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Instructor Agenda

Energy AuditorDay1Time Activities Slides or Props

9:00 Introductions and housekeeping Complete student information form for those

who have not already done so Provide Student Handbook to those who have

never received oneReview of Agenda and assessment methodology

Verify understanding of ISV scheduling

Handout - Energy Auditor lesson plan and assessment overview

9:30 Pre-test Energy Auditor Classroom pre-testAllow students up to 45 minutes for 25 question test

Provide calculators…etc. as necessary10:00 Break10:10 Pre-test

Review test with class Intent is to get them thinking about areas in

which they may need to be stronger

NOTE Instruct at the beginning of each Domain: Each student should come up with one

question for the rest of the group on any topic covered in the Domain

The group is tasked with answering the questions proposed by the class participants

Each Domain is finished with the questions on the last slide as a written/verbal quiz

10:30 Domain 1 – Auditor Conduct – Pre arrival

Understanding the mission of Weatherization Impact of energy costs on low income homes Impact of conservation on total energy used

Approach to Auditing Whole house perspective

SIR Importance of focusing on cost-effectiveness

Communication Required communication skills Respect, boundaries and understanding

Power Point presentation EA-1

Handout of EA-1

Indiana Wx Field Guide

Instructor Agenda

What happens at the Agency before you get there? Intake Eligibility Utility info evaluation

Scheduling Agency variations Time efficiency Pre-screening

Domain 1 – Auditor Conduct – At the home Client relations

Establish client relations Provide your/agency contact info…etc. You are the primary contact person

Purpose of the visit Explain what will be happening on the initial

visit Explain the Wx process flow and timeline

Discuss client responsibilities Be available Potential issues that must be addressed

before work can begin Client must agree to all procedures or risk

deferral

Handouts – HUD Renovate Right, EPA Mold and Moisture, Client Consent form, Moisture Assessment form, Appeals Information form, Energy Savings information


5 question Quiz

11:15 Break11:25 Domain 1 – Auditor Conduct – At the home –

Cont’d

Deferrals When to Walk away – reasons for deferral When to Run away – required to defer Discuss how to handle deferrals and the

appeals process Provide required pamphlets

Renovate Right – Lead HUD/EPA Mold and Moisture – EPA

Obtain signatures Client Consent form Moisture Assessment form

H&S issues that pertain to your job Personal Protection Equipment Home issues, vermiculite, asbestos…etc.

Instructor AgendaOSHA requirements

OSHA ten hour requirement for AuditorsClient education

Ongoing process from beginning to end

Class questions and Quiz

12:00 Lunch1:00 Domain 2 – Data Collection

Energy consumption Base-load - define Typical measures

Consumption analysis Reconcile usage

Simple bill analysis Calculate base-load (slides) Client education

Home Heating Index Review utility bills Calculate energy intensity

Collect base-load data Conduct a lighting audit – make appropriate

modifications As appropriate, meter the refrigerator

* Not a deferral* Refrigerators are part of your program

Water heating and additional measures Collect appliance data

Refrigerators and freezers Clothes washer and dryer Dishwasher Heating and cooling equipment Water heating equipment Unvented heater Stove and oven De-humidifier Mechanical ventilation Shower head flow rates


Handout of EA-2

Handouts – sample utility bills, Energy Intensity calculator, unvented space heater policy, DOE Program Notice 11-06

Props – compass, hygrometer


1:45 Break2:00 Domain 2 – Data Collection Cont’d

Building history Age

Instructor Agenda Historical significance Building eligibility

Walk-through Visual inspection of interior, exterior, attics,

basements, crawls…etc. Identify potential problems and look for

deferral issues Integrate Audit process into walk-through

Collect health and safety data Identify any existence of hazardous materials

or conditions Biological Plumbing leaks Animals Pests Moisture issues – standing water, mold, rot Asbestos Lead Dryer and exhaust fans vented to outside Electrical hazards Knob and tube wiring Smoke alarms CO alarms

Un-vented space heater policyVisual Inspection / Collect building dataAs you collect data:

Identify thermal boundary Identify pressure boundary Maintain integrity

Exterior Develop a consistent and thorough process

Drawing of the home Footprint versus elevation Have a practical approach to using a drawing Good for documenting data, communication,

locating building issues, load calculations…etc.Compass usage

Review of exterior considerations

2:45 Break3:00 Domain 2 – Data Collection cont’d

Interior Review of interior considerations

Windows

Instructor Agenda Type Components Glazing Measure area Orientation

Doors Type and swing Measure area Condition

Walls Components Framing type Insulation type Presence and placement of vapor retarder Measure wall areas – total and net Cavity depth Orientation Identify infiltration points

Visual Assessment – Conditioned space Review of considerations

Review of Thermal and Pressure boundaries Definitions Alignment

Foundations / crawls / basementsThis will be an IHCDA focus in future monitoring

Types Components/materials Insulation type Presence and placement of vapor retarder Wall thickness Measure floor areas Measure exposed walls Structural integrity Ventilation Vapor barriers Access points Infiltration / exfiltration points

Attics Components Insulation type Presence and placement of vapor retarder Measure area Ventilation / baffles Radiant barriers Access points

Instructor Agenda Identify by-passes / infiltration points

Roof Type Components Condition Pitch Drainage / gutters Color Materials Measure area Penetrations Venting Insulation type Presence and placement of vapor retarder Exposure / orientation


4:00 End of Day 1

Instructor Agenda

Energy AuditorDay 2

Time Activities Slides or Props9:00 Domain 3 – Testing

Determine testing to be done HVAC IAQ Air leakage Infrared Appliances Inform client of tests procedures Have all equipment required Understand how to use equipment

Appliances Watt-hour meter usage Comparison of usage to industry charts AHAM – Association of Home Appliance

Manufacturers WAPTAC database

Indoor Air QualityThis is going to be another IHCDA monitoring focus

U of ILL study Monitor and record ambient CO readings Determine if CO readings exceed action levels Source the CO Identify conditions that promote radon

infiltration Identify conditions that promote mold growth Measure flow of mechanical ventilation


Handout of EA-3

Duct Blaster video/usage info


Handouts – Refrigerator form, Gas, Oil, Boiler, New Furnace Installation forms, Electric Furnace, Heat Pump, Range and Woodstove forms. Zone to zone pressure charts

Props – watt-hour meter, CO analyzer, combustion analyzer, calibrated pressure pan, pressure pan, combustible gas leak detector, thermometers, draft gauge, digital manometer, windy day kit, blower door, IR camera, electrical testers

9:45 Break10:00 Domain 3 – Testing cont’d

Air LeakageBlower Door

Depressurization / Pressurization CFM@50 Cruise control Identify infiltration / ex-filtration locations

Calculate building tightness limit

Instructor Agenda MVR – Field Guide Calculating 62.2 requirements Combustion air considerations


Air duct leakage testing Pressure pan test in conjunction with blower

door “Duct Blaster” test in conjunction with blower

doorPerform appropriate zone pressure diagnostics

Attic Crawl / basement Bulkheads Wall sections Ceilings Stairways Garage

Zone to Zone pressure diagnostics Use chart

IR (Infrared Thermography) Pre-blower door thermography Interior Exterior

12:00 Lunch1:00 Domain 3 – Testing cont’d

Heating systems, combustion safety and efficiency

Review of Gas Appliance Inspection Form Perform inspection on lab furnace

Required testing Fuel leaks Electrical safety Vent inspection Combustion air “Worst Case” CAZ depressurization Flow, spillage and draft Carbon Monoxide Combustion efficiency Temperature rise High temperature limit

Instructor Agenda Hot water temperature (water heater)


Review of Gas Appliance Inspection Form (cont’d) Perform inspection on lab furnace


Review of additional appliance forms Oil Boiler Ranges Wood stove

4:00 End of Day 2

Instructor Agenda

Energy AuditorDay 3

Time Activities Slides or Props9:00 Domain 3 – Testing cont’d

Review of electric heating forms Baseboard Forced air Heat pump

Distribution systems Verify adequacy of system air flow (registers) Measure temp rise Measure pressure drops (A/C coil) Inspect and measure hydronic distribution Room temperature measurements Room pressure measurements Room pressure balancing


9:45 Break10:00 Domain 4 – Evaluation / Work Scope

Development

Create mechanical work order

Create shell work scope based on Priority List

Document collected data on work order Initial blower door number Calculate MVR Per 62.2 – document additional required

ventilation Additional documentation of information on

work order outside of “priority list”Health and safety

Try to address H&S issues through energy efficiency measures

Falls within energy funding Review economics of repairs – repair or defer May include heating system replacement Understand how to deal with special


Handout of EA-4


Handouts – Site Built and Mobile Home work orders, Heat Load calculation spread sheet

Instructor Agendacircumstances like lead, asbestos, mold…etc.

Durability / structural integrity of the building Try to address durability/structural integrity

through energy efficiency measures Review economics of repairs – repair or defer

Incidental repairs to allow Wx work What is allowed Added to retrofit cost Still meet minimum SIR Limit - $500.00 materials

Mechanical ventilation Review collected data Assess the need for and placement of

additional mechanical ventilation Meet ASHRAE 62.2 requirements Determine the type of controls needed Health and Safety cost


Development cont’d

HVAC / Mechanical Review collected data to determine problems Address health and safety concerns Plumbing leaks, Electrical problems, Fuel leaks,

Combustion air, CAZ pressure problems, improper operation…etc.

Other necessary repairs Evaluate clean and tune or heating unit

replacement Provide Whole House Heat Load calculation

for unit replacement Replace as health and Safety measure Using NEAT – can be replaced as an efficiency

measure Vent systems Minimum code installation Meet appliance minimum standards of

operation as specified in the Inspection forms and field guide

Evaluate distribution issues Seal ducts as appropriate Provide suitable distribution Insulate as appropriate outside the thermal

Instructor Agendaboundary

Set-back thermostat consideration Mechanical completion before shell work can

begin

12:00 Lunch1:00 Domain 4 – Evaluation / Work Scope


Blower door directed air sealing Primary and fundamental part of Wx High on priority list Major air leaks, bypasses, ducts…etc.

Additional documentation of data Interim blower door numbers Pressure pan readings Zone pressures Room pressures

Thermal and pressure boundary Identification and specification of measures

Evaluate base-load data Water heater temp settings Water saving measures Shower heads Aerators Water heater insulation measures Lighting measures Economics of appliance replacement Refrigerators, freezers…etc.

Client education On-going process Resources



Attics Evaluate collected data Determine thermal and pressure boundary Determine air sealing measures Locate by-passes on drawing Specify requirements for can lights, attic

hatches, exhaust fans, whole house fans…etc Determine insulation measures

Instructor Agenda Calculate amount of insulation to be used Address building durability or health and

safety concernsDucts outside the Thermal boundary

Air leakage Insulation

Walls Evaluate collected data Determine thermal and pressure boundaries Determine air sealing measures Determine insulation measures Calculate amount of insulation to be used Address building durability or health and

safety concernsFoundations, basements, crawls

Determine thermal and pressure boundary Evaluate “below the floor” measures Perimeter versus floor insulation Box sill treatment Air sealing considerations Perimeter Floor Vapor barrier needs Ventilation requirements Mobile home belly considerations



Minor air sealing Cost effectiveness $35.00 / 100 cfm/50 reduction Tectite – (Much lower number) What is going to be the effect of ASHRAE 62.2 When does the cost of additional ventilation

exceed the benefit of air sealingWindows

Address structural durability issues Evaluate inside storm windows Client ed – shrink wrap as an option Replace missing glass Window assembly replacement Only if the old one is laying out in the yard

Doors

Instructor Agenda Address structural durability issues Assess operational characteristics Replacement Typically only if it is laying out in the yard with

the window


4:00 End of Day 3

Instructor Agenda

Energy AuditorDay 4

Time Activities Slides or Props9:00 Domain 5 – Project Management to Completion

Project Management

Transition point to Final Inspector How does this happen?

Client communication Liaison between client and contractors

Contractor communication Liaison between contractor and agency Close communication during job Be available while job is in progress

Coordinator Scheduling Paperwork Contractors

Costs Measures Billing Allocation


Handout of EA-5

Completed Job file

In - Progress

Interim visits Mechanical – Final Inspector responsibility Good time to look at shell audit

Communication between Auditor and Final Inspector Dealing with a bad work scope

Contractor relations Expectations

10:45 Break

11:00 Data Entry

Instructor Agenda

NEAT/MHEA Should have an idea of how to use Description of data-base and library set-up Data input Report generation Can be used to determine if the furnace can

be replaced using DOE efficiency dollars If NEAT is used to replace the furnace, the

NEAT audit must be used on the home in lieu of the Indiana Priority List

Over-sizing - Furnaces Show chart usage to reduce input efficieny

Completion

Interaction between Auditor and Final Inspector Auditor evaluation from Final Inspector Contractor evaluation from Final Inspector

Client educationSignaturesInvoicesPaperwork completionJob file

ContentsClass questions and Quiz

12:00 Lunch

1:00 OverflowUse this time to balance the content of the class with the amount of time available

1:45 Break

2:00 Written Test

Allow up to 1.25 hours to do written test Provide test, calculators, paper, writing

utensils…etc. as needed

3:00 Break

Instructor Agenda3:15 Q&A

Unfinished business Questions regarding the test Scheduling ISV day Last minute procedure or equipment usage

questions

Reminder to fill out e-mail / online evaluationsCertificates

4:00 End of Day 4

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