Energy Advisor Workshop Manual
Transcription
Energy Advisor Workshop Manual
EnerGuide for Houses: Energy Advisor Workshop Manual December 2005 EnerGuide for Houses: Energy Advisor Workshop Manual Produced by Natural Resources Canada Office of Energy Efficiency EnerGuide for Houses EnerGuide is the official Government of Canada mark associated with the labelling and rating of the energy consumption or energy efficiency of household appliances, heating equipment, air conditioners, houses and vehicles. EnerGuide for Houses (EGH) offers home energy evaluations by unbiased, qualified and licensed EGH contractors in communities across Canada. Energy advisors use their expertise in combination with energy modelling software to prepare a report to help dwelling owners plan for energy efficiency renovations to an existing house or to help homebuilders and homebuyers make informed decisions while choosing energy upgrades before building a new house.The report includes an EnerGuide label and rating.Visit our Web site at energuideforhouses.gc.ca. EnerGuide for Houses: Energy Advisor Workshop Manual Aussi disponible en français sour le titre : ÉnerGuide pour les maisons : Manuel de formation du conseiller en efficacité énergétique. © Her Majesty the Queen in Right of Canada, 2005 EnerGuide, the EnerGuide for Houses logo, the stylized EnerGuide wordmark and the EG design graphic are all official marks of Natural Resources Canada. The date of issue of each version of the document is: Original: October 1998 Revision 1: July 2001 Revision 2: January 2004 Revision 3: May 2004 Revision 4: December 2005 Some editorial changes were made to this document, in addition to the following revisions: 1. More detailed descriptions of the procedures relative to new houses have been added. 2.The quick depressurization test procedure has been revised. 3.The technical specifications for blower doors have been updated. 4. References to the new "EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos" have been added, where appropriate. 5.The procedure for modelling the heating system using HOT2 XP has been revised. 6. References have been added to new documents outlining the procedures for modelling houses with solar hot water heating, wood-heated houses and multi-unit buildings. This document has been developed for the EnerGuide for Houses workshops, delivered to energy advisors as a part of their certification. It is not for general distribution. For more information about this publication, or to obtain authorization to reproduce it in whole or in part, please write to: EnerGuide for Houses Housing and Equipment Natural Resources Canada 580 Booth Street, 18th floor Ottawa ON KlA 0E4 Telephone: (613) 995-6000 Fax: (613) 996-3764 You can also view or order several of the Office of Energy Efficiency’s publications on-line. Visit our Energy Publications Virtual Library at oee.nrcan.gc.ca/infosource. The Office of Energy Efficiency’s Web site is at oee.nrcan.gc.ca. Recycled paper A N R É AU CA N AD PRI A IMP IM AD T I N CA ED N C O N T E N T S MODULE 1 Introduction to EnerGuide for Houses . . . . . . . . . . . . . . . . . . . . . . . .1 • What is EnerGuide for Houses? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 • Why was EnerGuide for Houses developed? . . . . . . . . . . . . . . . . . .3 • How will EnerGuide for Houses affect your business? . . . . . . . . . . .3 • How to become an EnerGuide for Houses energy advisor? . . . . . . .4 • Who administers EnerGuide for Houses? . . . . . . . . . . . . . . . . . . . . .4 • EnerGuide for Houses workshop . . . . . . . . . . . . . . . . . . . . . . . . . . .5 MODULE 2 Indoor Air Quality,Ventilation and Combustion Spillage . . . . . . . . . . .7 • Indoor air quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 • Moisture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 • Evaluating indoor air quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 • Indoor air quality and energy efficiency . . . . . . . . . . . . . . . . . . . . .10 • Controlling moisture and indoor air pollutant problems . . . . . . . .11 • How much ventilation is required? . . . . . . . . . . . . . . . . . . . . . . . . .14 • What kind of mechanical ventilation system is required? . . . . . . .15 • The dangers of combustion spillage . . . . . . . . . . . . . . . . . . . . . . . .17 • When is combustion spillage a problem? . . . . . . . . . . . . . . . . . . . .17 • What are some of the signs of combustion spillage? . . . . . . . . . . .18 • Air sealing and combustion spillage . . . . . . . . . . . . . . . . . . . . . . . .19 • Dealing with combustion spillage . . . . . . . . . . . . . . . . . . . . . . . . . .19 MODULE 3 Conducting a Blower Door Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 • Blower door test requirement for new houses . . . . . . . . . . . . . . . .21 • What is a blower door? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 • Conducting a blower door test . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 • Blower door test procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 • Results of the blower door test . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 • Blower door test report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 • Air change per hour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 • Equivalent leakage area (ELA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 • The exponent n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 • Correlation coefficient r . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 • Relative standard error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 • Normalized leakage area (NLA) . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 • Communicating test results to the client . . . . . . . . . . . . . . . . . . . .35 MODULE 4 Preparing for the Energy Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . .37 • Conducting the pre-evaluation interview . . . . . . . . . . . . . . . . . . . .37 • Conducting the pre-evaluation interview with the homebuilder . .37 • Closing the interview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 ENERGUIDE FOR HOUSES MODULE 5 Conducting the On-Site Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . .43 5.1 Conducting the On-Site Evaluation of Existing Houses . . . . . . . .43 • Data Collection Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 • Conducting the house evaluation . . . . . . . . . . . . . . . . . . . . . . .43 • Evaluation guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45 5.2 Conducting the On-Site Evaluation of New Houses . . . . . . . . . . .50 • Preparing for the house evaluation . . . . . . . . . . . . . . . . . . . . . .51 • Conducting the house evaluation . . . . . . . . . . . . . . . . . . . . . . .51 • Exterior evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 • Interior evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52 MODULE 6 HOT2 XP: Residential Energy Analysis Software . . . . . . . . . . . . . . . . .54 • File-naming standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 • Default libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55 • Energy performance runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56 • Fuel-cost libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57 • Ventilation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58 • Mechanical system appliances . . . . . . . . . . . . . . . . . . . . . . . . . . . .60 • Help files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 • The EnerGuide for Houses report for existing houses . . . . . . . . . .61 • The EnerGuide for New Houses report . . . . . . . . . . . . . . . . . . . . .62 • Limitations of HOT2 XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63 • Summary of HOT2 XP procedures to produce an EnerGuide for Houses report and label for existing houses . . . . . . . . . . . . . . .64 • Summary of HOT2 XP procedures to produce an EnerGuide for New Houses report and label . . . . . . . . . . . . . . . . . . . . . . . . . .66 MODULE 7 Developing Upgrade Recommendations . . . . . . . . . . . . . . . . . . . . . .68 • Developing upgrade recommendations . . . . . . . . . . . . . . . . . . . . .68 • Ventilation recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70 • Heating system recommendation . . . . . . . . . . . . . . . . . . . . . . . . . .79 • Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79 MODULE 8 The EnerGuide for Houses Evaluation Report . . . . . . . . . . . . . . . . . .85 • Communicating the report to the dwelling owner: For existing houses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85 • EnerGuide for Houses label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88 • Producing the EnerGuide for Houses label . . . . . . . . . . . . . . . . . . .89 • Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90 MODULE 9 Reporting Evaluation Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91 • Exporting files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91 • EnerGuide for Houses Web site . . . . . . . . . . . . . . . . . . . . . . . . . . . .92 APPENDIX 1 Instructions for Calculating Assembly R-Values . . . . . . . . . . . . . . . . .93 ENERGUIDE FOR HOUSES Disclaimer Her Majesty the Queen in Right of Canada, represented by the Minister of Natural Resources (“Canada”) makes no representations about the suitability for any purpose of the information (the “Information”) contained in this document. All such Information is provided on an “as is” basis and Canada makes no representations or warranties respecting the Information, either expressed or implied, arising by law or otherwise, including but not limited to, effectiveness, completeness, accuracy or fitness for a particular purpose. Canada does not assume any liability in respect of any damage or loss incurred as a result of the use of the Information. In no event shall Canada be liable in any way for loss of revenue or contracts, or any other consequential loss of any kind resulting from the use of the Information. Foreword EnerGuide for Houses (EGH) is a service developed by the Office of Energy Efficiency of Natural Resources Canada (NRCan) to encourage energy efficiency improvements in Canadian housing. NRCan has published this manual for use by EGH contractors in preparing energy advisors to implement the EnerGuide for Houses service. It is supplemented by an instructor guide, administrative and technical procedures, and evaluation guidelines. A pre-test is available to determine whether applicants have the prerequisite knowledge to become energy advisors. Acknowledgement NRCan gratefully acknowledges Training Unlimited of Winnipeg and the Sun Ridge Goup of Saskatoon for assisting in the development of the EnerGuide for Houses: Energy Advisor Workshop Manual and the following organizations for contributing some illustrations and information used throughout this document: • • • • Canada Mortgage and Housing Corporation (CMHC) Canadian Home Builders’Association (CHBA) Heating, Refrigeration and Air Conditioning Institute of Canada (HRAI) National Energy Conservation Association (NECA) Note to Reader The information contained in this document applies to both the EnerGuide for Houses and the EnerGuide for New Houses services, unless otherwise indicated. ENERGUIDE FOR HOUSES M O D U L E 1 1 Introduction to EnerGuide for Houses Introduction Although many Canadians are already taking steps to improve the energy efficiency of their homes, many wonder if there is more they can do to reduce energy consumption.The EnerGuide1 for Houses service measures the energy performance of houses, makes recommendations for improvements, and provides energy ratings so that dwelling owners and buyers can compare the energy efficiency of different houses.The evaluation identifies where energy efficiency improvements can be made to ensure the comfort, health and safety of occupants, and to maintain the structural integrity of the home. Dwelling owners Upon completion of this module, you will be able to: • explain the EnerGuide for Houses service to dwelling owners and homebuilders; • list the objectives of EnerGuide for Houses and its benefits to the environment; • list the benefits of EnerGuide for Houses to dwelling owners and homebuilders; • list the benefits of becoming an EnerGuide for Houses energy advisor; and • explain the differences between the existing and new housing components of the EnerGuide for Houses Program. 1 EnerGuide is an official mark of Natural Resources Canada. What is EnerGuide for Houses? EnerGuide for Houses provides energy evaluations of houses, whether they are already built or only exist as plans. Its purpose is to improve the energy efficiency and reduce the environmental impact of the housing stock in Canada by identifying opportunities for energy savings.The program determines the amount of heat loss from each component of the house and makes recommendations to dwelling owners or homebuilders on how to improve energy efficiency. In the case of existing houses, MODULE 1 • INTRODUCTION TO ENERGUIDE FOR HOUSES 1 and homebuilders are referred to as “the client” within this manual. The homebuilder is the dwelling owner until the transfer of possession takes place. The “client” is generally the person who requested the EnerGuide for Houses service for either a new or existing house. The residential housing sector represents about 17 percent of secondary energy use in Canada. EnerGuide for Houses uses a number of tests and data gathered by an on-site assessment. For new houses, data is gathered from the builder, the plan specifications and building plans in conjunction with an on-site verification and blower door test of the house as built.These results are entered into a computer program that generates an energy rating for the house and shows the benefits of making the recommended energy upgrades to the house. The EnerGuide for Houses evaluation is conducted by an energy advisor who collects data from the dwelling owner or homebuilder, performs an onsite evaluation of the house and its mechanical and heating systems, and performs a fan depressurization test (“blower door test”) to determine the airtightness of the building envelope. This data is entered into a specially designed software program, such as HOT2®XP2 or HOT2000 or, in the case of existing houses, other equivalent software programs approved by Natural Resources Canada (NRCan). In the case of existing houses, the software produces a report for the dwelling owner that shows the key areas of energy loss in the house, estimates the home’s annual energy requirements, and provides a comparative energy efficiency rating.With this data, the energy advisor makes recommendations on how to improve the home’s energy performance and achieve a higher energy rating. In the case of new houses, default air change per hour (ACH) and orientation values are used at the plan evaluation stage to determine conservative projected ratings for various upgrade options. The energy advisor then helps the builder develop upgrade packages that they can 2 HOT2 is a registered trademark of Natural Resources Canada. INTRODUCTION TO ENERGUIDE FOR HOUSES • MODULE 1 2 offer to homebuyers. Once the house has been completed and is habitable, a second evaluation is performed to collect the actual values for ACH and orientation to confirm the final rating of the house. Once the as-built evaluation has been completed, a dwelling owner report and rating label are generated that contain information on the rating and the house’s estimated energy usage. EnerGuide for Houses is based on the “house as a system” concept. Upgrade work that is undertaken could affect heat loss, indoor air quality and the operation of mechanical systems.Therefore, the energy advisor must identify any problems that exist, such as combustion spillage or excessive moisture levels in the house, or any condition that may become a problem as a result of retrofit work or a change in building plans.The client must be informed of any major structural, moisture or other problem that should be corrected prior to undertaking any of the recommendations. In order to compare one house to another, the energy rating is based on standard operating conditions rather than the actual operating conditions of a house.The rating is based on: • four occupants (two adults and two children) who are present 50 percent of the time; • a temperature set-point of 21°C for the main and upper floors and 19°C for the basement; • a consumption of 225 litres of domestic hot water per day; • an electricity consumption for lighting and appliances of 24 kilowatt hours (kWh) per day; and • a total minimum monthly average ventilation rate of 0.30 air change per hour during the heating season, including natural air infiltration and mechanical ventilation. EnerGuide for Houses is also fuel-neutral; i.e., it is not biased toward the use of any particular fuel source or type of energyefficient upgrade or equipment.The program rates energy use by volume, among other factors, so that large houses, which use large amounts of total energy, can receive ratings that are similar to smaller houses, which use less total energy. EnerGuide for Houses can be a powerful sales tool for renovation contractors and new-home builders.The evaluation is objective and clearly demonstrates to the client the areas of greatest heat loss in the home, what upgrades would be most beneficial, and what the energy savings would be if recommended upgrades were undertaken.The use of the blower door test and the computer program increases the client’s confidence in the energy advisor’s recommendations. For example, when performing an evaluation on a house in the presence of the dwelling owner or homebuilder, with the blower door test, the energy advisor can demonstrate the exact location of air leakage points in the house and determine how much air leakage is occurring.The client can actually visualize energy losses. Without the blower door test, air leakage is difficult to demonstrate. Some clients may be motivated by an environmental message. Burning fossil fuels produces greenhouse gases; the EnerGuide for Houses Program shows the potential energy efficiency of the house, and demonstrates how each house’s impact on the environment can be reduced. Why was EnerGuide for Houses developed? NRCan has a mandate to promote energy efficiency in all sectors of the economy and to reduce the environmental impact of energy use.The residential sector accounts for about 17 percent of secondary energy use in Canada. Canadians are among the highest per capita consumers of energy in the world, in part because of the country’s climate and size, but also because of inefficient energy use.The housing sector as a whole has been encouraged to reduce its energy consumption and reduce its impact on climate change through initiatives such as NRCan’s EnerGuide for Houses Program an the R-20003 Standard. EnerGuide for Houses encourages dwelling owners to increase the energy efficiency of existing homes and homebuilders to increase the energy efficiency of the houses that they build. EnerGuide is a highly recognized trademark, already well known by consumers as an energy efficiency rating for home appliances. Its extension as the identifier of a rating system for houses was a logical next step. The R-2000 Standard is a voluntary initiative and has relatively stringent requirements for energy efficiency, environmental responsibility and quality assurance. Since not all builders construct houses that meet the R-2000 Standard, EnerGuide for New Houses can be an alternative to some builders who are interested in increasing the energy efficiency of their houses towards R-2000 levels. How will EnerGuide for Houses affect your business? Programs similar to EnerGuide for Houses have been shown to have a marked effect on the housing sector. Some renovation companies use the evaluation to generate business; others offer the evaluation as an added service to renovation work they are 3 R-2000 is an official mark of Natural Resources Canada. MODULE 1 • INTRODUCTION TO ENERGUIDE FOR HOUSES 3 EnerGuide is a highly recognized logo, already well known by consumers as an energy efficiency rating for home appliances. already undertaking.The use of the computer program and the blower door test increases the client’s confidence in your upgrade recommendations because of the objectivity of these tools.You can show the dwelling owner how energy efficient the home is and which components are the biggest contributors to energy loss; you can show homebuilders how energy efficient their houses already are and how much better they can be.The software also estimates the potential energy savings of your recommendations. In many cases, dwelling owners undertake renovations for reasons other than improved energy efficiency.You can also explain the impact that each of your upgrade recommendations will have on comfort, indoor air quality, increased durability and resale value. Also, in many cases, energy efficiency upgrades are much more cost-effective to do while the house is being built. Homebuilders can use this service to show reduced operating costs of the houses or to measure the energy efficiency upgrades they are selling. How to become an EnerGuide for Houses energy advisor? To become an EnerGuide energy advisor, you must participate in training that covers all of the job functions of an energy advisor.You must also perform a minimum of two house evaluations in the presence of a field supervisor and be supervised during a probationary period during which a minimum of five house evaluations will be assessed and quality assured by the field supervisor. (For new houses, these evaluations must be a combination of on-site and plan evaluations. Contact your EGH contractor for more information.) The field supervisor will either recommend INTRODUCTION TO ENERGUIDE FOR HOUSES • MODULE 1 4 that you be certified or that you complete additional evaluations under supervision until your performance meets the required standards.The training will give you the basic skills and knowledge you will require to be an EnerGuide energy advisor; the field evaluations will provide you with supervised practice in performing all the tests and evaluation procedures before you go out on your own. To perform the energy evaluation you will require the following equipment: • Pentium or equivalent computer with, at a minimum, 64 MB of RAM, a CD-ROM drive, a modem, and an installed operating system; • Windows 98/ME/NT/2000/XP; • a printer (preferably colour); • a blower door (see “Technical Specifications for Blower Doors” in module 3); and • an equipment kit (see page 6). Who administers EnerGuide for Houses? EnerGuide for Houses was developed by NRCan with support from the Canada Mortgage and Housing Corporation (CMHC) and other agencies. NRCan sets the standards for implementation and authorizes various EGH contractors across Canada to implement the program according to these standards.These EGH contractors train energy advisors, administer the program according to established procedures, provide field supervision, and collate data from the house evaluations undertaken by their energy advisors.They make regular reports to NRCan so that the national database on energy consumption patterns and potential energy savings in the housing sector is updated. EnerGuide for Houses workshop By the time you complete the energy advisor workshop you will have all the information you will need to perform energy evaluations.Training is “hands on”; you will learn how to conduct all the required tests, collect all required data, and use the simulation software authorized by NRCan.You will practise entering data and producing reports, and you will develop upgrade recommendations for given case houses.As part of the workshop, you will perform at least two field evaluations with other course participants. By the end of the workshop, you will be able to: • conduct the pre-evaluation interview with the client and collect all necessary data; • conduct the house evaluation, gather all required data, perform the blower door test and a quick depressurization test; • enter data from the house evaluation and test results into the energy evaluation software program, run an energy simulation and produce an evaluation report; • interpret the report and develop an upgrade strategy to recommend to the client; • explain the report, your recommendations and their benefits to the client; • identify the information required to be reported to NRCan; and • in the case of new houses, conduct a plan evaluation and help homebuilders formulate upgrade packages that they can promote to homebuyers. MODULE 1 • INTRODUCTION TO ENERGUIDE FOR HOUSES 5 Energy Advisor Suggested Equipment List • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Name tag/identification card Overalls Protective gloves Half-mask respirator or disposable face mask (N100 rating or HEPA filter) and goggles Work boots (on construction site) Hard hat (to wear in attic or on construction site) Shoes to wear inside the house Equipment belt Clipboard with checklist, graph paper, note pad, pen, pencil and eraser Camera (to take pictures of all sides of house to jog your memory when you return to the office) Compass (for directional orientation of the house) Flashlights (pen light and flashlight) A flexible mirror Knife (retractable utility) Tool kit: multi-driver set, hammer, pliers, needle-nose pliers and battery-operated drill Tape measure (preferably 10 m or longer) Non-metal probe such as a plastic crochet hook (to check for insulation around electrical outlets) Smoke pencil, atomizer bottle, feathers with fluffy quills or other device (to detect air leakage locations) Ladder (seven-foot with extension) Stud finder Masking tape Interior caulking and caulking gun (for attic hatch if caulking must be removed to gain access) Lighter or matches Thermometer Aluminum foil (to prevent pilot light on furnace and hot water heater from going out during the blower door test) Tissues and disposable moist towelettes Knitting needle (to measure insulation thickness in attic) Hygrometer Plastic garbage bag and duct tape (to use to prevent any ashes in the fireplace from spilling into the house during the depressurization test) Plastic tarp (to protect flooring when opening attic hatch) INTRODUCTION TO ENERGUIDE FOR HOUSES • MODULE 1 6 M O D U L E 2 Indoor Air Quality, Ventilation and Combustion Spillage Introduction As an EnerGuide for Houses energy advisor, you must be knowledgeable about indoor air quality, ventilation and combustion spillage so that you can: • develop an upgrade strategy that responds to the client’s concerns and needs (e.g., comfort and health), taking into account renovation or building plans and energy efficiency improvements; and • pre-determine the effects that your upgrade recommendations will have on indoor air quality, ventilation, and the potential to cause combustion appliances to spill exhaust gases. This module focuses on indoor air quality and combustion spillage, and the role that ventilation plays in maintaining a healthy, comfortable and safe house. Upon completion of this module, you will be able to: • identify the signs of moisture problems; • identify the signs of indoor air pollutants; • identify and document problem conditions that must be addressed; • explain to clients why natural ventilation is inadequate; • explain to clients the need for mechanical ventilation; • identify signs of combustion spillage; and • develop a strategy for maintaining good indoor air quality. Indoor air quality Indoor air quality is best defined by describing what constitutes poor indoor air quality. A house with sufficiently high concentrations of one or more pollutants that adversely affect the health or safety of the occupants has poor indoor air quality. These pollutants can include excessive moisture, suspended particles in the air, gases given off by new products, and combustion gases spilling into the house. Some symptoms of poor indoor air quality may be obvious, such as mould growth on walls; others may be less obvious, such as radon gas or suspended particulates in the air. These conditions can often be inferred from health symptoms of the occupants or can be identified by specialized tests. Some common air pollutants found in homes are listed in Table 2.1. If you suspect that the home has indoor air quality problems, your report to the client should include a recommendation for further investigation by a qualified specialist. Moisture Excessive levels of moisture can lead to indoor air quality problems; moisture is therefore considered a pollutant. High humidity levels can produce ideal growing conditions for mould and mildew, some of which can be toxic or allergenic. Occupants may experience allergic reactions, respiratory problems, or even the degeneration of their immune systems. High humidity levels can also cause problems with the structural integrity of the house or its components. Condensation can lead to rotting of wooden parts of windows, corrosion of metal components, deterioration of MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 7 2 This module focuses on indoor air quality and combustion spillage, and the role that ventilation plays in maintaining a healthy, comfortable and safe house. Table 2.1 Common Air Pollutants Found in Homes (Excluding Moisture) Pollutant Description Sources Symptom(s) Formaldehyde (HCHO) Colourless gas Has pungent odour in high concentrations Synthetic fabrics in furnishings, rugs, drapes, glue or processed wood products, smoking, UFFI Nose, throat and eye irritation, carcinogen Volatile organic compounds (VOCs) Usually not visibly detectable, but often have a detectable odour Pesticides stored in the house, hobbies, crafts, adhesives, solvents, cleaning products, building materials, fuel oil and gases Nose, throat and eye irritation Respirable suspended particulates (RSPs) Microscopic particles that are suspended in the air Unvented and inadequately vented gas Nose, throat, eye irritation, appliances, kerosene heaters, construction respiratory infections, materials, dust, smoking by-products. bronchitis Leaking oil-fueled furnaces, boilers, combustion chambers, vents, and chimneys. Carbon dioxide (C02) Colourless and odourless gas Improperly maintained or vented combustion devices, smoking, occupants Headaches, fatigue, increased heart rate Carbon monoxide (CO) Colourless and odourless gas Spillage from combustion appliances, fireplaces, air intakes from attached garages, smoking Nausea, headaches, blue fingernails, disorientation (can kill) Ozone (O3) Colourless and odourless gas Improperly installed or maintained electronic air cleaners, copy machines, computer printers, ozone generators Coughs, chest discomfort and irritation of the nose, throat, trachea Radon (Rn) Colourless and odourless gas From soil through cracks in basement walls or floor, weeping tiles open to house air, dirt floor (Believed to cause lung cancer) Nitrogen Dioxide (NO2) Colourless and odourless gas Combustion product; exhaust backdraft, flue/chimney leaks, cracked furnace, heat exchangers, unvented kerosene and gas space heaters Nose throat and eye irritation, shortness of breath, respiratory infection, emphysema drywall, painted surfaces, and structural components (such as studs, beams, and joists). Many problems related to high humidity are unseen, as they occur within the building envelope itself. Evidence of moisture problems inside a house is easiest to see during the colder months. Condensation on windows or cold walls, mould on walls in “dead air” zones (e.g., the top, outside corners of the room, and in closets on exterior walls) and peeling paint or wallpaper are some of the obvious signs. In warmer months, signs include peeling paint, rotting wood on window sills, or dark areas in the corners of exterior walls. For existing homes, if you are conducting the evaluation during the warmer months, you should question the dwelling owner about the presence of any of these signs during the colder months. Remember that the moisture level in a newly constructed house is often high because the construction materials have a high moisture content. It is recommended that the house be overventilated for the first year to exfiltrate the moisture that is emitted from construction materials.Table 2.2 lists some common signs of excessive moisture levels found in houses. Evaluating indoor air quality To determine whether there are any existing or potential indoor air quality problems, you should question the dwelling owner about moisture levels, mould growth and other signs of indoor pollutants. In addition, look for telltale signs during your visit. INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 8 Table 2.2 Signs of Excessive Moisture Levels Problem/Area Signs Mould and mildew • • • • • • • • • • • • • • • • • • • • • • • • • Bathroom Kitchen Bedroom Living area Basement Attic (if accessible) • • • • • • • • • • • • • green or black marks on the surfaces of interior walls or ceilings stains on drapes and on the back of furniture musty smells occupants experience allergy symptoms or illness condensation on the toilet tank and fixtures rotting window sills peeling paint or wallpaper mould or mildew (e.g., in the corners of interior surfaces) musty smells from within walls water dripping from vents loose wall or floor tiles condensation on walls damaged walls under windows peeling paint or curling tiles mould (e.g., in cupboards and in corners of interior surfaces) doors are difficult to open and close condensation on windows rotting window sills cracked or bulging ceiling peeling paint or wallpaper damp, stuffy clothes closet mould (e.g., in closets or in corners of outside walls) condensation on windows rotting window sills or door jambs mould or mildew (e.g., in the corners of outside walls, in closets, in drapes, carpets or furniture, especially near outside walls) proliferation of insects (centipedes, silverfish, etc.) wet or damp floors or walls white powdery stains on exposed concrete condensation on windows mould (e.g., on joists behind insulation) condensation dripping from cold water pipes stuffy, damp smell corrosion and oxidation (rust) on metal peeling exterior paint on soffit and fascia (raw wood exposed beneath paint cracks or under blisters indicates excessive moisture) water stains on rafters and underside of roof sheathing dank, musty smell moist insulation check for air/vapour barrier and adequate ventilation During the evaluation, look for unusual or excessive sources of moisture production, as these may indicate that there are moisture problems. Look for items such as a humidifier (either a stand-alone or one attached to the furnace), fish aquariums, wood storage inside the house, an indoor clothes line, an abundance of indoor plants or an unvented dryer. Damp basements, porous foundation walls and crawl spaces with no moisture barrier over the soil can contribute significantly to moisture inside the living space.The presence of a dehumidifier in the home may be an indication of excessive moisture generation. 5–10 L (1–2 gal.) of moisture per day drying 4 cords per heating season releases Drying four cords of wood indoors during the heating season releases between 5 and 10 litres of water per day. Source: Canada Mortgage and Housing Corporation, “CMHC Builders’ Series, Ventilation: Health & Safety Issues” (1986), pages 7 and 16 Keep in mind that the house’s occupants themselves produce moisture — four occupants produce approximately 7 to MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 9 moisture levels because water is one of the by-products of combustion, the burning of natural gas or propane, for example. BATHING (tub) BATHING (shower) DISHWASHING (3 meals per day) COOKING (3 meals per day) FLOOR MOPPING (per 9.3 m2 ) CLOTHES WASHING (per day) OCCUPANTS (family of four per day) CLOTHES DRYING INDOORS OR WITH UNVENTED DRYER (per day) CONSTRUCTION RELATED (per day over an 18-month drying period) SEASONAL BUILDING STORAGE (4–7 litres per day over the winter) 8 15 28 30 38 Relative Moisture Generation (Litres per day) 45 Cooking Cigarette smoke Dust Dander The energy advisor should also look for potential sources of indoor air pollutants. Does the family have many pets? Is there a smoker in the house? Has there been a recent purchase of new furniture? Does the dwelling owner have hobbies that use a lot of glue, paint or solvents? Have there been any recent renovations made to the interior of the house? How often is the filter changed in the air-distribution system? The EnerGuide for Houses: House Observation Checklist included in your binder can assist you in noting these signs and in determining whether any present a severe problem that must be addressed.The checklist headings are also incorporated into the EnerGuide for Houses: Data Collection Form that you may use during the on-site evaluation. Backdraft UFFI Chemicals and solvents Backdraft Moisture Radon and Soil Gases Sources of indoor air quality problems Sources of indoor air quality problems 10 litres of moisture per day from cooking, bathing, washing, respiration and perspiration, and this can increase to as much as 18 to 23 litres per day on washdays. A family with teenagers produces even higher moisture levels because teenagers typically shower more frequently and for longer periods of time. Gas stoves and spillage from combustion appliances can also contribute to high Indoor air quality and energy efficiency What does indoor air quality have to do with energy efficiency? Upgrades that you recommend to clients will affect air, heat or moisture flow — or all three — and, therefore, will affect indoor air quality. For example, a house that is not airtight may not have any moisture problems; however, your recommendation to air seal the house to increase energy efficiency may result in increased humidity, leading to condensation and mould growth. Therefore, you need to understand the sources and signs of poor indoor air quality and anticipate how your recommendations will affect indoor air quality. INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 10 Controlling moisture and indoor air pollutant problems There are several approaches to improving indoor air quality.They can be divided into three principal “lines of defence”: 1) Control the source of pollutants. 2) Treat the indoor air. 3) Install mechanical ventilation. If the first line of defence does not solve the problem, try the second and, if necessary, the third. Removal Air Filtration Treatment Changes in activity Natural ventilation Changes in power Encapsulation Enclosures and spatial confinement Ventilation Innovation and Design Common solutions to indoor air quality problems Common solutions to indoor air quality problems Control the source of pollutant(s) Controlling a pollutant source means either removing it or encapsulating it. Examples of advice to dwelling owners are: • store firewood outdoors; • don’t hang wet clothes to dry inside the home; • vent the dryer directly to the outside; • reduce the number of plants in the house; • disconnect and remove the humidifier; • remove carpeting; • use environmentally friendly cleaning products; • use low- or no-emission construction materials, carpets, finishes, furniture and cabinetry; • avoid storing glues and solvents indoors; • install tight-fitting doors on fireplaces or wood stoves (where permitted by the appliance rating); • air seal to prevent gases from entering the home from an attached garage or from soil; • limit smoking to outdoors; and • avoid venting basements and crawlspaces during the non-heating seasons in regions with a high relative humidity (as warm humid air enters a cooler space, it will begin to condense). Treat indoor air Treating indoor air means filtering, humidifying or dehumidifying the air. Examples of air treatment include: • upgrading filters in the furnace to medium efficiency to reduce the level of dust in the air; • in midwinter, maintaining indoor air at a relative humidity of about 30 percent (indoor relative humidity in summer is usually higher than 30 percent; this is acceptable as long as it does not create moisture problems); and • dehumidifying air that has a high relative humidity; i.e., greater than 60 percent (e.g., basements during the summer months). Install mechanical ventilation Some people confuse ventilation with air movement, such as that created from using an oscillating fan in the summer months.Ventilation is not simply air movement but the exchange of outdoor air with indoor air.Ventilation removes polluted, stale, moisture-laden indoor air and replaces it with (usually) drier outside air, which can be filtered before it enters the house.Well-designed ventilation systems distribute and circulate air to all areas of the house. MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 11 There is usually no one solution that will solve all indoor air quality problems. bathroom exhaust The outside temperature above which stack effect no longer provides sufficient natural ventilation is called “ventilation temperature." When the outside temperature is equal to or above the ventilation temperature, additional mechanical ventilation is required. range hood dryer vent Ventilation solutions include: • installing exhaust fans (vented to the outdoors) in high moisture-producing areas such as bathrooms and kitchens; • running an exhaust fan during the “shoulder seasons” (spring and fall); and • installing a heat- and moisturerecovering balanced ventilation system that tempers the incoming air (i.e., warms or cools the air, depending on the season). Table 2.3 provides some suggestions for controlling indoor air quality problems. Exhausting of High Moisture Sources and Areas Source: Canada Mortgage and Housing Corporation, “CMHC Builders’ Series, Ventilation: Health & Safety Issues” (1986), pages 7 and 16. Can we rely on natural ventilation to control moisture and indoor air pollutants? Natural ventilation is the exchange of air between the outside and inside of a house through intentional openings (windows, doors, dryer vents) and Table 2.3 Controlling Indoor Air Quality Problems Problem Possible Solutions Condensation on Windows • • • • check humidifier setting (30 - 50 percent humidity in winter and 40 - 60 percent in summer); adjust if necessary add a storm window inside the main window; caulk and weatherstrip trim the bottoms of doors to bedrooms, closets, cupboards to allow air to circulate more freely if dwelling owner is upgrading windows, encourage installation of double- or triple-glazed, argon filled, low-emissivity windows with insulated spacers. NOTE: Upgrading the windows may not solve the problem if there is too much moisture production in the house • do not block air registers that sweep air across the window area Condensation or Mould Growth on Room side of Exterior Walls • • • increase ventilation or the warm air circulation rate reduce temperature differences on exterior surfaces (e.g., increase insulation levels) stop air leaks into and through exterior walls; keep surfaces warmer by sealing any cracks between the air/vapour barrier and windows, doors, floor boards, joist headers, outlets and walls High Moisture Production Areas • • • • • • • combat the sources of excess moisture install exhaust fans in kitchen and bathrooms cover pots when cooking on the stove top fix any leaky plumbing install moisture barrier over exposed ground in the crawl space or basement improve ground water runoff and basement drainage waterproof and insulate outside foundation wall Indoor Air Pollutants • • • • install tight-fitting doors on fireplaces and wood stoves (check appliance literature) install exhaust fans over gas ranges and vent them to the outside use medium-efficiency pleated fabric filters in the furnace and change them regularly install point exhaust at the source of pollutants in the workshop, hobby room, etc. INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 12 Many older, leaky houses have sufficient air changes, due to the stack and wind effect during the colder months, to eliminate or reduce moisture and pollutant problems. In fact, because of the increased stack and wind effects during the winter, these houses are often over-ventilated. This results in wasted energy, high heating bills, discomfort from drafts and low levels of relative humidity, resulting in static electricity and dry skin and throats. Infiltration can also bring pollutants into the living space from the exterior and from within the building envelope. Furthermore, some parts of the house may not be ventilated while others are over-ventilated because of the location of unintentional openings or leakage areas. During months in which there is little temperature difference between the inside of the house and outside (i.e., in the shoulder seasons), the house may be under-ventilated. There is little, if any, stack action and if the wind is not blowing, there is no wind effect to cause a pressure difference across the building envelope. As a result, the air change rate may drop below a safe number of air changes per hour. Natural ventilation, therefore, cannot be relied upon to maintain good indoor air quality. Many of the houses you will be evaluating will not have indoor air quality problems because they have sufficient natural ventilation during the colder months, when moisture and indoor pollutants are a concern. However, for existing houses, because your energy upgrade strategy will likely recommend some level of air sealing, natural ventilation may be reduced to the point where there is not enough air change, resulting in poor indoor air quality. In houses that already have indoor air quality problems, your upgrade recommendations will only make them worse. Some kind of mechanical ventilation should, in all cases, be recommended (see “Ventilation recommendations” section in Module 7 for more information). Average Air Change per Hour unintentional openings (air leakage points, cracks) in the building envelope. Natural ventilation occurs as a result of stack effect and wind effect. Many people think that houses that are “leaky” are healthier than houses that are “too tight.”They believe that natural ventilation will provide sufficient fresh air and will remove indoor air pollutants. 0.30 Jan Feb March Apr May Sept Oct Nov Dec Heating Season Natural air change rate Balanced non heat recovery mechanical ventilation Minimum ventilation requirement The graph above shows a profile of average normal air change rate in a typical two-storey house located in Ottawa, with an airtightness of about four air changes per hour at a 50-pascal (50-Pa) pressure difference. The light bars show the natural air change rate due to the building’s airtightness characteristics. It shows that during the months of May, September and October, the natural air change rate is significantly lower than the required value of 0.30 air change per hour. Dark bars show the amount of added mechanical ventilation required to meet the minimum ventilation requirement of 0.30 air change per hour during the heating season. Between the months of May and September, it is assumed that some windows may be open and that the house has an adequate ventilation air change rate. As shown, the added mechanical ventilation rate is generally not required during the months of December, January, February and March for this house. If an outdoor temperature-controlled sensor is installed, the mechanical ventilation system will not operate during these months, thereby saving costs associated with running the equipment as well as heat losses associated with unnecessary ventilation. For more information, refer to page 58 of this manual. MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 13 Energy Savings Healthier Indoor Air Increased Comfort Increased Resale Value Benefits of an energy-efficient home Why do we make houses airtight and then mechanically ventilate them? Many dwelling owners question the logic behind tightening a house and then ventilating it.They don’t understand the relationship between ventilation, indoor air quality, the integrity of the building envelope and energy efficiency. Reasons for making a house airtight and then adding mechanical ventilation are to: • control where air enters and exits the building; i.e., ventilating the house where, when and in the amount wanted; • eliminate or greatly reduce unintentional openings in the building envelope, thereby decreasing the amount of warm, moist air that infiltrates into the envelope cavity and which reduces the effectiveness of the insulation and can generate mould and mildew growth (mechanical ventilation also maintains the building envelope’s integrity and the house’s durability); • eliminate most drafts, making the house more comfortable; • increase energy efficiency by preventing the house from being overventilated; installing a heat recovery ventilator further increases energy efficiency because heat is recovered from exfiltrating indoor air, and infiltrating outdoor air is warmed prior to entering the house; • ensure adequate air change per hour, thereby removing moisture and other pollutants from the house, which improves indoor air quality; and • maintain the ventilation rate at a desirable level rather than having the house under- or over-ventilated. Airtightening a house and adding a balanced ventilation system means that the dwelling owner has control over where, when and how much air enters and exits the house, rather than leaving this to the forces of nature.An airtight house with mechanical ventilation enables the dwelling owner to better manage indoor air quality, increase indoor comfort, maintain the integrity of the building envelope and reduce energy consumption. Installing mechanical ventilation is almost always necessary in newer houses because they are generally built more airtight than older houses. In addition, new construction materials can contain a high level of moisture and pollutants that are emitted into the interior living space. Without sufficient air change rates, moisture builds up in the house until the relative humidity increases to the point where condensation occurs on cold surfaces. Pollutant concentrations may increase to the point where they begin to cause health problems. How much ventilation is required? An acceptable air change rate is between a 0.2 and 0.35 air change per hour, with 0.30 being the usual recommended level (depending on the source strength of the indoor air pollutants).This means that every hour, between 20 and 35 percent of the indoor air is exchanged with outdoor air, and that between every three to five hours the house has a total change of air. EnerGuide for Houses assumes at least a 0.30 air change per hour for all houses through a combination of natural and mechanical ventilation. INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 14 yyyyy yyyyy yyyyy yyyyy 1 G 0.3 ACH 2 1 HR EnerGuide for Houses assumes 0.3 air change per hour from a combination of mechanical and natural ventilation. What kind of mechanical ventilation system is required? Exhaust-only ventilation Exhaust-only ventilation systems consist of fans that exhaust air from the inside to the outside. Fans are usually located in areas of high moisture production, such as kitchens and bathrooms. Exhaust-only ventilation systems depressurize the house; replacement air infiltrates through intentional and non-intentional openings in the building envelope. Incoming air is not tempered or filtered. yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy Exhaust-only System Because exhaust-only ventilation systems suck air out of the house, they can increase drafts because of airflow into the house. If the exhaust fan is strong enough, it can depressurize the house, causing problems with airflows in the chimneys of combustion appliances and causing soil gases to infiltrate through openings in the foundation. (Note:An exhaust-only system should not be installed in a house where there is a combustion spillage problem; in these cases, a balanced ventilation system should be installed.) A house with between 0.2 and 0.30 air change per hour in winter may, based on the capacity of exhaust fans, tolerate exhaust-only ventilation because there is sufficient natural ventilation during the heating months to maintain indoor air quality, and to provide sufficient “make up” air to replace what is exhausted to the outside.The exhaust ventilation can be operated during the shoulder seasons to maintain a sufficient air change rate when there is insufficient natural ventilation. However, the dwelling owner must be instructed to turn on the exhaust fan when the outdoor temperature reaches the ventilation temperature.Alternatively, the exhaust fan can be equipped with an outside temperature sensor so that the fan turns on when the ventilation temperature is reached. An exhaust-only system generally should not be installed in a house with a natural air change rate less than 0.2 per hour. Doing so will likely depressurize the house; a balanced mechanical ventilation system is required. Supply-only system With a supply-only system, air is brought into the house mechanically and leaves the house through intentional openings or through leakage paths through the building envelope. Many houses in MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 15 Ventilation systems can be controlled with outdoor temperature sensors to turn fans on when the outdoor temperature reaches ventilation temperature. y yyyyyyyyyy yyyyyyyyyy y yyyyyyyyyy y yyyyyyyyyy y yyyyyyyyyy yyyyyyyyyy yyyyyyyyyy yyyyyyyyyy yyyyyyyyyy Supply-only System Canada have supply-only systems because they have a direct-connected outdoor air duct to the return air plenum of the furnace. Every time the furnace fan turns on, outside air is brought into the house. A supply-only system may pressurize the house, forcing air to move through the building envelope. Moisture problems may result from air leaking into the building envelope or the attic.When operating, a supply-only system can reduce infiltration of soil gases and can be designed to filter and temper incoming air. With supply-only systems, it may be recommended to connect the bathroom fan to the furnace fan and a humidistat, so that the bathroom fan and the furnace fan come on whenever the relative humidity reaches the setpoint. In this way, the system is more balanced. Balanced mechanical ventilation system A balanced mechanical ventilation system consists of exhaust and supply fans. Exhaust fans remove indoor air to the outside and supply fans bring in an equal amount of outdoor air to the inside.To maintain comfort, the outdoor air should be filtered and preheated.To reduce energy loss, the heat from the indoor air should be captured before it is exhausted from the house.A heat recovery ventilator (HRV) or energy recovery ventilator (ERV) performs these two functions; however, it must be properly installed and balanced. A balanced ventilation system should not have any effect on the pressure balance of the house; it does not pressurize nor depressurize the house because air that is exhausted is replaced with an equal amount of air brought in.A balanced system, therefore, does not cause combustion spillage as long as it has been properly designed, installed and tested. However, even with a balanced mechanical ventilation system, spillage from combustion appliances may still be a concern because of other exhaust appliances (e.g., dryers, central vacuum cleaners and indoor barbecues) not considered part of the balanced mechanical ventilation system.This topic will be discussed further in the next section on combustion spillage. yyyyyyyyyy y yyyyyyyyy y yyyyyyyyy y yyyyyyyyy y yyyyyyyyy y yyyyyyyyy yyyyyyyyy yyyyyyyyy yyyyyyyyy Balanced System INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 16 A house that has less than 0.2 air change per hour needs a balanced mechanical ventilation system (preferably an HRV or ERV) because an exhaust-only system would likely depressurize the house. If the air change rate is less than 0.15 air change per hour, an HRV must be recommended. You should recommend that the client hire a heating/ventilation specialist — such as a mechanical contractor certified by the Heating, Refrigeration and Air Conditioning Institute of Canada (HRAI), la Corporation des maîtres mécaniciens en tuyauterie du Québec (CMMTQ), or equivalent certification — to design, size and install the ventilation system. Air drawn down furnace flue by fireplace. Combustion and dilution air are pulled from house. Roaring fire drawing air from house Naturally aspirating furnace at start up spilling flue gases Backdrafting and Spillage The dangers of combustion spillage are recombusted, large quantities of CO can be produced. CO is an odourless, colourless gas that combines with the blood in the lungs and prevents the uptake of oxygen. Low oxygen content in the blood produces symptoms of headaches, nausea and dizziness.The symptoms of long-term, mild CO poisoning are similar to those of the common flu; often victims do not recognize the true cause.There is only a small difference between a harmless concentration of CO and concentrations that can result in unconsciousness or death. Tightening a house reduces air infiltration, possibly to the point where there is insufficient make-up air to replace exhausted air. If an exhaust device is turned on under these conditions, it could depressurize the house and cause the chimney of any combustion appliance to act as an air intake; i.e., outside air will come down the chimney. If a combustion device (e.g., fuel-burning furnace or hot water tank) turns on when the chimney is backdrafting, the airflow may not reverse back up the chimney and the combustion device will spill its combustion products into the house. This is called combustion spillage. When is combustion spillage a problem? Combustion gases contain water vapour, carbon dioxide, nitrous oxides, particulates and low levels of carbon monoxide (CO). Combustion gases from oil-burning appliances also contain sulphur dioxide, and wood smoke contains numerous chemicals that should not be released into indoor air. If the heating appliance has a poorly tuned or defective burner, or if the spilled gases Spillage is more likely to occur if the combustion appliance is poorly tuned; however, even a properly tuned combustion appliance can pose a hazard if it is located in a small, tightly enclosed space or if spillage occurs frequently. The magnitude of risk depends on the amount of gas spilled (i.e., the concentration levels), the tuning of the appliance (how clean the combustion MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 17 house.This situation is made even more dangerous because it most often occurs after the house occupants have gone to bed for the night; they have either stacked up the wood in the wood stove or have retired before the fire has completely gone out. Remember that blocked or badly built chimneys are more frequently the cause of serious combustion spillage problems than house depressurization. 6 5 4 3 2 1 0 Pascals 1 2 3 4 5 6 The exhaust tug-of-war between house and chimney Any wood-burning appliance always has the potential to spill combustion products. In every case in which there is a woodburning appliance, you should recommend that the dwelling owner install a carbon monoxide detector. products are), and the sensitivity of the occupants.Any level of spillage presents a potential risk. Combustion spillage can also occur when an older furnace is replaced with a standard efficiency furnace. Flue gases produced by a standard efficiency furnace are not as warm as those produced by a less efficient furnace and may not create sufficient draft up the chimney.This can also occur if a vented furnace is replaced by a direct-vent appliance and the hot water tank (gas or oil) is the only appliance that vents through the chimney.This one appliance is often too small to sufficiently heat what has become an oversized chimney to create an upward draft. What are some of the signs of combustion spillage? Chimneys and combustion appliances may have visual signs of spillage such as discolouration around the burner air inlet draft hood or barometric damper.When hot combustion gases spill, they darken the paint on the appliance and sometimes burn the plastic grommets around the cold and hot water pipes on the top of a fuel-fired water heater. Don’t jump to conclusions, however, because spillage may have occurred a long time ago, or may have been the result of a chimney blockage. Check for other signs such as water stains, rusted vent connectors to the chimney, or dripping on the top of the water heater and on the baffle just inside There can also be poor chimney draft when appliances have long or convoluted connections (lots of bends) en route to the chimney, which can lead to combustion spillage. In a house with a wood-burning appliance, there is the potential for an unsafe situation when the fire dies down. As the chimney cools, house depressurization can draw combustion gases back into the house.These gases can then be distributed throughout the Spillage of combustion gases Furnace backdrafted by roaring fire INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 18 the air inlet of the furnace.This is caused by moist indoor air or humid combustion gases condensing on surfaces that have been cooled by the backdrafting outside air.Also check for melted pipe insulation on the hot and cold pipes from the water heater. caused by a large kitchen fan or clothes dryer. Remember that a balanced ventilation system brings in the same amount of air that is exfiltrated by the system, not by all of the exhaust appliances in the house.Another exhaust appliance being turned on may cause pressure-induced combustion spillage. If you recommend air sealing and you are concerned about the potential for combustion spillage, recommend to the dwelling owner that a heating or ventilation specialist (certified by HRAI Airflows of Various Air Exhaust Devices Exhaust Devices Smoke and carbon monoxide Smouldering fire backdrafted by furnace Source: Canada Mortgage and Housing Corporation, “CMHC Builders’ Series, Ventilation: Health & Safety Issues” (1986), pages 7 and 16 Smoke stains on the front of a brick fireplace or around the combustion air inlet of another type of wood-burning appliance indicate wood-smoke spillage. Air sealing and combustion spillage Tightening the building envelope may reduce air infiltration to the point where there is insufficient air for sufficient chimney draft, especially when exhaust appliances are operating.Adding an exhaust-only ventilation system may worsen any existing combustion spillage problems or may “send the house over the edge” by inducing combustion spillage. A balanced ventilation system should not contribute to excessive house depressurization, but neither will it compensate for the depressurization L/s Range of Airflows cfm* Bathroom Fans 20 – 50 40 – 100 Standard Range Fan 50 – 100 100 – 200 Grille-Top Range Fan 60 – 500 120 – 1000 Clothes Dryer 40 – 75 85 – 160 Central Vacuums (exterior exhaust) 45 – 65 90 – 130 *cubic feet per minute or CMMTQ) be hired to design, size and install the ventilation system and to take adequate measures to prevent combustion spillage. Dealing with combustion spillage Combustion spillage is a serious condition that you must report to the occupant or, in the case of new houses, to the builder.You should recommend that the dwelling owner have the combustion system checked by a heating or ventilation specialist as soon as possible to rectify any existing or potential problems if: • there is evidence of combustion spillage of any combustion appliance; • there are long, twisting vent connectors or if the chimney is in poor condition; or MODULE 2 • INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE 19 Condensation or rust on vent pipes that connect to the chimney Signs of overheating such as melted plastic grommets on top of the water heater Soot or discolouration at draft hoods Combustion odours – especially when furnace or water heater starts Indicators of a backdrafting or spillage problem Source: Manitoba Energy and Mines • the house has large exhaust appliances and does not pass the quick combustion depressurization test (see Module 3). You should recommend that the client install a carbon monoxide detector when there is a fuel-burning appliance in the house, including a gas range, or if the house has an attached garage.You should also recommend that the dwelling owner rectify the problem before undertaking any retrofit work on the home. For new houses, the installation of a CO detector is mandatory if the quick depressurization test results show a depressurization greater that 5 Pa. The following recommendation must be included in the final report to the dwelling owner: "A quick depressurization test performed on this house as part of the EnerGuide for Houses service showed more than 5 Pascals of depressurization. It is recommended that you immediately install a carbon monoxide detector and investigate further by obtaining an indepth depressurization test as defined by the Canadian General Standards Board (CGSB 51.71) or the Canadian Standards Association (CSA-F326-M91). This test can be performed by R-2000 inspectors. To find an R-2000 inspector in your area please go to http://r-2000.gc.ca and contact your R-2000 contractor.You can also call 1 800 387-2000 to ask for the phone number of your R-2000 contractor." In the next module, you will learn to perform a quick depressurization test that will alert you to the potential for combustion spillage and whether retrofitting, air sealing or adding ventilation may cause combustion spillage to occur. INDOOR AIR QUALITY, VENTILATION AND COMBUSTION SPILLAGE • MODULE 2 20 M O D U L E 3 Conducting a Blower Door Test Introduction Module 2 explained the relationships between indoor air quality, ventilation and pressure-induced combustion spillage.To determine how airtight a house is and whether or not air sealing and ventilation are required, you will conduct an airtightness test.4 You will also use the airtightness test equipment to check whether the ventilation system and exhaust appliances depressurize the house, creating the potential for pressure-induced combustion spillage. A blower door is used to conduct the air depressurization test; hence, the test is commonly called a blower door test and is referred to as such throughout this manual. It is mandatory that a blower door test be conducted for all energy evaluations under the EnerGuide for Houses Program. There are four reasons to conduct a blower door test: • to determine the amount of air leakage in the house and whether air sealing is recommended; • to determine locations of air leakage; • to determine the average annual air change rate and whether additional mechanical ventilation is required; and • to determine whether exhaust appliances are likely to cause pressureinduced combustion spillage. Upon completion of this module, you will be able to: • understand blower door test requirements; • prepare a house for the blower door test; • install the blower door; • conduct an “as operated” blower door test (i.e., a test made under the normal operating conditions of the house) and locate air leakage points; • determine the maximum house depressurization by the exhaust system; • analyse results of the blower door test; and • explain the results to the client. Blower door test requirement for new houses For new houses, remember that when performing a plan evaluation, the actual air change per hour (ACH) and orientation will not be available. Use a conservative ACH value to ensure that the projected rating is a worst-case scenario. NRCan suggests using a conservative value for the air change rate at 50 Pa such as 5.5 or taking the highest ACH from the last five houses that the builder has built. It is also recommended to run the file with the lowest ACH from the last five houses (most airtight house) to ensure that the house is not underventilated and to permit ventilation adjustments, as appropriate.When the house is finished, the as-built evaluation, including a blower door test, must be performed before an EnerGuide for Houses rating label or dwelling owner report is issued. 4 The standard for conducting a blower door test refers to the test as an airtightness test; “airtightness” is more descriptive of the test. MODULE 3 • CONDUCTING A BLOWER DOOR TEST 21 3 depressurizes the house.A 50-pascal (50-Pa) pressure difference between indoors and outdoors simulates a 35 mph (55 km/h) wind blowing on the house.The airflow through the fan and the difference in pressure between the inside and outside are read from the manometers.The air pressure manometer is calibrated in pascals (Pa) of pressure; the airflow manometer is calibrated in litres per second (L/s), cubic feet per second (cfm) or pascals (Pa).These readings are entered into a computer program that analyses the data and produces a report. 12 Blower Door Test Equipment 2 What is a blower door? A blower door has the following components: • a powerful fan; • a “door” made of fabric or a solid panel into which the fan is inserted; • one or two manometers (gauges) that measure the difference in air pressure between the inside and outside of the house and the airflow through the fan (manometers can be digital or analogue); • flexible plastic tubing that connects the air pressure manometer to the outside air and the airflow manometer to the fan; and • a computer software program that analyses the data and produces a blower door report. Technical specifications for blower doors are found at the end of this module. The blower door is installed in one of the outside doorways of the house so that the fan blows air from the inside of the house to the outside.This CONDUCTING A BLOWER DOOR TEST • MODULE 3 22 1 3 11 4 10 9 5 6 7 8 Typical Air Leakage Locations in a House Where to look Here are some of the key locations to check: 1) attic hatch 2) ceiling penetrations into attic 3) doors 4) exhaust vents 5) mail slot 6) sill and header 7) service entries 8) floor drain 9) foundation cracks 10) electrical outlets 11) windows 12) chimney Because the fan depressurizes the house, air will flow from the outside to the inside through all air leakage points. Once you have completed the blower door test, turn on the fan so that the pressure difference is approximately 30 Pa, walk around the inside of the house and, using a smoke pencil or other device, locate the air leakage points.This will indicate where air is flowing to the inside of the house. Showing airflow in this way can be quite dramatic and is a good demonstration for the client to understand how much heat in winter or cool air in summer is lost to the outside, and to see where cold air drafts enter the house. Although the verification of air leakage locations is not a mandatory requirement for new houses, builders and trades can benefit from this procedure to identify any problem air leakage locations so that they can be sealed.The procedure can also be used for training and education purposes to improve the performance of future houses. Conducting a blower door test The Canadian General Standards Board (CGSB) has developed a standard, No. 149.10 M86,“Determination of the Airtightness of Building Envelopes by the Fan Depressurization Method.” The procedures outlined here are based on this standard, except that you will conduct the blower door test under the normal operating conditions of the house; i.e.,“as operated.” This measures the total air leakage of the house under normal operating conditions; the CGSB standard considers only unintentional openings. In the “as operated” test, some intentional openings, such as dryer vents, combustion air inlets and fireplace chimneys, are left “as is” and included in the results. The procedures for the “as operated” EnerGuide for Houses airtightness test are explained in this module.You should follow these steps exactly every time you conduct a blower door test to ensure that test results are valid and reliable. If these steps are followed correctly, another energy advisor conducting a blower door test on the same house under the same conditions should obtain close to the same results. Experience has shown that when results are not accurate it is usually because of human error; e.g., leaving a window open by mistake, misreading a gauge or the temperature, or miscalculating the volume of the house. One additional step has been added to the blower door test for the EnerGuide evaluation. Before dismantling the manometer that measures the pressure difference between the inside and outside, you will test the level of house depressurization with all of the exhaust appliances operating and check whether any combustion appliance is spilling combustion products. As you proceed through the steps, you will record data on the “Depressurization Test Data” sheet shown on the next page. MODULE 3 • CONDUCTING A BLOWER DOOR TEST 23 Depressurization Test Data CONDUCTING A BLOWER DOOR TEST • MODULE 3 24 Blower door test procedures Step 1 Prepare the house for the test The purpose of the blower door test is to determine the air change rate during the heating season under normal operating conditions. It also measures air leakage through unintentional openings (cracks and holes in the building envelope).The energy advisor should prepare the house to simulate its operation during winter: • Wherever possible, close intentional openings; i.e., close all windows and exterior doors, and close the fireplace or wood-burning appliance damper. The floor drains and plumbing traps should contain water. • Ensure that any wood-fired or other solid fuel-fired appliances are not operating or contain any embers. If the appliance is not airtight, cover ashes with a large plastic bag or with newspapers so that they are not drawn into the house. • Make sure to turn down the thermostats for all combustion appliances (furnace and hot water tank) so they don’t start up during the test, compete for air, and spill combustion products into the house. • Ask anyone present in the house not to use hot water, exhaust fans or exhaust appliances (including the dryer) during the test. • Open all interior doors so that airflow through the house is unrestricted. • Ask the client to remove combustible products away from combustion appliances. Use the “Checklist for House Preparation Conditions for Airtightness Testing” shown on the next page to assist you in preparing the house for the blower door test. Step 2 Connect the tubing to the exterior of the blower door and extend it away from the house Connect the long tubing to the exterior of the blower door before you install the blower door in the house doorway. Extend the tubing well away from the house so that it is not influenced by areas of high or low pressure next to the house. The air pressure inside the tubing will also be affected by wind, especially on very windy days. Some energy advisors have successfully reduced the wind effect by placing the end of the tube in a snow bank or a pile of leaves. If this is not possible, or if your blower door is not equipped with a pressureaveraging box with four pressure taps, you should reschedule the test for a less windy day. Make sure that the opening of the tube is not obstructed. Step 3 Install the blower door The fan should be installed in an exterior doorway so that it blows air out of the house.When installing the blower door in the entrance of the house, obtain as good a seal as possible around the door frame; any leaks around the blower door itself will be calculated into the overall air leakage of the house. Step 4 Hang the manometer(s) and connect the tubing to the blower door and to the fan airflow meter Hang the manometer(s).Analogue manometers must be properly levelled vertically and horizontally (use a spirit level) to ensure accurate readings. Connect one piece of tubing between the manometer and the tube through the blower door to the outside, and the other from the manometer to the airflow measuring device (fan).The manometer(s) are now ready to measure the pressure difference between the inside and outside and to measure the airflow rate through the fan. MODULE 3 • CONDUCTING A BLOWER DOOR TEST 25 Checklist for House Preparation Conditions for Airtightness Testing Checklist for House Preparation Conditions for Airtightness Testing illage test (rough guide) Building component Vented, fuel-fired appliance (furnace, boiler, water heater, stove) llage test (Step 8) should be undertaken has space heating and hot water ances that are susceptible to spillage t considered in this test). se to its normal operating uipment that was not in operation . Remove the blower door, unseal iances (as necessary), check all lights and return the house to normal ditions (reset thermostats, etc.). Reset/Unsealed after test switch off, or turn down thermostat ❑ ❑ leave as is Flue connected to furnace, water heater, boiler no preparation ❑ ❑ ❑ ❑ Flue connected to stove or fireplace with damper without damper close no preparation ❑ ❑ ❑ ❑ Fireplace with firebox doors without firebox doors close no preparation ❑ ❑ ❑ ❑ ❑ Pilot lights on gas-fired appliances outside pressure-difference gauge to “0”. nge hood (if vented outside), the fan expected to exhaust 75 L/s or continuous fans (e.g., furnace, HRV, pressure gauge. Check whether the pilling combustion products into the ressure difference equals 5 Pa or complete CGSB 51.71 spillage test a more thorough vent safety Opening exists Envelope condition close ❑ ❑ ❑ ❑ ❑ Make-up air intake for furnace with damper without damper no preparation no preparation ❑ ❑ ❑ ❑ Ventilation air intake with damper without damper close no preparation ❑ ❑ ❑ ❑ Exhaust fan inlet grilles with motorized damper without motorized damper close no preparation ❑ ❑ ❑ ❑ HRV intake and exhaust openings with motorized damper without motorized damper close no preparation Clothes dryer vent no preparation ❑ ❑ ❑ ❑ ❑ ❑ ❑ Woodstove doors and air inlet dampers close Enclosed furnace room or boiler room close Combustion air intake damper on fireplace/woodstove Exterior doors close ❑ ❑ ❑ ❑ ❑ ❑ ❑ Interior doors to rooms without air exhaust or supply to basement open open ❑ ❑ ❑ ❑ closed no preparation ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ Ventilation systems conected to other zones1 seal Windows latch Window air conditioners Crawlspace vents to outdoors with functional dampers without functional dampers cover and seal Attic hatch close Crawlspace hatch close Floor drains Plumbing traps Sump pit fill fill no preparation Notes: 1 Applies to ventilation systems or ductwork serving more than one unit (i.e., a forced-air heating system serving two units of a duplex) CONDUCTING A BLOWER DOOR TEST • MODULE 3 26 Step 5 Set all gauges to zero When they are moved, gauges often do not return to zero. Make sure that all the gauges are set to zero before you begin the test. Step 6 With the fan off, seal the fan opening and record the inside-outside pressure difference To obtain a baseline measurement, record the inside-outside pressure difference before starting the test.The house may already be under positive or negative pressure because of wind; this measurement determines the wind effect. Step 7 Turn the fan on and increase the speed until the inside-outside pressure difference reaches 50 Pa on the manometer Uncover the fan before turning it on. Increase the speed of the fan until the manometer reads a pressure difference of 50 Pa. Record the airflow rate through the fan and record the indoor air temperature. If the house you are testing is very leaky, it may be difficult to get an inside-outside pressure difference of 50 Pa. Some fans have multiple opening sizes or removable plugs, rings or plates. If you can’t reach 50 Pa at the smallest opening size, increase the size until you can obtain a 50-Pa reading. If you are still unable to reach 50 Pa, recheck the house to ensure that all windows and doors are closed, manometers are connected properly and that the tubing is not plugged or bent. If you still can’t reach 50 Pa, start from whatever maximum pressure you can reach and proceed with the test, however, two blower doors may be required.The procedure for using two blower doors can be found in the document entitled “EnerGuide for Houses Evaluation Procedures and Field testing Protocols for Low-Rise Multi-Unit Residential Buildings”. Step 8 Record airflow or fan pressure at different pressure readings Under natural conditions, the difference between outside and inside air pressure will not be more than 4 or 5 Pa. Pressure differences this low, however, are difficult to measure. Therefore, the CGSB standard, the blower door and the computer program have been developed for much higher pressure differences. Once you have obtained a reading of 50 Pa, reduce the fan speed in 5-Pa increments and record the airflows or fan pressure at inside-outside pressure differences of 45, 40, 35, 30, 25, 20 and 15 Pa, in that order. Take the reading for a long enough duration to be within ±1 Pa (about 30 seconds to one minute). Fan flow readings are taken at different pressures in order to increase the accuracy of the test.Wind can greatly affect the pressure at the end of the tube or inside it; by taking readings at different pressures, an error as a result of wind gusts can be accounted for. In fact, if you are conducting the test on a fairly windy day or on a day with wind gusts, add readings at pressure differences of 47, 42, 37, 32, 27, 22 and 18. If there are large fluctuations in readings at the different pressures, the computer will drop the extreme readings and average the remainder. (Note: It is advisable to take more than the specified number of readings regardless of the wind or temperature conditions in case there is an error in any of the readings. In these cases, the poor readings may be dropped and those that remain will still give a valid test.) No single-point blower door test can be performed. The fan flow reading can also be affected by temperature. The computer program corrects the fan flow reading for temperature, but it needs to know the temperature of the air flowing through the fan; i.e., the temperature of the air MODULE 3 • CONDUCTING A BLOWER DOOR TEST 27 in the house. Because the house tends to cool down during the test, the temperature reading of the air flowing through the fan should be taken before and after the test and averaged.The outside air temperature should also be noted, but need be taken only once. Step 9 Turn off the fan, seal the fan opening and record the inside-outside pressure difference Performing this step is an extra precaution to determine if the wind has changed since the beginning of the test and to ensure that the gauges are reading correctly. The pressure difference should be the same as or close to the starting pressure difference. If the readings before and after vary more than 3 Pa, consider repeating the test. Step10 Check air leakage locations Unseal the fan opening and turn the fan high enough to obtain a 30-Pa reading. Walk around the house and determine locations of air leakage with a smoke pencil or other device. Record these on a copy of the “Air Leakage Location Checklist” shown on the next page. In the case of new houses, identifying air leakage locations will not typically be done since, in most cases, the builder and trades will not be present. However, occasionally the builder may choose to be present or to ask the trades to be present and to use this procedure as a training opportunity to improve the airtightness of future houses. CONDUCTING A BLOWER DOOR TEST • MODULE 3 28 Step11 Check house depressurization with all exhaust fans operating For health and safety considerations, and as a general rule, it is a good idea to perform a quick depressurization test of houses that have combustion appliances and flues attached to chimneys.When in doubt, err on the side of caution and perform the test.The following procedure will not necessarily confirm that backdrafting or combustion spillage will or will not occur. It will only alert you to a house depressurization of 5 Pa or more when all exhaust fans are operating.The depressurization limit of unsealed flues and chimneys is about 5 Pa. At the end of your "A", "B" or "N" blower door test, seal up the blower door opening and zero the inside-outside pressure difference.Then turn on the HRV (if there is one) to verify the pressure reading on the manometer to make sure that it does not show a difference in pressure since the HRV is supposed to be balanced.With the HRV running (if applicable), turn on the clothes dryer, and all house exhaust fans (e.g., range hood). If there is no clothes dryer, simulate an installed dryer using the blower door to exhaust 75 L/s to the outside. If the house depressurization with all of these appliances turned on equals or exceeds 5 Pa, the house is at risk of combustion spillage. Recommend to the dwelling owner that a complete CGSB 51.71 or CSA-F326-M91 spillage test be conducted for a more thorough vent safety evaluation. Air Leakage Location Checklist Air Leakage Location Checklist Location Windows Exterior doors Attic Walls (including basement) Misc. Other (specify) ❑ Interior trim ❑ Loose panes of glass ❑ Weatherstripping ❑ Interior trim ❑ Loose panes of glass ❑ Weatherstripping ❑ Attic hatch ❑ Plumbing stack ❑ Electrical wires ❑ Light fixtures ❑ Recessed lights ❑ Bathroom vent ❑ Kitchen vent ❑ Ceiling/wall joint ❑ Chimneys ❑ Electrical receptacles ❑ Baseboards ❑ Wall cracks ❑ Bathtub/Shower ❑ Exhaust fans ❑ Top of foundation wall ❑ Dryer vent ❑ Telephone cable ❑ Television cable ❑ Electric service cable ❑ Natural gas pipe ❑ Hose faucet ❑ Mail slot ❑ Fireplace/wall joint ❑ Fireplace damper, chimney ❑ Basement floor cracks ❑ Basement floor drain ❑ MODULE 3 • CONDUCTING A BLOWER DOOR TEST 29 Volume Measurement or ain flo th • M 7.9 M e wid Includ Volume Include len gth • Main floor 12.4 M cubic metres Exterior Surface Area Include height 2.5 M Main floor Include height 2.3 M basement Include w idth • Basem ent 7.5 M = 7.5 x 12.0 x 2.3 = + 7.9 x 12.4 x 2.5 = • Basement Include length 12.0 M = + + + + + 7.5 x 2.3 x 2.0 = 12.0 x 2.3 x 2.0 = 7.9 x 2.5 x 2.0 = 12.4 x 2.5 x 2.0 = 7.5 x 12.0 = 7.9 x 12.4 = square metres 207 245 452 34.5 55.2 39.5 62.0 90.0 98.0 379.2 Source: National Energy Conservation Association Make sure you have a pre-defined policy and procedure for dealing with a pilot light that goes out during the test. Step12 Measure the volume of the house and the exterior surface area of the house When measuring the exterior surface area of the house, include the in-ground surface area of the basement or foundation walls as well as the aboveground surface area (not mandatory).The volume of the house includes the main floors and basement (i.e., all heated volumes) and is used to determine the air changes per hour and the ELA of the house. Check the accuracy of your calculations, as this is one of the most common causes of inaccurate tests. Step13 Enter all data into the computer Enter the data collected on the “Depressurization Test Data” form into the computer, run the software program and produce a report. Before removing the blower door, check the correlation coefficient on the printout to make sure it is 0.990 or greater.A correlation coefficient of less than 0.990 may indicate that the test was not reliable. CONDUCTING A BLOWER DOOR TEST • MODULE 3 30 Step14 Remove the blower door and return the house to its pre-test condition Remember to unseal any intentional openings that you sealed to do the test. Return the thermostats on the heating system and hot water heater to their previous settings, and check to see that the pilot lights on all gas appliances are on. If a pilot light has gone out, inform the client and suggest an appropriate action such as calling the fuel supply company to re-light it. Make sure you have a pre-defined policy and procedure for dealing with a pilot light that goes out during the test. Open any floor drains or plumbing traps that you have covered over. It’s a good idea to go through the house preparation checklist and “undo” all of the steps on the list. Building Leakage Test BUILDING LEAKAGE TEST Buildings Group CANMET Energy Technology Centre 580 Booth Street, 13th Floor Ottawa, Ontario K1A 0E4 Date of Test: May 4, 1998 Test file: EGH-0018 Customer: Chris Shenagal 2281 Karsh Crescent Ottawa, Ontario Airflow at 50 Pascals: (50 Pa = 0.2 w.c.) Technician: Anil Parekh Building Address: same as customer 847 lps ( +/-0.9%) 6.52 ACH 5.70 lps per m2 floor area 1258.3 cm2 (+/- 2.6%) Canadian Equivalent L.A. @ 10 Pa 688.9 cm2 (+/- 4.4%) LBL Effective L.A. @ 4 Pa Leakage Areas: Minneapolis Leakage Ratio: 5.33 lps per m2 surface area Building Leakage Curve: Flow Coefficient (C) = 75.5 (+/-7.1%) Exponent (n) = 0.618 (+/-0.020) Correlation Coefficient = 0.99694 Test Standard: Equipment: Inside Temperature: Outside Temperature: CGSB Test Mode: Depressurization 22°C 13°C Volume: Surface Area: Floor Area: 468 m3 159 m2 149 m2 1000 900 800 700 600 500 Building Leakage (lps) 400 300 200 100 4 5 6 7 8 9 10 20 Building Pressure (PA) 30 40 50 60 70 MODULE 3 • CONDUCTING A BLOWER DOOR TEST 31 Building Leakage Test (contd.) Date of Test: May 4, 1998 Test FileL EGH-0018 COMMENTS: DATA POINTS-Data Entered Manually: Nominal Building Fan Pressure Pressure (Pa) (Pa) 1.01 -50.0 -45.0 -41.0 -34.0 -30.0 -26.0 -20.0 -15.0 0.0 n/a 110.0 95.0 82.0 70.0 58.0 45.0 35.0 26.0 n/a Nominal Flow (lps) CONDUCTING A BLOWER DOOR TEST • MODULE 3 32 873 812 755 698 636 561 495 428 Temperature Adjusted Flow (lps) 859 799 743 687 626 552 487 421 % Error 0.8 -0.0 -1.6 2.0 0.3 -3.5 -0.2 2.4 Fan Configuration Ring A Ring A Ring A Ring A Ring A Ring A Ring A Ring A Results of the blower door test A sample report produced by the blower door software is shown on pages 31 and 32.An explanation follows. Blower door test criteria The results of the blower door test must comply with the following criteria: • n must be between 0.5 and 1.0; • r must be no lower than 0.990; • the relative error or each data point must be no greater than ±6 percent; and • the relative error in estimating equivalent leakage area (ELA) must be no greater than 7 percent. Blower door test report Items on the blower door test report of particular concern to the energy advisor are the average air change per hour at 50 Pa, the Equivalent Leakage Area (ELA), the exponent n, the correlation coefficient r, and the percent relative error of each of the readings. Air change per hour The energy simulation software will calculate the average monthly air change rate using the blower door results and house characteristics.The desired air change rate is between 0.2 and 0.35 air change per hour, with 0.30 being the usual recommended level for combined natural and mechanical ventilation.A total air change rate (natural and mechanical) of less than 0.15 should alert you to potential indoor air quality problems, mechanical ventilation requirements and combustion spillage concerns. Due to health and safety concerns, NRCan does not permit the labelling of a newly built house that has an ACH rate of less than 0.15. When the combined (mechanical and natural) ventilation is less than 0.15 ACH for an existing house, an HRV must be recommended. The ACH at a difference of 50 Pa as well as the ELA must be entered into the energy simulation software. Equivalent leakage area (ELA) The ELA is the size of the hole through which would pass the same amount of air that passes through all of the air leakage holes in the building envelope when the pressure across all holes is equal.This value is entered into the energy evaluation software. Why do we need to know the ELA? The ELA tells us how tight a house is.A leaky house will have a large ELA, and a very tight house will have a small ELA.An energy-efficient house might have an ELA as low as 200 cm2 (0.215 sq. ft.); a very leaky house can have an ELA of more than 3000 cm2 (3.23 sq. ft.).The ELA tells you whether or not there is good potential for saving energy by air sealing. If the house has a low ELA (e.g., 300 cm2 or 46.5 sq. in.), there isn’t much point in trying to save energy by air sealing; however, if it has an ELA of 2500 cm2 (387.5 sq. in.), air sealing would be worthwhile. (Note:Air sealing may be recommended for a house with a low ELA to improve comfort, reduce drafts or reduce cold spots, etc.) In the case of new houses, the ELA of the house can be used to help the builder improve the airtightness of future houses. Another factor to consider when determining the potential for air sealing is the type of house you are evaluating. For example, a two-storey house with the same ELA as a one-storey house will likely have greater energy loss because of the increased stack effect during the MODULE 3 • CONDUCTING A BLOWER DOOR TEST 33 The NLA can be calculated only if you calculate the surface area of the house. cold months of the year.The stack effect increases the air pressure across the holes in the building envelope in the upper storeys of the house, thereby increasing the air change rate.Air sealing may be a consideration in a two-storey house and not in a one-storey house. Relative standard error ELA can also raise a cautionary flag. A house with a low ELA will typically have a low natural air change rate. If the house does not have mechanical ventilation, indoor air quality problems can be anticipated. Combustion spillage can also be a concern. Normalized leakage area (NLA) The exponent n The exponent n is a correlation factor that indicates the relative size of the air leakage holes. The n value must be between 0.5 and 1.0 for the blower door test. An n value approaching 1.0 indicates that the house has many small holes; an n value approaching 0.5 indicates that the house has a few large holes. A house with few larger holes and the same ELA as the same house with several, smaller holes will have greater air leakage and a higher air change rate. Air leakage is driven by air pressure differences across the building envelope.The air pressure across larger holes is greater than across smaller holes; therefore, there will be more air leakage. Correlation coefficient r The correlation coefficient r indicates the reliability of the test results. If the correlation coefficient is less than 0.990, discard the readings that are over six percent relative error one at a time, and recalculate. Repeat this until the correlation coefficient is greater than 0.990 and there are still at least five readings evenly distributed over the range of readings. If you are unable to obtain a correlation coefficient of 0.990 or greater, the test should be repeated. CONDUCTING A BLOWER DOOR TEST • MODULE 3 34 The relative standard error indicates the reliability of each reading.The relative standard error (“% Error” on the test report) must be no greater than 6 percent. To compare the airtightness of two different houses, you can calculate the normalized leakage area (NLA). NLA is calculated by dividing the ELA in cm2 by the surface area of the building envelope in m2. The computer software performs this calculation automatically using the surface area measurements you took during the blower door test.This is not mandatory for new houses. Why do we need to know the NLA? The NLA enables us to compare the airtightness of houses of different sizes, or compare one house to a standard. For example, the R-2000 Standard requires an NLA of no more than 0.7 cm2/m2.This means that for every square metre of building envelope, the air leakage is only that amount that will flow through a hole size of 0.7 cm2. Calculating NLA ELA cm2 ÷ Surface area m2 = NLA cm2/m2 Example 1500 cm2 ELA ÷ 1550 m2 surface area = 0.97 cm2/m2 NLA Two houses could have the same ELAs but very different NLAs. For example, a house with a 1500 cm2 ELA and a surface area of 1550 m2 has an NLA of 0.97 cm2/m2, whereas a house with the same ELA and a surface area of 520 m2 has an NLA of 2.88 cm2/m2. Similarly, two houses with very different ELAs could have the same NLA. For example, a house with a surface area of 1550 m2 and an ELA of 1100 cm2 has the same NLA as a house with a surface area of 520 m2 and an ELA of 379.60 cm2; i.e., 0.73. Both houses in the second example are fairly tight, yet the larger house has a much greater ELA.The NLA gives an indication of the quality of the building envelope; the higher the NLA, the leakier the building envelope. Communicating test results to the client The results of the blower door test will be entered into the EnerGuide for Houses software program and can also be included in the results, suggestions or observations section of the final report. When you review this report, draw attention to the blower door test results. Explain to the client that the ELA is like taking all of the air leakage areas in the house and putting them together to create one large opening or hole in the building envelope.The best way to communicate the size of this opening is to create a “picture”; i.e., compare the opening to the size of an object in the house. For example, an ELA of 2500 cm2 is about 387 square inches.This is similar in size to the surface area of an oven door. Creating a picture of the size of the opening is an excellent motivator for the dwelling owner to reduce air leakage, especially if it is excessive. Explain the air change rate of the house to the client and explain how this relates to health (indoor air quality and ventilation), safety (combustion spillage), comfort (drafts) and energy consumption (air leakage). If the home has an HRV and you found that it created a pressure difference during the depressurization test (step 11), you should recommend to the client to have the HRV balanced. MODULE 3 • CONDUCTING A BLOWER DOOR TEST 35 Technical Specifications for Blower Doors Component Specifications Fan • • • • • Door Frame • • • • • Pressure and fan flow gauges • • • • • • • • • • Calculation procedures • • Variable speed control (solid-state control) Must operate on 110 to 125 vac/60 Hz supply Minimum flow at maximum fan speed to be at least 2501 L/s (5300 CFM) at 50 Pa pressure difference Must be able to both pressurize and depressurize the house Calibration curves and test verification certificate must be included with each fan Width: adjustable from 81.3 cm to 99 cm (32 inches to 39 inches) to fit a wide variety of doors or a suitably close range Height: adjustable from 129.5 cm to 221 cm (51 inches to 87 inches) or a suitably close range Door frame edge seal: flexible gasket or inflatable edge seal Door frame material: wood, aluminum or metal Door frame cover: nylon bag or moulded plastic or fibreglass Analogue gauges (Dwyer Magnahelic) for measuring the building pressure and flow (one for low flow and second for high flow) or digital pressure gauge for simultaneous or switchable display of pressure and airflow readings Pressure gauge unit: Pa Pressure range: 0 to 60 Pa (suggested for building pressure) Measurement resolution: 1 Pa for analogue gauges; 0.1 Pa for digital micro-mamometers Wind damping should be built into pressure gauge or available as add-on Calibration of pressure measurement as per CGSB Standard No. 149.10-M86 Flow measurement unit: L/s or CFM Flow measurement resolution: 1/100 times the flow reading Flow range: capable of measuring a minimum airflow of 30 L/s (63 CFM) within its operating range Calibration of flow measurement as per CGSB Standard No. 149.10-M86 Calculation software based on current calibration data for blower door selected to determine airtightness results. Data analysis procedure and reporting must meet requirements set in CGSB Standard No. 149.10-M86 Calibration characteristics and technical manuals CONDUCTING A BLOWER DOOR TEST • MODULE 3 36 M O D U L E 4 Preparing for the Energy Evaluation Introduction Before visiting the house to perform the on-site evaluation, you will need to gather information about the house and its occupants to help you prepare. Upon completion of this module you will be able to: • explain evaluation procedures and how to prepare for the evaluation to the client; • collect data using the pre-evaluation interview questionnaire; and • prepare for the on-site evaluation based on the interview with the client. Conducting the pre-evaluation interview The pre-evaluation interview is conducted by telephone. Its purpose is to gather information about the home and its occupants, if any, so that you can better prepare for the on-site evaluation. The interview will alert you to potential problems in the home as well as opportunities for energy efficiency upgrades. Remember that your ultimate objective is to have the client undertake the energy efficiency upgrades that you recommend.Addressing these concerns and integrating the client’s plans into your upgrade strategy makes it more likely that the client will implement your recommended upgrades. It is important, therefore, to establish a good rapport with the client right from the first contact and to maintain this rapport in all your interactions. Be responsive and attentive to any questions or concerns the dwelling owner or homebuilder may have. Reconfirm that the client has requested an energy evaluation under the EnerGuide for Houses Program. Explain the purpose of your call – that you need to collect information about the home and its occupants to help prepare you for the on-site evaluation.Tell the client that you will be asking a number of questions about the house. For existing houses, specify that you will be asking questions about the occupants, any existing problems and any renovation plans.Tell them that the interview will take about 15 minutes and confirm that it is a suitable time. A pre-evaluation questionnaire is included at the end of this module.The EGH contractor that you work for may develop its own version, but it will gather similar kinds of data as the sample provided in this manual.The rationale for collecting the information in the pre-evaluation interview is explained in this module. Conducting the pre-evaluation interview with the homebuilder For new houses, in some cases the interview will have already been conducted by the EGH contractor who will then provide the information to the energy advisor. If not, when communicating with the homebuilder, inform him or her of the objectives of the program and what is required for the evaluation of new houses. The key items and information that you require for the plan evaluation of the builder’s base-case house are: • the house plans and specifications MODULE 4 • PREPARING FOR THE ENERGY EVALUATION 37 4 • insulation value of all house components (attic, above grade walls, foundation walls, exposed floors, etc.) • type and efficiency of HVAC equipment (space and hot water heating appliances, and ventilation system) Once you have performed the plan evaluation of the builder’s base case house, you can then develop upgrade packages in collaboration with the builder, who can offer them to the homebuyer to choose from in order to increase the energy efficiency of the house.You should provide the builder with a variety of upgrade packages, but at least one of them should result in the house achieving a minimum rating of 80 on the EnerGuide for Houses scale. For the on-site evaluation of the as-built house you will require the "P" house file and a list of all of the energy efficiency upgrades that were included in the house. In most cases you will have been involved at the plan evaluation stage and will already have the "P" file and have access to the builder’s house plans. If the builder has performed the initial plan evaluation, you can obtain the "P" file directly from the builder. Indicate to the builder that the following is required for the on-site evaluation: • The home must have electrical power. • The building envelope must be complete and intact. • All exhaust appliances must be installed and operational (except for the dryer). • Full access to the home is required, including the attic. • For show homes, the attached garage may form part of the show home and the intermediate wall will be completed only after the sale of the home.The final on-site evaluation can be completed and the label issued only after this has been done. • The homebuilder will need to have someone unlock the home for the energy advisor and lock-up after the on-site evaluation is completed. Once the on-site evaluation has been completed, the homebuilder representative will be required to sign the release form on behalf of the builder. House description HOT2 XP can be used to conduct energy evaluations of most residential dwellings, including detached, attached and row houses that have individual heating systems. For some houses, however, more complex software such as HOT20005 must be used. In the case of multi-unit buildings, energy advisors must follow the procedures described in the document entitled “EnergyGuide for Houses Evaluation Procedures and Field Testing Protocols for Low-Rise Multi-Unit Buildings”. Year of construction The year the house was constructed will indicate the probable construction details of the house; i.e., the depth of walls, whether an air barrier was installed, typical R-values, etc. 5 HOT2000 Canada. is an Official Mark of Natural Resources PREPARING FOR THE ENERGY EVALUATION • MODULE 4 38 Access Advise the client that you will need access to every room in the house.Ask whether there is access to the attic and to any crawl space, and advise that you will need access to these places as well.Ask the client to clear the area around these access points before you arrive. For example, the access to the attic may be in a closet that will have to be cleared out or in a baby’s room where the child may be sleeping during the time of the evaluation. Knowing the location of the access points is also important so that you can bring the appropriate equipment or plan extra time if required. For example, if the attic is accessed from the outside of the house, you will need to bring an extension ladder. Occupants (applies to existing houses) Knowing the number of occupants and whether any of them are children will give you an idea of how the house is operated. For example, a family with two teenagers will produce more moisture than an elderly couple.The dryer will also be used more often.The heating bill for the elderly couple may be higher because they are likely at home for longer periods of time and may keep the house at a higher temperature. The number of occupants and their ages will alert you to the heat, air and moisture flows in the house. Existing problems (applies to existing houses) Learning about any existing problems or concerns the dwelling owner has will indicate what to expect during the on-site evaluation and alert you to potential problem areas in the house. It will also alert you to potential upgrades that you can check during the on-site evaluation. Bring information publications relevant to the problems mentioned by the dwelling owner.You can either leave these with the dwelling owner or provide an address where they can be obtained. Ask the dwelling owner if the house is insulated with vermiculite insulation and, if so, where the insulation is located. Also ask if any vermiculite insulation is exposed inside the house. Renovation plans (applies to existing houses) If you know about the dwelling owner’s renovation plans prior to conducting the evaluation, you can make note of any particular problem that can be solved by the renovation work and of opportunities to add energy upgrades.You should also note any potential problems that may be created by the planned renovations. Bring information brochures with you that are relevant to the planned renovations (e.g., MODULE 4 • PREPARING FOR THE ENERGY EVALUATION 39 how to air seal or how to insulate the basement).Again, you can either leave these with the dwelling owner or provide an address where they can be obtained. Heating system If you know what kind of space and water heating appliances are in the home prior to conducting the evaluation, this may alert you to whether there will be a need for a quick depressurization test. (Refer to module 3, step 11.) If the home has a wood-burning appliance, ask the dwelling owner not to use it for at least 24 hours prior to the evaluation and to have the appliance cleaned before your arrival. Fuel bill For existing houses, past fuel bills may be available if you are required to perform this extra step. Fuel bill reconciliation is not a requirement of the standard EGH evaluation procedure but can be performed at the advisor’s discretion. Ask whether the dwelling owner is willing to provide copies of the house’s fuel bills for the last 12 months. Explain that the fuel bills will help you determine the energy rating and enable you to be more accurate. If the dwelling owner does not have the bills, you can ask for permission to obtain them directly from the utility (the dwelling owner will have to complete a release form). If the dwelling owner is not willing to provide fuel bills, or if you are unable to obtain them from the utility, ask the dwelling owner to estimate the total cost of fuel for one year. Reporting results Advise the client that results from all energy evaluations made across Canada will be compiled by NRCan to determine the overall effectiveness of the EnerGuide for Houses Program and to assure the quality of the evaluations. Obtain written permission from the client to provide data from their home (including their address and phone number) to NRCan for PREPARING FOR THE ENERGY EVALUATION • MODULE 4 40 statistical purposes and possible quality assurance by having him or her sign the release form that is part of the report. Assure them that their data will be protected and will not be shared with other parties. In the case of new houses, when the blower door test and on-site visit are completed after the home is occupied, the dwelling owner as well as the homebuilder must sign the release form.The builder has thirty days to complete the as-built evaluation of the house following the transfer of possession to the first homebuyer. Closing the interview Make the appointment with the client, confirm the address and location of the house and obtain directions if required. For existing houses, impress upon the dwelling owner the importance of being present during the evaluation. If there are two or more decision-makers in the home, they should be present, if possible. You need to convince all decision-makers of the value of the energy efficiency upgrades. The dwelling owner or homebuilder may also be needed to answer questions about the house (e.g., the insulation values in the walls or an inaccessible attic) and to give permission for some of the procedures (e.g., accessing the attic, inspecting the level of insulation in walls). Tell the client how long it will take to perform the on-site evaluation. Thank the client for his or her time. Dwelling owner Pre-Evaluation Questionnaire Homeowner Pre-Evaluation Questionnaire File ID Name Home tel. Work tel. Address City Postal code House description Type ❑ Single detached ❑ Double/Semi-detached ❑ Duplex ❑ Triplex ❑ Row ❑ Apartment unit ❑ Two ❑ Two and a half ❑ Three m2 Year of construction ❑ Mobile home Number of storeys ❑ One ❑ One and a half Dimensions Access Access to attic Crawl space Access to crawl space ❑ ❑ Inside ❑ No access ❑ ❑ No ❑ Yes ❑ No ❑ Fireplace ❑ Pellet stove Outside Yes Heating system ❑ Wood stove ❑ Suggest to have the W oo d W oo d/ ele ct Ot ric he r( sp ec if y ) Oi l Fu el so u Ele rce ct ric Ga s appliance cleaned before the evaluation Main heating system Secondary heating system Water heater Fuel bills ❑ Available ❑ Not available ❑ Permission granted to request from utility ❑ Obtain release form Number of occupants Adults Children Total Number of bedrooms MODULE 4 • PREPARING FOR THE ENERGY EVALUATION 41 Dwelling owner Pre-Evaluation Questionnaire Problems Type Yes Stale, stuffy air, odours ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ Air too dry or too humid Window condensation Drafts Cold/Hot rooms Frost around doors High fuel bills Other Location (if applicable) Renovations Type of renovation Done in last two years Planned for next two years ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ Change windows/doors Insulate attic/walls/basement Kitchen Bathroom Addition Change heating system Change water heater Add exhaust fan(s) Central air conditioning Central vacuum Interior paint Furniture Carpet Low-flow shower head Other Explain to the homeowner that: • EnerGuide for Houses is an energy evaluation, not a home inspection service; • the advisor will require access to every room in the house, including the attic; and • the homeowner must be present during the evaluation. Appointment details Appointment time A.M. P.M. Who will be there? Directions PREPARING FOR THE ENERGY EVALUATION • MODULE 4 42 M O D U L E 5 Conducting the On-Site Evaluation 5.1 Conducting the On-Site Evaluation for Existing Houses Introduction During the house evaluation, you will use the EnerGuide for Houses: Data Collection Form to collect all information required by the software to analyse the energy use of the house and to give it a rating, plus supplementary data that will help you to formulate upgrade recommendations.You will collect data on most components of the house, including the building structure, building envelope, mechanical systems, building area and volume, and building orientation.This module sets out an approach for conducting the evaluation and lists components that you may wish to review. Upon completion of this module you will be able to: • demonstrate home evaluation etiquette; • document the house’s dimensions; • gather appropriate information on the building structure, building envelope and mechanical systems; and • complete the EnerGuide for Houses: Data Collection Form. Data Collection Form NRCan has developed an EnerGuide for Houses: Data Collection Form for use in collecting all data that you will enter into the energy evaluation software. in which you would use the screens in HOT2 XP, rather than the order in which you move through the house.You will have to flip the pages of the form back and forth as you move through the house. Before leaving the house, check through the form carefully to make sure that you have completed all components. Note all additional information about the house’s special characteristics, such as the presence of vermiculite insulation, the reason for not recommending basement insulation, no access to the attic, etc. The EnerGuide for Houses: Data Collection Form has been designed to eliminate having several pieces of paper that may become lost or misplaced.This makes it easy to keep track of files and access information for any particular house. Conducting the house evaluation Table 5.1 lists the steps for conducting the on-site evaluation in the order they are performed.These steps can serve as a guide until you become more experienced and develop methods that work best for you. Following Table 5.1 are guidelines to assist you in determining which components of the house to evaluate and what to look for when evaluating each component.You may wish to carry these with you for the first few evaluations until you become more familiar with the process. The EnerGuide for Houses: Data Collection Form is organized in the order MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 43 5 Table 5.1 Steps of an Energy Evaluation for Existing Houses Arrival • Don’t block the driveway or other entrance. • Announce your arrival and make sure someone is present. • Advise the dwelling owner approximately how long the evaluation will take and confirm that you have access to the areas you requested during the pre-evaluation interview. • Explain that you will first make your outside evaluation before coming inside. • Explain that you have some tools and equipment to bring into the house; ask which door you should use. • Ask if you can take photographs of the house and explain why you need them. • Advise the dwelling owner not to use hot water for the next hour (i.e., not to bathe or shower, do dishes or laundry). Exterior evaluation • Sketch the house, including footprint and elevations. • Note the general condition of cladding, windows, doors, chimney, eavestroughs and landscaping. • Count the number of windows and doors. • Measure any overhang over windows. • Determine the building’s orientation. Interior evaluation (Basement, Living Space and Attic) • Bring all tools and equipment into the house. • Change into shoes suitable for indoors. • Explain the test procedures in general to the dwelling owner. • Obtain permission to go into attic and/or crawl space and check for insulation. • Evaluate the basement and check the crawl space if applicable. • Prepare the house for the blower door test while performing the walk-through. • Evaluate the main floors (as applicable). • Evaluate the attic; re-caulk attic hatch (as applicable). Blower Door Test • Perform the blower door test. • Walk around the house with the dwelling owner to show air leakage areas. • Perform the quick depressurization test. Leaving the House • Pack all equipment and return the house to its pre-evaluation condition. • Ask the dwelling owner to sign a copy of the “Notice to Dwelling owner” page, available in the EnerGuide for Houses report. • Explain to the dwelling owner the next steps and make a follow-up appointment. Advise when the dwelling owner should expect the report; ask that all decisionmakers be present when you present the report. CONDUCTING THE ON-SITE HOUSE EVALUATION • MODULE 5 44 Evaluation guidelines • Walls • Other: — ceilings — heat distribution — lighting — kitchen — thermostat — attic When you first begin to make energy evaluations, you may wish to refer to the “On-Site Evaluation Guidelines” so that you know what to look for as you complete the EnerGuide for Houses: Data Collection Form. On-site evaluation guidelines have been prepared for the following: In addition to the specific data you will collect for each area of the house, there are always four things to make note of as you tour the house: • opportunities for energy savings; • constraints to retrofit work; • health and safety issues; and • structural concerns. • Exterior: — site description — chimney — garage — roof — eavestroughs — exterior doors — building envelope • Heating, hot water, cooling and ventilation systems • Basement • Windows Note these on the EnerGuide for Houses: Data Collection Form next to the component of the house to which they are related. Table 5.2 On-Site Evaluation Guidelines Exterior of House Note the following for all areas of the house: opportunities for retrofit work, constraints to retrofit work, health and safety issues, and structural concerns. Component On-site evaluation guidelines Site description • • • • • • • • Chimney • • • Sketch the footprint of the house on graph paper and indicate north (N) with an arrow. Sketch the front, sides and back elevations of the house, showing the locations of windows and doors and directional orientation (N, S, E, W). Identify any floors over an unheated garage or over an exterior space (e.g., overhanging floors). Note the construction type of the house (e.g., wood frame, log, etc.). Note the type of exterior cladding (e.g., wood siding, stucco, brick, etc.). Measure the dimensions of the house. Check the slope of the ground around the house (there should be 10-degree slope away from the house). Note the proximity of trees next to the house. Document the condition of the chimney. Check for any loose or missing bricks, loose or missing mortar, missing chimney cap, or a metal chimney that is rusting. Note whether the chimney is inside or outside the building envelope and whether the top opening of the chimney is higher than the peak of the roof. Garage • • • Determine if the occupants’ use of the garage affects energy consumption. Identify any unusual use of energy (e.g., a kiln). Determine outside electrical use (lighting). Roof • • • Check for depressions or bulges in the roof. Check for gable, soffit or roof vents (where roof is visible from the ground). Check for plumbing stack (where roof is visible from the ground). MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 45 Exterior of House Component On-site evaluation guidelines Eavestroughs • • • • Determine the general condition of eavestroughs. Check to see if eavestroughs are pulling away from the house. Check that downspouts drain away from the house. Check to see if any icicles are forming or if there is any ice buildup. Look for snow melting on the roof (if you are inspecting the house during warm months, ask the dwelling owner if these conditions exist during the winter months). Also look for signs of ice-damming, such as peeling paint. Exterior doors • • • • • Measure the dimensions of exterior doors. Count the number of exterior doors. Determine the type (metal, wood) of exterior doors and whether they are insulated. Check weatherstripping, sweep and caulking. Patio doors are considered the equivalent of one window; windows in doors should be counted as one window. Building envelope Windows • Note the general condition of windows: check for broken glass, the condition of window frames, and the condition of storm windows. • Identify shading from external shade screens, including the house’s overhangs and awnings. • Determine the extent of window shading: measure the distance the overhang extends from the exterior wall and the distance between the top of the window and the bottom of the overhang. Walls • Check for signs of moisture and air leakage. • Check for peeling paint, efflorescence on foundation walls and gaps in foundation walls. • Note any visible structural damage to the house (wall cracks or crumbling foundation). • If the house has an addition, check the joint between the addition and the original structure; it may need to be sealed on the inside. Insulation • Check for holes drilled in exterior cladding where insulation may have been blown in. • Check for different cladding types where exterior insulation and new cladding may have been added. • Lift the bottom of vinyl or aluminum siding to check for insulation. Vents • Check for air exhausting through vents. • Check that flaps are working and that there is a screen over the fresh-air intake. • Check for plugged or blocked fresh-air intake vents, dryer or other vents, HRV (heat recovery ventilator) air pick-up and crawl space ventilation. • Check that the air-conditioning unit is free of obstructions. • Check the inlet and outlet of the HRV. Other energy-using features • Note other energy-using aspects of the home, such as a swimming pool. CONDUCTING THE ON-SITE HOUSE EVALUATION • MODULE 5 46 Heating, hot water, cooling and ventilation systems Component On-site evaluation guidelines Heating system • • • • Evidence of combustion spillage • • • • • Note primary and secondary heating fuels. Note the general condition of the natural gas pipe and the general condition of the oil tank. Check the nameplate of the heating unit for output and input capacity and check the age and type of unit (make and model may be useful information, if available). Check the fresh-air intake to see if it is blocked and whether it is hard-connected. Also check the damper. • Note whether combustion spillage is occurring in a conditioned or unconditioned space. Note whether combustion spillage is occurring in a confined space. If spillage is occurring in a confined space, identify the combustion air source. Look for discolouration (e.g., rusty grommets). Check for rusty grommets, discolouration around the draft hood, rusty vent connectors and melted insulation on pipes. Check for loose connections. Assess maintenance • • • • Check the general condition of the system: cleanliness, furnace filter, dark staining and soot. Ask the dwelling owner when systems were last serviced. Check for mould growth in attached humidifier. Check for signs of fuel spillage. Hot water tank • • • Determine the fuel source. Check the general condition and age of the tank. Check the nameplate for the efficiency rating, and input and output, if applicable. (The make and model may be useful information, if available.) Check for an insulation blanket and pipe insulation. Check the temperature setting. • • • • Check for blockage in the chimney, corrosion in the pipe, water stains, dark stains, general condition and sagging sections of pipe. Check for adequate clearances between the chimney and combustible materials. Check the condition of surrounding building materials. Cooling system (central air only) • Check the capacity of the system Ventilation equipment Heat recovery ventilator (HRV) • Note the type, capacity and age of the equipment. • Check the general condition of the system: filter, exhaust condensate and drains (fungus, blockage). • Check operation: listen for unusual noise and check for house humidity levels. Exhaust fans • Check the general condition of the system (e.g., grille maintenance and cleanliness of blades). • Perform a tissue test to check fan flow; if the tissue doesn’t hold, it is not considered a fan. • Determine where the fan exhausts to. Electrical • Chimney • Check the condition of wiring; e.g., knob and tube, exposed bare supply wires, extensive or improper use of extension cords. MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 47 Basement Component On-site evaluation guidelines Walls • • Insulation • • • • • • General observations • Assess insulation levels in the walls and the floor of heated basement areas or the crawl space. Identify opportunities to add insulation. Note on form if all walls have the same level of insulation. If they don’t, note your estimate of the percentage of basement wall and floor area that has the same RSI value. Identify constraints to upgrades (e.g., a basement wall against a stairwell or an immovable object too close to a wall). Check headers for air sealing, insulation and unsealed gaps around objects passing through the headers. Check for exterior insulation on shallow basement walls. • • • Identify moisture and other pollutant sources (soiled, wet boxes; paint; wood; an indoor clothesline; pesticides; herbicides; and fertilizer stored indoors). Check for combustible products (gasoline, paint thinners, etc.) stored near combustion appliances. Check for evidence of pests such as cockroaches, sowbugs, centipedes, termites and rodents, etc. Check that the dryer is vented to the outside. To prevent lint buildup, the dryer should have a rigid, smooth-walled aluminum vent duct rather than a flexible, plastic duct. The sump pit should be covered. If the basement has flooded in the past, check for cleanliness. Check for rotten floor joist header ends, beams and other rotten structural members. • Determine the dryer’s fuel source (gas or electric). • • • Laundry Check the general condition of walls (displacement of concrete walls, crumbling or deterioration of walls, cracks). Check for efflorescence and whether walls are damp or clammy. Windows Component On-site evaluation guidelines Dimensions Determine the dimensions of windows • Measure the rough opening of each window (width and length). Construction type Determine window framing and glazing characteristics • Determine whether the frame is made of wood, metal or vinyl (a wood frame may be clad with vinyl or metal). • Knowing the age of a window may assist in its assessment; in windows made after 1982, most metal framing has a thermal break. • Check all windows for the number of panes and the presence of tint and/or low-E coating. • Determine the number of glazings by lighting a match or a lighter next to the window and counting the number of reflections. Double-glazed windows have two reflections; low-E windows have four reflections. • Many low-E windows have the symbol “E”on a label or etched into the glass. An argon-filled window will have a small plugged hole. If argon-filled, a window will always be a low-E; however, a low-E window will not necessarily be argon-filled. General condition • • • ` • Note any broken or cracked glass. Check the condition of the window’s weatherstripping and caulking. Look for signs of moisture and/or condensation; e.g., rotted sashes. Ask the dwelling owner if the window has condensation during the winter months. Check the condition of storm windows. CONDUCTING THE ON-SITE HOUSE EVALUATION • MODULE 5 48 Walls Component On-site evaluation guidelines Define wall composition, including framing type, insulation type and RSI HOT2 XP uses effective RSI values rather than nominal RSI. Effective RSI is a measure of the insulating value of all components of the building envelope, i.e., the inside covering, the insulation, sheathing and exterior finish. Therefore, you must determine the composition of the wall so that an effective RSI can be assigned or to calculate effective RSI. Determine the framing type; i.e.,wood, metal or masonry Metal framing may be found in newer construction and can be detected by using a strong magnet to find studs or by checking in the attic at the edges. Masonry walls are concrete or brick; a wood frame house with a brick veneer is not considered a masonry wall. Some houses may appear to have solid log walls that can actually be a wood frame with log siding. Some log walls have insulated cores; if the dwelling owner does not have documentation of insulation, assume there is no insulation in the walls. Determine insulation type and levels Remove an electrical outlet plate on an exterior wall and probe the cavity with a non-metal device (e.g., a plastic crochet hook). Inspect outlets on each side of the house to verify that all walls are insulated and have the same type of insulation. The thickness of insulation can be estimated by measuring the width of the window jambs (a 2 x 4 wall has 3.5 inches of insulation; a 2 x 6 wall has 5.5 inches of insulation; and a super-insulated, double-stud or strapped wall may have more than 5.5 inches of insulation). IMPORTANT: If you find vermiculite insulation in the walls, do not disturb it. Refer to the document entitled EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos. General condition Check for the following: - signs of excess moisture or inadequate insulation: look for dark spots, discoloured walls, stains, nail heads visible through the interior finish and mould spores; - evidence of removed or modified structural walls or supports, obvious movement in the structure, settling of floors, walls, cracks spreading out from corners of windows or doors, and widespread cracking of ceilings and walls; - bulges, swelling, spongy areas and leaky roof; and - rot around windows, the base of walls, corners and ceiling joints. MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 49 Other Component On-site evaluation guidelines Ceilings • • • Heat distribution • • • Check for signs of excess moisture (e.g., stains on ceilings and around light fixtures and exhaust fans). Ask the dwelling owner if the ceiling “leaks” in the spring when it is not raining. Check for cracks in ceilings. Check the heat supply in each room for any obstructions (e.g., ducts that are closed or blocked by furniture). Check for cold floors (ask the dwelling owner). Check for the air space between the bottoms of doors and the floor covering or the return air duct. Lighting • Check for long-life, compact fluorescent light bulbs. Kitchen • • • Check under the sink for cleaning chemicals that could be the source of indoor pollutants. Turn on the range fan to check its noise level. To check ducting, use a smoke pencil; if air is sucked in at the edges and comes back out through the centre of the fan, the duct is blocked somewhere. Check the filter. Note whether appliances are gas or electric. Thermostat • • Note the thermostat’s location and whether this might affect its operation. Write down the actual thermostat setting to compare with the default. Attic • • If you cannot access the attic, indicate this in the report. Install a plastic tarp on the floor underneath the attic hatch to capture any insulation or dust particles that may fall from the attic when opening the attic hatch. Some advisors prefer to slight pressurize the house before opening the attic hatch to prevent dust from falling into the house when the attic hatch is opened. Ensure occupants are not in the vicinity of the attic hatch when opening it, in case insulation or dust particles fall into the house. Check the weatherstripping on the attic hatch and whether the hatch fits snugly. Check the insulation level of the hatch. Gently check under the top layer of insulation near the attic hatch to identify other types of insulation that may be present underneath. IMPORTANT: If you find vermiculite insulation in the attic, do not disturb it. Refer to the document entitled EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos. Measure the thickness of the insulation using a thin probe, such as a knitting needle. Wipe off the needle with a disposable damp towelette. Although you will not actually enter the attic, check the following from your vantage point at the attic hatch: - plumbing stack and vents: make sure they don’t terminate in the attic; - insulation of ductwork; - air space under the eaves (look for light around the perimeter of the roof); - insulated skylight wall; - insulation type, level and coverage; - discolouration of insulation (a sign that it may have been wet at one time); - signs of animal waste (a health hazard); - signs of chimney deterioration; and - roof leaks. • • • • • • 5.2 Conducting the On-Site Evaluation of New Houses Introduction During the on-site evaluation of a new house that has just been completed, you will collect all information required by the software to finalize the energy rating of the house and to estimate the CONDUCTING THE ON-SITE HOUSE EVALUATION • MODULE 5 50 consumption figures. Data on most components of the house, including the building structure, building envelope, mechanical systems, building area and volume have already been entered into the software at the plan evaluation stage and can be found in the “P” file. It is unnecessary to collect this data a second time unless it is part of the upgrade package. The field verification and testing of all new houses must be done by an independent energy advisor. An employee of the builder cannot do it, even if the builder did his or her own plan evaluation and created the "P" file. This provides for an unbiased final analysis of the house. Upon completion of this module you will be able to: • demonstrate home evaluation etiquette; • confirm included upgrades; and • gather appropriate information on the building orientation and blower door test results. It is advisable at this stage to obtain the "P" file from the builder if he or she has performed the plan evaluation in-house. The plans for the house and upgrades that have been included should also be provided.This will give the energy advisor an opportunity to review the builder’s work and to prepare for the site visit.The style and approximate size of house should be noted.All upgrades should also be listed for verification on site. Finally, it is recommended that the mechanical equipment be listed for verification on site, including the type and capacity of the ventilation system. The energy advisor should use the EnerGuide for New Houses: Data Collection Form.The advisor must list any upgrades in the house, beyond the basic builder package. Preparing for the house evaluation Conducting the house evaluation The first step to be taken is to confirm that the house is at an appropriate stage of completion so that the site verification and testing can be done.The following items should be considered and confirmed with the builder when scheduling a final site visit: The on-site evaluation consists of documenting the specifics of the house and doing the performance testing for air leakage and depressurization. It can be broken into 5 basic steps that include: • The building envelope is complete and can be air tested; • All mechanical equipment is installed and working; • The house is identified and access has been arranged. If any of these items are missing, the trip to the job site will be wasted and must be rescheduled. In some cases, new homes may be set up as sales centers with doors or walls between the house and garage missing. It will not be possible to conduct a blower door test and provide a rating until the house has been returned to condition ready for occupancy. • • • • • arrival; exterior evaluation; interior evaluation; performance testing; and departure. Each of these steps is summarized in table 5.2 “Steps of an Energy Evaluation for New Houses”. Exterior Evaluation The first item to confirm is the location and model of the house.The EnerGuide for Houses label will be issued for a specific house at a specific address.While mix-ups are relatively rare, it is always necessary to confirm that the house as reflected in the "P" file was built at the MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 51 correct address so that an accurate rating label and report can be issued. In some new subdivisions, street signs and addresses may be missing. The second item to confirm is the orientation of the house.When the plans are evaluated, the worst-case scenario is used for the house orientation so that, if the orientation is different when the house is built, it will not have a negative effect on the rating.The actual orientation of the house must be documented.The house orientation is defined as the direction you would be facing if you looked out the front window toward the street. In some cases, the builder may construct a house that is identical to the model that has been evaluated, except that the mirror image of the house has been built. The front and back windows will be the same, but the left and right windows will be on different sides.The energy advisor must verify this. CONDUCTING THE ON-SITE HOUSE EVALUATION • MODULE 5 52 Interior Evaluation The interior evaluation requires the verification of the energy efficiency upgrades in addition to the base case house. It is not necessary for the energy advisor to check and verify every component of the house.There is some trust involved between the builder and the energy advisor. If the builder says that he builds with R-40 (RSI 7.04) ceilings, then it is assumed that there will be R-40 (RSI 7.04) in the attic. Only the energy efficiency upgrades from the base house need to be verified and documented so that the "N" file can be created.The builder should supply the list of energy efficiency upgrades to the energy advisor prior to the site visit. The final item to be confirmed during the site visit is the mechanical equipment.The type and efficiency of the space and water heating appliances and ventilation system must be documented.The capacity of the ventilation system should also be verified so that the appropriate air change rate can be properly modeled in the "N" file. Table 5.2 Steps of an Energy Evaluation for New Houses Arrival • Don’t block the driveway or other entrance. • Announce your arrival to anyone who is present and explain the purpose of your visit. • Advise anyone present not to use hot water during the next hour or so. Exterior evaluation • Determine the orientation of the house • Verify the general characteristics of the house, such as approximate size, number of levels, window orientation, etc. to ensure that they match those found in the "P" file. • Check for any unusual features such as walkout basements, sunrooms, etc. Interior evaluation (Basement, Living Space and Attic) • Bring all tools and equipment into house. • Change into shoes suitable for indoors and pay special attention not to cause any damage. • If anyone is present, explain the test procedures. • Prepare the house for the blower door test while performing the walk-through evaluation. • Verify that all energy efficiency upgrades have been implemented, are present in the house and are indicated on the EnerGuide for New Houses: Data Collection Form. • Verify the mechanical equipment and check for efficiency and capacity. Performance Testing • Perform the blower door test. • Walk around the house with the client to show air leakage areas. (This is optional but can be useful as a training tool and to alert the client to problem areas.) • Perform the quick depressurization test (if required). Departure • Return house to its pre-evaluation condition. • Pack up all of the equipment and notify anyone present that you are leaving. • Lock the house or ensure someone is responsible for its security. MODULE 5 • CONDUCTING THE ON-SITE HOUSE EVALUATION 53 6 HOT2 XP is user- friendly. It is a Windows™—based program that uses drop-down menus to move through the various screens. M O D U L E 6 HOT2 XP: Residential Energy Analysis Software Introduction HOT2 XP is a residential energy analysis software program developed by the CANMET Energy Technology Centre, the research and development arm of NRCan. HOT2 XP is a powerful tool that enables the energy advisor to quickly and easily characterize a house and perform an energy analysis. It uses the analysis engine of HOT2000; the detailed house files it produces can be read by the EnerGuide for Houses version of HOT2000, but not vice versa. HOT2 XP is user-friendly. It is a Windows™–based program that uses drop-down menus to move through the various screens. Upon completion of this module, you will be able to: • explain and use software terminology correctly; • navigate the software; i.e., locate and retrieve files, save files, view and print reports; • use the help file; • use the EnerGuide for Houses file numbering protocol; • accurately input data collected during the evaluation; • explain the default libraries; • calculate effective thermal resistance; • create a new fuel-cost library and update or modify fuel-cost files; • compare estimated results with actual fuel bills; • run an energy analysis; • produce a preliminary EnerGuide for Houses report; and • explain the difference between the EnerGuide run and “General” run. This module provides general information about HOT2 XP. For more detailed instructions for inputting data, refer to Section 3.0 of EnerGuide for Houses: Evaluation Procedures Using HOT2 XP. File-naming standard EnerGuide for Houses uses a file-naming standard for all house files to make data management more efficient.All EnerGuide for Houses EGH contractors use the same file-naming protocol.The file-naming standard should be used in the file identification of HOT2 XP and the file name to ease file manipulation.A typical file name looks like this: The first two digits, 90, identify the EGH contractor that has an EnerGuide for Houses contract with NRCan. Each EGH contractor is issued a unique two-digit code. 9001A00001 File-naming protocol 9001A00001 90 – EGH contractor 01 – energy advisor A – first evaluation (base cases + upgrades) of an existing house U – first evaluation (including upgrades only) of an existing house B – second evaluation (after upgrades are made) of an existing house C – third evaluation (after upgrades are made) of an existing house (infrequent) P – plan evaluation of a new house N – as-built evaluation of a new house 00001 – house indicator The next two digits, 01, are used at the discretion of the EGH contractor to identify each energy advisor. The same number identifying the energy advisor must be used for the A, U, B, C, P and N HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 54 evaluations.When an energy advisor is preparing house files during his/her probationary training period, the twodigits used to identify the energy advisor in the file name must consist of the energy advisors’ initials (first name, then last name). Once the energy advisor is certified, he/she must then rename the house files using their newly assigned two-digit energy advisor number that is assigned to them by the EGH contractor. Before submitting files to the EGH contractor, the energy advisor must ensure that the proper house file names are identified and that the appropriate fuel cost libraries are linked to each file. The energy advisor must then regenerate the *.tsv files before submitting the files to the EGH contractor. Only then can these files be submitted to NRCan. Under no circumstances are files to be submitted to NRCan using another energy advisor’s number. Default libraries The letter identifies whether the file is the pre-upgrade or post-upgrade evaluation. The letters “A” or “P” designate the first evaluation and are called the base case. The letter “U” designates the first evaluation of an existing house, with the proposed upgrades included and is called the upgrade case.This file shows the results as if upgrades have been done.The letters “B” and “N” are used for the second evaluation base case; i.e., the evaluation made after the dwelling owner has had upgrade work done or once a new house has been completed. Records are indexed by the location and age of the house. HOT2 XP version 2.x combines both the base case and the upgrade case files. Users will be required to create a U file only in cases where the house volume changes between the base case and the upgrade case (i.e. when modelling the creation of an addition to the house). The last set of digits after the letter, 00001, is the file locator number and is unique to the house that has been evaluated. A large number of parameters are required to create the house file on which all HOT2 XP calculations are based.The information you enter into HOT2 XP accounts for only a small number (but the most critical) of these parameters. HOT2 XP takes much of the rest of the required information from its default libraries. Each default library is stored as a separate file using the file name extension “SLB.”A default library is made up of a number of records. Each record contains the default information for a “typical” house in a given location and age category. Each record contains the following information: • construction and thermal characteristics of the building envelope; • house geometry factors (e.g., wall heights, floor area, etc.); and • mechanical systems. When you enter the location and year of construction of a house in the “Main Selectors” screen of the “House Builder,” HOT2 XP will automatically retrieve the data from the appropriate record and insert them into the file. For example, HOT2 XP will insert default values for wall and ceiling insulation, airtightness, electrical baseload and window dimensions. It will calculate the geometry of the house based on the width and depth dimensions you have entered. At the “Main Selectors” screen, you must enter the house’s actual values if they differ from the default values. One standard default library (XPSTD.SLB) is distributed with HOT2 XP and is selected to be the “active” library.This is the default library that must be used when determining an EnerGuide for Houses rating.You do not need to interact with the default libraries as HOT2 XP MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 55 does this automatically whenever a new house file is created, or when one of the “default” buttons is selected. Building-envelope default records The default records for building envelope thermal characteristics and construction details are based on the house’s location and the year in which it was built.When you enter the year of construction and location into HOT2 XP, it refers to the library record to assign insulation levels of the envelope. However, because many houses have been retrofitted since they were originally constructed or have a different insulation level than the default value, it is important to enter the actual thermal characteristics of the building envelope. A maximum of two major building envelope components (i.e., walls, attic, floor, basement walls) can be selected from the default library as indicated in EnerGuide for Houses: Evaluation Procedures Using HOT2 XP, Section 3.5. It is strongly recommended that you enter actual characteristics wherever possible. For new houses, only the actual thermal characteristics of the building envelope must be used, based on the building plans and specifications provided by the builder. There will be instances when you won’t be able to collect the actual values for various components of the house. In these cases, the default values will be used. Default values have been developed based on the characteristics of houses that are in the 25 percent worst category; i.e., in a group of 100 houses, 75 of the 100 would have better insulation than those found in the default libraries.This was done so that the house has a conservative rating; most houses are expected to exceed the rating they actually receive if default values are used.Those houses that are below the default values (i.e., in the worst 25 percent) will receive a better rating than warranted if default values instead of actual values are used.Therefore, it is important to collect actual values wherever possible. Energy performance runs You can perform three types of “runs” with HOT2 XP: the EnerGuide for new or existing runs and the General run. EnerGuide run The EnerGuide run produces the energy efficiency rating.When you choose the EnerGuide run, the software applies the EnerGuide for Houses standard operating conditions set by the defaults. Remember that the standard operating conditions are: • four occupants (two adults and two children) present 50 percent of the time; • a temperature set-point of 21°C for the main and upper floors and 19°C for the basement; • a consumption of 225 litres of domestic hot water per day; • an electricity consumption for lighting and appliances of 24 kWh per day; and • a total minimum monthly average ventilation rate of 0.30 air change per hour during the heating season, including natural air infiltration and mechanical ventilation. For the EnerGuide run, the software overrides some of the actual values you have entered and substitutes the standard operating conditions. By using the standard operating conditions, the energy consumption and rating of houses can be compared with one another. Select the appropriate mode for existing or new housing (“EnerGuide for Houses” or “EnerGuide for New Houses” respectively). General run The General run gives the energy consumption of the house based on the input values that you enter into the program rather than the EnerGuide for Houses standard conditions, for example, different occupancy levels, set-point temperature and so on. If you want to compare estimated fuel consumption with the actual energy bills, the General run should be used. For new houses, you will HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 56 not have energy bills to perform this comparison. have a price structure that includes a flat rate per month plus a variable price for different levels of consumption. Fuel-cost libraries For example, fuel costs might be structured as follows: • flat rate per month: $10.00 • first 50 units: $0.15/unit • next 50 units: $0.10/unit • remaining units: $0.05/unit HOT2 XP automatically calculates fuel cost based on the estimated consumption, but it has to know what the fuel costs are in the region where the house is located. In order to do a run with your house file, you need to tell the software which fuel costs to use. (If you don’t allocate a fuel cost, fuel costs will be set to zero in your results and the file will be rejected.) You must create your own fuel-cost library based on the utility costs in the region in which you are performing energy evaluations. In the fuel cost library, you will create a fuel cost record for each utility.You will need to identify the company, location, the units in which the fuel is sold (e.g., gigajoules, litres, etc.) and the year.The Help files will assist you in creating the record. (When you do select a record from the fuel cost library, make sure that it best reflects the actual cost of fuel for the house you are rating.) You will enter the fuel costs in each fuelcost record. Be aware that many utilities When you enter the fuel costs, include applicable taxes in the cost per unit.When you enter the flat rate, include any rental cost plus applicable taxes to more accurately reflect the dwelling owner’s fuel costs. Follow this procedure: • In the rate blocks section of the “Fuel Cost” tab, go to the line called “minimum” and enter the flat rate per month charged by the utility, plus any rental charges for the heating device, plus applicable taxes. Note that the minimum rate must not be used for wood costs. • On line 1, enter the upper limit of the first level of units (e.g., 50) and the cost per unit, including applicable taxes. • On line 2, enter the upper limit of the second level of units (e.g., 100) and the cost per unit, including applicable taxes. MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 57 You must create your own fuel-cost library based on the utility costs in the region in which you are performing energy evaluations. • On line 3, enter 99999 as the upper limit for the remaining pricing level as illustrated in the following example. Example of calculations and inputs to be done to determine fuel cost Rate Block Units $/Unit Charge Minimum $10.00 + $5.00 x 14% $17.10 1 50 (Flat rate + rental + taxes) 2 100 $0.15 x 14% (rate + taxes) 3 99999 $0.05 x 14% (rate + taxes) Fuel bills If you obtain the actual fuel bills for a house, you can compare the metered consumption with the HOT2 XP calculation. Use the “Calculations” screen to compare the bills for the year. If they are not close, think about why this may be happening. Remember that temperature setting is one of the standard conditions for the EnerGuide run. Be aware that if the dwelling owner is setting the temperature one degree lower than the standard, you can expect roughly a two percent difference in energy consumption. If you want to try and modify things to get a closer match, follow the reconciliation steps outlined in Table 6.1 using the General run, not the EnerGuide run.This only applies to existing houses since energy bills will not be available for new houses. Ventilation EnerGuide for Houses ensures that all houses evaluated are adequately ventilated. HOT2 XP will add mechanical ventilation, if needed, during the heating months only when the total minimum average ventilation rate is lower than the target of 0.30 ACH.The software will also ensure that ventilation is adjusted to the house’s volume.Therefore ventilation is imposed only when the minimum average ventilation rate is lower than 25 L/s and to a maximum of no more than 100 L/s.A balanced non-heat recovery system is assumed in the calculation to ensure that a house with no ventilation will not receive a better rating.The addition of mechanical ventilation will result in an increase in energy consumption and may be a reason that the EnerGuide run does not match actual conditions (i.e. energy bills). Applying the requirements above, the EnerGuide run determines the amount of ventilation required as follows: 1. the monthly average ventilation rate (air leakage and mechanical ventilation) for the house is determined for each heating month by the software 2. the ventilation air change (VAC) rate is calculated for the house using the following equation: VAC (L/s) = 0.30 ACH x 1000 / 3600 x Volume of house (m3) 3. the additional required monthly ventilation to meet the above conditions is calculated using the following process: If VAC < 25 L/s then VAC = 25 L/s If VAC > 100 L/s then VAC = 100 L/s Difference (L/s) = VAC (L/s) – monthly average ventilation rate (L/s) If the difference is less than 10 L/s (monthly average ventilation rate is close to VAC) then no additional ventilation is required. If the difference is greater than 10 L/s then the additional ventilation requirement equals the difference. Blower door results are essential for the software to estimate the air change rate of the house in order to know how much ventilation it should add. HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 58 When simulating intermittent ventilation such as bathroom exhaust fans or kitchen range hood fans, assume that the equipment runs 5% of the time (e.g. a 100 cfm intermittent fan should be modeled as a 5 cfm continuous fan). Table 6.1 Reconciling Estimated with Actual Energy Consumption These methods have been created to help establish confidence in the EGH software modeling process. These methods should only be used in the General mode of the software, and cannot be used in calculating the EnerGuide rating of a house. Please note that if you use the techniques outlined in Step 7 of this section, the heating system efficiency must be restored to the appropriate value (as described in the current heating system efficiency guidelines) before calculating the EGH rating, and submitting the file to NRCan. If the estimated energy consumption calculated by HOT2 XP or HOT2000 does not match the fuel bills within 10 percent, try the following steps to reconcile them. Run a calculation between steps to evaluate the effect of the change. Obvious high-energy users such as pools, spas, pottery kilns and pumps for wells in rural areas are not part of the software analysis and will make reconciling difficult. Note that one out of 10 houses is reconcilable due mainly to atypical operating conditions. Step 1: Set the application to “General” in the “File ID” screen. If the application is left to “EnerGuide”, the program will override certain entries to apply the standard operating conditions. Step 2:Verify the house geometry calculated by HOT2 XP, such as volume and wall areas, on the “Envelope Check” screen. If these are not correct, make the necessary changes in the “Geometry Details” screen. Step 3:Verify that you are using the same fuel rates as the fuel bills. Call your local utility if the information is not on the bills. Step 4: In houses where electricity is used only for lights and appliances, sum the kWh consumption for the summer (non-heating) months (take these from the hydro bill) and divide by the billing period (number of days). In the Base Load section, on the “Mechanicals” screen, select “User Electric” and enter the calculated daily consumption in kWh/day. If electricity is used for hot water heating in addition to lights and appliances, increase or decrease the occupancy by one occupant (increase by one to obtain higher electrical consumption, decrease by one to lower electrical consumption). Continue this procedure to try to match the summer bills to the summer electrical consumption as calculated by the program (found in the tables in the Technical Report). Step 5:Adjust the temperature settings to the values reported by the dwelling owner.You may vary this setting by ±2°C. Vary it upward to increase heating fuel consumption; vary it downward to lower heating fuel consumption.Vary by 1°C initially because heating set-points have noticeable effects on heating fuel consumption (approximately two percent). Step 6: If the hot water heating fuel is not electric, compare the summer (non-heating) fuel consumption calculated by the program (refer to the Technical Report with the monthly data tables) with the summer fuel bill consumption. Adjust the number of occupants (as this will impact on the hot water consumption) until the consumptions match.When you have matched the fuel consumptions for the summer, reset the electrical baseload calculated in Step 4 based on the revised number of occupants. Step 7: If the heating system is poorly maintained and is very old, it may not perform to its design efficiency.To increase heating fuel consumption, decrease the efficiency of the heating system to a maximum of 15 percent of its original steady state efficiency (i.e., if the efficiency is 68 percent, a 15 percent reduction will bring it to 58 percent). Poor maintenance of the heat recovery ventilator (HRV) will have a negative impact on its efficiency. The HRV efficiency can be lowered by up to 33 percent. Also, a clogged core and filter will affect airflow.The ventilation rate can be adjusted by ±33 percent. Step 8: If the first seven steps have not reconciled the HOT2 XP estimate to the energy bills, you should verify the insulation values collected on-site. Older houses are often unevenly insulated. Inspect as many wall cavities as possible. Remember, if you find insulation in a cavity, it does not mean that the entire cavity is filled with insulation. MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 59 Note that one out of 10 houses is irreconcilable due mainly to atypical operating conditions. Mechanical system appliances HOT2 XP requires that you enter the energy type and the type of equipment for the heating appliance, hot water tank and air conditioning. HOT2 XP automatically enters the default efficiency value of these appliances.You should correct these using the actual efficiency values as follows. Heating system Whenever possible, use the steady-state efficiency (output ÷ input) of the appliance, calculated from the nameplate specifications or appliance literature. Below is an example of information found on a nameplate for a gas furnace. The measured efficiency of the appliance, based on an actual efficiency test after regular maintenance, can also be used.This cannot be an estimate of the efficiency based on judgment. If the output and input nor the measured efficiency is available, use the AFUE rating from the nameplate specifications or the steady-state efficiency defaulted by the software.You can reduce the efficiency of the appliance slightly if there is evidence that wear and tear may have caused a reduction in efficiency, even with a tune-up. In this case, you can reduce the efficiency by no more than SPECIFICATIONS Model No. G2103-40 Input — Btu/h (kW) 40,000 (11.7) Output — Btu/h (kW) 38,000 (11.1) Temperature rise range — °F (°C) 35—65 (19—36) High static certified by C.G.A. — in wg. (Pa) 0.50 (124) Gas Piping Size I.P.S. — in. (mm) Natural or **Propane 1/ 2 Vent/Intake air pipe size connection — in. (mm) 2 (51) Condensate drain connection — in. (mm) SDR11 1/ 2 Blower wheel nom. diameter x width — in. (mm) 10 x 8 (254 x 203) Blower motor hp (W) 1/ 3 (13) (13) (249) Number and in. (1) 16 x 25 x 1 size of oil filters mm (1) 406 x 635 x 25 Nominal cooling that can be added — tons (kW) 11/2—3 (5.3—10.6) Electrical characteristics 120 volts — 60 hertz — 1 phase (less than 12 amps) All models External filter Part No. LB — 81871CA Mounting kit (optional) *Filter size — in. (mm) (1) 16 x 25 x 1 (406 x 635 x 25) **Isolated combustion system rating for non-weatherized furnaces. Note: Some furnace labels may list different ratings for different altitudes. Use the rating that applies to the altitude for the area where the house is located. HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 60 • 1% of the value of the steady-state efficiency, if taken from the software (e.g., 78% Eff from the software could be reduced to 77% Eff); or • 2% of the value of the steady-state efficiency calculated from the nameplate specifications. Failure to regularly tune-up a heating appliance is not sufficient reason by itself to reduce its efficiency. Domestic hot water heating system Use the energy factor (EF) indicated on the nameplate. If not available, use the default value from the software. Solar domestic hot water heating If the house contains a solar domestic hot water heating system, refer to the document entitled Process to Add Solar Water Heating Equipment in an EnerGuide for Houses Evaluation File for information on how to model it. Solar domestic hot water heaters must be modeled using HOT2000. Wood-heated houses Only predominately wood-heated houses can be modeled as using wood heating. Houses that have a secondary woodheating appliance, such as a wood stove or fireplace, must be modeled using the primary heating system only.A predominately wood-heated house is defined as a house that uses wood as the primary energy source and provides a minimum of 75 percent of its annual space-heating needs. For information on the guidelines and procedures for modeling wood-heated houses, refer to A User’s Guide: EnerGuide for Houses Procedure for Predominately WoodHeated Houses. Cooling appliances If you enter data on the cooling system, data will be used in the energy calculation but will not be taken into account in the rating. Use the coefficient of performance (COP) or seasonal energy efficiency ratio (SEER) found on the airconditioning unit name plate. If there is no COP or SEER on the unit or in the literature belonging to the unit, use the default values from the software. For split-systems, the required information is typically found on the outside condensing unit. Help files You can access the Help files from the main tool bar.They contain information on different topics.You can also access Help from the “House Builder” at the bottom right of the screen. A quick help is also available by right-clicking on the item in question. The EnerGuide for Houses report for existing houses You can access the The base case and upgrade files are used to create the report for the dwelling owner.The report contains the following sections. Refer to the sample EnerGuide for Houses upgrade report in the EnerGuide for Houses: Energy Advisor Workshop Kit as you read through this description of each of its sections. House and Customer information This section gives the customer’s name, address, type of house, date of evaluation and file number. Rating The bar graph shows the current energy efficiency rating of the house, and the potential rating if upgrade work is done. The higher the rating, the more energyefficient and comfortable the house. Typical ratings This section gives a range of typical energy efficiency ratings for different house characteristics and helps to explain the rating. Estimated annual energy consumption and costs This section outlines the conditions upon which the EnerGuide for Houses evaluation is based; i.e., it explains that MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 61 Help files from the main tool bar. the rating is based on standard operating conditions so that houses can be compared with one another.The report gives the estimated annual energy consumption and, if requested, the estimated cost of that consumption, as well as the potential energy consumption and costs if the upgrade work is undertaken. Note: The dwelling owner may wish to know the energy consumption based on actual use; you may wish to produce a report using the General mode instead of the EnerGuide mode using the general Basic Report or Upgrade Report option in HOT2 XP. Table 1 in the report shows the energy consumption by fuel type as well as the potential reduction in consumption if the upgrade work is done. Energy consumption by end use The pie charts show how energy is currently used in the house; i.e., for space heating, hot water heating, lights and appliances.The second pie chart includes the percent of the total use that would be saved by undertaking retrofit work (it does not show the new proportional use of the total energy). Estimated heat loss The bar graph shows how much each component of the house contributes to heat loss.These figures represent the heat loss during the heating season. Both the current heat loss and the projected heat loss after improvements are shown on the graph. Recommended improvements This section contains all of the improvements you recommend. Each recommendation is followed by a description. Module 7 outlines a process for developing these recommendations and suggests options for upgrades based on different house conditions. Suggestions and observations There are suggestions and observations that are built into the software.You should remove any of these that do not apply (to a particular house) and modify those that do apply to better reflect the actual situation.You should also add any suggestions or observations of the house’s condition that you think should be mentioned to the dwelling owner. These may or may not be energy-related. Notice to dwelling owner This section outlines the purpose of the energy evaluation. By signing the “Notice to dwelling owner”, the dwelling owner accepts that the evaluation was conducted based on the standard operating conditions and the energy advisor’s best judgment. It also indicates that the dwelling owner acknowledges the purpose of the evaluation and authorizes the release of the evaluation (including name, address and phone number of the dwelling owner) to NRCan for statistical analysis and quality assurance purposes. Advise dwelling owners that your EGH contractor and NRCan may contact them as part of their quality assurance program to ensure the evaluation was conducted according to NRCan procedures. The EnerGuide for New Houses report The as-built ("N" file) is used to create the report for the dwelling owner. The report contains the following sections. Refer to the sample EnerGuide for New Houses for report in the EnerGuide for New Houses: Energy Advisor Workshop Kit as you read through this description of each of its sections. House and customer information This section gives the customer’s name, address, type of house, date of evaluation, year built and file number. HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 62 Rating The bar graph shows the current energy efficiency rating of the house.The higher the rating, the more energy efficient and comfortable the house is. Typical ratings This section gives a range of typical energy efficiency ratings for different house characteristics and helps to explain the rating. Estimated annual energy consumption and costs This section outlines the conditions upon which the EnerGuide for New Houses evaluation is based; i.e., it explains that the rating is based on standard operating conditions so that houses can be compared with one another.The report gives the estimated annual energy consumption. Energy consumption by end use The pie chart shows how energy is estimated to be used in the house; i.e., for space heating, hot water heating, lights and appliances. Estimated heat loss The bar graph shows how much each component of the house contributes to heat loss.These figures represent the heat loss during the heating season. Energy-saving tips This section contains suggestions on maintaining the efficiency of a new house. Notice to dwelling owner This section outlines the purpose of the energy evaluation and notifies the dwelling owner that the results of the evaluation have been provided to NRCan for statistical analysis. By signing the report, the energy advisor and homebuilder confirm that the evaluation was conducted based on the standard operating conditions and the energy advisor’s best judgment. It also indicates the purpose of the evaluation and notifies the dwelling owner of the release of the evaluation (including name, address and phone number of the dwelling owner) to NRCan for statistical analysis. It also advises the dwelling owner that your EGH contractor and NRCan may contact them as part of their quality assurance program to ensure the evaluation was conducted according to NRCan procedures. Notice to homebuilder This section outlines the purpose of the evaluation and indicates that the homebuilder authorizes the release of the energy simulation results to NRCan for statistical and quality assurance. This section also outlines that it is the responsibility of the homebuilder to pass the dwelling owner report along to the first owner of the new house. This section must be signed by the builder or the builder’s representative. Some builders will sign one copy that applies to a group of houses. Limitations of HOT2 XP The “House Builder” in HOT2 XP is designed to create the components of a house based on a few data entries provided by the energy advisor and many defaults built into the program. Most houses can be modelled accurately in HOT2 XP, but some will require a little more effort. HOT2 XP has a “Geometry Details” screen where the energy advisor may correct dimensions such as wall height, floor perimeter and floor areas. The following are other situations where HOT2 XP must be modified or HOT2000 used to accurately model the house. Windows located on more than the four main orientations (i.e., front, back, left and right) • Using simple geometry, extend or project the window dimensions to the appropriate main orientations. Model the window in two parts, with the dimension of each part approximating the size of the one window; or MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 63 • Import the HOT2 XP file using HOT2000 and use the window entry screen to model the window. More than one foundation type • If the overall house shape is simple (square, rectangular, L-shaped, or T-shaped), model the house in HOT2 XP using the predominant foundation type. Import the HOT2 XP house file using HOT2000 and make the necessary changes to reduce the size of the main foundation and add the new foundation type. • If the second foundation type is for an addition to the house (e.g., sunroom or summer kitchen), model the main house (excluding the addition) using HOT2 XP. Then import the HOT2 XP house file in HOT2000, modify the files as necessary and add the details for the addition. Odd-shaped house • Some odd-shaped houses can be approximated as one of the common shapes supported by HOT2 XP.To add accuracy to this approximation, you must enter the geometry using the perimeter and area instead of width and depth and make the necessary corrections to the “Geometry Details” screen. (See “Plan Shape,” subsection of 3.2,“Main Selectors,” in EnerGuide for Houses: Evaluation Procedures Using HOT2 XP.) • Some complex-shaped houses will have to be modelled using HOT2000 because they are too difficult to correct using the HOT2 XP “Geometry Details” screen. Split-level house • This house type often combines two types of foundations. Start by modelling the larger portion of the house as if it were unattached. (This will save you work when you go to HOT2000 to add on the smaller portion.) Next, import the HOT2 XP file using HOT2000, modify the file as necessary and add the smaller portion of the house using the second foundation type. Summary of HOT2 XP procedures to produce an EnerGuide for Houses report and rating label for existing houses 1. Create a house file. It is recommended that you create a folder in the C directory in which to put all your individual house files. This will ensure that none of your house files will be deleted if you upgrade to a newer version of HOT2 XP. 2. Create a fuel rates record in the fuel-cost library. 3. Enter the fuel costs. 4. Use Section 3.0 of EnerGuide for Houses: Evaluation Procedures Using HOT2 XP as a guide for inputting data into HOT2 XP. This section lists the screens, explains what each one is for and what data is entered into each of them. If needed, the Help files provide more information on how to complete the screens. The EnerGuide for Houses: Data Collection Form is organized in the same chronological order as the software screens to make data entry as easy as possible.You can use the EnerGuide for Houses: House Observation Checklist to help identify any indoor air quality or structural integrity concerns that will need to be resolved and to better define recommended upgrades. 5. Once you have entered all of the house data, save the file with the appropriate letter designation (“A”). Choose the appropriate fuel-cost library. Run an energy analysis and create a report. In the “Calculation Results” screen, compare the total energy consumption and costs with the actual fuel bills when available HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 64 (optional). If the estimated energy consumption calculated by HOT2 XP is not within 10 percent of the actual consumption indicated in the fuel bills, use the reconciliation steps to get a closer match (see Table 6.1). 6.a. If you are not changing the house volume in your upgrade scenario (e.g., no additions are being added to the house, the wall areas remain the same, etc.) then use the following procedure: Once you are satisfied with the results, save the file.Then model your upgrade recommendations in the “Energy Upgrade” screen using the results from your on-site evaluation, the results from the base case simulation, your knowledge of client concerns and renovation, and the “house as a system” principles. To reflect these recommendations, change the building envelope characteristics (e.g., insulation values, airtightness, etc.) to simulate the improved house.The new values you enter for the building envelope characteristics or mechanicals, ventilation, etc., should be based on your upgrade recommendations. Perform an energy analysis on the upgrade file. Check the ventilation data again at this point because upgrades may affect ventilation requirements; for example, you may now need to include or revise the ventilation recommendation. Save the file again. When you do the calculation on the house file, a “Calculation Result” screen will come up, showing the result for the base case and comparing it to the one model with upgrades. Using your best judgement, consider whether you have entered a satisfactory level of upgrades, or whether you can improve the energy use of the house further. 6.b. If you are changing the house volume in your upgrade scenario (e.g., an addition is being built, the wall area is being changed, etc.) then use the following procedure: Once you are satisfied with the base case results, save the file.Then use the Save As command to save the base case, using the letter “U” designation. This is now your upgrade file. Use the upgrade file rather than the base case file to generate recommendations so that you don’t lose your base case information.The recommendations need to be entered in the main "U" file and not by using the "Energy Upgrades" feature. Generate upgrade recommendations using the results from your energy analysis in the “A” file, the results from the base case simulation, your knowledge of dwelling owner concerns and renovation plans, and the “house as a system” principles.To reflect these recommendations, change the building envelope characteristics (e.g., insulation values, airtightness, etc.) to simulate the improved house.The new values you enter for the building envelope characteristics or mechanicals, ventilation, etc., should be reflected in your upgrade recommendations. Perform an energy analysis on the upgrade file. Check the ventilation data again at this point because upgrades may affect ventilation requirements; for example, you may now need to include or revise the ventilation recommendation. Save the file again. When you do the calculation on the upgrade file, a “Calculation Result” screen will come up, showing the potential rating according to the upgrades that you have inserted. MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 65 Using your best judgement, consider whether you have entered a satisfactory level of upgrades, or whether you can improve the energy use of the house further. 7. Once you are satisfied with the changes, generate an upgrade report by using either the base and energy upgrade case information or the “A” and “U” files, and compare the results.This will help you refine your recommendations and identify priorities. Make sure to identify upgrades that must be done before any other renovations are undertaken. Even if the dwelling owner has budget limitations, you should still provide the dwelling owner with all the energy efficiency improvement recommendations you have identified. 8. Once you are satisfied with your results, generate an “EnerGuide Upgrade Report” for the dwelling owner.You will need to enter written recommendations in the report for every upgrade modeled and any relevant observations you made during your on-site evaluation giving special attention to addressing dwelling owners’ concerns. Defaulted suggestions and observations must be modified to ensure personalized and applicable recommendations. 9. Print the final report and the EnerGuide for Houses rating label for the client.The EnerGuide for Houses rating label should be given to the client with the report, unless your EGH contractor decides otherwise. The EGH contractor may decide not to issue a label if the house has a severe problem that should be remedied immediately – regardless of any other work that is being planned.Alternatively, the EGH contractor may choose to issue a label, but the label must specify the concerns or problems. Summary of HOT2 XP procedures to produce an EnerGuide for New Houses report and rating label 1. Create a house file. It is recommended that you create a folder in the C directory in which to put all your individual house files. This will ensure that if you are upgrading to a newer version of HOT2 XP, none of your house files will be deleted. 2. Create a fuel rates record in the fuel-cost library. 3. Enter the fuel costs. 4. Use Section 3.0 of EnerGuide for Houses: Evaluation Procedures Using HOT2 XP as a guide for inputting data into HOT2 XP.This section lists the screens, explains what each one is for and what data is entered into each of them.The builder should provide you with the house plans and specifications required to input the necessary data into the software.This data should reflect the builder’s current construction practices and not the minimum code requirements. If needed, the Help files provide more information on how to complete the screens.The EnerGuide for New Houses: Data Collection Form can be used to gather the information required for the "P" file.The form is organized in the same chronological order as the software screens to make data entry as easy as possible. 5. Once you have entered all of the house data, you must use the orientation for which the energy consumption of the house is the greatest and assume an ACH of 5.5 @ 50 Pa in order to generate the "P" file. HOT2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE • MODULE 6 66 6. Save the file with the appropriate letter designation (e.g. 0199P00101). Choose the appropriate fuel-cost library. Run an energy analysis to determine the house rating.Verify that the house, as specified, has enough ventilation. It is recommended to run the file with the lowest ACH from the last five houses (i.e. most airtight house) that the builder has built to ensure that the house meets the EnerGuide for Houses ventilation requirements.The "Calculation Result" screen can assist you in defining the ventilation capacity required for the house. 7. You may be asked to create upgrade packages for the builder.Any upgrade packages must use a default value of 5.5 ACH and the worst-case scenario orientation. Upgrade packages can be created from within the "P" file using the "Energy Upgrade" function or as a separate file. The builder may also be interested in working with you to determine the most cost-effective upgrades. 9. Once the house is completed and the on-site evaluation has been performed, generate the "N" file using the as-built house characteristics, such as the ACH, the orientation and all of the energy efficiency upgrades implemented. Both the "N" and the "P" files will need to be submitted to NRCan via the EnerGuide for New Houses EGH contractor. 10. Print the EnerGuide for New Houses final report and label for the client. The EnerGuide for New Houses rating label should be given to the client with the report, unless your EGH contractor decides otherwise. Refer to the "EnerGuide for Houses label" in module 8 for information about when a label should not be issued. 8. When you do the calculation on the house file, a "Calculation Result" screen will come up, showing the result for the base case and comparing it to the one model with upgrades. In collaboration with the builder, consider whether you have entered a satisfactory level of upgrades, or whether you can improve the energy use of the house further. Once you are satisfied with an upgrade package, you can use the "EnerGuide Upgrade Report" function to generate a report comparing your base case to the upgrade case (this is the report used for existing houses).This report can show the impact of the energy efficiency upgrades on the house rating and energy consumption.You have the capability to enter written upgrade characteristics in the report. MODULE 6 • HOT 2 XP: RESIDENTIAL ENERGY ANALYSIS SOFTWARE 67 7 M O D U L E 7 Developing Upgrade Recommendations Introduction The upgrade strategy that you develop is one of the most important components of the EnerGuide for Houses Program — the objectives of the program will be met only if clients undertake the energy efficiency improvements that you recommend.The upgrade strategy must motivate clients to undertake at least a minimal level of energy efficiency work on their home. For existing houses: To increase the likelihood that the dwelling owner will implement your recommendations, your upgrade strategy should: • take into consideration any renovation work that the dwelling owner already plans on doing; • provide solutions to existing problems; • respond to dwelling owner concerns such as comfort and safety; • include some easy-to-do, low-cost measures; and • prioritize, where possible, recommendations; and • consider future upgrade possibilities. For new houses: To increase the likelihood that homebuyers will choose to implement the upgrade packages you formulate with each homebuilder, your upgrade strategy should: • include some low-cost measures; • respond to options proposed by the homebuilder; • include some upgrades with a short pay-back period; DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 68 • take into consideration future renovation plans of the dwelling owner; and • respond to concerns such as comfort and safety. In addition, energy advisors must ensure that the structural integrity of the house remains intact and will not be compromised by the recommended energy efficiency improvements. Upgrades must be developed based on the “house as a system” concept. Upon completion of this module, you will be able to: • generate upgrade recommendations that will result in increased energy efficiency and respond to client concerns; and • determine the implications of the upgrade recommendations. Developing upgrade recommendations There are no standard or set recommendations that will automatically apply to each house, nor are there any “cookie cutter” approaches to developing solutions to problems. Each house will be different and you will base your upgrade recommendations on the data you collect and on the “house as a system” principle. The following, however, may assist you in developing your recommendations. Developing upgrade recommendations for existing houses • First, consider items that must be repaired or otherwise dealt with prior to any upgrade work being done. These could also include items that are not presently causing problems, but that may be negatively affected or cause problems as a result of the upgrade recommendations. For example, if there is a moisture problem in the house, you will have to deal with this first. Use the “house as a system” concept as a “filter”; i.e., consider whether any of your recommendations to reduce heat loss will aggravate any existing problem or result in a new problem. IMPORTANT: If vermiculite insulation is present in the home, refer to the document entitled EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos for information on recommendations and statements to include in the EnerGuide for Houses report. Refer to the retrofit upgrade tables at the end of this module to help you to determine the probable cause and potential solution for different problems that you may encounter. These tables are also useful to prompt you to consider all aspects of the house and to remember to consider the house as a system. • Review the EnerGuide for Houses: Data Collection Form and check your notes on existing problem conditions. Make sure your recommendations deal with any problems noted below and address any client concerns. • Deal with any glaring problems. For example, if there is a roof leak, fix it before insulating the attic; if there are leaks in the basement, repair them before insulating; if there is icedamming, deal with it before insulating. • Review the dwelling owner’s existing renovation plans and determine whether there are energy-efficient retrofit measures that you can “piggyback” onto these plans. • Compare the house rating to the typical range and characteristics for the year in which the house was built. If the house is within the typical range, the upgrade recommendations should suggest ways in which the house can either improve in that range or move up to the “next best” range to obtain a better rating.You will generally always make some recommendations regardless of the energy rating of the house. Even if the work doesn’t result in a better rating, it may still reduce energy consumption, improve comfort, or help to preserve the integrity of the building structure. • Check Figure 1 (Energy Consumption Estimates by End Use) of the Upgrade Report to determine how much of the energy end use is allocated to space heating. In a very energy-efficient house, about 60 to 65 percent of total consumption will be allocated to space heating. If 80 percent of the total energy end use is allocated to space heating, there may be considerable room for improvement in energy efficiency. • Check Figure 2 of the Upgrade Report to determine which area of the house has the highest estimated heat loss. If the basement seems to be the greatest heat loss area, for example, formulate recommendations for this area of the house first. Check the data input sheet to find out if there are any conditions that would preclude work (e.g., water leakage), or any conditions that will impact the work (e.g., the dwelling owner plans to renovate the basement or has plans to replace the windows). • Consider the cost-effectiveness of your recommendations; i.e., is it costeffective and realistic to remove the brick exterior on a house to add an inch of insulation? Is it cost-effective to add basement insulation to the exterior MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 69 if the dwelling owner doesn’t want to disturb his/her already finished basement to add insulation? • Table 7.1 lists the target insulation values for building envelope components. Use this table as a guideline for developing insulation recommendations. • Recommend air sealing for any house with an ELA greater than 200 in2.With a standard combustion appliance, you can usually seal to 200 in2 without any combustion air supply problems. Even houses with an ELA lower than 200 cm2 may benefit from air sealing. For example, air leakage may be the cause of a cold corner in a room or of cold floors. In either case, you would consider air sealing to improve comfort.Another reason to consider air sealing is to preserve the building envelope; for example, sealing air leaks into the attic. Use a smoke pencil or other device during the blower door test to locate air leakage points. Refer to the NRCan publication Air-Leakage Control (one in a series of fact sheets about energy efficiency and home renovation available at http://oee.nrcan.gc.ca/publications/ infosource/home) for air leakage locations and methods for air sealing different locations in the building envelope. Note that the joist/header area is often the leakiest location in the building envelope. Developing upgrade recommendations for new houses: When working with new homebuilders to create the initial "P" files and subsequently their upgrade packages, the builder will be able to work with you by suggesting packages that make financial sense for their business. Upgrade recommendations may range from more energy-efficient windows and doors, to higher insulation levels in the attic, to a more efficient furnace. DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 70 Ventilation recommendations You must include a recommendation to add balanced mechanical ventilation with heat recovery if the annual average air change rate, with combined natural and mechanical ventilation is lower than 0.15 air change per hour, regardless of how old or new the house is. NRCan does not permit the labeling of a newly built house that has an ACH rate of less than 0.15. Refer to the "EnerGuide for Houses label" section in module 8 for more information. The type of mechanical ventilation that is recommended depends partly on the location of the house; the critical month for ventilation (i.e.,“shoulder season”) differs because of climate. Use the EnerGuide for Houses: Maps of Climate Data to determine the zone in which the house you are evaluating is located.The locations in upper case letters on the maps are called climate sites. These climate sites are located in zones, the boundaries of which are designated by dotted lines. Find the zone in which the house you are evaluating is located and, in HOT2 XP, select the table for the climate site in that zone. How to use the tables HOT2 XP contains monthly and annual weather data for various locations in Canada.The software automatically calculates the required additional balanced mechanical ventilation capacity in litres per second (L/s).You can use this figure and the following tables (7.2) to determine whether exhaust-only or a balanced heat recovery ventilator is required. HOT2 XP provides the L/s value and the volume of the house.You will need to perform a simple calculation to determine the unknown required mechanical ventilation rate or rate of air change per hour.The example below shows how to perform this calculation. Table 7.1 (a) Suggested Building Envelope Insulation Targets (from Model National Energy Code for Houses) for Different Administrative Regions (Metric) Minimum Effective Thermal Resistance (m2•°C/W) Province Newfoundland Administrative Region Nova Scotia A (Island) A New Brunswick A Quebec A B A <5000 DD Ontario B ≥5000 DD Manitoba A South B North Saskatchewan A Alberta A Calgary/ Lethbridge B Edmonton/ Red Deer C British Columbia A B >4500 DD Northern Interior C ≤ 3500 DD Lower Mainland D and E Yukon A Southern Yukon Heating Source Electricity Oil Electricity Oil Propane Electricity Oil Propane All All Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Propane Wood Energy Rating (W/m2) Above-Grade Assemblies Roof Walls Floors Below-Grade Assemblies Walls Floors 8.8 8.8 8.8 7.0 8.8 7.2 7.2 9.0 7.0 7.0 8.8 7.0 5.6 10.6 8.8 7.0 8.8 8.8 7.0 10.6 10.6 8.8 10.6 10.6 5.6 8.8 8.8 5.8 8.8 8.8 5.8 10.6 8.8 5.8 7.0 7.0 5.4 7.0 7.0 5.9 7.0 7.0 5.9 7.0 7.0 5.9 10.6 8.8 10.6 7.0 4.1 4.1 3.9 3.0 3.9 3.0 3.0 4.1 4.1 4.1 4.4 3.0 2.9 4.7 4.1 3.3 4.1 4.1 3.0 4.4 4.4 4.1 4.1 4.1 3.0 4.1 4.1 3.0 4.1 4.1 3.0 4.1 4.1 3.0 3.1 3.1 2.9 3.1 3.1 2.9 3.1 3.1 2.9 4.3 4.3 4.3 4.7 4.1 4.1 3.0 5.2 4.6 5.2 4.6 5.2 4.6 4.6 5.2 4.6 5.2 5.2 4.6 4.6 7.1 4.6 4.6 4.6 4.6 4.6 5.2 5.2 4.6 5.2 5.2 4.6 5.2 4.6 4.6 5.2 5.2 4.6 5.2 5.2 4.6 2.1 2.1 2.1 2.1 2.1 2.1 2.1 2.1 2.1 2.1 2.1 2.1 7.1 4.6 5.2 4.6 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 1.9 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 3.1 2.1 3.1 3.1 2.1 3.1 3.1 2.1 3.1 3.1 2.1 2.1 2.1 1.7 2.1 2.1 2.1 2.1 2.1 1.7 2.1 2.1 1.7 3.1 3.1 3.1 3.1 Windows and Other Heat Recovery Glazed Areas Openable Fixed -10.0 -13.0 -10.0 -13.0 -10.0 -13.0 -13.0 -13.0 -13.0 -13.0 -10.0 -13.0 -13.0 -10.0 -13.0 -13.0 -6.0 -6.0 -6.0 -3.0 -3.0 -3.0 -10.0 -10.0 -13.0 -13.0 -13.0 -13.0 -13.0 -13.0 -13.0 -10.0 -13.0 -13.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 24.0 -24.0 -10.0 -13.0 -10.0 -13.0 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.6 1.6 1.6 1.6 1.6 1.6 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 -1.1 1.1 1.1 1.5 1.1 1.1 1.1 1.1 1.1 1.5 1.5 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 1.1 MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 71 0.0 -3.0 0.0 -3.0 0.0 -3.0 -3.0 -3.0 -3.0 -3.0 0.0 -3.0 -3.0 0.0 -3.0 -3.0 4.0 4.0 4.0 7.0 7.0 7.0 0.0 0.0 -3.0 -3.0 -3.0 -3.0 -3.0 -3.0 -3.0 -0.0 -3.0 -3.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 0.0 -3.0 0.0 -3.0 Required Required Required Required Required Required Required Required Required Required Required Required Not Required Required Required Required Required Required Required Required Required Required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Not Required Required Not Required Not Required Not Required Not Required Not Required Required Required Required Required Table 7.1 (b) Suggested Building Envelope Insulation Targets (from Model National Energy Code for Houses) for Different Administrative Regions (Imperial) Minimum Effective Thermal Resistance (ft2•°F/Btu) Province Newfoundland Administrative Region Nova Scotia A (Island) A New Brunswick A Quebec A B A <5000 DD Ontario B ≥5000 DD Manitoba A South B North Saskatchewan A Alberta A Calgary/ Lethbridge B Edmonton/ Red Deer C British Columbia A B >4500 DD Northern Interior C ≤ 3500 DD Lower Mainland D and E Yukon A Southern Yukon Heating Source Electricity Oil Electricity Oil Propane Electricity Oil Propane All All Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Natural Gas Electricity Oil Propane Wood Energy Rating (W/m2) Above-Grade Assemblies Roof Walls Floors Below-Grade Assemblies Walls Floors 50 50 50 40 50 41 41 51 40 40 50 40 32 60 50 40 50 50 40 60 60 50 60 60 32 50 50 33 50 50 33 60 50 33 40 40 31 40 40 34 40 40 34 40 40 34 60 50 60 40 23 23 22 17 22 17 17 23 23 23 25 17 17 27 23 19 23 23 17 25 25 23 23 23 17 23 23 17 23 23 17 23 23 17 18 18 11 18 18 17 18 18 17 24 24 24 27 23 23 17 30 26 30 26 30 26 26 30 26 30 30 26 26 40 26 26 26 26 26 30 30 26 30 30 26 30 26 26 30 30 26 30 30 26 12 12 12 12 12 12 12 12 12 12 12 12 40 26 30 26 18 18 18 18 18 18 18 18 18 18 18 18 11 18 18 18 18 18 18 18 18 18 18 18 12 18 18 12 18 18 12 18 18 12 12 12 10 12 12 12 12 12 10 12 12 10 18 18 18 18 DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 72 6 6 6 6 6 6 6 6 6 6 9 9 9 9 9 9 6 6 6 6 6 6 6 6 6 6 6 6 9 6 6 9 6 6 6 6 6 9 9 6 6 6 6 6 6 6 6 6 6 6 Windows and Other Heat Recovery Glazed Areas Openable Fixed -10 -13.0 -10.0 -13.0 -10.0 -13.0 -13.0 -13.0 -13.0 -13.0 -10.0 -13.0 -13.0 -10.0 -13.0 -13.0 -6.0 -6.0 -6.0 -3.0 -3.0 -3.0 -10.0 -10.0 -13.0 -13.0 -13.0 -13.0 -10.0 -13.0 -13.0 -10 -13 -13 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -24.0 -10.0 -13.0 -10.0 -13.0 0 -3.0 0.0 -3.0 0.0 -3.0 -3.0 -3.0 -3.0 -3.0 0.0 -3.0 -3.0 0.0 -3.0 -3.0 4.0 4.0 4.0 7.0 7.0 7.0 0.0 0.0 -3.0 -3.0 -3.0 -3.0 -0.0 -3.0 0.0 0.0 -3.0 -3.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 -15.0 0.0 -3.0 0.0 -3.0 Required Required Required Required Required Required Required Required Required Required Required Required Not Required Required Required Required Required Required Required Required Required Required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Not required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Not Required Required Required Required Required Calculating required mechanical ventilation rate Required mechanical ventilation rate = [known mechanical ventilation rate (L/s, provided by the software) 3600 s/hour] –: [1000 L/m3 x house volume (m3)] Example: ach = (30.65 L/s x 3600 s/h) –: (613 m3 x 1000 L/m3) = 0.18 When you have calculated the air change rate, look up this rate in Column 4 on the table for the house’s location. Column 5 gives the type of mechanical ventilation required and Column 6 gives the ventilation temperature for turning on the exhaust-only ventilation system. so that it is tighter than five air changes per hour at a pressure difference of 50 Pa as shown in Table 7.2. For new houses, you will not be able to calculate an accurate ventilation rate until the blower door test has been performed. To estimate the ventilation requirement, without underestimating it, use the ACH @ 50 Pa of the builder’s most airtight house instead of the default value of 5.5 ACH @ 50 Pa. If you recommend that a heat recovery ventilator be installed, you should also recommend that the house be air sealed MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 73 Table 7.2 Mechanical Ventilation Tables by Location Location (A) One-Storey House EDMONTON Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 above 10 > 0.30 10 > 0.30 9 > 0.30 8 Recommended ventilation to meet 0.30 AC/h during critical month of heating season, ACH Setting for OTCV, °C * Col. 4 Col. 5 Col. 6 0.27 0.04 Exhaust-only 3 7 0.24 0.09 Exhaust-only -4.0 6 0.21 0.12 Exhaust-only 5 0.18 0.15 Balanced HRV Continuous 4 0.15 0.17 Balanced HRV Continuous 3 0.12 0.19 Balanced HRV Continuous 2 0.09 0.22 Balanced HRV Continuous -13 * Outdoor Temperature Control Ventilation (B) Two-Storey House Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 7 > 0.30 6 > 0.30 5 Recommended ventilation to meet 0.30 AC/hr during critical month of heating season, ACH Col. 4 Col. 5 Col. 6 0.25 0.07 Exhaust-only 2.0 4 0.21 0.12 Exhaust-only -8 3 0.16 0.15 Exhaust-only Continuous 2 0.12 0.18 Balanced HRV Continuous * Outdoor Temperature Control Ventilation DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 74 Setting for OTCV, °C * Table 7.2 Mechanical Ventilation Tables by Location (cont’d) Location (A) One-Storey House HALIFAX Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 10 > 0.30 10 > 0.30 9 > 0.30 8 Recommended ventilation to meet 0.30 AC/h during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.27 0.03 Exhaust-only 8 7 0.24 0.09 Exhaust-only 4.0 6 0.18 0.13 Exhaust-only -5.0 5 0.15 0.16 Balanced HRV Continuous 4 0.13 0.20 Balanced HRV Continuous 3 0.12 0.19 Balanced HRV Continuous 2 0.09 0.22 Balanced HRV Continuous (B) Two-Storey House Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 6 > 0.30 5 Recommended ventilation to meet 0.30 AC/hr during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.27 0.05 Exhaust-only 6 4 0.20 0.12 Exhaust-only -4 3 0.15 0.16 Balanced HRV Continuous 2 0.11 0.20 Balanced HRV Continuous MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 75 Table 7.2 Mechanical Ventilation Tables by Location (cont’d) Location (A) One-Storey House MONTRÉAL Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 10 > 0.30 10 > 0.30 9 > 0.30 8 Recommended ventilation to meet 0.30 AC/h during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.26 0.06 Exhaust-only 4 7 0.21 0.11 Exhaust-only -2 6 0.18 0.13 Exhaust-only -10 5 0.15 0.16 Balanced HRV Continuous 4 0.12 0.19 Balanced HRV Continuous 3 0.11 0.20 Balanced HRV Continuous 2 0.08 0.23 Balanced HRV Continuous (B) Two-Storey House Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 7 > 0.30 6 > 0.30 5 Recommended ventilation to meet 0.30 AC/hr during critical month of heating season, ACH Col. 4 Col. 5 Col. 6 0.25 0.07 Exhaust-only 5 4 0.18 0.14 Exhaust-only -7 3 0.13 0.18 Balanced HRV Continuous 2 0.11 0.2 Balanced HRV Continuous DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 76 Setting for OTCV, °C Table 7.2 Mechanical Ventilation Tables by Location (cont’d) Location (A) One-Storey House TORONTO Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 10 > 0.30 10 > 0.30 9 > 0.30 8 Recommended ventilation to meet 0.30 AC/h during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.25 0.06 Exhaust-only 4 7 0.21 0.11 Exhaust-only -3 6 0.18 0.14 Exhaust-only -10 5 0.15 0.16 Balanced HRV Continuous 4 0.11 0.20 Balanced HRV Continuous 3 0.09 0.23 Balanced HRV Continuous 2 0.08 0.23 Balanced HRV Continuous (B) Two-Storey House Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 7 > 0.30 6 > 0.30 5 Recommended ventilation to meet 0.30 AC/hr during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.25 0.06 Exhaust-only 3.0 4 0.19 0.12 Exhaust-only -8 3 0.14 0.18 Balanced HRV Continuous 2 0.11 0.21 Balanced HRV Continuous MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 77 Table 7.2 Mechanical Ventilation Tables by Location (cont’d) Location (A) One-Storey House VANCOUVER Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 10 > 0.30 10 > 0.30 9 > 0.30 8 Recommended ventilation to meet 0.30 AC/h during critical month of heating season, ACH Setting for OTCV, °C Col. 4 Col. 5 Col. 6 0.26 0.06 Exhaust-only 3 7 0.24 0.08 Exhaust-only -2 6 0.19 0.12 Exhaust-only -10 5 0.16 0.16 Balanced HRV Continuous 4 0.12 0.19 Balanced HRV Continuous 3 0.10 0.21 Balanced HRV Continuous 2 0.07 0.24 Balanced HRV Continuous (B) Two-Storey House Air change rate per hour @ 50 Pa Natural air change rate Col. 1 Col. 2 Above 7 > 0.30 6 > 0.30 5 Recommended ventilation to meet 0.30 AC/hr during critical month of heating season, ACH Col. 4 Col. 5 Col. 6 0.26 0.06 Exhaust-only 2.0 4 0.20 0.12 Exhaust-only -8 3 0.15 0.16 Balanced HRV Continuous 2 0.10 0.21 Balanced HRV Continuous DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 78 Setting for OTCV, °C Heating system recommendations The client may be considering changing the heating system for a number of reasons, for example: • the heating equipment is old or in need of repair; or • installing a more efficient heating appliance will help reduce heating costs. If the client plans to replace or upgrade the heating equipment, or if this is one of your recommendations, the size requirements may need to be reviewed. If you also recommend insulating upgrades, air-sealing work or other measures that will reduce heat loss, the size of heating equipment required after the renovations may be different. NRCan recommends replacing a heating system after undertaking energy efficiency upgrades to avoid having an oversized heating system. For existing houses, if the dwelling owner is planning to change the heating system because it is old or because the dwelling owner believes that it is not functioning well, or if it appears that the heating appliance hasn’t been maintained regularly, recommend that it be inspected by a heating contractor and that an efficiency test be done before deciding to replace it. Changing the heating system may be a quick and easy way of reducing the fuel costs.The cost of the equipment must be weighed against the annual reduction in heating costs and any expenditures that may be required to maintain the existing system now or in the future. If the dwelling owner is planning on upgrading or replacing the heating equipment, or if this is one of your recommendations, suggest that the dwelling owner consider ENERGY STAR‚ qualified equipment. If the client decides to change a fuel-fired heating appliance to one that is not naturally aspirated, recommend that the client also change the fuel-fired water heater because it will not heat the chimney sufficiently on its own to get the combustion gases up the chimney. Fuel switching At the client’s request, you can perform a run with a different fuel; for example, convert electric baseboard heating to natural gas. Ensure to specify in your report that the fuel switch has been modeled as per the dwelling owner’s request. Remember that when calculating fuel costs in the second run, you must include the new fuel cost rates as well as the flat rate charge per month. Combustion spillage Where there is evidence of combustion spillage or flue blockage or the house fails the 5-Pa depressurization test, recommend that a heating contractor investigate as soon as possible. Make sure you explain the consequences to the client and suggest that the client immediately install a carbon monoxide detector and either disconnect the exhaust fan that causes the pressure to exceed 5 Pa, unblock the chimney, or turn off the furnace until the heating contractor is able to check the situation. For more information on combustion spillage, refer to Chapters 2 and 3 of this manual. Summary Remember that there is no “cookie cutter” approach to developing upgrade recommendations.There are no hard and fast rules, and a solution for one problem may not be the solution for a similar problem in another house. Take a problem-solving approach when developing your recommendations. Review different options for what may be causing a problem and generate MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 79 potential solutions.Think about what will happen to heat, air and moisture flows as a result of these solutions. If there is a negative effect, either develop a new solution or find a way to deal with the effect of the solution you are recommending. Communicate with the client and listen to his or her concerns. Recommendations that respond to the client’s needs, concerns and plans have a much greater chance of being acted upon. Table 7.3 Retrofit Upgrade Tables PROBLEM POTENTIAL CAUSES OPTIONS TO REMEDY PROBLEM Low R-value • Add interior storm windows. • Replace windows with low E, argon gas filled, double or triple glazed, ENERGY STAR® qualified windows appropriate to the climate of the region in which the house is located. Excessive air infiltration around window trim and sash • Air seal around window trim. • Weatherstrip sashes if they are loose or leaky. Cold outdoor air is circulating between the window and rough opening in the wall • Remove trim and insulate and air seal the rough opening. • Air seal around exterior trim. Insufficient warm air on window surfaces • Advise the dwelling owner to keep curtains open whenever possible. • Use deflectors on warm air registers to direct warm air toward windows. • Increase the temperature of rooms that have windows with condensation by re-balancing the heat distribution system, opening doors, etc. • Install a warm air register beneath the window. Thermal bridging • Replace aluminum frames with wood/PVC/fibreglass frames or thermally broken frames. Condensation between inner and outer panes Moist air leaking into the airspace between glazings • Make the inner sash airtight and vent the outer sash. • Install new storm windows with cavities that are vented and drained. • Replace the window if its seal has failed. Uncomfortable drafts Cold surfaces cause heat loss by radiation • Increase the R-value of windows. • Install curtains over windows. • Air seal and weatherstrip windows. WINDOWS Condensation on windows DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 80 Table 7.3 Retrofit Upgrade Tables (cont’d) PROBLEM POTENTIAL CAUSES OPTIONS TO REMEDY PROBLEM Inadequate insulation levels and/or thermal bridging at stud locations, joints and metal fasteners • Insulate the interior or exterior of the wall. Cold air is leaking into the house • Air seal (e.g., around baseboards, windows and doors, penetrations and header areas). High moisture levels in the house • Eliminate or reduce moisture sources. • Install a quiet exhaust ventilation system with dehumidistat control. Poor air circulation • • • • Moisture stains on ceiling Air/vapour leakage into attic Inadequate insulation • Seal air leakage areas (e.g., attic hatch, light fixtures, plumbing stack, chimneys, openings for electrical wires). • Install a vapour barrier on the ceiling (e.g., apply two coats of vapour barrier paint). • Add insulation. Dripping water from exhaust fan Condensation occurs on cold duct surface and drains back to interior • Insulate the entire length of exhaust duct where it passes through the attic or other unheated areas. • Replace the duct with a factory-made, flexible, insulated duct. • Replace the exhaust fan with a more powerful centrifugal fan and install a spring-loaded damper in the duct. • Provide the duct with an inverted elbow close to the fan so that condensation is trapped before it drains into the fan housing. Air leakage around the grille in the ceiling causes ice buildup in attic, which melts and drains into the house in warmer weather • Remove the grille and thoroughly air seal the perimeter of the fan housing. Air leakage or inadequate insulation • Air seal around exposed floors on interior and exterior of house. • Insulate the upper portion of foundation or crawl space walls. • Supply additional heat to the room. Room is above an unheated space • Insulate the ceiling of the unheated space. • Install insulation to completely fill in exposed floor cavities. • Install effective weatherstripping around the garage door. WALLS, FLOORS AND CEILINGS Condensation on walls Cold floors Increase the number and distribution of return air grilles. Supply fresh air to each bedroom and living area. Undercut all interior doors. Move furniture and/or clothing away from walls. MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 81 Table 7.3 Retrofit Upgrade Tables (cont’d) PROBLEM POTENTIAL CAUSES OPTIONS TO REMEDY PROBLEM Air leakage through cracks in the floor slab or foundation walls • Seal the joint between the floor slab and the foundation walls. • Air seal the block foundation surface. • Make sure that floor drains are filled with water. Water vapour diffusion through the wall and floor • Damp-proof the inside of concrete wall and floor surfaces. • Waterproof and install board insulation over the exterior of foundation walls. • Install a new drain around the footing of the foundation wall. • Ensure that the slope allows water to drain to the sump pit. • Dehumidify the basement during the summer. • Ensure that grade slopes away from foundation (10% slope). Moisture from the ground below the crawl space • Install a moisture barrier over exposed ground in the crawl space. • Seal major leakage areas between the crawl space and indoors. • Dehumidify the crawl space in the summer. • Cover sump pumps. • Vent dryer to exterior. Condensation caused by air leaking into the attic • Seal holes leading to and from the house to the attic, including light fixtures, plumbing vents, chimneys, chases and openings for electrical wires. Condensation caused by vapour diffusion through permeable ceiling materials • Install a vapour barrier (e.g., apply two coats of vapour barrier paint on the ceiling). Rain penetration • On sloped roofs, seal shingles, ridges, gable ends and roof vents. • Install flashings in valleys and saddles behind chimneys. • On flat roofs, build up the roof so that the slope to the drain is adequate (1/8 inch per foot). Snow blows into the attic • Replace deficient roof or gable vents with vents equipped with full-size louvres and bird mesh. • Install flashing where leaks at the ridge or soffits permit entry of wind-blown snow. Water penetration due to ice-damming • Install eave protection from the fascia extending at least three feet up the roof. • Seal the top plate of exterior walls. • Seal air leaks into exterior walls from inside the house. • Install more or improved soffit ventilation. Inadequate ventilation • Air seal all leakage areas into the attic to reduce ventilation requirements. • Install soffit, ridge or gable vents. • Use baffles or cardboard spacers to ensure soffit vents are not blocked by insulation. BASEMENT Humid, damp basement or crawl space ATTIC Moisture in attic IMPORTANT: If vermiculite insulation is present in the home, refer to the document entitled EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos. DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 82 Table 7.3 Retrofit Upgrade Tables (cont’d) PROBLEM POTENTIAL CAUSES OPTIONS TO REMEDY PROBLEM HEAT DISTRIBUTION AND CONSUMPTION Poor heat distribution to part of the house Higher than expected fuel bills Heat loss from ducts • • • • Insulate ducts in unheated areas. Insulate long duct runs. Air seal duct connections. Damper down the fresh-air supply in colder weather. Poor furnace blower performance • • • • • • Clean the blower blades of accumulated grime and dust. Replace the filter if plugged. Tighten or replace the fan belt. Increase the blower speed. Clean the ducts and registers of dust and dirt. Clean upstream side of air conditioner coil or hydronic coil. Inadequate return air opening • Install additional return air in zones that are underor overheated. Warm air is supplied at the ceiling level and can’t reach the floor • Duct warm air to the floor (especially in the basement). • Add a return air opening at floor level. Imbalanced heat distribution system • Recommend that the dwelling owner consult a heating contractor certified by the Heating, Refrigeration and Air Conditioning Institute of Canada (HRAI). • Adjust the flow control dampers/valves. • Install and set new registers in rooms. • Install zone control valves on radiators. • Increase duct size to hard-to-heat rooms and re-balance the system. Warm air is stratified and overheats the upper portion of house • Balance valves or dampers to provide more heat to lower levels and reduce heat at upper levels. • Draw air continuously from upper portions (third floor or cathedral ceiling) and deliver it to the lowest floor. Thermostat is turning on the furnace too often • • • • Furnace fan belt is slipping or broken, or the filter is plugged • Replace the belt or filter as required. Furnace or boiler is oversized • Recommend that the dwelling owner consult a heating contractor certified by the Heating, Refrigeration and Air Conditioning Institute of Canada (HRAI). Inadequate ground slope fails to drain water away from house • Add surface material so that the ground slope away from the house is at least 10 degrees. Eavestrough discharge is too close to the foundation • Install a drain spout extender to two or three feet away from the wall. • If downspouts drain into a weeping tile, disconnect and extend the drain spout two or three feet away from the wall. Locate thermostat away from cold drafts or warm air paths. Clean and calibrate the thermostat. Replace the thermostat. Tune up heating system. EXTERIOR Inadequate drainage of rain or snow melt MODULE 7 • DEVELOPING UPGRADE RECOMMENDATIONS 83 Table 7.3 Retrofit Upgrade Tables (cont’d) PROBLEM POTENTIAL CAUSES OPTIONS TO REMEDY PROBLEM Heat loss from chimney causing poor draft • Recommend that the dwelling owner consult a heating certified by the Heating, Refrigeration and Air Conditioning Institute of Canada (HRAI) or a technician certified by Wood Energy Technical Training (WETT). CHIMNEY PERFORMANCE Poor draft and spillage from a contractor fireplace or wood stove Chimney cools after use and backdrafts into house Competition for air causes fireplace to spill indoors Combustion gas spillage from a gas furnace or water heater Competition for air depressurizes house • Recommend that the dwelling owner consult a heating contractor certified by HRAI. Chimney is blocked or restricted • Recommend that the dwelling owner consult a heating contractor certified by HRAI. Wind is blowing down the chimney • • • • • Furnace heat exchanger is cracked or leaky • Recommend that the dwelling owner consult a heating contractor certified by HRAI. DEVELOPING UPGRADE RECOMMENDATIONS • MODULE 7 84 Install a wind-resistant chimney cap. Trim any excess trees near the chimney. Extend the height of the chimney. Install or reconstruct baffles around the chimney top. Recommend that the dwelling owner consult a heating contractor certified by HRAI. M O D U L E 8 The EnerGuide for Houses Evaluation Report Introduction For existing houses, the energy evaluation report is a powerful sales tool to encourage the dwelling owner to undertake home renovations.When you communicate your findings to the dwelling owner, emphasize comfort, energy savings, building integrity, environmental impact, and “piggybacking” energy efficiency with a planned renovation. For new houses, the report offers the dwelling owner confirmation of their rating and a measure of the energy efficiency of their new house. Upon completion of this module, you will be able to: • guide the client through all aspects of the evaluation report; • choose the most appropriate marketing strategy for recommended energy upgrades based on the client’s motivation and condition of the house; • communicate the benefits of the upgrades in terms of energy savings, increased comfort, building integrity, resale value and environmental action; • explain the rationale of the upgrades in layperson’s terms; and • explain the EnerGuide for Houses rating label. Remember that for new houses, since an EGNH report and rating label may only be produced following the as-built evaluation, the report should not include further upgrade recommendations. The homebuilder is responsible for explaining and delivering the report and label to the dwelling owner in a similar manner to that which is described in the following section. Communicating the report to the dwelling owner: For existing houses The most important thing about the report is how it is communicated to the dwelling owner.You must make sure that both decision-makers, if applicable, hear your explanation. Review the report with both people at once, rather than have one attempt to explain it to the other. If one of the decision-makers is not comfortable with the recommendations or does not have an opportunity to ask questions, he or she will be more reluctant to implement your recommendations.You are, in effect, selling the report and the upgrade work you are recommending. When you meet with the dwelling owner, print two copies of the report, one for the dwelling owner and one for the EGH contractor.The signed “Notice to Dwelling owner” should be included in the report and provided to your EGH contractor. The house energy efficiency rating Explain the current rating of the house and its potential rating. Explain that these ratings are based on standard operating conditions so that houses can be compared with one another. Explain that the lower the house is on the scale, the less energy-efficient it is. Locate the house on the range of typical ratings and compare its current rating with the typical rating for the house type. Some dwelling owners will be worried by a low rating. So, showing that their rating falls within the typical rating for their house type is important. MODULE 8 • THE ENERGUIDE FOR HOUSES EVALUATION REPORT 85 8 Some dwelling owners will be worried by a low rating. So, showing that their rating falls within the typical rating for their house type is important. Typical Energy Efficiency Ratings 0–50 : 51–65: 66–74: 75–79: 80–90: 91–100: Point out the environmental message contained in the report, particularly if protecting the environment is a motivating factor for the dwelling owner. Old house not upgraded Upgraded old house Energy-efficient upgraded older house or typical new house Energy-efficient new house Highly energy-efficient new house House requiring little or no purchased energy Point out the potential rating the house could obtain if upgrades were made, and how the potential rating compares with the typical rating for that type of house. If the potential rating places the house in a higher category, emphasize this strongly. Encourage the dwelling owner to undertake energy efficiency improvements to increase the house’s rating as much as possible. Emphasize that the house will perform very well when its energy efficiency potential is reached, that the structural integrity of the house will be maintained, and that the house’s comfort level will be improved. Point out the environmental message contained in the report, particularly if protecting the environment is a motivating factor for the dwelling owner. Estimated annual energy consumption and costs Explain that the table on energy consumption uses standard operating conditions to allow for comparison with other houses. Point out the difference between the current estimate, the estimate after improvements, and the savings in consumption and costs. The dwelling owner may wish to know what potential savings are possible based on the home’s actual operating conditions rather than the standard conditions.You can generate a report based on the General run to show consumption and savings under these conditions. Be somewhat cautious in how you present dollar savings. These may not be exact and may vary depending on several factors such as occupant behaviour, weather, etc. Energy consumption by end use Explain what is meant by end use; i.e., how the energy is used in the house for space heating, domestic hot water heating, and lighting and appliances. Compare percentages of energy use by end use. Show how much energy could be saved if all the recommended improvements are done. If the current estimate based on the standard operating conditions is higher than actual consumption, be careful in how you present the savings; they will likely be less than what is shown on the EnerGuide Report. Refer to the percentage of savings or the report based on the General run for a more accurate estimate of savings. Estimated heat loss Explain Figure 2 in the report and point out that it shows the estimated heat loss (current and potential) during the heating season. Define each category shown on the graph.Air leakage and ventilation includes heat that escapes through cracks, crevices and other openings in the building, plus heat loss by exhausting air to the outside by fans, the heat recovery ventilator, kitchen fan, dryer vent, etc.“Basement” denotes heat loss through the basement walls. “Ceilings/roof” denotes heat lost through the top of the house.“Main walls” denotes exterior walls of the house, excluding the basement walls. “Windows and doors” denotes heat loss through windows and doors.The heat loss figure for the windows does not include heat gains from solar energy. These heat gains are taken into account in the calculation of heating and cooling energy consumption. THE ENERGUIDE FOR HOUSES EVALUATION REPORT • MODULE 8 86 Use Figure 2 to show which component of the house has the most heat loss and to relate it to any upgrade(s) you recommend. Emphasize that the reduction in heat loss reflects the impact of the improvements. Heat loss is in gigajoules (GJ) on the scale. Don’t be too concerned about explaining the units; the main point is to show which components are losing the most heat, not how much heat. Be careful when explaining this graph to the owner of a very energy-efficient house.The bar graph will show “long bars” because they represent the proportion of heat loss areas in relation to each other. The absolute values will be lower, compared to a less efficient house, but the proportions will likely be similar. Blower door test results Blower door test results are not automatically included in the report, but you should explain them to the dwelling owner. Explain that the blower test measures the house’s air change rate at a 50-Pa pressure difference without any exhaust fans operating. Explain that, for example, an air change rate of four means that all the air in the house is replaced four times every hour through all openings in the building envelope (e.g., cracks and crevices). Explain where this air goes (i.e., into the building envelope) and the effect that it may have (i.e., wet insulation and possible structural damage). Relate the blower door test results to air sealing; i.e., increased comfort and less warm, moist air getting into the building envelope. Also relate the blower door test to ventilation requirements, particularly if you are recommending adding mechanical ventilation. If there is evidence of combustion spillage or flue blockage, or the house fails the -5 Pa depressurization test, provide recommendations to the homeowner as described under "Combustion spillage" in the "Heating system recommendations" section of Module 7. Recommended improvements Explain to the dwelling owner that you have developed your recommendations based on your findings shown in the EnerGuide Report, your assessment of the general condition of the house, the blower door test, and on what the dwelling owner has told you about his or her plans, concerns and problems regarding the house. Explain to the dwelling owner that some of the recommendations are based on the principle that the house is a system; i.e., when one aspect of a house is changed, another part is affected. Point out the recommendations that deal with these effects.This will be made easier if you tie together all of the upgrade recommendations that are linked to one another. For example, if there is a leak in the roof, this must be repaired before attic insulation is added. Explain each of the recommendations one by one, what they mean, and the reason for making them. Relate them to the house’s general condition, the dwelling owner’s concerns and renovation plans, the blower door test results and heat loss areas, and the house as a system. IMPORTANT: If vermiculite insulation is present in the home, refer to the document entitled EnerGuide for Houses Procedures Concerning Vermiculite Insulation that May Contain Amphibole Asbestos for information that you should provide to the dwelling owners. Also point out to them the warning about vermiculite insulation that must be included in the report when vermiculite is present. MODULE 8 • THE ENERGUIDE FOR HOUSES EVALUATION REPORT 87 Explain each of the recommendations one by one, what they mean, and the reason for making them. Suggestions and observations Some suggestions are built into the software; you may wish to add others based on the condition of the house. These may or may not be energy-related. Explain your suggestions, and why you have made them, to the dwelling owner. Sample label for existing houses: Notice to dwelling owner Review once again that the purpose of the program is to help the dwelling owner reduce energy consumption. Explain that EnerGuide for Houses is an NRCan program and that to evaluate its effectiveness, NRCan needs to collect and analyse program statistics. Emphasize that the results of the evaluation will be confidential and handled according to the Privacy Act. The EGH contractors have a right to decide not to issue a label if there is a severe condition in the house that should be remedied, regardless of whether any other work is done. Explain that NRCan will be conducting random quality control measures of some energy evaluations and that NRCan may wish to contact the dwelling owner sometime in the future. Sample label for new houses: Have the dwelling owner sign his or her copy of the report in addition to your file copy. If the dwelling owner refuses to sign the report, the file cannot be sent to NRCan. EnerGuide for Houses label The energy efficiency rating on the EnerGuide for Houses label indicates the house’s energy performance and can be used to compare houses. On the energy efficiency scale, the larger the number, the further to the right the rating and the more energy-efficient the house. The EnerGuide for Houses rating label should be given to the client with the report unless your EGH contractor decides otherwise.The EGH contractors have a right to decide not to issue a label if there is a severe condition in the house THE ENERGUIDE FOR HOUSES EVALUATION REPORT • MODULE 8 88 that should be remedied, regardless of whether any other work is done. If a label is issued for a house with a severe condition, the EGH contractor must specify the concern or severe condition with a warning on the label and in the dwelling owner’s report. If the house has spillage-susceptible appliances and the quick depressurization test indicates a depressurization of 10 Pa or more, a warning must be included on the label or a label cannot not be issued, unless the equipment is rated to withstand the pressure difference. In the case of a new house that has an ACH rate (i.e. combined natural and mechanical ventilation) of less than 0.15, a label cannot be issued. Use the bottom of the label to record the phone number, EGH contractor name and name of the energy advisor. If there are any questions about the evaluation, the energy advisor can be contacted directly.This space must also include a safety warning in cases where some aspect of the house needs immediate attention. Be sure to point out the following : • the rating of the house:“0” represents a very leaky house that could consume as much as five times the energy consumption of a house built to the R-2000 Standard.“100” represents the ideal house — fully selfsufficient with no need for purchased energy; • the annual energy consumption is based on standard operating conditions.These numbers can be used to compare houses. If you want to compare only the energy consumption of two houses, you would use these figures, keeping in mind that larger houses will probably consume more energy than smaller houses.You could also use these figures to estimate the annual heating cost; • the file number: the EnerGuide for Houses file number on the label is identical to the file ID number entered in the software; • the date of the evaluation; and • the NRCan logo and the “Canada” wordmark. Producing the EnerGuide for Houses label Prospective purchasers of a house that has an EnerGuide for Houses label will know that a report was issued. Please advise dwelling owners that NRCan will not provide copies of reports to potential buyers; reports must be obtained directly from the current dwelling owner. The EnerGuide for Houses label is produced using appropriate simulation software. For existing houses, in HOT2 XP select “EnerGuide Upgrade Report” from “Reports” to extract data for generating the EGH label. When prompted to load the base case file, select the appropriate file and click “Open”, then click “Upgrade Report”. Select “Preview” from the “EnerGuide Upgrade Report” then select “EnerGuide label on preprinted stock” and click “OK” to view the information to be shown on the label.If satisfactory, select “print” and click “OK” and the information is then printed on an adhesive label provided by NRCan. For new houses, follow the same sequence, but choose "New Housing Report" from the drop-down menu. You must use the pre-printed adhesivebacked labels provided by NRCan. MODULE 8 • THE ENERGUIDE FOR HOUSES EVALUATION REPORT 89 Conclusion For existing houses, recommend to the dwelling owner that a second evaluation be done after improvements to the house are completed. Reassure the dwelling owner that the second evaluation likely won’t take as long as the original evaluation because data will be collected only for improved areas.A new rating for the house will then be given. For new houses, establish reporting needs with the homebuilder before conducting a plan evaluation. Upon completion of the “as-built” evaluation, provide and explain the EnerGuide for Houses report and label to the builder to pass on to the first dwelling owner(s). THE ENERGUIDE FOR HOUSES EVALUATION REPORT • MODULE 8 90 M O D U L E 9 Reporting Evaluation Results Introduction To assist NRCan to determine the impact of the EnerGuide for Houses Program, you are required to submit regular reports on the energy evaluations that you perform.You will send these reports electronically to your EGH contractor along with other relevant information. These will be compiled with reports from other energy advisors and submitted to NRCan.You should also track any software problems or glitches that you encounter so that these can be corrected in subsequent versions and updates. Upon completion of this module, you will be able to: • prepare reports following standardized protocol; • electronically provide the house file and the export file and any additional information required to your EGH contractor; • track and communicate software problems; and • track and communicate positive aspects of the EnerGuide for Houses Program. Exporting files NRCan requires electronic versions of the house file and the export file (TSV) so that it can track the total energy savings of the EnerGuide for Houses Program across Canada.The export file is created by selecting “Database Export” from the “Reports” pull-down menu in HOT2 XP. When prompted to load the base case and upgrade cases, select the appropriate file(s) and click “Open”. After selecting the file(s) click “Export”. For new houses, you must create an export file using the "P" file and another export file using the "N" file. The software will always create the TSV file in the directory of the base case file. The values that are transferred are the actual inputs in the file (e.g., if number of occupants entered was “6,” this is the number that will be transferred rather than “4”).This will help NRCan re-evaluate standard operating conditions over time. You should also collect and forward additional information, including an indication of written permission from the dwelling owner to transfer the data to NRCan. In the case of new houses, the written permission of the homebuilder is also required.The EGH contractor should keep the written permission in the house file along with information that would be used for quality assurance purposes; e.g., house sketches or photographs. Forward any comments on software, resources and any other information pertinent to improving the program; include both positive feedback and constructive criticism.Your comments will have to be keyed into a word processing program and sent as an attached file with the data files. Your EGH contractor will transfer your data files (HDF or HSE and TSV) to the EnerGuide for Houses database at evaluations@nrcan.gc.ca. Most of the data required by the database will be automatically transferred from the house database export file. If dwelling owner or homebuilder permission was not obtained, the file should not be transferred to NRCan. MODULE 9 • REPORTING EVALUATION RESULTS 91 9 The EGH contractor should keep the written permission in the house file along with information that would be used for quality assurance purposes. To meet NRCan’s quality assurance requirements, the EGH contractors may be asked to provide the following information. EGH contractors must also provide additional information, if requested, such as: • Utility energy rates; and • The make and model of a house’s heating system NRCan maintains an EnerGuide for Houses Web site at energuideforhouses. gc.ca. The site functions in both official languages and is written for the general public. Upon request, the EGH contractor must provide the following documents to NRCan’s quality assurance auditors, for each file being audited: • the electronic house files (hdf or hse and tsv) • a copy of the report given to the dwelling owner • a copy of the “Notice to dwelling owner” signed by the dwelling owner • a copy of the data collection forms and notes taken during the evaluation (hard copy or electronic) Written upgrade recommendations beyond those that are included in the software must be provided to NRCan’s quality assurance auditors for each file being audited. Your EGH contractor will instruct you on preparing this information; i.e., content, format, word processing program, etc., and will provide you with a schedule of when you should submit your electronic and paper files. REPORTING EVALUATION RESULTS • MODULE 9 92 Web sites NRCan maintains the EnerGuide for Houses and EnerGuide for New Houses Web sites at energuideforhouses.gc.ca and energuidefornewhouses.gc.ca.These sites function in both official languages and are written for homebuyers, homeowners, builders and renovators. EnerGuide for Houses energy advisors can visit our members only publication ordering site to order materials for distribution to customers. Once the certification processes is complete, new energy advisors receive access information for this site from their EGH contractor. Participants in our new housing services can visit our members only "Online Marketing Resources Centre" and order publications, download marketing materials, training documents, the Point of Sale Tool (POST) program and more. Once new housing members are licensed, they receive an information kit that includes instructions for accessing the site. Energy efficiency publications can also be viewed and/or ordered online by visiting the Office of Energy Efficiency's Web site at oee.nrcan.gc.ca. A P P E N D I X 1 Instructions for Calculating Assembly R-Values To calculate the assembly R-value for walls, roofs and floors, using Tables 1 to 4, perform the following simple calculations: R assembly = R-value uninsulated assembly (Table 1) + R-value cavity insulation (Table 2 or 3) + R-value additional insulation (Table 4) R-values for uninsulated assemblies shown in Table 1 are for complete assemblies including such things as vapour barriers, air films, airspaces and interior finishes, where applicable. “Wood plank” is a type of wall construction in which planks (2 x 4 or wider) are laid horizontally on top of one another. In other words, there is a solid layer of wood four inches or more thick. Note that pre-1975 construction features many different types of insulation, including glass fibre batts with R-10 batts filling the stud space, whereas post-1975 walls, including new construction, feature R-12 and R-20 batts that fill the 2 x 4 and 2 x 6 stud walls. In using Table 4 for insulation added to the interior or exterior of framed walls, if the assembly has 3/8" plywood or waferboard or 1/2" gypsum sheathing, no further adjustment is needed. If the material chosen in Table 4 is an alternate sheathing used instead of plywood, waferboard or gypsum, deduct R-0.5 (imperial) from the total assembly R-value. Tables from Appendix 1 are from the HRAI Residential Heat Loss and Heat Gain Calculation Student Reference Guide (August 1996 Edition). APPENDIX 1 • INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES 93 1 TABLE 1. R-VALUE OF UNINSULATED ASSEMBLIES WALLS* R-VALUE (h•ft2•F/Btu) RSI VALUE (m2°C/W) 1) Framed, drywall on both sides (e.g., unfinished garage wall) 2.73 0.48 2) Framed, with stucco exterior finish 3.18 0.56 3) Framed, with wood, aluminum or vinyl siding on exterior 3.69 0.65 4) Framed, with brick exterior cladding 4.32 0.76 5) Wood plank, with siding 6.81 1.20 6) Wood plank, with brick (solid layer of wood plus brick) 7.01 1.23 7) Solid masonry 2.61 0.46 8) Solid masonry or concrete, with interior finish 3.41 0.60 1) Framed with a vented attic 1.31 0.23 2) Framed with an unvented attic 3.29 0.58 3) Regular concrete flat roof 2.78 0.49 4) Lightweight concrete flat roof 4.08 0.72 1) Framed with ceiling 3.00 0.53 2) Framed with ceiling (garage) bottom of the floor sealed (closed off) 4.48 0.79 ROOFS AND CEILINGS FLOORS INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES • APPENDIX 1 94 TABLE 2. ADDED R-VALUE OF WALL, CAVITY AND HEADER INSULATION (adjusted for framing losses) UNITS: (h.ft2.°F.Btu) (Multiply R-value by 0.1761 to obtain values in RSI units) INSULATED THICKNESS (INCHES) 1.0 1.5 2.0 3.00 4.37 5.68 2.5 3.0 3.5 8.12 8.80 3.75 5.5 INSULATION TYPE Rock Wool Batts Loose Rock Wool 8.18 Glass Fibre Batts (pre-1975) 5.39 6.70 7.78 8.80 8.18 Glass Fibre Batts (post-1975) 9.65 15.78 Loose Glass Fibre 7.72 8.23 Cellulose Fibre 9.71 10.50 Loose Polystyrene 7.89 8.52 Vermiculite 5.68 6.08 Wood Shavings 6.59 6.98 TABLE 3. ADDED R-VALUE OF ATTIC, ROOF AND FLOOR INSULATION (adjusted for framing losses) UNITS: (h.ft2.°F.Btu) (Multiply R-value by 0.1761 to obtain values in RSI units) INSULATED THICKNESS (INCHES) 2.0 4.0 5.79 11.30 5.5 6.0 7.25 8.0 9.25 10.0 11.25 12.0 14.0 *Per inch value INSULATION TYPE Rock Wool Batts Loose Rock Wool 3.32 13.91 16.52 18.62 22.71 23.90 28.79 29.30 34.92 40.88 2.74 14.20 16.52 19.70 22.71 24.42 28.79 29.58 34.92 40.88 3.17 Loose Glass Fibre 13.00 15.50 17.37 21.18 22.48 26.91 27.60 32.59 38.21 2.88 Cellulose Fibre 16.41 19.42 21.80 26.91 27.99 32.50 36.57 41.68 3.65 9.82 11.92 13.17 16.13 17.20 20.33 21.12 Glass Fibre Batts 10.79 Vermiculite 4.09 7.78 Wood Shavings 4.71 8.91 2.08 2.44 * For insulation depths greater than 14 inches, add per inch value (as shown in last column). Note: The density of a given insulation type affects its R-value. APPENDIX 1 • INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES 95 TABLE 4. R-VALUE OF INSULATION AND SHEATHING MATERIALS TO THE EXTERIOR OR INTERIOR OF WALLS, ROOFS OR FLOORS UNITS: (h.ft2.°F.Btu) (Multiply R-value by 0.1761 to obtain values in RSI units) INSULATED THICKNESS (INCHES) 0.5 0.75 1.0 1.5 2.0 0.97 1.25 1.87 2.50 2.10 2.78 2.5 3.0 3.5 4.0 5.0 6.0 9.26 11.13 11.98 13.97 15.96 19.93 24.02 14.99 17.49 19.99 24.98 29.98 8.5 INSULATION TYPE Lumber Sheathing Fibreboard Sheathing 1.42 Semi-Rigid Glass Fibre Expanded Polystyrene (Type 1) Expanded Polystyrene (Type 2) Expanded Polystyrene (Type 4) Outside Glass Fibre Batts and Strapping Glass Fibre Blanket 2.78 5.62 4.37 6.59 8.80 3.69 5.56 7.44 3.97 5.00 8.01 7.49 4.60 9.99 12.49 6.70 10.79 8.00 11.98 INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES • APPENDIX 1 96 14.02 19.99 27.99 TABLE 5. THERMAL RESISTANCE VALUES FOR BUILDING MATERIALS METRIC IMPERIAL 2 Description per mm (m ,°C/W) for thickness listed per inch (h.ft2.°F/Btu) for thickness listed AIR SURFACE FILMS Still air - horizontal surface - heat flow up e.g., inside ceilings Still air - horizontal surface - heat flow down e.g., inside of floors Still air - vertical surface - heat flow horizontal e.g., inside of walls Moving air – any position e.g., outside of any surface 0.105 0.162 0.120 0.030 0.61 0.92 0.68 0.17 0.150 0.180 0.171 0 0.85 1.02 0.97 0 0.324 0.322 0.980 1.034 0.465 0.480 0 1.84 1.89 5.56 5.87 2.64 2.73 0 AIR SPACES - faced with non-reflective materials 12 mm, 1/2 inch minimum dimension Horizontal space - heat flow up Horizontal space - heat flow down Vertical space - heat flow horizontal Air spaces less than 12 mm, 1/2 inch minimum dimension Air spaces - faced with reflective materials 12 mm, 1/2 inch minimum dimension Horizontal space - faced one side - heat flow up Horizontal space - faced two sides - heat flow up Horizontal space - faced one side - heat flow down Horizontal space - faced two sides - heat flow down Vertical space - faced one side - heat flow horizontal Vertical space - faced two sides - heat flow horizontal Air spaces less than 12 mm, 1/2 inch minimum dimension INSULATION Mineral wool, Rock wool batt or blanket loose fill (blown or poured) Glass fibre, Fiberglass batt or blanket loose fill (blown or poured) Semi-rigid sheathing Rigid roof insulation Cellulose fibre Vermiculite Wood fibre Wood shavings Sprayed Asbestos Expanded polystyrene complying with CGSB 51-GP-20M (1978) type 1 bead board type 2 bead board type 3 bead board type 4 extruded board (e.g. Dow SM) loose fill Natural cork Rigid urethane or isocyanurate board Polyurethane foam Mineral aggregate board Compressed straw board Fibreboard Phenolic thermal insulation 0.0230 0.0190 3.32 2.74 0.0220 0.0200 0.0305 0.0277 0.0253 0.0144 0.0231 0.0169 0.0201 3.17 2.88 4.40 3.99 3.65 2.08 3.33 2.44 2.90 0.0257 0.0277 0.0298 0.0347 0.0200 0.0257 0.0420 0.0420 0.0182 0.0139 0.0194 0.0304 3.71 3.99 4.30 5.00 3.00 3.71 6.06 6.06 2.62 2.00 2.80 4.38 APPENDIX 1 • INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES 97 TABLE 5. THERMAL RESISTANCE VALUES FOR BUILDING MATERIALS (cont’d) METRIC IMPERIAL 2 Description per mm (m ,°C/W) for thickness listed per inch (h.ft2.°F/Btu) for thickness listed STRUCTURAL MATERIALS Cedar logs and lumber Other softwood logs and lumber Concrete: 2400 kg/m3, 150 Ib/ft3 (normal structural concrete) 1760 kg/m3, 110 lb/ft3 480 kg/m3, 30 lb/ft3 Concrete block - 3 oval core Sand and gravel aggregate 100 mm, 4 inch 200 mm, 8 inch 300 mm, 12 inch Cinder aggregate 100 mm, 4 inch 200 mm, 8 inch 300 mm, 12 inch Lightweight aggregate 100 mm, 4 inch 200 mm, 8 inch 300 mm, 12 inch Concrete Block - rectangular core metric size, normal density (2100 kg/m3) (131 Ib/ft3) No insulation in cores 90 mm, 3.5 inch 140 mm, 5.5 inch 190 mm, 7.5 inch 240 mm, 9.5 inch 290 mm, 11.5 inch Cores filled with vermiculite 90 mm, 3.5 inch 140 mm, 5.5 inch 190 mm, 7.5 inch 240 mm, 9.5 inch 290 mm, 11.5 inch Low density (1700 kg/m3) (106 Ib/ft3 ) No insulation in cores 90 mm, 3.5 inch 140 mm, 5.5 inch 190 mm, 7.5 inch 240 mm, 9.5 inch 290 mm, 11.5 inch Cores filled with vermiculite 90 mm, 3.5 inch 140 mm, 5.5 inch 190 mm, 7.5 inch 240 mm, 9.5 inch 290 mm, 11.5 inch 0.0092 0.0087 1.33 1.25 0.00045 0.0013 0.0069 0.06 0.19 0.99 0.12 0.19 0.22 0.71 1.11 1.28 0.12 0.19 0.22 0.71 1.11 1.28 0.26 0.35 0.40 1.50 2.00 2.27 0.17 0.19 0.21 0.24 0.26 0.97 1.08 1.19 1.36 1.48 -----0.40 0.51 0.61 0.69 -----2.27 2.90 3.46 3.92 0.24 0.26 0.30 0.33 0.36 1.36 1.48 1.70 1.87 2.04 -----0.62 0.81 0.98 1.13 -----3.52 4.60 5.56 6.42 SHEATHING MATERIALS Softwood plywood Mat-formed particle board Insulating fibreboard sheathing Gypsum sheathing Sheathing paper Asphalt coated Kraft paper vapour barrier Polyethylene vapour barrier 0.0087 0.0087 0.0165 0.0062 INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES • APPENDIX 1 98 1.25 1.25 2.38 0.89 0.011 neg. neg. 0.062 neg. neg. TABLE 5. THERMAL RESISTANCE VALUES FOR BUILDING MATERIALS (cont’d) METRIC IMPERIAL 2 Description per mm (m ,°C/W) for thickness listed per inch (h.ft2.°F/Btu) for thickness listed CLADDING MATERIALS Fibreboard siding Softwood siding drop – 18 x 184 mm, 3/4 x 7.5 inch bevel – 12 x 184 mm, 1/2 x 7.5 inch - lapped - bevel 19 x 235 mm, 3/4 x 9.5 inch – lapped plywood – 9 mm, 1/3 inch – lapped Brick clay or shale 100 mm, 4 inch concrete and sand/lime – 100 mm, 4 inch Stucco Metal siding horizontal clapboard profile horizontal clapboard profile with backing vertical V-groove profile vertical board and batten profile 0.0107 1.54 0.139 0.79 0.143 0.185 0.103 0.81 1.05 0.58 0.074 0.053 0.42 0.30 0.0014 0.20 0.123 0.246 0.123 neg. 0.70 1.40 0.70 neg. 0.026 0.078 0.058 0.165 0.15 0.44 0.33 0.94 ROOFING MATERIALS Asphalt roll roofing Asphalt shingles Built-up roofing Wood shingles Crushed stone – not dried 0.0006 0.09 0.0062 0.0014 0.0044 0.0087 0.0050 0.0165 0.0087 0.89 0.20 0.63 1.25 0.72 2.38 1.25 INTERIOR FINISH MATERIALS Gypsum board, gypsum lath Gypsum plaster – sand aggregate Gypsum plaster – light aggregate Plywood Hard-pressed fibreboard Insulating fibreboard Mat-formed particleboard Carpet fibrous underlay Carpet rubber underlay Resilient floor coverings Terrazo – 25 mm, 1 inch Hardwood flooring – 9.5 mm, 1/3 inch - 19 mm, 3/4 inch Wood fibre tiles – 13 mm, 1/2 inch 0.366 0.226 0.014 0.014 0.060 0.120 0.209 2.08 1.28 0.08 0.08 0.34 0.68 1.19 APPENDIX 1 • INSTRUCTIONS FOR CALCULATING ASSEMBLY R-VALUES 99 Natural Resources Canada’s Office of Energy Efficiency Leading Canadians to Energy Efficiency at Home, at Work and on the Road