Energate Foundation User manual

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

Foundation User Guide
May 2012 Page 2
Legal Declarations
© 2012 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.
May 2012

Foundation User Guide
May 2012 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”).
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 service 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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May 2012 Page 4
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 Text Conventions ..........................................................................................................................6
2 About Foundation .................................................................................................................................7
2.1 Operating Foundation................................................................................................................... 8
2.2 Sleep Mode ...................................................................................................................................8
2.3 LED Indicators ............................................................................................................................... 9
2.4 Thermostat and Energy Modes...................................................................................................10
2.5 Switch between Thermostat and Energy Modes........................................................................11
3 Thermostat Mode ...............................................................................................................................12
3.1 Thermostat Home Screen ...........................................................................................................12
3.2 Change the Current Temperature Temporarily ..........................................................................16
3.3 Thermostat Main Menu..............................................................................................................17
3.4 Thermostat Mode and Fan Settings............................................................................................18
3.5 Thermostat Schedule ..................................................................................................................21
3.6 Temperature Holds .....................................................................................................................27
3.7 User Options Wizard ...................................................................................................................32
4 Energy Mode.......................................................................................................................................34
4.1 Energy Home Screen...................................................................................................................35
4.2 Utility Events ...............................................................................................................................36
4.3 Energy Mode Menu ....................................................................................................................41
4.4 Consumption Information...........................................................................................................42
4.5 Conservation Settings .................................................................................................................43
4.6 Track Savings...............................................................................................................................45
4.7 Energy Settings............................................................................................................................46
5 Error Messages ...................................................................................................................................51
5.1 Low Battery Message..................................................................................................................51
5.2 Brown Out Message....................................................................................................................52
5.3 Air Filter Messages......................................................................................................................53

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5.4 Heat Pump Message ...................................................................................................................54
5.5 Short Circuit Message .................................................................................................................55
5.6 Configuration Error Message ......................................................................................................55
6 Installation ..........................................................................................................................................56
6.1 Installer Setup Menu...................................................................................................................56
6.2 Foundation Thermostat Wiring...................................................................................................67
7 Taking Care of Your Foundation .........................................................................................................69
7.1 Removing Foundation from the Mounting Bracket....................................................................69
7.2 Replacing the Battery..................................................................................................................70
7.3 Re-attaching Foundation to the Mounting Bracket....................................................................71
7.4 Cleaning.......................................................................................................................................71
8 Impact of Power Outages ...................................................................................................................72
9 End-of-Life & Safe Disposal.................................................................................................................72
10 Technical Specifications ..................................................................................................................73
10.1 Intended Use...............................................................................................................................73
10.2 Product Conformity.....................................................................................................................74
11 Optional Accessories.......................................................................................................................75

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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 service provider.
1.3 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 mode and Thermostat mode home screens.
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 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.
Use the Energy mode to manage your home’s energy consumption, and your energy costs based
on utility price levels. You can choose to prioritize either cost savings or home comfort.

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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.
2.2 Sleep Mode
The display automatically enters sleep mode after a period of inactivity. In sleep mode, the screen dims,
but still shows the home screen information for the currently selected mode.
To wake up the system, press any button.
The screen lights up and displays the last home screen visited.
Button
Button Name
Functions
Home
Switches between the Thermostat and the Energy mode home
screens.
Exits and cancels any changes within a menu, and returns to the last
visited home screen.
Wakes up the unit.
Menu/Select 
Displays a menu.
Selects the highlighted item.
Navigates to the next step in a wizard.
Confirms messages
Wakes up the unit.
Up 
and
Down
In the Thermostat mode, adjusts the target temperature.
In the Energy mode, adjusts conservation settings.
Moves the highlighted selection in a menu.
Wakes up the unit.

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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. 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 4.2 Utility Events.

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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.
The Thermostat home screen provides direct access to the household climate control features.
For more information about the Thermostat home screen, see 3.1 Thermostat Home Screen.
2.4.2 Energy mode
The Energy mode provides consumption and utility rate information. Use this information to make
informed decisions about your home comfort and consumption settings. You can prioritize energy cost
savings based on utility price levels and your personal comfort requirements.
The Energy home screen provides at-a-glance consumption data and access to historic data and energy
consumption information to help you make informed decisions about your comfort and consumption
settings.
For more information about the Energy home screen, see 4.1 Energy Home Screen.

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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.

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3Thermostat 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.
3.1 Thermostat Home Screen
The Thermostat home screen provides direct access to the household climate control features.
The scrolling message indicates what the thermostat is doing. For more information about the scrolling
messages, see 3.1.4 Scrolling Messages.
3.1.1 Information below the Temperature
The following information can appear below the temperature:
TARGET –70.0°: The thermostat is operating normally, and following the schedule.
ENERGY EVENT UNTIL 11:00 PM: The utility has sent an energy event to adjust your thermostat
temperature.
CONSERVATION UNTIL 11:00 PM: The thermostat has adjusted the temperature in response to a
price increase.
TEMPORARY UNTIL 11:00 PM: The temperature has been adjusted temporarily until the next
schedule change.
PERMANENT HOLD IN EFFECT: A permanent hold has been set.
TIMED UNTIL 21 DEC 2012: A timed or vacation hold has been set.

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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 and 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. This setting is available only when one or more cool stages are enabled in the
Equipment Settings.
COOL2: The Thermostat Mode is set to Cool. The cooling equipment is running, and the second cool
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 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 heat stages are enabled in the
Equipment Settings.
HEAT2: The Thermostat Mode is set to Heat. The heating equipment is running, and the second
heat 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 heat 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 heat stage is enabled, either when the heating equipment has run longer than the
Recovery Time, or when you change the target heat temperature while the HEAT2 equipment is
running. This setting is available only when three heat 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 heat and cool 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 heat and cool stages are enabled in
the Equipment Settings.
AUTO2 (heat): The Thermostat Mode is set to Auto. The heating equipment is running, and the
second heat stageis 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 heat and cool stages are enabled in the Equipment Settings, and when more
than one heat stage is enabled.
AUTO2 (cool): The Thermostat Mode is set to Auto. The cooling equipment is running and the
second cool 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 heat and cool stages are enabled in the Equipment Settings, and when
more than one cool stage is enabled.
AUTO3 (heat): The Thermostat Mode is set to Auto. The heating equipment is running, and the
third heat stage is enabled, either when the furnace has run longer than the Recovery Time, or
when you change the target heat temperature while the HEAT2 equipment is running. This setting is
available only when heat and cool stages are enabled in the Equipment Settings, and when three
heat 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.

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3.1.3 Fan Symbols
The following table describes the fan symbols that appear on the Thermostat home screen.
For more information, see 3.4.2 Fan Settings.
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.

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3.1.4 Scrolling Messages
The following table shows the scrolling messages that appear at the bottom of the home screen:
Message
Description
Following Schedule
Displayed when the thermostat scheduled setpoint is the active
setpoint.
No Hold active
[Heating/Cooling] to [target]When
hold active
Hold at [target]
Displayed when there is a hold in progress, or when the system is
running the equipment.
Anticipating for [next setpoint] °
Displayed when the equipment is anticipating a scheduled setpoint
change.
[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 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 setpoint]
Displayed when a conservation event is in progress.
Limiting [heat/cool] To [active setpoint]
Displayed when a utility 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 when the filter reminder alarm is triggered.
Configuration Error
Displayed when there is a memory problem in the thermostat.
Short Circuit Detected
Displayed when a short circuit is detected on the output stages.
Low Battery
Displayed when the battery level is low.
Filter Fault Detected
Displayed when the filter hardware fault is detected.
Heat Pump Fault
Displayed when the heat pump hardware fault is detected.
Brown Out Fault
Displayed when there is a brown out.
Communication Error
Displayed when there is a problem communicating with the ZigBee
module, or communicating over the ZigBee network.

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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.
If you adjust the target temperature, and then leave the new temperature for three seconds, it becomes
a temporary temperature hold.
From the Thermostat home screen, press the Up or Down button to adjust the
temperature.
After three seconds the screen returns to the home screen.
For information about how to cancel a temporary temperature hold, see 3.6.5 Cancel a Hold.

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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.

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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. The fan may still run for home ventilation.
Cool: (Available only if you have cooling equipment.) The thermostat controls only the cooling
system, which runs as needed to bring the home to the target cool temperatures in the
schedule.
Heat: (Available only if you have heating equipment.) The thermostat controls only the heating
system, which runs as needed to bring the home to the target heat temperatures in the
schedule.
Auto: (Available only if you have both heating and cooling equipment.) The thermostat
automatically selects heating or cooling, to bring the indoor home temperature to the target
temperatures in the schedule.
Emergency Heat: (Available only for heat pumps with auxiliary heat.) The thermostat controls
only the emergency (auxiliary) heat, which locks out the heat pump’s compressor. Use this
setting only when you want to use only auxiliary heat.
For images and descriptions of the corresponding symbols that appear on the Thermostat home
screen, see 3.1.2 Thermostat Mode Symbols.

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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.
For images and descriptions of the corresponding symbols that appear on the Thermostat home
screen, see 3.1.3 Fan Symbols.

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3.4.3 Change the Thermostat Mode and Fan Settings
1. From the Thermostat home screen, press the
Menu/Select button to display the main
menu.
2. Press the Menu/Select button to select
Mode & Fan Settings.
3. On the Mode Settings screen, press the Up 
or Down button to highlight the thermostat
mode that you want.
4. Press the Menu/Select button.
5. On the Fan Settings screen, press the Up or
Down button to highlight the fan setting
that you want.
6. Press the Menu/Select button.