Energate Foundation User manual

Foundation
Foundation Smart Thermostat & Home Energy Gateway
User Guide for Foundation v1.3
Programmable Communicating Thermostat & In-Home Energy Use Display
www.energateinc.com/foundation
AW000718-F

Foundation User Guide
September 2013 Page 2
Legal Declarations
© 2013 Energate Inc. All Rights Reserved.
Foundation Smart Thermostat & Home Energy Gateway User Guide
Information in this document is subject to change without notice.
Energate assumes no responsibility for any errors that may appear in this document. ENERGATE INC.
DISCLAIMS ALL WARRANTIES WITH RESPECT TO THIS DOCUMENT, EXPRESSED OR IMPLIED, INCLUDING
BUT NOT LIMITED TO THOSE OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. IN NO
EVENT SHALL ENERGATE DEVICE BE LIABLE, WHETHER IN CONTRACT, TORT, WARRANTY, OR UNDER ANY
STATUTE OR ON ANY OTHER BASIS FOR SPECIAL, INCIDENTAL, INDIRECT, UNITIVE, MULTIPLE OR
CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING FROM THIS DOCUMENT, INCLUDING
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.
Trademarks
Energate is a registered trademark. Foundation and Foundation Smart Thermostat & Home Energy
Gateway are trademarks of Energate or its subsidiaries in the U.S. and/or certain other countries.
All other trademarks are the sole property of their respective owners.
September 2013

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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”).
THIS WARRANTY DOES NOT INCLUDE DAMAGE TO THE PRODUCT RESULTING FROM ACCIDENT OR
MISUSE. ENERGATE INC. DISCLAIMS ALL WARRANTIES AND CONDITIONS. EXPRESS OR IMPLIED, AS TO
THIS PRODUCT’S MERCHANTABILITY, PRODUCTIVENESS OR FITNESS FOR ANY PARTICULAR PURPOSE,
INCLUDING ANY AND ALL WARRANTIES ARISING BY STATUTE OR OTHERWISE IN LAW OR FROM A
COURSE OF DEALING OR USAGE OF TRADE.
If this product becomes defective during the Warranty Period, Energate Inc. shall have the option, in its
sole discretion, to either repair the product or replace the product.
This warranty shall be solely for the benefit of the party that purchases this product directly from
Energate Inc. or one of Energate’s recognized distributors and is not assignable without the express
written consent of Energate Inc.
To obtain warranty service, please contact your electricity provider. A return authorization is required
on all returns relating to a warranty claim. Energate Inc. reserves the right to charge the purchaser of
this product for the costs of shipping replacement products or parts. In the event that any part of this
product is replaced by Energate Inc. during the Warranty Period, any and every warranty that might be
applicable to the replacement part[s) shall expire on the date of the expiry of the Warranty Period.
ENERGATE INC.’S ENTIRE AGGREGATE LIABILITY FOR LOSSES AND DAMAGES FOR ANY CAUSE RELATED
TO OR ARISING OUT OF THE PURCHASER’S PURCHASE AND/ OR USE OF THE PRODUCT WILL IN NO
EVENT EXCEED THE PURCHASE PRICE PAID FOR THE PRODUCT. IN NO EVENT WILL ENERGATE INC. BE
LIABLE FOR: (A) ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE LOSS OR DAMAGE,
OR OTHER ECONOMIC LOSS OF ANY KIND, IN ANY CASE, EVEN IF ADVISED OF, OR IF ENERGATE INC.
COULD REASONABLY FORESEE, THE POSSIBILITY THEREOF. THE LIMITATIONS, EXCLUSIONS AND
DISCLAIMERS IN THIS AGREEMENT SHALL APPLY IRRESPECTIVE OF THE NATURE OF THE CAUSE OF
ACTION, DEMAND, OR PROCEEDING INCLUDING BUT NOT LIMITED TO, BREACH OF CONTRACT,
NEGLIGENCE, TORT, STRICT LIABILITY OR ANY OTHER LEGAL OR EQUITABLE THEORY.

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Table of Contents
Legal Declarations......................................................................................................................................... 2
Warranty ....................................................................................................................................................... 3
1 How to use this guide............................................................................................................................ 6
1.1 Purpose ......................................................................................................................................... 6
1.2 Intended Audience........................................................................................................................ 6
1.3 Foundation Models....................................................................................................................... 6
1.4 Text Conventions .......................................................................................................................... 7
2 About Foundation ................................................................................................................................. 8
2.1 Operating Foundation................................................................................................................... 9
2.2 LED Indicators .............................................................................................................................10
2.3 Thermostat Display ..................................................................................................................... 10
2.4 Energy Display.............................................................................................................................16
2.5 Standby Display........................................................................................................................... 18
3 Main Menu.......................................................................................................................................... 20
3.1 Consumption Information........................................................................................................... 20
3.2 Mode and Fan Settings ............................................................................................................... 23
3.3 Schedule Settings and Temperature Hold ..................................................................................26
3.4 Event Response Settings ............................................................................................................. 46
3.5 Settings........................................................................................................................................ 50
4 Utility Events ....................................................................................................................................... 59
4.1 Energy Events.............................................................................................................................. 59
4.2 Price Conservation Events...........................................................................................................61
5 Error Messages....................................................................................................................................64
5.1 Low Battery Message.................................................................................................................. 64
5.2 Brown Out Message....................................................................................................................65
5.3 Air Filter Messages...................................................................................................................... 65
5.4 Heat Pump Message ................................................................................................................... 67
5.5 Short Circuit Message ................................................................................................................. 67
5.6 Configuration Error Message...................................................................................................... 68
5.7 Low MDC Battery ........................................................................................................................ 68
6 Installation .......................................................................................................................................... 69
6.1 Installer Setup Menu................................................................................................................... 69

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6.2 Foundation Thermostat Wiring................................................................................................... 80
7 Optional Accessories........................................................................................................................... 82
8 Taking Care of Your Foundation..........................................................................................................83
8.1 Removing Foundation from the Mounting Bracket....................................................................83
8.2 Replacing the Battery.................................................................................................................. 84
8.3 Re-attaching Foundation to the Mounting Bracket....................................................................85
8.4 Cleaning....................................................................................................................................... 85
9 Impact of Power Outages ................................................................................................................... 86
10 End-of-Life & Safe Disposal ................................................................................................................87
11 Technical Specifications...................................................................................................................... 88
11.1 Intended Use...............................................................................................................................88
11.2 Product Conformity..................................................................................................................... 89

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1How 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 provider.
1.3 Foundation Models
Some Foundation models offer additional features, such as the ability to collect consumption
information from an optional sensor attached to your electricity meter. Whenever it discusses these
features, this guide specifies the Foundation models that support the feature.
FZ100 - Communicates with ZigBee meters to allow you to manage your home energy usage while
providing you with conservation, comfort and convenience.
FZ100C - Incorporates all of the features of FZ100 and provides the optional capability to receive
consumption information directly from your electricity meter using the optional Meter Data Collector to
communicate with non-ZigBee meters.
Contact your service provider for more information about Foundation models.

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1.4 Text Conventions
Bold text indicates important concepts, and menu options or button names in procedures. For example:
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.
1. Numbers identify multi-step procedures.
This symbol identifies a single-step procedure.
This symbol identifies energy- and money-saving tips.
This symbol identifies warnings.

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2About Foundation
Foundation is a home energy control device that combines fundamental home climate control and
energy consumption management. It allows you to control your home’s temperature, and to manage
your energy consumption and costs:
Program the temperatures settings according to your schedule.
Manage your home’s energy consumption and your energy costs based on the price of
electricity. You can prioritize either cost savings or home comfort, or create a comfortable
balance between the two.

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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
Home
Switches between the Thermostat and the Energy displays.
Exits and cancels any changes within a menu. Pressing the Home
Button repeatedly will return you to the home screen.
Wakes up the device.
Menu/Select 
Displays a menu.
Selects the highlighted item.
Navigates to the next step in a wizard.
Confirms messages
Wakes up the device
Up 
and
Down
Moves the highlighted selection in a menu.
Wakes up the device
Adjusts the target temperature from the home screen
Adjusts the value within a menu

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2.2 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.
As the price of electricity rises, the yellow, orange, and red lights illuminate in that order, to indicate
increasing prices.
For more information about utility events and the LED Indicators, see 4 Utility Events.
2.3 Thermostat Display
The Thermostat display provides direct access to the household climate control features.
The outdoor temperature is not displayed if an outdoor temperature sensor is not installed. For
more information, see 7 Optional Accessories.
If the time is not displayed, set it using user options. For information, see 0

Changing User Options.
Link status:
oIndicates that the communications link to the electricity provider's server is
connected. The signal quality ranges from the lowest signal quality (1 bar) to the highest
signal quality (5 bars).

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oFoundation is configured to receive utility events and other information via a
ZigBee network.
oFoundation is configured to receive information via the optional FlexNet
pager module.
oFoundation is configured to receive utility events and other information via a
Wi-Fi network.
oFoundation is configured to receive information via both ZigBee and the Wi-Fi
or pager module (for Dual).
oIndicates 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 Messages.
2.3.1 Information below the Temperature
The following types of information can appear below the temperature:
TARGET –”Temperature”°: The thermostat is controlling the HVAC equipment as needed to
reach the target temperature. When the thermostat mode is OFF, this line is blank.
ENERGY EVENT UNTIL ”Time”: The electricity provider has sent an energy event to adjust your
thermostat target temperature or thermostat duty cycle.
CONSERVATION UNTIL ”Time”: The thermostat has adjusted the temperature in response to an
electricity price increase.
TEMPORARY UNTIL ”Time”: The temperature has been adjusted temporarily until the next
schedule change.
PERMANENT HOLD IN EFFECT: A permanent hold has been set.
TIMED UNTIL ”Date”: A timed or vacation hold has been set.

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2.3.2 Thermostat 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 and 6.1.1 Equipment Settings.
Symbol
Description
COOL: The Thermostat Mode is set to Cool. The symbol displays regardless of whether
the cooling equipment is running. This setting is available only when one or more cooling
stages are enabled in the Equipment Settings.
COOL2: The Thermostat Mode is set to Cool. The cooling equipment is running, and the
second cooling stage is enabled, either when the cooling equipment has run longer than
the Recovery Time, or when you change the target cooling temperature while the cooling
equipment is running. This setting is available only when there are two cool stages
enabled in the Equipment Settings.
HEAT: The Thermostat Mode is set to Heat. The symbol displays regardless of whether
the heating equipment is running. This setting is available only when one or more heating
stages are enabled in the Equipment Settings.
HEAT2: The Thermostat Mode is set to Heat. The heating equipment is running, and the
second heating stage is enabled, either when the furnace has run longer than the
Recovery Time, or when you change the target heat temperature while the heating
equipment is running. This setting is available only when two or more heating stages are
enabled in the Equipment Settings.
HEAT3: The Thermostat Mode is set to Heat. The heating equipment is running. The
symbol displays when the third heating stage is enabled, either when the heating
equipment 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 three heating stages are enabled in the Equipment Settings.
AUTO (heat): The Thermostat Mode is set to Auto. The heating equipment is either
running, or was the last equipment to run. This setting is available only when heating and
cooling stages are enabled in the Equipment Settings.
AUTO (cool): The Thermostat Mode is set to Auto. The cooling equipment is either
running, or was the last equipment to run. This setting is available only when heating and
cooling stages are enabled in the Equipment Settings.
AUTO2 (heat): The Thermostat Mode is set to Auto. The heating equipment is running,
and the second 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 heating
equipment is running. This setting is available only when heating and cooling stages are
enabled in the Equipment Settings, and when more than one heating stage is enabled.
AUTO2 (cool): The Thermostat Mode is set to Auto. The cooling equipment is running
and the second cooling stage is enabled, either when the cooling equipment has run
longer than the Recovery Time, or when you change the target cool temperature while
the cooling equipment is running. This setting is available only when heating and cooling
stages are enabled in the Equipment Settings, and when more than one cooling stage is
enabled.
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

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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.
OFF: The Fan Setting is set to Off. Use this setting to ensure that no equipment
runs. This setting is available with any equipment setup.
EMERG: The Fan Setting is set to Emergency Heating. The emergency heating equipment
is running. This symbol displays only when you select emergency heating. This setting is
available only when the Equipment Type is Heat Pump, and there are more heating
stages than cooling stages.
2.3.3 Fan Symbols
The following table describes the fan symbols that appear on the Thermostat display.
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.
For more information, see 3.2.2 Fan Settings.

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2.3.4 Scrolling Messages
The following tables provide information about the scrolling messages that appear at the bottom of the
display.
2.3.4.1 Information messages
Message
Description
Following Schedule
Displayed when the scheduled target temperature is the active target
temperature.
[Heating/Cooling] to [target
temperature]
Displayed when there is a vacation hold is set but not yet in progress.
Hold [Heat/Cool] at [active
target temperature]
Displayed when there is a hold in progress.
No Hold active
Displayed when the system is running the equipment.
Anticipating for [next target
temperature] °
Displayed when the thermostat is anticipating a scheduled target
temperature change (for example, the HVAC equipment is heating or
cooling to reach the target temperature at the scheduled time).
[Second / Third] stage on
Displayed when more than one stage is on.
Aux. Heat On
Displayed when the emergency heat stage is engaged.
Rate: [current price][*]
Displayed when electricity pricing information is available. The current
price is displayed in either cents or dollars, depending on the current
price. 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
target temperature]
Displayed when an energy event or price conservation event is in
progress.
Limiting Usage To [event duty
cycle]%
Displayed when a utility event is in progress, and the duty cycle is the
limiting factor or is the only field that is specified in the event (no
temperatures are specified).
Please Change Filter
Displayed on the scheduled Filter Reminder date. For information
about setting the Filter Reminder, see 0
Changing User Options

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2.3.4.2 Error messages
For information on responding to error messages, see 5 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.
Heat Pump Fault
Displayed when a heat pump hardware fault is detected.
Brown Out Fault
Displayed when there is a brown out.
Low MDC Battery
Displayed when the optional Meter Data Collector battery is low.

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2.4 Energy Display
The Energy display provides at-a-glance consumption data and access to historic data and energy
consumption information to help you make informed decisions about your home comfort and energy
consumption.
The outdoor temperature is not displayed if an outdoor temperature sensor is not installed. For
more information, see 7 Optional Accessories.
A star next to the price indicates that you are not receiving price information from your
electricity provider. The price is based on the load information settings entered in the Energy
Settings menu, see 3.5.4.1 Price and Rate Information. When the price comes from the
electricity provider, there is no star next to the price.
Link status:
oIndicates that the communications link to the electricity provider's server is
connected. The signal quality ranges from the lowest signal quality (1 bar) to the highest
signal quality (5 bars).
oFoundation is configured to receive utility events and other information via a
ZigBee network.
oFoundation is configured to receive information via the optional FlexNet
pager module.
oFoundation is configured to receive utility events and other information via a
Wi-Fi network.
oFoundation is configured to receive information via both ZigBee and the Wi-Fi
or pager module (for Dual).
oIndicates that the link is not connected.
The source for the energy consumption data is either HOME or HVAC:
oHOME: The consumption data comes from the meter through either ZigBee or the
optional Meter Data Collector. Foundation displays the electricity consumption for the
whole home.
oHVAC: The consumption data comes from the thermostat. Foundation displays the
electricity consumption for only the heating and cooling system. The data is based on

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the load information that is entered in the Energy Settings menu. For more information
about the load information, see 3.5.4.2 Load Information for Your HVAC Equipment.
The current electricity use reflects the amount of electricity that is being used in the home in
kilowatts (kW).
To see how low your current electricity use can go when in HOME consumption data
mode, turn off the lights and unplug your electronic devices when everyone is away
or asleep. The lower this value is, the more you can save.
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 messages.

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2.5 Standby Display
After a period of inactivity, the thermostat switches to Standby display.
2.5.1 Switch between Thermostat and Energy Displays
You can switch between the Thermostat display and the Energy display when either display is active.
From a display, press the Home button to switch between the Thermostat display and the Energy
display.
2.5.2 Standby Display
By default, the display automatically dims after a period of inactivity.
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. Current indoor temperatures are accompanied by a symbol
that indicates the current thermostat mode (see 3.2.1 Thermostat Mode Settings).
The cost of electricity per hour, based on current usage, is displayed at the bottom right.
Standby Screens
Time & Date: Displays the current time and date.
Temperature: Displays the current indoor temperature, the
thermostat mode and fan setting.

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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.
The bar graph on the right compares the average cost of the
past 7 days to daily costs for the past 7 days. For example, if the
bar is half-filled, the average 7-day cost is halfway between the
lowest and highest daily cost in the past 7 days.
A smiling face is displayed between the bar graphs if the cost of
the last 24 hours is less than or equal to the current 7-day
average.
A neutral face (straight mouth) is displayed if the 24-hour cost is
above the 7-day average.
You can also configure the brightness of the display in standby display. For information on configuring
the standby screen, see 0
Changing User Options.

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3Main Menu
The main menu lists the settings that you can configure.
1. From the 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.
3.1 Consumption Information
3.1.1 Consumption & 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 button.
3. Read the information, and then press the Menu/Select button to navigate to the next screen.
Current Energy Cost: Shows the current cost of the electricity you
are using and the minimum, maximum, and average cost for the
previous day.
The current value displays the cost for the next hour if you
maintain the current level of usage.
Current Energy Use: Shows the current amount of electricity you
are using and the minimum, maximum, and average usage for the
previous day.
The current value estimates electricity consumption for the next
hour if you maintain the current level of usage.