contractor operations guide - final - denver · 2016. 7. 25. · the additional insured wording...

Revised: 7/12/16

CLEAResult CONTRACTOR

OPERATIONS GUIDE

Effective: 09/01/16

EnergySmart & the Denver Energy Challenge (DEC), administered by CLEAResult, are residential energy efficiency programs designed to remove the barriers that impede residents of Boulder County and City & County of Denver from investing in energy efficiency upgrades for their homes. This Operations Guide outlines the standards and expectations for contractors that wish to participate in a partnership with EnergySmart and/or Denver Energy Challenge, as well as information about the Home Energy Loan offered by Elevations Credit Union.

The intention of this partnership is to gather the contractors who are interested in continuing to grow the residential energy efficiency market in Colorado, and who have a demonstrated record of commitment to that endeavor. The partnership will be made up of only those contractors who utilize building science and the house-as-a-system approach to building performance in their everyday business practice. Contractors must also have a commitment to the Building Professional Institute (BPI) practices and procedures, especially with respect to combustion safety testing.

The CLEAResult Contractor Services Department and Partner Communities expect a high level of cooperation and communication from the partner contractors. Benefits of the partnership include workforce development opportunities, trainings, and leads generated through the programs. The expectation is that the contractors will bring their own jobs into the program as well as receiving jobs from program sources.

Please note: Business efficiency services in Bou lder County are not managed by CLEAResult and have different policies regarding contractor involvement and eligibility. Please consult the program website for more information.

Contact Information:

CLEAResult – Program Administrator Address: 1722 14th St. Suite 210 Boulder, CO 80302 Phone: 303-325-7650 / Fax: 303-747-5806 Website: www.clearesult.com Contractor Services Francis Xavier, Regional Operations Manager [email protected] Desk: 303-446-7879 Paola Alonso-Trejo, Program Specialist [email protected] Desk: 303-446-7907 Peter Stelling, Senior Residential Field Specialist [email protected] Desk: 303-446-7889 Boulder County- EnergySmart Hotline: 303-544-1000 EnergySmart Website: www.energysmartyes.com

Boulder County Contact Information Dave Hatchimonji│EnergySmart Residential Program Manager Boulder County Commissioners’ Office 720.564.2721 Office │ [email protected]

City and County of Denver- Denver Energy Challenge Hotline: 720-865-5520 Denver Energy Challenge Website: www.denverenergy.org Denver Energy Challenge Contact Information Julie Saporito | Residential Program Administrator Department of Environmental Health | Environmental Quality Division | City & County of Denver 720.865.5430 Office │ [email protected]

About the EnergySmart and Denver Energy Challenge Residential Services The EnergySmart and Denver Energy Challenge Programs began as a partnership with the U.S. Department of Energy Better Buildings Neighborhood grant program, and continue today through a mix of federal and local funding. The intention of these programs is to grow the market for energy efficiency services while helping Boulder County and City & County of Denver residents save energy and money, and increase comfort. Residential participants enrolled in EnergySmart and Denver Energy Challenge receive free expert assistance from an Energy Advisor, as well as other program benefits. The primary role of the Energy Advisor is to assist participants with: 1. Understanding and prioritizing energy efficiency upgrades. 2. Facilitating contractor bidding and providing assistance with scheduling

contractors to complete energy upgrades. 3. Partnering with contractors to drive conversions. 4. Finding and applying for available rebates, financing and other available

incentives. EnergySmart and Denver Energy Challenge offer low-interest financing for residents in Boulder County and the City and County of Denver. The energy loans are a great tool for contractors in the Partnership Program. More information on energy loans can be found in Appendix G.

Program Standards Contractors who wish to participate EnergySmart and Denver Energy Challenge are expected to complete all upgrades using the Installation Standards outlined in Appendix A of this guide, and all work must be done to meet all applicable Building Codes. It is the contractor’s responsibility to know which version of the IECC applies to the home they are working on. We have included a summary of the energy codes adopted by each of the Boulder County’s cities, Unincorporated Boulder County and City and County of Denver in Appendix B of this guide. All required permits for work done in the program must be pulled prior to the work being completed. Every job within the program that includes Air Sealing and/or enclosed cavity insulation must also include pre- and post-installation blower door tests.

Whenever changes to the building envelope and/or heating system are part of the work scope, a preliminary- and post-installation Combustion Safety Test must be completed as outlined in the BPI 1200 Standard Practice for Basic Analysis of Buildings, with the additional requirement of a natural conditions testing if the equipment fails worst-case conditions. Appendix C of this guide outlines and details the Combustion Appliance Zone (CAZ) process that needs to be followed for jobs in EnergySmart and Denver Energy Challenge, and details a handful of exceptions to these CAZ testing requirements. The test results must be reported on the Combustion Safety & Carbon Monoxide Disclosure Form/Sign-off Sheet and sent via email to: [email protected] along with the paperwork listed on the Reporting Requirements section of this guide (Appendix D). A Combustion Safety & Carbon Monoxide Disclosure Form/Sign-off Sheet is required in every job performed within these programs. It is expected that all contractors participating in this partnership consider Combustion Appliance Zone (CAZ) testing standard practice in their business, and perform the complete test on every applicable job.

Contractor Requirements To provide customers with a high level of customer service, EnergySmart and Denver Energy Challenge advisors will give homeowners access to the list of contractors enrolled in the Residential Contractor Partnership Program. This list includes companies offering Insulation, Air Sealing, HVAC services, and in the case of Denver Energy Challenge, windows. All participant contractors must agree to program policies and meet certain minimum qualification standards (outlined below). Participation in one or both of Xcel Energy’s rebate programs (Standalone Rebates & Home Performance with ENERGYSTAR) is required, as those rebates are leveraged when the Homeowner is eligible. We will confirm participation in Xcel Energy’s programs by confirming the Xcel Trade Partner ID number.

Benefits of joining the Partnership Program include: 1. Access to program trainings for best practices 2. Job Leads through the Residential Contractor Partnership Program 3. Access to Program Rebates (when available) 4. Ability to co-brand and promote your business through EnergySmart and/or

Denver Energy Challenge

Residential Contractor Partnership Program Application Process Contractors new to EnergySmart and/or Denver Energy Challenge should begin the formal application process by contacting the Contractor Services Department. Applications are accepted anytime throughout the year, however, admission to the partnership program will be determined by the Contractor Services department on an as needed basis determined by program needs. The partnership programs maintain a list of residential contractors who have completed the application process, attended a mandatory contractor orientation to review the program’s standards, and signed the Contractor Agreement.

Mandatory Minimum Qualifications to participate in EnergySmart and Denver Energy Challenge 1. Contractors must submit completed contractor application. 2. Contractors must hold all applicable contractor licenses, certifications and

insurance. Detailed requirements are listed on the contractor application. 3. Contractors must be either an Xcel Home Performance with Energy Star or Xcel

Standalone Rebate Contractor, and must have an Xcel Contractor Trade Partner ID number. – For HVAC Contractors, if the company is enrolled only as a standalone rebate contractor for Xcel Energy, and does not have a BPI certified professional on staff, they must commit to working with a BPI certified individual that will perform their blower door and CAZ test out.

4. Personnel performing required Combustion Safety Testing must be BPI certified 5. Contractor must present Secretary of State Certificate of Good Standing 6. Contractor may not have been removed from any Energy Efficiency program. 7. Must complete orientation with Contractor Services team – either a group

session (if available) or a 1:1 session Required Paperwork on-file with the Contractor Services Department

• Signed Contractor Agreement

• For general liability purposes, contractors must provide us with current copies of insurance certificates listing CLEAResult, Boulder County and/or City and County of Denver (if applicable) as Additional Insured and Certificate Holders.

The information for each certificate holder must read exactly as follows. For EnergySmart participants:

⇒ Boulder County Attn. Brooke McManigal PO 471 Boulder, CO 80306

The insurance certificates shall also contain a valid provision or endorsement that these policies may not be cancelled, terminated, changed or modified without thirty days written notice. The Additional Insured wording must be exactly as follows: “Boulder County, its elected and appointed officials, employees and volunteers are deemed as additional insured with regard to the commercial general liability policy” For DEC participants:

⇒ City and County of Denver Department of Environmental Health 200 W. 14th Ave. Suite 310 Denver, CO 80204 Attn. Julie Saporito

The insurance certificate shall also contain a valid provision or endorsement that these policies may not be canceled, terminated, changed or modified without thirty days written notice. The Additional Insured wording must be exactly as follows: “The City and County of Denver, its elected and appointed officials, employees and volunteers are deemed as additional insured with regards to the commercial general liability policy” For all participants:

⇒ CLEAResult 1722 14th St., suite 210 Boulder, CO 80302

The insurance certificate shall also contain a valid provision or endorsement that these policies may not be canceled, terminated, changed or modified without thirty days written notice. The Additional Insured wording must be exactly as follows: "CLEAResult is

named as Additional Insured."

• Worker’s Compensation insurance certificates for each certificate holder.

• Contractors must be licensed and pull permits for all jobs prior to the work being

completed when a permit is required. Contractors are not required to submit copies of permits to the program. However, if the Contractor Services team requests a copy of the permit, this will need to be made available.

• Current copies of all relevant certifications (e.g. NATE, BPI, etc.) The Contractor is responsible for sending current copies of the certificates listed above, as well of their contractor licenses and insurance upon yearly renewal to the Contractor Services Department. Failure to do so will result in temporary suspension from the program until current documents are submitted. We ask you to always respond promptly to our request when reaching out to you for current paperwork to avoid suspension.

• Contractors who offer services where the scope of work potentially includes projects that disturb lead-based paint, such as insulations and air sealing or windows, must hold a current Lead Safe Certified Firm certificate issued by the Environmental Protection Agency or by another authorized training provider.

• Certificate of Good Standing with Colorado Secretary of State.

Branding Guidelines Contractors are encouraged to market their involvement in EnergySmart and Denver Energy Challenge using the program brands and logos. However, we do not want to mislead any Boulder or City and County of Denver residents about our services and our relationship with our contractors. Contractors are encouraged to co-brand materials/websites with EnergySmart and Denver Energy Challenge brand and logos, but they must follow the guidelines outlined by our clients. EnergySmart Branding Guidelines: http://www.energysmartyes.com/files/EnergySmart_Standards-Contractors_partners.pdf As part of the usage guidelines for the EnergySmart logos and brand, all marketing materials containing the EnergySmart brand that will be seen by the public must be pre-approved by EnergySmart staff. Contractors are responsible for sending a copy of any collateral to Dave Hatchimonji ([email protected]) for approval before public release.

Denver Energy Challenge Branding Guidelines: These guidelines are available from Contractor Services by request, and they will be sent to you only upon approval into the residential team. Denver Energy Challenge Contractors are responsible for sending all marketing materials containing the Denver Energy Challenge brand that will be seen by the public must be pre-approved by Denver Energy Challenge staff. Contractors are responsible for sending a copy of any collateral to Julie Saporito ([email protected]) for approval before public release. Reporting Requirements: Invoices & Sign-Off Sheet

For every job completed as a part of EnergySmart or Denver Energy Challenge, it is the contractor’s responsibility to submit a copy of the invoice as well as a Combustion Safety and CO Disclosure Form/Sign-off sheet (Appendix D) to the email address: [email protected] within 2 weeks of the completion of the job. The Combustion Safety and CO Disclosure Form/Sign-off sheet includes Test-in and Test-out Blower Door numbers (where required) as well as Combustion Appliance Zone (CAZ) testing results and Homeowner recommendations. The Contractor’s BPI certified technician must sign-off on these results. This form is primarily intended to ensure that the Combustion Appliance Zone (CAZ) Test results are adequately discussed with homeowners and that they are notified of steps that can be taken to rectify issues indicated by those results. Submission of this signed paperwork to Contractor Services is the responsibility of the Contractor and not the Homeowner. If you are not able to collect the homeowner’s signature on the form acknowledging the results of the test, the Advisor may help you reach out to homeowners and collect electronic signatures. Contractors also have the option of using the Docusign Service (at no cost) to sign and obtain homeowner signatures electronically. If you wish to have a copy of the PDF file of the Combustion Safety and CO Disclosure form/Sign-off sheet, we will email it to you.

File Naming Convention: For the Combustion Safety and CO Disclosure form/Sign-off sheet: Jobsite Address, Homeowner Last Name, and "Disclosure" (e.g. 123 MainstreetAve_Smith_Disclosure) For Invoices: Jobsite Address, Homeowner Last Name, and "Invoice" (e.g. 123 Mainstreet Ave_Smith Invoice) Clarification of what to send: Send all files to:

Please send all files to: [email protected]. All Jobs that include mechanical equipment and/or changes on the building envelope as a part of the work scope:

• Combustion Safety and CO Disclosure • Invoice

The Combustion Safety and CO Disclosure form/Sign-off sheet and invoice for each address can be in a single PDF or separate PDFs, whichever is easier, but please avoid combining documentation for separate addresses. Minimum Work Requirement To ensure that contractors are staying up-to-date with new program standards, program benefits, and requirements, active participation in the program is a requirement. All contractors must complete at least 1 job every 6 months in order to maintain active enrollment in the program. A report will be run monthly to indicate which contractors have not fulfilled this requirement. Those contractors who have not done 1 job in the previous 6 months will be notified and given the opportunity to discuss what might be preventing them from being active in the program. They will then be given 60 days to secure a job for a resident in the program for which they are not meeting the requirement (ES or DEC). This 1 job could include a resident that the contractor brought to the program, or a lead provided by the program. If you are still not able to comply with this requirement, you will be removed from the contractor pool. Program Policies for Residential Contractors Waste Management Guidelines In EnergySmart, contractors agree to abide by any Waste Management Plan developed and adopted by Boulder County, as amended from time to time. The most recent version is available at:

http://www.energysmartyes.com/files/BOULDER_COUNTY_WASTE_MANAGEMNT_PLAN.pdf Contractors participating in Denver Energy Challenge agree to abide by the Recycling and Hazardous Waste Disposal Guidelines published by the City & County of Denver, as amended from time to time. These guidelines are available here:

https://www.denvergov.org/content/denvergov/en/trash-and-recycling/resources/solid-waste-master-plan.html

Professionalism Guidelines & Contact with Customers High standards of professionalism are necessary to maintain your good reputation in the community, and we encourage you to strive for the best in customer service. The EnergySmart and Denver Energy Challenge programs rely heavily upon positive word of mouth for marketing. Our goal is to ensure that clients are completely satisfied with their EnergySmart and Denver Energy Challenge experiences, including their interactions with contractors in the Partnership Program. It is expected that contractors will handle all interactions with clients with the utmost respect and professionalism. The EnergySmart a n d Denver Energy Challenge Services reserve the right to remove a contractor from the Partnership Program based upon repeated customer complaints related to customer service or professionalism.

The Program has established the following general guidelines for contractors:

• Be prompt for all appointments. If you expect to be more than a few minutes

late, call the customer and let them know that you’re running late and when you expect to be there.

• Follow through on a l l commitments to customers, including providing estimates in a timely manner.

• All paperwork must be submitted to Contractor Services or the associated

Advisor within 2 weeks of the completion of the job.

• Educate all company customer service representatives to provide accurate information to customers about EnergySmart and Denver Energy Challenge

• . The person answering the phone needs to know about the program(s) for which

you are providing service.

1. Contractor Services staff are available for pre-arranged in-office trainings

to clarify details of EnergySmart and Denver Energy Challenge.

• It is important that you respond to requests for information from CLEAResult i n a timely manner. Designate a primary contact at your company for CLEAResult to reach regarding bid requests, complaints, QC results, and time-sensitive program information.

1. Someone must be available every day at your company

2. You must have a secondary emergency contact in the event that the primary

contact is unreachable

3. In the event of a health/safety issue, contractors MUST be able to be reached. • Keep in mind that you are being allowed into someone’s home; act as you would

want a stranger to act in your own home. Respect the customer’s home and follow all rules of the house (i.e. taking off shoes, not parking in the driveway).

• If you make a mess of any kind, clean it up immediately.

• In addition, to promote the professionalism of the programs, contractors should

refrain from making disparaging remarks regarding other contractors in the Partnership Program as well as the EnergySmart/Denver Energy Challenge programs.

Contractor Bidding EnergySmart and Denver Energy Challenge advisors will be assisting customers as they choose contractors to bid their projects. In some cases, the advisor may contact the contractor directly to schedule an estimate meeting at the customer’s house, and in other cases the customer may prefer to have the contractor contact them directly to schedule the estimate meeting. Advisors may not recommend or assign contractors. They are only allowed to provide objective information to homeowners. To promote an efficient process and out of fairness for other contractors, contracting companies are expected to have reasonable scheduling availability for EnergySmart and Denver Energy Challenge customers. To be eligible to receive referrals and be on “active status”, a contracting company should have no greater than a two (2) week lead time for scheduling initial customer estimate meetings. If your company is experiencing high work volumes and is not able to schedule new estimate meetings within two weeks, you must notify the Contractor Services team to temporarily put your company on “Inactive” status until you notify us that you are ready for additional referrals. There is no penalty for choosing to be placed on temporary inactive status, and this helps maintain positive Homeowner experiences.

Contractor Referral Process & Response Time Requirements The most common method for communicating a need for contractor bidding will be email referrals containing the customer’s contact information and information about the home.

When an advisor provides an email customer referral to a contractor, the following timeline will be strictly enforced: Contractor must contact the customer to schedule an estimate meeting within two business days (48 hours) of receiving the customer referral email

• Decision not to bid: If a contractor receives a customer referral email and the contractor does not wish to bid the project, the contractor must notify the advisor within one business day (24 hours) of receiving the customer referral email.

• Following an on-site estimate meeting, contractors must provide a written estimate to the customer within five business days of the visit to the customer’s house.

• Decision not to bid after visit: If a contractor visits a home for an estimate meeting and determines that they do not wish to bid the project, the contractor must notify the advisor within one business day (24 hours) of the visit to the Homeowner.

Some customers prefer to contact contractors directly without their advisor sending a referral. When a Homeowner informs their Advisor of their decision to contact contractors directly, the Advisors will ask the Homeowner to notify contractors that they are in the EnergySmart or Denver Energy Challenge program. However, Advisors cannot guarantee that Homeowners will follow-through. To ensure that rebate program requirements are met for all EnergySmart and Denver Energy Challenge projects, it is the responsibility of the Contractor to determine whether the customer is participating in the EnergySmart or Denver Energy Challenge programs. If you have any questions about whether a customer is currently enrolled, please have your customer contact the EnergySmart call center at 303-544-1000 or the Denver Energy Challenge call center at 720-865-5520, and we can search the customer management system.

Simultaneous Bidding Some customers have requested that we schedule contractor visits simultaneously. Usually, we have found that this option is appealing to busy customers who don’t have several hours to visit with multiple contractors or to customers who own multiple properties and want to consolidate bidding for all properties. In these cases, the energy advisor will coordinate scheduling with the contractors and the customer.

Contractor Quality Control Process EnergySmart and Denver Energy Cha l lenge perform Quality Control Inspections on insulation and air sealing work done by contractors in the Partnership Programs.

Contractors are expected to perform work compliant with municipal building code and the program Installation Standards (Appendix A) An Insulation Inspection Checklist is provided to contractors in the Partnership Programs (Appendix E). This is the document that the QC inspector uses to determine if the work was completed to the Program Installation Standards. Once the QC inspection is complete, the Inspector will notify the contractor if any items listed on the checklist were missed. Required corrections will be outlined in a QC Corrections Notice that will be sent directly to the contractor. The Corrections Notice will detail any point deductions that were assessed during the inspection. Scoring System and Report Cards

All participant contractors in the Program will maintain a running score. This scoring system evaluates contractors based on:

• QC inspections results reported by the Technical Team • Feedback received about contractors by homeowners and advisors • Responsiveness to various requests (bids, invoices & other forms, scheduling

visits, etc.) • Paperwork requirements met

All new contractors will begin with a score of 100 points that will be tracked in our system and reported to you at the end of each month, along with a report card that will summarize:

• Number of homes upgraded (all time) • Total measures completed • Current QC Score • Projects QC'd per month • QCs with correction notices • Number of missing Sign-off forms • Investments by customers • Number of projects funded by the Elevations Credit Union loan • Rebates by service • Percentage of investments covered by rebates

Appendix E outlines the items contractors will be evaluated on and details the associated points with each upgrade measure

Under this system, contractors have the ability to improve their quality. If t h e work requires corrective action, we can provide you with training and guidance to comply with the program’s standards Contractors will be required to maintain a minimum QC score

of 75 to remain in good standing in the program.

Removal from the program can result from any of the following:

• Repeated failure to meet Program and Installation Standards as indicated by a

score of 75 or less.

• One or more field inspection failures in especially egregious circumstances or if a

serious health/safety issue is created. Falling Under Minimum Score When a contractor’s score is below 75 points, the participation status will be changed to “Inactive”. This means that the company will be taken off the Customer Facing list and no leads will be sent through the program or programs enrolled in. The “Inactive” status does not mean that companies are out of the program entirely. When no leads will be sent from us, we still offer free energy advising to your homeowners and assist them with available rebates. In order to bring back an “Inactive” company to the “Enrolled” status, a Corrective Action Pathway is facilitated by the Contractor Services team in collaboration with the impacted contractor. This detailed plan will have to be completed within 60 days of being issued, and while it is being completed, we will work with the contractor to help them complete it successfully. In some cases the Corrective Action Pathway may include QC inspections that must result in no correction notices. Because there will not be leads for inactive contractors, we will work with leads brought to the program by the contractor. Failure to complete the Corrective Action Pathway and to collaborate with CLEAResult will result in removal from the program and the participation status will be changed to “Removed”. Historic Preservation Act Compliance Work performed through EnergySmart or Denver Energy Challenge for the Elevations Energy Loan must comply with the Historic Preservation Act or local Historic Preservation Review, if applicable. Historic Landmarks and homes located in Historic Districts require review for any changes to the exterior of the home. Homes over 50 years old may also require review. Contractors should familiarize themselves with the stipulations of the Historic Preservation Act, and Historic Preservation requirements in all Boulder County and City & County of Denver municipalities, and refer to an account’s energy advisor or the program manager with any questions.

Lastupdate:07/13/2016

Appendix A – EnergySmart and Denver Energy Challenge Installation Standards

EnergySmart and Denver Energy Challenge Program – Installation Standards V1 Effective Date: September 1, 2016

General Notes

• To participate in the EnergySmart and Denver Energy Challenge programs, installation contractors must apply for

inclusion, and attend the mandatory contractor orientation.

• Installation standards reflect the 2015 IRC & IECC standards and reflect industry best practices with addendums adding

clarity or best practices for climate zone 5.

• All HVAC equipment must be installed per the manufacturer’s installation instructions, industry standards, and all

applicable federal, state, and local codes and regulations.

• Where possible, all insulation measures must meet the R-value requirements prescribed by the IECC version adopted in

each ‘Authority Having Jurisdiction’.

• Where any building envelope improvement measures (attic insulation, frame wall insulation, window replacement, etc.)

are undertaken, the corresponding building component(s) must be durably air sealed. In addition, the air leakage rate

must be reduced. This is applicable to all homes where building envelope improvements are made.

• Where required, homes participating in the EnergySmart and Denver Energy Challenge programs must have Combustion

Appliance Zone (CAZ) testing as a health/safety measure before and after the upgrade.


Flat Attic Insulation and Air Sealing

Existing Conditions Installation Standards Post-installation Tests

• Attic must be air sealed and have mechanical/duct issues corrected prior to blowing insulation

• Cloth sheathed electrical wire must be evaluated or replaced with code complying wiring prior to insulating

• Knob and tube wiring must be abandoned or removed and new complying wiring installed prior to insulating

• Use approved high temp sealant around heat sources like B-vents, fireplaces and

chimneys, and make sure they maintain the required clearance to combustibles. Insulation baffles must be installed between rafters or trusses to allow airflow from the box soffit to the attic. Baffles must be installed adjacent to all soffit vent locations, with air impermeable insulation stops on the outside edge of the top plates and between all other truss rafter ends to maximize R-value at exterior edge of exterior wall top plates and minimize wind washing. This can consist of insulation batts sealed with foam or bags with insulation blown into them. (Additional passive ventilation to meet minimum code amounts is recommended)

• Air-seal all shell components interfacing with attic, including knee walls • Extend any unvented bath or kitchen fan vents to exterior (vents not allowed to

terminate in attic) • Repair and seal any disconnected HVAC in the attic prior to blowing attic

insulation: 1. Ducts must be insulated to minimum R-8. Ducts buried in insulation meet

this requirement provided they have minimum R8 on top of the ducts. 2. Fix ducts that severely restrict airflow.

• Insulation must be improved to the code level specified by the authority having jurisdiction. In most cases this is R49, however there are some jurisdictions that have higher and lower attic insulation requirements

1. If blowing cellulose on top of fiberglass, add an additional 2” of cellulose to the total to account for compression of the fiberglass underneath.

• Seal thermal bypasses: 1. Chases, plumbing vents, b-vents, chimneys, top plate penetrations, etc.

Insulate and air seal knee walls and skylight shafts and provide an air barrier, which creates six-sided encapsulation of insulation. Separate knee wall and skylight requirements and incentives are listed below.

• Whole house fan in ceiling must have a sealed, insulated cover, or install fan w/ motorized insulated cover (see whole house fan section below).

• Recessed lighting (except ICAT rated recessed lighting) must be air-sealed with either can inserts or covers. Covers must maintain 3” clearance to can, and unrated cans must not be covered with insulation. If installing inserts also seal gap

• Combustion Safety Test required. Record results on Sign-Off Sheet.

• Blower door test required prior to air sealing and after insulating in order to measure house tightness improvement.


in drywall around can. • Attic hatch must be insulated to the same level as the adjacent attic insulation, be

air-sealed with a gasket or weather strip, and have full depth insulation curb blocking around the hatch installed in accordance with IECC as adopted by the AHJ. Seal all trim around hatch to drywall. It is critical that the hatch be fully functional, that is the hatch must be able to be removed from the access opening, either up into the attic or down into the house.

1. Alternatively, if hatch is insulated with rigid foam board only, R-38 is adequate.

• Attic hatches that are pull-down stair assemblies must have some system to air seal and insulate that assembly. This can be a site-built system or a store-bought system.

• Insulation dams are required at all ceiling level transitions (including tops of kneewalls) to ensure full-depth insulation over top plates.

• Insulation dams are required around whole house fans to ensure full-depth insulation up to the fan.


Attic Knee Wall and Skylight Shaft


• Un-insulated or insulated to R-11 or

less

• If framed cavity is un-insulated, first fill cavity, then add spray foam, foam board or vinyl faced fiberglass blanket over cavity insulation:

1. Seal all edges and seams of insulation to provide 6-sided encapsulation of the insulation. Cavity insulation should be in complete contact with the drywall.

• Ignition barrier not required on exposed foam, provided the following conditions are met, and it is allowed by the product’s ESR

1. Entry to the attic is only to service utilities, and no storage is permitted 2. Air in the attic is not intentionally circulated to other parts of the building 3. Attic ventilation is provided in accordance with IRC Section R806, as

applicable 4. Combustion air is provided in accordance with IMC (International

Mechanical Code) Section 701 • If attic storage is present or possible (pull-down stair, platform, etc.) Ignition Barrier

is required on exposed foam. • If framed cavity is already insulated, add spray foam, foam board or vinyl faced

fiberglass blanket over existing cavity insulation. • Seal all edges and seams of insulation to provide 6-sided encapsulation of the

insulation.


• Blower door test required prior to air sealing and after insulating in order to measure house tightness improvement

Cathedral Ceiling Insulation (Unvented attic and unvented enclosed rafter spaces)

Existing Conditions Installation Standards Post-installation Tests • No Class 1 vapor retarders may be

installed on the inside face of the roof rafters.

• Where wood shingles or shakes are used, a minimum ¼” vented air space must separate the shingles or shakes and the roofing underlayment above the structural sheathing

• Unvented attic and unvented enclosed rafter spaces must have R-20 continuous exterior rigid board insulation installed directly above or below the structural roof sheathing. (per the IRC version adopted by the AHJ)

⇒ R-20 continuous exterior rigid board insulation must meet the requirements of the 2012 IRC Section R806.5 & R906.2.

⇒ All seams in the exterior rigid board or sheet insulation must be sealed at the perimeter of each individual sheet in order to form a continuous layer.

⇒ R-20 2-part closed-cell sprayfoam can be applied directly to the




underside of the structural roof sheathing • Once air-impermeable insulation is applied above or below the structural roof

sheathing as outlined above, dense packed short fiber fiberglass insulation (no dense packed cellulose will be allowed) can be installed to completely fill the remainder of the cavity.

• Replace or air seal any IC recessed lights in vaulted rafter space with Air Tight (ICAT) cans, or install an insert and air seal drywall cutout to can.

• Extra care has to be taken to durably air seal all penetrations in the ceiling to prevent moisture transfer into that assembly.

Conditioned Crawl Space Insulation


• Contractor must inspect for proper grading, downspout leaders, moisture evidence on foundation walls, cracks in the foundation, and damp ground. All moisture problems must be mitigated.

• Poorly installed insulation should be removed or brought up to these standards.

• All three elements (rim joist, foundation wall, and moisture/soil gas barrier) of a conditioned crawl space must be completed in order to qualify for a rebate. If any one of the elements already exists, it must meet Installation Standards AND the other elements must be completed to Installation.

• Moisture/ soil gas barrier installation requirements: 1. Barrier must meet ASTM E-1745 performance specs. 2. Remove all debris and major ground surface irregularities 3. Cross laminated polyethylene barrier is required; the barrier must be

sealed and mechanically fastened at least 6” up crawl space foundation wall or, in cases involving ongoing moisture, to the foundation plate (urethane caulk meets sealing and mechanical fastening requirements). Seams must be overlapped 6” minimum and be sealed w/ approved tape or sealant.

4. If the foundation or soil in the crawl space is damp or shows evidence of moisture intrusion, those problems must be mitigated.

• Field stone foundation wall will need to be air sealed. Old brick or field stone foundations must have closed cell spray foam installed over entire interior foundation wall and rim joist.

• Insulate and air seal rim joists and foundation plate to R-value prescribed by the IECC as adopted by the Authority Having Jurisdiction (AHJ) or as prescribed in the 2015 IECC:

• Combustion Safety Test

required. Record results on Sign-Off Sheet



1. XPS foam board cut to fit, foamed-in place. a. Foam insulation does not require thermal barrier on rim joist (per

IRC), but does require an ignition barrier as outlined in 2012 IRC Section R316.5.4

2. Closed or open cell 2-part spray foam to R-value prescribed by the IECC as adopted by the AHJ

a. Foam insulation does not require thermal barrier on rim joist (per IRC), but does require an ignition barrier as outlined in 2012 IRC Section R316.5.4

3. Air seal rim and seal sill plate with duct mastic or spray foam, then insulate with fiberglass batt squares to R-value prescribed by the IECC as adopted by the AHJ

• Insulate Interior of Foundation walls to R-value prescribed by the IECC as adopted by the AHJ:

1. Perforated vinyl faced fiberglass blanket a. Vinyl faced insulation blanket is NOT allowed if foundation or ground

shows evidence of past or present moisture- Unless the moisture barrier extends up to and is sealed to the foundation plate.

b. Insulation blanket must be full height and be in substantial contact with the foundation wall along its entire width and not be pulled out by the footing.

2. Foam board: Polyisocyanurate, XPS or EPS a. Ignition barrier required on all exposed foam, unless no “utilities” are

present and/or material is listed and approved for use without a thermal or ignition barrier in this application by the ICC ESR

3. 2-part closed or open cell spray foam a. Ignition barrier required, unless no “utilities” are present and/or

material is listed and approved for use without a thermal or ignition barrier in this application by the ICC ESR

b. Open cell spray foam is only allowed on the interior of foundation walls if there is no indication of moisture, unless the soil moisture barrier extends to the foundation plate with mechanical ventilation underneath

• Exterior foundation wall insulation, XPS a. Foam board insulation must extend down to top of footing, and be

protected above grade by a non-organic exterior finish. Provide


flashing from under existing exterior finish, over top of foam exterior finish.

• Crawl space must be provided with conditioned air in accordance with IRC as adopted by the AHJ.

Cold Crawl Space


• Evidence of persistent moisture or bulk water issues are present that cannot be otherwise mitigated or house is known to be located in an area with high water table

• Finished floor must be the air barrier. • Air seal floor penetrations. • Fill floor cavity with insulation installed per RESNET Grade 1. • Insulate and air seal rim joists and foundation plate to R-value prescribed by the

IECC as adopted by the AHJ 1. XPS, EPS or Polyisocyanurate foam board cut to fit, foamed in place 2. Closed or open cell 2-part spray foam to R-value prescribed by the IECC

as adopted by the AHJ a. Foam insulation does not require thermal barrier on rim joist (per


3. Air seal rim and seal sill plate with duct mastic or spray foam, then insulate with fiberglass batt squares to R-value prescribed by the IECC as adopted by the AHJ

• Install continuous, well-sealed vapor permeable air barrier on cold side of insulation.

• Do not install vapor barrier on cold side of insulation. • Ventilate crawl space per IRC as adopted by the AHJ. • Sealed moisture barrier required on ground in crawl space. • Water pipes in cold crawl space must have full floor depth insulation below (build

floor down to install same depth of floor insulation below plumbing as is present in the typical floor area).

• Mechanical equipment ducting must be insulated to R-8. • No spot ventilation exhaust venting may terminate in any crawl space.




Basement Wall Insulation


• Exterior grade must drain away from foundation, or be mitigated as part of the job scope.

• Foundation cracks shall be completely sealed.

• If evidence of moisture exists, it must be or have been mitigated prior to insulating

• Insulate basement walls to the R-value prescribed by the IECC as adopted by the AHJ.

• Old brick or field stone foundations must have closed cell spray foam installed over entire interior foundation wall and rim joist.

• All insulation must be installed to the following specifications. 1. Exterior foundation wall: XPS foam board

a. Exterior foam board insulation must be closed cell and extend down 48” below grade or to top of footer - whichever is less. Insulation must be protected above grade w/ non-organic exterior finish. Provide flashing from under existing exterior finish, over top of foam exterior finish, flashed from under finish on walls

2. Interior foundation framed wall insulation: 1” XPS or EPS foam board (between framing and foundation wall) + R-15 Batt in framed cavity:

a. R-15 un-faced batt is installed in the finished frame wall so foundation can dry to the inside.

3. Interior foundation wall insulation: XPS or EPS foam board or spray foam. a. Basement walls with foam insulation must be finished with drywall or

equivalent thermal barrier, except where material is listed and approved for use in this application by the ICC ESR.

b. Open cell spray foam is approved only if there is no indication of moisture on the foundation walls

• Insulate and air seal rim joists and foundation plate to R-value prescribed by the IECC as adopted by the Authority Having Jurisdiction (AHJ) or as prescribed in the 2015 IECC:

4. XPS foam board cut to fit, foamed-in place. a. Foam insulation does not require thermal barrier on rim joist (per


5. Closed or open cell 2-part spray foam to R-value prescribed by the IECC as adopted by the AHJ

a. Foam insulation does not require thermal barrier on rim joist (per IRC), but does require an ignition barrier as outlined in 2012 IRC Section R316.5.4

c. Air seal rim and seal sill plate with duct mastic or spray foam, then insulate with fiberglass batt squares to R-value prescribed by the IECC as adopted by the AHJ

• Combustion Safety Test required. Record results on Sign-Off sheet.


• For basement finishes, contractor must coordinate post-improvement verification at time of insulation inspection by local Building Department.


Cantilever Floor Insulation


• Exterior finish material must be removed if water pipes are located below the top 1/2 of the floor joist cavity.

• Inside end of joist space must be blocked and air sealed • If interior blocking is not in place, and there is adequate room, remove bottom of

cantilever to block and air seal. • If bottom cannot be removed to block and air seal interior, other methods of interior

blocking can be used (e.g. burlap bag, etc.) • Final condition: intact, sealed air barrier, inside and outside. 6-sided encapsulation. • Final condition: joist cavities dense packed with blown insulation.

1. The phrase dense-pack refers to a specific process where the insulation is blown into the cavity and then dense-packed – which pushes the air in the cavity out.

2. Cellulose must be dense-packed to 3.5lbs/cubic foot 3. Fiberglass must be 2.5lbs/cubic foot

• If water pipes are located in the bottom half of the joist cavity in the cantilevered

floor area, they must be protected from freezing by installing some form of net or dam under the bottom of pipes so that pipes are not isolated from the warm house and insulation is only blown on the cold side of the pipe.

• Combustion Safety Test required. Record results on Sign-off sheet.


Floor Over Garage Insulation


• Existing insulation does not fill

floor cavity. • Drywall must be removed if water

pipes are located below the top 1/2 of the floor joist cavity.

• Inside end of joist space must be blocked and air sealed • If water pipes are located in the bottom half of the joist cavity in the floor over the

garage area, they must be protected from freezing by installing some form of net or dam under the bottom of pipes so that insulation is only blown on the cold side of the pipe.

1. In order to install net, drywall must be removed from the garage ceiling to gain access to pipes.

2. Drywall must be replaced with 5/8” Type X gypsum board or other material approved for use in this location by the IRC as adopted by the AHJ.

• Floor cavities used as a return air duct must have the header block or pan sealed prior to insulation installation. Make sure insulation does not enter return air floor


required. Record results on Sign-off sheet.



cavity. • Disconnected ducts must be repaired prior to insulation installation. Drywall on

garage ceiling must be complete and sealed. • Garage ceiling with living space floor above is a Firewall. If removed, it must be

restored to current code compliance.

Exterior Frame Wall Insulation


• R-19 minimum; fill wall cavity where R-19 not possible

• Do not dense pack walls if knob and tube wiring is present.

• Measure includes exterior wall between house and garage

• Use dense-pack cellulose or short fiber fiberglass in all wall cavities, installed with

fill tube. • Air seal around windows, doors, and electrical boxes in wall assembly prior to

insulating. • Must seal all penetrations into electrical panels, outlet and switch boxes to keep

out insulation. • Plug, seal and refinish all drill holes used to fill exterior walls after insulating. Drilled

and filled holes should be done to paint ready conditions unless otherwise agreed upon with homeowner. This must be clearly stated in the estimate.

• Cloth sheathed electrical wire must be evaluated or replaced with contemporary code complying 90 degree C temperature rated wiring prior to dense packing walls by an electrical contractor licensed to perform work in the local jurisdiction.

• Knob and tube wiring must be replaced with contemporary code complying 90 degree C temperature rated wiring prior to dense packing walls by an electrical contractor licensed to perform work in the local jurisdiction.


required. Record results on Sign-Off Sheet.


Masonry Exterior Wall Insulation


• Existing un-insulated masonry

cinder block, double brick, field stone and other types.

• Insulate masonry walls, on either the interior or exterior, to R-value prescribed by

IECC Version adopted by the AHJ: 1. Interior: foam board, 2 part spray foam, or blown insulation inside finished

frame wall. Interior wall must be air sealed. 2. Exterior: closed cell foam board, with taped seams, covered with

appropriate finish material. 3. Insulate and air seal rim joist if applicable (see crawl space rim options).




Gas Furnace Replacement

Existing Conditions

Installation Standards Post-installation Tests

• All furnaces must be sealed combustion, with both intake and exhaust piped to outdoors, and vented per OEM’s installation instructions.

• Rebated furnaces shall have an AFUE ≥ 95%


required. Record results on Sign-Off Sheet.

Replacement Gas Boiler


• Must be installed as sealed combustion: intake and exhaust piped to outdoors. • Rebated boilers shall have an AFUE ≥ 90%


ENERGYSTAR Certified Air Conditioners


• 15 SEER / 12 EER minimum • Requires recycling of exiting unit with documentation

ENERGYSTAR Air or Ground Source Heat Pump (Includes mini-split AC & heating units)


• Air Source: Split systems ≥ 8.5 HSPF / 15 SEER / 12.5 EER • Single systems ≥ 8.2 HSPF HSPF / 15 SEER / 12 EER • Ground source: 5.5 tons or smaller


Solar Thermal Space Heating

Existing Conditions Installation Standards Post-installation Tests • For use with hydronic (boiler)

systems

• 20kW max sixe. SRCC rated

Advanced Evaporative Cooler


• New or replacement evaporative cooler

• Permanent installations only; temporary or portable units not eligible. • Evaporative Coolers must have:

− Inorganic media, Thermostat control, automated daily water dump, insulated cover for winter.

• Direct evaporative coolers are permanently mounted on roof or ground. Indirect can be mounted on ground or in an attic.

• Follow all manufacturer’s installation instructions

• No test out requirement.

Replacement Gas Water Heater


• Replacing natural draft vented water heater, or electric water heater.

• Direct vent and high efficiency sealed combustion must have both intake and

exhaust piped to exterior. • Cap or remove combustion air ducts if all appliances in CAZ are sealed

combustion. • Do a combustion analysis test verifying the installation meets manufacturer’s

specifications.



• No CST required if all appliances in CAZ are sealed combustion.

• No test out requirement. Whole House Fan

Existing Conditions Installation Standards Post-installation Tests • New or replacement of old whole

house fans without motorized damper/insulated cover.

• Fans must have motorized, insulated doors or dampers, which shut and seal after every use.

• Provide adequate attic venting per fan manufacturer, unless exhaust vent can be terminated outside the attic.

• Document that attic

ventilation is adequate for the fan air flow rate. Submit with


• Insulation shall be prevented from being blown into soffits with baffles and/or insulation blocking. Soffits ventilation into attic shall be maintained.

• Old, non-qualifying whole house fans must be removed and the space air sealed and insulated per IECC as adopted by AHJ.

rebate application.

Mechanical Ventilation


• Per ASHRAE 62.2-2010 calculation, home requires mechanical ventilation.

• Install Ventilation per ASHRAE 62.2-2010 mechanical ventilation requirements.



• Commission any HRV/ERV system

• Measure all system airflows to verify they meet ASHRAE 62.2 ventilation requirements

• Document intake and/or exhaust flow rates for rebate application submittal

Solar PV


• Two rebate tiers for electric homes: 1. Roof or ground mounted system $500 2. Community Solar Garden Subscription $250 (must purchase enough

capacity to at least meet 80% of existing household electricity consumption)

Municipality IECCVersion

IRCVersion

FENESTRATION

U-FACTORbSKYLIGHTb

U-FACTOR

GLAZEDFENESTRATION

SHGCb,e

CEILINGR-VALUE

WOODFRAMEWALLR-VALUE

MASSWALL

R-VALUEiFLOORR-VALUE

BASEMENTc

WALLR-VALUE

SLABdR-VALUE&DEPTH

CRAWLSPACEc

WALLR-VALUE

UnincorporatedBoulderCounty(Allenspark,CoalCreekCanyon,Eldora,EldoradoSprings,GoldHill,Gunbarrel,Hygiene,Niwot)

2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

UnincorporatedBoulderCountyBuildSmartProgram 2015 2015 0.3 0.45 NA 54 19+5h,k 18/24 42l 15/20 15,3ft 15/20

CityOfBoulder 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Louisville 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Lafayette 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Superior 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Longmont 2015 2015 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Broomfield 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

TownOfErie 2006 2006 0.35 0.6 0.03 38 19or13+5j 13 30g 10/13 10,2ft 10/13

TownofJamestown 2009 2009 0.35 0.6 NR 38 20-13+5j 13/17 30g 10/13 10,2ft 10/13

TownofLyons 2006 2006 0.35 0.6 0.03 38 19-13+5j 13 30g 10/13 10,2ft 10/13

CityDenver 2012 2012 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

CityDenver-Effective09.12.16 2015 2015 0.32 0.55 NR 49 20-13+5h 13/17 30g 15/19 10,2ft 15/19

Appendix B – IECC versions by city & fenestration and insulation requirements by component

l.Floorsoverconditionedspaceareexemptfromthisrequirement

f.BasementwallinsulationisnotrequiredinwarmhumidlocationsasdefinedbyfigureR301.1andtableR301.1g.Orinsulationsufficienttofilltheframingcavity,R19minimum.h.Firstvalueiscavityinsulation,secondiscontinuousinsulationorinsulatedsiding,so"13+5"meansR13cavityinsulationplusR5continuousinsulationorinsulatedsiding.Ifstructurali.ThesecondR-valueapplieswhenmorethanhalfoftheinsulationisontheinteriorofthemasswall.j."13+5"meansR13cavityinsulationplusR5continuousinsulationorinsulatedsiding.Ifstructuralsheathingcovers25%orlessoftheexterior,insulatedsheathingisnotrequiredk.Toreducethepotentialforcondensationwithinthewallassembly,itisrecommendedthatexteriorcontinuousinsulationbeaminimumofR7.5

a.R-valuesareminimums.U-factorsandSHGCaremaximums.Wheninsulationisinstalledinacavitywhichislessthanthelabelordesignthicknessoftheinsulation,theinstalledourb.ThefenestrationU-factorColletonexcludesskylights.TheSHGCcolumnappliestoallglazedfenestration.Exception:skylightsmaybeexcludedfromglazedfenestrationSHGCc."15/19"meansR15continuousinsulationontheinteriororexteriorofthehomeorR19cavityinsulationattheinteriorofthebasementwall."15/19"shallbepermittedtobemetd.R5shallbeaddedtotherequiredslabedgeR-valuesforheatedslabs.Insulationdepthshallbethedepthofthefootingor2feet,whicheverislessinclimatezones1through3fore.TherearenoSHGCrequirementsinthemarinezone.

InsulationandFenestrationRequirementsByComponenta

Checkcondi+onofworkenvironmentforcarbonmonoxideandsafetyconcerns

BPI 1200-S-2015 Combustion Safety Test Process Flowchart

STOP

IfambientCOis>70ppm,stopand

discon+nuetest.No+fyhomeownerofneedtoevacuatethebuilding

IfambientCOisbetween36and69ppm.Advise

homeowner.Openwindowsanddoors.Turnoff

appliance.RecommendHomeownercontactaqualifiedprofessional

IfambientCOisbetween9and35ppm.Advisehomeowner.Open

windowsanddoors.Turnoffappliance.RecommendHomeownercontactaqualifiedprofessional

IfambientCOisbelow9ppm.Con+nueTest

Checkallaccessiblegaslineconnec+onsfornaturalgasleaks.Determineifpipingisadequatelysupported.Lookforflexibleconnectorsinstalledbefore1973.

Completevisualinspec+onoftheCAZandtheven+ngsystem

CreatetheGreatestdepressuriza/onpossible:1.  Allcombus+onappliancesinstandbymode2.  Closefireplacedamper&clearfireplace3.  Closeexteriordoors&windows.4.  CloseCAZdoor5.  Closeinteriordoorsexceptforthose

roomswithreturnventorexhaustfan6.  Turnoffmechanicalven+la+onandHVAC7.  MeasureandrecordCAZbaselinepressure

(CAZdoorclosed)8.  Turnonclothesdryer,rangehood&

exhaustfans.MeasureandrecordpressureWRToutside(CAZdoorclosed)

9.  Turnoncentralforcedairblower.Ifpressurebecomesmorenega+ve,leaveon.Ifpressurebecomesmoreposi+ve,turnoff.Measureandrecordpressure.

10.  OpenCAZdoor.IfCAZpressurebecomesmorenega+ve,leavedooropen.IfCAZpressurebecomesmoreposi+ve,leaveitclosed.

11.  RecordWorstCaseDepressuriza+on

IfIsappliancesealedcombus+on?

Isapplianceatmosphericallyvented?

Tes/ngforspillageandCOinatmosphericallyventedappliances1.  StartwithsmallestBTUappliance2.  DHWorwarmvent:Spillageassessedat2minutes.SeeAc+onLevelsinTableD.1.A.3.  Coldvent:Spillageassessedat5minutes.SeeAc+onLevelsinTableD.1.A.4.  TakeCOmeasurementofundilutedfluegasat5minutesofmainburneropera+on.RefertoSec+on7.9.5,Table1forCOthresholds.5.  Forcommonlyventedappliances,leavethe1stappliancerunningandfirethenexthighestBTUappliance(DoNotLetTheChimney

Cool).6.  Re-testthe1stapplianceforspillageoncethe2ndappliancehasreached2minutesofopera+on.Testthe2ndapplianceforspillage

immediatelythereaeer.SeeAc+onLevelsinTableD.1.A7.  MeasuretheCOofthe2ndunitat5minutesofopera+on.RefertoSec+on7.9.5,Table1forCOthresholds.8.  RecordtheCAZtestresultsontheCombus+onSafetyandCODisclosure/SignoffSheet9.  Ifthereisaspillagetestfailureunderworstcasedepressuriza+on,repeatthespillageandCOtestsundernaturalcondi+ons.10.  RecordtheCAZresultsontheCombus+onSafetyandCODisclosureForm/SignoffSheet

Notes:1.  COthresholdsarespecifiedasAir-Free,exceptforovenmeasurements

Directventedandpowerventedappliances1.  Iftheoutletissafelyaccessible,measureandrecordtheCOlevelinthe

undilutedfluegassesat5minutesofopera+on.RefertoSec+on7.9.5,Table1forCOthresholds.

Gasovensandrangetops1.  Completevisualsafetyinspec+onasoutlinedintheBPI1200standard2.  Turnovenonbaketo500oF.MeasureCOinthethroatoftheoven

exhaustat5minutes.RecordmeasurementonceCOhasbecomestable.RefertoSec+on7.9.5,Table1forCOthresholds.

AppendixC

CO Thresholds for Fossil-Fuel Fired Combustion Appliances

Appliance Threshold Limit

Central Furnace (all categories) 400 ppm air free

Boiler 400 ppm air free

Floor Furnace 400 ppm air free

Gravity Furnace 400 ppm air free

Wall Furnace (BIV) 200 ppm air free

Wall Furnace (Direct Vent) 400 ppm air free

Vented Room Heater 200 ppm air free

Unvented Room Heater 200 ppm air free

Water Heater 200 ppm air free

Oven/Broiler 225 ppm as measured

Clothes Dryer 400 ppm air free

Refrigerator 25 ppm as measured

Gas Log (gas fireplace) 25 ppm as measured in vent

Gas Log (installed in wood burning fireplace) 400 ppm air free in firebox

COThresholdsandAc/onLevelsforSpillageInCombus/onAppliances

TABLE D.1.A ACTION LEVELS FOR SPILLAGE IN COMBUSTION APPLIANCES

The following actions shall be taken when spillage occurs under the specific circumstances detailed below.

TEST RESULT ACTION REQUIRED

Greatest CAZ depressurization occurs with the air handler on*

Conduct further analysis of the distribution system to determine if leaky ducts or other HVAC-induced imbalances are the cause of the spillage. If so, recommend distribution system repairs that will reduce or eliminate the CAZ depressurization.

Greatest CAZ depressurization occurs with door to CAZ closed, but is alleviated when door to CAZ is open*

Recommend measures to improve air transfer between the CAZ and the core of the house

The cause of spillage has been traced to excessive exhaust** independent of CAZ door position, air handler, or a problem with the flue†

Verify that sufficient combustion air is available per ANSI Z223.1/NFPA 54

for gas-fired appliances and NFPA 31 for oil-fired appliances or recommend

verification by a qualified professional

and/or Recommend further evaluation/

service by a qualified professional to address the venting/combustion air

issues

* In the case where both spillage and excessive CO are present, in addition to the specific recommendations above, recommend that the appliance be shut down until it can be serviced by a qualified professional.

** Refers to exhaust caused by mechanical ventilation and/or other means of exfiltration.

† When a recommendation to replace atmospherically-vented combustion equipment inside the pressure boundary is made, and when cost-effective, recommend replacement with direct-vented, or power-vented equipment (or non-combustion equipment, such as a heat pump), which is ENERGY STAR®- labeled.

Combus+onSafetyTestNotesforEnergySmartandDenverEnergyChallenge:1.  Pre-andpostinstalla+onCAZtestsarerequiredforallupgradeswherechangesaremadetotheenvelopeorhea+ngsystem.However,

thereareafewupgradesthatdonotrequireaCAZtestfortheEnergySmartandDECprograms:1.  Anewwholehousefanorevapora+vecoolerwhereonedidnotexistbeforeisexemptfromCAZtes+ngprovidedthatisthe

onlyupgrade.Replacementofanexis+ngwholehousefanorevapora+vecoolerdoesrequireaCAZtest.2.  HVACblowermotorreplacementsalonearexemptfromCAZtes+ng.3.  80%furnacewithanindependentdouble-wallflueisexemptfromCAZtes+ng.

2.  CAZresultsmustberecordedontheCombus+onSafetyandCODisclosure/SignoffSheet.ThatsheetmustbesignedbytheBPIcer+fiedcontractorthatcompletedthetest.HomeownersignatureisonlyrequiredifthereisaCAZfailure.Theformmustbesubmiiedwithin2weeksofcomple+ngthejob.

3.  Itiscri+calthatyoudiscusstheresultsoftheCAZtestswiththeHomeowner.UsethetwotablesabovetorecommendHomeownerac+on.BysigningtheCombus+onSafetyandCOdisclosure/SignoffSheetyouacknowledgethatyouhavehadaconversa+onwiththehomeownerabouttheCAZresults.

Appendix D Combustion Safety & Carbon Monoxide Disclosure/Sign off Sheet

If there are more than 2 pieces of equipment that were tested, please use additional sheets to capture the data.Document Revised 7/12/16

__________________________________________ ___________________________________________ Customer Name Customer Address Combustion Safety

Your auditor or participating contractor has tested the functioning of the exhaust system of your gas furnace and/or water heater to the standards of the Building Performance Institute. This includes a spillage (a.k.a. “back-drafting”) test performed under two test conditions: natural conditions and worst-case conditions as well as undiluted and ambient carbon monoxide (CO) measurements.

☐ Under worst-case conditions a potential carbon monoxide hazard has been identified in the home Worst-case conditions usually occurs when all exhaust systems (bathroom fans, stovetop fans, dryers, furnace, etc.) are all running at the same time. This creates a depressurization condition where exhaust from gas burning appliances could enter the living space.

☐ Under natural conditions a carbon monoxide hazard has been identified in the home Natural conditions occur when all the systems in the home are operating in a manner most similar to the typical state of the home. Failure under natural conditions means that exhaust from gas burning appliances is likely to enter the living space regularly. In this case immediate actions should be taken to correct the spillage from the natural draft gas vent.

Health and Safety Issues

Breathing the exhaust from gas burning appliances is hazardous to your health. Carbon monoxide can be fatal in high doses or cause chronic health problems in lower concentrations. Nitrogen oxides, which are irritants, are also combustion by-products. Safe combustion means that there is little or no carbon monoxide production and that 100% of the combustion products are vented to the outside at all times. Homeowner Disclosures (Check all that apply - Signature required only if there is a failure)

¨ I understand there is a potential carbon monoxide hazard in my home. (Contractor has provided Combustion Safety Details on page 2 of this document).

¨ As previously stated in the service Statement of Understanding, the Efficiency Audit of which this inspection is part, is not anticipated or intended to be a safety inspection, nor a complete or thorough investigation of the condition of the home or property, and that the purpose of the audit is not to determine whether the home or property is or will be safe or suitable for occupation, but rather is intended to assist me in identifying potential energy efficiency measures for my home that I may choose to further investigate.

__________________________ _____________________________________ ________________ Customer Name Customer Signature Date Combustion Safety Test Results To be completed by contractor’s BPI Certified Personnel: These CAZ tests were completed: q Before work was completed q After work was completed Date of Test:__________

Hot Water Heater Is the appliance Sealed Combustion? qYES qNO (If yes, measure CO (only if accessible)) Worst Case Depressurization (Pa): ________ Did Worst Case Spillage stop in 2 minutes or less? qYES qNO Did Natural Conditions Spillage stop in 2 minutes or less? qYES qNO qNA Note: Natural Conditions are only required if spillage fails Worst Case. Primary Cause of depressurization: qAir Handler qPosition of CAZ Door q Excessive exhaust (bath fans, dryer, etc) CO @ Steady State (ppm air free): _____ Within CO limits? qYES qNO Ambient Carbon Monoxide (ppm):_______ Next Steps?

Blower Door Value (CFM)____________ House Volume(ft3)_____________ Wind Conditions____________

Appendix D Combustion Safety & Carbon Monoxide Disclosure/Sign off Sheet

If there are more than 2 pieces of equipment that were tested, please use additional sheets to capture the data.Document Revised 7/12/16

As the participating contractor in EnergySmart and/or Denver Energy Challenge, I acknowledge that I have tested the functioning of the exhaust system of the gas furnace and/or water heater to the standards of the Building Performance Institute as called out by EnergySmart and Denver Energy Challenge. This includes a spillage test performed under two possible test conditions: natural conditions and worst case conditions as well as undiluted and ambient carbon monoxide (CO) measurements. I also acknowledge that I have discussed the results of those tests and any health/safety issues with the homeowner directly. _______________________________ _____________________________________ ___________________ CAZ tester Name CAZ Tester Signature Date _______________________________ _____________________________________ ___________________ Contractor Name Contractor Signature Date

CO Thresholds for Fossil-Fuel Fired Combustion Appliances

Appliance Threshold Limit

Central Furnace (all categories) 400 ppm air free4

Boiler 400 ppm air free

Floor Furnace 400 ppm air free

Gravity Furnace 400 ppm air free

Wall Furnace (BIV) 200 ppm air free

Wall Furnace (Direct Vent) 400 ppm air free

Vented Room Heater 200 ppm air free

Unvented Room Heater 200 ppm air free

Water Heater 200 ppm air free

Oven/Broiler 225 ppm as measured

Clothes Dryer 400 ppm air free

Refrigerator 25 ppm as measured

Gas Log (gas fireplace) 25 ppm as measured in vent

Gas Log (installed in wood burning fireplace)

400 ppm air free in firebox

Furnace/Boiler Is the appliance Sealed Combustion? qYES qNO (If yes, measure CO (only if accessible)) Worst Case Depressurization (Pa): ________ Did Worst Case Spillage stop in 2 / 5 min (circle one, depending on warm or cold vent) or less? qYES qNO Did Natural Conditions Spillage stop in 5 minutes or less? qYES qNO qNA Note: Natural Conditions are only required if spillage fails Worst Case. Primary Cause of depressurization: qAir Handler qPosition of CAZ Door q Excessive exhaust CO @ Steady State (ppm air free): ______ Within CO limits? qYES qNO Ambient Carbon Monoxide (ppm):_______ Next Steps?

ContractorComments:

Complete Incomplete N/A Item Description Points Value

Thermal Boundary Continuous and supports insulation Proper Sealants and materials used. -2

Minor attic penetrations sealed (e.g. wiring, plumbing, and ducting). Continuous seal around joints, seams cracks, edges, penetrations and connections.

-2

Sealed insulation stops installed between all rafters or trusses that do not have soffit vents/baffles -2

All exhaust fans terminate outside and not in the attic -2Ducts in attic are insulated to R-8. If buried in insulation there must be R8 worth of insulation on top of the duct. -2

Pull-down stair has a system to air seal and insulate the assembly -2Ignition barrier applied to exposed foam if there is potential for storage in attic space (platform, pull-down stair, etc) -3

Insulation dams are provided at all ceiling level transitions to keep full-depth insulation over framing. -1

Whole house fan has air-sealed and insulated cover -2

Non-combustible materials used around ignition sources (e.g. Flues, Chimneys, Vents)

-5

Proper clearance provided around combustion sources. -5

Rigid dam (wood or better) having height greater than surrounding insulation is constructed to ensure insulation does not fall into access opening.

-2

Attic access hatch is gasketed and insulated to same R-value as surrounding insulation and is permanently attached to hatch. If rigid insulation only is used R38 is acceptable. Hatch must be functional

-2

Non insulation contact (IC) lights have an air tight enclosure taller than the surrounding insulation. 3" clearance maintained. Top of enclosure has an R value not to exceed R.5

-3

Knee wall insulation has 6-sided encapsulation with proper insulation/air barrier alignment and has all gaps, cracks and penetrations sealed. Cavity is filled with insulation.

-2

Kneewall insulated to R-value prescribed by the IECC -2Dense pack insulation blown to proper density and completely fills all cavities -2

Install attic depth markers no less than 1 for every 300sqft -1Blow all insulation level and to depth indicated on manufacturer's coverage chart for desired R-value

-2

Signed and dated attic card properly filled out and given to homeowner -1

Attic ventilation maintained (e.g. soffit baffles present) -2

Recessed lights are are ICAT or air sealed -2Unvented cathedral ceilings have R20 exterior rigid insulation above or below the roof deck. Additional blown insulation is not cellulose -3

Continuous air barrier present with an air-tight seal around joints, seams, cracks, edges, penetrations andconnections.

-2

Complete insulation coverage without settling or voids throughout exterior wall plane. -2

Drill and fill holes are patched and returned to paint-ready condition -1

Ducts and plenums are properly fastened and supported -1

All accessible joints and seams are properly sealed to prevent air leakage -2

Quality Control Check Inspection Check-list

Flat Attic Air Sealing and Insulation

Cathedral Ceiling (closed vault)

Floor and Wall Air Sealing

AppendixE-QCchecklistandpointsassociatedwitheachupgradeProgram:

Name:

Duct Sealing

Address:

Phone:

QCCFM50:

Vapor barrier properly sealed to foundation wall. All seams, piers, and penetrations sealed -2

Appropriate ventilation or conditioned air supply and return path present per IRC -1

If access is from outside, hatch is properly insulated and gasketed -2

Field stone foundations are insulated with closed cell spray foam -2

Rim joist is well-sealed and insulated to R-value prescribed in the IECC -2

All exposed foam is covered with an approved ignition barrier -3

Floor penetrations sealed -2

Floor cavity filled with insulation -2

Well-sealed vapor permeable air barrier installed on cold side of insulation -2Vapor barrier properly sealed to foundation wall. All seams, piers, and penetrations sealed -2

Water pipes have full floor-depth insulation under them -2

Forced-air ducts are insulated to R8 -2

Field stone foundations are insulated with closed cell spray foam -2

Foundations walls insulated to the value prescribed by the IECC -2

Rim joist is well-sealed and insulated to R-value prescribed in the IECC -2

Foundation walls exposed to living areas have a thermal barrier installed -3

Blocking installed and sealed in-line with foundation wall -2

Joist cavities dense-packed with insulation -2

Water pipes in the bottom ½ of cavity protected from freezing -2

Inside end of joist space blocked and air sealed -2

Water pipes in the bottom ½ of cavity protected from freezing -2

Garage ceiling restored to code compliance (firewall) -2

Homeowner was made aware of CAZ status -2

Major discrepancy between contractor and QC Blower Door or CAZ results -3QCOverallSummary:

CorrectiveActions

Floor over garage

General

Basement Foundation Walls

Cantilever Floor Insulation

Cold Crawlspaces

Conditioned Crawlspace

QC Inspection passed with no corrections on Installations 5

Received Positive Homeowner Feedback 5

Received Positive Advisor Feedback 5

No outstanding CAZ forms in the last 6 months 10

OTHER WAYS TO LOSE POINTSCustomer Complaint Related to Customer Service -2

Failure to Address Complaint w/in One Week -2

Failure to Respond to Info Request w/in One Week -2

Failure to Submit paperwork w/in Two Weeks -2

Failure to Meet Bid Request Response Time -2

OTHER WAYS TO EARN/LOSE POINTS

Appendix F – Addendum for EnergySmart Contractors Only Contractors enrolled in EnergySmart have access to rebates offered through the program. When available, these rebates are funded by Boulder County and City of Boulder. The rebate amounts, deadlines, etc. undergo several updates throughout the year. We recommend that contractors check the EnergySmart website for details on the current incentives, but Contractor Services will also send you the updated summaries every time they change. It is critical to take into consideration all of the conditions listed on each rebate summary provided by Boulder County or the City of Boulder when your customers are pursuing EnergySmart rebates. Since conditions vary, coordination between homeowners, Energy Advisors and contractors is highly encouraged, as advisors will have the most up-to-date information on which rebates can be pursued. Some of the basic rules and conditions for rebate eligibility are listed below. Please be aware that rebates amounts, eligible upgrades and rules may change at any time. This is why we strongly encourage coordination with the Energy Advisor.

• Rebates are only available to homeowners enrolled in EnergySmart and for the measures listed in the rebates summaries

• Enrollment in the program must be completed before doing any improvements • Contractors enrolled in EnergySmart must complete all work. Do-It-Yourself projects are

not rebate-eligible • All work must meet all applicable building or energy codes, as well as program

standards. All required permits must be obtained. • City of Boulder rebates are only for measures completed on residential units within the

City of Boulder, and EnergySmart participants can access them only of they have had an Energy Audit done in the property in the last three years.

Rebates offered in EnergySmart are submitted and processed by Energy Advisors. In order for them to successfully complete rebates contractors must provide the following information:

1. Copy of paid invoice 2. Copy of Xcel Energy rebate application(s) when applicable 3. Combustion Safety & Carbon Monoxide Disclosure form (Signoff Sheet)

We expect all contractors to maintain an excellent level of communication with Contractor Services, Advisors and Homeowners so the available rebates can be processed successfully and in a timely manner.

Appendix G – Energy Loan Benefits for Contractors

CONTRACTORSANDTHEENERGYLOAN

forPoolContractorsofEnergySmartandDenverEnergyChallenge

Asacontractorinourpool,yourcustomersinBoulderorDenverCountieshaveaccesstotheElevationsCreditUnionEnergyLoan! Here’sasummaryofbenefitstoyouandyourcustomers.

EnergyLoanBenefitsforContractors:Easytouse

Nofeesforcontractortopay• Noneedtoraiseyourpricestocoverthecostoffinancing!

NorequirementsforbaseannualrevenueoryearsofoperationNoneedforcontractortohavegoodpersonalorcompanycreditratingsNoapplicationtofillout!

Smalljobs($500min)tolargejobs($25k+)Streamlinedprocess,withapprovalsandpay-outsin24hoursIncreasedsalesofenergyefficientequipment

Averagejobsizewithouttheloanis$3300,andwiththeloanit's$9800Plentyoffundstoloanforyearstocome[$35Mtolend]

Benefitstoyourcustomer:Low-interestrate,startingat2.75%

Muchlowerthancreditcardrates!Borrowfrom3yearsto10yearsLessthanperfectcreditscoreokay(Minimumscoreof580)Nolienonthehome

Theenergyupgradeisthecollateralthatsecurestheloan!

HowtoGetStarted: ContactanEnergyAdvisorformoredetailsonhowyourclientscanusethe

EnergyLoanandwheretostart. EnergySmartHotline:303-544-1000 DenverEnergyChallengeHotline:720-865-5520 HaveyourcustomercontactElevationsCreditUnion

Applyon-linehttps://www.elevationscu.com/energyloansorCall303.443.4672

contractor operations guide - final - denver · 2016. 7. 25. · the additional insured wording...

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