This document provides guidance on writing scopes of work for home energy improvements. It defines what a scope of work is and what it should describe. It also lists important standards and references that should be included or referenced in scopes of work. Specifically, it notes that scopes of work should describe proposed repairs, home performance improvements, prioritization, and estimated energy savings and cost effectiveness. It also warns that expertise is needed and lists moisture, exhaust fans, and other areas that scopes of work may need to address.

1. How to Write a Scope
of Work
Brett Dillon
RESNET Conference 2010

2. Included Referenced
Definition Warnings
Statements Standards
Draft 804 Scope of
Standards Work

3. What is a Scope of
Work?
• Describes:
• Proposed repairs
• Home performance improvements
• Prioritized
• Estimate of energy savings
• Cost-effectiveness

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. Included Statement
“These scopes of work are not a list of
recommendations that may be
implemented alone or in combinations; any
exclusions or variations to these scopes
may result in the home not operating
properly and may include the risk of flue
gas spillage, backdrafting, carbon
monoxide production or moisture problems
within the home.”

6. Warning
• Expertise
• Moisture
• Exhaust fans

7. Referenced
Standards
• Auditor
• Contractor

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. 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. Contractor Scopes of
Work
Prompt Attention
Health & Safety
Licensed Trade

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. 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. Scope of Work
• Performance Standard referenced
• Why?
• Who?
• What?
• Where?
• How?

14. Scope courtesy of Pat Chesney, Tradewinds Appropriate Technology

19. 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

20. Contact
Brett Dillon
bdillon@ibsadvisorsllc.com
www.ibsadvisorsllc.com
Design support by Backyard Studios
www.backyardstudios.net