pump Wiring The following are the general wiring connections for a heat pump. Common(GND) Power (24VAC) Auxiliary or Emergency Heat 1st Stage Heat Pump 2nd Stage Heat Pump Reversing/Changeover Valve Heat Pump Fault FAULT Air Filter...

  • Page 69: Taking Care Of Your Foundation

    1. Use a flathead screwdriver to lift up the snap-fit tab located on top of the mounting bracket. 1. Lift the tab until Foundation is free to pull out. 2. Pull the top end of Foundation away from the mounting bracket until it is free of the snap-fit tab.

  • Page 70: Replacing The Battery

    Foundation User Guide 7.2 Replacing the Battery The battery slot is located on the back of Foundation. Foundation uses a CR-2032 battery. Many government agencies have battery recycling programs. Contact your local jurisdictional government agency about available recycling programs. To find a recycling facility near you, go to: http://www.earth911.com/hazardous/single-use-batteries/lithium-manganese-batteries/...

  • Page 71: Re-Attaching Foundation To The Mounting Bracket

    1. Rest Foundation with the bottom groove that is hooked to the bottom tab of the mounting bracket. 2. Push the top half of Foundation against the mounting bracket until the top tab snaps into place. 7.4 Cleaning Clean Foundation with a soft cloth that is lightly dampened with isopropyl alcohol (IPA). Using too much IPA or using other solvents may damage the display.

  • Page 72: Impact Of Power Outages

    Foundation User Guide 8 Impact of Power Outages In the event of a power failure, Foundation retains the date and time information (if a battery is installed), and any information that is required for proper operation of your heating and cooling equipment.

  • Page 73: Technical Specifications

    Specifications are subject to change without notice. 10.1 Intended Use Foundation is designed to control temperature and to optimize cost and comfort levels in an indoor environment. Any changes or modifications that are not expressly approved by Energate Inc. could void your authority to operate this equipment.

  • Page 74: Product Conformity

    Foundation User Guide 10.2 Product Conformity This equipment is RoHS compliant. This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.

  • Page 75: Optional Accessories

    Auxiliary Switch: Use if you are missing a common wire, or if you have two transformers. Wall Plate: Use to cover holes in the wall. Foundation is compatible with many commercially available outdoor temperature sensors. Energate recommends a 10 kOhm (at 25°C) thermistor with a B25/85 value of 3977, such as the Aprilaire 8052.

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