APPENDIX A: Ceiling Fan Light Kit Requirements Version 2.1

Exclusion of magnetic ballasts: Indoor fixtures that use magnetic ballasts cannot be ENERGY
STAR qualified under this specification.

Self-ballasted pin based lamps: Indoor and outdoor light kits that use a self-ballasted pin
based lamp can be ENERGY STAR qualified light kits if all applicable requirements for qualifying
products are met. This includes the requirement that the average rated life of the lamp must
meet or exceed 10,000 hours and that the maximum measured ballast case temperature during
normal operation inside the light kit does not exceed the ballast manufacturer maximum
recommended temperature.

Temporary allowance for decorative LEDs: EPA encourages the use of innovative light source
technologies such as LEDs. LEDs used as decorative lighting elements in ceiling fan light kits
are allowed as long as the total wattage of the LEDs does not exceed five (5) watts, the average
LED system (LED and driver) efficacy is at least 20 lumens per watt, and the LED is used to
supplement a primary light source that meets all of the applicable performance characteristics
outlined in the Eligibility Criteria. The ENERGY STAR Partner must supply the following LED
information to EPA: total wattage consumed by all the LEDs, manufacturer warranty, an LED
manufacturer specification sheet that shows wattage, efficacy, LED life, color, and lumen
depreciation. This is a temporary allowance for the use of LEDs; EPA plans to develop more
comprehensive specifications for LED performance as the technology advances and becomes
more widely used in residential applications.

Table 1 - Ceiling Fan Light Kits: Requirements

Performance Characteristic

ENERGY STAR Specification

Note: Only electronic ballasts may be used to meet the requirements of this table. In addition, light kits that
utilize compact fluorescent lamps that do not have a plug-in base (i.e use a mogul, medium, or other screw
base) are not eligible to earn the ENERGY STAR.

Combined Lamo & Ballast Requirements:

System Efficacy Per Lamp
Ballast Platform in Lumens Per
Watt (LPW)1,

>	50 LPW for all lamp types below 30 total listed lamp watts.

>	60 LPW for all lamp types that are < 24 inches and > 30 total listed
lamp watts.

>	70 LPW for all lamp types that are > 24 inches and > 30 total listed
lamp watts.

1 Efficacy shall be determined by the following equation:

Efficacy [Lumens per Watt] = Measured Lamp Lumens [Lumensl

Measured Input Power [Watts]

Lamp Lumens: Lamp lumens must be measured using the lamp and ballast that are shipped with
the light kit.

Input Power: Input power must be measured with the lamp and ballast that are shipped with the
light kit.

September 23, 2005	Final Draft Version

1


-------
Lamo Requirements:

Lamp Life

For lamps shipped with the light kits, the average rated life of the lamp
must be > 10,000 hours.

Lumen Maintenance

Lamp shall have an average rated lumen maintenance of at least 80%
of initial lamp lumens at 40% (4,000 hours minimum) rated lamp life.

Color Rendering Index (CRI)

CRI for lamps used in light kit must be > 80

Correlated Color Temperature

Lamps must have one of the following designated correlated color
temperatures (CCT): 2700K, 3000K, 3500K, 4100K, 5000K, or6500K.

Lamp/Lampholder Compatibility

Lamps must utilize an ANSI/IEC standardized lamp base configuration,
as defined by ANSI C81.61 and IEC 60061-1.

The lampholder must be designed to accept lamps with ANSI/IEC
standardized lamp base configurations for all applicable wattages. For
example, if the ballast can operate lamps with multiple wattages (e.g.,
an 18W, 26W, or 32W lamp) then the lampholder must be designed to
accept lamps with ANSI/IEC standardized lamp base configurations for
all three applicable wattages.

In addition, lamps shall either:

•	Meet the requirements of an ANSI/IEC standardized lamp
specification sheet, as defined by ANSI C78.901-2001 and IEC
60901 (for compact fluorescent lamps) or ANSI C78.81-2001
and IEC 60081 (for linear lamps) if an applicable standard
exists, or,

•	If no ANSI/IEC lamp standard exists (e.g., a spiral compact
fluorescent lamp), a custom lamp specification sheet must be
provided at the time of submittal. Specific lamp characteristics
that should be included in the lamp specification sheet are
detailed in Table 3.

Lamp Labeling Requirement

A manufacturer designation that encompasses the lamp manufacturer
name, wattage, correlated color temperature, and color rendering index
must be labeled on the lamp or lamp base.

Electronic Ballast Reauirements

(Note: Maanetic Ballasts Mav Not Be Used in Liqht Kits):

General

Per ANSI C82.11 Section 5 except paragraph 5.3.1.

Lamp Start Time

The time needed after switching on the lamp to start continuously and
remain illuminated must be an average of one second or less.

Power Factor

IV

o
cn

Lamp Current Crest Factor

< 1.7

September 23, 2005

2

Final Draft Version


-------
Maximum Measured Ballast Case
Temperature During Normal
Operation Inside Light kit(s)

Not to exceed the ballast manufacturer maximum recommended ballast
case temperature during normal operation inside a light kit.

Note: This performance characteristic is separate and distinct from
thermal requirements established by UL, which governs safety rather
than longevity of the ballast. All qualified light kits are expected to meet
this requirement

Electromagnetic and Radio
Frequency Interference

Ballast must meet FCC requirements for consumer use (FCC 47 CFR
Part 18 Consumer Emission Limits)

Ballast Frequency

20 to 33 kHz or >40 kHz

Transient Protection

Per ANSI C82.11b, paragraph 5.10.1 (100kHz Ring Wave, 2.5kV, both
common mode and differential mode, 7 strikes)

End of Life Protection

All ballasts that operate lamps sized T5 and smaller must contain an
end of life protection circuit. For ballasts that operate multiple lamps
and are required to have end of life protection, the ballast must shut
down no more than two lamps when one of the lamps has reached end
of life. For example, a light kit with one ballast and five lamps must not
shut down more than the lamp that has reached end of life plus one
additional lamp.

Dimming

Light kits that utilize dimmable ballasts shall be dimmable from 100% to
30%, or less, of maximum light output, or be switchable to three levels
of brightness, not including the off position.

Safety - Ballasts and "Non
Edison base Fluorescent
Adapters"

The cover page of a safety test report or a general coverage statement
must be provided to demonstrate compliance with ANSI/UL 935 or UL
1993, as appropriate.

Liaht Kit Reauirements

Light Kit Warranty

A written warranty must be included with light kit packaging at the time
of shipment, which covers repair or replacement of defective parts of
the light kit housing and electronics (excluding the lamp) for a minimum
of two years from the date of purchase.

Noise

Class A sound rating for electronic ballasts within the light kit, not to
exceed a measured level of 24 dBA (audible) when the ballast is
installed in the light kit.

Lamp Shipment Requirement

All light kits must be shipped with the lamp(s).

Replaceable ballast

Ballasts in all light kits must be accessible and removable by an
electrician without the cutting of wires and without damage to the
housing or decorative elements of the light kit.

Safety - Hardwired Light kits^

The cover page of a safety test report or a general coverage statement
must be provided to demonstrate compliance with UL 1598.

Product Packaging for
Consumer Awareness
Requirements

Product packaging language is required that clearly describes the
nominal color designation of the lamp in units of Kelvin (i.e., 2700K,
3000K, 3500K, 4100K, 5000K, or6500K).

2 Regarding ceiling fans that are intended to be used outdoors, light kits must be compliant with NFPA 70,
the National Electrical Code (NEC), including requirements for damp locations (Articles 410-4a and Article
100).

September 23, 2005	Final Draft Version

3


-------
Table 2 - Reference Standards and Required Documentation

Performance
Characteristic

(refer to Tables 1 and 2 as
appropriate)

Methods of Measurement
Reference Standards

Required Documentation

(to be attached to QPI Form)

System Efficacy:
Lamp Lumens
Input Power

IESNA LM-9; LM-66;
ANSI C82.2

Laboratory test results must be produced
using the specific lamp and ballast
combination that will operate in the light kit.
For this test, a sample of three or more
lamps must be used. Two of the three
samples must pass in order to qualify for
ENERGY STAR.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices.

Note: If the laboratory used for this test is
accredited by NVLAP or one of its MRA
signatories it must also have a scope of
accreditation that includes the method of
measurement reference standard for this
performance characteristic.

September 23, 2005

4

Final Draft Version


-------
Lamp Start Time

ANSI C82.11-5.2

Laboratory test results must be produced
using the specific lamp and ballast
combination that will operate in the light kit.
For this test, a sample of three or more
lamps must be used. Two of the three
samples must pass in order to qualify for
ENERGY STAR.

Provide:





1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or









3. EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or





4. a test report from an OSHA NRTL
laboratory.

September 23, 2005

5

Final Draft Version


-------
Lamp Life

IESNA LM-40-01; LM-65-01;
IEC 60091; IEC 60901;

ANSI C82.1; ANSI C82.11

Laboratory test results must be produced
using the specific lamp that will operate in
the light kit and either the ballast that will
operate in the light kit or a commercially
available ballast that meets the applicable
ANSI ballast requirements for the lamp being
tested. For this test, a sample often or more
lamps must be used.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from an ISO 9000 registered
facility.

Manufacturers may obtain ENERGY STAR
conditional qualification for their light kit if all
of the following items are provided:

1)	A letter on letterhead from a NVLAP
laboratory, one of its MRA signatories, or an
ISO 9000 registered facility demonstrating
lamp life testing has begun.

2)	A laboratory report proving that testing has
been completed for at least 40% of rated life.

3)	The date for testing completion.

Conditional approval will only be granted for
a period of no longer than 325 days.

Note: If the laboratory used for this test is
accredited by NVLAP or one of its MRA
signatories it must also have a scope of
accreditation that includes the method of
measurement reference standard for this
performance characteristic.

September 23, 2005

6

Final Draft Version


-------
Lumen Maintenance

IESNA LM-40-01; IESNA
LM-9-99; IESNA LM-65-01;
IESNA LM-66-00; ANSI
C78.5

Laboratory test results must be produced
using the specific lamp that will operate in
the light kit. For this test, a sample often or
more lamps must be used to demonstrate
that at least 80% of the samples achieved
the required lumen maintenance value.

Provide:

1.	a test report from a laboratory accredited
by NVLAP, one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from an ISO 9000 registered
facility.

Color Rendering Index

IESNA LM-58; CIE 13.3

Laboratory test results must be produced
using the specific lamp that will operate in
the light kit. For this test, a sample often or
more lamps must be used to demonstrate
that at least 80% of the samples achieved
the required color rendering index value.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices.

Note: If the laboratory used for this test is
accredited by NVLAP or one of its MRA
signatories it must also have a scope of
accreditation that includes the method of
measurement reference standard for this
performance characteristic.

September 23, 2005

7

Final Draft Version


-------
Correlated Color
Temperature

IESNA LM-58; LM-16

Laboratory test results must be produced
using the specific lamp that will operate in
the light kit. For this test, a sample often or
more lamps must be used. Test results must
demonstrate that at least 90% of the lamps
tested fall within a 7-step ANSI Mac Adam
ellipse.

Provide:

1.	a test report from a laboratory accredited
by NVLAP, one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from an ISO 9000 registered
facility.

It is also intended that the lamp manufacturer
will meet the following quality requirements
during the production runs of each lamp
model:

1.	The lamp manufacturer is required to
maintain color control such that a
minimum of 90 percent of the
ongoing production (as represented
by samples tested from each
production shift for the same color
and when typically evaluated over 12
month period) will fall within the 7
step Mac Adam color ellipse
associated with the designated
(manufacturer declared) target color.

2.	For the purposes of meeting color
control the lamp manufacturer must
maintain testing equipment
calibrated to international practices
and standards and must compile the
ongoing color control data in a
manner so that is can be easily
reviewed upon EPA request.

3.	At a minimum, the manufacturer's
color quality control program must
maintain the following information for
a 3-year period:

September 23, 2005

8

Final Draft Version


-------




a.	Test dates and sample size
(minimum of two lamps per
production shift)

b.	Test results (x,y) for each
sample lamp measured

c.	Test results (all x,y data) for
sample lamps plotted
graphically against the
designated seven step color
ellipse and available for
review at least on a quarterly
basis

d.	Records to substantiate that
90 percent of the (x,y) data
points fall within the
applicable seven (7) step
Mac Adam ellipse.
Manufacturers are
encouraged to exceed this
target.

Noise

Class A sound rating for
electronic ballasts within the
light kit, not to exceed a
measured level of 24 dBA
(audible) when the ballast is
installed in the light kit and is
measured using a sound
meter (similar in
performance to B&K type
2209) where the microphone
is located 12 inches from the
light kit in any direction.

No supplemental documentation required.

Note: A laboratory test report must be
submitted upon EPA request.

Light Kit Warranty

No Standard Available
(Use manufacturer protocol)

Provide a copy of the actual two-year light kit
manufacturer written warranty that is
included with product packaging.

Dimming

No Standard Available
(Use manufacturer protocol)

No supplemental documentation required.

Note: A laboratory test report proving the
light kit is dimmable from 100% to 30% must
be submitted upon EPA request.

Lamp/Lampholder
Compatibility:

Lamp Base Configuration

ANSI C81.61; IEC 60061-1

Provide manufacturer data indicating the
lamp base type used.

September 23, 2005

9

Final Draft Version


-------
Lamps Compliant with an
ANSI-IEC Standard (for
lamp dimensions and
electrical parameters)

ANSI C78.901-2001; ANSI
C78.81-2001; IEC 60901;
IEC 60081

Provide manufacturer data indicating
applicable ANSI-IEC lamp data sheet
number.

Lamps Not Compliant with
an ANSI-IEC Standard (for
lamp dimensions and
electrical parameters)

ANSI C78.901-2001; ANSI
C78.81-2001 (used as a
reference for the format and
type of information required
on a custom lamp
specification sheet)

Provide a manufacturer lamp specification
sheet that describes the following (use the
ANSI lamp data sheets found in ANSI
C78.901 and C78.81 as a reference for the
format and type of information requested):

1.	Lamp Description, including:

•	Lamp Model Number

•	Nominal Wattage

•	Bulb Designation / Lamp Size (i.e.,
T4, T5, T8, etc.)

•	Lamp Base Type as defined by
ANSI C81.61 or IEC 60061-1 (i.e.,
2G13, GR10q, etc.)

•	Starting Circuit Application (i.e.,
rapid start, preheat, etc.)

2.	Dimensional Characteristics, including
diagram

3.	Lamp Operating Characteristics,
including:

•	Approximate wattage (W)

•	Voltage( V)

•	Current (A)

Lamp Labeling
Requirement

No Standard Available
(Use manufacturer protocol)

Provide a copy of the actual language that
will be included on the base of the lamp.

Replaceable Ballast

No Standard Available
(Use manufacturer protocol)

Provide a copy of the language that includes
guidance on ballast replacement and states
that the ballast is replaceable with the use of
a "qualified electrician."

Safety: Indoor

•	Hardwired Light kits

•	Ballasts and "Non-
Edison based
Fluorescent Adapters"

UL1598

ANSI/UL 935 or UL 1993

Provide the cover page of a safety test report
or a general coverage statement from an
OSHA NRTL laboratory.

Provide the cover page of a safety test report
or a general coverage statement from an
OSHA NRTL laboratory.

September 23, 2005

10

Final Draft Version


-------
Safety: Outdoor

NFPA 70, the National
Electrical Code (NEC),
including requirements for
wet locations when
applicable (Articles 410-4a
and Article 100)

Provide the cover page of a safety test report
or a general coverage statement from an
OSHA NRTL laboratory. Include evidence of
a Rain Test for Wet Locations, when
applicable.

Power Factor

ANSI C82.11-3.3.1

Laboratory test results must be produced
using the specific ballast that will operate in
the light kit. For this test, a sample of three
or more ballasts must be used. At least two
of the three samples must pass in order to
qualify for ENERGY STAR.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from the manufacturer

September 23, 2005

11

Final Draft Version


-------
Lamp Current
Crest Factor

ANSI C82.11-3.3.3 and 5.6
ANSI C82.1-5.6.1

Laboratory test results must be produced
using the specific ballast that will operate in
the light kit. For this test, a sample of three
or more ballasts must be used. At least two
of the three samples must pass in order to
qualify for ENERGY STAR.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from an OSHA NRTL
laboratory.

September 23, 2005

12

Final Draft Version


-------
Measured Maximum Ballast
Case Temperature During
Normal Operation Inside
Light kit(s)

NOTE: existing requirement
but EPA is now enforcing
compliance

UL 1598, Section 11
(Acceptable when the
thermocouple is placed at
the hot-spot location
indicated by the ballast
manufacturer.)

-OR-

Lighting Research Center
(LRC) "Proposed Durability
Testing Method:
Temperature" available at
htto://www. lrc.roi.edu/Droara
ms/liahtinaTransformation/o
df/durabilitvTestinaFinalReo
ort.odf

Note: All qualified light kits
are expected to meet the
Measured Maximum Ballast
Case Temperature During
Normal Operation Inside
Light kit(s) requirement.

Laboratory test results must be produced
using the light kit with the highest operating
temperature among all light kits being
qualified, the specific ballast that will operate
in the light kit, and a lamp with the same
wattage and lamp type (e.g., triple-tube,
quad tube, spiral) that will operate in the light
kit. For this test, a sample of one or more
light kits must be used.

The supplemental documentation should
include the following:

•	Light kit model(s) tested

•	Lamp model(s) and ballast model(s)
tested

•	Measured maximum ballast case
temperatures

•	Ambient temperature

•	Test procedure, including description
of light kit installation, thermocouple
location(s), and time that elapsed
before readings were taken.

•	Ballast Manufacturer Maximum
Recommended Case Temperature
During Normal Operation Inside the
Light kit(s)

•	Ballast Hot Spot Location Diagram
from the ballast manufacturer

Provide a test report from:

1.	a laboratory accredited by NVLAP or one

of its MRA signatories; or

2.	an OSHA NRTL laboratory; or

3.	the light kit or ballast manufacturer

Electromagnetic and Radio
Frequency Interference

Consumer Limits Per FCC
47CFR Part 18.305 and
18.307

No supplemental documentation required.

Note: A laboratory test report must be
submitted upon EPA request.

September 23, 2005

13

Final Draft Version


-------
Ballast Frequency

Oscilloscope instruction
manual

Laboratory test results must be produced
using the specific ballast that will operate in
the light kit. At least two of the three
samples must pass in order to qualify for
ENERGY STAR.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from the manufacturer

Transient Protection

ANSI C82.11b, paragraph
5.10.1

Laboratory test results must be produced
using the specific ballast that will operate in
the light kit. For this test, a sample of three
or more ballasts must be used. All samples
must pass in order to qualify for ENERGY
STAR.

Provide:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from the manufacturer

September 23, 2005

14

Final Draft Version


-------
End of Life Protection

IEC 61347-2-3 Amendment
1 to Edition 1 2004-06 (or
ANSI C82.11-2005, upon its
release)

Laboratory test results must be produced
using the specific ballast that will operate in
the light kit. For this test, a sample of one or
more ballasts must be used.

For all ballasts that that operate T4 and/or T5
sized lamps, demonstrate that the ballast is
in compliance with the referenced standards
by providing:

1.	a test report from a laboratory accredited
by NVLAP or one of its MRA signatories;
or

2.	an EPA approved Platform Letter of
Qualification that lists the lamp/ballast
combination used in the light kit and the
test result for this performance
characteristic; or

3.	EPA-approved documentation from an
industry association, such as the
NEMA/ALA matrices; or

4.	a test report from the ballast
manufacturer

For all ballasts that operate T3 and smaller
sized lamps, provide from the ballast
manufacturer a circuit diagram and an
accompanying engineering description
outlining the scheme that is used to achieve
the end of life function within the ballast.

Product Packaging for
Consumer Awareness
Requirements

No Standard Available
(Use manufacturer protocol)

Provide a written copy or a PDF graphic of
the language that will be displayed on the
product packaging.

September 23, 2005

15

Final Draft Version


-------