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Amendment No. 1 to RFx No.3160007422, Certified Quality Control Inspection Services

INVITATION FOR BIDS (IFB)

RFx No. 3160007422

Certified Quality Control Inspection Services

Amendment #1 Questions & Answers attached.

Please acknowledge receipt of Amendment #1 by returning it, along with your IFB Response, by

Wednesday, September 3, 2025, by 2:00 PM., CT. This acknowledgement should be enclosed in your response.

Failure to submit this acknowledgement may result in rejection of the response.

Name of Company

Authorized Official’s Typed Name/Title

Signature of Authorized Official Date (No stamped signature)

Should an amendment to the IFB be issued, it will be posted on the MDHS website (www.mdhs.ms.gov) in a manner that all respondents will be able to view. Further, respondents must acknowledge receipt of any amendment to the solicitation by signing and returning the amendment with the response, by identifying the amendment number and date in the space provided for this purpose on this form, or by letter. The acknowledgment must be received by MDHS by the time and at the place specified for receipt of responses. It is the respondent’s sole responsibility to monitor the website for amendments to the IFB.

Amendment No. 1 to RFx No.3160007422, Certified Quality Control Inspection Services

Amendment #1 Questions & Answers

Certified Quality Control Inspection Services

RFx No. 3160007422

1. Do you have a projected number of planned jobs and Quality Assurance Inspections for each

LIWAP agency?

Yes, the total number of planned jobs is 79. This will cover the PY2023, PY2024, & PY2025 IIJA & Formula grants

Agency breakdown:

Lift-7

Multi-County-16

Northeast-9

POI-8

South Central-29

WWISCAA-10

2. Are the desk reviews only to be performed on the 10% of jobs we are doing the Onsite Technical Audits on?

Yes

3. Is a copy of the Mississippi Weatherization QCI On-Site Post Inspection Form available for us to review?

Yes, see following pages.

4. The IFB has a requirement for a Performance Bond. Is this going to be required on this contract?

Yes

Mississippi Weatherization QCI On-Site Post Inspection Form

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Table A: GENERAL DATA

Client: __________________________________

Street: _____________________________ Apt: _____

City: ____________________ State: MS Zip: _______

County: ____________________

BA/EA: ___________________________________

Audit Date: ________________________________

Date of Const: ____________

# Bedrooms: ____ # Occupants: ____ # Full Baths: ____

# Conditioned Floors: ______ Conditioned Ft2: ______

Conditioned Ft3: _____ Cond. Above Grade Ft: ______

Job #:

Home Type:

Heating fuel:

Foundation

Type

Heat System location:

DWH Fuel:

A/C Exists:

Smoke Alarm:

CO Alarm:

___ Single family (SF)

___ Mobile home (MH)

___ Multi-family (MF)

___ N/G ___ Electric

___ Propane ___ Wood

___ Oil

___ Slab ___ Crawl

___ Basemt ___ Cond.

___ Unintentionally Cond.

___ Attic ___ Crawl

___ House ___ Cond.

___ Ucond

___ Gas ___ Electric

___ Propane ___ Wood

___ Oil

___ Yes ___ No

___ Win ___ Cent

___ Yes ___ No #___

___ Yes ___ No #___

Table B: FUNDING SOURCE

Identify services provided by: DOE FUNDING LIHEAP FUNDING

Materials: $ ______________

Labor: $ ______________

Health & Safety: $______________

Incidental Repairs: $______________

Cent. A/C & Heating: $______________

Landlord Contribution: $______________

Others: $______________

Total: $ ______________

Materials: $ ______________

Labor: $ ______________

Health & Safety: $ ______________

Incidental Repairs: $ ______________

Cent. A/C & Heating: $ ______________

Landlord Contribution: $ ______________

Others: $ ______________

Total: $ ______________

Table C: HEALTH & SAFETY

Did the Building Analyst/Energy Auditor correctly identify the following H&S/IRM’s? YES/NO/NA

Lead: Y N NA__

PACM/Vermiculite: Y N NA__

Unsafe Elec. Junction: Y N NA__

Unvented Heater: Y N NA__

Mold/Mildew: Y N NA__

Structural Problem: Y N NA__

Biological Hazard: Y N NA__

Pest Intrusion: Y N NA__

Comb. Vent Issues: Y N NA__

Gas Leak: Y N NA__

Plumbing Leak: Y N NA__

Roof Leak: Y N NA__

Standing Water: Y N NA__

Open Sump Pit: Y N NA__

Bare Dirt Floor: Y N NA__

Water Staining: Y N NA__

Humidifier Use: Y N NA__

Radon: Y N NA__

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Table D: PHOTO CHECKLIST- Did the Building Analyst/Energy Auditor provide legible Photo’s? YES/NO/NA

All Exterior Sides: Y N NA__

All Appliance Labels: Y N NA__

Subspace: Y N NA__

Attics: Y N NA__

H&S/IRM items: Y N NA__

All insulation levels: Y N NA__

All Windows/Doors: Y N NA__

Ducts: Y N NA__

Chimney/Flue: Y N NA__

Roof: Y N NA__

Accesses: Y N NA__

Elec. Breaker/Fuse Box: Y N NA__

Gutters/Drainage: Y N NA__

Diag. Test Results: Y N NA__

Table E

IDENTIFIED ISSUES/COMMENTS/DEFERRALS/H&S CONCERNS

AIR/DUCT LEAKAGE & VENTILATION

T1 BLOWER DOOR TEST DATA TARGET: CFM 50

Depressurization

Y / N

Basement Included in Envelope?

Y / N / NA

Date Temp

ID/OD

Baseline Ring Used CFM 50 w/o Base

CFM 50

w/Base

BA/EA (Pre) Contractor (CL)

QCI

T2 VENTILATION (ASHRAE 62.2, Check via Red Cal to see if Ft2, building height, infiltration, etc.

information was properly calculated?)

BA/EA (Pre) Whole House Ventilation Target

(ASHRAE 62.2)

CFM:________

QCI Whole House Ventilation Target

(ASHRAE 62.2)

CFM:________

Vented OW Add Fan? BA/EA CFM CL CFM QCI CFM

Kitchen Bath 1 Bath 2 Bath 3

WHV

Comments: _______________________________________________________________________

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T3 Zonal Testing PA WRT House @ 50

BA/EA CL QCI

ATTIC Y N NA

CRAWL/BASE Y N NA

GARAGE Y N NA

COMMENTS:___________________________________________________________________________

T4 PRESSURE PANS

Location BA/EA CL QCI

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

RETURN Y N NA

COMMENTS:_________________________________________________________________________

T5 – WALLS FRAMING = BALLOON/PLATFORM

Code Size (LxW) Gross Area Depth OC” Siding Buff QCI

2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA

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Comments: _____________________________________________________________________

T6 – Foundation Block /Concrete/Rubble/Others______________

Code Size (LxW) Gross Area Depth % AG Siding BA/EA QCI

Y N NA

Y N NA

Y N NA

Y N NA

Y N NA

Comments: ________________________________________________________________________________

T7 – FLOORS/BELLY/SILLS

Code Size (LxW) Gross Area Framing OC” Siding BA/EA QCI

2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA Comments: ________________________________________________________________________________

T8 – ATTICS

Code Size (LxW) Gross Area Framing OC” BA/EA QCI

2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA 2 x ___ Y N NA

Comments: ________________________________________________________________________

T9 – DOORS

Code Size (LxW) Type Storm W/S Leakage QCI

Y N G B Y N NA

Y N G B Y N NA

Y N G B Y N NA

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Comments:____________________________________________________________________________

T10 – WINDOWS

Code Size (LxW) Glass Storm Frame Leakage QCI

SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA SP DP TP LowE Y N M V W Y N NA Comments: _________________________________________________________________________

T11 – REFRIGERATOR/FREEZER DATA [KWh/(Min/60)] x 8760

(HxWxD) Model # Location Met. Min Met. KW KW/yr QCI

Y N NA

Y N NA

Y N NA

Comments:__________________________________________________________________________

T12 – COOLING SYSTEMS

BA/EA QCI

# of systems Y N NA Type W or C A/C or HP Y N NA

Model # Y N NA

SEER Y N NA

HSPF Y N NA

KBTU Y N NA

Comments:___________________________________________________________________________

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T13 – HEATING SYSTEMS COMBUSTION/APPLIANCE DATA

Primary Heating - % Secondary Heating - %

Type:

FUEL

Mod #:

KBTU:

TEST RESULTS TEST RESULTS

BA/EA QCI BA/EA QCI

Vent. Cond. Vent. Cond.

Category Category

Smoke # Smoke #

O2/CO2 / / O2/CO2 / /

CO AF/AM / / CO AF/AM / /

Spillage Time Spillage Time

Stack Temp. Stack Temp.

SSE % SSE %

QCI Must Indicate if Testing Pass or Fail

Comments:__________________________________________________________________________

T14 – CAZ WORST CASE TEST PASS or FAIL

BA/EA-PA QCI-PA

Baseline

Exhst fans on

Doors O/C

FA On

Doors O/C

CAZ WC

T15 – DOMESTIC WATER HEATER

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TEST RESULTS

Vent. Cond. W C W C

Smoke #

O2/CO2 / /

CO AF/AM / /

Spillage Time

Stack Temp.

SSE %

Gallons

Water Temp

Tank R-Value

Pipe ins. Y / N Y / N

QCI Must Indicate if Testing Pass or Fail

Comments:_________________________________________________________________________

T16 – GAS RANGE/OVEN TEST – LP / NG

Oven CO

Rng Top CO / / / / / /

QCI Must Indicate if Testing Pass or Fail

Comments:_________________________________________________________________________

T17 – DRYER: Elec NG LP

Vented? Y N Y N

Vented Insul? Y N Y N COO (Gas)

Comments:__________________________________________________________________________

T18 – UNVENTENTED SPACE HEATER

Location Make Model # Gas

Shutoff

Primary (P)

Secondary (S)

Ventable BA/EA

CO PPM

QCI

CO PPM

Y / N P / S Y / N

Y / N P / S Y / N

Y / N P / S Y / N

Y / N P / S Y / N

Y / N P / S Y / N

Y / N P / S Y / N

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Comments:_________________________________________________________________________

T19 – WORK ORDER MEASURES LIST P / F

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

19.

20.

All identified costs (CFL/LED bulbs, flow restrictors, etc.) are entered Y N NA

Are there any measures in the work order that are not include in the software energy audit outcome?

Y N NA

Do all measures in the work order contain a target (CFM, R-value, U-value, etc.)? Y N NA Does the work order contain references to the MS Field Guide? Y N NA

T20- INSTALLATION STANDARD CHECKLIST

ATTICS

Markers Y / N / NA (4.1005.2a)

Flags Y / N / NA (4.1005.2a) Ins. Dame Y / N / NA (4.1005.2a)

Vent Baffles, Y / N / NA (4.1001.4a)

Ins. Cert. Y / N / NA (4.1005.2d)

KNEE WALLS

Backing Y / N / NA (4.1004.1a)

Air Sealed Y / N / NA (4.1004.1a)

Seal Under Y / N / NA (4.1005.2b

ACCESSES

Air Sealed Y / N / NA (4.1106.2b)

Insulated Y / N / NA (4.1106.2a)

Dam Y / N / NA (4.1106.2a)

DUCTS

Sealed Y / N / NA (3.1602)

Insulated Y / N / NA (4.1601)

CRAWLSPACE

Ins. Cert Y / N / NA (4.1301.1d)

Crawl Info. Y / N / NA (2.0701.2)

Vapor Ret. Y / N / NA (2.0403)

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VENTILATION

Fan Sone Y / N / NA (6.6288.1)

Ducts Ins. Y / N / NA (6.6002)

Duct Seal Y / N / NA (6.2002.1)

Termination Y / N / NA (6.2002.1)

OTHERS

Y / N / NA

Y / N / NA

Y / N / NA

Y / N / NA

Y / N / NA

Date T21– REWORK/CALLBACK/REPAIR Citation Done

T22– QCI CLIENT FILE FOLDER REVIEW

PART I FILE FOLDER REVIEW (QCI must review section for all forms and required signatures)

Y N NA

1. Did the BA/EA complete the Weatherization file folder checklist? Y N NA

2. Client File Summary Sheet Y N NA

3. Historic Preservation Form Y N NA

4. Client Notification Letter. Y N NA

5. Client Health Condition Form Y N NA

6. Roma client Intake form. Y N NA

7. Proof of Income or Signed Notarized statement for Individuals with no income. Y N NA

8. Deed or Tax Assessor Statement Y N NA

9. Selection Tool Y N NA

10. 12 Month print out of energy bills. (Light and Gas bills) Y N NA

11. Disaster Declaration Form. (if applicable) Y N NA

12. Copy of valid Driver License, Certified Identification Y N NA PART II FILE FOLDER (QCI must review section for all forms and required signatures) Y N NA

1. Walk-Away/Deferral Form. Y N NA

2. Notification of Health and Safety Form. Y N NA

3. Radon Form Y N NA

4. Lead Base Paint Form. Y N NA

5. Mold Notification Form. Y N NA

6. Space Heater Consent Form Y N NA

7. Space Heater Policy. Y N NA

8. WAP Home Energy Assessment Checklist Form.. Y N NA

9. Pre-Inspection pictures of home (Mandatory) Y N NA

10. Picture of Pre Blower Door Reading (Mandatory) Y N NA

PART III FILE FOLDER REVIEW (QCI must review section for all forms and required signatures)

Y N NA

1. NEAT-MHEA Audit Y N NA

2. Home Owner Agreement. (Agency Copy). Y N NA

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3. Contractor Agreements. (HVAC & Contractor). Y N NA

4. Copy of Purchase Orders for Materials. Y N NA

5. Material List and Material Form. Y N NA

6. Material Certification Form. Y N NA

7. NEAT/MHEA Audit Scope of Work Y N NA

8. Owner Agreement for Rental Property Y N NA

PART IV FILE FOLDER REVIEW (QCI must review section for all forms and required signatures)

Y N NA

1. Vendor Receipts. Y N NA

2. Change Order Form. (Changes made to P.O.) Y N NA

3. Contractor Invoices. Y N NA

4. Material Transfer Form. Y N NA

5. Labor Invoice. Y N NA Comments:__________________________________________________________________________

PART V FILE FOLDER REVIEW (QCI must review section for all forms and required signatures)

Y N NA

1. Weatherization Health & Safety Review Checklist. Y N NA

2. Client Safety Education Checklist. Y N NA

3. QCI Post Inspection Form. Y N NA

4. Post Inspection Pictures. (Mandatory) Y N NA

5. Picture of Post Blower Door Reading. (Mandatory) Y N NA

6. Final Inspection Partnership Agreement Y N NA

Comments:________________________________________________________________________

T23– QCI NEAT/MHEA SOFTWARE ENTRIES AUDIT REVIEW

Did the BA/EA correctly collect, document and input data for the following areas of the

NEAT/MHEA Audit?

Y N NA

1. Client/ Contact Information Y N NA

2. Was the “Shell” properly documented and input into software? Y N NA

a. Walls Y N NA

b. Windows Y N NA

c. Doors Y N NA

d. Unfinished Attics Y N NA

e. Finished Attics Y N NA

f. Foundations-(Does footprint drawing of each floor contain adequate dimensions? Y N NA

g. Floor Y N NA

h. Ceiling Y N NA

3. Was the “Heating Unit” properly documented and input into software? Y N NA

a. Primary Y N NA

b. Equipment Type Y N NA

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c. Manufacture Y N NA

d. Fuel type Y N NA

e. Model Y N NA

f. Was Unit evaluated properly? Y N NA

4. Was the “Cooling Unit” properly documented and input into software? Y N NA

a. Year Manufactured Y N NA

b. Equipment Type Y N NA

c. Manufacture Y N NA

d. Fuel type Y N NA

e. Model Y N NA

f. Was replacement recommended? Y N NA

g. Floor area cooled (sq ft.) Y N NA

h. Capacity (kbtu/hr) Y N NA

i. SEER Y N NA

j. Was unit evaluated properly Y N NA

5. Was the “Ducts/Infiltration” properly documented and input into software? Y N NA

a. Air Leakage Rate (cfm) Before Weatherization: _______ @ House Pressure (Pa) ____ Y N NA

b. Target or Actual Air Leakage Rate (cfm) After Weatherization: _______ @ House

Pressure (Pa) ____

Y N NA

c. Cost Infiltration Reduction: $_____________ Y N NA

6. Was the “Baseloads” properly documented and input into software for the following? Y N NA

a. Water Heater Y N NA

▪ Input Data for Existing Equipment Y N NA

▪ Shower Heads Y N NA

▪ Replacement (If Applicable) Y N NA

b. Refrigerator Y N NA

▪ Input Data for Existing Equipment Y N NA

▪ Consumption Data Y N NA

▪ Replacement (If Applicable) Y N NA

c. Lighting Y N NA

▪ Input Data for Existing Incandescent Light Y N NA

▪ Replacement CFL’s or LED’s Y N NA

7. Was “Health & Safety” properly documented and input into software for the following?

Y N NA

a. Whole House Ventilation Fan Y N NA

▪ Smoke Detectors Y N NA

▪ CO Monitors Y N NA

▪ Carbon Monoxide Measurements Y N NA

b. Equipment Y N NA

▪ Worst Case Condition Draft Measurements Y N NA

▪ Cook Stove Y N NA

▪ Wood Stove/Fireplace Y N NA

▪ Exhaust Fans Y N NA

▪ Clothes Dryer Y N NA

c. Itemized Cost Y N NA

d. Measures Y N NA I verify that all work on this home complies with all applicable requirements, and that I have conducted this inspection in compliance with DOE requirements.

QCI Printed Name: Signature:

BPI Certification #: Date:

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INSTRUCTIONS

Table A – GENERAL DATA

• Quality Control Inspector (QCI) must review client file, circle Y N or NA ensuring that the Building Analyst (BA) or Energy Auditor (EA) captured all applicable information for a client’s home evaluation, such as address, client ID, auditor’s name, etc. Most of the abbreviations should be self-explanatory, however here is a list:

SF - Single-Family (site-built)

MH - Manufactured Housing (including doublewide homes, but not modular)

MF - Multifamily Housing (any building containing 5 or more units under the same roof)

Cond. - Conditioned - meaning it is intentionally heated or cooled the majority of the year

UnCond. - Unconditioned - not intentionally heated or cooled the majority of the year.

DWH - Domestic Water Heater

Elec - Electric

NG - Natural Gas

LP - Liquid Propane

A/C - Air Conditioning

Win - Window units (room cooling).

Cent. - Central system (provides cooling for the entire home)

CO - Carbon Monoxide

Table B - FUNDING SOURCE

• QCI must review Client File Summary Sheet, ensuring that the BA/EA recorded all applicable expenditures as they relate to DOE/LIHEAP funds utilized to address dwelling. (QCI must record final review expenditures in this section)

Table C - H&S/IRM (MWFG, Ch. 2.1.2, page 73)

• QCI must review Client File, circle Y N or NA, ensuring that the BA/EA recorded all potential IRM or H&S items that may need to be addressed. This is not an exhaustive list but contains many of the most common issues. Issues that are not included may be noted in Table E. Any checklist item that is identified during the audit should be detailed in Table

E. (QCI must compare Table E to this section)

Table D - Photo Checklist

• QCI must review Client File, circle Y N or NA, ensuring that the BA/EA provided legible photos of all necessary items/areas of the home according to the Energy Audit Photography

Guidance. This list includes primary items that must be photographed but is not exhaustive.

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INSTRUCTIONS CON’T

Table E - Identified Issues/Comments/Deferrals/H&S Concerns (MWFG, Ch. 2.2.3, page

76)

• QCI must review Client File, ensuring that the BA/EA clearly detail any issues noted in

Table C, including anything that would lead to deferral or that will require repair measures to be included in the work scope. (QCI must record and verify identified conditions)

AIR/DUCT LEAKAGE & VENTILATION

T1 Blower Door Test Data TARGET: CFM 50

QCI must complete this section according to the following:

• Target - Pre-Audit blower door measurement and the home’s square footage will determine the Target for air sealing, which are as follows:

>5000 cfm50 = ft2/2 cfm

5000 – 3000 cfm50 = ft2/1.5 cfm

2999 – 1500 cfm50 = ft2/1 cfm

<1500 cfm50 = ft2/.75 cfm

Any home at or below .75 cfm/ft2 target is to have a target of 10% reduction. All homes must have an infiltration reduction of at least 10%.

Example: Square footage of home is 1500 ft2 and the Pre blower reading is 3500 cfm50, 3500 cfm50 is between 5000 – 3000 cfm50, therefore, your multiplier is 1.5, multiply 1500

* 1.5 to determine the target, which is equal to 2250 cfm50. 2250 cfm50 represent the measured leakage @ 50pa in RED Calc. (MWFG Ch. 9)

• Record whether the house was depressurized (Y) or pressurized (N) during air leakage testing. This should be performed the same way for each subsequent test.

• Record whether the basement or other subspace (i.e. crawlspace) was included in the thermal/pressure envelope of the house when work was complete. Remember, if the subspace was included in the envelope, the conditioned space will be considered for the rest of the calculations such as square footage, volume, etc.

• Altitude - This is used to normalize flow rates based on air density and should be recorded for the site based on feet above sea level.

• Temp ID/OD - Record temperature in Fahrenheit for both the indoors (ID) and outdoors

(OD) at the time of the test. This is also a factor in normalizing flow rates based on temperature differences.

• CFM50 with and without the basement/subspace (Base) is included if a door exists between the main living space and the subspace to help determine if the subspace should be included in the envelope or not. If you do not have a subspace that could be included in the envelope

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• QCI must include the results of the initial Energy Audit (BA/EA), In-Process, when air sealing is finished (CL), and at the final inspection (QCI).

Table 2 – Ventilation (MWFG, Ch. 9, page 373)

• QCI must verify the ventilation fan information recorded by the BA/EA, CL and document final results on all exhaust/supply fans that are intended to be included in ASHRAE 62.2-

2016 calculations. This includes every kitchen, every full bath (meaning contains shower or bathtub), and any Whole House Ventilation (WHV) that might exist either at the audit or at the end of the project.

• QCI must note whether or not the fan is properly vented to the outside, if there is an

Operable Window (OW) in the room where it exists, whether a fan was added to the room according to the NEAT/MHEA work order, and record the measured CFM at each stage of the project (BA/EA, CL, & QCI)

Table 3 - Zonal Testing (MWFG, Ch. 12.4.3, page 515)

• These tests are always conducted with the house either pressurized or depressurized by a blower door to 50 Pascals (PA) difference with reference to the outside (WRTO). Primary zones to be tested are spaces that are usually outside the envelope, or that may be considered for sealing to the outside of the home. This is not to be confused with room to room pressure testing which is done with the air handler or ventilation system running, not the blower door. There are blank spaces for recording other spaces that may be tested. QCI must conduct testing to verify the measurements provided by the BA/EA, and CL if applicable. Circle Y, N, or NA indicating if area was tested and recorded correctly.

Table 4 - Pressure Pans (MWFG, Ch. 8.13.1, page 332)

• This table is used to record the pressure testing performed on the duct system with the blower door at 50PA WRT to the outside. Record an accurate location description to make testing repeatable and do not forget to test return ducts as well. QCI must conduct testing to verify the measurements provided by the BA/EA, and CL if applicable. Circle Y, N, or

NA indicating if area was tested and recorded correctly.

SHELL DATA

Table 5 – Walls – QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all exterior walls that are not part of the foundation

• Use the naming “code” that matches the labeling in the sketches on the previous pages

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• Record the On Center (OC) spacing of studs in inches

• Siding - Type (i.e. vinyl, brick, stucco, etc.)

• Buff - Note if the wall is buffered (adjoins a non-conditioned space that is mostly airtight to the outdoors)

• R-value as visually and physically verified for each stage (BA, EA, QCI)

Table 6 – Foundation- QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all foundation walls, including crawlspaces, etc.

• Depth is the thickness of the walls

• % AG - Indicate the percentage of the wall that is Above Grade (AG)

Table 7- Floors/Belly/Sills- QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all floors, or belly(s) if a manufactured home, and any sill areas that exist.

Table 8 – Attics - QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all attics above conditioned space, or that will be above conditioned space when the weatherization is complete.

Table 9 – Doors- QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all exterior doors

• Note if there is a storm door, and the condition (good/bad - G/B) of the Weather-stripping/Sweep (W/S)

• Record the overall leakage of the component (Very Tight, Tight, Average, Leaky, Very

Leaky).

Remember that any leakage condition other than “Average” requires photo documentation.

Table 10 – Windows- QCI must record the BA/EA per-measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Use this table to describe all exterior windows.

• Glass types are Single Pane, Double Pane, Triple Pane, and LowE (SP/DP/TP/LowE)

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• Note if there is a storm window, and the window frame type Metal/Vinyl/Wood

(M/V/W)

• Record the overall leakage of the component (Very Tight, Tight, Average, Leaky, Very

Leaky).

Remember that any leakage condition other than “Average” requires photo documentation.

Table 11 - Refrigerator/Freezer Data- QCI must record the BA/EA per-metered measurements and conduct testing to verify the measurements. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Record the data for any refrigerator or freezer that you may consider replacing

• Include the Metered (Met.) data if you collect it. If not, the KW/yr should be based on an approved data source.

Table 12 - Cooling Systems- QCI must record the BA/EA per-data and conduct testing to verify provided data. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Record the total number of systems that exist in the home. If more than one system exists, attach additional model numbers and performance data to the audit form on another page.

• Record the type of units that exist. Window or Central (W or C) and whether the unit is only an Air Conditioner (A/C) or a Heat Pump (HP)

• Mini-split units that provide cooling for the entire home should be considered as

“Central”, but if only for a portion of the house then as a Room or “Window” unit.

• Be sure to record the Model Number if legible as this is the source of all the performance data for the unit. If the Model Number is not legible, then estimate the age to determine modeling inputs accurately.

• KBTU should be accurately determined from the Model Number or label.

• Be sure to include a picture of all labels in the client file.

COMBUSTION/APPLIANCE DATA (MWFG, Ch. 8, page 257)

Table 13 - Heating Systems QCI must record the BA/EA per-data and conduct testing to verify provided data. QCI Must Indicate if Testing Pass or Fail

This table is used to record all data for heating systems. If the system is all electric, you will not record data in the test results that do no apply, but fill in all blanks with N/A.

• % - Be sure to record the percentage (%) of the home’s floor area the unit heats.

• If more than two heat sources exist, attach additional copies of the table to the audit form as needed.

• Type - Refers to the system type; i.e. Forced Air (FA), Hydronic (Boiler), etc.

• Be sure to accurately record the model number of all units

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• KBTU must be recorded for all systems. If Electric, convert KW to KBTU with this formula (KW x 3412)

• Vent Cond. - Used to record if the chimney/flue vent is Warm or Cold (W/C) based on BPI 1200 standards.

• Category - The heating appliance category number (1-4) based on NFPA standards.

• Smoke - Testing is usually only performed on Oil units. If not an Oil unit, mark this cell with N/A.

• 02/CO2 - This data is useful for efficiency tuning and should be recorded when possible.

• CO - Carbon Monoxide (CO) parts per millionth (PPM) Air Free (AF or COO) and

As Measured (AM).

• Spillage time - Record in minutes and seconds (0:00) for each appliance that is vented.

• Stack Temperature - Record the flue gas temperature that is leaving the heating unit through the chimney or flue vent in Fahrenheit.

• SSE% - Steady State Efficiency percentage (SSE%) is the calculated efficiency that a combustion analyzer provides for the heating system. Record this to the first decimal place (0.0)

Table 14 - CAZ Worst Case Test- QCI must record the BA/EA per-data and conduct testing to verify provided data. QCI Must Indicate if Testing Pass or Fail

• Record results in Pascals (PA) and note either negative or positive numbers (-/+) with reference to outside

• There is a line for each step and each step should be recorded. BPI 1200 is the minimum testing standard

Table 15 - Domestic Water Heater- QCI must record the BA/EA per-data and conduct testing

• This table mimics the heating system table with a few additions

• Gallons - The water heater capacity in gallons

• Water Temp - Record water temperature in Fahrenheit at the tap closest to the water heater

• Tank R-value - Record total R-value of the water heater tank insulation

• Pipe Ins. - Record whether or not pipe insulation is currently installed on accessible water heater pipes

Table 16 - Gas Range/Oven Test- QCI must record the BA/EA per-data and conduct testing

• Note whether the range and oven are Natural Gas (NG) or Liquid Propane (LP)

• If electric, write “N/A - Elec.” In the table

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• Record the steady state CO as measured for the oven

• Record the steady state CO as measures for the range top (Rng Top CO) if testing is performed. Record the stove top measurements in a clockwise order starting with the front left burner.

Table 17 – Dryer- QCI must record the BA/EA per-data and conduct testing to verify provided data. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Record the fuel type of the dryer; i.e. Electric (Elec), Natural Gas (NG), or Propane (LP)

• Note if the dryer is vented correctly according to the Standard Work Specifications (SWS

6.6005.1)

• Note if the venting of the dryer is insulated (Vent Insul?) in unconditioned space

If the dryer is a gas unit, record the Air-Free Carbon Monoxide (COO) measurement

Table 18-Unvented Space Heaters (MWFGF, Ch. 8.5, page 285, SWS 2.0202.1)- QCI must record the BA/EA per-data and conduct testing to verify provided data. Circle Y, N, or NA indicating if measurements and other areas of this table were recorded correctly.

• Loc: Indicate the location of the unvented space heater.

• Make: Note the manufacturer of the unit.

• Model #: Record the model number of the unvented space heater, not the serial number.

• BTU Input: Record the BTU input (in BTU/hour) from the nameplate.

• Ventable: Circle “Yes” or “No” to indicate the presence of a removable plate that will expose an exhaust hole that will enable the existing unvented space heater to be vented.

• CO: Record the results of the carbon monoxide test (in parts per million, ppm).

• Primary or Secondary: Circle one to indicate of the unvented space heater is the primary heat source, or a secondary source of heat.

• Gas Shutoff: Circle “Yes” or “No” to indicate the presence of a gas shutoff valve.

• Gas Leak: Circle “Yes” or “No” to indicate the presence of a gas leak as determined by a gas sniffer. If the gas sniffer confirms a gas leak, note the exact location of the leak so that it can be fixed.

• Comments: Make notes about which units were repaired, removed, replaced, or vented.

(See work order)

Table 19 - Work Order Measures List- QCI must review the BA/EA NEAT/MHEA Audits recommended measures. And follow guidelines below:

• This table should record the final work order listed in the order that the audit recommended the measures

• Targets, bag counts, square footages, R-values, etc. should be included in the measures list for clarity

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• (P/F) - Pass/Fail should be noted in the second column for each measure at the initial inspection. Any failed item should be detailed in Table 22 for rework.

Table 20 - Installation Standard Checklist QCI must ensure that measures were installed according to the SWS’s. Circle Y, N, or NA (See additional guidance below)

• This list includes common Standard Work Specification (SWS) items to be verified. The location of these SWS items are noted in the Citation column. This is not an exhaustive list, but many of the main items are included. There are some empty rows that allow the

QCI to include items that are specific to this project for verification.

Table 21 - Rework/Callback/Repair- QCI Must:

• Record the date the measure failed

• Detail the repair needed

• Note the citation number from the SWS or your Field Guide for the reason it failed inspection

• Once the rework is completed, check the box in the “Done” column to verify completion as the QCI

Table 22 - QCI Client File Folder Review

• QCI must conduct a complete file folder review and circle Y, N or NA on listed documents in sections 1-5.

Table 23 - QCI NEAT/MHEA Software Entries Audit Review

• QCI must conduct a NEAT/MHEA Audit review and circle Y, N or NA to verify if the

BA/EA recorded data properly.

• This is the final sign-off by the BPI certified Quality Control Inspector (QCI) for the project. This should not be completed until all installed measures are completed in compliance with all program requirements, the Audit Checklist is complete, and the project is ready to be closed out.

• The QCI printed name, signature, certification #, and date must be legible for the project to be closed out and accepted by DOE for payment.