Energate Foundation User Manual
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Energate Foundation User Manual

Smart thermostat & home energy gateway
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Foundation
Foundation Smart Thermostat & Home Energy
Gateway User Guide for Foundation v1.4
Programmable Communicating Thermostat & In-Home Energy Use Display
www.energateinc.com/foundation
AW000718-H

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Summary of Contents for Energate Foundation

  • Page 1 Foundation Foundation Smart Thermostat & Home Energy Gateway User Guide for Foundation v1.4 Programmable Communicating Thermostat & In-Home Energy Use Display www.energateinc.com/foundation AW000718-H...

  • Page 2: Legal Declarations

    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

    Legal Declarations ........................1 Warranty ............................ 2 How to use this Guide ......................6 Purpose ........................6 Intended Audience ....................... 6 Foundation Models ...................... 6 Text Conventions ......................7 About Foundation ........................ 7 Operating Foundation ....................8 LED Indicators ......................9 Thermostat Display ......................
  • Page 5 3.3.8 Switch to Using a Fixed Temperature ..............28 3.3.9 Create a Schedule for the Thermostat ...............30 Changing the Temperature Using Holds ..............31 3.4.1 Temperature Hold Menu ..................32 3.4.2 Temporary Hold ....................33 3.4.3 Timed Hold ......................33 3.4.4 Permanent Hold ....................34 3.4.5 Vacation Hold ......................35 3.4.5 Cancel a Hold ......................36...
  • Page 6 Optional Accessories ......................73 Taking Care of Your Foundation ..................74 Removing Foundation from the Mounting Bracket............74 Replacing the Battery ....................75 Re-attaching Foundation to the Mounting Bracket ............76 Cleaning ........................76 Impact of Power Outages ....................76 End-of-Life & Safe Disposal ....................76 Technical Specifications ....................77 11.1 Intended Use ......................77...

  • Page 7: How To Use This Guide

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

  • Page 8: Text Conventions

    Press the Home button to switch between the Energy display and Thermostat display on the home screen. Text with initial capital letters indicates terminology that appears on Foundation screens, such as menu options or screen titles. For example, User Options Wizard or Set Temporary Hold.

  • Page 9: Operating Foundation

    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 • Switches between the Thermostat and the Energy displays.

  • Page 10: Led Indicators

    LED Indicators Foundation has four light-emitting diodes (LED) that signal events from your electricity provider. Each LED illuminates for the duration of the corresponding event. The Blue LED indicates that an energy or price conservation event is in effect and has triggered the thermostat to adjust the temperature.

  • Page 11: Information Below The Temperature

    Foundation is configured to receive utility events and other information via a Wi-Fi network. Foundation is configured to receive information via both ZigBee and the Wi-Fi or pager module (for Dual). Indicates that the link is not connected. • The scrolling message indicates what the thermostat is doing. For more information about the scrolling messages, see 2.3.4 Scrolling...

  • Page 12: Thermostat Mode Display Symbols

    2.3.2 Thermostat Mode Display Symbols The following table describes the thermostat display symbols that appear on the Thermostat display. For more information see 3.2.1 Thermostat Mode Settings 6.2 Equipment Settings. Symbol Description COOL: The Thermostat Mode is set to Cool. The symbol displays regardless of whether the cooling equipment is running.

  • Page 13: Thermostat Fan Display Symbols

    AUTO3 (heat): The Thermostat Mode is set to Auto. The heating equipment is running, and the third heating stage is enabled, either when the furnace has run longer than the Recovery Time, or when you change the target heating temperature while the HEAT2 equipment is running. This setting is available only when heating and cooling stages are enabled in the Equipment Settings, and when three heating stages are enabled.

  • Page 14: Scrolling Messages

    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...

  • Page 15: Energy Display

    Error Messages Message Description Configuration Error Displayed when there is a problem with the thermostat. Short Circuit Detected Displayed when a short circuit is detected in the wiring between the thermostat and the HVAC equipment. Low Battery Displayed when the battery level is low. Filter Fault Detected Displayed when a filter hardware fault is detected.
  • Page 16 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 2.3.4 Scrolling Messages. For more information about error messages, see 2.3.4.2 Error...

  • Page 17: Standby Display

     To wake up the system, press any button. The screen lights up and displays the last display screen visited. You also can configure Foundation to display a different screen when it is in standby mode. All standby screens display the current indoor temperature or target temperature (for example, the scheduled temperature) at the bottom left.
  • Page 18 Energy Consumption: Displays the cost of electricity used in the previous 24 hours and the average daily cost for the past 7 days. The bar graph on the left compares the 24-hour cost to average daily cost for the past 7 days. For example, if the bar is completely solid, the 24-hour cost is the same or higher than the highest daily cost in the past week.

  • Page 19: Main Menu

    Consumption Information 3.1.1 Consumption and Cost Data Foundation displays the Consumption Information on a series of screens. 1. From the home screen, press the Menu/Select  button to display the main menu. 2. Press the Up  or Down  button to highlight Consumption Information, and then press the Menu/Select ...
  • Page 20 Shows usage for the month to date, the estimated usage for the entire month, and the usage for the previous month and the same month in the previous year. Note: If Foundation does not have enough consumption history data, it displays N/A.

  • Page 21: Track Savings

    3.1.2 Track Savings Foundation can track your energy consumption as it changes over a period of up to 30 days. Foundation uses the consumption history to project a consumption estimate. It uses that estimate as the baseline to compare with the consumption on the following days and calculate any potential savings.

  • Page 22: Mode And Fan Settings

    Mode and Fan Settings 3.2.1 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: •...

  • Page 23: Thermostat Fan Settings

    3.2.2 Thermostat 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 24: Schedule Settings And Temperature Hold

    Schedule Settings and Temperature Hold The thermostat can operate with a schedule or with a fixed temperature and temperature holds work slightly differently in each case. Sections 3.3.1 Using a Schedule 3.4 Changing the Temperature Using Holds explain how to use the thermostat with a schedule including temperature holds.

  • Page 25: Temporarily Change The Temperature From The Home Screen

    3.3.2 Temporarily Change the Temperature from the Home Screen You can temporarily change the target temperature at any time without changing the programmed schedule. This is called a temporary temperature hold. The hold remains in effect until the next scheduled temperature change. You can use a temporary hold to override voluntary energy or price conservation events from your electricity provider.

  • Page 26: Default Schedule

    Each weekday in the default Foundation schedule has four start times and weekend days have two start times. Each start time has a target temperature for heating and cooling. Generally, these times correspond to most people’s daily schedules: Wake, Leave, Return, and Sleep (for...

  • Page 27: Change The Current Schedule

    If your schedule uses different schedules for specific days of the week, you can have up to seven screens. 3.3.6 Change the Current Schedule Use the Edit Current Schedule option when you want to change specific settings in the schedule. You can change either the target temperatures or the start times for the temperature changes.

  • Page 28: Create Or Reset The Schedule

    After you set a schedule, Foundation tells you 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 29: Switch To Using A Fixed Temperature

    When the schedule is turned off, any temperature that you select is the target temperature for all days and times. When you turn off the schedule, Foundation deletes the current schedule. You can use the Schedule Wizard to return to the default schedule or recreate your custom schedule.
  • Page 30 Change the Current Temperature from the Home Screen You can use the home screen to change the target temperature at any time. The temperature remains in effect until you change it. If you adjust the target temperature and then leave the new temperature for three seconds, it becomes the new target temperature.

  • Page 31: Create A Schedule For The Thermostat

    3.3.9 Create a Schedule for the Thermostat When the thermometer is operating with a fixed temperature, you can use the Turn Schedule On option to create a schedule for the thermostat to follow. You create the schedule based on the default schedule values. 1.

  • Page 32: Changing The Temperature Using Holds

    Changing the Temperature Using Holds You can change the target temperature temporarily or permanently by overriding the schedule. These override options do not change the programming for the schedule and are called holds. I want to… Setting name See… Use the home screen to 3.3.2 Temporarily Change the change the temperature Temperature from the Home Screen...

  • Page 33: Temperature Hold Menu

    3.4.1 Temperature Hold Menu The Temperature Hold menu displays different options depending on whether a hold has been set or if the thermostat is in fixed temperature mode. 1. From the home screen, press the Menu/Select  button to display the main menu. 2.

  • Page 34: Temporary Hold

    3.4.2 Temporary Hold Use a temporary hold to override voluntary energy or price conservation events from your electricity provider, or to adjust the temperature until the next scheduled change. 1. On the Temperature Hold menu, press the Up  or Down ...

  • Page 35: Permanent Hold

    1. On the Temperature Hold screen, press the Up  or Down  button to highlight Set Timed Hold, and then press the Menu/Select  button. 2. Follow the on-screen instructions: • Press the Up  or Down  button to adjust temperatures, the number of days, and to highlight options.

  • Page 36: Vacation Hold

    3.4.5 Vacation Hold A vacation hold sets the temperature for a specified period of time. When the hold expires, the thermostat returns to following the schedule or any unexpired holds. The hold can last from several hours to several days. Unlike a timed hold, a vacation hold allows you to specify a start time in the future and to specify a specific end date and time.

  • Page 37: Cancel A Hold

    2. Do one of the following: • To cancel the hold, press the Up  or Down  button to select Yes, and then press the Menu/Select  button. • To start editing the hold settings, press the Up  or Down ...

  • Page 38: View A Hold

    3.4.7 View a Hold If a hold is active, you can view its target temperatures and any other hold settings using the View Hold option. 1. On the Temperature Hold screen, press the Up  or Down  button to highlight View Hold, and then press the Menu/Select ...

  • Page 39: Changing The Temperature Using Holds

    3.4.9 Changing the Temperature Using Holds When no schedule is programmed you can change the target temperature temporarily using override options called holds. • Timed hold: Quickly change the temperature for a set number of days, starting immediately. • Vacation hold: Configures a temperature hold that starts and stops at dates and times you specify.

  • Page 40: Event Response Settings

    During price conservation 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 41 Conservation Setting Description Maximum Comfort is the most important and price Comfort increases are ignored. Program settings are not affected by a price increase, and the temperature does not change. You pay the increased rates to maintain your desired comfort level. Comfort Comfort is prioritized over savings.
  • Page 42 • When the thermostat does not follow a schedule and you prioritize home comfort, Foundation follows the target temperatures you set more closely. Prioritizing home comfort will result in higher costs during price events. Prioritizing home savings will result in additional savings during price events.

  • Page 43: Event Participation

    3.5.2 Event Participation You can choose to participate in or to ignore voluntary energy events from your electricity provider. For more information on voluntary energy events, see 4.1.1 Voluntary Energy Events. 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 44: Price Response

    3.5.3 Price Response 3.5.3.1 Event Anticipation If your thermostat is participating in a price conservation event, a temperature offset will be applied to the device making it heat or cool your home according to a more conservative setpoint different from that of the thermostat’s regular schedule based on the conservation settings.
  • Page 45 You can access price response settings from the Event Response Settings menu. Set Price Response settings from the Menu. 1. From the home screen, press the Menu/Select  button to display the main menu. 2. Press the Up  or Down  button to highlight Events Response Settings, and then press the Menu/Select ...

  • Page 46: Utility Messages

    For example, your provider might send information about upcoming events. When Foundation receives a message, it displays the message on the current home screen. The message displays until you acknowledge it or it expires. To acknowledge the message, press the Home or Menu/Select ...

  • Page 47: Settings

    Press the Menu/Select  button to select options and to move to the next item. Temperature Units: Foundation can display the temperature in either degrees Fahrenheit (°F) or Celsius (°C). Time Units: Foundation can display the time using either a 12- or a 24-hour clock format.
  • Page 48 Standby Screen: Select what Foundation displays after a period of inactivity: Home Screen: Displays the home screen you last visited (Temperature or Energy). Time & Date: Displays the current time and date. Temperature: Displays the current indoor temperature. Energy Consumption: Displays the cost of electricity used in the previous 24 hours and the average cost for the past 7 days.

  • Page 49: User Options

    3.6.2 User Options The User Options wizard is a step-by-step guide for setting: • Filter reminder • Date and time To reduce the cost of heating and cooling your home, set a filter reminder to help you remember to change the furnace filter. Your equipment uses more energy when the filter is dirty.
  • Page 50 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 have an active communication link (either ZigBee, pager or Wi-Fi), you can set...

  • Page 51: Device Settings

    3.6.3 Device Settings Device Info The Device Info screen is a read-only screen that is available from the Device Settings menu. It provides troubleshooting information about the thermostat and ZigBee radio. Performance Adjustments The Performance Adjustments wizard is a step-by-step guide for setting: •...
  • Page 52 +/- 5.4°F (+/- 3°C). swords Foundation is programmed with two levels of password protection: the Installer Password and the User Password. Both passwords time out 20 minutes after the last button was pressed, and force you to re-enter the password.
  • Page 53 To change the User Password, you must first enable it. After the user password is enabled, an installer password is required to enable or disable it. 1. In the Device Settings menu, press the Up  or Down  button to highlight Edit Passwords, and then press the Menu/Select ...

  • Page 54: Energy & Rate Settings

    If it is not available from your electricity provider, 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 55 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. In some cases, this information is provided by the ZigBee network or the optional Meter Data Collector.

  • Page 56: Utility Events

    Conservation Settings. When energy or price conservation events are active, Foundation’s blue LED indicator (Energy Saving Event) is lit. A price conservation event will only be active if Foundation responds to the event by adjusting the temperature.

  • Page 57: Mandatory Energy Events

    4.1.2 Mandatory Energy Events Your electricity provider may also send mandatory energy events that Foundation cannot ignore. Price Conservation Events Foundation supports price-driven peak load reduction programs. For example, some utilities use time-of-use or peak pricing, where prices vary according to the time of day and the demand for energy.

  • Page 58: Blue Utility Event Led

    Blue Utility Event LED Foundation has four light-emitting diodes (LED) that signal events from your electricity provider. Each LED is lit for the duration of the corresponding event. The Blue LED indicates that an energy or price conservation event is in effect and has triggered the thermostat to adjust the temperature.

  • Page 59: Led Pricing Indicators

    LED Pricing Indicators Foundation has four light-emitting diodes (LED) that signal events from your electricity provider. Each LED illuminates for the duration of the corresponding event. Your electricity provider can send price information which can trigger conservation events depending on your Conservation Settings during periods of peak demand. The pricing LEDs illuminate as the price increases.

  • Page 60: Error Messages

    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 61: Brown Out Fault Message

    Air Filter Message 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. Scheduled Filter Reminder Message Foundation displays the message “Please Change Filter”...

  • Page 62: Filter Fault 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 Air Filter Message.

  • Page 63: Short Circuit Message

    Contact your thermostat provider immediately. Low MDC Battery Message Foundation displays the Low MDC Battery when the batteries in the optional Meter Data Collector sensor unit are low. Resolve the issue by replacing the batteries in the optional MDC Sensor unit attached to your meter with 2xAA Alkaline...

  • Page 64: Installation

    Installation Installer Setup Menu The Installer Setup menu is available from the 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 65 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. Conventional Equipment Settings...
  • Page 66 Heat Pump Equipment Settings Equipment Options Default Setting REV. VALVE Reversing or Changeover valve: On In Cool On In Cool/On In Heat # OF COOL 1 – 1 stage Heat Pump STAGES 2 – 2 stage Heat Pump # OF HEAT 1 –...

  • Page 67: Setpoint Range

    BALANCE HEAT PUMP without outdoor temperature sensor: High: 122°F POINTS If available, use the values for your specific equipment. (50°C) (For multiple- Low: -40°F Otherwise, use the default values. stage heating (-40°C) and cooling equipment) HEAT PUMP with outdoor temperature sensor: HIGH: Set to the temperature above which the auxiliary heat is disabled.

  • Page 68: Meter Data Collector (Fz100C Model Only)

    This device allows Foundation to receive messages, price information, and energy and price conservation events. The pager module plugs into the slot on the side of your Foundation. The Pager menu will only appear if you have a Pager module installed in the Foundation.

  • Page 69: Wi-Fi

    This device allows Foundation to receive messages, price information, and energy and price conservation events. The Wi-Fi module plugs into the slot on the side of your Foundation. The Wi-Fi menu will only appear if you have a Wi-Fi module installed in the Foundation.

  • Page 70: Reset

    If you have enabled the User Password, you must provide it to reset the user configuration. Reset the Data Used for Consumption Information and Track Savings You can reset the data that Foundation uses for the consumption information and track savings features.
  • Page 71 Default Thermostat Settings Section Setting Default Value Consumption Track Information Savings Mode & Fan Equipment HEAT Settings Mode Fan Mode AUTO Schedule Start Time Time Target Target Settings Schedule Name Temperature - Temperatur Heat e - Cool Monday- WAKE 6:00am 70°F (21.11°C) 78°F Friday...
  • Page 72 # of Heat stages Minimum On/Off 2 minutes Time for Heating Maximum 6/hr Number of Cycles for Heating Minimum On/Off 4 minutes Time for Heating Maximum 4/hr Number of Cycles for Heating Fan on in Heat Hysteresis 2°F (1°C) Maximum 90 minutes Recovery Time Setpoint...

  • Page 73: Foundation Thermostat Wiring

    Foundation Thermostat Wiring The following diagram shows the backplate of the Foundation thermostat. 6.9.1 Conventional System Wiring The following are the general wiring connections for a conventional system. Conventional System Common (GND) Power (24VAC) 1st Stage Heat 1st Stage Cool...

  • Page 74: Heat Pump Wiring

    The following optional accessories are available for Foundation: • Meter Data Collector (FZ100C Model only): Attaches to the meter provided by your electricity provider to gather information and transmit it to Foundation’s Meter Data Receiver. For more information, see 6.4 Meter Data Collector (FZ100C Model only).

  • Page 75: Taking Care Of Your Foundation

    2. Lift the tab until Foundation is free to pull out. 3. Pull the top end of Foundation away from the mounting bracket until it is free of the snap-fit tab. You can lift Foundation free from the mounting bracket.

  • Page 76: Replacing The Battery

    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 77: Re-Attaching Foundation To The Mounting Bracket

    Never submerge or immerse Foundation in any kind of liquid. 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 78: Technical Specifications

    Specifications are subject to change without notice. 11.1 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...

  • Page 79: Product Conformity

    11.2 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.

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