How to Write a Scope      of Work         Brett Dillon    RESNET Conference 2010
Included               ReferencedDefinition                Warnings            Statements               Standards          ...
What is a Scope of          Work?•   Describes:    •   Proposed repairs    •   Home performance improvements•   Prioritize...
Included Statement “The estimated energy use information contained in the audit report does not constitute any guarantee o...
Included Statement“These scopes of work are not a list ofrecommendations that may beimplemented alone or in combinations; ...
Warning• Expertise• Moisture• Exhaust fans
ReferencedStandards  • Auditor  • Contractor
Auditor•   2006 Mortgage Industry National Home Energy            DistributionSystems by Fan Pressurization”,    Rating Sy...
Contractor•   International Residential Code for One- and Two-Family                Refrigerating and Air-conditioning Eng...
Contractor Scopes of           WorkPrompt Attention                   Health & Safety                                     ...
Draft 804 Referenced      Standards  •   NFPA 70, Section 394.12 (insulation contact w- knob & tube      wiring)  •   ASTM...
Draft 804 Referenced      Standards      NFPA 54 9.3.3 (insulation & combustible materials)  •   NFPA 54-2006 (definition ...
Scope of Work• Performance Standard referenced • Why? • Who? • What? • Where? • How?
Scope courtesy of Pat Chesney, Tradewinds Appropriate Technology
Draft 804 Areas•   Ducts                 •   Dust & Lead•   Air Leakage           •   CO Alarms•   Insulation            •...
Contact          Brett Dillon  bdillon@ibsadvisorsllc.com   www.ibsadvisorsllc.comDesign support by Backyard Studios     w...
Scopes Of Work
Scopes Of Work
Scopes Of Work
Scopes Of Work
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Scopes Of Work

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Transcript of "Scopes Of Work"

  1. 1. How to Write a Scope of Work Brett Dillon RESNET Conference 2010
  2. 2. Included ReferencedDefinition Warnings Statements Standards Draft 804 Scope of Standards Work
  3. 3. What is a Scope of Work?• Describes: • Proposed repairs • Home performance improvements• Prioritized• Estimate of energy savings • Cost-effectiveness
  4. 4. Included Statement “The estimated energy use information contained in the audit report does not constitute any guarantee or warranty of actual energy cost or usage.”
  5. 5. Included Statement“These scopes of work are not a list ofrecommendations that may beimplemented alone or in combinations; anyexclusions or variations to these scopesmay result in the home not operatingproperly and may include the risk of fluegas spillage, backdrafting, carbonmonoxide production or moisture problemswithin the home.”
  6. 6. Warning• Expertise• Moisture• Exhaust fans
  7. 7. ReferencedStandards • Auditor • Contractor
  8. 8. Auditor• 2006 Mortgage Industry National Home Energy DistributionSystems by Fan Pressurization”, Rating Systems Standards, published by published by ASTM International, www.astm.org theResidential Energy Services Network, latest • Reflective Insulation, Radiant Barriers and version,www.resnet.us Radiation Control Coatings, published by the• ASHRAE/ANSI Standard 119-1998 RA-2004 Air Reflective Insulation Manufacturers Association- Leakage Performance for Detached Single- International, www.rimainternational.org Family Residential Buildings, published by the • Protocols for Verifying HVAC Systems to the American Society of Heating, Refrigeratingand ACCA Quality Installation Standard, published Air-conditioning Engineers, Inc., by the Air Conditioning Contractors of America, www.ashrae.org www.acca.org (currently in draft)• ASHRAE/ANSI Standard 152-2004 Method of • Verifying ACCA Manual J® Procedures, Test for Determining the Design and Seasonal published by the Air Conditioning Contractors of Efficiencies of Residential Thermal Distribution America, www.acca.org Systems, published by the American Society of • Verifying ACCA Manual S® Procedures, Heating, Refrigerating and Air-conditioning published by the Air Conditioning Contractors of Engineers, Inc., www.ashrae.org America, www.acca.org• ASTM E1998-02(2007) “Standard Guide for • Verifying ACCA Manual D® Procedures, Assessing Depressurization-Induced published by the Air Conditioning Contractors of Backdrafting and Spillage from Vented America, www.acca.org Combustion Appliances”, published by ASTM • NAIMA Fibrous Glass Duct Installation Check International, www.astm.org List, published by the North American Insulation• ASTM E1827-96(2007) “Standard Test Methods Manufacturers Association, www.naima.org for Determining Airtightness of Buildings Using • AHRI Certification Directory, published by the an Orifice Blower Door”, published by ASTM Air-conditioning, Heating and Refrigeration International, www.astm.org Institute, www.ahridirectory.org• ASTM E1554-07 “Standard Test Methods for Determining Air Leakage of Air
  9. 9. Contractor• International Residential Code for One- and Two-Family Refrigerating and Air-conditioning Engineers, Inc., Dwellings- 2003, published by the International Code Council, www.ashrae.org Inc., www.iccsafe.org • ASTM Standard C1015-06 “Standard Practice for Installation• International Energy Conservation Code- 2006, published by of Cellulosic and Mineral Fiber Loose-Fill Thermal Insulation”, the International Code Council, Inc., www.iccsafe.org published by ASTM International, www.astm.org• International Mechanical Code- 2003, published by the • ASTM Standard C1320-05 “Standard Practice for Installation International Code Council, Inc, www.iccsafe.org of Mineral Fiber Batt and Blanket Thermal Insulation for Light• International Fuel Gas Code- 2003, published by the Frame Construction”, published by ASTM International, International Code Council, Inc., www.iccsafe.org www.astm.org• ANSI/ACCA Standard 5 QI-2007 HVAC Quality Installation • ASTM Standard C727-01 (2007)e1 “Standard Practice for Specification, published by the Air Conditioning Contractors of Installation and Use of Reflective Insulation in Building America, www.acca.org Constructions”, published by ASTM International,• Manual J, Residential Load Calculation, 8th edition, published www.astm.org by the Air Conditioning Contractors of America, www.acca.org • ASTM Standard C1158-05 “Standard Practice for Installation• Manual D, Residential Duct Systems,3rd edition, published by and Use of Radiant Barrier Systems in Building the Air Conditioning Contractors of America, www.acca.org Constructions”, published by ASTM International,• Manual S, Residential Equipment Selection, published by the www.astm.org Air Conditioning Contractors of America, www.acca.org • ASTM Standard E2112-07 “Standard Practice for Installation• Manual RS, Comfort, Air Quality, & Efficiency by Design, of Exterior Windows, Doors and Skylights”, published by published by the Air Conditioning Contractors of America, ASTM International, www.astm.org www.acca.org • Flexible Duct Performance and Installation Standards 4th• Manual T, Air Distribution Basics, published by the Air edition, published by the Air Diffusion Council, Conditioning Contractors of America, www.acca.org www.flexibleduct.org• Manual H, Heat Pump Systems, published by the Air • Fibrous Glass Duct Construction Standards, 5th edition, Conditioning Contractors of America, www.acca.org published by the North American Insulation Manufacturers• Manual G, Selection of Distribution Systems, published by the Association, www.naima.org Air Conditioning Contractors of America, www.acca.org • FTC Trade Regulation Rule 16 CRF 460, Labeling and• ASHRAE Standard 62.2 Ventilation and Acceptable Indoor Air Advertising of Home Insulation, published by the Federal Quality in Low-Rise Residential Buildings, published by the Trade Commission, www.ftc.gov American Society of Heating, Refrigerating and Airconditioning Engineers, Inc., www.ashrae.org• ASHRAE Standard 52.2 Method of Testing General Ventilation Air-Cleaning Devices for Removal Efficiency by Particle Size , published by the American Society of Heating,
  10. 10. Contractor Scopes of WorkPrompt Attention Health & Safety Licensed Trade
  11. 11. Draft 804 Referenced Standards • NFPA 70, Section 394.12 (insulation contact w- knob & tube wiring) • ASTM E1998-02 (backdraft & spillage testing) • ASTM E-2112-07 (installing exterior windows & doors) • ASHRAE 152-2004 (duct leakage testing) • ASHRAE 62.2-2007 (ventilation) • ACCA Manual J: Residential Load Calculation • ACCA Manual S: Residential Equipment Selection • ACCA Manual D: Residential Duct Systems • ANSI/ACCA 5 QI HVAC Quality Installation Specification
  12. 12. Draft 804 Referenced Standards NFPA 54 9.3.3 (insulation & combustible materials) • NFPA 54-2006 (definition of unvented fireplace) • EPA Radon Map • AHRI Directory of Certified Product Performance • 2009 International Energy Conservation Code (IECC) • 2009 International Residential Code (IRC) • UL 2034 (CO alarms) • IAS 6-96 (CO alarms) • CSA 6.19-01 (CO alarms) • CFR Title 40 (lead-safe work practices)
  13. 13. Scope of Work• Performance Standard referenced • Why? • Who? • What? • Where? • How?
  14. 14. Scope courtesy of Pat Chesney, Tradewinds Appropriate Technology
  15. 15. Draft 804 Areas• Ducts • Dust & Lead• Air Leakage • CO Alarms• Insulation • Lighting• Moisture Control • Household Appliances• HVAC • Worst Case Depressurization• Unvented Combustion Appliances • Installation Verification• DWH
  16. 16. Contact Brett Dillon bdillon@ibsadvisorsllc.com www.ibsadvisorsllc.comDesign support by Backyard Studios www.backyardstudios.net

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