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Home Energy Score Qualified Assessor

Field Guide


SPIRIT FOUNDATION CORPORATE GUIDELINES & PROCEDURES HOME ENERGY SCORE QUALIFIED ASSESSOR

FIELD GUIDE

 Spirit Technologies, LLC-B, Spirit Foundation, and Spirit Labs The Home Energy Score Qualified Assessor Field Guide describes the procedures used to analyze the performance of existing homes, for the Home Energy Score Program through Spirit Foundation. (see contractor Field Guide for contractor requirements) In compiling this publication, the authors have benefited from the experience of many individuals, who have reviewed our documents, related their experiences, or published information from which we’ve gained insight. Though we can’t name everyone to whom we’re indebted, we acknowledge the specific contributions of the following people: Special thanks Donna Anderson, as well as Brad, Veronica, and Javier for their patience. Dedicated to Nate Corporate: 512.520.5551 Copyright 2014


Forward

Jim Mikel, Chairman

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elcome, and congratulations on becoming a Home Energy Score Qualified Assessor!

We are so very pleased you are part of the Spirit family. Spirit Foundation’s vision is to create a nationwide green workforce, while reducing America’s dependence on foreign oil. Spirit Foundation is a not-for profit, that supports various charitable organizations, including the National Child Abuse Hotline, National Drug Abuse Hotline, and the National Domestic Violence Hotline, as well as Wounded Warriors, and veterans organizations. Through your daily work as a HESQA, you are enriching the lives of many people, reducing America’s dependence on foreign oil, and through your work, helping prevent child abuse, domestic violence, and drug abuse – all while helping homeowners. We are a non-denominational organization, without ties to any specific religion or religious affiliation, or support for any specific political candidate. We support sustainability, and promote energy efficiency outreach. Welcome to your new family! The Spirit is everywhere!

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Table of Contents Forward Chapter 1 Customer Relations Chapter 2 Interior Chapter 3 Exterior Chapter 4 Notes


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Chapter 1

Home Energy Scores and Customer Relations This chapter outlines the services delivered during a home energy score. It also discusses ethics, customer relations, and customer education. WHAT IS A Home Energy Score? A Home Energy Score delivers these benefits to customers: ✔ Encourages behavioral changes that reduce energy waste. ✔ Inspect the building and its mechanical systems to gather the information necessary for decision-making ✔ Evaluate the current energy consumption and current condition of the home ✔ Diagnose areas of energy waste, health and safety, or durability problems related to energy conservation. ✔ Project savings expected from energy retrofits. ✔ We provide the customer, upon corporate review of all data, a Home Energy Score Label that is placed in their breaker box, a full report by e-mail, a written estimate for upgrades, financing options, and Spirit products that will help their energy consumption, and promote sustainable living. We also provide the homeowner a list of Energy Star labeled products that Spirit Foundation offers at a wholesale price to the homeowner, based on the recommendations page of the report. A complete, comprehensive audit, using BPI standards, is offered to the consumer, and is required for most financing options.

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THE HOME ENERGY SCORING PROCESS Visual inspection, data entry into the Home Energy Scoring Tool, and numerical analysis are the three broad types of services that compose Home Energy Scores. Screening is also an important function, which gathers preliminary information that helps to target issues prior to the score. The number of services and their complexity depends on the customer’s commitment, the HESQA’s capabilities, and the requirements of energy rebates among other factors.

Home Energy Scores: The cost of a Home Energy Score is $ 1 9 9.00, depending on the coupon it normally costs the homeowner $25 - $100. The Home Energy Score can be completed via the internet, on your android device (in late 2012), or using a clipboard, and entering data into the Home Energy Scoring Tool at a later date. A complete, comprehensive energy audit usually includes a blower door test and may include computer modeling, based on the equipment available by the HESQA. Pre-Screening and Surveys Many energy conservation programs include screening, which is a preliminary evaluation of customer needs that requires less effort than more comprehensive audits. You are assigned a Home Energy Score Specialist. She/he will be pre-screening the homeowner prior to your arrival. The goal of screening is to gather information prior to arriving at the home. Screening results in information for QA processes, review for accuracy, and homeowner comfort.

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Page 3 of the HEScore gives the homeowner a list of “NOW� upgrades, as well as Energy Star products that can be purchased now, or in the future, for saving energy. This is the page you will use to write your estimate upon within 72 hours from Home Energy Score completion.

We will offer the customer the Energy Star products through Spirit Foundation, at 5% above our wholesale cost. You will receive a separate manual with customer pricing, and commission schedule of the products available, based on the Home Energy Score results.

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The HESQA field guide has been created to help you complete Home Energy Scores efficiently and effectively. If you follow the procedures outlined within this field guide and the administrative process, you will be successful as a Home Energy Score Qualified Assessor. Spirit Foundation prides itself in customer service. We are making lifetime customers. These homeowners need to feel comfortable, and pleased with your appearance, and your time spent with them in the home. A lifetime customer means you, as a HESQA will receive residual income from future products and services directly from manufacturers and suppliers. As new products become available, you will be notified to offer these products to your clients, friends, family, and others.

Apparel: We require you wear your badge at all times, and dress appropriately. Wear your Home Energy Score Qualified Shirt. If you have questions about “appropriate dress”, please call the office. The Home Energy Score Specialist in the corporate headquarters has already e-mailed the homeowner your picture, as well as completed a “screening” interview regarding the home and process. This allows the homeowner to recognize you, and feel comfortable in their home. We will provide you basic information regarding the home. (Gas, electric, oil, heating, cooling, year built, etc.) You can always review the information, or call the office, if you have questions.

Get ready to SCORE!

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PROCEDURES Before you arrive at the home, you will call the homeowner one hour before and tell them, “I’m on the way”. You will not answer any questions at this point. Prior to your phone call, the office has spoken to the homeowner several times. 1. When you arrive at the home, you will have to know which direction the home faces, and put on your disposable shoe coves. The direction of the home goes into the scoring tool. 2. You will then show the homeowner your badge and picture, and then call the office at 512-520-5551 and a Home Energy Score Specialist will ask the homeowner to verify: A. You are the same individual in the picture. B. That you have arrived on time. 3. The homeowner will sign the “financial disclosure” if you are also a contractor, liability waiver, and any other document required in your state, at that time.

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CHAPTER 2:

EXTERIOR

1. You will begin entering data on your I-phone, I-pad, other electronic device, or the paper data collection sheet. a. Explain to the homeowner you are going to step outside and walk around the house, doing an exterior inspection of the premises. c. You are looking and gathering information about windows, (types of windows), siding, doors, a/c, roof color, type of roof, skylights, wall characteristics, foundation type, etc. d. The exterior inspection will be the time that you review the A/C unit (see different pictures in Chapter 4 ), number of windows and “sight” measurement of windows, roof color, finish, absorbency level, etc. (also review any insulation visible – crawl space insulation, other) e. If you see an animal that looks like it has access to the attic (squirrel, raccoon, possum, snakes, spiders) prepare yourself for any “encounters”.

If it is not safe, do not enter the attic/crawl space.

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CHAPTER 3:

INTERIOR Now you enter the home, and begin the interior portion of the Home Energy Score data collection.

1. Measurements need to be taken of the conditioned area of the complete home, ceiling height averages and square footage. Number of bedrooms is determined at this time, as well as look at ductwork to see if the home has been air sealed, or insulated. If there are ducts in a space WITH VENTS it IS conditioned. If ductwork does not have a vent, then it is NOT conditioned. If you run into a question you do not understand, or determine, call the office and speak to a specialist. 2. You can always draw the area of the home on the back of the data collection sheet, if this helps you in measuring bedrooms, and other rooms. 3. Look at the windows inside, and confirm measurements and type of window. 4. You are going to then check the insulation level by wall thickness and year built. You can refer to the pictures in Chapter 7 for types of insulation and R-values. If you have an issue, or question, call the Home Energy Score Specialist at any time. 5. Next, you will determine the attic insulation, and do a visual inspection of the attic space. This visual inspection will include the amount and type of insulation to

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determine R-value, and if there is a radiant barrier present. This is when you determine if the attic is conditioned, or unconditioned. 6. Next, you will look at the heating system to determine type (gas, electric, etc. and efficiency level, date of manufacturer). This information is normally on the tag, or label of the appliance. Call if you need assistance. 7. Look at the water heating system next, and determine the type, and efficiency, date of manufacturer, etc. The first few scores will take you around and hour and a half to complete. Don’t get frustrated, as you will get faster with completing the scores. Remember, we are here to help you, and anytime you have a question or concern, or are in an unsafe situation, please call the Home Energy Score Specialist. Once you collect all the data needed for a complete score, you will call the office and let them know you have completed the Home Energy Score, that you will be e-mailing the office the results for review, and that their score will be received within 24 hours.

FINAL STEP: CALL THE OFFICE BEFORE YOU LEAVE!

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The Home Energy Score Specialist will verify the e-mail address of the customer, and complete a brief survey of your politeness, professionalism, and answer any concerns or questions. At this time, we also offer the homeowner a full, comprehensive audit, financing options, and introduce them to SPIRIT products and other services you offer. If you have completed the Home Energy Score using an electronic device, you will then send the completed score to the office at info@homescore.org, if not you will e-mail the report within 24 hours. The homeowner will be notified of our partnership with Energy Star, Water Sense, and the Wounded Hero Project. Please remind the customer that a Quality Assurance review is completed on-site of 5% of all scores, and they will be notified if their home is chosen randomly.

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Field Guide Volume 1