Archiving: Great sailing related article on reefing sails

Posted By on December 30, 2016

There are much better places to save articles than a publicly available blog like Evernote, GetPocket, Google apps as well as locally archived HTML, Docs and PDFs, but I still occasionally enjoy having them on MyDesultoryBlog. So as with a few other archived articles on reefing (1 & 2), I’m saving this Cruising World Seamanship 101: Reefing the Main article on  myarchive (also testing a larger slideshow WordPress plugin for images at the bottom of the post — hold cursor over the slideshow image to pause).

Seamanship 101: Reefing the Main
Mastering this basic tenet of seamanship can help any sailor control the circumstances when the conditions get gnarly.

A few years back, on a gusty day with winds over 40 knots, my 34-year-old Cape Dory 28, Nikki — a cruising boat I live aboard — won the coveted Michelob Cup on Florida’s Tampa Bay, topping a fleet of more than 40 other yachts, most of which were hard-core raceboats. Not coincidentally, Nikki’s crew had trained in heavy weather and could reef the mainsail in 40 seconds or less, and shake it out even quicker.

Nobody in Tampa Bay racing circles had ever seen or competed against Nikki. She was the oldest and smallest boat to race that day. Though we were later accused of cheating by a disgruntled opponent (and quickly exonerated), Nikki continued her winning ways and was later named Southwest Florida’s Cruising Boat of the Year by the West Florida PHRF Racing Association. Proficient and rapid reefing remained a key to our success. In fact, unlike many of our competitors, we always hoped for strong winds on race days.

Of course, there are lots of reasons to reef that are more important than winning races. Well-executed, timely reefing has a positive impact on your boat’s performance and safety in heavy weather. A well-balanced sail plan also keeps your crew and passengers safer and able to move about more comfortably, increasing their level of confidence in your sailing abilities and attention to their welfare. There’s nothing that will ruin a day on the water faster than a partner or friend screaming, “We’re tipping over!”

Here are a few more ways reefing promotes better sailing:

  • Keeps the boat “on its feet” and more efficient in terms of hydrodynamics and aerodynamics.
  • Increases speed potential in rough conditions.
  • Reduces adverse weather helm (unnecessary drag).
  • Dramatically reduces leeway when pointing and close-reaching.
  • Reduces wear and tear on sails and equipment.
  • Makes sails easier to trim and handle.
  • Setup and Sequences


It’s important that all the hardware and running rigging for reefing maneuvers are close at hand. For a classic plastic cruiser like Nikki, the reefing-control gear — the bitter ends of the reefing tack and clew lines and their respective cleats or clutches — should be situated on the same side of the mast and/or boom as the main halyard winch (usually on the starboard side). On more contemporary cruising boats, this gear is often led aft to the coachroof, flanking the companionway. The main topping lift should also be readily close by. This way, the crew tucking in the reef needn’t move from one side of the boat to the other to complete the task. Topping lifts and clew lines should never terminate at or near the end of the boom; these would potentially require the crew to hang ­dangerously over the lifelines to access them.

Because they’re quickly made, saving valuable time, I prefer cam or clam cleats for all reefing control lines. On the boom, reefing clew lines are best installed internally to keep the spar uncluttered. Alternatively, these clew lines can be routed through three or four small strapeyes that are machine-screwed to the boom.

Many booms are equipped with reefing tack hooks integral with the gooseneck; others have dedicated tack lines. Nikki has both, and I’ve found that the tack line is much faster to use, saving precious seconds.

Whether you sail a sloop, cutter, yawl or ketch, the traditional jiffy- or slab-reefing sequence is virtually universal. Practice it with your crew until reefing becomes a streamlined and habitual process. Eliminate confusion, yelling and mistakes. The job should be smooth and rapid. The following is the correct sequence for all boats that do not employ a single-line system (more on those in a moment). On Nikki I’ve actually printed out and laminated two copies of these instructions, and taped one to the mast and the other in the cockpit.

Here’s the drill:

  1. Ease the boom vang and then the mainsheet so both are slack.
  2. Take up the topping lift so the boom is stabilized.
  3. Lower the main halyard until the desired reefing tack cringle is in position.
  4. Tighten and make fast the reefing tack line, or put the tack cringle onto the gooseneck hook, ring or shackle.
  5. Hoist the main halyard until the luff is firm and wrinkle-free.
  6. Take in the reefing clew line, or luff cringle, via a boom winch or tackle as much as possible, and make fast.
  7. Ease the main topping lift.
  8. Trim the mainsheet.
  9. Tighten the boom vang.

Personally, I find this slab-reefing system, with separate controls for the leech and luff of the sail, to be preferable to single-line reefing systems. First, due to the friction and loads caused by a single-line system running through multiple sheaves and leads before terminating in the cockpit, those sheaves are not timesavers. Also, because the reefing line is so long, it may develop kinks in the line that delay the maneuver until they’re straightened out. Finally, single-line reefs eliminate the ability to adjust sail draft and leech tension separately.

So now that your sail is reefed, what do you do with the lowered panels of the sail that are no longer set? On Nikki, I use dedicated buntlines: small-diameter lengths of line that pass through a horizontal series of cringles in the sail, between the reefed tack and the reefed clew, and tied with reef knots. Their only purpose is to store the “bunt” — that excess sailcloth that hangs down from the finished reef — to increase visibility from the helm and reduce flopping. For mainsails without buntlines, the sail can be gathered and secured with sail ties rove through the appropriate reef points, or through cringles in the sail, which serve the same purpose. Either way, buntlines or sail ties should never be pulled tight before tying, because they will strain and eventually tear the sail at the cringles. Your reefed sail should be left loose-footed, although the buntlines or ties can be knotted under the boom or only around the bunt itself, which I prefer. When I race Nikki, I leave the bunt untied because it doesn’t get in the way and it reduces the time to take another reef in or shake it out.

Over the years, I’ve heard some sailors say they don’t know how or when to reef, justifying this confession by stating that they don’t sail when it’s too breezy, or they simply bear away as the wind stiffens. This is shortsighted and even dangerous, for the day will come when you’re caught in a rising squall or changing weather, and there are few choices or tactics other than reducing sail.

So practice with your family and ­regular crewmembers, and you’ll soon discover how easy reefing really is. Keep a stopwatch handy and try to beat your best time. This skill will broaden your sailing horizons and increase your self-reliance dramatically as you discover what you and your boat are capable of when conditions deteriorate.

Learning to reef quickly will also teach you what needs to be corrected or modified on your boat to make reefing more effective and convenient. Boat manufacturers are not necessarily heavy-weather sailors and often take shortcuts. What they install is not always ideal in terms of hardware or deck layouts.

In my experience, sailmakers, mast and boom assemblers, and yacht designers aren’t always on the same page either, and the result can be reefing systems that just don’t work.

So let’s delve a bit deeper and focus on some of the finer points of the design and installation of reefing hardware.

End-Boom Dilemmas

If you have a boom with an internal reefing system — with sheaves for the clew(s) installed at the outboard end of the boom — you’ve probably ascertained that something wasn’t right when you tried to set a reef. Most likely, your boom drooped to an odd angle and may even have ended up on top of your bimini or dodger. If your boom has external clew reef lines with cheek blocks and dead-end padeyes installed at the end of the boom, the same thing will happen.

To make matters worse, if the clew reef lines are led to cleats that are also near the end of the boom, you can’t reach them unless you are either sheeted in and sailing to weather or luffing head to wind.

Clew reefing lines emanating from the end of the boom are not only inefficient; they can be hazardous for anyone who has to make them up while hanging over a lifeline or under a thrashing boom.

In other words, there’s really no excuse for this system on a well-found cruising boat.

The angle of that clew line, when reefed, is a related issue. When a mainsail is reefed, it essentially becomes a loose-footed sail (even if the actual foot of the sail is slotted into the boom). A reefed sail’s draft and twist control is not unlike a headsail’s; in other words, the angle of the jib or genoa sheet and the angle of the clew reefing lines determine the sail’s twist, while the tension on these respective lines controls the draft. So it is vital that the position of the clew reefing hardware is correct, and this is easily determined.

With your mainsail lowered to its reefed position and the new tack placed into its reef hook (or, similarly, with the tack reefing line taut and made fast), pull on the clew reefing lines and manually change their angle. When you pull downward, hard, the sail’s leech tightens and its twist is reduced, while the foot of the sail loosens and develops more draft. Likewise, when you yank the clew reef line upward, the foot of the sail becomes tighter and flatter, while the leech loosens and develops more twist.

Ideally, you want to strike a balance so the leech and foot tensions are about the same. The angle for this clew reef line might not be perfect for all points of sail, but you will need to reef most often when sailing to weather, so I recommend adjusting the clew hardware accordingly.

Many older boats have the cheek block for the reefing clew on a track so small adjustments can be made to accommodate changing wind velocities and points of sail. If you want to split hairs, a block on a track is the way to go. Clew reefing hardware at the end of the boom will never result in a reefed sail that is well-trimmed.

Tacks and Leeches

When reefing a mainsail, the first reef-point connection to make is the tack cringle. But this can be difficult if the sailmaker has not made adequate accommodation for the stacked-up luff on the mast that occurs when lowering the sail.

If you are using reefing tack hooks, a major problem can occur if there is a slug-entry closure in the mast that prevents the luff from dropping fully to the gooseneck. A ring pendant may be added to the reefing tack cringle so the tack hook can be reached. Cringles for second or third reefs will also require pendant extensions.

If your mainsail is set up with reefing tack lines, rather than gooseneck hooks, the problem of sail stacking is greatly reduced. But the height of the reefed tack position still causes distortion with the sail. My recommendation is to close the slug entry with a semipermanent cover that will allow the sail stack to be much lower. If using tack reef hooks, you’ll still use extension pendants, but that stack will be much shorter.

Along the trailing edge of the main, chances are that your sail has a small-diameter leech line that begins at the head of the sail and extends all the way to the foot. The leech line exits the leech hem through small cringles just above the boom and at the respective patches for each reefing clew. A small cleat will be situated at each reef point. Once a reef is tied in, you should apply just enough tension on the leech line to stop any flapping or movement of the sail’s leech, and then make it fast. When shaking out a reef and before you fully hoist the main, always remember to slack those leech lines to prevent a series of distinct hooks in the sail. Not only do they look bad, they’re also inefficient.

Boatbuilder, naval architect, author, illustrator, marine surveyor and long-time CW *contributor Bruce Bingham is also the proprietor of Bruce Does Boatwork, a yacht repair and refit business in St. Petersburg, Florida. *

Semi-enjoying my shoe debate with Clarks consumer services

Posted By on December 29, 2016

One month ago I inquired as to the "tongue creep" on a pair of Clarks Desert Boots that were a gift. Occasionally I will give a company feedback if there is something positive or negative so they know they are pleasing a customer or disappointing one. I sent a image as requested to the consumer services email address regarding was I suspected may have been a stitching flaw or quality control. After a few weeks and having receiving an automated case number, I followed up again more out of curiosity than anything serious. Personally I like the shoes and wouldn’t mind buying another pair, but after the excuse written below (click image) suggesting the "tongue is suppose to naturally have an angle," I’m not sure I will buy the Clarks brand again.

Clarks_tongueanglednaturall

From a business perspective, addressing the off-centered tongue as a designed in feature to a customer who likely would have purchased again was a mistake.  If consumer services were to only addressed with a coupon or even an apology for "quality control oversight" they would have been smarter. Some companies still have some improving to do when interacting with customers in today’s socially connected world. If Clarks USA wants a referral … don’t come to me. (although I do feel bad, I mentioned my disappointment on Twitter to the UK Clarksshoes … whoops … but at least learned a little Desert Boot history)

Two New Trane Furnaces installed on a COOL winter day

Posted By on December 28, 2016

Trane_Thermostat

With the intent to capture the end of the year 2016 tax credit and take advantage of a slow work week, I scheduled the replacement of our 21 year old Bryant HVAC equipment. The installers from Logan-Inc worked one full day to replace our two furnaces with higher efficiency Trane models (XR95 + S9V2) and a 4 ton outdoor XL18i AC unit — we’ll continue to use the old smaller AC on the basement equipment since it is rarely used. TNewFurnaceRoom161228he eventual plan to use that electrical circuit to run a ductless mini-split just for my home office, although it may take some salesmanship to get Brenda onboard — kitchen negotiations perhaps??? 

A couple of changes we made besides improving efficiency to 95% and 96% (18 SEER for AC), was a bit more focus on the location of AC condenser lines which were originally installed in the inaccessible rear and rerouting of the natural gas lines to make servicing the equipment easier … not to mention just moving around it. Also we opted for a variable speed fan and a 2 stage set-up for the main unit that runs based on the temperature and demand rather than cycling full capacity on and off … this should help with our utility bill. Time will tell.

All in all, the furnace room is a little bit more user friendly (photo above).

Out with the old …

Bryant_MainFurnace161227 Bryant_BasementFurnace161227

and In with the NEW (and with a much slimmer wallet!) Smile

Trane_MainFurnace161228 Trane_BasementFurnace161228

Christmas in Minnesota as a family

Posted By on December 27, 2016

CorbettOostraChristmasPhoto2016

After a bit of a delay in maintaining daily blog posts, Brenda, Taylor and I returned from our family Christmas with  Katelyn and Drew  in Wayzata, MN on Monday night. It was a whirlwind trip and thankfully without incident. First thing first … KatelynBabyBump161225our growing granddaughter is definitely noticeable as a “babybump” (an overused word). The size change has Katelyn sporting a wardrobe to accommodate Babygirl Oostra. All are doing great.

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Below are a few more photos from our 2016 Christmas in Minnesota.

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TaylorBlueShirt161225 BrendaCandles161225

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BabySnowsuitKatelyn161225 DrewCuttingMeat161225

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Photos from the new Lumix GX8 … although a bit more learning is going to be required. Also, I ran out of steam tonight … it is time for bed.

Out to Christmas Eve dinner in Wayzata Minnesota

Posted By on December 26, 2016

DrewAcuraRX161224 Adding a couple catch-up photos to the mix after driving the BMW X5 35d (26.1 mpg) up for a busy Christmas weekend with Katelyn, Drew and Taylor in Wayzata, Minnesota. We took Drew’s Acura RX out for a nice Christmas Eve dinner and am starting to realize Brenda and I are definitely looking older (and feeling — speak for yourself Brenda says)  but the dim lighting in the very nice Gianni’s Seafood & Steakhouse helped make the photo acceptable!

RichBrendaWayzataMN161224
Smile (thanks for the photo Katelyn!)

Getting in the Christmas spirit. This is so very wrong —

Posted By on December 25, 2016

Christmas morning is almost here so I need to get this out of my system before getting together with Drew and my “soon to be a mom” daughter Katelyn. For the record, this is not an example of good parenting!

Who doesn’t remember Rudolph the Red Nose Reindeer?

Merry Christmas and God bless all of us on the good Earth

Posted By on December 24, 2016

It still give me chills to hear astronaut Frank Borman close Apollo 8’s message on Christmas Eve in 1968: "God bless all of you – all of you on the good Earth" (below). It has been a tumultuous election this year for many in out country, but even with our strong disagreements, we Americans are so blessed to freely exchange our opinions and vote democratically for our leaders. As a United States, we have a promising future and need to do our best to take care of each other and our "good Earth."

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The Apollo 8 Christmas Eve Broadcast

Apollo 8, the first manned mission to the Moon, entered lunar orbit on Christmas Eve, December 24, 1968. That evening, the astronauts; Commander Frank Borman, Command Module Pilot Jim Lovell, and Lunar Module Pilot William Anders did a live television broadcast from lunar orbit, in which they showed pictures of the Earth and Moon seen from Apollo 8. Lovell said, "The vast loneliness is awe-inspiring and it makes you realize just what you have back there on Earth." They ended the broadcast with the crew taking turns reading from the book of Genesis.

William Anders:

"For all the people on Earth the crew of Apollo 8 has a message we would like to send you".

"In the beginning God created the heaven and the earth.
And the earth was without form, and void; and darkness was upon the face of the deep.
And the Spirit of God moved upon the face of the waters. And God said, Let there be light: and there was light.
And God saw the light, that it was good: and God divided the light from the darkness."

Jim Lovell:

"And God called the light Day, and the darkness he called Night. And the evening and the morning were the first day.
And God said, Let there be a firmament in the midst of the waters, and let it divide the waters from the waters.
And God made the firmament, and divided the waters which were under the firmament from the waters which were above the firmament: and it was so.
And God called the firmament Heaven. And the evening and the morning were the second day."

Frank Borman:

"And God said, Let the waters under the heavens be gathered together unto one place, and let the dry land appear: and it was so.
And God called the dry land Earth; and the gathering together of the waters called he Seas: and God saw that it was good."

Borman then added, "And from the crew of Apollo 8, we close with good night, good luck, a Merry Christmas, and God bless all of you – all of you on the good Earth."

Investing to and past DOW 20,000 under a President Trump

Posted By on December 23, 2016

We still have a week of trading before closing the books on 2016, but those last few DJIA psychological points to 20,000 have proven evasive. Thursday’s 23 point decline, after the steady climb since the election, has a few gurus thinkingDJIATrumpRally161222 the Trump Rally may be ahead of itself?  Some are looking at current corporate earnings and consumer spending with questions and are merely suggesting a pause … while others are seeing a much larger number under a President Trump helped by an agreeable congress. Most acknowledge that some serious change will happen in the first couple years of a Trump presidency and that a friendly, pro-business administration will be rolling back impediments to growth — all changes that are good for investors and business  …unless trade policies also changed? A trade war will hurt everyone.  

Consider this, the past eight years of President Obama’s anti-business policies pushed large domestic corporations who do business worldwide to sit on piles cash.statueoflibertychokehold They park it offshore paying no US corporate tax and continued to move production and even management overseas. Smaller entrepreneurs have had to fight big government’s chokehold which has forces many businesses to layoff, automate, resist hiring or close their doors all-together. All businesses have faced a new mountain of regulation during the past 8 years. Front and center was costly Obamacare, but the high corporate taxes and threat of even bigger government up until a surprise on November 8th has kept the economy from really expanding. With change in the air, it is easy to see why smart money sees improving corporate profits and a better environment for business to expand. These are positive signs for the economy and for investors in the U.S. … that is until "normal" capitalistic pressure of higher wages, inflationary concerns and  healthy competition tamps back growth potential.

All in all … it is not a time to bet against business and the U.S. economy, even at a time of huge deficits, a $20 Trillion debt, an underfunded social security program and so much unrest around the world.

Online contact forms are not always what they seem

Posted By on December 22, 2016

Speed kills … and being rushed can make people do stupid things, that would be me in this case. I was in a hurry to get a HVAC replacement estimate after scavengering parts off of one furnace to keep the other running — both need to be replaced.

ConsumerReportFurnaceACWhile researching gas furnaces and air conditioner replacements, I checked with Consumer Reports for a list of the most reliable brands. Since American Standard and Trane were at the top of their list (along with our current 21 year old Bryant equipment), I started the HVAC dealer search in our area by brand. Finding a couple companies with recognizable names, I called a couple and left a message and for the other I filled out the online form without thinking. “Hm, this is a professional looking site for a small contractor … and look,  they do other things too?” That last statement should have been enough for me to resist offering up my email, address and cellphone number!

Within minutes, my phone started to receive multi-part automated text messages as well as phone calls from the marketing arms (hired guns) of different companies … some with area codes all over the country. Emails too with the “do not respond to this email address directly” request, but instructions to click the link and fill out yet another online form. Am I the only one who doesn’t plan on using ANY company marketing in this way?

Eventually I was able to connect with the company RenovationExperts.com who hosts the original offending site and they said they could removed “my request” from their database (so they say), but that the contact information had already been sent to they subscribing contractors. To make matters worse, the calls are coming in offering services other than what I was even looking for.

Lesson (again): Don’t give out private information unless you are 100% sure it is going only to the person you intend to received it … and even then, be sure they do not resell or give that information out to others. (BTW, normally I’ll use a Google Voice phone number and return the call only if I wanted too … but as I said, I was in a hurry.)

Disgruntled Volkswagen TDI owner not happy with buyback

Posted By on December 21, 2016

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Now that Volkswagen TDI owners have to accept the performance debilitating modification or return in their diesel cars in for compensation as the settlement enters the "compensation phase." Some have been stripping parts off their cars prior to turning them in. Joe Mayer, in Cincinnati has take that a step further … and stripped "the car down to the bone, removing the doors, seats, hood, bumpers, hatch and a big portion of the interior. Just look at this naked carcass he’s selling back to VW!" says a Jalopnik.com article share on the CinciTDI Facebook page.

Here’s a rundown on the dieselgate scandal from ConsumerReports.org and what it means for VW TDI owners:

Guide to the Volkswagen Emissions Recall
An FAQ with everything you need to know about the VW ‘Dieselgate’

consumerguysvwdieseltdi

Volkswagen has admitted to circumventing the emissions control system in about 550,000 vehicles sold in the United States since 2008 with the 2.0-liter diesel engine. As many as 11 million vehicles worldwide may be affected.

This has resulted in a $14.7 billion settlement to compensate car owners and address environmental harm. Reflecting the severity of the emissions deception, this agreement is massive in breadth and scope.

The deal is tough, strong, and consumer-oriented. It is significantly bigger than the civil penalties paid by other automakers, namely the more than $2 billion General Motors has paid so far over faulty ignition switches and the $1.4 billion Toyota paid over acceleration issues, according to the New York Times.

In mid-September, 2015, the EPA issued a notice of violation to Volkswagen AG, Audi AG, and Volkswagen Group of America (collectively VW) for failure to comply with Clean Air Act regulations. In November, the EPA notified the automaker about violations found with its 3.0-liter V6 diesel engine, as well. In doing so, the agency determined that certain Audi, Porsche, and Volkswagen models have been emitting more pollutants than legally acceptable, leaving in their wake potential environmental and health implications.

Consumer Reports provided a historical diesel fuel-economy analysis to the EPA to help its ongoing investigation. By the end of November, Volkswagen told the EPA that the issues with the 3.0-liter V6 diesel engine impacts model years 2009 through 2016 and counts about 85,000 vehicles.

Since the initial announcement, investigators have worked to learn how the illegal strategy came about, while the EPA has sought to close loopholes and ferret out any other potential cheaters.

On the corporate side, executives have been terminated and shuffled, stock values have roller coastered, and hands were wrung. And finally, details are emerging about the tactical decision to willingly cheat the government, customers, and the environment, thanks in part to a multistate lawsuit.

Still, consumers have been left with many unanswered questions. This fluid situation promises ongoing drama and eventual recalls. Here’s what we know so far.

What Is the Concern About Volkswagen Emissions?

Federal clean-air standards are configured to become increasingly stringent over time, with clear steps when new, tighter requirements must be achieved for legal new-car sales.

The rules are in place to improve air quality for both long-term environmental and health benefits. Although the cited Volkswagen models can meet the standards in a laboratory test, thanks to a sophisticated software algorithm that distinguishes testing from real-world driving, these vehicles were found to emit nitrogen oxides (NOx) at up to 40 times the standard when driven normally.

NOx contributes to ground-level ozone and fine particulate matter. According to the EPA, “Exposure to these pollutants has been linked with a range of serious health effects, including increased asthma attacks and other respiratory illnesses that can be serious enough to send people to the hospital. Exposure to ozone and particulate matter have also been associated with premature death due to respiratory-related or cardiovascular-related effects. Children, the elderly, and people with pre-existing respiratory disease are particularly at risk for health effects of these pollutants.”

Did Skirting of the Emissions Rules Result in Better Fuel Economy and Performance?

It appears so. In response to the scandal, Consumer Reports conducted new testing of 2015 and 2011 Volkswagen TDI diesel vehicles in “cheat” mode to assess fuel economy and performance. We found a noticeable decline in fuel economy for both models. Our testing also showed reduced acceleration with the 2011 model, which is equipped with a lower-tech diesel filtration system.

What Is ‘Cheat Mode’?

One key factor in the emissions scandal is that the vehicles in question operate in two different modes: “on road” and “dyno.” But merely having two different modes isn’t a problem; many cars offer driver-selectable modes to enhance fuel efficiency or performance.

The Volkswagen and Audi diesel vehicles in question in the U.S. use an Engine Control Unit, or ECU, designed by Robert Bosch GmbH, a German multinational engineering and electronics company. In addition to the ECU, Bosch supplies other key components, such as the computers that control the braking and electronic stability control systems. This is where the dyno mode—also referred to as a test mode—comes into play. Volkswagen admitted to putting the cars in a special mode just for government emissions testing, then switching to an alternative programming for driving in the real world.

Emissions system and fuel economy testing is conducted while a vehicle is placed on a dynamometer—think of it as a two big rollers or a treadmill—rather than driving on the road. The vehicle has only its driving wheels rolling (the front ones, in the case of VW vehicles). But the rear tires are stationary.

The vehicle could otherwise interpret the test procedure as a dangerous situation or malfunction, activating traction control or stability control. By enabling a test mode, the vehicle will be able to operate during the test process. Once the test is complete and the car is restarted, the car reverts to its normal function.

The Bosch system (EDC 17) used by these models has the capability to run different algorithms to manage engine performance onboard and could alternate between those seamlessly. Other companies using similar hardware have employed this ability to enable the driver to adjust the car’s dynamic personality. But VW used this mode for other purposes.

How Does the Scandal Affect Current Owners?

For now, the cars are safe and legal to drive. No immediate action is needed by today’s drivers.

That said, the settlement approved Oct. 25 gives people who are ready to sell their cars back to VW an option to get their cars bought back, along with some extra cash for their troubles.

People who want to sell their diesels to VW will get restitution payments, plus the NADA clean trade-in value (the pricing reference used by most dealers) from Sept. 18, 2015—before the scandal broke. (You can find a table here giving a range of estimated settlement amounts.)

This deal is intended to be generous and slanted toward the consumer, in part to punish VW and deter other companies from thinking that cheating emissions laws is a viable option. Total settlement amounts should be the car’s former book value, plus $5,100 to $9,900 depending on mileage, features, and age.

The cash bonuses should make up for any concerns about the fairness of the trade-in value, and if you want to be done with your current VW, you should be able to buy a better car with the cash you get from the company.

VW dealers are also expected to offer some incentives if you want to turn all that cash into a new gasoline-powered Volkswagen.

Lease holders get a similar deal, with VW agreeing to take the cars back and terminate the leases. The cash payments will be about half of what VW owners get.  (Again, there’s a table for this.)

For people who want to keep their cars, there will be a recall to bring the existing models up to regulations. The fix will likely be a software update for newer models. Pre-2015 cars are expected to need additional components installed—which may mean it takes longer to develop and deploy the solution.

VW has been having informal technical discussions with EPA and the California Air Resources Board (CARB) over potential fixes ever since the scandal broke. Regulators have rejected some of VW’s proposals. Still, as of October, no official recall repair has been approved. The agencies have 45 days to review anything VW proposes.

Owners of older models will have to wait a little longer to learn how those cars will be remedied, and how much any recall repair will affect fuel economy and performance. That’s the biggest fear among VW enthusiasts—that the fun-to-drive VWs will drink more fuel and lose some of their acceleration. Time and testing will tell.

Can I Still Buy a New Volkswagen Diesel?

Not from an Audi, Volkswagen, or Porsche dealership as a new or certified pre-owned model. Volkswagen issued a stop-sale on any models at dealerships, meaning, they are not available for purchase. Once an approved fix in put in place, it is expected that new diesel models will be imported. Due to the buyback program, it is expected that there will be an abundant supply of used models.

How Will VW Compensate Owners?

Owners of 2009-2015 2.0-liter, four-cylinder TDIs can have Volkswagen buy their cars back at the “clean trade-in value” established by National Automobile Dealers Association Used Car Guide pricing for TDIs in September 2015, before the scandal became public. Owners who choose to keep their cars will be able to have modifications made by dealerships free of charge, once a fix is approved by the EPA and the California Air Resources Board (CARB). In all cases, an additional cash compensation will be paid to owners—somewhere in the range of $5,500 to $9,900 depending on the model, mileage, and features of the vehicle.

Volkswagen of America hired Kenneth Feinberg, a prominent victim compensation attorney, to create and administer the claims program. Learn more at the official website.

The roll-out began with the judge’s approval Oct. 25. All buybacks, payments, and modifications must be completed by June 30, 2019. Consumers have until Sept. 1, 2018 to decide on whether to choose a buyback versus a repair.

In addition, VW launched a "goodwill" program in 2015 that offered affected diesel-car owners owners with a combination of a $500 pre-paid Visa card, $500 in dealership credit, and three additional years of roadside assistance. Initially offered to just 2.0L TDI owners, the goodwill was extended to 2009-2016 Touareg TDI owners, as well. The registration period for this program has ended. 

How Much Will I Get From a Buyback?

The values that will determine the buyback price of a 2009-2015 TDI are based on the estimated value prior to Sept. 18, 2015. They depend on the particular model, year, body style, mileage, location, and certain options, like a power sunroof or navigation system. (Download a PDF detailing model-by-model buyback resale values and lease restitutions.)

What Else is VW Doing to Settle the Case?

The government requires that 85 percent of the nearly 475,000 affected TDIs to be fixed or removed from the road by June 30, 2019.

To make up for the environmental damage caused by the dirty diesels, VW is paying $2.7 billion to fund efforts to reduce nitrogen oxide emissions in areas with severe smog. It has also agreed to invest $2 billion in manufacturing, promoting and building infrastructure for electric vehicles.

The plan does not include the V6 diesels. In fact, California has rejected VW’s plan to fix the emissions-cheating 3.0L diesel vehicles. The federal and state investigations into the larger engines are ongoing. These vehicles are expected to be easier to fix, and it’s less likely that VW would agree to buy them back, given the number of high-priced luxury models in the group.

Further information, including official documents, can be found at: vwcourtsettlement.com.

Are States Pursuing Action Against VW?

Yes. The punishment for Volkswagen’s violation of emissions regulations continues, with new civil lawsuits filed by attorneys general for the states of New York, Massachusetts, and Maryland—collectively seeking more than $1 billion in damages. The allegations claim that responsibility for the scandal rises to the highest levels of VW’s leadership. This action should not affect the California case, which involved the Department of Justice, consumer-rights plaintiffs and regulatory agencies seeking restitution for consumers and the environment. (Learn more about what these lawsuits mean for VW and owners.)

When Will There Be a Recall?

There’s a schedule for rolling out the fixes for vehicles broken down into four different groups. The settlement gives VW a Nov. 11 preliminary deadline to propose a fix for the  largest group, known as Generation 1. That fix must be final by January 27. All buybacks, payments, and modifications must be completed by June 30, 2019.

When issued, the recall will come from Volkswagen, and the repairs will be performed at no cost to owners.

The EPA will validate the fixes to ensure they work, with an eye to potential compromises. Consumer Reports has three VW diesels in our test fleet, and once the recalls are performed, we will re-evaluate their fuel efficiency and performance.

Recall Fix Schedule

VW_dieselgate_modelschart

What is the Fix?

According to an Associated Press news report, the expected fix for the 2.0L engines communicated to dealers includes a computer software update and larger catalytic converter. Previous proposals for correcting 2.0L and 3.0L diesel engines were rejected.

What Is Consumer Reports’ Position on ‘Dieselgate’?

Volkswagen lied to us. Its 11 million "clean diesel" cars have been polluting the air at up to 40 times the federal standard for years.

Worse: It installed technology to hide the problem from emissions tests.

The company is being punished by the markets. But that doesn’t compensate either its customers or the rest of us, and it doesn’t stop this from happening again.

Consumer Reports’ President and CEO Marta L. Tellado, Ph.D., put it this way, "We need to make certain that the consequences for deceiving the public are severe, and that they bring justice to those who have been harmed." (Also read "Will Volkswagen’s Penalty Be High Enough?" by Tellado on CNN.com.)

Now that a settlement has been proposed…

“We’re pleased that VW owners and lessees have the option to choose what to do with their faulty cars, and will get significant cash compensation regardless of their choice,” said William Wallace, policy analyst for the policy and mobilization arm of Consumer Reports. “We are also glad that the settlement addresses the harmful environmental and dangerous air quality impacts from these faulty vehicles.”

Consumer Reports has put together a four point test by which to judge Volkswagen’s response

How Do VW’s Actions Affect Consumer Reports’ Recommendations of VW and Audi?

Based on the EPA notice of violation against Volkswagen for circumventing emissions testing guidelines, Consumer Reports has suspended its “recommended” Rating of two tested VW vehicles: the Jetta diesel and Passat diesel. These recommendations will be suspended until Consumer Reports can re-test these vehicles with a recall repair performed. Once the emissions systems are functioning properly, we will assess whether the repair has adversely affected performance or fuel economy.

What Will the EPA Do Now?

The EPA announced it will conduct sample tests on all diesel passenger car models to be sold for the new model year. Plus, the agency will add new tests to detect so-called "defeat devices" that can bend the rules in an automaker’s favor, and has notified all manufacturers of the general changes to its test program.

The agency is actively collecting diesel cars from consumers and rental fleets to augment models culled from manufacturers. These cars will be put through a battery of tests.

The EPA says the investigation into Volkswagen’s actions is ongoing. 

The EPA and the Department of Justice filed a civil complaint against Volkswagen (including Audi and Porsche) on January 4, 2016, that "alleges that nearly 600,000 diesel engine vehicles had illegal defeat devices installed that impair their emission control systems and cause emissions to exceed EPA’s standards, resulting in harmful air pollution."

Will My Volkswagen Fail Emissions Tests?

Not likely. Since no state uses a "roller test" on periodic emission/safety inspections, there’s no reason for a car to fail unless it developed an anecdotal problem. If a car is covered by an emissions warranty (differs by the state the car was originally sold in), VW will fix any related problem for free. For some states, after an actual recall has been issued, owners will have a time period, potentially a few months, to complete the recall. The car will not pass inspection unless recall work has been performed.

How Dirty Are the Volkswagen Cars?

The EPA estimated that the cheating VW diesels polluted at up to 40 times the emissions standards for nitrogen oxides—a pollutant connected with respiratory and cardiovascular symptoms and diseases.

However, that estimate was measured under maximum vehicle load and throttle. Under normal operating conditions, the emissions were more in the range of 10 to 20 times over the federal limit.

Wasn’t That False Advertising?

The Federal Trade Commission thought so. The FTC’s part of the federal case against Volkswagen Group of America, sought compensation for consumers who were deceived by the automaker’s “Clean Diesel” advertising as it cheated on government emissions tests. VW marketed the 550,000 diesel vehicles sold in the U.S. as environmentally friendly and placed a premium price on them.

Much of the $10 billion VW is paying to settle the case is being used to buy back cars from consumers who feel they were misled, as well as cash compensation on top of the fair market value of the cars.

The crux of the FTC enforcement action stated that, because of the emissions-defeat device, VW claims about low emissions, nitrogen oxides reductions, emissions compliance, eco-consciousness, and comparative resale value were false or deceptive. As a result, consumers didn’t get the benefit of the environmentally friendly car they thought they were purchasing, and resale values likely will fall.

How Do I Voice My Concerns?

There are multiple outlets, starting with the commenting feature below. Further, VW owners are encouraged to comment on Consumer Reports stories platform.

You also can send a letter to the company, and you can contact the EPA.

In addition, the government is accepting comments related to the settlement proposal until August 5th, 2016. Feedback can be provided by email pubcomment-ees.enrd@usdoj.gov or mail to Assistant Attorney General, U.S. DOJ—ENRD, P.O. Box 7611, Washington, D.C. 20044-7611.

http://www.consumerreports.org/cro/cars/guide-to-the-volkswagen-dieselgate-emissions-recall-

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