20220706IPC to Staff 1-13 - Redacted.pdf

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LISA D. NORDSTROiI
Lead Counsel
lnordstrom@idahopowe r.com
July 6,2022
Jan Noriyuki, Secretiary
Idaho Public Utilities Commission
11331 W. Chinden Boulevard
Building 8, Suite 201-A
Boise, ldaho 83714
Re: Case No. IPC-E-22-15
Application of ldaho Company for Modifications to Schedule 79,
Weatherizatio n Assista noe fo r Q ualifi ed Customers
Dear Ms. Noriyuki
Attached for electronic filing is ldaho Power Company's Response to the First
Production Request of the Commission Staff in the above-entitled matter.
lf you have any questions about the attached document, please do not hesitate to
contact me.
Sincerely
X* !-(^1.+r..*,
LDN:sg
Enclosures
LISA D. NORDSTROM (lSB No. 5733)
ldaho Power Company
1221West ldaho Street (83702)
P.O. Box 70
Boise, ldaho 83707
Telephone: [phone]
Facsimile: [phone]
I no rd strom @ ida hopower. co m
Attomey for ldaho Power Company
BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION
IN THE MATTER OF THE APPLICATION
OF IDAHO POWER COMPANY FOR
MODIFICATIONS TO SCHEDULE 79,
WEATHERIZATION ASSISTANCE FOR
QUALIFIED CUSTOMERS.
oASE NO. |PC-E-22-15
IDAHO POWER COMPANY'S
RESPONSE TO THE FIRST
PRODUCTION REQUEST OF
THE COMMISSION STAFF TO
IDAHO POWER COMPANY
COMES NOW, ldaho Power Company ("ldaho Powef or "Company"), and in
response to the First Production Request of the Commission Staff ("Staff) dated June
16,2022, herewith submits the following information:
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 1
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REQUEST FOR PRODUCTION NO. 1: Please describe how customer eligibility
is evaluated and determined for the Weatherization Assistance for Qualified Customers
("WAQC").
a. Please clarifu what federal and state guidelines are used by local Community
Action Partnership ("CAP") agencies to determine the eligibility of a customer.
Please provide a copy of these guidelines.
b. Please explain what customers are required to provide to CAP agencies to
veriff low-income eligibility.
c. Please describe records kept by the company for customer eligibility.
RESPONSE TO REQUEST FOR PRODUCTION NO. 1:
a. CAP agency weatherization managers use 200% of federal poverty as the
main criteria to determine the eligibility of a household. However, there are
additional guidelines to determine participant and dwelling eligibility. Please
see Attachment 1 provided for this response, ldaho Weatherization
Operations Manual ("|WOM') Programmatic Policies Chapters 1 and2.
b. Please see Attachment 1 provided for this response. IWOM Programmatic
Policies Chapter 1. Policy 1.0303 describes verification of income eligibility
and the documentation used by CAP agencies to verifu low-inc,ome eligibility.
c. Because eligibility is determined by the CAP agencies, records regarding
customer eligibility are not gathered or kept by ldaho Power.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 2
The response to this Request is sponsorcd by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANYS RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION SrAFF TO IDAHO POWER COMPAiIY - 3
REQUEST FOR PRODUCTION NO. 2: Regarding Customer Eligibility,
Attachment No. 2 of the Application states, "Qualified as Low Income as defined by the
federal poverty leveldefined in the current ldaho Weatherization Operations Manual
('IWOM") guidelines or previously qualified for the WAQC program." Please explain if
customers who previously qualified for the WAQC with incomes that now exceed the
cunent low-income criteria will still qualify.
RESPONSE TO REQUEST FOR PRODUCTION NO. 2: Weatherization
customers being considered for re-weatherization will be qualified under current income
guidelines. lf current household income qualifies under the curent ldaho State
Weatherization Assistance Program guidelines as described in IWOM Programmatic
Policies Chapter 1, Policy 1.03, the applicant would then be considered income qualified
to participate in re-weatherization.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 4
REQUEST FOR PRODUCTION NO. 3: Please provide a copy of the cunent
IWOM referenced in Attachment No.2 of the Application.
RESPONSE TO REQUEST FOR PRODUGTION NO. 3: Please see the
attiachments provided br this response.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY, S
REQUEST FOR PRODUCTION NO. 4: Please describe how the weatherization
program and its cost-effectiveness will be reported.
a. Please explain the metrics that will be included in Company's Demand-Side
Management Annual Report.
b. Will the reporting for the re-weatherization program be separated from the
WAQC reporting? Please explain.
c. Will the Company separate the cost-effectiveness calculations for the re-
weatherization program from the WAQC program? Please explain.
d. Will the savings and cost-effectiveness calculations be included in the
Company's energy efficiency portfolio savings and cost-effective calculations?
Please explain.
RESPONSE TO REQUEST FOR PRODUCTION NO. 4:
a. The number of re-weatherized homes, re-weatherization costs, and the
balance of canyover funds wil! be reported as separate line items under the
WAQC program section of the Company's Demand-Side Management
(.DSM') Annual Report,
b. As mentioned in part (a), re-weatherization metrics will be reported as
separate line items within the WAQC section of the DSM Annual Report.
Therefore, re-weatherization will be a piece of the overall WAQC reporting.
c. Yes. The Company plans to calculate overall WAQC cost-effectiveness
inclusive of the current WAQC program and re-weatherization along with
individual breakouts of both.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY.6
d. Yes. As it was presented in the 2021 DSM Annual Report, in future years,
Idaho Power intends to continue reporting the residential sector and overall
portfolio cost-effectiveness ratios with and without the WAQC program. The
WAQC costs and savings will include the re-weatherized homes.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 7
REQUEST FOR PRODUCTION NO. 5: Please respond to the following
regarding HVAC replacement options:
a. Please explain which HVAC replacement options will be available as part of
the proposed re-weatherization program. lf available, please provide a list of
the HVAC replacement options available for the program with the estimated
cost of materials and labor.
b. lf multiple HVAC replacement options are available, please include the factors
used in the decision (i.e. cost, impact based on cost-effectiveness, etc.) and
describe how the Company will determine the best available option.
RESPONSE TO REQUEST FOR PRODUCTION NO. 5:
a. HVAC replacement options will include upgrades to inoperable, inefficient, or
outdated electric forced air and radiant heat systems with either high
efficiency Heating Seasonal Performance Factor ('HSPF") heat pump based
split systems, ductless mini-split heat pump ("DHP') systems, or other forced
air electric systems in limited situations. Certified CAP agency staff will work
with licensed HVAC contractors to evaluate each home to determine the
amount of heating and cooling required to keep occupants warm in the
heating months and cool and dry in the cooling months. A heat load
calculation wil! be performed if necessary. Licensed HVAC contractors will be
procured according to established state Weatherization Assistance Program
procurement procedures to secure pricing. The average system cost will vary
based on application, historically in the range of $6,000 - $10,000 per
installation.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 8
b. CAP Agency certified weatherization staff will determine the best available
replacement option based on site assessments and use the most cost-
effective system for each home. For example, heat pump upgrades for forced
air heating systems and ductless heat pump upgrades for resistance heating
systems. ldaho Power is not involved in the decision-making process
regarding the replacement options. The type of equipment installed will be
determined according to established standards for HSPF and Seasonal
Energy Efficiency Ratings ('SEER').
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 9
REQUEST FOR PRODUCTION NO. 6: Regarding WAQC carryover funds is the
Company proposing to use only the $870,985 cunently available to fund the re-
weatherization program or does it also propose to include future WAQC carryover funds
from the WAQC program for future years' re-weatherization?
RESPONSE TO REQUEST FOR PRODUCTION NO. 6: The curent amount of
carryover funds ($870,985) would be made available immediately upon Commission
approval of the Company's application. All increases and deductions to the carryover
fund balance will be accounted for in each Agency's carryover fund balance in future
years. Annua! canyover funds will be made available for re-weatherization projects until
2025 or the carryover funds run out, whichever comes first. However, as explained in
the Response to Request No. 7, Re-Weatherization Funding criteria is subject to
change.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 10
REQUEST FOR PRODUCTION NO. 7: Page 8 of the Application states, 'Some
of the requirements in Attachment 2 may be subject to change once re-weatherization
projects begin and more information is gathered through stakeholder collaboration and
feedback." Please describe how the Company will propose these potential changes
and how the Commission will be informed of potential changes to the program.
Additionally, please identify any items in Attachment 2 that are not subject to change,
i.e., "projects available until carryover funds run out or until the CAP Agency contract
ends in 2025;
RESPONSE TO REQUEST FOR PRODUCTION NO. 7: The Company will
continue to work with stakeholders and its Energy Efficiency Advisory Group within all
applicable Commission Orders to update the program as necessary. The Company
plans to inform the Commission of any proposed changes that require a tariff change
ahead of time and will report program details and performance in its Demand-Side
Management Annual Report. Below are the sections in Attachment 2 that are not
subject to change and are subject to change:
Sections not subiect to chanqe in Attachment 2
. Customer Eligibility
. Dwelling Eligibility
o HVAC Replacement Eligibility
o Final lnspection
. Re-WeatherizationFunding
o Carryover funding bullet only
o Billing and Payment
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY . 11
Sections subiect to chanoe in Attachment 2
o Re-WeaherizationFunding
o Annualjob average bullet
o Availability bullet
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO PO\,VER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 12
REQUEST FOR PRODUCTION NO. 8: Please describe inspection records that
are maintained by the Company for the WAQC program.
RESPONSE TO REQUEST FOR PRODUCTION NO. 8: The Company only
maintains copies of the Job Order Sheets with comments from the home verifiers when
invoices are submitted to the Company for payment. All other documentiation, such as
final inspection documents from permit issuing entities, are required to be held on file at
the CAP Agencies and can be made available at the Company's request.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY.l3
REQUEST FOR PRODUCTION NO. 9: Does the Company receive copies of job
completion forms, listed in Attachment 2 of the Application, from the CAP agency? lf
yes, please provide examples. lf the Company does not receive the forms, please
explain why not.
RESPONSE TO REQUEST FOR PRODUCTION NO. 9: Yes, the Company
receives copies of Job Order Sheets from the CAP agencies. For examples, please see
the attachments provided for this response.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 14
REQUEST FOR PRODUCTION NO. 10: Page 8 of the Application states that,
"ldaho Power estimates that there are approximately 1,000 homes eligible for re-
weatherization." How does the Company plan to inform these customers that they are
eligible for the re-weatherization program?
RESPONSE TO REQUEST FOR PRODUCTION NO. 10: The Company will
query its intemal WAQC database for past WAQC jobs that did not receive an HVAC
replacement within the last 14 years and split the list by each individual CAP agency.
The weatherization managers at each CAP Agency will be provided with their specific
list and can contact potential customers about re-weatherization projects.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY. 15
REQUEST FOR PRODUCTION NO. 11: Page 4 of the Application states "for
the second verification method, ldaho Power contracts with two companies that employ
building performance specialists to veriff the installed measures." What records are
these specialists providing to the Company? Please provide samples of the reports the
specialists gave to the Company confirming the WAQC measures were installed
conectly over the past five years. Please provide a list of items the specialists checked
to verify the installed measures in the WAQC.
RESPONSE TO REQUEST FOR PRODUGTION NO. 11: Home verifiers
receive a copy of the weatherization Job Order Sheet ("JOS') completed by the CAP
agency auditor which outline the measures to be upgraded or installed by the
weatherization crew, notes from the weatherization crew, and the name of the CAP
Agency staff member who completes the final inspection. The home verifier uses this
JOS to understand what measures were completed and what to verify. The home
verifier is able to use a copy of this JOS to add notes during the verification visit. This
form is submitted to the Company with verifier's invoice for payment, and examples are
provided as attachments to Request No. 9.
One verification company has made notes, comments, and observations in red
text on the copy of the JOS during the verification process as shown in Attachments 1
and 2 provided for this response. Along with the annotated JOS, the verification
company sends customer responses to two survey questions as shown in Attachment 3
provided for this response.
The second home verification company uses the JOS as reference and provides
notes, comments, and observations in a separate report as shown in Attachment 4
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 16
provided for this response. The seeond verification company also provldes customer
survey responses as well with examples provided as Attachments 5 through 9 for this
response.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
IDAHO POVI/ER OOMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANV. 17
REQUEST FOR PRODUCTION NO. 12: ln Attachment 2, under Re-
Weatherization Funding, it states "Production job costs wil! be Iimited to a $9,000
maximum annualjob average plus the administrative fee of 10o/o of the production cost
per job." Please clarify whether the jobs are capped at $9,000 or if the average annual
job costs are capped at $9,000? lf the average cost is capped, please explain what
processes the Company will employ to ensure the job average does not exceed $9,000.
RESPONSE TO REQUEST FOR PRODUCTION NO. 12: The individualjobs
are not capped, rather the average annua! job costs are capped at $9,000. This will
allow weatherization managers flexibility if costs vary between jobs. This follows the
same process as the current WAQC program where each CAP Agency manages and
reports their average job costs to the Company periodically throughout the year. The
Company monitors these reports and communicates with the CAP Agency if issues are
identified.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
]DAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 18
REQUEST FOR PRODUCTION NO. 13: Please explain how the Company
determined the $9,000 annualjob average. Please provide any supporting documents
or calculations used to determine the amount.
RESPONSE TO REQUEST FOR PRODUCTION NO. 13: The Company
verbally worked with CAP Agencies and CAPAI in several meetings to estimate the
costs of HVAC materials and installations and does not have supporting documentation
It was determined from the Company's internalWAQC database that the average cost
of the fumace replacement measure was approximately $6,000 based on jobs
completed over the last two years. With this as a baseline, $9,000 was negotiated
between all parties to provide for HVAC equipment, permitting, and any electrical
upgrades necessary to accommodate residential HVAC installments. As shown in the
Response to Request No. 7, this amount may change after re-weatherization activities
begin and more cost data is compiled. For re-weatherization activities, CAP Agencies
would bill actua! HVAC equipment and installation costs plus 10% administrative fee.
The response to this Request is sponsored by Quentin Nesbitt, Customer
Research & Analysis Leader, ldaho Power Company.
Respecttully submitted this 6th day of July 2022
X*!.7(,,*t".*,
LISA D. NORDSTROM
Attorney for ldaho Power Company
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 19
CERTIFICATE OF SERVICE
! HEREBY CERTIFY that on the 6th day of July 20221 served a true and conect
copy of ldaho Power Company's Response to the First Production Request of the
Commission Staff to ldaho Power Company upon the following named parties by the
method indicated below, and addressed to the following:
Commission Staff
Dayn Hardie
Deputy Attorney General
ldaho Public Utilities Commission
472 West Washington (83702)
P.O. Box 83720
Boise, ldaho 83720-007 4
City of Boise City
Ed Jewell
Deputy City Attomey
Boise City Attorney's Office
150 N. Capitol Blvd.
P.O. Box 500
Boise, Idaho 83701
Wil Gehl
Energy Program Manager
Boise City Dept. of Public Works
150 N. Capitol Blvd.
P.O. Box 500
Boise, ldaho 83701-0500
_Hand Delivered
_ U.S. Mail
_ Overnight Mail
_ FAXX Email [e-mail]
_Hand Delivered
_ U.S. Mail
_ Overnight Mail
_ FAXX Email [e-mail]
[e-mail]
_Hand Delivered
_ U.S. Mail
_ Overnight Mail
_ FAXX Email [e-mail]
')tru^ro tlt^J.
Stacy Gust, Regulatory Administrative
Assistant
IDAHO POWER COMPANY'S RESPONSE TO THE FIRST PRODUCTION REQUEST OF THE
COMMISSION STAFF TO IDAHO POWER COMPANY - 20
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 1
ATTACHMENT NO. 1

Idaho Weatherization
Operations Manual
of Programmatic Policies

Effective 04/01/2021

Version 2021.04.01
Idaho Weatherization Operations Manual of Programmatic Policies
Page 1
Introduction: The Idaho Weatherization Program
Policy 0.01: The Idaho Weatherization Operations Manual of
Programmatic Policies (IWOM-P)
0.0101: Idaho Weatherization Program Summary
The Idaho Weatherization and Energy-Related Home Repair Program (Idaho Weatherization Program) is
designed to reduce energy costs for low-income households by increasing the energy efficiency of their
homes, while ensuring their health and safety.
0.0102: Purpose of This Manual
The purpose of the IWOM-P is to provide guidance for the programmatic policies governing the funding
sources received by IDHW for the Idaho Weatherization Program.
0.0102.01: Precedence of Policy
The master document that governs programmatic policies is the Idaho WAP State Plan. Any
disagreement between this document and the State Plan, if any, will be corrected when found.
0.0103: Version Control
0.0103.1: Margin Lining
Starting with the next release of the IWOM-P, solid vertical lines in the right-hand margin indicate
substantive changes from the previous version. Major changes in policy shall be denoted with margin
lining in red. Less substantial changes (e.g., clarity updates) shall be denoted with margin lining in black.
Margin lining shall not be used for minor updates, such as the correction of typographical errors, changes
in formatting, or the addition of relevant links or regulatory citations for each section, nor shall notification
necessarily be presented to the network for these types of minor updates.
Policy 0.02: Definitions
The terms defined in this section shall have their meanings consistently applied throughout the IWOM-T,
except when specifically noted.
For More Information see also:
➤ BPI Certified Professionals
➤ EPA Lead Renovation, Repair and Painting Program Rules
➤ SWS Glossary
➤ IWOM-T: Definitions
0.0201: Agency Terms
1. BPA (Bonneville Power Administration): The self-funded, nonprofit Federal power marketing
administration based in the Pacific Northwest that is one of the four regional power-marketing
agencies within DOE.
2. BPI (Building Performance Institute): A nonprofit standards development and credentialing
organization for residential energy auditing and upgrade work.
3. CAPAI (Community Action Partnership Association of Idaho): The nonprofit organization that
provides T&TA on behalf of IDHW to ensure competent implementation of the Idaho Weatherization
Program.
4. DOE (US Department of Energy): The US governmental agency entrusted with ensuring the
nation’s security and prosperity by addressing its energy challenges through transformative science
and technology solutions.
5. DSP (Direct Service Providers): The nonprofit organizations that are granted funding to provide
services to low-income families in Idaho. Within the context of the IWOM-T, it generally refers to those
DSPs that provide weatherization services.
6. EPA (US Environmental Protection Agency): The US governmental agency entrusted with
environmental protection matters.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 2
7. HHS (US Department of Health and Human Services): The US governmental agency entrusted
with enhancing and protecting public health.
8. IDHW (Idaho Department of Health and Welfare): The Idaho governmental agency entrusted
with promoting and protecting the health and safety of the people of Idaho. IDHW is the grantee that
receives DOE, LIHEAP, and BPA funds directly from Federal grantors.
9. IREC (Interstate Renewable Energy Council): A nonprofit organization that works to expand
consumer access to clean energy, generates information and objective analysis in best practices and
standards, and leads programs in building clean energy workforces.
10. NREL (National Renewable Energy Laboratory): A US government-owned, contractor-operated
facility specializing in renewable energy and energy efficiency research and development projects. It
maintains and updates the SWS.
11. SSA (Social Security Administration): The US governmental agency that administers Social
Security and SSI.
0.0202: Benefit Program Terms
1. LIHEAP (Low-Income Home Energy Assistance Program): A Federal program administered by
HHS that is designed to help low-income families meet their immediate home energy needs.
2. SNAP Benefits (Supplemental Nutrition Assistance Program): A Federal program administered
by the US Department of Agriculture that provides food-purchasing assistance for low-income persons.
Formerly known as Food Stamps.
3. SSD (Social Security Disability Insurance): A Federal insurance program administered by SSA that
is designed to help individuals who are physically restricted in their ability to be employed because of a
disability and have paid a sufficient amount of past payroll taxes paid into Social Security. This
program is frequently confused with SSI.
4. SSI (Supplemental Security Income): A Federal income assistance program administered by SSA
that is designed to help aged, blind, and disabled people, who have little or no income. It is funded by
general tax revenues, not Social Security payroll taxes.
5. TANF (Temporary Assistance to Needy Families): A Federal assistance program administered by
HHS that is provides cash assistance to low-income American families. Within the State of Idaho, it is
referred to as TAFI (Temporary Assistance to Families in Idaho). Formerly known as ADFC (Aid to
Families with Dependent Children).
6. Title IV of the Social Security Act: Provisions within the Social Security Act officially referred to as
“Grants to States for Aid and Services to Needy Families with Children and for Child–Welfare Services”,
that include TANF.
7. Title XVI of the Social Security Act: Provisions within the Social Security Act officially referred to as
“Supplemental Security Income for the Aged, Blind, And Disabled” that include SSI.
8. WAP (Weatherization Assistance Program): A federal program administered by DOE that is
designed to help low-income families reduce their energy consumption and costs through home energy
retrofits prescribed by a competent energy auditor.
0.0203: Milestone Terms
1. Application Date: The date the application is completed and signed by the applicant and all
supporting documentation is received by the DSP.
2. Job Start Date: The date the energy audit of the dwelling takes place. If the energy audit takes
course over multiple dates, such as might be the case in response to an emergency, it is the date the
energy audit began.
3. Crew Start Date: The date a dedicated weatherization crew first performs work on the dwelling.
4. Crew Completion Date: The last date a dedicated weatherization crew performs work on the
dwelling.
5. Job Completion Date: The date the final inspection of the dwelling takes place.
6. Job Submission Date: The date the project is officially recognized and submitted by the DSP as
complete, with all invoicing from any subcontracted measures received and accounted for.

Idaho Weatherization Operations Manual of Programmatic Policies
Page 3
0.0204: Measure Category Terms
[10 CFR 440.3; 10 CFR 440.16; 10 CFR 440.18; 10 CFR 440.21; DOE DOE WPN 17-7; DOE DOE
WPN 19-4; DOE DOE WPN 19-5]
1. ECMs (Energy Conservation Measures): The budget category for any measures performed for their
anticipated energy savings. ECMs include Baseload and Seasonal Usage Measures. The cost of each
ECM includes the cost of its ancillary items. Depending on funding source and measure, ECMs may be
either deemed cost-effective (as with GRMs), or SIR-justified with an SIR of 1.0 or greater.
• AIs (Ancillary Items): Small items required to achieve a finished product in a typical installation
of an ECM where no unusual or extensive repairs are needed. They include small hardware (such
as nails, screws, and other fasteners), adhesive, sealant, and other small-ticket items.
• Baseload Measures: ECMs which address the energy efficiency or energy usage of the appliances,
lighting, or water heater(s) of an EDU.
• GRMs (General Heat Waste Reduction Measures): Relatively low-cost ECMs deemed by DOE
as generally cost-effective and easily installed. The only GRMs currently approved in Idaho is the
installation of pipe wrap. The cost of GRMs is not added to the cost of the package of
weatherization measures when calculating the total package SIR for the whole project. Total GRMs
costs, including labor, may not exceed $250.
• Seasonal Energy Usage Measures: ECMs designed to facilitate the appropriate thermal control
of an EDU in an efficient manner, such as the repair/replacement of space heating/cooling systems
and/or distribution system(s), the installation of insulation, and/or the reduction of air leakage.
2. H&S (Health and Safety) Measures: The budget category for energy-related measures necessary to
maintain the physical well-being of the occupants and/or weatherization workers. The cost of H&S
Measures is not added to the cost of the package of weatherization measures when calculating the
total package SIR for the whole project.
3. IRMs (Incidental Repair Measures): The budget category for measures deemed necessary for the
effective performance or preservation of energy conservation materials, but not part of a standard
installation. These may include but are not limited to: drywall, rough framing, roof, floor, plumbing,
and electrical repairs performed to protect and/or enable the installation of insulation or other energy
conservation materials; and framing or repairing windows and doors which could not otherwise be
properly air sealed. The cost of all IRMs is added to the cost of the package of weatherization
measures when calculating the total package SIR for the whole project.
0.0205: Energy Audit Terms
[10 CFR 440.21; DOE DOE WPN 19-4; DOE DOE WPN 19-5]
1. EDU (Eligible Dwelling Unit): Any dwelling units occupied by eligible low-income persons that are
eligible for weatherization services as detailed in the IWOM-P.
2. SIR (Savings to Investment Ratio): The result of dividing the present worth of the lifetime energy
cost savings by the total present worth cost of the installed measure, including the discounted rate of
the savings and fuel escalation rates.
3. Total Job Package (Package of Weatherization Measures): The cost of all ECMs and their
associated IRMs included in an audit and installed in a home.
0.0206: Technical Terms
[10 CFR 440.18; 40 CFR 745, Subpart E]
1. Average Cost per Dwelling Unit (ACPU): The sum of all ECM, IRM, and related Support costs for a
grant divided by the number of projects submitted as complete under it. Costs charged to the H&S
budget category are not included in the ACPU calculation, nor are Administration, T&TA, Financial
Audit, or Liability Insurance Expenses.
2. Building Analyst (BA): 1) Certification offered by BPI which demonstrates competency necessary to
perform unsupervised energy audits for the Idaho Weatherization Program. It is a lesser tier than BPI’s
EA certification. 2) An individual possessing this certification in active status.
3. Crew Leader: The staff member responsible for leading crews of retrofit installer technicians.
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4. Energy Auditor (EA): 1) The highest level certification offered by BPI that demonstrates an advanced
competency for performing energy audits for the Idaho Weatherization Program. 2) When abbreviated
or capitalized, an individual possessing the BPI EA certification in active status. 3) When unabbrivated
and uncapitalized, an individual posessing the EA, BA, or a lesser energy auditor certification.
5. Installers: The staff members responsible for measure installation, including retrofit installater
technicians and crew leaders.
6. Job Task Analysis (JTA): The job skills and requirements determined by IREC to be necessary to
effectively perform the activities of the positions within the WAP.
7. Lead Renovation, Repair and Painting (LRRP) Rule: EPA’s Lead-Based Paint Renovation, Repair
and Painting (LRRP) Rule (as amended in 2010 and 2011), which aims to protect the public from lead-
based paint hazards associated with renovation, repair and painting activities.
8. Lead Safe Weatherization (LSW): The practice of adopting lead safe practices during the
weatherization process. In Idaho, this is done by following EPA’s RRP Rule.
9. Quality Control Inspector (QCI): 1) The certication offered by BPI that is required to demonstrate
the competency necessary to perform final quality control inspections for the Idaho Weatherization
Program. 2) An individual possessing this certification in active status.
10. Retrofit Installater Technicians: The staff members responsible for home measure installation.
11. Technical Staff: The staff members responsible for the home assessment, work order development,
measure installation, and quality control inspection of the home, including retrofit installater
technicians, crew leaders, energy auditors, and quality control inspectors.
12. Training and Technical Assistance (T&TA): The provision of information and expertise to the Idaho
Weatherization Network to ensure competent implementation of the Idaho Weatherization Program.
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Policy 0.03: Agency Responsibilities
0.0301: Program Management
0.0301.1: The Role of the DSP’s Program Manager
The DSP’s Weatherization Program Manager shall ensure all services provided under the Idaho
Weatherization Program are performed in compliance with Federal and State guidance as outlined in the
IWOMs-P and -T. Specific responsibilities may be delegated to adequately trained, competent personnel.
0.0301.2: The Role of the DSP’s Finance Manager
The DSP’s Finance Manager is responsible for maintaining a financial management system conforming to
standards outlined in the IWOM-P, OMB 2 CFR 200, other pertinent OMB guidance as pertains to the
administration of the Federal Grant Program, and the DOE financial rules from 10 CFR 600, and shall
maintain a current copy of these required financial regulations.
0.0302: Energy Audit
0.0302.1: The Role of the Energy Auditor
The home energy audit is a vital component of the home energy retrofit process. It is imperative that a
qualified energy auditor perform a home assessment by following a high-quality audit procedure
recognized by the Idaho Weatherization Program in the IWOMs-P and -T, which includes the following:
A. A complete whole-home assessment;
B. Development of a list of recommended measures and verification that they meet low-cost and/or
cost-effectiveness requirements;
C. An accurate and complete work order with instructions, as necessary, for all proposed measures;
D. Under the discretion of the Program Manager, encourage investments from property owners to
leverage utilized weatherization funds and maximize the work available on the dwelling;
E. Providing conservation education to the participant household including information and materials; and
F. Explain health and safety conditions which are beyond the scope of the program to the participant and
prepare a written response to the participant, as applicable, with a copy in the file.
Exception: When DSPs begin a weatherization project where no DOE WAP funds will be used, they may
use a Deemed Measures list as an alternative to completing a full energy audit if no measures will be
installed that will significantly impact building envelope tightness.
[0.0302.2: Reserved]
0.0302.3: Assessment of Energy Auditor Work Quality
IDHW will conduct ongoing assessments to ensure the effectiveness of the DSP’s energy auditors.
Instances of gross misconduct by technical staff will be reported to the Building Performance Institute for
corrective action.
0.0303: Quality Control Inspection
0.0303.1: The Role of the Quality Control Inspector
Every dwelling weatherized with DOE WAP funds reported as a “completed unit” must receive a final
quality control inspection ensuring that all work meets the minimum specifications outlined in the SWS in
accordance with 10 CFR 440. To achieve this, each DSP must have at least one QCI on staff or will
contract inspections to a certified QCI outside their agency.
The final quality control inspection must include include and document post-weatherization diagnostic
testing and provide an assessment of the original energy audit, verifying whether the measures called for
were appropriate and met all requirements of the IWOMs-P and -T for the funding source(s) utilized.
After inspection has been completed, the QCI will add a Quality Control Inspection Form to the participant
file that certifies that the unit has received a final quality control inspection, that all work met the required
standards, and that it has been performed in an impartial and complete manner. The Job Completion Form
must be signed by the QCI as well as a member of the participant household.
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Exception: When DSPs complete a weatherization project where no DOE WAP funds were used and no
measures were installed that significantly impacted building envelope tightness, the agency may opt to
inspect only those measures installed.
0.0303.2: Separation of Duties for Quality Control Inspectors
Each closed job file will document the relationship between the individual that performed the quality
control inspection and any other work on the project, as applicable, including independent status, role in
the energy audit process, and role in any measures installations.
Any QCI inspecting completed units should not have completed the initial energy audit and/or work on the
unit. If an energy audit and quality control inspection were performed by the same person, the DSP will be
subject to inspection of 10% of completed units (rather than the standard 5%) during annual monitoring
for the same program year during which the project was completed.
0.0303.3: Assessment of Quality Control Inspection Work Quality
IDHW will conduct ongoing assessments of the effectiveness of the DSP’s Quality Control Inspectors, of
their and compliance with program inspection policies, that any individual who is acting as both an energy
auditor and Quality Control Inspector is able to consistently perform both tasks. In the event that this
capacity is found to be compromised, IDHW will direct corrective actions and supplemental resources.
Instances of gross misconduct on the part of a Quality Control Inspector will be reported to the Building
performance Institute for corrective action.
Policy 0.04: Service Delivery
0.0401: Opportunity to Apply
[10 CFR 440.16]
DSPs must provide any individual who desires weatherization the opportunity to apply.
0.0402: Funding Streams
[10 CFR 440.16(c), (e)]
Funding for the Idaho Weatherization Program is provided through the US Department of Energy’s (DOE)
Weatherization Assistance Program (WAP), the US Department of Health and Human Services’ (HHS) Low-
Income Home Energy Assistance Program (LPW), and the Bonneville Power Administration (BPA), and is
supplemented by utility funding and private investments. Funds provided by DOE do not supplant other
program funds; they are used to supplement the funding made available by other resources for the
purpose of weatherizing eligible low-income dwellings in Idaho. DSPs will continually strive to improve
client energy efficiency through coordinated efforts with Federal, State, and local programs.
0.0403: Prioritization
[10 CFR 440.16(b)]
All participants will be prioritized according to the Weatherization Application Priority Formula (Priority
Formula) rules. Priority is automatically calculated by each DSP’s WAP reporting database based upon
emergency situation; priority populations living in the household, including elderly persons, persons with
disabilities, and children under 6; high residential energy use; and high energy burden. First priority to
receive services is assigned to those eligible participants with an emergency heating situation.
When selecting a home for energy audit, DSPs will review a participant household’s priority level relative
to all other active applications within the same county that are eligible for the funding source planned to
ensure to ensure proper prioritization of grant funds.
Note: Units in the same area may be assigned equal priority and co-scheduled in order to minimize travel
expenditures and maximize production in remote areas of the State.
0.0404: Emergency Response
[DOE WPN 17-7; 42 USC 8623(c)]
Although scheduling in outlying areas may be difficult during winter months, DSPs will make every effort
to prioritize participants in emergency situations, regardless of their dwelling address. In order to address
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emergency situations immediately, the DSP’s actions may include enlisting the services of a local
subcontractor or addressing the immediate problem creating the emergency and then rescheduling the
remainder of the work.
An emergency response system should be maintained during the DSP’s normal work schedule and
immediate measures should be taken to protect the health and safety of eligible households. DSPs closing
their weatherization offices for unscheduled holidays during the heating season must be sensitive to
current weather conditions and have an emergency response system.
DSPs shall purchase portable electric space heaters with non-DOE, non-BPA funds to provide to
participants with failed or failing heating systems during the heating season. Homes with inoperable or
unsafe heating systems will be given emergency priority, and the heating system will be repaired or
replaced as soon as feasible, after which time the space heaters should be returned.
0.0405: Native Americans
[10 CFR 440.16(f)]
The Federally-recognized Native American Tribes within the State of Idaho include the Kootenai,
Coeur d'Alene, Nez Perce, Shoshone-Bannock and the Shoshone-Paiute Tribes. DSPs provide
weatherization services to eligible tribal members living on reservations.
DSPs must ensure weatherization services are provided proportionately to low-income Native Americans
by maintaining a referral system with tribal authorities within their service areas that allows eligible
persons on reservations to be adequately and effectively served.
0.0406: Participant Education
[10 CFR 440.23(e); DOE WAP State Plan V8.4]
Participant education is an important component of the Weatherization Program. Effective energy
conservation involves not only the installation of weatherization materials, it also requires educating
program participants. Everyday living habits greatly influence energy consumption, so it is crucial for the
DSP to educate the participant in changes of lifestyle that may help the household optimize their level of
energy savings.
Each DSP will ensure participants receiving services under the Idaho Weatherization Program are provided
with conservation and home health and safety education materials and one-on-one education pertaining to
client habits, any health or safety concerns found within their home, and information about the
weatherization materials installed.
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Chapter 1: Determining Household Eligibility
Policy 1.01: Application Forms
1.0101: Participant Assessment Application
[10 CFR 440.22(a)-(b); DOE WPN *-3]
DSPs are required to certify that a household is eligible on the Participant Assessment Application form,
(hereafter referenced as the Application). For purposes of qualification, prioritization, reporting, and
monitoring, each Application must contain the required demographic information for all household
members, regardless of presumptive eligibility status. Information required on the Application should be
obtained directly from the participant, either in-office or through a home visit, unless verification is
certified by a third party.
All Applications must be signed by the participant or their designee. Applications signed by a designee
require a letter from the participant designating signatory authority and this letter will be retained in the
participant's file. Unsigned Applications will not be processed by the DSP. A DSP’s representative cannot
sign as designee for the participant.
Exception: A signature on the Application is not required when verification is performed through the
presumptive eligibility process. In these cases, the DSP may alternatively have the participant sign a
standalone Privacy Act and Information Release form.
1.0101.01: Recertification
[DOE WPN *-3]
The Application is considered valid for 12 months from the Application Date to the Job Start Date. If the
Job Start Date does not begin within 12 months of application, income eligibility must be re-verified for
the participant to remain eligible for weatherization services.
1.0102: Owner and Renter Agreement
[10 CFR 440.22(b)-(c)]
Prior to completion of an energy audit on any dwelling intended to be weatherized, both the owner and
renter, if applicable, must sign and agree to accept the special conditions outlined in the Owner and
Renter Agreement form (hererafter referenced as the Agreement), without exception. The Agreement is
intended to provide protection for the participant, the DSP and the owner. The Agreement must be kept in
the eligible participant’s file.
Note: See Eligible Multi-Family Units for special provisions on multi-family dwellings.
The benefits of weatherization assistance must accrue primarily to the low-income program participants.
For this reason, owners of participating rental properties must agree that rent on weatherized units will
not be raised due to provision of weatherization measures/efficiency improvements for a period of one
year starting from the Job Completion Date.
Agencies are not required to actively track weatherized dwellings to determine whether the owner has sold
the property or has raised rent on their tenants within one year of weatherization. However, if a DSP
becomes aware of either of these situations, they will pursue avenues afforded by the State of Idaho in
accordance with the Agreement.
Policy 1.02: Utility Documentation
1.0201: Verification of Annual Energy Costs
[10 CFR 440.16(b)(4)-(5)]
The applicant must provide verification of energy vendor and account number for their primary heat
provider and electricity provider, if different, along with 1 year’s energy usage for their current dwelling,
where applicable. This information is necessary for establishing a priority level for the household. See
Prioritization for more details.
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Policy 1.03: Income Eligibility
1.0301: Income Calculation Standards
[10 CFR 440.22(a)(3); DOE WPN *-3]
The Idaho Weatherization Program follows the income calculation standards of LIHEAP to determine the
types of income included and the time period(s) assessed in the calculation of Total Household Income to
determine eligibility.
1.0302: Income Guidelines
[10 CFR 440.22(a)-(b); DOE WPN *-3]
To qualify for the Idaho Weatherization Program, the household must meet one of the following
standards:
• Total household income for the prior 30 days is at or below 200% of Federal poverty guidelines as
determined in accordance with criteria established by the Director of the Office of Management and
Budget; or
• The family contain a member who has received cash assistance payments under Title IV or XVI of the
Social Security Act or applicable State or local law at any time during the 12 months preceding the
Application Date; or
• The family has received assistance under the Low-Income Home Energy Assistance Program (LIHEAP)
within the 12 months preceding the Application Date.
1.0303: Verification of Income Eligibility
[10 CFR 440.22(a)-(b); DOE WPN *-3]
Verification of income eligibility must be performed by the DSP and be clearly documented to ensure the
participant is eligible to receive weatherization services. Documentation may include but is not limited to
copies of source documentation or a memorandum or electronic record certified by a third-party stipulating
the income types and amounts for each household member. Means of verification must be documented in
the participant’s file. Regardless of presumptive eligibility status, the income types and amounts for all
household members must be clearly documented in the participant’s file, as this information is critical for
establishing priority.
1.0303.01: Eligibility Certified by LIHEAP
[10 CFR 440.22(a)(3); DOE WPN *-3]
Any household that has received Idaho LIHEAP Heat or Crisis assistance on the Application Date for
weatherization services, or within one year preceding the Application Date, may be deemed presumptively
eligible for the Idaho Weatherization Program by verifying receipt of the assistance through review of the
Statewide client management database.
1.0303.02: Eligibility Certified by HUD
[10 CFR 440.22(b)(4); DOE WPNs 17-4, *-3]
In cases where the dwelling (single family or multi-family) is a HUD assisted property, whether owned and
operated by a public housing agency or a privately-owned multi-family building receiving project-based
assistance, the DSP should review the list of buildings determined by HUD to be eligible for WAP
assistance. Any dwelling deemed eligible by HUD for DOE WAP is presumptively eligible for the Idaho
Weatherization Program.
1.0303.03: Eligibility Certified by Tribal Authorities
[10 CFR 440.16(f); DOE WPN *-3]
Any household residing on a Native American Reservation receiving means-tested benefits from a tribal
authority may be deemed presumptively eligible for the Idaho Weatherization Program when the tribal
authority has provided a memorandum stipulating the income types and amounts for each member of the
household and the income level is within the income guidelines for the program.
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1.0303.04: Other Presumptive Eligibility
[10 CFR 440.22(a)(2); DOE WPN *-3]
Households in which at least one member receives SNAP, SSI, or TAFI (Temporary Assistance for Families
in Idaho) benefits are presumptively eligible for LIHEAP services, and by extension, weatherization
services. These households do not need to provide income documentation when it may be obtained by
review of IDHW’s benefit eligibility system.
DSPs are to visually verify information in IBES, including income amount, and participants’ Social Security
umbers and citizenship status.
1.0303.05: Self-Certification
[DOE WPN *-3]
After all other avenues of documenting income eligibility are exhausted, self-certification is allowable.
However, evidence of the various attempts at proving eligibility must be contained in the participant file,
including a notarized statement signed by the potential applicant indicating there is no other means of
verifying the income source.
Exception: Households that are presumptively eligible or determined eligible through multi-family
qualification rules do not need to provide additional documentation for self-certification because they
automatically income qualify for services.
Policy 1.04: Citizenship Verification
1.0401: Verification of Citizenship Status
[DOE WPN *-3]
For More Information see also:
➤ HHS Summary of Immigrant Eligibility Restrictions under Current Law
The status of each household member as either a US citizen, non-citizen US national, qualified alien, or
ineligible alien (whether documented or undocumented) shall be verified. Qualified aliens are eligible to
receive services if they meet all other program requirements.
Ineligible aliens may not be counted toward the household size for the purposes of establishing eligibility,
but they must be documented on the Application and taken into consideration when measures are being
installed that are affected by household size (e.g., water heater sizing, ASHRAE 62.2 compliance, etc.).
The total gross income from all individuals that live in the dwelling, including those for ineligible aliens,
must be counted to establish total household income.
The Idaho Weatherization Program follows the standards of LIHEAP for verifying the citizenship status of
each household member to determine household eligibility.
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Chapter 2: Determining Dwelling Eligibility
Policy 2.01: Eligible Dwelling Units
[10 CFR 440.3; 10 CFR 440.22]
EDUs are separate living quarters, such as a house, stationary mobile home, apartment building, group of
rooms, or a single room, that meet all requirements of this chapter. The dwelling must be also occupied
by residents that meet the documentation requirements set forth under Determining Household Eligibility.
2.0101: Substantial Completeness
[DOE WAP State Plan V1.2; 42 USC 8628]
Weatherization funds subgranted by the State of Idaho may not be used for new construction or
uninhabitable structures. The dwelling must be substantially complete, meaning the following integral
parts must exist in sufficiently intact form:
A. A stationary foundation;
B. Flooring;
C. Exterior and interior walls;
D. Fenestrations (windows and door(s));
E. Roofing and;
F. A heating system.
Exception: Where fenestrations and/or a heating system are no longer present, replacements may
installed using non-DOE WAP, non-BPA funds to allow a dwelling to qualify as an EDU.
2.0102: Acquisition/Clearance Status
[10 CFR 440.18(f)(1)]
The dwelling must not be designated for acquisition or clearance by a Federal, State or local program
within 12 months of the scheduled Job Completion Date.
2.0103: Prior Weatherization Status
[10 CFR 440.18(f)(2); DOE WAP Memo 075; DOE WAP State Plan]
If the dwelling is to be weatherized using DOE WAP funds, it must not have been previously weatherized
within 15 years of the new Job Start Date using any federal funds, including DOE WAP, LIHEAP, BPA, HUD,
or USDA, unless:
A. It has been damaged by fire, flood, or an act of nature where the repair of the damage to the
weatherization materials will not be paid for by insurance; or
B. Both of the following apply:
1. The applicant re-applies for and meets the eligibility criteria for assistance and the Energy Audit
takes into account the existing state of the dwelling at the time of audit; and
2. The proposed measures and the total job has an SIR ≥ 1.0 and does not exceed the DOE average
cost per dwelling for the program year.
Exception: This does not preclude using DOE WAP funds to provide assistance and services, other than
weatherization, for dwelling units that have previously been weatherized. Such activities may include the
provision of information and education to assist with energy management and evaluation of the
effectiveness of installed weatherization materials. These activities may be authorized as T&TA or Support
activities, as appropriate.
2.0103.01: Tracking Re-Weatherized Units
All dwellings that are re-weatherized, regardless of funding source, must be recorded as re-weatherized
units and be counted as completed.
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2.0104: Cost Effectiveness
[10 CFR 440.21(d); DOE WPN 19-4; 42 USC 8624(b)(1)(C)]
The dwelling must also meet the following conditions:
A. All ECMs proposed for the dwelling must be determined or deemed to be low-cost or cost-effective.
The following additional prohibitions apply to DOE WAP funds:
B. All ECMs that are not approved as GRMs must have an SIR of ≥1.0.
ExceptionS: Blower door-guided air sealing may have an SIR of <1.0.
C. The dwelling must have a total job package SIR of ≥ 1.0.
2.0105: Eligible Recreational Vehicles
[10 CFR 440.3]
To qualify as an EDU, a recreational vehicle must be stationary, which means the following:
A. It must have served as a permanent, stationary residence for at least 1 year;
B. It must not be motorized for mobility; and
C. It must have a stationary foundation, which should be defined as:
1. Having skirting; and
2. Having piers or a foundation consisting of concrete blocks, metal jacks, or other structural
supports; and
3. Having a frame anchoring device if otherwise unstable to prevent the structure from toppling due
to forces of nature.
2.0106: Eligible Multi-Family Units
[10 CFR 440.22(b); 65 FR 77209 (77216); DOE WAP State Plan V1.2]
Duplex or four-plex multi-family dwellings may be weatherized if 50% of the dwellings in the building are
occupied by eligible tenants. Larger multi-family (5 or more units) or triplex buildings may be weatherized
if 66% of the dwellings in the building are occupied by eligible tenants. Certain types of large multi-family
units with less than 66% of income eligibility may also qualify if at least 50% of the dwellings are occupied
by eligible tenants and approval has been granted by IDHW to verify that significant energy-efficiency
improvement would occur if the building is weatherized.
An application will be completed for all units, income-eligible or not, as demographic information is
necessary to complete DOE reporting and consent must be obtained to authorize weatherization services
on any dwelling unit.
Weatherization services using state-administered funding will be limited to dwelling units and will not
include the common areas of the building. Each dwelling unit weatherized shall be assigned a job number
and each dwelling unit shall be counted as a complete unit.
2.0106.01: Subsidized Multi-Family Rental Dwellings
If the dwelling is a low-income rent subsidized complex, proof of the tenant's income may be obtained
from the Housing Authority and/or property management. If income is verified in this manner, the DSP
must still review the income verification and sign as the verifier.
Note: See Verification of Income Eligibility for additional flexibility when verification is certified by HUD.
2.0106.02: Non-Subsidized Multi-Family Rental Dwellings
The owner or their designee for non-subsidized multi-family rental dwellings must sign an individual copy
of the Owner and Renter Agreement for each dwelling to be weatherized.

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2.0107: Eligible Shelters and Group Homes
[10 CFR 440.22(f); 10 CFR 440.3]
Shelters (including group homes) are dwelling(s) that have a principal purpose to house, on a temporary
basis, individuals who may or may not be related to one another, excluding nursing homes, prisons,
college dormitories, or similar institutional facilities. Occupants of shelters do not need to be income-
verified to receive weatherization services when:
A. The purpose of the shelter is consistent with services to the disadvantaged; and
B. The shelter owner provides verification that it is a 501(c)(3) organization.
For the purpose of determining how many dwelling units exist in the shelter, each 800 ft² of the shelter
may count as a dwelling unit or each floor may be counted as a dwelling unit.
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Chapter 3: Program Administration
Policy 3.01: Participant Records
3.0101: Participant Recordkeeping
[10 CFR 440.23(c); 10 CFR 440.24; 10 CFR 600.21; 10 CFR 600.153; DOE WAP Memo 075]
A participant record for each dwelling served under the Idaho Weatherization Program must be maintained
according to the minimum documentation and timeframe requirements specified in this policy. These
records may be in stored as physical file copies or in electronic format, but they must be secured to
maintain participant confidentiality. Individual records or documents do not need to be stored in the same
location, but the location must be documented in writing.
Exception: In cases where the DSP no longer operates the Weatherization Program, participant files and
all supporting documentation shall be returned to IDHW or its designee.
3.0101.01: Record Requirements for In-Progress and Recently Closed Projects
Projects that are in-progress or that were completed within 3 years of the final date of payment for the
program year end date of any applicable grants utilized on the project must include at least the following
file documentation:
A. A Participant Assessment Application (See Participant Assessment Application);
B. Utility documentation (See Utility Documentation);
C. Income documentation (See Verification of Income Eligibility);
D. Home age verification to determine compliance requirements for EPA RRP and SHPO requirements,
which may be obtained from the county assessor, from other records publicly available, or declared by
the homeowner;
E. A Health and Safety Review Checklist;
F. A Determination of Significance and Effect from the State Historical Preservation Organization (SHPO);
Exception: Not applicable for dwellings less than 45 years old at the time of energy audit or the home
was exempt from review per the DOE Programmatic Agreement.
G. Verification of project cost-effectiveness;
H. A Diagnostics and Combustion Safety Form;
I. Project photographs with timestamps (pre-weatherization and post-weatherization);
J. ASHRAE calculations;
Exception: Not applicable for dwellings where no DOE WAP funding was used and only Deemed
Measures determined to have no substantive effect on building air tightness were installed.
K. An AHRI certificate for ambient heating system and water heater replacements;
Exception: Not applicable for electric resistance ambient heating systems or for many smaller fossil
fuel fired heating systems.
L. Lead Safe Renovation Verification Checklist and supporting photographs;
Exception: Not applicable for dwellings that do not fall under Title IV of the Toxic Substances Control
Act.
M. Material cost sheet;
N. Staff time records;
O. IDAPA 16.05.06 compliance verification;
P. A Quality Control Inspection (QCI) form;
Q. Subcontractor billing/reimbursement documentation, which may include bid solicitation/RFP, bid
summary sheet, required permit inspections (building, mechanical, major electrical), etc.; and
R. A Client Satisfaction Survey.
Exception: Not applicable when a Client Satisfaction Survey has been provided but not returned.
Exception: If any litigation, claim, or audit is started before the expiration of the 3-year period, all of the
above records shall be retained until all litigation, claims or audit findings involving the records have been
resolved and final action taken.
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3.0101.02: Record Requirements for Projects Older than 3 Years but Less than 15 Years
Projects not subject to any litigation, claim, or audit that were completed more than 3 years after the final
date of payment for the program year end date of any applicable grants utilized on the project, but less
than 15 years from the Job Completion Date, must include at least the following file documentation:
A. Job Completion Date;
B. Dwelling address;
C. Funding sources utilized;
D. Total project costs per funding source;
E. Measures completed;
F. Dwelling size; and
G. Total household income amount.
A completed EA5 record in WITS or job record in ECOS is deemed to meet these requirements.
3.0101.03: Record Requirements for Projects Older than 15 Years
Records older than 15 years from the Job Completion Date may be securely destroyed.
Policy 3.02: Measure Selection
3.0201: Allowable Measures
[10 CFR 440.18]
See Eligible Dwelling Units and Allowable Expenditures.
3.0202: Measure Skipping
[10 CFR 440.21(e); DOE WPN 19-4]
Energy audit procedures must assign priorities among individual weatherization measures in descending
order of cost effectiveness by using interactive procedures to determine the most cost-effective measures
and to prioritize them by SIR.
Once approved, all prioritized weatherization measures modeled in the audit that meet the SIR
requirement must be installed in the dwelling unit. Deviating from the audit-prioritized list of modeled
measures conflicts with DOE rules. Measure skipping, which means not installing, in order of decreasing
SIR, the cost-justified ECMs and related IRMs included in the work scope produced by the energy audit
tool, is strictly prohibited except under the following circumstances:
A. Funding limitations: If all funds available to be spent on the job will not cover the entire work scope,
then measures may be removed from the work order starting with the lowest SIR measure and
working up the list from there. The work order must remain overall cost-effective or the job must be
deferred. Necessary Health and Safety (H&S) measures may NOT be removed from the work order;
however, ECMs can be removed.
B. Client refusal prior to work beginning: Client education is important to inform a client of planned
measures and material use. Resistance from a client to install any measures planned as a result of an
energy audit should be addressed with either additional education and/or re-running the energy audit
with a different, but acceptable, material to determine if the substitute material is cost effective. If no
cost-effective option for the material can be identified, the auditor should again explain and discuss the
situation with the building owner or occupant. If the building owner or occupant still declines a
measure that is not a major measure, the energy auditor must include in the participant file a
comprehensive justification, including documentation that supports the decision to skip the measure,
but all other weatherization measures will be installed. If comprehensive justification cannot be
provided for the building owner/occupant’s decision to decline a measure, or the measure is defined as
a “major measure,” the situation must be fully documented and the job deferred due to the refusal.
C. Client refusal after a job has begun: Due to scheduling, measures are sometimes installed with a lower
priority first. If during the installation process, the client declines a higher priority measure, work must
stop at the time the client declined the higher priority measure. No further installation is allowed, and
the job must be inspected and closed as a completed unit. This should be clearly explained in the
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participant file documentation. Include a statement for client signature stating the client is aware and
accepts all WAP rules, including the specific services and measures determined by an energy audit.
Skipping the installation of major measures, except in the rare, unavoidable situation outlined in provision
C above, is strictly prohibited. A major measure is defined as a high priority measure, which if skipped,
would result in “partial” weatherization of a unit, such as air sealing, sealing of ducts outside the thermal
boundary, attic insulation, wall insulation and floor or belly insulation.
Exceptions: Skipping the installation of GRMs for any documented reason is permitted, as GRMs are not
SIR-justified. Additionally, skipping measures is permitted on projects being completed using no DOE WAP
funds where a Deemed Measures list was used as an alternative to completing a full energy audit.
Policy 3.03: Client Deferrals and Disputes
3.0301: Deferral Policy
[DOE WPNs 17-7, 19-5]
Many problems encountered in low-income housing are beyond the scope of the Weatherization Assistance
Program and may require a temporary deferral of weatherization services until the issues are resolved.
DSPs are responsible to provide written notification to the occupant regarding any identified hazards and
the standard for correction on the Health and Safety Review Checklist. Correction of hazards must be
verified by the DSP prior to re-scheduling weatherization activities on the dwelling.
3.0301.01: Deferral Conditions
If, in the judgement of DSP staff, the following conditions are present in a dwelling, they should result in a
deferral of services until the conditions are improved and/or corrected:
A. An occupant has known health conditions that prohibit the installation of insulation and other
weatherization materials.
B. An occupant is uncooperative, abusive, or threatening to DSP staff, subcontractors, or others who
must work on or visit the dwelling.
C. The dwelling structure or any of its mechanical systems, including electrical and plumbing, are in
serious disrepair, the conditions cannot be resolved in a cost-effective manner by the DSP, and if
unaddressed would either prevent cost-effective weatherization from being performed, or would
endanger the installers or occupant(s) if weatherization activities were performed.
DSPs are expected to actively pursue all alternative options on behalf of the occupant(s), including
referrals to additional support services and use of sound judgment in dealing with difficult situations.
DSPs performing weatherization activities which may aggravate existing unsafe conditions involving lead
paint, asbestos, radon, VOCs, or other hazardous substances should determine whether to proceed with
work based on the following factors:
A. Does the DSP have the necessary training, equipment to allow work to proceed?
B. Does the condition of the dwelling and/or the hazardous substances to be encountered during the
weatherization process pose a threat to the health and safety of the participants or to the workers
themselves?
C. To what extent will the specific energy efficiency measures to be installed disturb or aggravate
conditions within the home?
D. Will the cost of doing work safely represent a large portion of the total cost and exceed the allowable
H&S job cost limitations?
Based on consideration of these factors, DSPs should determine whether to:
A. Proceed with all the weatherization work following safe work practices; or
B. Do some of the weatherization tasks and defer others for a reasonable period; or
C. Defer all the weatherization work until unsafe conditions are corrected.
Limited weatherization activities may be conducted which do not affect or aggravate conditions related to
hazardous substances, but which provide energy efficiency benefits to participant households.
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Exception: See Measure Skipping.
3.0301.02: Lead-Based Deferral Policy
Idaho's DSPs will follow the lead-based paint "deferral policy" to determine when it is prudent to defer
certain weatherization work in homes that have either tested positive or are assumed to have lead-based
painted surfaces.
First, the DSP should assess the following factors:
A. Is the DSP prepared to work with lead-based paint? Have workers received training in LSW work
practices? Is the necessary equipment, such as HEPA vacuum cleaners, available? Does the DSP's
liability insurance cover work with lead-based paint?;
B. What is the condition of the painted surfaces in the house that might be specifically disturbed in the
course of an allowable weatherization measure? Are they seriously deteriorated?;
C. What is the extent to which the specific energy efficiency measures determined by the audit will
disturb painted surfaces? Will the disturbance likely generate dust in excess of OSHA minimums?; and
D. Will the cost of doing LSW work represent a large portion of the total cost, such as to exceed the
amount allowed by the State's H&S Plan? This could be the case if large amounts of lead-based paint
surfaces will be disturbed.
Second, the DSP should determine, based on consideration of the above factors, whether to:
A. Proceed with all the weatherization work, following LSW work practices; or
B. Do some of the weatherization tasks, defer others; or
C. Defer all the weatherization work.
Deferral would mean postponing the work either until the DSP is prepared to work with lead-based paint,
or until another funding source has been identified that can finance corrections to the affected lead based
paint area so that weatherization can be safely performed.
In cases where extensive LSW would be necessary, agencies are encouraged to arrange with other
organizations, which are funded to do lead-based paint hazard control, to perform some of the more costly
activities, such as risk assessment or clearance testing.
In areas where there are no organizations performing such work, DSPs may choose to develop their
capabilities (purchase of equipment and advanced training for DSP crews) for lead-based paint hazard
control work, but they may not use DOE WAP funds for this purpose. In such a home, regular
weatherization work that does not disturb painted surfaces can be done.
Exception: See Measure Skipping.
3.0302: Excessive Services
[10 CFR 440.22(b)(3)]
No undue or excessive enhancements may occur to the value of the dwelling due to services provided
through the Idaho Weatherization Program. To ensure this, DSPs may limit the number of rental dwellings
owned by a single landlord (owner) that are scheduled for completion during the current funding period.
Based on documented evidence, a DSP may determine that a landlord is taking advantage of the Idaho
Weatherization Program by moving tenants (renters) around to get all units weatherized and in order to
increase the value of the rental dwelling. When this is determined, the DSP may notify the property owner
or his/her representative in writing that the maximum rentals allowed within a current program per owner
is 3 single family or duplex rentals or 2 multi-family rental dwellings of three or more.
3.0303: Dispute Resolution
[10 CFR 440.22(e)]
When the participant and/or property owner (called the appellant in this section) has a disagreement
regarding the Idaho Weatherization Program, a Fair Hearing Request form may be filed with the IDHW
Legal Office. Prior to the filing of a Fair Hearing Request, the DSP will make every effort through informal
discussions and/or meetings to resolve the issue(s).
When the matter cannot be resolved by the DSP, IDHW's Fair Hearing Request form will be provided to
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the appellant, with the filing timeline highlighted. The time limit to file an appeal is as follows:
• Denial, Disagreement or Discrimination of Services: 30 days from date of service.
• Owner/Renter: 90 days from the Final Inspection Date.
The appellant will be informed that he/she must provide written notification to IDHW's Hearing Officer if
there is a decision to withdraw the request for hearing.
Upon receipt of Fair Hearing Request form, IDHW's Hearing Officer will acknowledge receipt of the form
and schedule a formal hearing. A copy of the Hearing Officer's decision will be provided to the appellant
and to the DSP, who will retain a copy of the decision in the participant’s file.
3.0304: Criminal History Background Checks
[IDAPA 16.05.06]
It is a requirement of all IDHW contractors and their subcontractors to have cleared a criminal history and
background check, IDAPA 16.05.06, if they have access to children or vulnerable adults as defined in
Section 39-5302(10) Idaho Code. The method required by the Weatherization contract is that a DSP use a
contractor with a cleared criminal history background check in all circumstances.
If a DSP’s contractor has applied for but not successfully completed a criminal history background check, a
DSP may use that contractor provided that a criminal history background check is completed in the
timeframe required by IDAPA 16.05.06.
If there are no contractors available with staff who have applied for or obtained a cleared background
check, and the DSP has documented evidence that they have attempted to find such a contractor, DSPs
may have a DSP employee with a cleared background check accompany that contractor on the
participant’s premesis. The DSP may not use a contractor in this manner regularly and must show that
they are attempting to recruit contractors who will apply for and receive a cleared background check.
A DSP may not use a contractor’s employee who has completed a criminal history background check and
was disqualified.
There are no guarantees that because a household does not report children or vulnerable adults as
members of the household, weatherization staff and contractors will not encounter such individuals while
conducting weatherization services. Consequently, all weatherization technical staff and contractors are
expected to have a cleared background check regardless of the stated household composition.
Policy 3.04: Lead Safe Weatherization
3.0401: Following EPA’s LRRP Rule
[DOE WPN 17-7; 40 CFR 745, Subpart E; DOE WAP H&S Plan]
For More Information see also:
➤ EPA Lead Renovation, Repair and Painting Program Rules
The DSPs shall follow the guidance set forth in Idaho’s WAP H&S Plan for LRRP under Lead Based Paint
heading within the Table of Health & Safety Issues.
Chapters 4-7 [Reserved]
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Chapter 8: Training, Technical Assistance, and Certification
Policy 8.01: Technical Staff
For More Information see also:
➤ BPI: Already Certified: Now What?
8.0101: Energy Auditors
8.0101.1: Energy Auditor Training
DSPs will ensure that employee candidates with job experience and/or education have access to receive
training and technical assistance required to seek certification. The program will provide on the job
training to current employees of the Idaho Weatherization Program who meet the minimum eligibility
requirements.
Training considered preparation to seeking auditor certification can include the following:
A. On the job on-site instruction on energy audit procedures;
B. Analysis of a variety of dwelling types, including site built, multi-family and mobile home construction;
C. Hands-on experience in completion of the Job Order Sheet, diagnostic testing form and all other
required documentation related to documentation of the performance of an energy audit;
D. Experience in the operation of the current version of the Energy Audit application;
E. Experience in the use of and reference to the Idaho Weatherization Operations Manuals;
F. Hands-on experience in required diagnostic testing; and
G. Attendance at State, regional and national training sessions and conferences.
8.0101.2: Energy Auditor Certification
Energy audits must be performed or directly supervised by BPI-certified individuals possessing BA, EA,
and/or QCI certification.
8.0101.3: Energy Auditor Continuing Education and Recertification
All certified staff members performing energy audits must meet BPI requirements for continuing education
and follow the re-certification process and procedures in order to retain their certification.
Visit BPI’s Already Certified: Now What? page for a listing of available continuing education resources.
8.0102: Quality Control Inspectors
8.0202.1: Quality Control Inspector Training
DSPs will ensure that employee candidates with job experience and/or education have access to receive
T&TA required to seek QCI certification. The program will provide on the job training to current employees
of the Idaho Weatherization Program who meet the minimum eligibility requirements.
8.0202.2: Quality Control Inspector Certification
All final inspection signoffs must be performed by certified QCIs. Any candidate seeking QCI certification
must first receive BPI EA certification, before they are eligible to seek QCI certification.
8.0202.3: Quality Control Inspector Continuing Education and Recertification
All certified QCIs must meet BPI requirements for continuing education and follow the re-certification
process and procedures in order to retain their certification.
Visit BPI’s Already Certified: Now What? page for a listing of available continuing education resources.
Policy 8.02: Training and Technical Assistance Plan
8.0201: Statewide Training and Technical Assistance Provision
[DOE WAP State Plan; DOE WAP H&S Plan]
CAPAI is the primary coordinator for T&TA in Idaho. The objective of T&TA funding is to provide resources
designed to improve the quality of weatherization services delivered to low-income households. The types
of assistance that will be provided include technical and management training opportunities.
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8.0201.1: Training Assessment
T&TA needs are noted and discussed during annual DSP on-site monitoring visits, based on the desk
review and on-site review. Any T&TA that can be provided during annual monitoring visits will leverage
the expertise of IDHW’s QCI contractor. Feedback from monitoring and assessment visits guides the
technical assistance to be provided, but not be limited to, new agencies/community partners located
within the boundaries of the State of Idaho.
8.0201.2: Training Priority Development
Idaho assesses DSP’s productivity on a monthly basis; all DSPs consistently meet or exceed contractual
unit completion estimates. Idaho has developed a web-based energy audit tool that will allow assessment
of energy savings outside of the historical on-site monitoring period. Any anomalies noted in energy audits
will allow for additional individualized training in both the energy audit tool and in providing holistic
weatherization services to program participants.
The current priorities for training are as follows:
A. Twice per year - quality assurance reviews of participant files;
B. Annual review of trends observed during annual on-site monitoring;
C. Discussion of trends with Weatherization Manager and network to share best practices and ensure
standards and program guidance are implemented consistently throughout Idaho; and
D. Use of redacted photos to demonstrate on-site observations of measure installation challenges and
best practices.
CAPAI will also coordinate training and technical assistance events at least once per year and on an
individual DSP basis, as deemed necessary based on monitoring results and/or at the DSP’s request.
8.0201.3: Employee H&S Training
See the DOE WAP H&S Plan for more details about employee H&S training requirements.

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Chapter 9: Fiscal Policies
Policy 9.01: Financial Records
9.0101: Financial Recordkeeping
The DSP shall maintain all financial records and documents relevant to weatherization for three years from
the date of final payment for the applicable subgrant(s). IDHW and its designees shall have full access to
and the right to inspect, review, and audit any of these materials during the retention period. If an audit,
litigation or other action involving records is initiated before the three year period has expired, the records
must be retained until all issues arising out of such action are resolved, or until an additional three year
period has passed, whichever is later.
Policy 9.02: Weatherization Expenditures
9.0201: Billing Procedures
[10 CFR 440.24]
A financial report form is to be used by the DSP to report cost expenditures and request payment
reimbursement. Financial reports are prepared by the Financial Officer, approved by the Financial Director
and the Executive Director or their designee and submitted to IDHW. Payments will be issued on the basis
of the current reported expenditures. IDHW or its designee reserves the right to request supporting
documentation of expenditures reported on the financial report.
Any financial report forms which include vehicle purchases or expenditures for equipment exceeding
$5,000 will include completed and signed SF-428A and asset certification forms. IDHW will also provide
the vehicle/equipment purchase approval date for financial report forms which request reimbursement for
vehicle and/or equipment purchases which exceed $5,000.
9.0202: Purchasing
All procurement of goods, materials and services must be conducted in a manner to provide open and free
competition. DSPs are encouraged to participate in the Central Bidding Program for purchase of goods and
materials to obtain the lowest price. DSPs that do not participate in the Central Bidding Program must
establish written bidding procedures that provide for open competition, availability, cost and technical
performance.
Bidding procedures must be followed when the aggregate purchase price for like items meets or exceeds
the bidding threshold limits within a contract period. Aggregate purchase price is total price of like items,
not the total price of all items included on a single purchase order. DSPs are encouraged to purchase like
items through as few purchase orders as reasonably possible during the contract period. A reasonable
quantity of purchases should also be based upon historical purchases, warehouse space, and other
pertinent criteria. DSPs must follow the purchasing requirements set forth in the current weatherization
contract.
Exception: In emergency situations the three bid requirement, if applicable, is waived.
9.0203: Allowable Expenditures
[10 CFR 440.18]
Allowable expenditures for the Idaho Weatherization Program are restricted to the following:
9.0203.1: ECMs
[DOE WPNs 19-4, 19-5]
The cost of ECMs installed as part of the Idaho Weatherization Program is an allowable expenditure when
they meet the requirements set forth in the IWOMs-P and -T. They must be charged to the ECM budget
category effective April 1st 2021 for DOE WAP, and October 1st 2021 for other IDHW-administered
weatherization grants.
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9.0203.2: IRMs
[10 CFR 440.18(d)(9); DOE WPN 19-5; DOE WAP H&S Plan]
The cost of IRMs installed as part of the Idaho Weatherization Program is an allowable expenditure,
though they must be authorized and performed as set forth in the DOE WAP H&S Plan and the IWOMs-P
and -T. IRMs must be charged to the IRM budget category effective April 1st 2021 for DOE WAP, and
October 1st 2021 for other IDHW-administered weatherization grants.
9.0203.3: H&S
[10 CFR 440.18(d)(15); DOE WPN 17-7; DOE WAP H&S Plan]
The cost of H&S installed as part of the Idaho Weatherization Program is an allowable expenditure, though
they must be authorized and performed as set forth in the DOE WAP H&S Plan and the IWOMs-P and -T.
H&S activities must be charged to the H&S budget category effective April 1st 2021 for DOE WAP, and
October 1st 2021 for other IDHW-administered weatherization grants. The budgetary limits for H&S
activities are limited as set forth in the DOE WAP State Plan.
9.0203.4: Support – Other
[10 CFR 440.18(d)(3)-(8), (13)]
The costs of the weatherization support activities listed below are allowable expenditures and may be
charged to the Support – Other budget category:
• Transportation of weatherization materials, tools, equipment, and work crews to a storage site and to
the site of weatherization work;
• Maintenance, operation, and insurance of vehicles used to transport weatherization materials;
• Maintenance of tools and equipment;
• The cost of purchasing vehicles (See Vehicle Purchase for more details)
• Employment of on-site supervisory personnel;
• Storage of weatherization materials, tools, and equipment;
• Personnel costs for staff not directly working on the completion of a dwelling including inventory
clerks, office managers and record clerks.
• Personnel training costs if T&TA funding has been exhausted;
• Weatherization program management time not directly related to a particular project; and/or
• Costs related to determining applicant eligibility.
9.0203.5: T&TA Cost
[10 CFR 440.23(e)]
The costs associated with the provision of T&TA to weatherization staff and participants is an allowable
expenditure. Such costs may include the costs associate with sending weatherization staff to State,
regional, and national conferences and training workshops intended to enhance employee knowledge and
work performance. The following costs will be charged to the contract T&TA budget category:
A. Costs of staff registration, transportation, lodging, meals and other associated costs for approved
conferences, workshops, quarterly meetings or other approved training activities.
B. Employee time spent attending approved training activities may be charged to this category.
Timesheets should reflect the deviation from production time and record the actual hours that
production staff spent in training activities.
C. Participant energy education activities.
D. Employee time spent providing assistance to other DSPs.
9.0203.6: Administrative Cost
[10 CFR 440.18(d)(13); DOE WAP State Plan]
Administrative costs within the budgetary limits set by subgrant agreement are allowable expenditures.
A DSP having an approved indirect rate shall charge administrative costs as indirect. A copy of the current
DSP’s Federally approved Indirect Rate Plan shall be provided to IDHW or its designee.

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For DSPs without an approved indirect rate, direct administrative costs relating to weatherization program
activities/goals include the following:
• Salaries and wages for administrative personnel, including weatherization program management;
• Advertising for personnel or program promotion; and/or
• Travel relating to program activities/goals;
• Financial payment and reporting process; and/or
• Banking handling/service fees and associated costs;
• Office equipment, supplies, postage, printing;
• Utilities, telephone, space;
• Depreciation or use fee for equipment or buildings purchased with non-Federal and non-State funds;
• Legal fees; and/or
• Computer equipment.
9.0203.7: Materials
[10 CFR 440.18(d)(1); 10 CFR 440.21; DOE WPN 19-4]
The cost of materials installed as part of the Idaho Weatherization Program is an allowable expenditure.
Any material installed must be performed as part of and charged to the ECM, IRM, or H&S budget
category, or when used for training purposes, charged to the T&TA budget category.
Only weatherization materials that meet or exceed standards prescribed in Appendix A of 10 CFR Part 440,
or that have been specifically authorized by DOE through the special approval process, may be purchased
or installed with Idaho Weatherization funds unless specifically authorized with non-DOE funds on a
deemed measures list. Materials installed as GRMs, AIs, IRMs, or H&S are not considered “weatherization
materials” and thus are not subject to this standard.
9.0203.8: Labor
[10 CFR 440.18(d)(2), 10 CFR 440.19]
The cost of labor performed as part of the Idaho Weatherization Program is an allowable expenditure.
Labor must be performed as part of and charged to the ECM, IRM, or H&S budget category, or when
appropriate, charged to the Support, T&TA or Administration budget category.
To provide the most cost-effective program, DSPs structure their program as appropriate using employee
and contract labor. DSPs are also encouraged to secure volunteers, training participants and public service
employment workers pursuant to Job Training Partnership Act of 1982 for crew labor and contract labor,
particularly from nonprofit organizations or businesses owned by disadvantaged individuals.
9.0203.9: Liability Insurance
[10 CFR 440.18(d)(10)]
The cost of liability insurance is an allowable expenditure and may be charged to the Liability Insurance
budget category.
Liability insurance for weatherization projects for personal injury and property damage is required. Full
coverage in the amounts identified in the weatherization subgrant must be in force for the duration of the
subgrant period. Liability insurance is not included in the computation of the cost of weatherized
dwellings. Bids for liability insurance coverage must be solicited and selection must be based upon the
lowest annual cost for comparable insurance coverage.
No other DSP insurance costs (i.e., automobile, premise liability, bonding or workers compensation) are
charged to the Liability Insurance budget category.
9.0203.10: Financial Audit
[10 CFR 440.18(d)(12); 10 CFR 440.23(d)]
The costs associated with financial auditing are allowable expenditures and may be charged to Financial
Audit category. Financial audit costs will be reviewed and approved on the subgrant budget summary each
program year.

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DSPs will charge only the percentage that the weatherization program budget represents to their total
funding budget, not to exceed $5,000. Excess costs charged to the weatherization financial audit budget
category will be disallowed.
When the cost of the financial audit has been included in the DSP’s approved indirect rate, the financial
audit cost category is not allowed and any funds budgeted for financial audit costs will be included in the
production budget categories.
9.0202.11: Leveraging
[10 CFR 440.18(d)(14), 10 CFR 440.14(6)(xiv); DOE WAP State Plan]
The costs associated with leveraging activities that increase the amount of weatherization funding
obtained from private and other non-Federal sources and the expected leveraging effect to be
accomplished. The budgetary limits for leveraging activities are limited as set forth by subgrant
agreement.
9.0204: Subcontractors
DSPs engaged in awarding and administrating sub-grants using weatherization program funds will have a
written procedure to ensure open and free competition while ensuring quality delivery of goods and
services. The DSP’s financial office will be responsible for ensuring that the DSP procurement standards
are complied with when initiating a contract for services. Prior to any payment for services being issued,
the Weatherization Program Manager or their designee will verify services are provided in a satisfactory
manner and the subcontractor has complied with all terms of the contract.
9.0205: ACPU
[10 CFR 440.18(b); DOE WPN *-1; DOE WAP State Plan]
Each DSP will maintain an annually adjusted ACPU as stated in the DOE WAP State Plan.
The year-to-date ACPU will be monitored monthly and DSPs will be asked to provide a corrective action
plan if their year-to-date ACPU exceeds the cap allowed by DOE for the program year. At the close of the
annual subgrant, all costs per dwelling in excess of the DOE allowed average will be refunded to IDHW.
The ACPU for PY21 is $7,776.
Note: LPW and BPA funding sources do not have an ACPU requirement.
9.0206: Capital Outlay
Prior to the purchase of capital outlay equipment (i.e. computer system and hardware, vehicles and
equipment with acquisition costs in excess of $5,000), the DSP’s Financial Officer must ascertain that the
funds are available in the budget, the item is consistent with program goals, and authorization has been
obtained from IDHW or its designee. Authorization to purchase capital outlay items will be negotiated on
the budget summary prior to or during the program contract period when DOE funds are to be used for
the purchase. Any capital outlay purchases must be included in the DOE WAP State Plan and final approval
for the purchase will be obtained from DOE. All capital outlay purchases with a cost at or greater than
$5,000, with 2 years of life expectancy, must be approved by IDHW or its designee, prior to purchase.
9.0207: Vehicle Purchase
All vehicles purchased with DOE funds must be approved by IDHW and the DOE regional office. The DSP
will submit correspondence for “request approval to purchase” to IDHW or its designee with a detailed
description of the vehicle, a copy of the bid solicitation letter and copies of the submitted bids. Upon
receipt of the request, IDHW will submit a formal approval request to DOE. DSPs are encouraged to plan
vehicle purchases prior to annual submission to the DOE WAP State Plan (normally in January) in order to
obtain DOE approval in a timely and efficient manner.
The process to request approval of vehicle purchase with WAP funding is as follows:
A. The DSP submits to IDHW or its designee 3 or more responsible bids and include reasoning for
purchase, funding source to be used, year, make, model and VIN number of the vehicle being
requested for purchase.
B. IDHW or its designee completes SF-428A form and Asset Certification form.
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C. IDHW or its designee advises the DSP of the decision made by IDHW and DOE.
D. The DSP purchases the vehicle and advises IDHW when the expense is submitted for reimbursement
and updates purchase information (make, model and/or VIN number), if necessary.
The DSP shall retain ownership and titles of all vehicles purchased with weatherization contract funds.
When the vehicles are no longer required by the weatherization program, the DSP shall follow approved
disposal procedure as described in the “Surplus Equipment and Material Disposal” section. Any funds
recovered from the disposal shall be tracked by the DSP’s Financial Officer and returned to the funding
source from which the purchase was made. The DSP will comply with the following:
A. Maintain liability insurance on each vehicle while in DSP’s possession;
B. Maintain each vehicle in the condition received, except for normal wear and tear, and maintain the
vehicle in accordance with the manufacturer's recommended maintenance schedule;
C. Not permitting any encumbrances or liens to be placed upon, or assign property rights over to any
entity other than a DSP designated by IDHW or its designee;
D. License and register each vehicle in accordance with the law and pay all costs associated therein; and
E. In the event of damage to a vehicle, make diligent efforts to recover from the DSP's insurance
company, or any other third party that may be liable, and to apply any recovery toward repair or
replacement, if necessary.
Policy 9.03: Property Owner Investments
9.0301: Receiving a Property Owner Investment
[10 CFR 440.22(c)]
Owner investment is a voluntary contribution by the owner of a dwelling through the provision of direct
cash investment or through indirect investment.
The DSPs are encouraged to request a voluntary investment of up to 20% of the estimated job cost from
the building owner by completing the Owner Investment Form. If the owner agrees to provide an
investment, the DSP will document the receipt of the investment in the DSP’s WAP reporting database,
which will adjust the participant’s priority level accordingly. The DSP will not refuse to weatherize the
dwelling on account of an owner declining to make an investment.
9.0302: Property Owner Investment Disbursing and Recording
[10 CFR 440.22(d)]
9.0302.01: Direct Cash Investments:
Cash received is considered a direct investment and will be treated as leveraged funds. It will be applied
to materials, labor, or support proportionate to the allocation of expenses associated with weatherizing the
owner’s building and will be recorded according to the following procedures:
A. All funds provided to the DSP by the property owners to pay for improvements will be placed in a
restricted interest-bearing ledger account established solely for this purpose (Owner Investment
Account). No funds other than direct cash investments will be placed in this ledger account. Receipt of
the cash will be recorded on the Owner Investment Form and a copy given to the property owner.
B. Principle amounts deposited in the Owner Investment Account will not be removed until work is
submitted as completed. Amendments to the original scope of the work must be documented.
C. Any direct cash investment in excess of the total cost of the weatherization work will be refunded to
the property owner.
Interest earned on the principle in the Owner Investment Account will remain in the account until the
close of the program year. The total interest amount will be retained by the DSP and used no later than
the end of the subsequent program year to offset the total allowable expenses under the current subgrant.
Idaho Weatherization Operations Manual of Programmatic Policies
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9.0302.02: Indirect Investments:
Indirect investments include the following type of investments and are considered acceptable property
owner investments:
A. Energy conservation measures paid for and installed by the property owner or his agent in accordance
with DOE Weatherization Assistance Program standards.
B. Health and safety measures designed to protect the health, safety, and security of the eligible
participants, as outlined in the Idaho Weatherization Operations Manual and the Health and Safety
Program.
C. Incidental repairs necessary for the effective performance or preservation of weatherization materials.
Indirect investments will be considered leveraged funds the same as direct investments. To support
property owner indirect investments, copies of receipts for labor and material costs will be included in the
participant file. Indirect investments will be tracked by the DSP and reported to IDHW or its designee as
leveraged funds.
Policy 9.04: Financial Records
9.0401: Financial Recordkeeping
[2 CFR 200; 10 CFR 600]
DSPs are required to protect and account for all assets obtained with weatherization program contract
funds. The procurement, inventory control, and property management procedures must be in writing and
meet all Federal and State regulations.
The DSP will designate responsibility for purchasing and maintaining records on all property, equipment,
and non-expendable supplies purchased with weatherization program funds received from IDHW. The 10
CFR 600 and 2 CFR 200 Procurement regulations must be followed in all property management.
9.0402: Property and Equipment Records
DSP property management procedures must be in writing and will be monitored for compliance. A record
of all property and equipment with a purchase price of $5,000 or more or, with usage period exceeding
one year must be accurately maintained and shall include the following:
A. A full description of the equipment;
B. Manufacturer's serial number, model number, Federal stock number, national stock number or the
identification number;
C. Source of funds used to purchase the property including contract number;
D. Where the title is located and who holds the title;
E. Acquisition date and cost, including all taxes, freight charges, and other fees;
F. Percentage of Federal participation in the cost of the program for which the property was purchased
(i.e. weatherization - Federal participation is 100%);
G. Unit acquisition cost;
H. Location, use and condition of the property and the date information was recorded;
I. Disposition data, including date of disposal, method used to determine fair market value, and, if sold,
sales price. If the Federal Government is compensated for the sale, the method used for determining
the fair market value is required. Records shall be retained for 3 years after final disposition.
Annually, a physical inventory of program property must be performed, and the inventory records
documented with all property purchased with weatherization program grant and non-Federal funds. A
quality control system must be implemented at each DSP to ensure adequate safeguards are in place to
prevent loss, damage or theft of property. DSP must maintain adequate recovery insurance on the
property. Equipment and vehicles purchased with weatherization contract funds shall be identified as
property of the State or its designee.
Idaho Weatherization Operations Manual of Programmatic Policies
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9.0403: Small Tool Records
Small hand tools shall refer to small tools used in the weatherization program whose acquisition price is
more than $500 with an expected life of more than 2 years. DSPs shall establish a control system to
ensure maintenance and adequate safeguards to prevent loss, damage or theft. An inventory record shall
be maintained and include the following information:
A. Description of tool;
B. Who the tool is checked out to;
C. Condition of tool; and
D. Inventory dates.
A physical inventory of all small tools shall be completed annually and/or as weatherization personnel
changes. Any loss, damage, or theft shall be investigated and fully documented identifying procedures
taken for recovery. Documentation will be reviewed during the annual program monitoring. Adequate
maintenance procedures shall be implemented to ensure small hand tools are in good working condition
and in compliance with OSHA standards.
9.0404: Material Storage
Materials assigned from the warehouse or storage inventory must be accounted for, without exception, on
the web-based data tracking system and must be traceable to completed weatherized dwellings. Under
the direction of the DSP’s Financial Officer, the Weatherization Program Manager is responsible for the
assignment of program personnel who have access to stored inventory materials. Materials must be
maintained in a safe and secured location which prohibits opportunity for fire, damage, theft, or loss.
The DSP’s Program Manager under the direction of the Financial Officer is responsible for implementing an
inventory check-in and check-out procedure to ensure inventory access accountability. Through the
utilization of the inventory check-in and check-out records, web-based data tracking system will be
updated with the job number where the materials were assigned and their dollar value. Web-based data
tracking system records must be reconcilable with the Job Order Sheet material costs according to the
final inspection.
Only assigned DSP personnel will be permitted access to the material inventory. Persons receiving
materials from the inventory must sign to check-out materials from inventory and will be responsible for
checking-in unused materials to the inventory storage area.
9.0405: Material Inventory Control
All materials (standard and specialty items) stored in a warehouse for more than 1 day are considered
assets of the DSP and are under the responsibility of the Financial Officer. The security and accountability
for these assets will be charged to the Financial Officer.
The Financial Officer will develop an inventory recording system, which ensures all materials purchased
with weatherization funds can be accounted for at all times. The Financial Officer will be responsible for
assuring that the system is being utilized accurately.
9.0406: Physical Inventory
At least twice annually, the Financial Officer or their designee must take a physical inventory count of all
materials on hand in the warehouse and reconcile the actual count to web-based data tracking system.
Inventory materials check-in/outs should be reconciled to the Job Order Sheets and the final energy
audit/inspection for completed dwellings. Web-based data tracking system reconciliation printout records
must reflect the dates of the reconciliation and indicate less than a 2% variance. The DSP must maintain
the reconciliation printout records for Federal or State review.
When the variance exceeds the 2% maximum, the Financial Officer or their designee will ensure
mathematical errors have not occurred and check-in and check-out procedures have been followed and
develop a plan of action to address the variance for immediate implementation.

Idaho Weatherization Operations Manual of Programmatic Policies
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Policy 9.05: Property Disposal
9.0501: Surplus Equipment and Material
[2 CFR 200.312; 2 CFR 200.313; 45 CFR 75.320]
Surplus equipment and material has a limited economic or useful life and the storage, maintenance,
transportation and other costs associated with maintaining surplus equipment and material may exceed
the inventory value or fair market value. When the recipient no longer needs the equipment, the
equipment may be used for other activities in accordance with the following standards:
A. For equipment with a current per unit fair market value of five thousand dollars ($5,000) or more, the
recipient may retain the equipment for other uses provided that compensation is made to IDHW or the
appropriate program if required.
B. The amount of compensation shall be computed by applying the percentage of Federal funding
participation in the cost of the original project or program to the current fair market value of the
equipment.
If equipment or material is worn out, unsafe, beyond repair or damaged, it will be disposed of
immediately. Surplus equipment and material with any historical significance should be noted and
reported to SHPO.
In disposal of the surplus equipment and materials, IDHW expects DSPs to maximize the value benefit to
the low-income participants. DSPs will establish proper sales procedures to provide for fair and open
competition which will result in the highest return on the disposed property. IDHW or its designee must
also approve any property considered for sale prior to its disposal.
Annually, or as needed, the DSP will submit to IDHW a written request for disposal and will send copies of
the surplus equipment and material declaration to each DSP’s weatherization program to give them an
opportunity to acquire the surplus equipment and materials. This information will also be retained to
support the transaction for auditing purposes. Depending upon the fair market value, the surplus
equipment and material will be disposed of as follows:
Surplus equipment and material with an estimated fair market value of five thousand dollars ($5,000) or
less does not require prior approval and should be disposed of as follows:
A. Sell or give the surplus equipment and material to another DSP’s weatherization program without
public advertisement or receipt of competitive bid; or
B. Donate the surplus equipment to a 501(c)(3).
Surplus equipment and materials individually or cumulatively valued in excess of five thousand dollars
($5,000) require prior approval and shall be disposed of in accordance with Idaho Code 67-5732A as
follows:
A. Sell the surplus equipment and material at a regularly held public auction conducted by a licensed
auctioneer; or
B. Sell the surplus equipment and materials after receipt of sealed bids to the highest bidder after 30
days’ notice of such sale, publishing the time and place and any sale conditions in a newspaper in the
county where equipment and materials are to be sold.
All sales or disposal of equipment should include the following documentation:
A. Identification of the equipment;
B. Date of purchase, the purchase price, and the funds used to make the purchase;
C. Any appreciation that was taken on the equipment;
D. Date of sale, the sale price, and the name of the buyer to whom the equipment was sold;
E. Clear documentation that the funds were returned for use in the program that purchased it; and
F. Any other information necessary for an audit to support the sale or disposal of the equipment.
All proceeds from the sale of surplus equipment and material must be allocated to offset costs of
replacement and/or future equipment and material purchases. DSPs shall be permitted to deduct and
retain $100 or 10% of the proceeds, whichever is greater, for their selling and handling costs.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 29
Pursuant to Idaho Code 67-5726, all employees (and their spouses and dependents) of the DSP are
prohibited from acquiring surplus property from their own DSP. Employees may acquire surplus equipment
and material from other DSPs only if the property is acquired through a competitive bid process.
If the surplus equipment and material does not have further value, the DSP should dispose of it. Any
exceptions to these policies must be approved by IDHW or its designee.
When acquiring replacement equipment, the recipient may use the equipment to be replaced as trade-in
or sell the equipment and use the proceeds to offset the costs of the replacement equipment subject to
the approval of IDHW or its designee.
Policy 9.06: Financial Audits
9.0601: Annual Financial Audits
[10 CFR 440.23(d); 2 CFR 200, Subpart F; 10 CFR 600]
Financial audits shall be performed in accordance with the Single Audit Act, 10 CFR 600, and 2 CFR 200
Subpart F. Completed audits and documentation of DSP’s Board of Directors’ correspondence regarding
the audit will be submitted to IDHW on an annual basis.
Idaho Weatherization Operations Manual of Programmatic Policies
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Chapter 10: Program Oversight
Policy 10.01: Program Monitoring
10.0101: The Monitoring Process
[10 CFR 440.23(a)]
The monitoring process provides an opportunity for new ideas, systems and solutions to be shared
between DSPs and IDHW or its designee to carry out the Weatherization Program Mission: "To increase
energy efficiency, reduce energy expenditures and improve the health and safety for Idaho's low-income
households". Monitoring is the single most important management tool used by IDHW or its designee to
ensure DSPs establish and maintain policies and procedures that comply with the rules of the Idaho
Weatherization Program and all grantees. Monitoring allows IDHW or its designee to determine the
efficiency and effectiveness of the program services and identify areas where additional DSP training and
technical assistance is needed.
As a program function, it is the intent of IDHW for monitoring to allow designee staff an opportunity to
provide more technical assistance and specific on-site training to DSPs. On an ongoing basis, IDHW or its
designee shall review participant file documentation, service reports and participant surveys.
As part of the monitoring process, IDHW or its designee will conduct on-site visits to each DSP. The focus
of the on-site visits will be to provide training and technical assistance and conduct quality assurance
inspections of completed weatherized homes. IDHW or its designee may request an on-site review of
program activities, including, but not limited to the following:
A. Scheduling of current production, dwelling energy audits, installed measures and the final inspection
process, and all related participant file documentation for reviewed activities;
B. Review DSP operation’s structure utilized to accomplish production goals;
C. Conduct field review of current production activities of crews while the dwelling is being weatherized;
and/or
D. Following the review, recommendations will be provided to the DSP’s Executive Director and program
staff.
IDHW or its designee will continue to conduct the annual sub-grant closeout review.
10.0101.1: Remediation Plans
Based upon the annual review findings, any activities found to be in non-compliance will be resolved by
the DSP. If warranted, IDHW may establish a remedial plan from the DSP, which may include but are not
limited to the following:
A. Monthly production review, as needed;
B. 60-day on-site follow-up review, as needed;
C. Specific training and technical assistance;
D. Approval of dwellings over average cost;
E. Payback of Weatherization funding;
F. Sub-grant probation and/or termination;
G. Monitoring Job Completion Forms; and/or
H. Development and implementation of a Corrective Action Plan.
All critical non-compliance findings resulting in the DSP's subgrant being put on probation or terminated
will be reported to the DOE Project Management Center (PMC) office in Golden, Colorado.
10.0102: Periodic Evaluations
[10 CFR 440.23(b)]
DOE and the HHS conduct periodic reviews of IDHW as it pertains to weatherization services and may
include reviews of the DSPs’ completed units and accompanying records for programs under this part.
Idaho Weatherization Operations Manual of Programmatic Policies
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10.0103: Access to Records
[10 CFR 440.23(c); 10 CFR 440.24; 10 CFR 600.21; 10 CFR 600.153]
The DSP shall provide all required file record documentation and assure staff availability during annual
subgrant monitoring and any other review deemed necessary by IDHW and/or its designee, or Federal
grantors. See Participant Records and Financial Audits.
10.0104: Review of Compliance with LSW
DSPs found to be non-compliant with any of the above guidance will submit a corrective action plan to
IDHW within 15 business days of notification of non-compliance with the aforementioned Lead Safety
guidelines. The corrective action plan will be implemented upon submission and utilized until IDHW
determines the DSP has successfully taken measures to address non-compliance issues. A letter of
compliance will be sent to the DSP indicating the end date of the corrective action plan.
DSPs found to be non-compliant for two consecutive on-site monitoring visits will be placed on probation
to consist of the following:
A. Submission of a corrective action plan to IDHW within 15 days of non-compliance determination
notification;
B. Quality monitoring quarterly on 10% of all dwellings that are pre-1978 and qualify for lead safe work
practices; and
C. Immediate implementation of corrective action plan until letter of compliance is sent indicating the end
date of the corrective action plan, to be determined based on findings of quality monitoring.
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 3
ATTACHMENT NO. 1

Idaho Weatherization
Operations Manual
of Technical Policies

Effective 06/01/2021

Version 2021.06.01
Idaho Weatherization Operations Manual of Technical Policies
Page 1
Introduction: The Idaho Weatherization Program
Policy 0.01: The Idaho Weatherization Operations Manual of
Technical Policies (IWOM-T)
0.0101: Idaho Weatherization Program Summary
The Idaho Weatherization and Energy-Related Home Repair Program (Idaho Weatherization Program) is
designed to reduce energy costs for low-income households by increasing the energy efficiency of their
homes, while ensuring the health and safety of the household.
0.0102: Purpose of This Manual
The purpose of the IWOM-T is to provide guidance for the technical policies governing IDHW-administerd
funds for the Idaho Weatherization Program. These policies are aligned with the 2020 NREL SWS.
0.0102.1: Applying the SWS
The SWS is not a prescriptive standard. It is an objective-based standard that describes the outcomes of
measures selected for installation. Specifications and their related details only apply when the DSP has
determined the applicable measure should be installed.
0.0102.2: Precedence of Policy
The master documents governing installation policies are the 2020 NREL SWS and the DOE WAP Variance
and Special Materials Approval Tracker. With the exception of approved variances, any intentional
differences between the IWOM-T and Chapters 2-7 of the SWS are limited to grammatical updates to aid
in reading comprehension. All substantive differences, if any, will be corrected when found.
0.0103: Version Control
0.0103.1: Margin Lining
Starting with the next release of the IWOM-T, solid vertical lines in the right-hand margin indicate
substantive changes from the previous version. Major policy changes shall have red margin lining. Less
substantial changes, such as updates made for the sake of clarity, shall have black margin lining.
Margin lining shall not be used for minor updates, such as the correction of typographical errors, changes
in formatting, or the addition of relevant links under the “More Information” heading of each section, nor
shall notification necessarily be presented to the network for these types of minor updates.
0.0103.2: Variances and Policy Clarifications
Variances approved by DOE for any specification are written in brackets and “Variance” is denoted in
brackets in the specification heading. Policy clarifications not changing specification requirements are
written in brackets and “Policy Clarification” is denoted in brackets in the specification heading.
Policy 0.02: Definitions
The terms defined in this section shall have their meanings consistently applied throughout the IWOM-T,
except when specifically noted.
For More Information see also:
➤ SWS Glossary
➤ IWOM-P: Definitions
0.0201: Agency Terms
1. ACCA (Air Conditioning Contractors of America): is a nonprofit association for professionals that
install and maintain HVACR, indoor environment and building performance systems.
2. AGA (American Gas Association): is a trade organization representing natural gas supply
companies that deliver natural gas throughout the US.
3. AHRI (Air-Conditioning, Heating, and Refrigeration Institute): A trade association representing
manufacturers of heating, ventilation, air conditioning, and refrigeration systems.
4. ANSI (American National Standards Institute): a nonprofit organization that oversees the
development of voluntary consensus standards for products, services, processes, systems, and
personnel in the US.
Idaho Weatherization Operations Manual of Technical Policies
Page 2
5. ASHRAE (American Society of Heating, Refrigerating and Air-Conditioning Engineers): A
professional association seeking to advance HVAC and refrigeration systems design and construction.
6. APSP (Association of Pool and Spa Professionals): An nonprofit organization that develops
standards for the pool, spa, and hot tub industry. Now called the Pool and Hot Tub Alliance (PHTA).
7. ASTM (American Society for Testing and Materials): A standards organization that develops and
publishes technical standards for a wide range of products and services.
8. HVI (Home Ventilation Institute): A standards organization that certifies home ventilating products
manufactured by companies located throughout the world.
9. ICC (International Code Council): An association of building safety professionals responsible for the
development and publication of building codes.
10. NACE (National Association of Corrosion Engineers): A nonprofit professional organization for the
corrosion control industry. Now NACE International.
11. NEMA (National Electrical Manufacturers Association): A trade association of electrical
equipment manufacturers that publishes standards for electrical products.
12. NFPA (National Fire Protection Association): An nonprofit organization devoted to eliminating
death, injury, property and economic loss due to fire, electrical and related hazards.
13. UL (Underwriters Laboratories): A safety certification organization.
0.0202: Code and Regulatory Abbreviations
1. ADA: Americans with Disabilities Act
2. CFR: Code of Federal Regulations
3. IBC: International Building Code
4. IECC: International Energy Conservation Code
5. IFC: International Fire Code
6. IFGC: International Fuel Gas Code
7. IMC: International Mechanical Code
8. IPC: International Plumbing Code
9. IRC: International Residential Code for One- and Two-Family Dwellings
10. NEC: National Electrical Code
0.0203: Other Abbreviations
1. ACH: Air Changes per Hour
2. AHJ: Authority Having Jurisdiction
3. CFM: Cubic Feet per Minute
4. CO: Carbon Monoxide
5. CO₂: Carbon Dioxide
6. HVAC: Heating Ventilation and Air Conditioning
7. IC: Insulation Contact
8. O₂: Oxygen
9. QC: Quality Control
10. QCI: Quality Control Inspector
11. SHGC: Solar Heat Gain Coefficient
12. SPF: Spray Polyurethane Foam
13. SWS: Standard Work Specifications
14. T&P: Temperature and Pressure
15. TXV: Thermostatic Expansion Valve
16. VFD: Variable Frequency Device
17. VOC: Volatile Organic Compound(s)
Policy 0.03: Agency Responsibilities
0.0301: Program Management
Please refer to Policy 0.0301 in the IWOM-P.
0.0302: Energy Audit
Please refer to Policy 0.0302 in the IWOM-P.
0.0303: Quality Control Inspection
Please refer to Policy 0.0303 in the IWOM-P.
Idaho Weatherization Operations Manual of Technical Policies
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Chapter 1: Using the SWS
For More Information see also:
➤ NREL Standard Work Specifications (SWS 2020)
➤ DOE WAP Memorandum 070: Standard Work Specification 2020 Update
Policy 1.0101: Features of the SWS
1.0101.1: SWS Summary
The SWS identify and define the desired outcome(s) of a particular energy efficiency measure, stated as
objectives, and then list the minimum specifications needed to meet those outcomes.
1.0101.2: How the SWS Are Displayed in This Manual
The following abbreviations identify which of the three housing types to which the specification applies:
• SF: Single Family • MH: Mobile Home • MF: Multi-Family
A “Specification” heading defines the minimum level of action required to meet the specified objective. An
“Objective” heading defines the required outcomes of the work.
Starting in Chapter 2, the SWS are organized in the IWOM-T into four layers, reflecting how an individual
may approach a whole-house assessment or audit. From general to specific, the layers are ordered by
section, topic, subtopic, and detail. Within the example 2.0101.1:
• The first digit in the numbering scheme indicates the specific SWS section (e.g., “Health and
Safety”) and the chapter of the IWOM-T.
• The first two numbers of the second digit indicate the specific SWS topic (e.g., “Safety Devices”)
and policy heading of the IWOM-T.
• The second two numbers of the second digit indicate the SWS subtopic (e.g., “Smoke Alarms”).
• The final digit indicates the detail (e.g., “Hardwired (interconnected) Smoke Alarms”).
Each section contains multiple topics, and each topic is further divided into subtopics and details. The
numbering system utilized in the IWOM-T from Chapter 2 through Chapter 7 is the same numbering in the
online SWS tool to help ensure users are able to quickly find specific information.
Policy 1.0201: Codes, Standards, and Protocols in the SWS
1.0201.1: The Role of Codes and Standards in the SWS
While the SWS will help identify the desired outcomes of energy efficiency measures in a weatherization or
home energy upgrade project, they are not a replacement for the codes and/or technical standards
mandated by a particular jurisdiction. State, local, or municipal code or ordinance has legal precedence
and users should obtain copies of the applicable codes and standards for their jurisdiction before
performing the work. References to codes/standards in the SWS do not constitute an endorsement.
Numerous national standards bodies have provided significant insight and input into the SWS. The 2012
IRC serves as the primary referenced standard. In order to limit redundancy, standards that are already
referenced within the IRC are not restated within the SWS. However, when a standard is not addressed by
the IRC, it is referenced within the Referenced Standards as an additional resource.
1.0201.2: The Role of the EPA Healthy Indoor Environment Protocols for Home
Energy Upgrades in the SWS
The SWS and the EPA’s Healthy Indoor Environment Protocols for Home Energy Upgrades were developed
in conjunction with one another and are intended for voluntary adoption by weatherization assistance
programs, federally funded housing programs, private sector home performance contractors, and others
working in the residential energy upgrade industry.
Together, the complementary documents provide a robust and practical set of resources for home energy
upgrade contractors, trainers, and program administrators; help improve the quality of the work
performed in this expanding industry; promote occupant health and safety; and will assure consumers
that high quality work is performed. Read more about the Healthy Indoor Environment Protocols for Home
Energy Upgrades on the EPA’s website.

Idaho Weatherization Operations Manual of Technical Policies
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Chapter 2: Health and Safety
Policy 2.01: Safety Devices
2.0101: Smoke Detectors
2.0101.1: Hardwired (Interconnected) Smoke Alarms
Desired Outcome: Properly selected and installed interconnected smoke alarms.
2.0101.1a Selection  SF  MH  MF 
Specification Objective
1. Select hardwired (interconnected) smoke alarms that are listed
and labeled in accordance with UL 217.
1. Ensure proper equipment
selection.
2.0101.1b Location  SF  MH  MF 
Specification Objective
1. Install hardwired (interconnected) smoke alarms in the locations
required by the AHJ.
1. Ensure proper location.
2.0101.1c Installation  SF  MH  MF 
Specification Objective
1. Install hardwired (interconnected) smoke alarms in accordance
with the manufacturer’s instructions.
1. Ensure proper installation.
2.0101.1d Occupant Notification  SF  MH  MF 
Specification Objective
1. Provide occupants the manufacturer’s written instructions. 1. Ensure occupants have
access to written user’s
manuals.
2.0101.2: Battery-Operated Smoke Alarms
Desired Outcome: Properly selected and installed battery-operated smoke alarms.
2.0101.1a Selection  SF  MH  MF 
Specification Objective
1. Select battery-operated smoke alarms that are listed and labeled
in accordance with UL 217 and have sealed, non-replaceable, 10-
year batteries.
1. Ensure proper equipment
selection.
2.0101.1b Location  SF  MH  MF 
Specification Objective
1. Install battery-operated smoke alarms in the locations required by
the AHJ.
1. Ensure proper location.
2.0101.1c Installation  SF  MH  MF 
Specification Objective
1. Install battery-operated smoke alarms in accordance with the
manufacturer’s instructions.
1. Ensure proper installation.
2.0101.1d Occupant Notification  SF  MH  MF 
Specification Objective
1. Provide occupants the manufacturer’s written instructions. 1. Ensure occupants have
access to written user’s
manuals.

Idaho Weatherization Operations Manual of Technical Policies
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2.0102: Carbon Monoxide (CO) Alarms
2.0102.1: CO Detection and Warning Equipment
Desired Outcome: Properly selected and installed CO alarms.
2.0102.1a Selection  SF  MH  MF 
Specification Objective
1. Select CO alarms that are listed and labeled in accordance with UL
2034, or approved by the AHJ, and have a minimum of:
• 10-year manufacturer’s warranty; and
• Internal non-replaceable batteries.
1. Ensure proper equipment
selection.
2.0102.1b Location  SF  MH  MF 
Specification Objective
1. Install CO alarms in the locations required by the AHJ. 1. Ensure proper location.
2.0102.1c Installation  SF  MH  MF 
Specification Objective
1. Install CO alarms in accordance with the manufacturer’s
instructions.
1. Ensure proper installation.
2.0102.1d Occupant Notification  SF  MH  MF 
Specification Objective
1. Provide occupants the manufacturer’s written instructions. 1. Ensure occupants have
access to written user’s
manuals.
2.0103: Water Heating
2.0103.1: Temperature and pressure relief valve
Desired Outcome: Safely discharge excessive energy (pressure or temperature) from water heater.
2.0103.1a Selection  SF  MH  MF 
Specification Objective
1. Select temperature and pressure relief valve in accordance with
IRC and according to manufacturer specifications that comply with
ANSI Z21.22.
1. Ensure proper equipment
selection.
2.0103.1b Installation  SF  MH  MF 
Specification Objective
1. Temperature and pressure relief valve will be installed in
compliance with IRC, HUD code, and according to manufacturer
specifications.
1. Ensure proper installation.
2.0103.1c Discharge  SF  MH  MF 
Specification Objective
1. Install discharge tube of temperature and pressure relief valve so
that it:
• Discharges to a readily observable location either 6 inches or
less from the floor or overflow pan or to the outdoors;
• Discharges in a manner that does not cause personal injury or
structural damage;
• Flows by gravity and without any trap;
• Is not directly connected to the dwelling drainage system; and
• Does not contain any valves or tees, nor end with a threaded
connection.
1. Ensure proper discharge
location.

Idaho Weatherization Operations Manual of Technical Policies
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Policy 2.02: Moisture
2.0201: Drainage
2.0201.1: Gutters
Desired Outcome: Direct bulk water away from dwelling.
2.0201.1a Selection  SF  MH  MF 
Specification Objective
1. Size gutters appropriately for the area drained. 1. Properly sized gutters.
2.0201.1b Attachment  SF  MH  MF 
Specification Objective
1. Attach gutters to dwelling using screws.
2. Fasten gutter sections with mechanical fasteners.
1. Durable attachment.
2.0201.1c Slope  SF  MH  MF 
Specification Objective
1. Slope all gutters toward the downspout(s) a minimum of ¼” per
10’.
1. Ensure complete drainage.
2.0201.1d Sealing  SF  MH  MF 
Specification Objective
1. Make all seams watertight using compatible sealant. 1. Prevent water leaks.
2.0201.2: Downspouts
Desired Outcome: Direct bulk water away from dwelling.
2.0201.2a Selection  SF  MH  MF 
Specification Objective
1. Size and number of downspouts shall be appropriate for the area
drained.
1. Properly sized downspouts.
2.0201.2b Attachment  SF  MH  MF 
Specification Objective
1. Mechanically attach downspouts to gutter.
2. Mechanically attach downspout(s) to dwelling a minimum of every
4’ of length.
1. Durable attachment.
2.0201.2c Slope  SF  MH  MF 
Specification Objective
1. Assemble downspout sections so that the upper section is inside
the lower section.
2. Drain downspouts a minimum of 6’ away from the structure.
1. Bulk water directed away
from dwelling.
2.0201.3: Grading
Desired Outcome: Direct bulk water away from dwelling.
2.0201.3a Selection  SF  MH  MF 
Specification Objective
1. Slope ground away from the house at least 6” per 10’. 1. Ensure positive drainage
away from dwelling.
2.0201.3b Attachment  SF  MH  MF 
Specification Objective
1. With occupant approval:
• Clear all vegetation within 3’ of the home; or
• Trim all landscaping so it’s at least 1’ away from the home.
1. Stop vegetation from
preventing drainage.

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2.0201.4: Sump Pumps
Desired Outcome: Remove bulk water from inside the foundation.
2.0201.4a Selection  SF  MF 
Specification Objective
1. Select a sump pump that will meet the flow requirements of the
home.
2. Select the most energy efficient pump available, preferring
Electrically Commutated Motors (ECM) when possible.
1. Efficient, properly sized
sump pump.
2.0201.4b Attachment  SF  MF 
Specification Objective
1. Install sump pumps per the manufacturer’s instructions.
2. Install a check valve to prevent water from reentering the sump
well.
1. Properly installed sump
pump.
2.0201.4c Discharge  SF  MF 
Specification Objective
1. Discharge sump water a minimum of 10’ away from the building. 1. Discharge water away from
foundation.
2.0201.4d Commissioning  SF  MF 
Specification Objective
1. Verify safe operation and ensure that all operable floats are
functioning as intended.
1. Verify correct operation.
2.0201.4e Occupant Notification  SF  MF 
Specification Objective
1. Provide occupant with manufacturer’s instructions and all manuals. 1. Ensure occupant is aware of
function and maintenance.
2.0202: Ground Vapor Retarders
2.0202.1: Un-Vented Subspaces: Ground Cover
Desired Outcome: Minimize ground moisture vapor and soil gas with a durable, effective vapor retarder.
2.0202.1a Preparation  SF  MF 
Specification [Variance] Objective
1. Remove [as much vegetation and organic material as feasible]
from area to be covered.
2. Remove all debris that can cause injury or puncture ground vapor
retarder (e.g., nails, glass, sheet metal screws, etc.).
1. Minimize punctures.
2.0202.1b Material Selection  SF  MF 
Specification Objective
1. Select a 6-mil minimum ground vapor retarder of 0.1 perm or less. 1. Durable material selected.
2.0202.1c Coverage  SF  MF 
Specification Objective
1. Cover all exposed soil.
2. Extend ground vapor retarder a minimum of 6” up all foundation
walls and piers, but do not install in contact with non-treated
structural wood.
1. Create a continuous ground
vapor retarder layer that
does not compromise
wooden foundation
materials.
2.0202.1d Drainage  SF  MF 
Specification Objective
1. The ground vapor retarder will not interfere with the established
drainage pattern (e.g., to sump pits, French drains, etc.).
1. Ensure proper drainage.

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2.0202.1e Seams/Connections  SF  MF 
Specification Objective
1. Overlap seams a minimum of 12” with reverse or upslope lapping
technique.
2. For wall to floor connection, install the wall vapor retarder under
the ground vapor retarder.
3. Seal all seams and connections to foundations and piers airtight
with a durable, compatible, sealant.
4. Mechanically attach ground vapor retarder to foundation and piers
where practical.
1. Provide airtight seal for
ground vapor retarder.
2.0202.1f Fastening  SF  MF 
Specification Objective
1. Fasten ground vapor retarder to ground with durable fasteners or
ballast(s) when installed on sloping ground, or space is accessed
for routine maintenance or storage.
1. Prevent movement and
uplift of the air barrier and
ground moisture barrier.
2.0202.1g Air Sealing  SF  MF 
Specification Objective
1. Seal all penetrations in the ground vapor retarder with a
compatible sealant.
1. Ensure ground vapor
retarder is airtight.
2.0202.1h Signage  SF  MF 
Specification Objective
1. Install a durable (minimum of 10-year service life), easily seen
sign, sized a minimum of 8.5”x 11” at each access to the space.
2. Sign shall minimally include the following items:
• Warning to prohibit storage of hazardous and flammable
materials; and
• Caution not to damage the ground vapor retarder, air barrier,
insulation, and mechanical components specific to the space;
and
• Immediate repairs are needed in the case of damage.
1. Provide essential safety and
maintenance information.
2.0202.2: Vented Subspaces: Ground Cover
Desired Outcome: Minimize ground moisture vapor and soil gas with a durable, effective vapor retarder.
2.0202.2a Preparation  SF  MF 
Specification [Variance] Objective
1. Remove [as much vegetation and organic material as feasible]
from the area to be covered.
2. Remove all debris that can cause injury or puncture ground vapor
retarder (e.g., nails, glass, sheet metal screws, etc.)
1. Minimize punctures.
2.0202.2b Material Selection  SF  MF 
Specification Objective
1. Select a 6-mil minimum ground vapor retarder of 0.1 perm or less. 1. Durable material selected.
2.0202.2c Coverage  SF  MF 
Specification Objective
1. Cover all exposed soil.
2. Extend ground vapor retarder a minimum of 6” up all foundation
walls and piers, but do not install in contact with non-treated
structural wood.
1. Create a continuous ground
vapor retarder layer that
does not compromise
wooden foundation
materials.
2.0202.2d Drainage  SF  MF 
Specification Objective
1. The ground vapor retarder will not interfere with the established
drainage pattern (e.g., to sump pits, French drains, etc.).
1. Ensure proper drainage.
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2.0202.2e Seams/Connections  SF  MF 
Specification Objective
1. Overlap seams a minimum of 12” with reverse or upslope lapping
technique.
2. For wall to floor connection, install the wall vapor retarder under
the ground vapor retarder.
1. Keep bulk moisture under
ground cover.
2.0202.2f Fastening  SF  MF 
Specification Objective
1. Fasten ground vapor retarder to ground with durable fasteners or
ballast(s) when installed on sloping ground, or space is accessed
for routine maintenance or storage.
1. Prevent movement and
uplift of the air barrier and
ground moisture barrier.
2.0202.2g Air Sealing  SF  MF 
Specification Objective
1. Seal all penetrations in the ground vapor retarder with a
compatible sealant.
1. Ensure ground vapor
retarder is airtight.
2.0202.2h Signage  SF  MF 
Specification Objective
1. Install a durable (minimum of 10-year service life), easily seen
sign, sized a minimum of 8.5”x 11” at each access to the space.
2. Sign shall minimally include the following items:
• Warning to prohibit storage of hazardous and flammable
materials; and
• Caution not to damage the ground vapor retarder, air barrier,
insulation, and mechanical components specific to the space;
and
• Immediate repairs are needed in the case of damage.
1. Provide essential safety and
maintenance information.
2.0202.3: Pier and Skirting Foundations: Ground Cover
Desired Outcome: Minimize ground moisture vapor and soil gas with a durable, effective vapor retarder.
2.0202.3a Preparation  SF  MH 
Specification Objective
1. Remove all debris that can cause injury or puncture ground vapor
retarder (e.g., nails, glass, sheet metal screws, etc.)
1. Minimize punctures.
2.0202.3b Coverage  SF  MH 
Specification Objective
1. Cover all exposed soil.
2. Extend ground vapor retarder a minimum of 6” up all foundation
walls and piers, but do not install in contact with non-treated
structural wood.
1. Create a continuous ground
vapor retarder layer that
does not compromise
wooden foundation
materials.
2.0202.3c Material Selection  SF  MH 
Specification Objective
1. Select a 6-mil minimum ground vapor retarder of 0.1 perm or less. 1. Durable material selected.
2.0202.3d Seams  SF  MH 
Specification Objective
1. Overlap seams a minimum of 12” with reverse or upslope lapping
technique.
2. For wall to floor connection, install the wall vapor retarder under
the ground vapor retarder.
1. Keep bulk moisture under
ground cover.
2.0202.3e Fastening  SF  MH 
Specification Objective
1. Fasten ground vapor retarder to ground with durable fasteners. 1. Prevent movement of the
ground moisture barrier.
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2.0203: Space Conditioning
2.0203.1: Stand-Alone Dehumidifier Installation
Desired Outcome: Minimize energy used for humidity control.
2.0203.1a Selection  SF  MH  MF 
Specification Objective
1. Appliance will have:
• An efficiency level of ENERGY STAR® or better;
• A fan-off option;
• Ability to retain settings after power-off;
• Features that reduce both peak electric use (e.g., internal and
external timers) and absolute energy use;
• Standby losses of 1 watt or less; and
• Controls that are labeled so they are understandable, readable,
and accurate for occupant needs.
2. Appliances located in a basement or crawl space will be rated for
cold temperature operation.
3. Operating environment will be evaluated, and appropriate
appliance will be selected for that environment (e.g., low
temperature and high relative humidity).
1. Provide durable, efficient,
and appropriate appliance.
2.0203.1b Installation  SF  MH  MF 
Specification Objective
1. Install appliance according to manufacturer specifications.
2. Install appliance to permit adequate air flow.
3. Seal any penetrations to the exterior of the home created by the
installation of the appliance.
4. Set relative humidity and temperature settings that are
appropriate for the space.
5. Connect the appliance directly to a condensate line that drains to a
suitable drain or outdoors.
1. Properly installed new
appliance.
2.0203.1c Commissioning  SF  MH  MF 
Specification Objective
1. Verify appliance is functioning as designed per the manufacturer’s
guidelines.
2. Verify appliance relative humidity measurement is accurate using a
secondary independent measurement.
1. Verify proper operation.
2.0203.1d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove old appliance from job site and recycle or
dispose of removed appliance and refrigerant in accordance with
local and federal law (EPA Section 608 of Clean Air Act of 1990).
2. Permanently decommission old appliance
1. Permanently remove old
appliance is from service,
protect the environment,
and comply with regulation.
2.0203.1e Client Education  SF  MH  MF 
Specification Objective
1. Provide the occupant with:
• Manufacturer specific appliance maintenance information;
• Warranty information, operation manuals, and installer contact
information; and
• A user guide for dehumidifier settings in different climate
conditions.
1. Ensure proper operation
and maintenance.

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Policy 2.03: Electrical
2.0301: High Voltage (50 volts or more)
2.0301.1: Junctions/Splices Enclosed
Desired Outcome: Prevent electrocution.
2.0301.1a Junction Box Covers  SF  MH  MF 
Specification Objective
1. Cover all junction boxes with a location-appropriate (e.g. wet-
location, outdoor, indoor, etc.) UL-listed cover per the NEC.
1. Junction boxes are securely
covered with appropriate,
durable covers.
2.0301.1b Wiring Splices  SF  MH  MF 
Specification Objective
1. Enclose all wiring splices inside a location-appropriate (e.g. wet-
location, outdoor, indoor, etc.) UL-listed electrical enclosure per
the NEC.
1. Wiring splices are safely
enclosed in appropriate
enclosure.
2.0301.2: Knob and Tube Wiring: Isolation
Desired Outcome: Prevent electrocution and reduce fire hazards.
2.0301.2c Clearance  SF  MF 
Specification Objective
1. Maintain a minimum of 3” of clearance around live knob and tube
wiring.
1. Prevent fire hazards.
2.0301.2d Marking  SF  MF 
Specification Objective
1. Mark all live knob-and-tube wiring with caution tape that is visible
from at least 5’ away and post appropriate signage.
1. Provide essential safety and
maintenance information
and maintain safe operation
of knob-and-tube wiring.

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Chapter 3: Air Sealing
Policy 3.01: General Pressure Boundary
3.0101: General Air Sealing
3.0101.1: Air Sealing Holes
Desired Outcome: Prevent air movement through holes @ 50Pa of pressure.
3.0101.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0101.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0101.1c Backing, Infill, and Support  SF  MH  MF 
Specification Objective
1. If backing or infill is installed, it will not bend, sag, or move once
installed, and will adequately support any insulation installed on
the surface
2. For small holes (less than ¼”):
• if using, install backing or infill material at least ⅛” below the
surface where sealant is applied.
3. For medium holes (¼” to 3”):
• install backing or infill in or over all holes to be sealed.
4. For large holes (greater than 3”):
• install rigid backing or infill in or over all holes to be sealed.
5. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
6. Support material installed for any walking/working surface (attics
or floors) will support the weight of a worker and any insulation
applied in the area.
7. Mechanically fasten backing or infill materials sufficient to prevent
movement.
1. Prevent excessive sealant
movement and support
applied loads.
3.0101.1d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.

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3.0101.1e Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections in sealing surface while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
1. Fully adhered, airtight, and
durable seal.
3.0101.1f High-Temperature Application  SF  MH  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102: Specific Air Sealing
3.0102.1: Sealing Non-Insulation Contact (IC) Recessed Light
Desired Outcome: Airtight, durable, and fire safe enclosure that remains in place and prevents air
movement @ 50Pa of pressure.
3.0102.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0102.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.1c Clearance  SF  MH  MF 
Specification Objective
1. Maintain a minimum clearance of 3” between enclosure and all
portions of fixture (e.g. wiring, box, and ballast).
2. Enclosure must be at least as tall as the surrounding insulation.
1. Prevent overheating of
fixture.
3.0102.1d Enclosure Top  SF  MH  MF 
Specification Objective
1. Enclosure top must be R-1 or less and left free of insulation. 1. Prevent heat buildup.
3.0102.1e Structural Soundness  SF  MH  MF 
Specification Objective
1. Enclosure must withstand applied loads. 1. Durable enclosure.
3.0102.1f Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.

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3.0102.1g Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the enclosure while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
2. Sealant exposed to the interior of the enclosure must meet the
same fire rating as the enclosure.
1. Fully adhered, safe, and
durable sealant.
3.0102.1h Marking  SF  MH  MF 
Specification Objective
1. Visibly flag enclosure above the final insulation level. 1. Visually identify enclosure
for future access.
3.0102.2: Sealing High-Temperature Devices
Desired Outcome: Fully adhered, airtight, fire safe, and durable seal that prevents air movement @ 50Pa
of pressure.
3.0102.2a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0102.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.2c Clearance and Isolation  SF  MH  MF 
Specification Objective
1. Maintain a minimum clearance of 3” between combustible
materials or sealants and any portion of the high-temperature
device (e.g. chimney, vent, flue).
2. Install a rigid, fixed dam higher than the insulation that maintains
a minimum 3” clearance between high-temperature devices and
combustible materials.
3. Do not allow combustible insulation between a high-temperature
device and a dam unless insulation material is rated for contact
with the device.
1. Prevent fire hazards.
3.0102.2d Backing and Infill  SF  MH  MF 
Specification Objective
1. Install non-combustible backing or infill in any gap or crack greater
than ¼”.
2. Install rigid non-combustible backing or infill for gaps or cracks
greater than 1” using mechanical fasteners.
3. Once installed, backing or infill will not bend, sag, or move.
1. Prevent excessive sealant
movement.

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3.0102.2e Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.2f Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges, and
penetrations of the sealing area while applying sufficient pressure
to push sealant into any gaps or cracks and contact any backing or
infill material required.
1. Fully adhered sealant.
3.0102.3: Sealing Tongue and Groove Surfaces
Desired Outcome: Airtight, durable, safe, and aesthetic seal that remains in place and prevents air
movement @ 50Pa of pressure.
3.0102.3a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0102.3b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.3c Backing  SF  MH  MF 
Specification Objective
1. Install rigid air barrier material behind tongue and groove surfaces. 1. Reduce sealant application
area.
3.0102.3d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.3e Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the backing material while
applying sufficient pressure to push sealant into any gaps or cracks
and contact any backing or infill material required.
2. No sealant may be visible in the living space.
1. Fully adhered, airtight,
durable, and aesthetic seal.

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3.0102.4: Sealing Firewalls
Desired Outcome: Restore firewall functionality with safe, durable, airtight sealing that remains in place
and prevents air movement @ 50Pa of pressure.
3.0102.4a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0102.4b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.4c Backing and Infill  SF  MF 
Specification Objective
1. Install backing or infill in any gap or crack greater than ¼”.
2. Install rigid backing or infill for gaps or cracks greater than 3”
using mechanical fasteners.
3. Once installed, backing or infill will not bend, sag, or move.
1. Prevent excessive sealant
movement.
3.0102.4d Surface Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.4e Sealant Application  SF  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the firewall while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
2. If firewall assembly is not monolithic (e.g., balloon framing, CMU,
open chase, attic bypass, or with similar penetration through the
attic floor plane), attic floor plane penetrations within the firewall
assembly will be accessed through the firewall, fully sealed, and
firewall surface restored to prevent current or future breaches of
the firewall below the attic floor plane from establishing an air flow
path to the attic space.
1. Fully adhered, airtight, and
durable seal.

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3.0102.5: Mobile Home Belly Repair: Soft Bottom Patching
Desired Outcome: Minimize air leakage and keep insulation in place.
3.0102.5a Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
3.0102.5b Material Selection MH 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers; and
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers).
1. Select safe and effective
materials.
3.0102.5c Surface Preparation MH 
Specification Objective
1. Remove any material from the sealing and patching area that will
prevent full adhesion of the selected sealant and patch material.
1. Surface is clean and ready
to accept sealant.
3.0102.5d Patch Installation MH 
Specification Objective
1. Install patching material over all holes lapping a minimum of 3”
over the surrounding material.
2. Apply a continuous bead of sealant under the patch that creates an
airtight seal.
1. Airtight and durable seal.
3.0102.5e Attachment MH 
Specification Objective
1. Attach patches using outward clinch staples (“cinch staples”)
spaced no more than 2” apart.
1. Durable repair.
3.0102.5f High-Temperature Application MH 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.6: Mobile Home Belly Repair: Soft Bottom Replacement
Desired Outcome: Minimize air leakage and keep insulation in place.
3.0102.6a Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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3.0102.6b Material Selection MH 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers; and
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers).
1. Select safe and effective
materials.
3.0102.6c Coverage MH 
Specification Objective
1. Span each belly section with an uninterrupted section of belly
material creating as few seams as possible.
1. Complete and durable
coverage.
3.0102.6d Seams MH 
Specification Objective
1. Lap any seams in the belly material a minimum of 6”, seal with a
continuous bead of sealant, and mechanically fastened every 2”.
1. Airtight seams that prevent
insulation loss.
3.0102.6e Attachment MH 
Specification Objective
1. Attach belly material at opposite ends of spanned section using
rigid support material (i.e., wooden furring strips).
2. Attach belly material to rigid support material by wrapping it
around the rigid support material a minimum of 2 times and
mechanically fastening every 6”.
3. Attach rigid support material to belly at every joist or at a
maximum of every 2’ with mechanical fasteners that penetrate the
substrate a minimum of 1½”.
1. Durable repair.
3.0102.6f Sealant Application MH 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the belly material while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
1. Airtight belly repair.
3.0102.6g High-Temperature Application MH 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.7: Mobile Home Belly Repair: Rigid Bottom Patching
Desired Outcome: Minimize air leakage and keep insulation in place.
3.0102.7a Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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3.0102.7b Material Selection MH 
Specification Objective
1. Select materials that:
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers);
• Create a continuous insulation layer when possible (i.e., rigid
insulation board); and
• Are rigid materials that adequately support applied load and
are permanent air barriers.
1. Select safe and effective
materials.
3.0102.7c Surface Preparation MH 
Specification Objective
1. Remove any material from the sealing and patching area that will
prevent full adhesion of the selected sealant and patch material.
1. Surface is clean and ready
to accept sealant.
3.0102.7d Support MH 
Specification Objective
1. Patch any hole larger than 1ft² with patch material that laps over
the sub-framing on at least two edges.
1. Sealing materials remain in
place and support applied
loads.
3.0102.7e Patch Installation MH 
Specification Objective
1. Install rigid patching material over all holes lapping a minimum of
3” over the surrounding material.
2. Apply a continuous bead of sealant under the patch that creates an
airtight seal.
1. Airtight permanent repairs.
3.0102.7f Attachment MH 
Specification Objective
1. Attach patches using mechanical fasteners spaced no more than 6”
apart.
2. Use mechanical fasteners that incorporate washers/caps that
prevent fasteners from being pulled through belly material.
1. Prevent a fire hazard.
3.0102.7g High-Temperature Application MH 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.8: Mobile Home Belly Repair: Rigid Bottom Replacement
Desired Outcome: Minimize air leakage and keep insulation in place.
3.0102.8a Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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3.0102.8b Material Selection MH 
Specification Objective
1. Select materials that:
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers);
• Create a continuous insulation layer when possible (i.e., rigid
insulation board); and
• Are rigid materials that adequately support applied load and
are permanent air barriers.
1. Select safe and effective
materials.
3.0102.8c Support MH 
Specification Objective
1. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
2. Support material will support applied loads without sagging,
bending, or failure.
1. Ensure sealing materials
remain in place and support
applied loads.
3.0102.8d Coverage MH 
Specification Objective
1. Cover entire area with as few pieces of rigid material as possible. 1. Avoid unnecessary seams.
3.0102.8e Attachment MH 
Specification Objective
1. Attach rigid belly material to sub-framing every 6” where possible
with mechanical fasteners that penetrate sub-framing a minimum
of 1½”.
2. Use mechanical fasteners that incorporate washers/caps that
prevent fasteners from being pulled through belly material.
1. Durable attachment.
3.0102.8f Sealing MH 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the belly material while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
1. Airtight belly repair.
3.0102.8g High-Temperature Application MH 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.9: Sealing Dropped Soffits/Bulkheads
Desired Outcome: Airtight, safe, durable seals that remain in place, and prevent moisture and air
movement @ 50Pa of pressure.
3.0102.9a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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3.0102.9b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.9c Support  SF  MH  MF 
Specification Objective
1. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
2. Support material installed for any walking/working surface (attics
or floors) will support the weight of a worker and any insulation
applied in the area.
1. Ensure sealing materials
remain in place and support
applied loads.
3.0102.9d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.9e Install Air Barrier  SF  MH  MF 
Specification Objective
1. Install rigid air barrier material over the entire soffit opening in
alignment with the attic’s pressure boundary.
1. Pressure boundary aligned.
3.0102.9f Attachment  SF  MH  MF 
Specification Objective
1. Mechanically fasten air barrier material to prevent movement. 1. Durable attachment.
3.0102.9g Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the soffit while applying sufficient
pressure to push sealant into any gaps or cracks and contact any
backing or infill material required.
1. Fully adhered, airtight, and
durable seal.
3.0102.9h High-Temperature Application  SF  MH  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.10: Sealing Dropped Ceilings
Desired Outcome: Airtight, safe, durable seals that remain in place, and prevent moisture and air
movement @ 50Pa of pressure.
3.0102.10a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
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3.0102.10b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.10c Support  SF  MH  MF 
Specification Objective
1. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
2. Support material installed for any walking/working surface (attics
or floors) will support the weight of a worker and any insulation
applied in the area.
1. Ensure sealing materials
remain in place and support
applied loads.
3.0102.10d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.10e Install Air Barrier  SF  MH  MF 
Specification Objective
1. Install a permanent air barrier either above or below the existing
ceiling material that will structurally support the final insulation
level.
1. Align pressure boundary.
3.0102.10f Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the pressure boundary while
applying sufficient pressure to push sealant into any gaps or cracks
and contact any backing or infill material required.
1. Fully adhered, airtight, and
durable seal.
3.0102.10g High-Temperature Application  SF  MH  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0102.11: Sealing Roof/Wall Connections
Desired Outcome: Continuous air barrier at roof/wall connections that is safe, durable, stays in place, and
prevents air movement @ 50Pa of pressure.
3.0102.11a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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3.0102.11b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0102.11c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0102.11d Support  SF  MH  MF 
Specification Objective
1. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
2. Install support materials that will support all applied loads.
1. Ensure sealing materials
remain in place and support
applied loads.
3.0102.11e Install Air Barrier  SF  MH  MF 
Specification Objective
1. Install a continuous rigid air barrier in alignment with the wall’s
pressure boundary.
1. Align pressure boundary.
3.0102.11f Attachment  SF  MH  MF 
Specification Objective
1. Mechanically fasten air barrier material to the sub-framing per
manufacturer’s specifications.
1. Durable attachment.
3.0102.11g Sealant Application  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the pressure boundary while
applying sufficient pressure to push sealant into any gaps or cracks
and contact any backing or infill material required.
1. Fully adhered, airtight, and
durable seal.
3.0102.11h High-Temperature Application  SF  MH  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0103: Intentional Attic Openings
3.0103.1: Access Doors and Hatches
Desired Outcome: Attic access door safely and durably sealed and insulated to prevent air movement @
50Pa of pressure.
3.0103.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
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Page 24
3.0103.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0103.1c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0103.1d Seal Framing  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, and edges of
access framing while applying sufficient pressure to push sealant
into any gaps or cracks and contact any backing or infill material
required.
1. Prevent air and moisture
movement.
3.0103.1e Seal Access Panel  SF  MH  MF 
Specification Objective
1. Seal access using gaskets, weatherstripping or equivalent method.
2. Permanently attach gaskets, weatherstripping, etc. per
manufacturer’s instructions.
3. Secure attic door or hatch with a latch, lock or frictionally engaging
components.
1. Prevent air and moisture
movement.
3.0103.1f Damming  SF  MH  MF 
Specification Objective
1. Install a rigid and durable dam having a height greater than the
insulation at attic opening and does not interfere with the
operation of the access.
1. Prevent insulation
movement.
3.0103.1g Insulate Opening  SF  MH  MF 
Specification Objective
1. Insulate access to the same R-value as adjoining insulated
assembly.
2. Permanently fasten insulation to access in complete contact with
the air barrier.
1. Align thermal barrier.
3.0103.1h Durability  SF  MH  MF 
Specification Objective
1. Completed measure will have a minimum expected service life of
20 years.
1. Ensure minimum service
life.

Idaho Weatherization Operations Manual of Technical Policies
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3.0103.2: Exterior Roof Access Panels and Hatches
Desired Outcome: Operable, safe, weathertight and insulated roof access.
3.0103.2a Sealant Selection MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0103.2b Material Selection MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0103.2c Roof Access Operation and Fit MF 
Specification Objective
1. Repair or adjust roof access to properly fit the curb/jamb and allow
for ease of operation (e.g., hardware adjustment and/or
replacement).
1. Proper operation of roof
access system.
3.0103.2d Surface Preparation MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0103.2e Frame/Curb Sealing MF 
Specification Objective
1. Seal access frame/curb to both the exterior and interior side of the
roof/wall.
2. Seal roof access stop to frame/curb.
3. Seal abandoned penetrations in the existing frame/curb.
1. Weathertight roof access
frame/curb.
3.0103.2f Insulation MF 
Specification Objective
1. Insulate access with non-compressible insulation to an R-value
sufficient to prevent condensation on either the conditioned or
unconditioned side, based on local climate conditions.
2. Hatch curb will be durably insulated where feasible.
1. Achieve uniform R-value on
the roof access sufficient to
prevent condensation.
3.0103.2g Fire Safety MF 
Specification Objective
1. When access hatches are part of a fire-resistance-rated assembly
or are used for smoke or heat removal, added materials are not
permitted.
1. Maintain fire
rating/performance.

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3.0103.3: Whole-House Fan: Operable
Desired Outcome: Airtight, safe, durable fan coverings that allow for fan operation when open and prevent
moisture and air movement @ 50Pa of pressure when closed.
3.0103.3a Sealant Selection  SF  MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0103.3b Material Selection  SF  MH 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0103.3c Surface Preparation  SF  MH 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0103.3d Enclosure Construction  SF  MH 
Specification Objective
1. Construct a durable, rigid enclosure on all sides of the fan housing
that is taller than the surrounding insulation.
1. Keep insulation out of fan
components.
3.0103.3e Operable Cover  SF  MH 
Specification Objective
1. Install an operable cover for the fan enclosure that opens when the
fan is operated and closes when the fan is turned off.
2. Operable lid must have an airtight seal when closed.
1. Align pressure and thermal
boundary and maintain fan
operation.
3.0103.3f Insulation  SF  MH 
Specification Objective
1. Insulate fan enclosure to a minimum of R-20.
2. Install insulation in full contact with the enclosure.
3. Mechanically fasten insulation to fan cover.
1. Uniform pressure and
thermal boundary.
3.0103.3g Air Sealing  SF  MH 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, and edges of
enclosure while applying sufficient pressure to push sealant into
any gaps or cracks and contact any backing or infill material
required.
2. Provide an airtight seal for the enclosure cover when it is closed
using weatherstripping, gaskets, or equivalent.
1. Prevent air and moisture
movement.
3.0103.3h Durability  SF  MH 
Specification Objective
1. Material integrity will meet a minimum expected service life of 20
years.
1. Ensure a minimum
expected service life.
Idaho Weatherization Operations Manual of Technical Policies
Page 27
3.0103.4: Tenting of Wet Sprinkler Systems
Desired Outcome: Contiguous thermal and pressure boundary that prevents sprinkler system from
freezing.
3.0103.4a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0103.4b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
1. Select safe and effective
materials.
3.0103.4c Enclosure Construction  SF  MF 
Specification Objective
1. Install a rigid enclosure around entire sprinkler system exposed
within the attic maintaining a minimum 3” clearance from all
portions of the system.
1. Durably enclose entire
sprinkler system.
3.0103.4d Insulation  SF  MF 
Specification Objective
1. Insulate enclosure to an equivalent R-value as the rest of the attic. 1. Prevent sprinkler system
from freezing.
3.0103.4e Air Sealing  SF  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, edges,
penetrations, and connections of the enclosure while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required
2. Sealant exposed to the interior of the enclosure must meet the
same fire rating as the enclosure.
1. Fully adhered, safe, and
durable sealant.
3.0103.4f Fire Safety  SF  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
2. Foam plastics, where permissible, will be provided with ignition and
thermal barriers as required by applicable fire safety code.
1. Prevent a fire hazard.

Idaho Weatherization Operations Manual of Technical Policies
Page 28
3.0104: Foundation Spaces
3.0104.1: Closed Crawlspace Air Sealing
Desired Outcome: Reduce moisture, soil gases, and pests in foundation spaces with durable seals that
remain in place and prevent air movement @ 50Pa of pressure.
3.0104.1a Pre-Work Qualification  SF  MF 
Specification Objective
1. Verify that all exterior bulk moisture is directed away from the
foundation with appropriate drainage techniques and exterior
foundation drainage details are functioning properly (e.g. rain
screens, weep holes).
1. Prevent bulk moisture
intrusion.
3.0104.1b Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0104.1c Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
• Are pest-resistant materials that are rated for ground contact
anywhere they are in contact with the exterior foundation
walls, piers, or bare earth.
1. Select safe and effective
materials.
3.0104.1d Backing and Infill  SF  MF 
Specification Objective
1. Install steel wool or other pest-proof material as infill in gaps
greater than ¼” before sealing.
1. Prevent pest intrusion and
secure sealants.
3.0104.1e Support  SF  MF 
Specification Objective
1. Install support material for spans wider than 24”, except when air
barrier material is rated to span greater distance under load (e.g.,
wind, insulation).
1. Air barrier materials remain
in place and support applied
loads.
3.0104.1f Surface Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0104.1g Existing Vent Openings  SF  MF 
Specification Objective
1. Permanently close vent openings using a durable, rigid, and pest
resistant material.
1. Fully aligned pressure
boundary.

Idaho Weatherization Operations Manual of Technical Policies
Page 29
3.0104.1h Air Sealing  SF  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, penetrations,
and connections of foundation walls, sills, floors, etc. that are
adjacent to unconditioned spaces while applying sufficient pressure
to push sealant into any gaps or cracks and contact any backing or
infill material required.
2. Weatherstrip exterior access doors/hatches and seal door/hatch
framing using compatible sealant.
1. Prevent air and moisture
intrusion.
3.0104.1i Adjacent Spaces  SF  MF 
Specification Objective
1. Install a continuous air barrier and vapor barrier between adjacent
unconditioned spaces and closed crawlspace.
1. Prevent moisture intrusion.
3.0104.1j Fire Safety  SF  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
2. Foam plastics, where permissible, will be provided with ignition and
thermal barriers as required by applicable fire safety code.
1. Prevent a fire hazard.
3.0104.2: Installing New Crawlspace Access
Desired Outcome: Provide safe, durable, and appropriate access that remains in place and prevents air
movement between conditioned and unconditioned spaces @ 50Pa of pressure.
3.0104.2a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0104.2b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
• Are pest-resistant materials that are rated for ground contact
anywhere they are in contact with the exterior foundation
walls, piers, or bare earth.
1. Select safe and effective
materials.
3.0104.2c Backing and Infill  SF  MF 
Specification Objective
1. Install steel wool or other pest-proof material as infill in gaps
greater than ¼” before sealing.
1. Prevent pest intrusion and
secure sealants.
3.0104.2d Secure Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
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3.0104.2e Access Construction  SF  MF 
Specification Objective
1. Access openings through the floor will be a minimum of 18” by 24”
or as constrained by existing framing members.
2. Openings through a perimeter wall will be not less than 16” by 24”
or as constrained by existing framing members.
3. When any portion of the through-wall access is below grade, an
area way not less than 16” by 24” will be provided.
4. Under-floor spaces containing appliances will be provided with an
unobstructed access large enough to remove the largest appliance
but not less than 30” high and 22” wide and no more than 20ft
away from the appliance measured along the center line of the
passageway from the opening to the appliance.
1. Provide adequate access to
foundation space.
3.0104.2f Appliance Access  SF  MF 
Specification Objective
1. A level service space at least 30” deep and 30” wide will be present
at the front or service side of the appliance.
2. If the depth of the passageway or the service space exceeds 12”
below the adjoining grade, the walls of the passageway will be
lined with concrete or masonry extending 4” above the adjoining
grade in accordance with Chapter 4 of IRC.
1. Provide adequate access to
appliances in foundation
spaces.
3.0104.2g Air Sealing  SF  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, penetrations,
and connections of foundation walls, sills, floors, etc. that are
adjacent to unconditioned spaces while applying sufficient pressure
to push sealant into any gaps or cracks and contact any backing or
infill material required.
2. Install weatherstripping, gaskets, or equivalent to exterior access
doors/hatches.
1. Prevent air and moisture
intrusion.
3.0104.2h Security  SF  MF 
Specification Objective
1. Install a latch, clasp, handle or equivalent that securely fastens the
access closed and is designed for an optional lock installation.
1. Prevent unauthorized
access.
3.0104.3: Slab Foundation Sealing
Desired Outcome: Effective, durable air barrier between the conditioned space and the ground that
remains in place and prevents air movement @ 50Pa of pressure.
3.0104.3a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0104.3b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
• Are pest-resistant materials that are rated for ground contact
anywhere they are in contact with the exterior foundation
walls, piers, or bare earth.
1. Select safe and effective
materials.
3.0104.3c Backing and Infill  SF  MF 
Specification Objective
1. Install steel wool or other pest-proof material as infill in gaps
greater than ¼” before sealing.
1. Prevent pest intrusion and
secure sealants.
3.0104.3d Surface Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0104.3e Air Sealing  SF  MH  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, penetrations,
and connections of the slab while applying sufficient pressure to
push sealant into any gaps or cracks and contact any backing or
infill material required.
1. Prevent air, moisture, and
pest intrusion.
3.0104.3f High-Temperature Application  SF  MH  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
3.0104.4: Covers for Intentional Slab Penetrations
Desired Outcome: Reduce moisture, soil gases, and pests in foundation spaces.
3.0104.4a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0104.4b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Adequately support applied load and are permanent air
barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• When used inside a pressure boundary, are low-VOC materials
that meet independent testing and verification protocols.
• Are pest-resistant materials that are rated for ground contact
anywhere they are in contact with the exterior foundation
walls, piers, or bare earth.
1. Select safe and effective
materials.
3.0104.4c Surface Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0104.4d Sealing Sump Pump Wells  SF  MF 
Specification Objective
1. Cover sump pump wells or pits with an airtight cover that allows
for all necessary penetrations to be tightly sealed.
2. Sump pump covers must allow bulk moisture to drain from above
the cover utilizing trapped or one-way ball valve fittings, or
equivalent.
1. Reduce soil gas, moisture
and air intrusion, and allow
proper drainage pattern.
3.0104.4e Covering Other Water-Containing Pits  SF  MF 
Specification Objective
1. Cover all exposed water sources with an operable (able to be
opened for maintenance) access.
2. Covers must be rigid, durable, and suitable for high-moisture
exposure.
3. Required cap penetrations will be close fitting (do not have to be
airtight) and not interfere with drainage of water from above or
below the basement floor.
1. Reduce soil gas and
moisture accumulation.
3.0105: Isolating the Garage from the Living Space
3.0105.1: General Pressure Boundary
Desired Outcome: Garage isolated outside the dwelling pressure boundary with durable, safe seals that
remain in place and prevent air movement @ 50Pa of pressure.
3.0105.1a Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0105.1b Material Selection  SF  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0105.1c Surface Preparation  SF  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
1. Surface is clean and ready
to accept sealant.
3.0105.1d Backing and Infill  SF  MF 
Specification Objective
1. Install steel wool or other pest-proof material as infill in gaps
greater than ¼” before sealing.
1. Prevent pest intrusion and
secure sealants.
3.0105.1e General Air Sealing  SF  MF 
Specification Objective
1. Apply a continuous seal at all seams, cracks, joints, penetrations,
and connections between garage and living space while applying
sufficient pressure to push sealant into any gaps or cracks and
contact any backing or infill material required.
1. Prevent air, pollutant, and
pest intrusion.
3.0105.1f Ductwork  SF  MF 
Specification Objective
1. Seal all accessible ductwork joints and connections with UL 181B or
181B-M welds, gaskets, adhesive mastics, or mastic-plus-
embedded-fabric systems.
2. Where the same duct system serves any other living space, all
supply and return openings in the garage (including intentional
openings designed to heat or cool the garage space) must be
disconnected, capped with sheet metal using mechanical fasteners,
and completely sealed.
1. Prevent ductwork from
distributing pollutants.
3.0105.1g Doors Adjacent to Conditioned Spaces  SF  MF 
Specification Objective
1. Install weatherstripping, door sweep, and/or threshold if needed so
that door is significantly airtight.
2. If door is replaced, door must meet fire separation requirements.
1. Existing door openings
prevent air, pollutant, and
pest intrusion and new
doors meet fire safety
requirements as well.
3.0105.1h Glass Doors or Windows  SF  MF 
Specification Objective
1. Replace, point, and glaze broken glass panes in doors or windows
where needed.
2. Where glazing is permitted by code, verify that replacement glass
meets the intended fire resistance of the assembly penetrated and
is safety glazing.
3. Glazing located in walls connecting garages to conditioned spaces
with fire-resistance ratings may be prohibited; confirm that
existing glazing application is consistent with all applicable building
codes.
1. Safely prevent air,
pollutant, and pest
intrusion.

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3.0105.1i High-Temperature Application  SF  MF 
Specification Objective
1. Install only noncombustible materials and sealants with an ASTM
E136 listing in contact with any device producing 200°F or more
(chimneys, vents, flues, etc.).
1. Prevent a fire hazard.
Policy 3.02: Shell Components
3.0201: Windows
3.0201.1: Window Air Sealing
Desired Outcome: Weathertight window repairs.
3.0201.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.1c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the sash contact areas that will prevent
a tight seal or safe operation.
1. Surface is clean and ready
to accept sealant.
3.0201.1d Operation and Fit  SF  MH  MF 
Specification Objective
1. Adjust window sash(es) to properly fit the jamb and allow for ease
of operation and security.
2. Verify intentional drainage is functioning correctly.
1. Proper window sash
operation and drainage.
3.0201.1e Sash Stops  SF  MH  MF 
Specification Objective
1. Install new or adjust existing sash stops so as to eliminate visible
gaps between the stop and window jamb while ensuring sash
operates smoothly and securely.
1. Operable, weathertight
sash.

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3.0201.1f Weatherstripping  SF  MH  MF 
Specification Objective
1. Remove existing weatherstripping or sealing strips that are
damaged.
2. Install continuous and complete weatherstripping on the bottom of
the lower sash where it makes contact with the sill and at the top
of the upper sash where it makes contact with the upper part of
the window frame while maintaining the operability of the window.
3. Mechanically installed weatherstripping will be sealed to surface.
1. Complete seal of window
sash.
3.0201.1g Sash Locks  SF  MH  MF 
Specification Objective
1. Adjust existing lock or install new lock so that the rails of the upper
and lower sashes are flush and in full contact and no gaps are
visible between the sash(es).
1. Securely fastened sash.
3.0201.1h Exterior Weatherproofing  SF  MH  MF 
Specification Objective
1. Replace any missing/damaged weatherproofing on exterior
portions of window (flashing, glazing, caulking, sealant, paint,
etc.).
2. Seal any holes in frame left by abandoned hardware.
3. Do not seal weep holes or intentional drainage locations.
1. Prevent water intrusion.
3.0201.1i Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
3.0201.2: Window Sash Replacement
Desired Outcome: Weathertight window repairs.
3.0201.2a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.2c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the sash contact areas that will prevent
a tight seal or safe operation.
1. Surface is clean and ready
to accept sealant.

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3.0201.2d Sash Replacement  SF  MH  MF 
Specification Objective
1. Install new sash per manufacturer’s instructions.
2. Ensure lower sash has a bottom rail bevel that is matched to the
bevel of the lower sill.
3. Ensure new sash seals against all stops, jambs, existing sash, etc.
with no visible gaps.
4. Adjust window sash(es) to properly fit the jamb and allow for ease
of operation and security.
1. Weatherproof sash
installation.
3.0201.2e Weatherproofing  SF  MH  MF 
Specification Objective
1. Water-seal and prime new sash if water permeable. 1. Prevent water damage.
3.0201.2f Sash Stops  SF  MH  MF 
Specification Objective
1. Install new or adjust existing sash stops so as to eliminate visible
gaps between the stop and window jamb while ensuring sash
operates smoothly and securely.
1. Operable, weathertight
sash.
3.0201.2g Weatherstripping  SF  MH  MF 
Specification Objective
1. Install continuous and complete weatherstripping on the bottom of
the lower sash where it makes contact with the sill and at the top
of the upper sash where it makes contact with the upper part of
the window frame while maintaining the operability of the window.
1. Complete seal of window
sash.
3.0201.2h Sash Locks  SF  MH  MF 
Specification Objective
1. Adjust existing lock or install new lock so that the rails of the upper
and lower sashes are flush and in full contact and no gaps are
visible between the sash(es).
1. Securely fastened sash.
3.0201.2i Disposal  SF  MH  MF 
Specification Objective
1. Wrap old sash and any removed materials in plastic and dispose of
them off-site in a manner that is compliant with local, state, and
federal regulation.
1. Prevent reuse of old
components and protect
health and the
environment.
3.0201.2j Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
3.0201.3: Window Sill Replacement
Desired Outcome: Weathertight, fully operational window repairs.
3.0201.3a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0201.3b Material Selection  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.3c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the sash contact areas that will prevent
a tight seal or safe operation.
1. Surface is clean and ready
to accept sealant.
3.0201.3d Sill Replacement  SF  MH  MF 
Specification Objective
1. Install beveled sill flush with interior wall and sloped to the exterior
of home at a minimum of 14 degrees.
2. Apply continuous and complete seal at all connections/joints of the
sill to the jambs, frame, and exterior wall.
1. Weatherproof sill.
3.0201.3e Weatherproofing  SF  MH  MF 
Specification Objective
1. Water-seal and prime new sill if water permeable. 1. Prevent water damage.
3.0201.3f Disposal  SF  MH  MF 
Specification Objective
1. Wrap old sill and any removed materials in plastic and dispose of
them off-site in a manner that is compliant with local, state, and
federal regulation.
1. Prevent reuse of old
components and protect
health and the
environment.
3.0201.3g Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
3.0201.4: Glass Replacement
Desired Outcome: Weathertight glazing repairs.
3.0201.4a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0201.4b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.4c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
3. Remove push point or stops from replacement area.
1. Surface is clean and ready
to accept sealant.
3.0201.4d New Glazing Selection  SF  MH  MF 
Specification Objective
1. Select tempered safety glass as required by applicable codes.
2. Select replacement glazing with comparable tint and coating (color
and look) that meets or exceeds existing glazing for thickness,
including multiple IG panes, inert gas, and thermal performance.
3. Size replacement glazing ⅛” to ³⁄₁₆” smaller than opening to allow
for movement of frame.
1. Properly select and size
replacement glazing.
3.0201.4e New Glazing Installation  SF  MH  MF 
Specification Objective
1. Secure glazing in frame using push points or appropriate stops on
each side of opening.
2. Install glazing compound or sealant at all edges of the glass in
accordance with manufacturer specifications.
3. Seal glazing, stops, and exterior window surfaces in accordance
with original installation design.
1. Secure and seal glazing.
3.0201.4f Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
3.0201.5: Interior Fixed Storm Window Installation
Desired Outcome: Airtight and safe fixed storm window installation.
3.0201.5a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.

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3.0201.5b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.5c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
1. Surface is clean and ready
to accept sealant.
3.0201.5d Installation  SF  MH  MF 
Specification Objective
1. Install new storm window in compliance with the manufacturer’s
instructions.
2. Installation must be substantially airtight.
1. Airtight and proper
installation.
3.0201.5e Safety  SF  MH  MF 
Specification Objective
1. Do not install fixed storm windows in required egress locations. 1. Safe egress maintained.
3.0201.6: Interior Operable Storm Window Installation
Desired Outcome: Airtight and safe fixed storm window installation.
3.0201.6a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.6b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.6c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
1. Surface is clean and ready
to accept sealant.

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3.0201.6d Installation  SF  MH  MF 
Specification Objective
1. Install new storm window in compliance with the manufacturer’s
instructions.
2. Installation must be substantially airtight when closed.
1. Airtight and proper
installation.
3.0201.6e Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
3.0201.7: Exterior Fixed Storm Window Installation
Desired Outcome: Weathertight and safe fixed storm window installation.
3.0201.7a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.7b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.7c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
1. Surface is clean and ready
to accept sealant.
3.0201.7d Installation  SF  MH  MF 
Specification Objective
1. Install new storm window in compliance with the manufacturer’s
instructions.
2. Installation must be substantially airtight.
1. Weathertight and proper
installation.
3.0201.7e Sealing  SF  MH  MF 
Specification Objective
1. Apply a continuous bead of sealant under the top and side flanges
of frame before installation.
2. Do not seal the lower flange or designed drainage openings (i.e.,
weep holes).
1. Weathertight installation.
3.0201.7f Safety  SF  MH  MF 
Specification Objective
1. Do not install fixed storm windows in required egress locations. 1. Safe egress maintained.

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3.0201.8: Interior Operable Storm Window Installation
Desired Outcome: Airtight and safe fixed storm window installation.
3.0201.8a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.8b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.8c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
1. Surface is clean and ready
to accept sealant.
3.0201.8d Installation  SF  MH  MF 
Specification Objective
1. Install new storm window in compliance with the manufacturer’s
instructions.
2. Installation must be substantially airtight when closed.
1. Weathertight and proper
installation.
3.0201.8e Sealing  SF  MH  MF 
Specification Objective
1. Apply a continuous bead of sealant under the top and side flanges
of frame before installation.
2. Do not seal the lower flange or designed drainage openings (i.e.,
weep holes).
1. Weathertight installation.
3.0201.8f Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.

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3.0201.9: Window Replacement
Desired Outcome: Continuous, weathertight air and thermal boundary.
3.0201.9a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0201.9b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0201.9c Window Selection  SF  MH  MF 
Specification Objective
1. Select windows that meet the SHGC, U-value, and air leakage
requirements of the work order.
2. Select windows that meet the egress and safety glass
requirements of the location where they are installed.
1. Choose correct and safe
new window.
3.0201.9d Opening Preparation  SF  MH  MF 
Specification Objective
1. Remove existing window stops, sashes, parting strips, pulleys, and
weights.
2. Insulate and seal existing window weight pockets if they will
remain after new installation.
3. Replace any damaged or rotting framing.
4. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
5. Remove any material from the installation area that will prevent a
level and firm installation.
6. Seal the rough opening to the wall system’s air and thermal
boundary with non-expanding sealants.
7. Install flashing to direct water away from the window opening in
accordance with manufacturer’s instructions.
1. Rough opening sealed,
insulated, and properly
prepared for installation.
3.0201.9e Installation  SF  MH  MF 
Specification Objective
1. Install new window in accordance with manufacturer specifications
in alignment with the wall system’s air and thermal boundary.
2. Install flashing per the manufacturer’s specifications.
3. Gaps between the new window and existing opening will be sealed
with low-expanding foam or equivalent sealant.
4. Final installation will be air and watertight.
1. Continuous and contiguous
air and thermal boundary.
3.0201.9f Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation and size of egress windows as required by
local codes.
1. Safe egress maintained.
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3.0202: Doors
3.0202.1: Door Air Sealing
Desired Outcome: Weathertight door repairs that maintain operability.
3.0202.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0202.1b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0202.1c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
2. Remove any material from the glazing contact areas that will
prevent a tight seal.
1. Surface is clean and ready
to accept sealant.
3.0202.1d Operation and Fit  SF  MH  MF 
Specification Objective
1. Adjust door hinges and slab to properly fit the jamb and allow for
ease of operation and security.
2. Verify intentional drainage is functioning correctly.
1. Proper door operation.
3.0202.1e Handle/Lockset  SF  MH  MF 
Specification Objective
1. Adjust or replace handle, lockset, or strike plate so that door
closes tightly without hindering safe operation of latching or
locking mechanisms.
1. Proper latching mechanism
function.
3.0202.1f Weatherstripping  SF  MH  MF 
Specification Objective
1. Remove existing weatherstripping and clean surface.
2. Install continuous and complete weatherstripping for sides and top
of door so no visible gaps exist when the door is closed.
3. Lap exterior weatherstripping to channel water away from the
door.
4. Install a door sweep on the bottom of the door slab with no visible
gaps when door is closed.
5. Seal mechanically-installed weatherstripping to installation surface.
6. Door operation may not be interfered with by any installation.
1. Complete seal of door slab.

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3.0202.1g Door Stop  SF  MH  MF 
Specification Objective
1. Seal door stop to door frame. 1. Complete seal of door
frame.
3.0202.1h Exterior Weatherproofing  SF  MH  MF 
Specification Objective
1. Replace any missing/damaged weatherproofing on exterior
portions of door (seals, flashing, glazing, caulking, sealant, paint,
etc.).
2. Seal any holes in frame left by abandoned hardware.
3. Adjust and seal threshold as needed.
1. Prevent water intrusion.
3.0202.1i Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation of door and all components.
2. Where doors are required to have a fire-resistance rating, all
weather strips and sealants applied to the door will be compatible
with the listing of the door.
1. Safe egress and fire safety
maintained.
3.0202.2: Door Replacement
Desired Outcome: Continuous, weathertight air and thermal boundary that maintains door operability.
3.0202.2a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
3.0202.2b Material Preparation  SF  MH  MF 
Specification Objective
1. Select materials that:
• Are pest-resistant materials that adequately support applied
load and are permanent air barriers;
• Meet the requirements of the applicable fire safety code (e.g.
thermal or ignition barriers); and
• Are low-VOC materials for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
materials.
3.0202.2c Door Selection  SF  MH  MF 
Specification Objective
1. Select doors that meet the SHGC, U-value, and air leakage
requirements of the work order.
2. Select doors that meet the egress and safety glass requirements of
the location where they are installed.
1. Choose correct and safe
new door.

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3.0202.2d Opening Preparation  SF  MH  MF 
Specification Objective
1. Remove existing door frame and all components.
2. Replace any damaged or rotting framing.
3. Remove any material from the sealing area that will prevent full
adhesion of the selected sealant.
4. Remove any material from the installation area that will prevent a
level and firm installation.
5. Seal the rough opening to the wall system’s air and thermal
boundary with non-expanding sealants.
6. Install flashing to direct water away from the door opening in
accordance with manufacturer’s instructions.
1. Rough opening sealed,
insulated, and properly
prepared for installation.
3.0202.2e Installation  SF  MH  MF 
Specification Objective
1. Install new door in accordance with manufacturer specifications in
alignment with the wall system’s air and thermal boundary.
2. Install exterior flashing and weatherstripping per the
manufacturer’s specifications.
3. Gaps between the new door frame and the rough opening will be
sealed with low-expanding foam.
4. Door rail (bottom) and threshold will be adjusted to ensure tight
but operable fit.
5. Final installation will be air and watertight.
1. Continuous and contiguous
air and thermal boundary.
3.0202.2f Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation of door and all components.
2. Where doors are required to have a fire-resistance rating, all
weather strips and sealants applied to the door will be compatible
with the listing of the door.
1. Safe egress and fire safety
maintained.
3.0202.3: Exterior Door Handle/Lockset Installation
Desired Outcome: Secure and operational door.
3.0202.3a Hardware Selection  SF  MH  MF 
Specification Objective
1. Select interior hardware that operates door lock mechanism
without the use of a key or any special tools.
2. Select exterior hardware that covers all holes from previously
installed hardware.
1. Safe egress maintained.
3.0202.3b Installation  SF  MH  MF 
Specification Objective
1. Install new handle/lockset per the manufacturer’s specifications.
2. Handle/lockset will be installed substantially airtight.
3. Install new strike plate that catches door appropriately so that no
visible gaps exist around the door slab when door is closed.
4. Installation will not interfere with door operation.
1. Proper airtight installation.
3.0202.3c Safety  SF  MH  MF 
Specification Objective
1. Verify safe operation of door and all components. 1. Safe egress maintained.

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Chapter 4: Insulation
Policy 4.01: Attics
4.0101: Exterior Roof Insulation
4.0101.1: Roof Deck Insulation
Desired Outcome: Durable, weather-proof, and effective, exterior thermal boundary.
4.0101.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that:
• The roof structure is sound and can support additional weight
of insulation and roofing materials installation; and
• All necessary roof penetrations are complete (ventilation,
plumbing vents, combustion flues, chimneys, etc.).
1. Ensure roof deck can be
safely insulated.
4.0101.1b General Preparation  SF  MH  MF 
Specification Objective
1. Remove existing roof covering down to the roof sheathing
materials including all fasteners, flashing, etc.
2. Air seal all holes, gaps, seams and penetrations in existing roof
deck.
3. Replace any damaged or rotten roof sheathing materials.
4. Remove any extraneous materials or obstructions from roof deck
surface.
1. Solid, clean, and airtight
roof surface.
4.0101.1c Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 75/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0101.1d Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe, durable, and
effective sealants.
4.0101.1e Installation  SF  MH  MF 
Specification Objective
1. Install insulation to prescribed R-value without gaps, voids,
compressions, misalignments, or wind intrusions and according to
manufacturer specifications.
2. Offset the seams of multi-layer installations a minimum of 12”.
1. Install insulation properly.
4.0101.1f Air Sealing  SF  MH  MF 
Specification Objective
1. Install a continuous bead of sealant along the entire perimeter of
roof deck between insulation layers and roof sheathing and again
at subsequent layers of insulation.
2. Seal all seams or joints in insulation with gaskets, tapes, or
equivalent material.
3. Seal all connections, penetrations, corners, etc.
1. Prevent air and moisture
intrusion under or between
insulation layers.

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4.0101.1g Water Management  SF  MH  MF 
Specification Objective
1. Install appropriate flashing and water management systems that
direct bulk moisture off of roof and away from building.
1. Direct bulk moisture away
from building.
4.0101.1h Replacement Roof Covering  SF  MH  MF 
Specification Objective
1. Install new roof covering in accordance with manufacturer
specifications and applicable code requirements.
1. Compliant roof covering
installation.
4.0101.1i Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0102: Interior Roof Insulation
4.0102.1: SPF Roof Insulation: Unvented Roof Deck
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement @
50Pa.
4.0102.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0102.1b General Preparation  SF  MH  MF 
Specification Objective
1. Cover all existing attic ventilation openings (gable vents, ridge
vents, roof vents, vented soffits, etc.) with a class II vapor
retarder that provides a suitable substrate for SPF application and
is mechanically fastened in place.
2. Prepare the surface according to manufacturer specifications.
3. Install flags at all utility junctions for future identification and
ensure utility junctions remain accessible per local code
requirements.
1. Prevent insulation escape
and condensation.
2. Provide future access to
utility junctions.
4.0102.1c Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 75/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.

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4.0102.1d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF.
4.0102.1e Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer from exterior
wall top-plate to peak of roof and over all surfaces exposed to
ambient temperatures using a pass thickness maximum in
accordance with manufacturer specifications.
2. In colder climates (IECC Zones 5-8), install SPF to a thickness of at
least a class II vapor retarder or have at least a class II vapor
retarder coating or covering in direct contact with the underside.
1. Continuous and contiguous
pressure and thermal
boundary that prevents
vapor intrusion.
4.0102.1f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0102.1g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0102.2: SPF Roof Insulation: Vented Roof Deck
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement @
50Pa and allows adequate roof deck venting.
4.0102.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.

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4.0102.2b General Preparation  SF  MH  MF 
Specification Objective
1. Prepare the surface according to manufacturer specifications.
2. Install flags at all utility junctions for future identification and
ensure utility junctions remain accessible per local code
requirements.
1. Protect installed insulation.
4.0102.2c Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 75/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0102.2d Roof Deck Venting  SF  MH  MF 
Specification Objective
1. Install continuous ventilation path from soffit to ridge in each
truss/rafter bay without any opening that SPF can penetrate or
obstruct ventilation airflow.
2. Install continuous damming at the exterior wall plate, without
blocking or compromising ventilation pathway, that will allow for
highest possible R-value application but prevent any SPF from
entering venting path or exterior soffit.
1. Maintain sufficient roof deck
ventilation without reducing
installed R-value.
4.0102.2e Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF.
4.0102.2f Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer from exterior
wall top-plate to peak of roof and over all surfaces exposed to
ambient temperatures using a pass thickness maximum in
accordance with manufacturer specifications.
2. In colder climates (IECC Zones 5-8), install SPF to a thickness of at
least a class II vapor retarder or have at least a class II vapor
retarder coating or covering in direct contact with the underside.
1. Continuous and contiguous
pressure and thermal
boundary that prevents
vapor intrusion.
4.0102.2g Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0102.2h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
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4.0102.3: Inaccessible Ceilings: Dense Pack
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement @
50Pa.
4.0102.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• High-temperature devices (non-IC rated recessed lights,
chimneys, flues, vents, etc.) unless they are zero clearance
devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0102.3b General Preparation  SF  MH  MF 
Specification Objective
1. Setup a dust control enclosure for all interior access locations that
limits insulation and construction dust exposure to the occupant
and occupant belongings.
2. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Prevent occupant exposure
to construction dust.
2. Airtight, durable insulation
cavities aligned with the
pressure boundary.
4.0102.3c Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0102.3d Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity with insulation to the correct density that
prevents air movement.
1. Complete, consistent, and
airtight insulation coverage.
4.0102.3e Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight, durable,
and aesthetically pleasing.
1. Airtight, durable, and
aesthetic access closure.
4.0102.3f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103: Attic Floors: Unconditioned Attics
4.0103.1: Accessible Attic: Batt Installation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation.
4.0103.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.1b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.1c General Preparation  SF  MF 
Specification Objective
1. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
2. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
3. Install flags at all utility junctions that can be seen above the final
level of the insulation.
1. Protect insulation R-value,
provide depth
measurement, and locate
junctions for future access.
4.0103.1d Installation  SF  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the air barrier and all sides of the ceiling cavity
without gaps, voids, compressions, or misalignments.
2. If batt contains a facing material, install it in contact with the
conditioned space.
1. Continuous and contiguous
pressure and thermal
barrier of consistent R-
value.
4.0103.1e Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103.2: Accessible Attic: Loose Fill Installation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation.
4.0103.2a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.2b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.2c General Preparation  SF  MF 
Specification Objective
1. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
2. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
3. Install flags at all utility junctions that can be seen above the final
level of the insulation.
1. Protect insulation R-value,
provide depth
measurement, and locate
junctions for future access.
4.0103.2d Installation  SF  MF 
Specification Objective
1. Install loose fill insulation to prescribed R-value in every joist bay
in full contact with the air barrier without gaps, voids,
compressions, or misalignments.
1. Continuous and contiguous
pressure and thermal
barrier of consistent R-
value.
4.0103.2e Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103.3: Accessible Attic: Batt Insulation Over Existing Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation.
4.0103.3a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.3b General Preparation  SF  MF 
Specification Objective
1. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
2. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
3. Install flags at all utility junctions that can be seen above the final
level of the insulation.
1. Protect insulation R-value,
provide depth
measurement, and locate
junctions for future access.
4.0103.3c Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.3d Installation  SF  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in full contact with the
existing insulation batts without gaps, voids, compressions, or
misalignments.
2. If the top of the existing insulation is below the top of the framing,
install new batts parallel with framing members.
3. If the top of the existing insulation is above the top of the framing,
install new batts perpendicular to framing members.
1. Uniform insulation depth in
continuous contact with
existing insulation without
voids.
4.0103.3e Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103.4: Accessible Attic: Loose Fill Over Existing Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation.
4.0103.4a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.4b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.4c General Preparation  SF  MF 
Specification Objective
1. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
2. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
3. Install flags at all utility junctions that can be seen above the final
level of the insulation.
1. Protect insulation R-value,
provide depth
measurement, and locate
junctions for future access.
4.0103.4d Installation  SF  MF 
Specification Objective
1. Install loose fill insulation to prescribed R-value in every joist bay
in full contact with the air barrier without gaps, voids,
compressions, or misalignments.
1. Uniform insulation depth in
continuous contact with
existing insulation without
voids.
4.0103.4e Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103.5: Accessible Attic: SPF on Attic Floor
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0103.5a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.5b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.5c General Preparation  SF  MF 
Specification Objective
1. Prepare the surface according to manufacturer specifications.
2. Install durable backing material over any escape holes in the air
barrier and utility junctions that will be covered with SPF.
3. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
4. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
5. Install flags at all utility junctions for future identification and
ensure utility junctions remain accessible per local code
requirements.
1. Provide depth measurement
and locate junctions for
future access.
4.0103.5d Surface Preparation  SF  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF.
4.0103.5e Installation  SF  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer over entire
attic ceiling from exterior wall top-plate to exterior wall top-plate
using a pass thickness maximum in accordance with manufacturer
specifications.
2. In colder climates (IECC Zones 5-8), install SPF to a thickness of at
least a class II vapor retarder or have at least a class II vapor
retarder coating or covering in direct contact with the underside.
1. Continuous and contiguous
pressure and thermal
boundary that prevents
vapor intrusion.

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4.0103.5f Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0103.5g Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0103.6: Accessible Attic: Dense Pack Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0103.6a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• High-temperature devices (non-IC rated recessed lights,
chimneys, flues, vents, etc.) unless they are zero clearance
devices; and
• Insulation escape openings.
2. Verify that installation area:
• Intact and able to support insulation weight and installation
pressure.
1. Ensure space can be safely
insulated.
4.0103.6b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.6c General Preparation  SF  MF 
Specification Objective
1. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Durable and airtight
insulation cavity that aligns
with the pressure boundary.
4.0103.6d Installation  SF  MF 
Specification Objective
1. Fill 100% of each cavity with insulation to the correct density that
prevents air movement.
1. Complete, consistent, and
airtight insulation coverage.

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4.0103.6e Close Access Hole  SF  MF 
Specification Objective
1. Install closure system over all access holes that is airtight, and
permanent.
1. Airtight, durable access
closure.
4.0103.6f Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0103.7: Accessible Pitched/Vaulted/Cathedralized Ceilings: Loose Fill Over
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation.
4.0103.7a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.7b Material Selection  SF  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.7c General Preparation  SF  MF 
Specification Objective
1. When vented eaves or soffits exist, mechanically fasten insulation
baffles in every roof bay that extend above the final insulation
level by at least 6”.
2. Install a minimum of one insulation depth marker and one marker
every additional 300ft² throughout installation area with
measurement beginning at the air barrier.
3. Install flags at all utility junctions that can be seen above the final
level of the insulation.
1. Protect insulation R-value,
provide depth
measurement, and locate
junctions for future access.
4.0103.7d Cellulose Insulation  SF  MF 
Specification Objective
1. Install stabilized cellulose (i.e., wet-spray applied) when available.
2. If ceiling pitch is less than 6/12, install loose fill cellulose to
prescribed R-value without gaps, voids, misalignments, or wind
intrusions.
3. If ceiling pitch is 6/12 or greater, install baffles of the same height
as the insulation perpendicular to slope a maximum of every 6’
that prevent loose fill insulation from sliding downward then fill
each bay to prescribed R-value without gaps, voids,
misalignments, or wind intrusions.
1. Cellulose insulation remains
in place when installed on
sloped surface.
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Page 58
4.0103.7e Fiberglass Insulation  SF  MF 
Specification Objective
1. Install stabilized fiberglass (i.e., wet-spray applied) when available.
2. If ceiling pitch is less than or equal to 6/12, install loose fill
fiberglass insulation to prescribed R-value without gaps, voids,
misalignments, or wind intrusions.
3. If ceiling pitch is greater than 6/12, loose fill fiberglass insulation
may not be used (dense pack fiberglass may be used).
1. Fiberglass insulation
remains in place when
installed on sloped surface
of appropriate pitch.
4.0103.7f Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0103.8: Loose Fill to Capacity
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier.
4.0103.8a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.8b General Preparation  SF  MH  MF 
Specification Objective
1. Setup a dust control enclosure for all interior access locations that
limits insulation and construction dust exposure to the occupant
and occupant belongings.
1. Prevent occupant exposure
to construction dust.
4.0103.8c Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation materials that have a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.8d Installation  SF  MH  MF 
Specification Objective
1. Install blown insulation to maximum R-value from attic floor to
ceiling to full capacity without dense packing, but without voids.
1. Complete and consistent
insulation coverage.
4.0103.8e Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight, durable,
and aesthetically pleasing.
1. Airtight, durable, and
aesthetic access closure.

Idaho Weatherization Operations Manual of Technical Policies
Page 59
4.0103.8f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0103.9: Mobile Home: Blown Insulation for Flat, Bowed, or Vaulted Ceilings via Gable End
Access
Desired Outcome: Continuous, contiguous, safe, compliant, and pest-resistant thermal barrier.
4.0103.9a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.9b Material Selection MH 
Specification Objective
1. Select loose fill fiberglass insulation that has a flame spread and
smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.9c Access MH 
Specification Objective
1. Create access to attic by removing existing gable vents or
installing new gable vents on each gable of the home that are large
enough for access to install insulation correctly.
1. Access entire cavity through
gable vents.
4.0103.9d Installation MH 
Specification Objective
1. Fill entire attic to prescribed R-value.
2. If existing insulation is roof-mounted, blown insulation below.
3. If existing insulation is ceiling-mounted, blow insulation above.
4. If existing insulation is mounted at both locations, blow insulation
in between.
1. Continuous thermal barrier
of consistent R-value.
4.0103.9e Close Access MH 
Specification Objective
1. Install gable vents using mechanical fasteners ensuring vents are
oriented per the manufacturer’s specifications.
2. Install gable vents with a pest intrusion screening with a maximum
hole size of ½”.
1. Weatherproof and pest-
resistant gable access
closure.
4.0103.9f Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
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4.0103.10: Mobile Home: Blown Insulation for Flat, Bowed or Vaulted Ceilings via Roof Side Lift
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation that protects
integrity of roof.
4.0103.10a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.10b Material Selection MH 
Specification Objective
1. Select loose fill fiberglass insulation that has a flame spread and
smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.10c Access MH 
Specification Objective
1. Remove a small section (no more than 10’) of fasteners at a time
from the J channel and the roof edge on the most easily accessible
side of the dwelling and separate roof from the heel plate and
siding.
2. Prop roof open no more than necessary to accommodate fill tube
access to entire cavity.
3. Avoid performing this method when high winds are expected.
1. Create safe access to entire
cavity.
4.0103.10d Installation MH 
Specification Objective
1. Fill entire attic to prescribed R-value.
2. If existing insulation is roof-mounted, blow insulation below.
3. If existing insulation is ceiling-mounted, blow insulation above.
4. If existing insulation is mounted at both locations, blow insulation
in between.
1. Continuous thermal barrier
of consistent R-value.
4.0103.10e Close Access MH 
Specification Objective
1. Remove existing sealant from the roof edge and J channel.
2. Install new sealant at the original location.
3. Install new J channel if existing J channel is damaged.
4. Fasten roof and J channel to the original location with new screws.
5. Seal all seams, edges, and penetrations of roof/wall connection.
1. Weathertight roof closure.
4.0103.10f Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
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4.0103.11: Mobile Home: Blown Insulation for Flat, Bowed, or Vaulted Ceilings via Roof Top
Access
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation that protects
integrity of roof.
4.0103.11a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.11b Material Selection MH 
Specification Objective
1. Select loose fill fiberglass insulation that has a flame spread and
smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.11c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• are compatible with their intended surfaces;
• allow for differential expansion and contraction between
dissimilar materials; and
• meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe, durable, and
effective sealants.
4.0103.11d Access MH 
Specification Objective
1. Create a horizontal opening the full length of the attic by slicing
the roof open at the peak allowing no more room than is necessary
for access to the entire attic cavity using a fill tube; OR
2. Drill or cut uniform holes in the roof adequately spaced to access
the entire roof cavity to be insulated.
1. Create safe access to entire
cavity.
4.0103.11e Installation MH 
Specification Objective
1. Fill entire attic to prescribed R-value.
2. If existing insulation is roof-mounted, blow insulation below.
3. If existing insulation is ceiling-mounted, blow insulation above.
4. If existing insulation is mounted at both locations, blow insulation
in between.
1. Continuous thermal barrier
of consistent R-value.

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Page 62
4.0103.11f Close Access MH 
Specification Objective
1. If the roof is sliced open:
• Install a solid metal ridge cap centered over the slice that
overlaps each side of the roof by a minimum of 2”.
• Install a continuous, permanently flexible and durable sealant
between the roof and the entire perimeter of the ridge cap.
• Install mechanical fasteners along the perimeter of the ridge
cap every 6” or less that do not enter any framing material,
prevent wrinkles and create a permanent seal.
• Apply a durable and flexible final roof coating over the screws
and edge of the ridge cap to create a continuous seal between
the roof and the perimeter of the ridge cap.
2. For holes that are drilled or cut:
• Prepare at least 6” of surface surrounding the opening by
removing any material that will interfere with sealant adhesion
• Install a durable metal patch of equal or greater gauge than
the roof material that overlaps the opening by a minimum of 2”
on all sides
• Install a continuous bead of flexible and durable all-weather
adhesive between the roof patch and the roof
• Mechanically fasten patch along the perimeter every 2” without
entering any framing material to prevent wrinkles and create a
permanent seal
• Install a durable and flexible 45 mil minimum adhesive roof
patch in accordance with manufacturer specifications over the
initial patch that overlaps the initial patch by a minimum of 2”
on all sides ensuring surface temperatures are within
manufacturer’s guidelines for installation
• Adhesive patch must meet the following minimum standards:
Tensile strength of 640g, elongation of 380%, service
temperature between -25°F and 150°F.
• Apply a durable and flexible final coating (e.g., elastomeric
paint) over the adhesive patch that laps at least 6” over the
patch on all sides to create a continuous seal between the roof
and the perimeter of the patch.
1. Durable and weathertight
roof closure.
4.0103.11g Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0103.12: Mobile Home: Blown Insulation for Flat, Bowed, or Vaulted Ceilings via Interior
Access Through the Ceiling
Desired Outcome: Continuous, contiguous, safe, and compliant thermal barrier installation that protects
integrity of interior surfaces and client health.
4.0103.12a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.12b Material Selection MH 
Specification Objective
1. Select loose fill fiberglass insulation that has a flame spread and
smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.12c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.
4.0103.12d General Preparation MH 
Specification Objective
1. Setup a dust control enclosure for all interior access locations that
limits insulation and construction dust exposure to the occupant
and occupant belongings.
1. Prevent occupant exposure
to construction dust.
4.0103.12e Access MH 
Specification Objective
1. Drill equidistant holes in a straight row parallel to the longitudinal
exterior wall of the ceiling.
2. If a longitudinal ceiling trim piece exists, remove trim piece and
drill behind the trim.
3. Choose access hole locations that allow for consistent and uniform
coverage of installed insulation; at a minimum there will be one
hole between each roof truss.
4. Drill holes that are large enough to accommodate the chosen fill
tube without damaging the ceiling material during installation.
5. If a vapor barrier or ceiling-mounted insulation is present, gain
access through them.
1. Create safe access to entire
cavity.

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4.0103.12f Installation MH 
Specification Objective
1. Fill entire attic to prescribed R-value.
2. If existing insulation is roof-mounted, blow insulation below.
3. If existing insulation is ceiling-mounted, blow insulation above.
4. If existing insulation is mounted at both locations, blow insulation
in between.
1. Continuous thermal barrier
of consistent R-value.
4.0103.12g Close Access MH 
Specification Objective
1. Install closure system over all access holes that is airtight, durable,
and aesthetically pleasing.
2. If existing trim was removed, reinstall it as originally installed.
1. Airtight, durable, and
aesthetic access closure.
4.0103.12h Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0103.13: Mobile Home: Blown Insulation in Roof-Over Construction
Desired Outcome: Continuous, safe, and compliant thermal barrier installation that protects integrity of
interior surfaces, client health, and roof-over weather protection.
4.0103.13a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0103.13b Material Selection MH 
Specification Objective
1. Select loose fill fiberglass insulation that has a flame spread and
smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe insulation.
4.0103.13c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.

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4.0103.13d General Preparation MH 
Specification Objective
1. Setup a dust control enclosure for all interior access locations that
limits insulation and construction dust exposure to the occupant
and occupant belongings.
1. Prevent occupant exposure
to construction dust.
4.0103.13e Access MH 
Specification Objective
1. If roof-over attic is large enough for safe physical access, perform
all work from the exterior of the original attic by means of access
through the roof-over roof or gables.
2. If roof-over attic space is not large enough for safe physical
access, install insulation in original attic from the interior of the
dwelling and install insulation in the roof-over attic from the roof or
gable of the roof over attic.
3. At a minimum, access each end cavity of the original attic to install
insulation.
1. Safely access both attics.
4.0103.13f Installation MH 
Specification Objective
1. Fill each end cavity of the original attic to capacity
2. Add additional insulation to meet prescribed R-value to either the
original attic or on top of the original roof if sufficient space is
available or both if necessary to meet the prescribed R-value
3. If additional insulation is installed on top of the original roof follow
the applicable Single Family SWS for attic insulation.
1. Continuous thermal barrier
of appropriate R-value.
4.0103.13g Close Access MH 
Specification Objective
1. Install closure system over all interior access holes that is airtight,
durable, and aesthetically pleasing.
2. Install closure system over all holes in the original roof that is
airtight and durable.
3. Install closure system over access holes in the roof-over attic with
a durable, weatherproof, and pest resistant closure.
1. Airtight, durable, and
aesthetic interior access
closure. Weathertight,
durable, and pest-resistant
exterior access closure.
4.0103.13h Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0104: Attic Knee Walls
4.0104.1: Knee Wall: Dense Packing
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• High-temperature devices (non-IC rated recessed lights,
chimneys, flues, vents, etc.) unless they are zero clearance
devices; and
• Insulation escape openings.
2. Verify that installation area:
• Intact, able to support insulation weight and pressure, and air
sealed (including blockers under kneewalls in alignment with
the interior side of the kneewall).
1. Ensure space can be safely
insulated.
4.0104.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material for attics used for
storage with a smoke development index of 450 or less when
tested in accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0104.1c General Preparation  SF  MH  MF 
Specification Objective
1. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Durable and airtight
insulation cavity that aligns
with the pressure boundary.
4.0104.1d Install Backing  SF  MH  MF 
Specification Objective
1. Install airtight backing material over entire area to be insulated
that will withstand dense packing pressures.
2. Secure backing material using mechanical fasteners that penetrate
the sub framing a minimum of 1”.
3. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
backing.
4.0104.1e Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity with insulation to the correct density that
prevents air movement.
1. Complete, consistent, and
airtight insulation coverage.
4.0104.1f Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight and
permanent.
1. Airtight, durable, access
closure.

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4.0104.1g Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0104.1h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0104.2: Knee Wall - Batt Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed
(including blockers under kneewalls in alignment with the
interior side of the kneewall).
1. Prepare for safe, effective,
and airtight installation of
dense-packed insulation.
4.0104.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material for attics used for
storage with a smoke development index of 450 or less when
tested in accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0104.2c General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
1. Prevent condensation.

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4.0104.2d Batt Installation  SF  MH  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the air barrier and all sides of the ceiling cavity
without gaps, voids, compressions, or misalignments
2. If batt contains a facing material, install it in contact with the
conditioned space.
1. Continuous and contiguous
thermal boundary.
4.0104.2e Install Backing  SF  MH  MF 
Specification Objective
1. Install airtight backing material in full contact with the existing
cavity insulation.
2. Secure backing material using mechanical fasteners that penetrate
the sub framing a minimum of 1”.
3. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
cavity.
4.0104.2f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0104.2g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0104.3: Knee Wall: Existing Batt Insulation Repair
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed
(including blockers under kneewalls in alignment with the
interior side of the kneewall).
1. Ensure space can be safely
insulated.
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4.0104.3b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material for attics used for
storage with a smoke development index of 450 or less when
tested in accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0104.3c General Preparation  SF  MH  MF 
Specification Objective
1. Permanently secure existing batt insulation in full contact with the
existing air barrier and sides of the existing cavity without gaps,
voids, compressions, or misalignments.
1. Align pressure and thermal
boundary.
4.0104.3d Install Backing  SF  MH  MF 
Specification Objective
1. Install airtight backing material in full contact with the existing
cavity insulation.
2. Secure backing material using mechanical fasteners that penetrate
the sub framing a minimum of 1”.
3. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
cavity.
4.0104.3e Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0104.3f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0104.4: Knee Wall: Rigid Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.4a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed
(including blockers under kneewalls in alignment with the
interior side of the kneewall).
1. Ensure space can be safely
insulated.
4.0104.4b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0104.4c General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or protrusions that prevent full
insulation contact with existing air barrier.
1. Align pressure and thermal
boundary.
4.0104.4d Installation  SF  MH  MF 
Specification Objective
1. Install rigid insulation to prescribed R-value using mechanical
fasteners.
2. Seal all insulation seams, joints and connections with compatible
sealant (caulk, tape, mastic, etc.).
1. Continuous pressure and
thermal boundary of correct
R-value.
4.0104.4e Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.

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4.0104.4f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0104.5: Knee Wall - SPF With No Existing Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.5a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed
(including blockers under kneewalls in alignment with the
interior side of the kneewall).
1. Ensure space can be safely
insulated.
4.0104.5b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0104.5c General Preparation  SF  MH  MF 
Specification Objective
1. Install durable backing material over any escape holes in the air
barrier.
2. Install flags at all utility junctions for future identification and
ensure utility junctions remain accessible per local code
requirements.
1. Prevent SPF leakage.
4.0104.5d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0104.5e Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer over entire
surface of knee wall from roof deck to attic floor air barrier using a
pass thickness maximum in accordance with manufacturer
specifications.
2. In colder climates (IECC Zones 5-8), install SPF to a thickness of at
least a class II vapor retarder or have at least a class II vapor
retarder coating or covering in direct contact with the underside.
1. Continuous and contiguous
pressure and thermal
boundary that prevents
vapor intrusion.
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4.0104.5f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0104.5g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0104.6: Knee Wall - SPF With Existing Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0104.6a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed
(including blockers under kneewalls in alignment with the
interior side of the kneewall).
1. Ensure space can be safely
insulated.
4.0104.6b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0104.6c General Preparation  SF  MH  MF 
Specification Objective
1. Install durable backing material over any escape holes in the air
barrier.
2. Install flags at all utility junctions for future identification and
ensure utility junctions remain accessible per local code
requirements.
1. Prevent SPF leakage.

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4.0104.6d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0104.6e Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer over entire
surface of knee wall from roof deck to attic floor air barrier using a
pass thickness maximum in accordance with manufacturer
specifications.
2. In colder climates (IECC Zones 5-8), install SPF to a thickness of at
least a class II vapor retarder or have at least a class II vapor
retarder coating or covering in direct contact with the underside.
1. Continuous and contiguous
pressure and thermal
boundary that prevents
vapor intrusion.
4.0104.6f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0104.6g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0188: Unique Installations
4.0188.1: Radiant Barriers
Desired Outcome: Safely, and effectively reduce radiant heat flow while preserving attic ventilation.
4.0188.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed; and
• Existing insulation is in fully aligned contact with the air barrier.
1. Ensure space can be safely
insulated.
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4.0188.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select radiant barrier that has a flame spread and smoke
development index of 25/450 or less and backing material for
attics used for storage with a smoke development index of 450 or
less when tested in accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0188.1c Installation  SF  MH  MF 
Specification Objective
1. Install radiant barrier using mechanical fasteners according to
manufacturer specifications.
1. Compliant installation.
4.0188.1d Air Space  SF  MH  MF 
Specification Objective
1. Install radiant barrier with the manufacturer’s prescribed air space
between it and the protected surface.
1. Adequate air space for
prescribed performance.
4.0188.1e Sealing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, and connections of the radiant barrier
airtight.
1. Airtight barrier.
4.0188.1f Ventilation  SF  MH  MF 
Specification Objective
1. When installed on attic ceiling (i.e., roof framing) maintain a
minimum clearance of 3” from ridge vents.
2. When installed on gable walls, do not block gable vents.
3. In vented spaces, install radiant barrier so that it withstands local
wind loads.
1. Maintain adequate attic
ventilation while preserving
installation durability.
4.0188.1g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, number and thickness of
the air spaces, the direction of heat flow, and the installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0188.2: Unconditioned Attic Ventilation
Desired Outcome: Effective, safe, and pest-resistant attic ventilation.
4.0188.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify the presence of an effective air barrier and thermal
boundary between the attic and living space.
1. Reduce moisture intrusion
from living space.
4.0188.2b Vent Selection  SF  MH  MF 
Specification Objective
1. Attic vent types will be consistent with requirements for their
specific location (e.g., exterior soffit, gable end, roof) and material
and intended use (e.g., metal vent on metal roof).
2. Install only passive ventilation, no powered ventilators may be
installed.
1. Ensure vent meets proper
performance characteristics
for location and roofing
type.
4.0188.2c Vent Openings  SF  MH  MF 
Specification Objective
1. Ventilation opening area and configuration will comply with
applicable building code.
1. Provide sufficient ventilation
air flow.

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4.0188.2d Vent Location  SF  MH  MF 
Specification Objective
1. Install between 40% and 50% of attic ventilation within 3” of the
highest point in the ventilated space.
2. Install attic vents in locations that prevention of entry of wind-
driven precipitation.
1. Encourage proper air flow.
2. Minimize entry of wind
driven bulk moisture.
4.0188.2e Ventilation Screens  SF  MH  MF 
Specification Objective
1. All attic ventilation sources with holes greater than ¼” will have
corrosion-resistant wire mesh screens installed with openings of
⅟₁₆” to ¼”.
2. Cover existing vents that are not screened with corrosion-resistant
wire mesh with openings of ⅟₁₆” to ¼”.
1. Prevent pest entry.
4.0188.2f Ventilation Baffles  SF  MH  MF 
Specification Objective
1. If soffit venting is installed, mechanically fasten baffles (i.e., soffit
chutes) in each truss bay that terminate at least 6” above final
insulation level and provide a minimum of 1” clearance between
insulation and roof deck material.
1. Ensure vent allows proper
air flow without
compromising insulation
performance.
Policy 4.02: Walls
4.0201: Accessible Walls
4.0201.1: SPF Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0201.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, supply and/or return air ducts, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Intact and able to support insulation weight.
1. Ensure space can be safely
insulated.
4.0201.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.

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4.0201.1c General Preparation  SF  MH  MF 
Specification Objective
1. Remove existing insulation and vapor retarders from installation
area.
2. Cover all finished surfaces areas (e.g., windows, doors) in the
installation area with appropriate materials (e.g., plastic, masking
tape).
3. Install durable backing material over any escape holes in the air
barrier and ensure utility junctions remain accessible per local code
requirements.
1. Protect finished surfaces
from overspray and prevent
SPF leakage.
4.0201.1d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0201.1e Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer over entire
surface of wall from bottom plate to top plate using a pass
thickness maximum in accordance with manufacturer
specifications.
1. Continuous pressure and
thermal boundary.
4.0201.1f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If attic is used only for the service of utilities, separate foam from
the attic space using a suitable ignition barrier covering or coating
according to manufacturer specifications.
3. If attic is used for storage or occupancy, separate spray foam from
the attic space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0201.1g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0201.2: Batt Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0201.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, supply and/or return air ducts, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0201.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
1. Select fire safe materials.
4.0201.2c General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from the
installation area that are installed improperly.
1. Prevent condensation.
4.0201.2d Batt Insulation  SF  MH  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the air barrier and all sides of the cavity without gaps,
voids, compressions, or misalignments.
2. If batt contains a facing material install it in contact with the
conditioned space.
1. Continuous and contiguous
thermal boundary.
4.0201.2e Install Backing  SF  MH  MF 
Specification Objective
1. Install an airtight backing material in full contact with the existing
cavity insulation.
2. Secure backing material using mechanical fasteners that penetrate
the sub framing a minimum of 1”.
3. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
cavity.
4.0201.2f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from occupiable space using a thermal
barrier material (e.g., ½” gypsum wallboard) as specified by
applicable building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.

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4.0201.2g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0201.3: Dense Pack Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0201.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, supply and/or return air, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Intact and able to support insulation weight and pressure.
1. Prepare for safe, effective,
and airtight installation of
dense-packed insulation.
4.0201.3b Material  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0201.3c General Preparation for Dense Packed Insulation  SF  MH  MF 
Specification Objective
1. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Airtight dense packed cavity
insulation.
4.0201.3d Install Backing  SF  MH  MF 
Specification Objective
1. Install airtight backing material over entire area to be insulated
that will withstand dense packing pressures.
2. Secure backing material using mechanical fasteners that penetrate
the sub-framing a minimum of 1”.
3. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
backing.
4.0201.3e Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity with insulation to the correct density that
prevents air movement.
1. Complete, consistent, and
airtight insulation coverage.
4.0201.3f Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight and
permanent.
1. Airtight, durable, access
closure.

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4.0201.3g Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from occupiable space using a thermal
barrier material (e.g., ½” gypsum wallboard) as specified by
applicable building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0201.3h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0202: Enclosed Walls
4.0202.1: Dense Pack Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary that prevents air
movement @ 50Pa.
4.0202.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, supply and/or return air, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Intact and able to support insulation weight and pressure.
1. Prepare for safe, effective,
and airtight installation of
dense-packed insulation.
4.0202.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0202.1c General Preparation  SF  MH  MF 
Specification Objective
1. Setup a dust control enclosure for all interior access locations that
limits insulation and construction dust exposure to the occupant
and occupant belongings.
2. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Prevent occupant exposure
to construction dust
2. Airtight, durable insulation
cavities aligned with the
pressure boundary.

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4.0202.1d Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.
4.0202.1e Access Cavity  SF  MH  MF 
Specification Objective
1. For exterior access:
• Remove the exterior cladding at the insulation access point
when feasible
• Neatly cut any vapor retarder installed and minimize air barrier
and drainage plane disruption
• Create an access hole through the sheathing sufficient to
access the cavity with fill tube
2. For interior access:
• Set up dust containment enclosure in installation area
• Create access holes through the interior wall surface in a
straight horizontal line sufficient to access the cavity with fill
tube without damaging the wall surface.
1. Access all wall cavities
safely and prepare for
access closure.
4.0202.1f Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity with insulation to the correct density that
prevents air movement.
1. Complete, consistent, and
airtight insulation coverage.
4.0202.1g Close Access Hole  SF  MH  MF 
Specification [Variance] Objective
1. Close exterior access holes as follows:
• Plug holes in sheathing with durable materials and seal with
weatherproof exterior sealant.
• Close weather barrier and seal seams with compatible sealant
tape.
• Reinstall exterior cladding and secured with mechanical
fasteners.
2. Close interior access holes as follows:
• Coat and patch interior holes to match original interior surface
characteristics[, leave them paint-ready,] or cover them with
trim, as agreed upon with the client.
1. Airtight, durable hole
closure.
4.0202.1h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0202.2: Exterior Rigid Insulation
Desired Outcome: Continuous, contiguous, safe, and compliant thermal boundary.
4.0202.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0202.2b Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe, durable, and
effective sealants.
4.0202.2c General Preparation  SF  MH  MF 
Specification Objective
1. Remove all exterior cladding from the installation area.
2. Seal all holes, gaps, and penetrations in existing sheathing airtight.
3. Remove any existing insulation or protrusions that prevent full
insulation contact with existing air barrier.
4. Replace any rotten or structurally weak substrate.
1. Provide secure attachment
for insulation in full contact
with the exterior sheathing.
4.0202.2d Water Management System  SF  MH  MF 
Specification Objective
1. Install insulation fully in contact with the exterior sheathing, or
install a drainage plane that allows moisture to drain completely to
the outdoors from behind the rigid insulation.
1. Prevent moisture buildup
behind insulation layer.
4.0202.2e Installation  SF  MH  MF 
Specification Objective
1. Install continuous rigid insulation to prescribed R-value using
mechanical fasteners that penetrate sub-framing at least 1½”.
2. Overlap seam of multiple layers a minimum of 12”.
3. Seal all insulation seams, joints and connections in each layer with
compatible sealant (caulk, tape, mastic, etc.).
1. Continuous pressure and
thermal boundary of correct
R-value.
4.0202.2f Exterior Cladding Replacement  SF  MH  MF 
Specification Objective
1. Reinstall exterior cladding using mechanical fasteners over the new
insulation per the manufacturer’s specifications.
1. Weathertight cladding
installation.

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4.0202.2g Fire Safety  SF  MH  MF 
Specification Objective
1. For structures covered by the IBC, all exterior walls to be insulated
will be assessed for provision of a thermal boundary (fire stopping)
when foam insulating materials are to be used (IBC 2603.4).
1. Ensure that insulation
retrofit complies with
applicable code regarding
fire separation.
4.0202.2h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0202.3: Mobile Home: Fiberglass Batts
Desired Outcome: Continuous, contiguous, and safe thermal boundary and vapor retarder.
4.0202.3a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.); and
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0202.3b Material Selection MH 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
2. Select a poly-encased fiberglass batt or an unfaced fiberglass batt
and a flexible class 1 vapor retarder membrane.
1. Select correct and fire safe
materials.
4.0202.3c General Preparation MH 
Specification Objective
1. Remove objects from the interior surfaces of the walls being
insulated.
2. Repair or reattach interior paneling as necessary.
1. Protect occupant belongings
and prevent interior
paneling failure.
4.0202.3d Access Cavities MH 
Specification Objective
1. Remove skirting if it overlaps the siding.
2. Remove fasteners from the bottom of the siding, working upward
until the siding can be pulled away from the framing approximately
6” without damaging the siding.
3. Install temporary fasteners at the seams near the bottom of the
siding panels to prevent separation.
4. Cut access through sheathing if present.
1. Access cavities without
damaging the siding or
compromising the interior
wall surface.

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4.0202.3e Installation MH 
Specification Objective
1. Insert fiberglass batts that fill entire cavity all the way to the top of
the cavity without deforming siding or damaging structure
2. If using a flexible membrane, cut it 2” wider than the cavity and
approximately 1’ longer than the batt and install together with the
batt in the climate correct orientation.
1. Fill entire cavity with
insulation and vapor
retarder.
4.0202.3f Close Cavities MH 
Specification Objective
1. Patch or repair sub sheathing as necessary.
2. If skirting was removed, reinstall it to shed water to the outside of
the skirting.
3. Reattach siding with new fasteners and without bulges or wrinkles.
1. Weathertight exterior cavity
closure.
4.0202.3g Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0202.4: Mobile Home: Blown Fiberglass
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0202.4a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.); and
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices.
2. Verify that installation area is:
• Intact, able to support insulation weight and pressure, and air
sealed.
1. Ensure space can be safely
insulated.
4.0202.4b Material Selection MH 
Specification Objective
1. Select fiberglass insulation that has a flame spread and smoke
development index of 25/450 or less when tested in accordance
with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0202.4c General Preparation MH 
Specification Objective
1. Remove objects from the interior surfaces of the walls being
insulated.
2. Repair or reattach interior paneling as necessary.
1. Protect occupant belongings
and prevent interior
paneling failure.

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4.0202.4d Access Cavities MH 
Specification Objective
1. Remove skirting if it overlaps the siding.
2. Remove fasteners from the bottom of the siding, working upward
until the siding can be pulled away from the framing approximately
6” without damaging the siding.
3. Install temporary fasteners at the seams near the bottom of the
siding panels to prevent separation.
4. Cut access through sheathing if present.
1. Access cavities without
damaging the siding or
compromising the interior
wall surface.
4.0202.4e Installation MH 
Specification Objective
1. Install insulation in entirety of each cavity to a density of no more
than 1.6 pounds per cubic foot between the interior paneling and
any existing insulation
2. Do not overfill any portion of the cavity.
1. Consistent thermal
boundary that does not
compromise interior wall.
4.0202.4f Close Cavities MH 
Specification Objective
1. Patch or repair sub sheathing as necessary.
2. If skirting was removed, reinstall it to shed water to the outside of
the skirting.
3. Reattach siding with new fasteners and without bulges or wrinkles.
1. Weathertight exterior cavity
closure.
4.0202.4g Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0202.5: Mobile Home: Blown Fiberglass Through Penetrations
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0202.5a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.); and
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices.
2. Verify that installation area:
• Intact, able to support insulation weight and pressure, and air
sealed.
1. Prepare for safe, effective,
and airtight installation of
dense-packed insulation.
4.0202.5b Material Selection MH 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.

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4.0202.5c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.
4.0202.5d General Preparation for Blown Wall Insulation MH 
Specification Objective
1. Remove objects from the interior surfaces of the walls being
insulated.
2. Install durable blocking materials at any openings to the cavity.
3. Repair or reattach interior paneling as necessary.
4. Set up dust containment enclosure in installation area for all
interior installations.
1. Protect property and
workers.
2. Contain insulation inside
cavity where intended.
4.0202.5e Access Cavity MH 
Specification Objective
1. For exterior access:
• Remove the exterior cladding at the insulation access point
when feasible;
• If not feasible, drill holes in the exterior siding around the
perimeter of the home, parallel to the bottom plate, an equal
distance apart, and located under the lowest window sill when
possible;
• Neatly cut any vapor retarder installed and minimize air barrier
and drainage plane disruption; and
• Create an access hole through the sheathing sufficient to
access the cavity with fill tube.
1. Access all wall cavities
safely and prepare for
access closure.
4.0202.5f Blow Insulation MH 
Specification Objective
1. Install insulation in entirety of each cavity to a density of no more
than 1.6 pounds per cubic foot between the interior paneling and
any existing insulation.
2. Do not overfill any portion of the cavity.
1. Airtight and continuous
pressure and thermal
boundary.
4.0202.5g Close Access Hole MH 
Specification Objective
1. Close exterior access holes as follows:
• Plug holes in sheathing with durable materials and seal with
weatherproof exterior sealant;
• Close weather barrier and seal seams with compatible sealant
tape; and
• Reinstall exterior cladding and secured with mechanical
fasteners.
1. Airtight, durable hole
closure.
4.0202.5h Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0202.6: SPF Insulation Installation in Closed Cavities
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0202.6a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• intact and able to support insulation weight and pressure.
1. Ensure space can be safely
insulated.
4.0202.6b Material Selection MH 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0202.6c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.
4.0202.6d General Preparation MH 
Specification Objective
1. Cover all finished surfaces areas (e.g., windows, doors) in the
installation area with appropriate materials (e.g., plastic, masking
tape).
2. Secure all paneling joints and repair any holes.
1. Protect finished surfaces
from overspray and prevent
SPF leakage.
4.0202.6e Surface Preparation MH 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0202.6f Access MH 
Specification Objective
1. Drill holes no larger than the spray nozzle from the interior of the
house in each cavity, preferably in the paneling groove when
possible.
1. Minimal hole that allows
sufficient access for
application.

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4.0202.6g Installation MH 
Specification Objective
1. Insulate 100% of each cavity to a consistent density without
bulging of panels or siding.
1. Continuous pressure and
thermal boundary that
prevents vapor intrusion.
4.0202.6h Closure MH 
Specification Objective
1. Seal access hole airtight with a color-corresponding sealant. 1. Durable, airtight, and
aesthetic hole seal.
4.0202.6i Ignition and Thermal Barriers MH 
Specification Objective
1. Separate all foam products from occupiable space using a thermal
barrier material (e.g., ½” gypsum wallboard) as specified by
applicable building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0202.6j Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
Policy 4.03: Floors
4.0301: Accessible Floors
4.0301.1: Batt Insulation in Joisted Cavities
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0301.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0301.1c General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Install flags that can be seen below the floor joists at any utility
junctions that will be covered by insulation.
1. Prevent condensation,
identify utility junctions for
future access.
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4.0301.1e Secure Batts  SF  MH  MF 
Specification Objective
1. Secure batts in full contact with the pressure boundary using
physical fasteners that do not compress the insulation and have a
minimum service life of 20 years (e.g., strapping, netting, wood
strips, or rodent barrier).
1. Insulation remains in
contact with pressure
boundary.
4.0301.1f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0301.2: Loose Fill with Netting/Fabric in Joisted Cavities
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0301.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0301.2c General Preparation  SF  MH  MF 
Specification Objective
1. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Identify utility junctions for
future access.
4.0301.2d Install Netting/Fabric  SF  MH  MF 
Specification Objective
1. Install netting/fabric using mechanical fasteners spaced according
to netting/fabric manufacturer specifications.
2. Installation must have a minimum service life of 20 years.
1. Secure insulation.
4.0301.2e Installation  SF  MH  MF 
Specification Objective
1. Fill netted/fabric covered cavities to capacity with loose fill
insulation in accordance with manufacturer specifications.
2. Install insulation to prescribed R-value and in continuous contact
with the air barrier.
1. Continuous and contiguous
thermal boundary.

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4.0301.2f Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that prevents insulation
loss and is permanent.
1. Durable, access closure.
2. Prevent insulation loss.
4.0301.2g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0301.3: Loose Fill in Joisted Cavities with Rigid Barrier
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.3b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0301.3c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe, durable, and
effective sealants.
4.0301.3d General Preparation  SF  MH  MF 
Specification Objective
1. Install flags that can be seen below the floor joists at any utility
junctions that will be covered by insulation.
1. Identify utility junctions for
future access.

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4.0301.3e Install Rigid Barrier  SF  MH  MF 
Specification Objective
1. Install a rigid air barrier material over entire area to be insulated
that will withstand insulation pressures.
2. Secure backing material using mechanical fasteners that penetrate
the sub framing a minimum of 1”.
3. Seal all seams, joints, connections, etc. with a compatible sealant.
4. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
backing.
4.0301.3f Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity to capacity with the insulation in full
contact with the air barrier.
1. Complete and consistent
insulation coverage.
4.0301.3g Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight and
permanent.
1. Airtight, durable, access
closure.
4.0301.3h Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0301.3i Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags
installed.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0301.4: Dense Pack in Joisted Cavities with Rigid Barrier
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.4a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.4b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• is a permanent air barrier; and
• will support installed insulation without failure.
1. Select fire safe materials.
4.0301.4c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
4.0301.4d General Preparation  SF  MH  MF 
Specification Objective
1. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
2. Install flags that can be seen below the floor joists at any utility
junctions that will be covered by insulation.
1. Identify utility junctions for
future access.
4.0301.4e Install Rigid Barrier  SF  MH  MF 
Specification Objective
1. Install an air barrier material over entire area to be insulated that
will withstand insulation pressures.
2. Secure backing material using mechanical fasteners, spaced a
maximum of 6” apart, that penetrate the sub framing a minimum
of 1”.
3. Seal all seams, joints, connections, etc. with a compatible sealant.
4. Installation must have a minimum of a 30-year service life.
1. Airtight, durable insulation
backing.
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4.0301.4f Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity to capacity with the insulation in full
contact with the air barrier.
1. Complete, consistent, and
airtight insulation coverage.
4.0301.4g Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight and
permanent.
1. Airtight, durable, access
closure.
4.0301.4h Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0301.4i Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags
installed.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0301.5: SPF in Open Joisted Cavities
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.5a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.5b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.

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4.0301.5c General Preparation  SF  MH  MF 
Specification Objective
1. Prepare the surface according to manufacturer specifications.
2. Install durable backing material over any escape holes in the air
barrier.
3. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Prevent SPF leakage,
identify utility junctions for
future access.
4.0301.5d Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0301.5e Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value over bottom of subfloor, and all
surfaces of the floor joists (including the bottom), using a pass
thickness maximum as indicated by manufacturer specifications.
2. Install to a thickness of least a class I vapor retarder or have at
least a class I vapor retarder coating or covering in direct contact
with the underside of the SPF.
1. Continuous pressure and
thermal boundary that
prevents moisture vapor
movement.
4.0301.5f Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0301.5g Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0301.6: Cantilever Floor Joisted Cavities Batt Insulation
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.6a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0301.6b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0301.6c General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Install airtight blocking between each floor joist at the interior
edge of the exterior wall plate.
1. Prevent condensation,
prevent air and moisture
movement in attached floor
cavities.
4.0301.6d Batt Insulation  SF  MH  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the air barrier and all sides of the cavity without gaps,
voids, compressions, or misalignments.
2. If batt contains a facing material install it in contact with the
conditioned space.
1. Continuous and contiguous
thermal boundary.
4.0301.6e Secure Batts  SF  MH  MF 
Specification Objective
1. Secure batts in full contact with the pressure boundary using
physical fasteners that do not compress the insulation and have a
minimum service life of 20 years (e.g., strapping, netting, wood
strips).
1. Insulation remains in
contact with pressure
boundary.
4.0301.6f Enclose Cavity  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous, airtight, rigid air barrier to
underside of floor assembly that is suitable to withstand weather,
moisture, and pest contact.
1. Weathertight, pest
resistant, rigid enclosure.
4.0301.6g Exterior Soffit  SF  MH  MF 
Specification Objective
1. Install durable exterior soffit material over the rigid enclosure
materials.
1. Protect enclosed cavity
from weather.
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4.0301.6h Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0301.7: Non-Joisted Floors Batt Insulation
Desired Outcome: Continuous, contiguous, and safe thermal boundary.
4.0301.7a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
3. Verify all plumbing and ductwork will be inside the thermal
boundary.
4. Verify that existing floor air barrier is smooth and is not ribbed or
fluted metal decking material.
1. Ensure space can be safely
insulated.
4.0301.7b Material Selection  SF  MF 
Specification Objective
1. Select insulation and support materials that have a flame spread
and smoke development index of 25/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0301.7c General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Install flags that can be seen below the insulation level at any
utility junctions that will be covered by insulation.
1. Prevent condensation,
identify utility junctions for
future access.
4.0301.7d Installation  SF  MF 
Specification Objective
1. Install batts over 100% of accessible area to prescribed R-value in
full contact with the air barrier and all structural framing without
gaps, voids, compressions, or misalignments.
2. If vapor retarder facing exists, install it facing the conditioned
area.
1. Continuous and contiguous
thermal boundary that
prevents excessive vapor
intrusion.
4.0301.7e Support  SF  MF 
Specification Objective
1. Install a support system for batt insulation that is mechanically
fastened to the floor deck and supports the batt insulation without
compression and has a minimum service life of 20 years.
1. Secure batts to floor.

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4.0301.7f Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0301.8: Non-Joisted Floors Rigid Foam
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.8a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
3. Verify all plumbing and ductwork will be inside the thermal
boundary.
1. Ensure space can be safely
insulated.
4.0301.8b Material Selection  SF  MF 
Specification Objective
1. Select insulation and support materials that have a flame spread
and smoke development index of 75/450 or less when tested in
accordance with ASTM E84 or UL 723.
1. Select fire safe materials.
4.0301.8c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
2. Are low-VOC sealants for use inside the pressure boundary,
meeting independent testing and verification protocols.
1. Select safe and effective
sealants.
4.0301.8d General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Install flags that can be seen below the insulation level at any
utility junctions that will be covered by insulation.
1. Prevent condensation,
identify utility junctions for
future access.

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4.0301.8e Installation  SF  MF 
Specification Objective
1. Install rigid insulation continuously over entire accessible area to
prescribed R-value in full contact with the air barrier and all
structural framing without gaps, voids, or misalignments.
2. If installing multiple layers, offset seams at least 12” and seal the
seams of each layer before applying the next.
3. Where rigid foam plastics are used, in no case will the final
thickness exceed the manufacturer’s tested thickness used to
determine the maximum 75 flame spread and 450 smoke-
development index when tested to ASTM E84 or UL 723.
1. Continuous and contiguous
thermal boundary that
prevents excessive vapor
intrusion.
4.0301.8f Sealing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, etc. of rigid insulation at entire
perimeter and at all support beams.
1. Airtight insulation that
prevents condensation.
4.0301.8g Support  SF  MF 
Specification Objective
1. Install a support system for rigid insulation that is mechanically
fastened to the floor deck that has a minimum service life of 30
years.
1. Secure insulation to floor.
4.0301.8h Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0301.8i Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0301.9: Non-Joisted Floors SPF
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0301.9a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
3. Verify all plumbing and ductwork will be inside the thermal
boundary.
1. Ensure space can be safely
insulated.
4.0301.9b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less when tested in accordance with ASTM E84
or UL 723.
1. Select fire safe materials.
4.0301.9c General Preparation  SF  MF 
Specification Objective
1. Prepare the surface according to manufacturer specifications
2. Install durable backing material over any escape holes in the air
barrier and utility junctions that will be covered with SPF.
3. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Prevent SPF leakage,
identify utility junctions for
future.
4.0301.9d Surface Preparation  SF  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0301.9e Installation  SF  MF 
Specification Objective
1. Apply SPF to prescribed R-value to bottom side of floor deck and
top of support beams using a pass thickness maximum as
indicated by manufacturer specifications.
2. Install to a thickness of least a class I vapor retarder or have at
least a class I vapor retarder coating or covering in direct contact
with the underside of the SPF.
1. Continuous pressure and
thermal boundary that
prevents moisture vapor
movement.

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4.0301.9f Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0301.9g Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0302.1: Batt Insulation with Rigid Barrier
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0302.1b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.

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4.0302.1c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.1d General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
1. Prevent condensation.
4.0302.1e Batt Installation  SF  MH  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the air barrier and all sides of the cavity without gaps,
voids, compressions, or misalignments.
2. If batt contains a vapor retarder facing material install it in contact
with the conditioned space.
1. Continuous and contiguous
thermal boundary.
4.0302.1f Secure Batts  SF  MH  MF 
Specification Objective
1. If insulation batts are not full cavity depth, secure batts in full
contact with the pressure boundary using physical fasteners that
do not compress the insulation and have a minimum service life of
20 years (e.g., strapping, netting, wood strips).
1. Insulation remains in
contact with pressure
boundary.
4.0302.1g Rigid Protective Barrier  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.1h Sealing and Rodent Proofing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.1i Weather-Resistant Barrier  SF  MH  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.1j Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0302.2: Loose Fill with Rigid Barrier
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0302.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.2c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.2d General Preparation  SF  MH  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
1. Prevent condensation,
identify utility junctions for
future access.
4.0302.2e Rigid Protective Barrier  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.2f Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity to capacity with the insulation in full
contact with the air barrier and the rigid barrier.
1. Complete and consistent
insulation coverage.

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4.0302.2g Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight, pest-
resistant, and permanent.
1. Airtight, durable, access
closure.
4.0302.2h Sealing and Rodent Proofing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.2i Weather-Resistant Barrier  SF  MH  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.2j Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags
installed.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0302.3: Dense Pack with Rigid Barrier
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• High-temperature devices (non-IC rated recessed lights,
chimneys, flues, vents, etc.) unless they are zero clearance
devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0302.3b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 25/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.

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4.0302.3c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.3d General Preparation  SF  MH  MF 
Specification Objective
1. Install airtight, rigid, blocking material at all cavity openings that
aligns with the pressure boundary and will not fail under dense
pack pressures.
1. Prevent insulation gaps or
voids.
4.0302.3e Rigid Protective Barrier  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.3f Installation  SF  MH  MF 
Specification Objective
1. Fill 100% of each cavity to manufacturer’s density requirements
keeping insulation in full contact with the air barrier.
1. Complete, consistent, and
airtight insulation coverage.
4.0302.3g Close Access Hole  SF  MH  MF 
Specification Objective
1. Install closure system over all access holes that is airtight and
permanent.
1. Airtight, durable, access
closure.
4.0302.3h Sealing and Rodent Proofing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.3i Weather-Resistant Barrier  SF  MH  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.3j Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags
installed.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0302.4: SPF with Rigid Barrier
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.4a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0302.4b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.4c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.4d General Preparation  SF  MH  MF 
Specification Objective
1. Remove existing insulation and vapor retarders from installation
area.
2. Install durable backing material over any escape holes in the air
barrier.
3. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Prevent condensation and
SPF leakage insulation gaps
or voids.
4.0302.4e Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.

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4.0302.4f Rigid Protective Barrier  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.4g Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to prescribed R-value to bottom of all exposed subfloor,
and all surfaces of the floor joists, excluding the bottom using a
pass thickness maximum as indicated by manufacturer
specifications.
2. Install to a thickness of a class I vapor retarder or have a class I
vapor retarder coating or covering in direct contact with the
underside of the SPF.
1. Complete and consistent
insulation coverage.
4.0302.4h Sealing and Rodent Proofing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.4i Weather-Resistant Barrier  SF  MH  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.4j Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0302.4k Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0302.5: Rigid Insulation on Joists
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.5a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0302.5b Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.5c Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.5d General Preparation  SF  MH  MF 
Specification Objective
1. Remove any obstacles, fasteners, or protruding objects that will
prevent insulation from fully contacting the bottom of the floor
joist.
1. Prevent insulation gaps or
voids.
4.0302.5e Installation  SF  MH  MF 
Specification Objective
1. Install rigid insulation continuously over entire accessible area to
prescribed R-value in full contact with the floor joists without gaps,
voids, or misalignments.
2. If installing multiple layers, offset seams at least 12” and seal the
seams of each layer before applying the next.
3. Where rigid foam plastics are used, in no case will the final
thickness exceed the manufacturer’s tested thickness used to
determine the maximum 75 flame spread and 450 smoke-
development index when tested to ASTM E84 or UL 723.
1. Continuous and contiguous
thermal boundary that
prevents excessive vapor
intrusion.

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4.0302.5f Rigid Protection Barrier  SF  MH  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.5g Sealing and Rodent Proofing  SF  MH  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.5h Weather-Resistant Barrier  SF  MH  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.5i Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0302.5j Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0302.6: Non-Joisted Floors Batt Insulation
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.6a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.

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4.0302.6b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.6c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.6d General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Prevent condensation.
4.0302.6e Installation  SF  MF 
Specification Objective
1. Install batts over 100% of accessible area to prescribed R-value in
full contact with the air barrier and all structural framing without
gaps, voids, compressions, or misalignments.
2. If vapor retarder facing exists, install it facing the conditioned
area.
1. Continuous and contiguous
thermal boundary that
prevents excessive vapor
intrusion.
4.0302.6f Secure Batts  SF  MF 
Specification Objective
1. If insulation batts are not full cavity depth, secure batts in full
contact with the pressure boundary using physical fasteners that
do not compress the insulation and have a minimum service life of
20 years (e.g., strapping, netting, wood strips).
1. Insulation remains in
contact with pressure
boundary.
4.0302.6g Rigid Protective Barrier  SF  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.6h Sealing and Rodent Proofing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.

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4.0302.6i Weather-Resistant Barrier  SF  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.6j Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0302.7: Non-Joisted Floors Rigid Insulation
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.7a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0302.7b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.7c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.7d General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
2. Remove any obstacles, fasteners, or protruding objects that will
prevent insulation from fully contacting the bottom of the floor
joist.
1. Prevent condensation,
create uninterrupted
installation surface.
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4.0302.7e Installation  SF  MF 
Specification Objective
1. Install rigid insulation continuously over entire accessible area to
prescribed R-value in full contact with the air barrier and all
structural framing without gaps, voids, or misalignments.
2. If installing multiple layers, offset seams at least 12” and seal the
seams of each layer before applying the next.
3. Where rigid foam plastics are used, in no case will the final
thickness exceed the manufacturer’s tested thickness used to
determine the maximum 75 flame spread and 450 smoke-
development index when tested to ASTM E84 or UL 723.
1. Continuous and contiguous
thermal boundary that
prevents excessive vapor
intrusion.
4.0302.7f Rigid Protective Barrier  SF  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.7g Sealing and Rodent Proofing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.7h Water-Resistant Barrier  SF  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.7i Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0302.7j Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0302.8: Non-Joisted Floors SPF Insulation
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary that
prevents air movement @ 50Pa.
4.0302.8a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0302.8b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread and smoke development
index of 75/450 or less and backing material that has a smoke
development index of 450 or less when tested in accordance with
ASTM E84 or UL 723.
2. Select rigid backing material that:
• Is a permanent air barrier; and
• Will support installed insulation without failure.
1. Select fire safe materials.
4.0302.8c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.8d General Preparation  SF  MF 
Specification Objective
1. Remove existing insulation and vapor retarders from installation
area.
2. Install durable backing material over any escape holes in the air
barrier.
3. Install flags that can be seen below the floor joists at all utility
junctions for future identification and ensure utility junctions
remain accessible per local code requirements.
1. Prevent condensation and
SPF leakage.
4.0302.8e Surface Preparation  SF  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.

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4.0302.8f Installation  SF  MF 
Specification Objective
1. Apply SPF to prescribed R-value to bottom side of floor deck and
top of support beams using a pass thickness maximum as
indicated by manufacturer specifications.
2. Install to a thickness of a class I vapor retarder or have a class I
vapor retarder coating or covering in direct contact with the
underside of the SPF.
1. Continuous pressure and
thermal boundary that
prevents moisture vapor
movement.
4.0302.8g Rigid Protective Barrier  SF  MF 
Specification Objective
1. Mechanically fasten a continuous rigid barrier to underside of floor
assembly that is suitable to withstand weather, moisture, and pest
contact, and with a fire-resistance rating equal to the resistance
rating of the original floor assembly.
1. Insulation protected from
weather, pests, and
moisture.
4.0302.8h Sealing and Rodent Proofing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the rigid
protective barrier with compatible sealant.
2. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
3. Cover exposed corners of the rigid protective barrier with
reinforced hardware cloth or metal board bead.
1. Airtight, pest resistant
exterior.
4.0302.8i Weather-Resistant Barrier  SF  MF 
Specification Objective
1. Apply a weather-resistant barrier to the exposed side of the
insulation (e.g., exterior insulated finishing system and spray-on
roof waterproofing over foam).
1. Protect insulation from
weather, light and impact.
4.0302.8j Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0302.8k Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0302.9: Mobile Home: Blown Belly Insulation
Desired Outcome: Continuous, contiguous, safe, pest and weather resistant thermal boundary.
4.0302.9a Pre-Work Qualifications MH 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
3. Verify air and duct sealing is complete.
4. Verify that all plumbing is within the thermal boundary, or
insulated appropriately.
1. Ensure roof deck can be
safely insulated.
4.0302.9b Material Selection MH 
Specification Objective
1. Select insulation that:
• Has a flame spread and smoke development index of 25/450 or
less when tested in accordance with ASTM E84 or UL 723;
• Are of minimal water absorbency; and
• Are noncorrosive.
1. Select safe materials.
4.0302.9c Sealant Selection MH 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0302.9d Installation MH 
Specification Objective
1. Fill all belly cavities to full capacity and prescribed R-value
ensuring that all ductwork and plumbing has sufficient insulation
value to prevent condensation or freezing.
1. Continuous and contiguous
thermal boundary.
4.0302.9e Close Access Hole MH 
Specification Objective
1. Install closure system over all access holes that is weathertight,
patched with like materials that are stitch stapled and adhered to
the existing closure system with permanent adhesive, and meets
applicable fire safety codes.
1. Weathertight, durable, and
safe access closure.
4.0302.9f Insulation: Onsite Documentation MH 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness,
minimum settled thickness, installed R-value, and number of bags
installed.
1. Comply with 16 CFR 460.17
and document contract
compliance.
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4.0388: Unique Installations
4.0388.1: Foundation Skirting
Desired Outcome: Reduce pest, wind, and water intrusion while reducing conductive heat loss in floor
assembly.
4.0388.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
2. Verify that installation area is intact and structurally sound.
3. Verify air and duct sealing is complete.
4. Verify that all plumbing is within the thermal boundary, or
insulated appropriately.
1. Space is safe and prepared
for insulation.
4.0388.1b Material Selection  SF  MF 
Specification Objective
1. Select materials that are corrosion and rot resistant, compatible
with existing surfaces, and pest resistant.
2. Select materials that are rated for ground contact if they touch the
ground.
1. Select durable and pest-
resistant materials.
4.0388.1c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select durable, safe, and
pest-resistant sealants.
4.0388.1d General Preparation  SF  MF 
Specification Objective
1. Remove any existing skirting materials.
2. Remove any vegetation from installation area.
1. Installation area free of
obstructions.
4.0388.1e Coverage  SF  MF 
Specification Objective
1. Install skirting continuously around the entire perimeter of the
conditioned space.
1. Minimize pests, wind and
water intrusion, and
freezing of plumbing under
dwelling.
4.0388.1f Support  SF  MF 
Specification Objective
1. Install support material as needed to adequately support new
skirting to prevent failure under wind or snow loads but that allows
for expansion, contraction, and frost heaving.
1. Adequate yet flexible
support.

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4.0388.1g Fastening  SF  MF 
Specification Objective
1. Mechanically fasten all skirting in accordance with manufacturer’s
specifications using corrosion resistant materials.
1. Durable installation.
4.0388.1h Flashing  SF  MF 
Specification Objective
1. Install flashing that directs bulk water away from the dwelling and
to outside skirting.
2. Seal flashing to dwelling with compatible sealant.
1. Prevent water from entering
foundation space.
4.0388.1i Insulation  SF  MF 
Specification Objective
1. Install skirting that meets the prescribed R-value. 1. Reduce conductive heat loss
through floor assembly.
4.0388.1j Sealing and Rodent Proofing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, penetrations, etc. in the
skirting with compatible sealant.
2. Seal all exposed wood (e.g., paint, sealed, treated).
3. Stuff any gaps larger than ¼” with copper metal mesh or steel
wool prior to sealing.
1. Airtight, pest resistant
exterior.
4.0388.1k Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
Policy 4.04: Conditioned Subspaces
4.0401: Rim/Band Joist
4.0401.1: SPF Insulation
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement @
50Pa.
4.0401.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure roof deck can be
safely insulated.
4.0401.1b Material Selection  SF  MF 
Specification Objective
1. Select SPF that is between 0.5 and 2.0 lb/ft³ in density and has a
flame spread/smoke development index of 25/450 or less when
tested in accordance with ASTM E84 or UL 723.
1. Meet fire safety
requirements.
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4.0401.1c General Preparation  SF  MF 
Specification Objective
1. Remove existing insulation and vapor retarders from installation
area.
2. Install durable backing material over any escape holes in the air
barrier.
3. Ensure utility junctions remain accessible per local code
requirements.
1. Prevent condensation,
prevent SPF escape.
4.0401.1d Surface Preparation  SF  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.
4.0401.1e Installation  SF  MF 
Specification Objective
1. Apply SPF to prescribed R-value in a continuous layer from
subfloor surface, over band/rim joist and sill/wall plate, and in
contact with foundation or ceiling below using a pass thickness
maximum as indicated by manufacturer specifications.
2. Install to a thickness of least a class II vapor retarder or have at
least a class II vapor retarder coating or covering in direct contact
with the interior (or warm) side of the SPF.
1. Continuous pressure and
thermal boundary that
prevents moisture vapor
movement.
4.0401.1f Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. If foam is no more than 3¼” thick and the space is not
permanently habitable no thermal barrier is required.
2. If foam is thicker than 3¼”, doesn’t meet the flame and smoke
index, or is of less than 0.5 lb/ft³ density, separate foam from the
subspace with a suitable thermal barrier covering or coating as
indicated in manufacturer’s specifications and applicable building
code.
3. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0401.1g Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0401.2: Batt Insulation
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0401.2a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0401.2b Material Selection  SF  MF 
Specification Objective
1. Select batt insulation that has a class II vapor retarder facing and
that has a flame spread and smoke development index of 25/450
or less.
2. Select encapsulation material that is a permanent air barrier, a
class II vapor retarder, and has a smoke development index of 450
or less when tested in accordance with ASTM E84 or UL 723.
1. Select materials that are
fire safe and meet class II
vapor retarder requirement.
4.0401.2c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
1. Select safe and effective
sealants.
4.0401.2d General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials from
installation area.
1. Prevent condensation, align
thermal and pressure
boundary.
4.0401.2e Batt Insulation  SF  MF 
Specification Objective
1. Install batt insulation to prescribed R-value in every joist bay in full
contact with the rim/band joist air barrier and all sides of the
cavity without gaps, voids, compressions, or misalignments.
2. If batt contains a facing material install it toward the conditioned
space.
1. Continuous and contiguous
thermal boundary.
4.0401.2f Sealing  SF  MF 
Specification Objective
1. Seal each cavity airtight around the perimeter of faced batts or
around the perimeter of the encapsulation material.
1. Prevent air and moisture
movement in cavity.

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4.0401.2g Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0401.3: Rigid Insulation
Desired Outcome: Continuous, contiguous, and safe thermal boundary that prevents air movement
@ 50Pa.
4.0401.3a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed.
1. Ensure space can be safely
insulated.
4.0401.3b Material Selection  SF  MF 
Specification Objective
1. Select rigid insulation that:
• Is a class II vapor retarder; and
• Is between 0.5 and 2.0 lb/ft³ in density and has a flame
spread/smoke development index equal to or less than 25/450
when tested in accordance with ASTM E84 or UL 723.
1. Prevent condensation and
provide fire safe assembly.
4.0401.3c General Preparation  SF  MF 
Specification Objective
1. Remove any existing insulation or vapor barrier materials and
protrusions from installation area.
1. Prevent condensation,
uninterrupted installation
area.
4.0401.3d Batt Insulation  SF  MF 
Specification Objective
1. Install rigid insulation to prescribed R-value in every joist bay in
full contact with the rim/band joist air barrier and all sides of the
cavity without gaps, voids, or misalignments.
1. Continuous and contiguous
thermal boundary.
4.0401.3e Sealing  SF  MF 
Specification Objective
1. Seal each cavity airtight around the perimeter of the rigid
insulation.
1. Prevent air and moisture
movement in cavity.

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4.0401.3f Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. If foam is no more than 3¼” thick and the space is not
permanently habitable no thermal barrier is required.
2. If foam is thicker than 3¼”, doesn’t meet the flame and smoke
index, or is of less than 0.5 lb/ft³ density, separate foam from the
subspace with a suitable thermal barrier covering or coating as
indicated in manufacturer’s specifications and applicable building
code.
3. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0401.3g Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0402: Walls
4.0402.1: Closed Crawlspace - Non-Foam Insulation
Desired Outcome: Continuous, contiguous, pest and moisture resistant, and safe thermal boundary that
prevents air movement @ 50Pa.
4.0402.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed;
• Has a sealed class I vapor retarder installed over all bare
earth; and
• Has all bulk sources of moisture directed away from the
subspace walls (i.e. gutters, flashing, grading, drainage).
1. Ensure space can be safely
insulated.
4.0402.1b Material Selection  SF  MF 
Specification Objective
1. Select insulation that:
• Has a flame spread/smoke development index of 75/450 or
less when tested in accordance with ASTM E 84 or UL 723;
• Is, or include a facing that is, a class II vapor retarder; and
• Is non-absorbent.
1. Select fire safe and
moisture resistant
materials.

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4.0402.1c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low volatile organic compound (VOC) sealants for use
inside the pressure boundary that meet independent testing
and verification protocols.
1. Select safe and effective
sealants.
4.0402.1d General Preparation  SF  MF 
Specification Objective
1. Ensure wall vapor retarder will lap underneath the ground vapor
retarder connection to the foundation wall.
2. Remove any incomplete or unsealed vapor barrier from the
foundation wall.
1. Keep bulk water below
vapor retarder and prevent
condensation.
4.0402.1e Installation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in full contact with the
foundation wall from ceiling to floor with vapor retarder facing the
conditioned space.
1. Contiguous and continuous
thermal barrier.
4.0402.1f Attachment  SF  MF 
Specification Objective
1. Mechanically attach insulation to foundation wall. 1. Insulation remains in place.
4.0402.1g Sealing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, etc. of insulation and vapor
retarder layer with compatible sealant (i.e., tape, mastic,
adhesive).
2. Seal ground vapor retarder to the insulation vapor retarder with
the foundation vapor retarder lapped under the ground vapor
retarder.
1. Airtight insulation.
4.0402.1h Termite Inspection Gap  SF  MF 
Specification Objective
1. If termite pressure exists, maintain a 3” inspection gap from the
top of the insulation to the bottom of any wood.
1. Allow for termite detection.
4.0402.1i Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0402.2: Closed Crawlspace: Rigid Foam Insulation
Desired Outcome: Continuous, contiguous, pest and moisture resistant, and safe thermal boundary that
prevents air movement @ 50Pa.
4.0402.2a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed;
• Has a sealed class I vapor retarder installed over all bare
earth; and
• Has all bulk sources of moisture directed away from the
subspace walls (i.e. gutters, flashing, grading, drainage).
1. Ensure space can be safely
insulated.
4.0402.2b Material Selection  SF  MF 
Specification Objective
1. Select insulation that:
• Has a flame spread/smoke development index of 75/450 or
less when tested in accordance with ASTM E 84 or UL 723;
• Is, or include a facing that is, a class II vapor retarder; and
• Is non-absorbent.
1. Select fire safe and
moisture resistant
materials.
4.0402.2c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low volatile organic compound (VOC) sealants for use
inside the pressure boundary that meet independent testing
and verification protocols.
1. Select safe and effective
sealants.
4.0402.2d General Preparation  SF  MF 
Specification Objective
1. Ensure wall vapor retarder will lap underneath the ground vapor
retarder connection to the foundation wall.
2. Remove any incomplete or unsealed vapor barrier from the
foundation wall.
1. Keep bulk water below
vapor retarder and prevent
condensation.
4.0402.2e Surface Preparation  SF  MF 
Specification Objective
1. Remove any protrusions or impediments from the installation area
that prevent full contact of insulation with foundation wall surface.
1. Properly bonded rigid foam
installation.

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4.0402.2f Insulation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in a continuous layer in full
contact with the foundation wall from ceiling to floor.
2. If installing multiple layers, offset seams by a minimum of 12” and
seal the seams and joints of each layer before installing the next
layer.
1. Contiguous and continuous
thermal barrier.
4.0402.2g Attachment  SF  MF 
Specification Objective
1. Attach insulation with mechanical fasteners. 1. Insulation remains in place.
4.0402.2h Sealing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, etc. of insulation and vapor
retarder layer with compatible sealant (i.e., tape, mastic,
adhesive).
2. Seal ground vapor retarder to the insulation vapor retarder with
the foundation vapor retarder lapped under the ground vapor
retarder.
1. Airtight and vapor
controlled installation.
4.0402.2i Termite Inspection Gap  SF  MF 
Specification Objective
1. If termite pressure exists, maintain a 3” inspection gap from the
top of the insulation to the bottom of any wood.
1. Allow for termite detection.
4.0402.2j Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications and the applicable
building code.
3. If space is used for storage or occupancy, separate foam from the
space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0402.2k Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0402.3: Closed Crawlspace: SPF Insulation
Desired Outcome: Continuous, contiguous, pest and moisture resistant, and safe thermal boundary that
prevents air movement @ 50Pa.
4.0402.3a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed;
• Has a sealed class I vapor retarder installed over all bare
earth; and
• Has all bulk sources of moisture directed away from the
subspace walls (i.e., gutters, flashing, grading, drainage).
1. Ensure space can be safely
insulated.
4.0402.3b Material Selection  SF  MF 
Specification Objective
1. Select SPF insulation that:
• Has a flame spread/smoke development index of 75/450 or
less when tested in accordance with ASTM E 84 or UL 723;
• Is at least a class II vapor retarder; and
• Is closed cell.
1. Select fire safe and
moisture resistant
materials.
4.0402.3c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low volatile organic compound (VOC) sealants for use
inside the pressure boundary that meet independent testing
and verification protocols.
1. Select safe and effective
sealants.
4.0402.3d General Preparation  SF  MF 
Specification Objective
1. Ensure wall vapor retarder will lap underneath the ground vapor
retarder connection to the foundation wall.
2. Remove any incomplete or unsealed vapor barrier from the
foundation wall.
1. Keep bulk water below
vapor retarder and prevent
condensation.
4.0402.3e Surface Preparation  SF  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
1. Properly bonded SPF
installation.

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4.0402.3f Installation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in a continuous layer in full
contact with the foundation wall from ceiling to floor using a pass
thickness maximum in accordance with manufacturer
specifications.
2. Install SPF to a thickness of at least a class II vapor retarder.
1. Continuous thermal barrier
which prevents air and
moisture vapor movement.
4.0402.3g Sealing  SF  MF 
Specification Objective
1. Seal ground vapor retarder to the insulation vapor retarder with
the foundation vapor retarder lapped under the ground vapor
retarder.
1. Airtight insulation.
4.0402.3h Termite Inspection Gap  SF  MF 
Specification Objective
1. If termite pressure exists, maintain a 3” inspection gap from the
top of the insulation to the bottom of any wood.
1. Allow for termite detection.
4.0402.3i Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate foam from the
space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0402.3j Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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4.0402.4: Basements: Without Groundwater Leakage
Desired Outcome: Continuous, contiguous, moisture resistant, and safe thermal boundary that prevents
air movement @ 50Pa.
4.0402.4a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed;
• Has a sealed class I vapor retarder installed over all bare
earth; and
• Has all bulk sources of moisture directed away from the
subspace walls (i.e., gutters, flashing, grading, drainage).
1. Ensure space can be safely
insulated.
4.0402.4b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread/smoke development
index of 25/450 or less when tested in accordance with ASTM E 84
or UL 723 and is not water absorbent.
1. Fire safe and hydrophobic
insulation selected.
4.0402.4c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low volatile organic compound (VOC) sealants for use
inside the pressure boundary that meet independent testing
and verification protocols.
1. Select safe and effective
sealants.
4.0402.4d General Preparation  SF  MF 
Specification Objective
1. Remove any incomplete or unsealed vapor barrier from the
foundation wall.
1. Prevent condensation.
4.0402.4e Installation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in full contact with the
entire perimeter of foundation wall from ceiling to floor.
2. If insulation has a vapor retarder on only one side install it facing
the conditioned space.
1. Contiguous and continuous
thermal barrier.
4.0402.4f Attachment  SF  MF 
Specification Objective
1. Attach rigid or batt insulation with mechanical fasteners. 1. Insulation remains in place.

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4.0402.4g Sealing  SF  MF 
Specification Objective
1. Seal all seams, joints, connections, etc. of insulation on the
conditioned side of the assembly, or install a sealed air barrier on
the conditioned side of the insulation (e.g., drywall, luan).
1. Continuous air barrier on
heated side of assembly.
4.0402.4h Termite Inspection Gap  SF  MF 
Specification Objective
1. If termite pressure exists, maintain a 3” inspection gap from the
top of the insulation to the bottom of any wood.
1. Allow for termite detection.
4.0402.4i Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate foam from the
space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
4.0402.4j Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0402.5: Basements: With Groundwater Leakage
Desired Outcome: Continuous, contiguous, moisture resistant, and safe thermal boundary that prevents
air movement @ 50Pa.
4.0402.5a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that installation area is free of:
• Active water leaks, fuel leaks (i.e., gas, oil, propane), and pest
intrusions;
• Energized or undammed knob and tube wiring;
• Uncovered electrical junctions;
• Improperly terminated devices (ventilation fans, dryers,
plumbing stacks, condensate lines, combustion appliance
flues/chimneys, etc.);
• Unshielded high-temperature devices (non-IC rated recessed
lights, chimneys, flues, vents, etc.) unless they are zero
clearance devices; and
• Insulation escape openings.
2. Verify that installation area:
• Is intact, able to support insulation weight, and air sealed;
• Has a sealed class I vapor retarder installed over all bare
earth; and
• Has all bulk sources of moisture directed away from the
subspace walls (i.e., gutters, flashing, grading, drainage).
1. Ensure space can be safely
insulated.

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4.0402.5b Material Selection  SF  MF 
Specification Objective
1. Select insulation that has a flame spread/smoke development
index of 25/450 or less when tested in accordance with ASTM E 84
or UL 723 and is not water absorbent.
1. Fire safe and hydrophobic
insulation selected.
4.0402.5c Drainage  SF  MF 
Specification Objective
1. Install a continuous drainage plane at the interior surface of the
exterior basement wall or leave an airspace of at least ½” between
insulated wall assembly and foundation wall from the top of the
wall to a drainage field at the bottom of the wall or sub-slab that
drains to outdoors.
2. If foundation is rough (i.e., rubble, stone), install a waterproof
membrane to which insulation will adhere.
1. Remove bulk moisture from
interior surface of basement
wall.
4.0402.5d Installation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in a continuous boundary
around the entire perimeter of foundation wall from top of band
joist to floor, in contact with any waterproof membrane that exists
at the foundation wall.
1. Contiguous and continuous
thermal barrier.
4.0402.5e Termite Inspection Gap  SF  MF 
Specification Objective
1. If termite pressure exists, maintain a 3” inspection gap from the
top of the insulation to the bottom of any wood and if subslab
drainage is installed, perform termite treatment.
1. Allow for termite detection.
4.0402.5f Attachment  SF  MF 
Specification Objective
1. Attach rigid or batt insulation with mechanical fasteners or other
means that has a minimum service life of 20 years.
1. Insulation remains in place.
4.0402.5g Sealing  SF  MF 
Specification Objective
1. Install a continuous air barrier between the foundation and the
interior of the basement that spans from the slab to the subfloor
above.
2. Seal all seams, joints, connections, etc. of insulation on the
conditioned side or create an airtight wall assembly on the
conditioned side of the insulation.
1. Continuous air barrier on
heated side of assembly.
4.0402.5h Ignition and Thermal Barriers  SF  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, separate foam from
the space using a suitable ignition barrier covering or coating
according to manufacturer’s specifications.
3. If space is used for storage or occupancy, separate spray foam
from the space using a thermal barrier material (e.g., ½” gypsum
wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.

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4.0402.5i Vapor Barrier  SF  MF 
Specification Objective
1. Do not install a vapor retarder layer on either side of the wall (e.g.,
vinyl wallpaper, polyethylene, latex paint).
1. Allow wall to dry to the
interior.
4.0402.5j Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
4.0403: Slabs
4.0403.1: Raised and On-Grade Slab Edge Insulation
Desired Outcome: Durable, pest-resistant, thermal break between the slab edge and outdoors.
4.0403.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify all bulk sources of moisture have been directed away from
the slab (i.e., gutters, flashing, grading, drainage).
2. Wall sill plate and slab edge penetration air sealing is completed.
3. No active pest intrusions exist.
1. Ensure space can be safely
insulated.
4.0403.1b Material Selection  SF  MF 
Specification Objective
1. Select insulation that is rated for ground contact and is a class I
vapor retarder.
1. Durable insulation selected.
4.0403.1c Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• Are low volatile organic compound (VOC) sealants for use
inside the pressure boundary that meet independent testing
and verification protocols.
1. Select safe and effective
sealants.
4.0403.1d General Preparation  SF  MF 
Specification Objective
1. Prepare slab edge to receive insulation and/or sealing materials
per manufacturer specifications.
1. Surface ready for insulation
and sealant.
4.0403.1e Excavation  SF  MF 
Specification Objective
1. Excavate slab edge to prescribed depth and width for installation
while avoiding undermining slab footing or damaging underground
utilities or drainage.
2. Protect excavation from weather until restored to original condition
(e.g., density, drainage function).
1. Provide installation access
and protect slab and
utilities from damage.
4.0403.1f Installation  SF  MF 
Specification Objective
1. Install insulation to prescribed R-value in contact with the slab
edge, without voids, compressions, or misalignments and tight to
any utilities penetrating the slab edge insulation.
1. Continuous and contiguous
thermal boundary.

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4.0403.1g Flashing  SF  MF 
Specification Objective
1. Install continuous and permanent flashing to direct water away
from the foundation and slab edge insulation.
1. Direct bulk moisture away
from slab insulation.
4.0403.1h Protective Covering  SF  MF 
Specification Objective
1. Cover exposed insulation with a durable, rigid, and pest-resistant
material.
1. Protect insulation from
weather and impact.
4.0403.1i Sealing and Pest Protection  SF  MF 
Specification Objective
1. Seal all slab edge penetrations using a compatible sealant.
2. Stuff any gaps 1⁄4” or greater with copper or stainless-steel mesh
prior to sealant application.
1. Airtight and pest-resistant
slab edge.
4.0403.1j Termites  SF  MF 
Specification Objective
1. Preserve existing termite treatment and inspection gaps as
required by applicable codes.
1. Prevent pest entry and
maintain applicable
warranties.
4.0403.1k Back Fill  SF  MF 
Specification Objective
1. Restore excavated earth and grade to drain bulk moisture away
from foundation.
1. Preserve the drainage plane
of the slab edge.
4.0403.1l Insulation: Onsite Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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Chapter 5: Heating and Cooling
Policy 5.01: Forced Air Systems
5.0101: Controls
5.0101.1: Thermostat Replacement
Desired Outcome: Properly functioning and more efficient system.
5.0101.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that sufficient number of thermostat wires is available to
meet the needs of the replacement unit and the existing system.
1. Sufficient wiring exists.
5.0101.1b Thermostat Selection  SF  MH  MF 
Specification Objective
1. Select a double-setback programmable thermostat that allows for
full functionality of the installed system (supplementary heat,
emergency heat, fan only, ventilation control, etc.).
1. Versatile programmable
thermostat that correctly
matches system.
5.0101.1c Thermostat Location  SF  MH  MF 
Specification Objective
1. Install thermostat where it accurately reflects the temperature and
humidity of the zone which it controls (i.e., not exposed to
extreme temperatures, radiant heat sources, warm/cold walls, or
drafts).
1. Temperature and humidity
measurements accurate for
space controlled.
5.0101.1d Heat Pump Considerations  SF  MH  MF 
Specification Objective
1. Connect supplementary heat to second-stage heating terminal in
accordance with manufacturer specifications.
2. Install and connect outdoor temperature sensor that is compatible
with the thermostat in accordance with manufacturer
specifications.
3. Calculate and select an optimum thermal balance point for
supplementary heat operation in accordance with ANSI/ACCA
Manual S and manufacturer specifications.
1. Prevent supplementary heat
operation when heat pump
can meet heating load.
5.0101.1e Installer Programming  SF  MH  MF 
Specification Objective
1. Program the thermostat to match the equipment and control board
settings per manufacturer specifications.
2. Set time delay for fan start in accordance with manufacturer
specifications and as appropriate for the climate zone (e.g., no
time delay for hot humid climates, longer time delay for cold
climates).
3. Program the thermostat setbacks to a schedule that
accommodates the occupant and reduces overall run time.
1. Thermostat setup to
operate existing system
correctly.
5.0101.1f Penetrations  SF  MH  MF 
Specification Objective
1. Seal penetrations for control wiring with a durable sealant (e.g.,
caulk, silicone) that complies with applicable fire safety code.
1. Minimize air leakage,
prevent pest intrusion,
increase temperature
measurement accuracy.

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5.0101.1g Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions and installer contact
information.
1. Control instructions
available for occupant and
installer.
5.0102: Condensate
5.0102.1: Condensate Removal
Desired Outcome: Remove appliance condensation from building and prevent damage to structure.
5.0102.1a Condensate Disposal  SF  MH  MF 
Specification Objective
1. Convey all condensate from all cooling coils, condensing furnaces,
etc. to the exterior of the building.
2. Condensate from condensing furnaces must first pass through a
neutralizer if using waste lines for disposal.
1. Condensate safely drained
to exterior.
5.0102.1b Connections  SF  MH  MF 
Specification Objective
1. Seal all piping that conveys condensate. 1. Leak free condensate
piping.
5.0102.1c Slope  SF  MH  MF 
Specification Objective
1. Install condensate piping with not less than ⅛” per foot (1% slope)
towards the termination point.
1. Condensate drains toward
termination.
5.0102.1d Vents and Traps  SF  MH  MF 
Specification Objective
1. Install vents and traps on condensate drain lines in accordance
with manufacturer specifications and applicable building code and
in a manner that allows for cleaning of condensate lines without
cutting the existing pipe.
1. Condensate drain operates
as intended.
5.0102.1e Secondary Drain Pan  SF  MH  MF 
Specification Objective
1. Install a secondary drain pan under all condensing appliances
installed in or above conditioned space and where water damage
may occur to the structure.
2. Install an independent condensate drain for the secondary drain
pan that drains to a visible termination location.
3. Slope drain pan towards the condensate drain.
1. Prevent water damage to
dwelling.
5.0102.1f Float Switches  SF  MH  MF 
Specification Objective
1. Install a float switch in the primary and secondary drain pan that is
interlocked with the system power circuit and will break the circuit
when drainage fails to remove condensate.
1. Stop system operation if
condensate is not draining.
5.0102.1g Insulation  SF  MH  MF 
Specification Objective
1. When there is potential for condensation or freezing of the drain
line, insulate condensate drain lines to a minimum of R-4 with
insulation that contains a Class II or greater vapor retarder.
1. Prevent freezing and
condensation on pipes.

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5.0102.1h Pumps  SF  MH  MF 
Specification Objective
1. Install condensate drain pumps when condensate cannot be
drained by gravity.
1. Convey condensate to
exterior without gravity
assistance.
5.0102.1i Exterior Termination  SF  MH  MF 
Specification Objective
1. If termination of condensate drain is to the outdoors, direct it
downwards with an elbow fitting at the end of the exterior
termination.
1. Condensate drains to
exterior and away from
building.
5.0103.1: Refrigerant Loop
5.0103.1: Refrigerant Lines
Desired Outcome: Leak free, safe, efficient, effective, and compliant refrigerant line installation.
5.0103.1a Material Selection  SF  MH  MF 
Specification Objective
1. Select only manufacturer and code approved (e.g., IRC, IMC)
refrigerant lines, fittings, etc..
1. Choose safe and compliant
materials.
5.0103.1b Sizing  SF  MH  MF 
Specification Objective
1. Size refrigerant lines in accordance with manufacturer
specifications for the installed equipment.
1. Piping moves appropriate
volume of refrigerant
without increasing
compressor load.
5.0103.1c Installation  SF  MH  MF 
Specification Objective
1. Install refrigerant lines without kinks, crimps, or excessive bends.
2. Route lines in a manner that protects it from damage by workers
and occupants.
3. Join lines using manufacturer-approved method(s).
4. Install proper filter dryer(s) on all systems.
5. Install P-traps on suction line risers that are greater than 10’ in
height.
6. Use manufacturer specifications to determine appropriate lengths
and elevations of refrigerant lines between condensing units and
indoor coils.
1. Durable, safe piping that
moves appropriate volume
of refrigerant and protects
compressor functionality.
5.0103.1d Insulation  SF  MH  MF 
Specification Objective
1. Insulate all suction lines to a minimum of R-4 with an insulation
that is a class II or better vapor retarder.
2. Insulate all high-pressure lines that passthrough spaces where
condensation may occur to a minimum of R-4 with an insulation
that is a class II or better vapor retarder.
3. Seal all seams, joints, etc. of insulation using compatible material
(e.g., tape).
4. Install UV-resistant insulation on exterior lines or protected
insulation from UV degradation.
1. Prevent excessive heat
gain, condensation and UV
degradation.
5.0103.1e Support  SF  MH  MF 
Specification Objective
1. Secure and support refrigerant lines according to applicable code
and in a manner that protects the line from damage by workers or
occupants.
1. Prevent excessive line
movement.
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5.0103.1f Protection  SF  MH  MF 
Specification Objective
1. If refrigerant lines are installed where they may be contacted by
vehicles, people, tree limbs, etc., install a rigid sleeve or pipe duct
over them that provides adequate impact protection.
1. Lines protected from impact
damage.
5.0103.1g Locking Refrigerant Caps  SF  MH  MF 
Specification Objective
1. Install locking refrigerant caps on all refrigerant access ports. 1. Protect occupants and the
environment from
unintentional refrigerant
discharge or theft.
5.0103.2: Refrigerant Charge
Desired Outcome: Properly charged system.
5.0103.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Before adjusting refrigerant to system verify that:
• System is leak free;
• Air flow of system is correct; and
• Indoor and outdoor temperatures are within allowable range
for refrigerant charge testing.
1. Prevent inaccurate
refrigerant charging.
5.0103.2b Charge  SF  MH  MF 
Specification Objective
1. Base refrigerant charge on manufacturer specifications for the
equipment being serviced.
2. Weigh in calculated refrigerant charge if outdoor conditions prevent
accurate pressure measurements according to manufacturer
specifications.
1. Accurate refrigerant charge.
5.0103.2c Documentation  SF  MH  MF 
Specification Objective
1. Provide occupant/owner with refrigerant charge documentation
according to ANSI/ACCA Standard 5 (HVAC Quality Installation).
1. Provide occupant and
service technicians with
previous refrigerant charge
information.
5.0103.3: Thermostatic Expansion Valve
Desired Outcome: Ensure TXV operates as designed.
5.0103.3a Material Selection  SF  MH  MF 
Specification Objective
1. Select properly sized and configured TXV based on manufacturer
specifications.
1. Select efficient and
compatible components.
5.0103.3b Replacement  SF  MH  MF 
Specification Objective
1. Install in compliance with manufacturer specifications. 1. Safe and efficient system
operation.
5.0103.4: Compressors
Desired Outcome: Safe, efficient, and durable compressor operation.
5.0103.4a Sizing MF 
Specification Objective
1. Size compressor based on equipment manufacturer specifications
and ASNI/ACCA Standard 5 QI (HVAC Quality Installation
Specification).
1. Properly sized compressor.
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5.0103.4b Location MF 
Specification Objective
1. Locate new compressor on a stable and level surface with
adequate ventilation as required by manufacturer specifications.
1. Durable, stable, and
effective location selected.
5.0103.4c Refrigerant Piping MF 
Specification Objective
1. Size refrigerant lines to match compressor manufacturer
specifications and desired return velocities.
2. Install new filter dryers when installing new compressors.
3. Install P-type oil traps at the base of suction line risers and
inverted P-type oil traps at the top of risers.
4. Slope horizontal runs 1” per 20’ toward the compressor.
5. Install vibration absorbers in accordance with manufacturer
specifications.
6. Route refrigerant piping so as not to inhibit service access to
compressor or associated equipment.
1. Piping installed to ensure
proper oil return, proper
operation, and not interfere
with normal maintenance or
service procedures.
5.0103.4d Electrical MF 
Specification Objective
1. Install field wiring in accordance with applicable codes (i.e., NFPA
70) ensuring proper voltage, frequency, and phase coincide with
the nameplate.
1. Equipment operates safely
and as designed.
5.0104: Duct Installation
5.0104.1: New Duct Components
Desired Outcome: Efficient, quiet, and optimal air flow, provided through safe, durable, and sealed ducts
that do not have visible air leakage @ 25 PA.
5.0104.1a Material Selection  SF  MF 
Specification Objective
1. Select insulation:
• With a flame spread and smoke development index of 25/50
when tested in accordance with ASTM E84 or UL 723 and that
includes an exterior vapor retarder layer.
2. Select duct materials:
• With a flame spread of no more than 25 when tested in
accordance with ASTM E84 or UL 723 and that are UL 181,
SMACNA, NAIMA approved or conform to ASTM A653.
1. Select durable and safe
materials.
5.0104.1b General Preparation  SF  MF 
Specification Objective
1. Remove all old ductwork and duct insulation from the premises. 1. Old duct materials disposed
of off premises.
5.0104.1c Duct Design: Single and Multi-Family (2-4) Units  SF  MF 
Specification Objective
1. Design residential duct systems using friction charts and
ANSI/ACCA Manual D (Residential Duct Systems) or equivalents.
2. Do not use building cavities as ductwork under any situation.
3. Route ducts so that standard service and repair to the building and
its systems does not damage the ducts.
1. Maximize air flow.

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5.0104.1d Termination Design: Single and Small Multi-Family
(2-4) Units  SF  MF 
Specification Objective
1. Design supply terminations to be capable of delivering air with the
proper speed and throw to cover the entire space they serve and
that do not produce noticeable flow noise when system is operating
at full speed.
2. Design return grille gross area to be equal to or larger than return
box.
1. Appropriate level of air
mixing, air flow, and
occupant comfort.
5.0104.1e Protection  SF  MF 
Specification Objective
1. During renovation or construction, block registers, grilles, and
diffusers with a durable material.
2. Do not use duct system until construction is finished.
1. Protect equipment and
ducts from damage and
debris collection.
5.0104.1f Exterior Duct Construction  SF  MF 
Specification Objective
1. For exterior ducts (i.e., exposed to outdoors), use duct material
that meets the following criteria:
• Insulation level of R-12 or greater;
• Includes a weatherproof barrier that is resistant to ultraviolet
light damage; and
• Will not be damaged by weather.
1. Prevent condensation,
reduce thermal loss or gain,
protected from elements.
5.0104.1g Plenums  SF  MF 
Specification Objective
1. When a 90° turn is required in the plenum, use radius elbow
fittings or square fittings with turning vanes.
2. Supply plenum must be the same size or larger than the air
handler supply opening.
3. If equipment is installed on top of the return plenum, plenum
platform must independently support the weight of the equipment.
1. Minimize static pressure
and maximize air flow.
5.0104.1h Reducers  SF  MF 
Specification Objective
1. Install reducers between sections of different size ducts in
accordance with existing standards based on duct material (e.g.,
SMACNA, NAIMA).
1. Minimize static pressure
and maximize air flow.
5.0104.1i Supply Branches  SF  MF 
Specification Objective
1. Install runs as short as possible. 1. Minimize static pressure
and maximize air flow.
5.0104.1j Take-Offs  SF  MF 
Specification Objective
1. Install take-offs onto the trunk in accordance with duct
construction standards (SMACNA).
2. Install take-offs using mechanical fasteners for all applications.
3. Take-offs that create high turbulence will not be used (e.g., elbows
with integrated dampers, scoops).
1. Minimize static pressure
and maximize air flow.

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5.0104.1k Flexible Ducts  SF  MF 
Specification Objective
1. Install flexible duct as straight as possible and fully stretched
without unnecessary sagging, crimping, or bends.
2. Do not bend flexible duct more than 45° without using a rigid
elbow.
3. Use a rigid connector when joining two pieces of flexible duct
together.
1. Minimize static pressure
and maximize air flow.
5.0104.1l Boots  SF  MF 
Specification Objective
1. Use boots with a directional collar (e.g., 45° elbow) whenever
ducting turns directly after the boot connection.
2. If using straight boots, connect an elbow to the boot before
connecting the duct.
3. Do not connect flexible duct directly to a straight boot if it turns
more than 15° within 6’ of boot connection.
1. Minimize static pressure
and maximize air flow.
5.0104.1m Fire Protection  SF  MF 
Specification Objective
1. Install fire dampers and ductwork in accordance with applicable fire
code.
2. Install smoke alarms inside duct plenums that convey more than
2,500 CFM.
3. Seal ductwork penetrations through fire rated surfaces according
to applicable code requirements for the surface.
1. Meet applicable fire code
and provide functional
smoke detection.
5.0104.1n Air Filtration  SF  MF 
Specification Objective
1. Install accessible filter grills that have no air bypass around the
filters.
2. Install filter slot covers to prevent return air leakage.
3. Avoid filters with high static pressure drop unless system is
designed for them.
1. Protect equipment from dirt
and debris and allow proper
airflow.
5.0104.1o Room Pressure Balancing  SF  MF 
Specification Objective
1. Room-to-room pressure differences shall not exceed 3 PA with the
air handler running.
2. Install appropriate means of pressure balancing if necessary (e.g.,
transfer grilles, jumper ducts, individual room returns).
1. Unrestricted air flow,
minimize shell leakage
caused by duct system,
prevent interference with
combustion appliance
function.
5.0104.1p Sealing  SF  MF 
Specification Objective
1. Seal all ducts in accordance with SWS Subtopic “Duct Sealing”.
2. Seal ductwork penetrations through interior walls with a durable
and compatible sealant (e.g., caulk, silicone).
1. Visibly sealed ducts and
penetrations.
5.0104.1q Fastening  SF  MF 
Specification Objective
1. Fasten duct connections in accordance with SWS detail “Duct
Repair: Mechanical Fastening”.
1. Durable duct connection.
5.0104.1r Support  SF  MF 
Specification Objective
1. Support ducts in accordance with SWS detail “Duct Repair: Duct
Support”.
1. Durably supported ducts.
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5.0104.1s Insulation  SF  MF 
Specification Objective
1. Insulated ducts in accordance with SWS Detail “General Duct
Insulation”.
1. Properly insulated and
condensation resistant
ducts.
5.0104.1t Manual Volume Dampers  SF  MF 
Specification Objective
1. Install dampers as close to the trunk as possible and in accessible
locations to the fullest extent possible.
1. Volume dampers are
accessible after interior
finishes are installed.
5.0105: Duct Repair
5.0105.1: Mechanical Fastening
Desired Outcome: Ducts securely fastened.
5.0105.1a Metal to Metal  SF  MH  MF 
Specification Objective
1. Fasten ducts with a minimum of three equally spaced galvanized or
stainless-steel mechanical fasteners.
1. Durable joints.
5.0105.1b Flex to Metal  SF  MH  MF 
Specification Objective
1. Fasten ducts with UL 181 approved tie bands using a tie band
tensioning tool.
1. Durable and sealed joints.
5.0105.1c Flex to Flex  SF  MH  MF 
Specification Objective
1. Install a rigid metal coupling of the same size as the flex duct
between the two sections.
2. Fasten both joints with UL 181 approved tie bands using a tie band
tensioning tool.
1. Durable flex duct
connections.
5.0105.1d Duct Board to Duct Board  SF  MH  MF 
Specification Objective
1. Cut duct board edges to create an overlapping joint on all contact
surfaces.
2. Fasten joints with outward clinching (stitch) staples spaced every
2”.
3. Cover joint with UL 181 rated mastic embedded fiber tape and
additional mastic that laps at least 1” past the edges of the tape on
all sides.
1. Durable and sealed joints.
5.0105.1e Duct Board to Flexible Duct  SF  MH  MF 
Specification Objective
1. Install a metal take-off collar on the duct board specifically
designed for the thickness of the duct board.
2. Bend all finger tabs down securely so collar shank is firmly seated
against the exterior surface.
3. Attach flexible duct to collar with UL 181 approved tie bands using
a tie band tensioning tool.
1. Durable take-off duct
attachment.
5.0105.1f Duct Board to Metal  SF  MH  MF 
Specification Objective
1. Fasten duct board to metal duct using metal channel and
mechanical fasteners spaced evenly on all sides.
2. Cover connection joint with UL 181 rated mastic embedded fiber
tape and additional mastic that laps at least 1” past the edges of
the tape on all sides.
1. Durable and sealed duct
connection.
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5.0105.1g Duct Board Plenum to Air Handler Cabinet  SF  MH  MF 
Specification Objective
1. Fasten duct board to air handler cabinet using metal channel
fastened with screws spaced a maximum of 6” with the duct board
sandwiched between the channel flanges.
2. In upflow air handler connections, install a flexible connection
between supply plenum and unit that does not reduce the inside
dimensions of the duct.
1. Durable connection that
reduce duct vibration and
optimize airflow.
5.0105.1h Duct Boot to Subfloor  SF  MH  MF 
Specification Objective
1. Fasten boot to wood using a minimum of 1 stainless steel or
galvanized fastener per side.
1. Durable boot to subfloor
connection.
5.0105.1i Duct Boot to Gypsum  SF  MH  MF 
Specification Objective
1. If accessible, fasten a boot hanger to adjacent framing with
mechanical fasteners.
2. Connect boot to hanger with mechanical fasteners.
3. If inaccessible, fasten boot to gypsum with UL 181 rated fiber tape
and mastic.
1. Durable boot to gypsum
connection.
5.0105.1j Metal Plenum to Air Handler Cabinet  SF  MH  MF 
Specification Objective
1. Install a flexible connection between plenum and unit that does not
reduce the inside dimensions of the duct.
2. Fasten plenum on all sides with mechanical fasteners spaces no
more than every 6”.
1. Durable joints that reduce
duct vibration and optimize
airflow.
5.0105.2: Duct Support
Desired Outcome: Ducts properly and durably supported.
5.0105.2a Flex Duct and Duct Board Support  SF  MH  MF 
Specification Objective
1. Support flexible and duct board ducts and plenums with 1½” wide
or greater material, installed every 4’ or less, without crimping or
pinching the ductwork or reducing the interior dimensions.
2. Ducts must never contact the ground.
1. Ducts securely supported
without causing interior
dimensions to be reduced
or allowing moisture
damage.
5.0105.2b Metal Duct Support  SF  MH  MF 
Specification Objective
1. Support metal ducts with ½” wide or greater 18-gauge metal
straps, 12-gauge galvanized wire, or metal rods every 10’ or less.
2. Ducts must never contact the ground.
1. Ducts securely supported
and protected from
corrosion.
5.0105.2c Plenum Support  SF  MH  MF 
Specification Objective
1. Support upflow supply plenums or downflow return plenums
independently from the air handler attachment.
1. Prevent plenum sagging or
excessive movement.
5.0105.3: Crossover Duct Repair or Replacement
Desired Outcome: Durable and effective crossover duct installation.
5.0105.3a General Preparation MH 
Specification Objective
1. Remove previously existing duct materials from installation area
that are damaged or wet.
2. Prepare trunk surface to accept new installation and sealants.
1. Prepare installation area
and remove damaged
materials.
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5.0105.3b Duct Materials MH 
Specification Objective
1. Use only rigid ducts of 26 gauge or greater for crossover
connections in subspaces (i.e., crawlspaces, belly area).
2. In attics, if sufficient space is not available for rigid duct
installation, UL 181 approved flexible duct may be used.
1. Select durable materials
that maximize airflow.
5.0105.3c Rigid Transition MH 
Specification Objective
1. Install a rigid metal transition (e.g., rigid elbow) for all changes in
airflow direction that is the same size as the crossover duct and is
positioned towards the direction of flow.
1. Maximize airflow.
5.0105.3d Duct Connections MH 
Specification Objective
1. Fasten duct connections in accordance with SWS detail “Duct
Repair: Mechanical Fastening”.
1. Durable duct connection.
5.0105.3e Duct Support MH 
Specification Objective
1. Support ducts in accordance with SWS detail “Duct Repair: Duct
Support”.
1. Durably supported ducts.
5.0105.3f Insulation MH 
Specification Objective
1. Install insulation to a minimum of R-8 that includes a vapor
retarder layer.
1. Insulated duct that
prevents condensation.
5.0105.3g Sealing MH 
Specification Objective
1. Seal all crossover ducts in accordance with SWS Subtopic “Duct
Sealing”.
1. Minimize duct leakage at 25
PA.
5.0105.4: Replace Return Air Systems That Use Building Cavities
Desired Outcome: Effective, efficient, safe, and durable return air system.
5.0105.4a Material Selection MH 
Specification Objective
1. Select duct materials:
• With a flame spread of no more than 25 when tested in
accordance with ASTM E84 or UL 723 and that are UL 181,
SMACNA, or NAIMA approved or conform to ASTM A653.
1. Select durable and safe
duct materials.
5.0105.4b Close Existing Return Air Openings MH 
Specification Objective
1. Close and seal existing return air openings in accordance with SWS
detail for “Duct Repair: Mechanical Fastening” and SWS Subtopic
“Duct Sealing”.
1. Reduce air leakage and
improve indoor air quality.
5.0105.4c Alternate Return Air Path MH 
Specification Objective
1. Provide alternate return air opening to the furnace closet (e.g.,
louvered door or install grilles).
2. Net free air flow must minimally meet manufacturer specifications
for the installed equipment.
1. Ensure sufficient return air
is provided to the system.

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5.0105.4d Sealing MH 
Specification Objective
1. Seal entire return cavity with durable materials and UL 181
approved mastic and mesh tape (i.e., no foam allowed inside
return systems).
1. Minimize return leakage.
5.0105.4e Filtration MH 
Specification Objective
1. Provide accessible filter grill and filter with no air bypass of the
filter.
1. Provide return air filtration
without air bypass.
5.0105.5: Replace Mobile Home Duct Boots
Desired Outcome: Durable duct boot installation that prevents duct leakage @ 25 PA.
5.0105.5a Material Selection MH 
Specification Objective
1. Use a minimum of 28 gauge galvanized or aluminum sheet metal
to build new boots.
1. Durable material selected.
5.0105.5b Boot Construction MH 
Specification Objective
1. Build boot ⅛” smaller in width than the opening in the main duct
trunk and a minimum of 2” longer than the distance between the
top of the duct trunk and the top of the subfloor.
2. Bend a ½” wide outward facing lip on all sides of the top facing end
of the boot.
3. Cut 1” wide tabs in the bottom 1½” of the sheet metal boot that
will fold under into the duct trunk.
1. Boot fits in trunk and allows
firm connection to both
subfloor and trunk line.
5.0105.5c Boot Installation MH 
Specification Objective
1. Install boot into subfloor register hole aligning sheetmetal tabs
with the interior of the duct trunk register hole until the outward
facing lip on the top of the boot is firmly in contact with the
subfloor surface.
2. Fold all tabs up into the duct trunk so that the boot is firmly in
contact on both the top of the subfloor and the inside top of the
duct trunk line.
1. Secure and snug boot
installation.
5.0105.5d Mechanical Fastening MH 
Specification Objective
1. Attach all four sides of the boot to the subfloor using galvanized or
stainless-steel fasteners.
1. Prevent excessive duct boot
movement.
5.0105.5e Sealing MH 
Specification Objective
1. Seal the boot to the interior of the trunk line using UL 181
approved mesh tape and mastic.
2. Seal the seam, joints, and any gaps in the boot using UL 181
approved mesh tape and mastic.
3. Sealant will not be visible beyond edges of the register cover.
1. Tightly sealed boot to trunk
connection.
5.0105.5f Registers MH 
Specification Objective
1. Allow sealing materials to dry before replacing register cover.
2. Register must be easily removable by the occupant.
1. Occupant accessible boots
that are aesthetically
pleasing.

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5.0106: Duct Sealing
5.0106.1: General Duct Sealing
Desired Outcome: Ducts sealed to prevent air leakage without interfering with volume or fire damper
operation.
5.0106.1a Sealant Selection  SF  MH  MF 
Specification Objective
1. Select only UL 181 approved materials that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials; and
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers).
2. Select low volatile organic compound (VOC) sealants for use inside
the pressure boundary that meet independent testing and
verification protocols.
1. Select durable and safe
duct sealant.
5.0106.1b Access Ducts  SF  MH  MF 
Specification Objective
1. Clear surrounding insulation to expose joints being sealed, salvage
for reuse if possible.
4. If duct must be cut open to gain access, position the hole to make
repair with appropriate materials feasible.
1. Gain access while
maintaining insulation
value.
5.0106.1c Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove loose debris using a vacuum.
2. Remove any substance that will prevent sealant adhesion (tape,
oil, etc.) using appropriate solvent.
1. Sealant adheres to surface.
5.0106.1d Securely Fasten Ducts  SF  MH  MF 
Specification Objective
1. Securely fasten all duct connections using appropriate mechanical
fasteners according to the SWS detail “Ducts: Mechanical
Fastening”.
1. Prevent catastrophic duct
sealing failure.
5.0106.1e General Sealing  SF  MH  MF 
Specification Objective
1. Seal all accessible seams, cracks, joints, holes, and penetrations of
duct system.
2. Select method according to physical leak size.
1. Eliminate duct leakage.
5.0106.1f Seal Leaks Less than ¼”  SF  MH  MF 
Specification Objective
1. Seal leaks less than ¼” using fiberglass mesh and mastic.
2. Mastic alone is acceptable for holes less than ⅛” in size that are
more than 10’ from air handler if static operating pressure is less
than 1” of Water Column.
1. Eliminate minor duct
leakage.
5.0106.1g Seal Leaks between ¼” and ¾”  SF  MH  MF 
Specification Objective
1. Seal leaks between ¼” and ¾” using a two-stage process:
• Install temporary tape as a backing material; and
• Seal with fiberglass mesh and mastic that extends at least 1”
past the temporary tape on all sides.
1. Eliminate major duct
leakage.

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5.0106.1h Seal Leaks Greater than ¾”  SF  MH  MF 
Specification Objective
1. Repair leaks larger than ¾” using a rigid duct patch.
2. Mechanically fasten patch before applying mastic.
3. Install fiberglass mesh and mastic over the seam, overlapping
repair joint by at least 1” on all sides.
1. Eliminate catastrophic duct
leakage.
5.0106.1i Duct Boots  SF  MH  MF 
Specification Objective
1. Seal gaps between boot and surface connections using fiberglass
mesh tape and mastic or appropriate flexible caulking.
2. Ensure sealant is dry before reinstalling the register.
3. Ensure the register can be removed and reinstalled by the dwelling
occupant.
1. Eliminate duct leakage
around duct boot
connections but maintain
boot access.
5.0106.1j Air Handler Jacket  SF  MH  MF 
Specification Objective
1. Seal any joints, cracks, and holes that are not gasketed or
weatherstripped and are not needed for proper function or service
of the unit using removable sealant (e.g., foil tape, gaskets, etc.).
1. Eliminate air handler
leakage.
5.0106.1k Filter Slot  SF  MH  MF 
Specification Objective
1. Seal the filter slot with a durable, client removable filter slot cover
(e.g., magnetic strip).
1. Eliminate duct leakage at
air filter location without
inhibiting access to filter.
5.0106.2: Duct Sealing: SPF
Desired Outcome: Ducts safely sealed to prevent air leakage.
5.0106.2a Material Selection  SF  MH  MF 
Specification Objective
1. Select SPF that has a flame spread and smoke development index
of 25/450 or less when tested in accordance with ASTM E84 or UL
723 at its installed thickness.
1. Select fire safe insulation.
5.0106.2b Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
3. Cover all holes, cracks, gaps, etc. where SPF may enter the interior
of the duct with a temporary backing material (e.g., foil tape).
1. Properly bonded SPF only
on the exterior of ducts.
5.0106.2c Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to the prescribed R-value in a continuous layer over
entire exterior duct surface using a pass thickness maximum in
accordance with manufacturer specifications.
2. No SPF may be installed on ducts inside the thermal boundary.
1. Airtight ducts that do not
threaten indoor air quality.

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5.0106.2d Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, foam will be
separated from the space using a suitable ignition barrier covering
or coating according to manufacturer’s specifications.
3. If space is used for storage or occupancy, spray foam will be
separated from the space using a thermal barrier material (e.g.,
½” gypsum wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.
5.0106.3: Duct Sealing: Proprietary Spray Application
Desired Outcome: Ducts safely sealed to prevent air leakage.
5.0106.3a Material Selection  SF  MH  MF 
Specification Objective
1. Select sealant that is UL 181 approved. 1. Select safe and effective
sealant.
5.0106.3b Surface Preparation  SF  MH  MF 
Specification Objective
1. Prepare the installation surface in accordance with manufacturer
specifications.
1. Sealant fully bonded with
installation surface
5.0106.3c Installation  SF  MH  MF 
Specification Objective
1. Install sealant in accordance with manufacturer specifications and
UL 181, NFPA 90A, and NFPA 90B.
1. Airtight and compliant duct
seal.
5.0107: Duct Insulation
5.0107.1: General Duct Insulation
Desired Outcome: Properly insulated and condensation resistant ducts.
5.0107.1a Material Selection  SF  MH  MF 
Specification Objective
1. Select insulation with a flame spread and smoke development
index of 25/50 when tested in accordance with ASTM E84 or UL
723.
2. Select insulation that includes an exterior vapor retarder layer.
1. Select durable and safe
materials that prevent
condensation.
5.0107.1b General Preparation  SF  MH  MF 
Specification Objective
1. Remove damaged or wet duct insulation from premises.
2. Verify ductwork is sealed before insulating.
1. Damaged materials are
properly disposed and
ductwork sealed before
insulating.
5.0107.1c Insulation Value  SF  MH  MF 
Specification Objective
1. Insulate all ducts outside the thermal boundary to a minimum of
R-8.
2. Insulate all ducts exposed to the exterior to a minimum of R-12.
1. Location appropriate
insulation value.

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5.0107.1d Attachment  SF  MH  MF 
Specification Objective
1. Secure blanket insulation in full contact with the duct surface using
mechanical fasteners (e.g., stick pins, metal wire).
2. Secure reflective insulation to duct in compliance with
manufacturer specifications including required air spaces.
1. Insulation durably fastened.
5.0107.1e Sealing  SF  MH  MF 
Specification Objective
1. Seal all seams and connections of the duct insulation using UL 181
approved tape so that no gaps exist in the vapor retarder.
1. Prevent condensation.
5.0107.1f Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
2. If reflective exterior insulation is used the documentation must
include the number and width of included air spaces.
1. Comply with 16 CFR 460.17
and document contract
compliance.
5.0107.2: Duct Insulation: SPF
Desired Outcome: Safe and durable SPF duct insulation.
5.0107.2a Material Selection  SF  MH  MF 
Specification Objective
1. Select SPF that has a flame spread and smoke development index
of 25/450 or less when tested in accordance with ASTM E84 or UL
723 at its installed thickness.
1. Select fire safe insulation.
5.0107.2b Surface Preparation  SF  MH  MF 
Specification Objective
1. Remove contaminants from all SPF application surfaces that will
prevent full adhesion or cause degradation.
2. Verify all SPF application surfaces are in accordance with
manufacturer specifications for moisture content and temperature.
3. Cover all holes, cracks, gaps, etc. where SPF may enter the interior
of the duct with a temporary backing material (e.g., foil tape).
1. Properly bonded SPF only
on the exterior of ducts.
5.0107.2c Installation  SF  MH  MF 
Specification Objective
1. Apply SPF to the prescribed R-value in a continuous layer over
entire exterior duct surface using a pass thickness maximum in
accordance with manufacturer specifications.
2. No SPF may be installed on ducts inside the thermal boundary.
1. Airtight and properly
insulated ducts that do not
threaten indoor air quality.
5.0107.2d Ignition and Thermal Barriers  SF  MH  MF 
Specification Objective
1. Separate all foam products from living space with a thermal barrier
material (e.g., ½” gypsum wallboard) as specified by applicable
building code.
2. If space is used only for the service of utilities, foam will be
separated from the space using a suitable ignition barrier covering
or coating according to manufacturer’s specifications.
3. If space is used for storage or occupancy, spray foam will be
separated from the space using a thermal barrier material (e.g.,
½” gypsum wallboard) as specified by applicable building code and
manufacturer specifications.
4. If code requirements are unclear, consult the AHJ for clarification.
1. Minimize ignition and
combustion potential.

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5.0107.2e Insulation: Onsite Documentation  SF  MH  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.
5.0108: Equipment Installation
5.0108.1: Air-to-Air Split System
Desired Outcome: Safe, compliant, efficient, and effective system installation in which sequence of
operation is correct.
5.0108.1a Load Calculation  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) [...]
using interior design temperatures of 75°F for cooling and 70°F for
heating. [ECOS is deemed to meet this requirement.]
2. [For large multi-family structures covered by commercial building
code,] perform commercial load calculation in accordance with the
current version of ANSI/ACCA Manual N (Commercial Load
Calculation) or equivalent using interior design temperatures of
75°F for cooling and 70°F for heating.
3. Room by room load calculations will be performed when installing a
new duct system or in retro-commissioning projects.
4. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0108.1b Equipment Selection  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Select residential equipment in accordance with the current version
of ANSI/ACCA Manual S (Residential Equipment Selection) or
equivalent.
2. [For large multi-family structures covered by commercial building
code,] select commercial equipment in accordance with the current
version of ANSI/ACCA Manual CS (Commercial Applications,
Systems and Equipment) or equivalent.
3. Select cooling equipment capable of meeting the sensible and
latent load of the building that is not sized more than 115% of
total load or next available size.
4. Select heating equipment of the lowest capacity required to meet
the design heating load and provide the air volume required by any
air conditioning equipment installed.
5. Select system that is ENERGY STAR® certified or equivalent.
6. Select outdoor units that are corrosion-protected for marine
climate zones.
1. Select efficient equipment
capable of meeting the
design loads.
5.0108.1c Outdoor Unit Location  SF  MH  MF 
Specification Objective
1. Locate unit to provide clearance on all sides and top according to
manufacturer specifications and service access according to
applicable code.
1. Locate outdoor unit to
facilitate air-flow and
service access.
5.0108.1d Outdoor Unit Support  SF  MH  MF 
Specification Objective
1. Situate outdoor unit on a non-wicking equipment pad.
2. Ensure unit is level, stable, and elevated a minimum of 6” above
the ground.
1. Stable outdoor unit that is
protected from corrosion.

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5.0108.1e Outdoor Unit Installation  SF  MH  MF 
Specification Objective
1. Install outdoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
1. Safe and compliant
installation.
5.0108.1f Indoor Unit Location  SF  MH  MF 
Specification Objective
1. Locate unit in a dry location and within conditioned space (when
feasible) that provides adequate service access according to
manufacturer specifications and applicable code.
1. Protect unit from corrosion
and thermal loss and
facilitate service access.
5.0108.1g Indoor Unit Installation  SF  MH  MF 
Specification Objective
1. Install outdoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
2. Install fuel delivery to the unit according to SWS Subtopic “Fuel
Delivery”.
1. Safe, accessible, stable,
and properly installed
indoor unit with safe and
durable fuel supply.
5.0108.1h Support: All Installations  SF  MH  MF 
Specification Objective
1. Ensure unit is level, stable, secured to ductwork, properly braced
to prevent movement (seismic bracing), and elevated as required
by applicable building code.
1. Safe, stable, and durably
supported indoor unit.
5.0108.1i Support: Horizontal Air Flow in Attic  SF  MH  MF 
Specification Objective
1. Support equipment on a fireproof platform that is elevated above
the insulation level or suspend with threaded rod in accordance
with local codes and manufacturer specifications.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or reduce attic
insulation level.
5.0108.1j Support: Horizontal Air Flow in Subspace  SF  MH  MF 
Specification Objective
1. Support equipment on a non-wicking, fireproof material or suspend
with threaded rod in accordance with local codes and manufacturer
specifications.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or corrode.
5.0108.1k Support: Upflow on a Platform  SF  MH  MF 
Specification Objective
1. Support equipment on a durable, fireproof platform capable of
supporting the weight of the equipment.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or corrode.
5.0108.1l Support: Downflow  SF  MH  MF 
Specification Objective
1. Support equipment on ductwork capable of supporting the weight
of the equipment.
1. Equipment is safe, stable,
and level.
5.0108.1m Connections  SF  MH  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, condensate
drains, ductwork, fuel, venting, refrigerant lines) to allow for
necessary service and repair access to all portions of the
equipment.
1. Connections do not
interfere with operation and
service of equipment.
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5.0108.1n Intakes/Terminations  SF  MH  MF 
Specification Objective
1. Locate all intakes/terminations in compliance with manufacturer
specifications and applicable building code.
1. System
intakes/terminations that
are operational, safe, and
compliant.
5.0108.1o Condensate Drainage  SF  MH  MF 
Specification Objective
1. Install a secondary drain pan with a float switch interlocked to the
cooling system power under all units that exist in or above
conditioned space.
2. Pipe condensate to a properly sized sanitary drain or the outdoors
and provide with traps as specified by the manufacturer and
applicable building code.
3. When there is potential for condensation or freezing of the drain
line, insulate condensate drain lines to a minimum of R-4 with
insulation that contains a Class II or greater vapor retarder.
1. Prevent water damage and
drain condensate through
functional drains to an
approved location.
5.0108.1p Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit.
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0108.1q Refrigerant Lines and Charge  SF  MH  MF 
Specification Objective
1. Install refrigerant piping according to SWS detail “Refrigerant
Lines”.
2. Install refrigerant charge according to SWS detail “Refrigerant
Charge”.
1. Safe, and effective
refrigerant installation.
5.0108.1r Fire Protection  SF  MH  MF 
Specification Objective
1. Install smoke detectors inside the supply duct plenum of systems
that move more than 2,500 CFM in accordance with the applicable
building code.
1. Operational fire warning
system in place.
5.0108.1s Air Handler Sealing  SF  MH  MF 
Specification Objective
1. Seal air handler and adjoining ductwork in accordance with SWS
Subtopic “Duct Sealing”.
2. If air handler is installed in a building cavity (i.e., closet), seal the
cavity to eliminate any return air leaks from adjoining chases.
1. Air handler leakage less
than 1% of system airflow.
5.0108.1t Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.

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5.0108.2: Air-to-Air Package Unit
Desired Outcome: Safe, compliant, efficient, and effective system installation in which sequence of
operation is correct.
5.0108.2a Load Calculation  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) [...]
using interior design temperatures of 75°F for cooling and 70°F for
heating. [ECOS is deemed to meet this requirement.]
2. [For large multi-family structures covered by commercial building
code,] perform commercial load calculation in accordance with the
current version of ANSI/ACCA Manual N (Commercial Load
Calculation) or equivalent using interior design temperatures of
75°F for cooling and 70°F for heating.
3. Room by room load calculations will be performed when installing a
new duct system or in retro-commissioning projects.
4. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0108.2b Equipment Selection  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Select residential equipment in accordance with the current version
of ANSI/ACCA Manual S (Residential Equipment Selection) or
equivalent.
2. [For large multi-family structures covered by commercial building
code,] select commercial equipment in accordance with the current
version of ANSI/ACCA Manual CS (Commercial Applications,
Systems and Equipment) or equivalent.
3. Select cooling equipment capable of meeting the sensible and
latent load of the building that is not sized more than 115% of
total load or next available size.
4. Select heating equipment of the lowest capacity required to meet
the design heating load and provide the air movement required by
any air conditioning equipment installed.
5. Select system that is ENERGY STAR® certified or equivalent.
6. Select outdoor units that are corrosion-protected for marine
climate zones.
1. Select equipment capable of
meeting the design loads.
5.0108.2c Unit Location  SF  MH  MF 
Specification Objective
1. Locate unit to provide clearance on all sides and top according to
manufacturer specifications and service access according to
applicable code.
1. Locate outdoor unit to
facilitate air-flow and
service access.
5.0108.2d Unit Support  SF  MH  MF 
Specification Objective
1. Situate outdoor unit on a non-wicking equipment pad.
2. Ensure unit is level, stable, and secured to ductwork.
1. Stable unit that is protected
from corrosion.
5.0108.2e Unit Installation  SF  MH  MF 
Specification Objective
1. Install outdoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
2. Install fuel delivery to the unit according to SWS Subtopic “Fuel
Delivery”.
1. Safe and compliant
installation with safe and
durable fuel supply.

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5.0108.2f Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit.
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0108.2g Refrigerant Lines and Charge  SF  MH  MF 
Specification Objective
1. Install refrigerant piping according to SWS detail “Refrigerant
Lines”.
2. Install refrigerant charge according to SWS detail “Refrigerant
Charge”.
1. Safe, and effective
refrigerant installation.
5.0108.2h Connections  SF  MH  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, condensate
drains, ductwork, fuel, venting, refrigerant lines) to allow for
necessary service and repair access to all portions of the
equipment.
1. Connections do not
interfere with operation and
service of equipment.
5.0108.2i Outdoor Ductwork  SF  MH  MF 
Specification Objective
1. Install exterior ductwork using rigid, corrosion-resistant metal
insulated to a minimum of R-12.
1. Durable, pest-resistant, and
insulated exterior ductwork.
5.0108.2j Intakes/Terminations  SF  MH  MF 
Specification Objective
1. Locate all intakes/terminations in compliance with manufacturer
specifications and applicable building code.
1. System
intakes/terminations that
are operational, safe, and
compliant.
5.0108.2k Condensate Drainage  SF  MH  MF 
Specification Objective
1. Pipe condensate to a safe outdoor location where it is drained
without contacting the outdoor unit and provide the condensate
piping with traps as specified by the manufacturer and applicable
building code.
2. When there is potential for freezing of the drain line, insulate
condensate drain lines to a minimum of R-4 with insulation that
contains a Class II or greater vapor retarder.
1. Drain condensate away
from unit and prevent
damage.
5.0108.2l Fire Protection  SF  MH  MF 
Specification Objective
1. Install smoke detectors inside the supply duct plenum of systems
that move more than 2,500 CFM in accordance with the applicable
building code.
1. Operational fire warning
system in place.
5.0108.2m Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.

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5.0108.3: Mini-Split System
Desired Outcome: Safe, compliant, efficient, and effective system installation in which sequence of
operation is correct.
5.0108.3a Load Calculation  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) [...]
using interior design temperatures of 75°F for cooling and 70°F for
heating. [ECOS is deemed to meet this requirement.]
2. [For large multi-family structures covered by commercial building
code,] perform commercial load calculation in accordance with the
current version of ANSI/ACCA Manual N (Commercial Load
Calculation) or equivalent using interior design temperatures of
75°F for cooling and 70°F for heating.
3. Room by room load calculations will be performed when installing
multiple indoor units.
4. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0108.3b Equipment Selection  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Select residential equipment in accordance with the current version
of ANSI/ACCA Manual S (Residential Equipment Selection) or
equivalent.
2. [For large multi-family structures covered by commercial building
code,] select commercial equipment in accordance with the current
version of ANSI/ACCA Manual CS (Commercial Applications,
Systems and Equipment) or equivalent.
3. Select system that is ENERGY STAR® certified or equivalent.
4. Select outdoor units that are corrosion-protected for marine
climate zones.
5. When applicable, supply multiple indoor units with a single outdoor
unit using manufacturer specifications to determine allowable
overage of indoor unit capacity in relation to the outdoor unit and
derated capacity of indoor units based on outdoor design
temperature.
6. When applicable, select units that offer ducting options (e.g.,
ceiling cassette units have a knock-out for a 5” or 6” duct) and/or
have an outdoor air intake.
1. Select equipment capable of
meeting the design loads.
2. Equipment operates at
optimal efficiency and
reduced cost.
5.0108.3c Outdoor Unit Location  SF  MH  MF 
Specification Objective
1. Locate unit with manufacturer recommended clearance on all sides
and to allow service access according to applicable code.
1. Outdoor unit located to
facilitate air-flow and
service access.
5.0108.3d Outdoor Unit Support  SF  MH  MF 
Specification Objective
1. Situate outdoor unit on a non-wicking equipment pad.
2. Ensure unit is level, plumb, stable, and elevated a minimum of 6”
above snow line.
1. Stable outdoor unit that is
protected from corrosion.
5.0108.3e Outdoor Unit Installation  SF  MH  MF 
Specification Objective
1. Install outdoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
1. Safe and compliant
installation.

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5.0108.3f Indoor Unit Location  SF  MH  MF 
Specification Objective
1. Locate indoor unit(s) to provide effective airflow to desired
locations without exceeding the manufacturer specifications for
refrigerant line total length.
2. Maintain clearances in accordance with manufacturer
specifications.
1. Effective location selected
for indoor unit(s).
5.0108.3g Indoor Unit(s) Installation  SF  MH  MF 
Specification Objective
1. Install indoor unit(s) according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
1. Safe, effective, and
compliant installation.
5.0108.3h Ceiling Cassette Insulation  SF  MH  MF 
Specification Objective
1. Insulate concealed ceiling cassette unit(s) to a minimum of R-6
when contained inside a building cavity, (even when inside the
thermal boundary) without hindering access to serviceable parts.
2. Insulation must include a sealed vapor retarder layer.
1. Prevent water damage to
structure.
5.0108.3i Indoor Unit(s) Support  SF  MH  MF 
Specification Objective
1. Securely mount indoor unit(s) according to manufacturer
specifications ensuring condensate drainage is correctly sloped.
1. Securely mounted with
properly functioning drain
pan.
5.0108.3j Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit.
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0108.3k Intakes/Terminations  SF  MH  MF 
Specification Objective
1. Locate all intakes/terminations in compliance with manufacturer
specifications and applicable building code.
1. System
intakes/terminations that
are operational, safe, and
compliant.
5.0108.3l Connections  SF  MH  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, condensate
drains, ductwork, refrigerant lines) to allow for necessary service
and repair access to all portions of the equipment.
1. Equipment connections do
not interfere with operation
and service of equipment.
5.0108.3m Ducting  SF  MH  MF 
Specification Objective
1. When applicable, install ducting per the manufacturer
specifications in runs that do not exceed 6’ per run.
2. Insulate all ducts, including those inside the thermal boundary, to
a minimum of R-6 with insulation that includes a sealed vapor
barrier.
1. Low static pressure ducts
that are condensation-
resistant.

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5.0108.3n Refrigerant Piping  SF  MH  MF 
Specification Objective
1. Total equivalent length of refrigerant piping will not exceed system
manufacturer specifications.
2. Install refrigerant piping according to SWS detail “Refrigerant
Piping”.
3. Install refrigerant charge according to SWS detail “Refrigerant
Charge”.
1. Safe and effective
refrigerant piping.
5.0108.3o Controls  SF  MH  MF 
Specification Objective
1. Install wall mounted thermostats that are not within the direct
airflow of the indoor unit.
1. Independent system
controls that are not
affected by supply air.
5.0108.3p Condensate  SF  MH  MF 
Specification Objective
1. Install an independent condensate drain for each indoor unit
according to SWS for “Condensate Disposal”.
2. Install a float switch in the drain pan that interlocks with the
cooling system power to turn unit off when pan is not draining.
3. Pipe condensate to a properly sized sanitary drain or the outdoors.
4. When there is potential for condensation or freezing of the drain
line, insulate condensate drain lines to a minimum of R-4 with
insulation that contains a Class II or greater vapor retarder.
1. Independent and functional
condensate drainage that
prevents water damage.
5.0108.3q Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.
5.0108.4: Furnaces
Desired Outcome: Safe, compliant, efficient, and effective system installation in which sequence of
operation is correct.
5.0108.4a Load Calculation  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) [...]
using interior design temperatures of 75°F for cooling and 70°F for
heating. [ECOS is deemed to meet this requirement.]
2. [For large multi-family structures covered by commercial building
code,] perform commercial load calculation in accordance with the
current version of ANSI/ACCA Manual N (Commercial Load
Calculation) or equivalent using interior design temperatures of
75°F for cooling and 70°F for heating.
3. Room by room load calculations will be performed when installing a
new duct system or in retro-commissioning projects.
4. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.

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Page 153
5.0108.4b Equipment Selection  SF  MH  MF 
Specification [Policy Clarification] Objective
1. Select residential equipment in accordance with the current version
of ANSI/ACCA Manual S (Residential Equipment Selection) or
equivalent.
2. [For large multi-family structures covered by commercial building
code,] select commercial equipment in accordance with the current
version of ANSI/ACCA Manual CS (Commercial Applications,
Systems and Equipment) or equivalent.
3. Select heating equipment of the lowest capacity required to meet
the design heating load and provide the air movement required by
any air conditioning equipment installed.
4. Select system that is ENERGY STAR® certified or equivalent.
1. Select efficient equipment
capable of meeting the
design loads.
5.0108.4c Indoor Unit Location  SF  MH  MF 
Specification Objective
1. Locate unit in a dry location and within conditioned space (when
feasible) that provides adequate service access according to
manufacturer specifications and applicable code.
1. Protect unit from corrosion
and thermal loss and
facilitate service access.
5.0108.4d Indoor Unit Installation  SF  MH  MF 
Specification Objective
1. Install indoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard).
2. Install fuel delivery to the unit according to SWS Subtopic “Fuel
Delivery”.
1. Safe, accessible, stable,
and properly installed
indoor unit with safe and
durable fuel supply.
5.0108.4e Support: All Installations  SF  MH  MF 
Specification Objective
1. Ensure unit is level, stable, secured to ductwork, properly braced
to prevent movement (seismic bracing), and elevated as required
by applicable building code.
1. Safe, stable, and durably
supported indoor unit.
5.0108.4f Support: Horizontal Air Flow in Attic  SF  MH  MF 
Specification Objective
1. Support equipment on a fireproof platform that is elevated above
the insulation level or suspend with threaded rod in accordance
with local codes and manufacturer specifications.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or reduce attic
insulation level.
5.0108.4g Support: Horizontal Air Flow in Subspace  SF  MH  MF 
Specification Objective
1. Support equipment on a durable, fireproof platform capable of
supporting the weight of the equipment.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or corrode.
5.0108.4h Support: Upflow on a Platform  SF  MH  MF 
Specification Objective
1. Support equipment on a durable, fireproof platform capable of
supporting the weight of the equipment.
2. Install vibration pads/isolators according to manufacturer
specifications.
1. Equipment is safe, stable,
level, and does not transmit
vibration or corrode.

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5.0108.4i Support: Downflow  SF  MH  MF 
Specification Objective
1. Support equipment on ductwork capable of supporting the weight
of the equipment.
1. Equipment is safe, stable,
and level.
5.0108.4j Connections  SF  MH  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, condensate
drains, ductwork, fuel, venting, refrigerant lines) to allow for
necessary service and repair access to all portions of the
equipment.
1. Equipment connections do
not interfere with operation
and service of equipment.
5.0108.4k Intakes/Terminations  SF  MH  MF 
Specification Objective
1. Locate all intakes/terminations in compliance with manufacturer
specifications and applicable building code.
1. System
intakes/terminations that
are safe, functional, and
compliant.
5.0108.4l Condensate Drainage  SF  MH  MF 
Specification Objective
1. Install a secondary drain pan with a float switch interlocked to the
system power under all condensing units that exist in or above
conditioned space.
2. Pipe condensate to a properly sized sanitary drain or the outdoors
and provide with traps as specified by the manufacturer and
applicable building code.
3. When there is potential for condensation or freezing of the drain
line, insulate condensate drain lines to a minimum of R-4 with
insulation that contains a Class II or greater vapor retarder.
1. Prevent water damage and
drain condensate through
functional drains to an
approved location.
5.0108.4m Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit.
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0108.4n Fire Protection  SF  MH  MF 
Specification Objective
1. Install combustion venting in compliance with manufacturer
specifications and applicable building code (e.g., IRC, IMC, IBC).
2. Install smoke detectors inside the supply duct plenum of systems
that move more than 2,500 CFM in accordance with the applicable
building code.
1. Safely vented appliances.
2. Operational fire warning
system in place.
5.0108.4o Air Handler Sealing  SF  MH  MF 
Specification Objective
1. Seal air handler and adjoining ductwork in accordance with SWS
Subtopic “Duct Sealing”.
2. If air handler is installed in a building cavity (i.e., closet), seal the
cavity to eliminate any return air leaks from adjoining chases.
1. Air handler leakage less
than 1% of system airflow
installed in an air sealed
cavity.
5.0108.4p Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.

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5.0108.5: Evaporative Coolers
Desired Outcome: Safe, compliant, efficient, and effective system installation in which sequence of
operation is correct.
5.0108.5a Equipment Selection  SF  MH  MF 
Specification Objective
1. Select system that is ENERGY STAR® certified or equivalent and
complies with UL 1995 or UL 60335-2-40.
1. Select safe and efficient
equipment.
5.0108.5b Installation Location  SF  MH  MF 
Specification Objective
1. Select installation location based on service and utility access,
occupant safety, and area to be cooled.
1. Safe, accessible, and
effective location.
5.0108.5c Installation  SF  MH  MF 
Specification Objective
1. Install indoor unit according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC) and ANSI/ACCA
Standard 5 (HVAC Quality Installation Standard) in a manner that
provides ease of access for routine maintenance/service.
1. Safe, secure, and accessible
installation.
5.0108.5d Support  SF  MH  MF 
Specification Objective
1. Install unit a minimum of 3” above the ground on a solid durable
pad (e.g., concrete slab) or suspended a minimum of 6” above the
ground using secure and durable supports.
2. Secure unit per applicable seismic restraint needs.
3. Ensure unit is level, stable, and mechanically secured to any
ductwork.
1. Safely supported and level
installation.
5.0108.5e Connections  SF  MH  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, condensate
drains, ductwork, fuel, venting, refrigerant lines) to allow for
necessary service and repair access to all portions of the
equipment.
1. Connections do not
interfere with operation and
service of equipment.
5.0108.5f Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit.
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0108.5g Water Management  SF  MH  MF 
Specification Objective
1. Install a float switch in the pan that is interlocked to the system
power to prevent unit from overflowing.
2. Pipe overflow tube to a properly sized sanitary drain or the
outdoors and provided with traps as specified by the manufacturer
and applicable building code.
3. Install a back-flow preventor on the potable water supply.
1. Prevent water damage, and
potable water
contamination.
5.0108.5h Intakes  SF  MH  MF 
Specification Objective
1. Locate intakes no closer than 10’ to pollutant sources or a
minimum of 3’ below the source.
1. Protect occupant health.

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5.0108.5i Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.
5.0109: Clean and Tune
5.0109.1: Condensers
Desired Outcome: Outdoor units serviced as needed.
5.0109.1a Repair Diagnosis  SF  MH  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Fan motor;
• Compressor;
• Outdoor temperature sensors;
• Bearings;
• Safety devices;
• Electrical disconnect;
• Electrical wiring;
• Contactors;
• Capacitors;
• Fan blades; and
• Refrigerant access ports.
1. Ensure all components
function properly, safely,
efficiently, and are durable.
5.0109.1b Service  SF  MH  MF 
Specification Objective
1. Clean outdoor condenser coil and straighten bent fins.
2. Level outdoor unit.
3. Remove debris from inside unit (e.g., leaves, twigs, insects,
spiderwebs).
4. Clear debris, foliage, grass, etc. from within 3’ of the unit.
5. Verify refrigerant charge is correct per manufacturer specifications;
6. Replace damaged refrigerant line insulation.
7. Repair or replace additional elements as needed.
1. Replace/clean necessary
parts
5.0109.1c Documentation  SF  MH  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service.
1. Verify contract completion.
5.0109.2: Air Handlers
Desired Outcome: Air handler serviced as needed.
5.0109.2a Repair Diagnosis  SF  MH  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Blower motor;
• Bearings;
• Safety devices;
• Electrical disconnect;
• Electrical wiring;
• Contactors;
• Capacitors; and
• Thermostat.
1. Ensure all components
function properly, safely,
efficiently, and are durable.

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5.0109.2b Service  SF  MH  MF 
Specification Objective
1. Clean the following elements:
• Furnace cabinet interior; and
• Blower fan and motor.
2. Lubricate all moving parts according to manufacturer
specifications.
3. Replace return air and fresh air supply filters.
4. Repair or replace additional elements as needed.
1. Replace/clean necessary
parts.
5.0109.2c Documentation  SF  MH  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service.
1. Verify contract completion.
5.0109.3: Evaporators
Desired Outcome: Evaporators serviced as needed.
5.0109.3a Repair Diagnosis  SF  MH  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Drain pan floats;
• Condensate drain line and condensate pump;
• TXV; and
• Temperature sensing bulbs.
1. Ensure all components
function properly, safely,
efficiently, and are durable.
5.0109.3b Service  SF  MH  MF 
Specification Objective
1. Clear condensate lines and clean drain pans.
2. Verify condensate termination is free of debris and directs water
away from the home.
3. Clean evaporator coil.
4. Repair or replace additional elements as needed.
1. Replace/clean necessary
parts.
5.0109.3c Documentation  SF  MH  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service.
1. Verify contract completion.
5.0109.4: Combustion Furnaces
Desired Outcome: Combustion furnaces serviced as needed.
5.0109.4a Repair Diagnosis  SF  MH  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Thermostat;
• Ignition system;
• Gas valves;
• Venting system;
• Safety devices;
• Blower motor;
• Electrical wiring;
• Gas piping; and
• Condensate disposal.
1. Ensure all components
function properly, safely,
efficiently, and are durable.

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5.0109.4b Service  SF  MH  MF 
Specification Objective
1. Perform combustion testing that includes the following:
• CO;
• Combustion efficiency;
• Gas pressure testing;
• Temperature rise; and
• Stack temperature.
2. Adjust combustion as needed to meet BPI 1200 standards for CO.
3. Clean the following elements: Furnace cabinet interior, blower fan
and motor, heat exchangers, burners.
4. Lubricate all moving parts according to manufacturer
specifications.
5. Replace return air and fresh air supply filters.
6. Remove combustible/flammable materials from furnace area.
7. Repair or replace additional elements as needed.
1. Replace/clean necessary
parts
5.0109.4c Documentation  SF  MH  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service
1. Verify contract completion.
5.0109.5: Evaporative Coolers
Desired Outcome: Evaporative cooler maintained as needed.
5.0109.5a Repair Diagnosis  SF  MH  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Pump;
• Pan;
• Spider;
• Float;
• Damper;
• Roof jack/support mechanism;
• Water line;
• Water valve;
• Electrical wiring;
• Evaporator pads;
• Motor;
• Fan;
• Bearings;
• Pulleys; and
• Belts.
1. Ensure all components
function properly, safely,
efficiently, and are durable.
5.0109.5b Service  SF  MH  MF 
Specification Objective
1. Replace pads and remove calcium/mineral deposits from cabinet.
2. Repair or replace additional elements as needed.
1. Replace/clean necessary
parts.
5.0109.5c Documentation  SF  MH  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service.
1. Verify contract completion.

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5.0188: Special Considerations
5.0188.1: Economizers
Desired Outcome: Operationally safe economizer installed.
5.0188.1a Design MH 
Specification Objective
1. Design economizer outdoor air dampers in accordance with
ASHRAE 90.1 minimum requirements or applicable code.
1. Correctly determine needs.
5.0188.1b Installation MH 
Specification Objective
1. Install economizer intake as far from pollutant sources as possible,
but no less than 20’.
2. Install economizer controls with CO₂ control in high occupancy
spaces (demand control ventilation).
1. Durable, safe, compliant
and operational
economizer.
Policy 5.02: Hydronic Systems
5.0201: Controls
5.0201.1: Thermostat Replacement
Desired Outcome: Increased system efficiency.
5.0201.1a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify that sufficient number of thermostat wires is available to
meet the needs of the replacement thermostat and the existing
system.
1. Sufficient wiring exists.
5.0201.1b Thermostat Selection  SF  MF 
Specification Objective
1. Select a programmable thermostat with a double-setback option
that allows for full functionality of the installed system.
1. Fully functioning system
with multiple programming
options.
5.0201.1c Thermostat Location  SF  MF 
Specification Objective
1. Install thermostat where it accurately reflects the temperature of
the zone which it controls (i.e., not exposed to extreme
temperatures, radiant heat sources, warm/cold walls, or drafts)
and meets ADA accessibility requirements when applicable.
1. Controls operate as
designed and are
accessible.
5.0201.1d Installation  SF  MF 
Specification Objective
1. Install thermostat according to manufacturer specifications and
applicable building code.
2. Deenergize the heating system before removing the existing
thermostat.
3. Secure the thermostat with mechanical fasteners so that it is level.
1. Durably, safely, and
correctly installed
thermostat.
5.0201.1e Installer Programming  SF  MF 
Specification Objective
1. Program the thermostat to match the equipment and control board
settings.
2. Program the thermostat setbacks to a schedule that
accommodates the occupant and reduces overall operating time.
1. Thermostat setup to
operate existing system
correctly and efficiently

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5.0201.1f Penetrations  SF  MF 
Specification Objective
1. Seal penetrations for control wiring with a durable sealant (e.g.,
caulk, silicone) that complies with applicable fire safety code.
1. Minimize air leakage,
prevent pest intrusion, and
prevent inaccurate
temperature measurements
5.0201.1g Documentation  SF  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information
1. Control instructions
available for occupant and
installer
5.0202: Distribution
5.0202.1: Radiator Reflector
Desired Outcome: Minimized heat loss and enhanced terminal unit effectiveness.
5.0202.1a Reflector Installation  SF  MF 
Specification Objective
1. Install reflector between the heating element and the wall so that
it does not contact the element.
2. Maintain a continuous and consistent air space between the
heating element and the reflector.
3. Secure the reflector with mechanical fasteners.
1. Effectively direct radiant
heat towards living space
with a securely installed
reflector.
5.0202.1b Insulation  SF  MF 
Specification Objective
1. If insulation is installed, install it behind the reflector and must
meet applicable fire safety code.
1. Provide a thermal break
between the reflector and
the exterior.
5.0202.2: Distribution Insulation
Desired Outcome: Reduce thermal loss through distribution system safely and durably.
5.0202.2a Insulation Selection  SF  MF 
Specification Objective
1. Select insulation that:
• Is rated for the maximum operating temperature of the
system;
• Meets applicable fire safety code; and
• Is R-3 or greater.
1. Select effective and safe
insulation materials.
5.0202.2b Installation  SF  MF 
Specification Objective
1. Install insulation over all distribution system components that
allow insulation in a continuous manner without gaps.
2. Seal all seams, joints, and connections of insulation with a durable
sealant or mechanical fasteners (e.g., zip ties).
3. Install removable/reusable insulation over components that require
regular maintenance.
1. Continuous insulation that
does not interfere with
maintenance.
5.0202.2c Documentation  SF  MF 
Specification Objective
1. Post a dated receipt signed by the installer that minimally includes:
Installed insulation type, coverage area, installed thickness, and
installed R-value.
1. Comply with 16 CFR 460.17
and document contract
compliance.

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5.0203: Equipment Installation
5.0203.1: Boilers
Desired Outcome: Safe, compliant, and effective system installation in which sequence of operation is
correct.
5.0203.1a Load Calculation  SF  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) […]
using interior design temperatures of 70°F for heating. [ECOS is
deemed to meet this requirement.]
2. [For large multi-family structures covered by commercial building
code,] perform commercial load calculation in accordance with the
current version of ANSI/ACCA Manual N (Commercial Load
Calculation) or equivalent using interior design temperatures of
75°F for cooling and 70°F for heating.
3. Room by room load calculations will be performed when installing
new distribution system components or in retro-commissioning
projects.
4. Calculated loads based on post-retrofit dwelling characteristics
including distribution system.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0203.1b Equipment Selection  SF  MF 
Specification [Policy Clarification] Objective
1. Select residential equipment in accordance with the current version
of ANSI/ACCA Manual S (Residential Equipment Selection) or
equivalent.
2. [For large multi-family structures covered by commercial building
code,] select commercial equipment in accordance with the current
version of ANSI/ACCA Manual CS (Commercial Applications,
Systems and Equipment) or equivalent.
3. Select heating equipment of the lowest capacity required to meet
the design heating load and provide sufficient volume for
components of existing distribution system that will not be
replaced.
4. Select system that is ENERGY STAR® certified or equivalent.
1. Select efficient equipment
capable of meeting the
design load.
5.0203.1c Installation Location  SF  MF 
Specification Objective
1. Install unit in a dry location and within conditioned space (when
feasible).
2. Install equipment in a location and manner to provide ease of
access for routine maintenance/service.
1. Safe, accessible, and
corrosion-resistant location
5.0203.1d Equipment Installation  SF  MF 
Specification Objective
1. Install boiler according to manufacturer specifications and
applicable building code (e.g., IRC, IMC, IBC).
2. Install fuel delivery to the unit according to SWS Subtopic “Fuel
Delivery”.
1. Safe and compliant
installation with safe and
durable fuel supply.
5.0203.1e Equipment Support  SF  MF 
Specification Objective
1. Situate equipment on a stable, non-wicking, and fireproof material.
2. Ensure unit is level, stable and supported independently of the
distribution system.
1. Safe, stable, and durable
equipment installation.

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5.0203.1f Electrical Wiring  SF  MF 
Specification Objective
1. Install electrical wiring according to NFPA 70.
2. Provide an electrical disconnect within site of the unit
3. Install all high voltage wiring inside of protective conduit and
approved junction boxes, no wiring connections (high or low
voltage) will occur outside of appropriate junction box.
1. Safe and compliant
electrical wiring installation.
5.0203.1g Connection  SF  MF 
Specification Objective
1. Install equipment connections (e.g., electrical service, drains, fuel,
venting) to allow for necessary service and repair access to all
portions of the equipment.
1. Connections do not
interfere with operation and
service of equipment.
5.0203.1h Documentation  SF  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Provide occupants and
service technicians with
instructions.
5.0204: Clean and Tune
5.0204.1: Fuel-Fired Boilers
Desired Outcome: Fuel-fired boiler serviced as needed.
5.0204.1a Repair Diagnosis  SF  MF 
Specification Objective
1. Verify proper function and safety of the following system elements:
• Thermostat;
• Ignition system;
• Gas valves;
• Venting system;
• Safety devices;
• Electrical wiring;
• Gas piping;
• Burners;
• Low water cutoff;
• Blow-down systems;
• Fuel delivery;
• Distribution system;
• Insulation;
• Gauge glass;
• Temperature and pressure measurement devices;
• Expansion tanks;
• Automatic fill valves;
• Circulator pumps;
• Zone valves;
• Condensate drainage;
• Air vents; and
• Combustion air.
1. Ensure all components
function properly, safely,
efficiently, and are durable.

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5.0204.1b Service  SF  MF 
Specification Objective
1. Perform combustion testing that includes the following:
• CO;
• Combustion efficiency;
• Gas pressure testing;
• Temperature rise; and
• Stack temperature.
2. Adjust combustion as needed to meet BPI 1200 standards for CO.
3. Clean the following elements: heat exchangers, burners.
4. Remove combustible/flammable materials from area.
5. Repair or replace additional elements as needed.
6. Purge, verify system pressure, and flush or skim steam boiler.
1. Replace/clean necessary
parts.
5.0204.1c Documentation  SF  MF 
Specification Objective
1. Post on equipment, or in a conspicuous location, a list of all
systems and components inspected, results, and services
performed that includes legible service personnel name, contact
information, and date of service.
1. Verify contract completion.
5.0288: Special Considerations
5.0288.1: Boiler Room Water Drainage
Desired Outcome: No standing water in boiler room.
5.0288.1a Blow-Down Piping MF 
Specification Objective
1. Route maintenance blow-down piping to the nearest drain. 1. No standing water on the
mechanical room floor.
5.0288.1b Drain Condition MF 
Specification Objective
1. Remove debris from drainage system and flush system removing
any blockages.
2. Verify that drainage system is capable of handling maximum
volume of water.
1. Functioning drainage
system that is capable of
handling drainage load.
5.0288.1c Blow-Down Pit MF 
Specification Objective
1. Clean blow-down pit out to handle the volume of water required to
sufficiently reduce blow-down temperature for safe discharge.
2. Clear blow-down pit connection to the drain system.
1. Blow-down temperature is
within acceptable
temperatures and pit drains
correctly.
5.0288.1d Sump Pump/Sump Pit MF 
Specification Objective
1. Size sump pit to handle the volume of water required to sufficiently
reduce water temperature for safe discharge.
2. Verify that sump pump is rated for high-temperature application,
operates correctly, and contains a check valve.
1. Collect and properly
discharge water.

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Policy 5.03: Non-Distributed Systems
5.0301: Room Conditioning
5.0301.1: Through-Wall and Window Units
Desired Outcome: Efficient, safe, and compliant room conditioning.
5.0301.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify unit meets physical size of through-wall or window opening.
2. Verify electrical receptacle meets requirements of NFPA 70 (Article
440).
1. Verify appropriate device,
location, and electrical
service.
5.0301.1b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select new unit that:
• Matches available voltage and does not exceed available
amperage of existing circuit;
• Is sized based on manufacturer specifications for the space
conditioned;
• Is ENERGY STAR® qualified with Energy Saver Mode or better;
and
• Does not use electric resistance heat as the primary heat
source (i.e., select Heat Pump units).
1. Safe, effective, and efficient
room conditioner selected
5.0301.1c Installation  SF  MH  MF 
Specification Objective
1. Install unit per manufacturer specifications and in accord with
applicable codes (e.g., no extension cord used).
2. Where applicable, unit controls and thermostat must comply with
the operable parts provisions of ICC A117.1 when the dwelling unit
is required to be accessible per ADA.
3. Where required, maintain egress requirements in accordance with
ANSI/NFPA 101 and local laws.
1. Safe, compliant, and
accessible installation that
maintains egress
requirements
5.0301.1d Support  SF  MH  MF 
Specification Objective
1. Install unit according to manufacturer specifications so that it is
stable, secure, and will not pose a risk to occupant safety
1. Safe, secure, and compliant
installation
5.0301.1e Sealing  SF  MH  MF 
Specification Objective
1. Before installing through-wall unit, seal all adjacent framing and
provide a sealed and sleeved opening.
2. After installation, seal the perimeter with suitable materials (e.g.,
ASTM C1193).
1. Reduce air movement
around installed unit.
5.0301.1f Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation
5.0301.1g Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions and installer contact
information
1. Provide occupants and
service technicians with
instructions
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5.0301.2: PTAC/PTHP Units
Desired Outcome: Efficient, safe, and compliant dwelling conditioning that functions as designed.
5.0301.2a Load Calculation  SF  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) […]
using interior design temperatures of 70°F for heating. [ECOS is
deemed to meet this requirement.]
2. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0301.2b Equipment Selection  SF  MF 
Specification Objective
1. Select new unit that:
• Is ENERGY STAR® qualified or equivalent;
• Does not use electric resistance heat as the primary heat
source (i.e., select Heat Pump units);
• Is corrosion-resistant in marine climates; and
• Is ducted if conditioning multiple rooms.
1. Select efficient, corrosion-
resistant system that
conditions intended area.
5.0301.2c Installation  SF  MF 
Specification Objective
1. Install unit per manufacturer specifications and in accord with
applicable building code.
2. Where applicable, unit controls and thermostat must comply with
the operable parts provisions of ICC A117.1 when the dwelling unit
is required to be accessible per ADA.
3. Where required, maintain egress requirements in accordance with
ANSI/NFPA 101 and local laws
1. Safe, compliant, and
accessible installation that
meets egress requirements
5.0301.2d Condensate Disposal  SF  MF 
Specification Objective
1. Pipe condensate away from the building or to a sanitary drain.
2. Insulate condensate drain to a minimum of R-3 if danger of
freezing or condensation exists.
1. Functional condensate
drain.
5.0301.2e Sealing  SF  MF 
Specification Objective
1. Before installing through-wall unit, seal all adjacent framing and
provide a sealed and sleeved opening.
2. After installation, seal the perimeter with suitable materials (e.g.,
ASTM C1193).
1. Reduce air movement
around installed unit.
5.0301.2f Insulation  SF  MF 
Specification Objective
1. If unit is ducted, insulate all cooling ducts (including those inside
the thermal boundary) in accordance with SWS Detail “General
Duct Insulation”.
1. Prevent water damage from
condensation.
5.0301.2g Disposal  SF  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.

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5.0301.2h Documentation  SF  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions and installer contact
information
1. Provide occupants and
service technicians with
instructions
5.0301.3: Wall Furnace
Desired Outcome: Efficient, safe, and compliant dwelling conditioning that functions as designed.
5.0301.3a Load Calculation  SF  MF 
Specification [Policy Clarification] Objective
1. Perform residential load calculation in accordance with the current
version of ANSI/ACCA Manual J (Residential Load Calculation) […]
using interior design temperatures of 70°F for heating. [ECOS is
deemed to meet this requirement.]
2. Calculated loads based on post-retrofit dwelling characteristics.
1. Equipment design load
calculated correctly for
post-retrofit dwelling.
5.0301.3b Equipment Selection  SF  MF 
Specification Objective
1. Select new unit that:
• Is ENERGY STAR® qualified or equivalent; and
• Is ducted if conditioning multiple rooms.
1. Select efficient, corrosion-
resistant system that
conditions intended area.
5.0301.3c Installation  SF  MF 
Specification Objective
1. Install unit per manufacturer specifications and in accord with
applicable building code.
2. Supply air temperature and gas pressure will be within the
manufacturer specifications.
1. Safe and compliant
installation.
5.0301.3d Controls  SF  MF 
Specification Objective
1. Install a wall mounted thermostat that is not directly affected by
supply air flow.
1. Effective and accessible
controls.
5.0301.3e Condensate Disposal  SF  MF 
Specification Objective
1. Pipe condensate away from the building or to a sanitary drain.
2. Insulate condensate drain to a minimum of R-3 if danger of
freezing or condensation exists.
1. Functional condensate
drain.
5.0301.3f Sealing  SF  MF 
Specification Objective
1. Before installing unit, seal adjacent framing or cavity if recessed
into wall.
2. After installation, seal the perimeter with suitable materials.
3. Seal all penetrations through the thermal boundary.
1. Reduce air movement
around installed unit or in
wall cavity
5.0301.3g Disposal  SF  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.

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5.0301.3h Documentation  SF  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions and installer contact
information
1. Provide occupants and
service technicians with
instructions.
Policy 5.04: Solar Gain Reduction
5.0401: Landscaping
5.0401.1: Indigenous Shading
Desired Outcome: Heat gain reduced in cooling season.
5.0401.1a Plant Selection  SF  MH  MF 
Specification Objective
1. Select plantings that are:
• Indigenous and drought resistant;
• Evergreen, in cooling dominated climates; and
• Deciduous, in heating dominated climates.
1. Plantings survive in local
conditions using minimum
amount of water and
provide seasonally correct
shading.
5.0401.1b Plant Size  SF  MH  MF 
Specification Objective
1. Select plants that will not grow to a height that would cause
damage to the home if it or any part of it fell on the home.
1. Reduce possibility of
building damage.
5.0402: Reflective Roofs
5.0402.1: Reflective Roof Coatings
Desired Outcome: Reduced solar heat gain.
5.0402.1a Material Selection  SF  MH  MF 
Specification Objective
1. Material will be:
• Approved by manufacturer for application to existing roof
material/coating;
• An ENERGY STAR® qualified reflective coating; and
• Durable, flexible, reflective, and meet ASTM D412, ASTM
D1737, and UL 790 Class A or LEED New Construction
Reflective Roof standard.
1. Durable, compatible, and
effective roof coating.
5.0402.1b Preparation  SF  MH  MF 
Specification Objective
1. Strip roof of all debris, algae, and peeled and loose coatings.
2. Make roof repairs and seal all penetrations before application.
3. Verify roof is clean, dry, and structurally sound.
1. Fully bonded roof coating.
5.0402.1c Application  SF  MH  MF 
Specification Objective
1. Apply roof-coating in accordance with manufacturer specifications. 1. Properly applied coating.

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Policy 5.05: Combustion Safety
5.0501: Combustion Appliance Zones
5.0501.1: Isolate CAZ
Desired Outcome: Combustion appliances unaffected by pressure changes in conditioned area Isolated
room is outside the thermal and pressure boundary
5.0501.1a Air Sealing  SF  MH  MF 
Specification Objective
1. Air Seal in accordance with SWS Subtopic “General Air Sealing”.
2. Apply a continuous seal at all penetrations, gaps, cracks, etc. of
the pressure boundary between the isolated room and conditioned
space using sufficient pressure to push sealant into any gaps or
cracks and contact any backing or infill material required.
1. Establish new pressure
boundary that is durable.
5.0501.1b Ductwork  SF  MH  MF 
Specification Objective
1. Remove and seal register/grill openings of any return or supply
ducting in the isolated room.
2. Seal all ductwork existing inside the isolated room according to
SWS detail for “Duct Sealing”.
3. Insulate all ductwork existing inside the isolated room according to
SWS detail “General Duct Insulation”.
1. Sealed, insulated, and
condensation free ducts
that do not affect CAZ
pressure.
5.0501.1c Plumbing  SF  MH  MF 
Specification Objective
1. Insulate all plumbing pipes according to SWS detail for
“Distribution Insulation”.
1. Freeze-proof plumbing.
5.0501.1d Walls/Floors/Ceilings  SF  MH  MF 
Specification Objective
1. Insulate all surfaces of the isolated room between the room and
conditioned space to the applicable code minimum for the climate
zone according to the IECC and applicable SWS.
1. Continuous thermal
boundary.
5.0501.1e Combustion Air  SF  MH  MF 
Specification Objective
1. Provide outdoor combustion air to the isolated room according to
SWS detail for “Combustion Air-Fuel-Fired Appliances”.
1. Appliances have sufficient
combustion air.
5.0502: Combustion Air
5.0502.1: Combustion Air Fuel-Fired Appliances
Desired Outcome: Sufficient combustion air provided to appliances.
5.0502.1a Design  SF  MF 
Specification Objective
1. Calculate combustion air needs in conformance with the applicable
code (i.e., NFPA 54, IFGC, or NFPA 31) and manufacturer
requirements.
2. In instances where conflicts occur between the code and the
manufacturer’s installation instructions, the more restrictive
provisions shall apply (i.e., more air rather than less).
3. The minimum required volume is 50 cubic feet per 1,000 BTU/h,
except that where the air infiltration rate is known to be less than
0.40 ACH, then use alternate calculation from IFGC.
1. Compliant and safe amount
of combustion air for
appliance.

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5.0502.1b Installation  SF  MF 
Specification Objective
1. Provide combustion air in conformance with the applicable code
(i.e., NFPA 54, IFGC, or NFPA 31) and manufacturer specifications.
2. In instances where conflicts occur between the code and the
manufacturer’s installation instructions, the more restrictive
provisions shall apply (i.e., more air rather than less).
1. Compliant combustion air
supply.
5.0503: Appliance Venting
5.0503.1: Fuel-Fired Appliance Venting
Desired Outcome: Combustion by-products safely vented to the outdoors.
5.0503.1a Design  SF  MH  MF 
Specification Objective
1. Design combustion appliance venting in accordance with applicable
code (i.e., NFPA 54, NFPA 31, IFGC) and manufacturer
specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
combustion venting design.
5.0503.1b Materials  SF  MH  MF 
Specification Objective
1. Select combustion appliance vent materials in accordance with
applicable code (i.e., NFPA 54, NFPA 31, IFGC) and manufacturer
specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
combustion venting
materials.
5.0503.1c Installation  SF  MH  MF 
Specification Objective
1. Install combustion appliance venting in accordance with applicable
code (i.e., NFPA 54, NFPA 31, IFGC) and manufacturer
specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
combustion venting
installation.
5.0503.1d Terminations  SF  MH  MF 
Specification Objective
1. Install combustion appliance terminations in accordance with
applicable code (i.e., NFPA 54, NFPA 31, IFGC) and manufacturer
specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
combustion venting
termination.
5.0503.1e Chimney Liners  SF  MH  MF 
Specification Objective
1. Select and install chimney liners for combustion appliances in
accordance with applicable code (i.e., NFPA 54, NFPA 31, IFGC)
and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant chimney
liner installation.

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5.0504: Fuel Delivery
5.0504.1: Natural Gas/Propane Fuel Piping
Desired Outcome: Safe, leak free, and optimal gas supply to all gas-fired equipment.
5.0504.1a Material Selection  SF  MH  MF 
Specification Objective
1. Select approved pipe type in accordance with applicable code (e.g.,
NFPA 54/ANSI/AGA Z223.1).
1. Select compliant materials.
5.0504.1b Gas Piping Size  SF  MH  MF 
Specification Objective
1. Install gas piping capable of supporting the total connected load of
all appliances in accordance with applicable code (e.g., NFPA
54/ANSI/AGA Z223.1).
1. Ensure safe and proper gas
supply to equipment.
5.0504.1c Piping Location  SF  MH  MF 
Specification Objective
1. Locate/route gas piping/train so as to not create a trip hazard, not
be damaged by water, and to create the least pressure drop
possible.
1. Durable, safe, and effective
installation.
5.0504.1d Support  SF  MH  MF 
Specification Objective
1. Support gas piping in compliance with applicable code (e.g., NFPA
54/ANSI/AGA Z223.1).
1. Adequate and compliant
pipe support.
5.0504.1e Required Components  SF  MH  MF 
Specification Objective
1. All piping installations must contain at a minimum a manual gas
shut off valve, union joint, and a sediment trap at each appliance.
1. Safely allow service,
replacement, and
emergency shutoff of
individual appliances.
2. Protect appliance from
moisture and debris in gas.
5.0504.1f Gas Pressure Regulator Venting  SF  MH  MF 
Specification Objective
1. If installed, vent all gas pressure regulators requiring venting to
outside the building with code approved rigid pipe.
2. Terminate pipe in a safe location without any thread, coupling,
fitting, etc. that would allow a plug to be easily fitted.
1. Vent flammable gasses
outside the building.
5.0504.1g Sealing  SF  MH  MF 
Specification Objective
1. Seal all gas piping in accordance with manufacturer specifications. 1. Leak free gas piping.
5.0504.1h Safety Devices for Propane  SF  MH  MF 
Specification Objective
1. Install a secondary LP safety detector system (e.g., valve, exhaust
fan, alarm light) for propane piping installed below grade.
1. Detect accumulation of
dangerous levels of propane
in areas that are below
grade.
5.0504.1i Gas Boosters  SF  MH  MF 
Specification Objective
1. If a gas pressure booster is necessary, confirm compatibility with
the gas-fired equipment and check low and high gas pressure
switches for proper operation.
1. Gas pressure booster is
compatible and safe.
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5.0504.2: Oil Piping
Desired Outcome: Safe, leak free, and optimal oil supply to all oil-fired equipment.
5.0504.2a Material Selection  SF  MH  MF 
Specification Objective
1. Select approved pipe type in accordance with applicable code (e.g.,
NFPA 31, IMC).
1. Select compliant materials.
5.0504.2b Piping Location  SF  MH  MF 
Specification Objective
1. Locate/route oil piping so as to not create a trip hazard and not be
damaged by water.
1. Durable, safe, and effective
installation.
5.0504.2c Support  SF  MH  MF 
Specification Objective
1. Support oil piping in compliance with applicable code (e.g., NFPA
31, IMC).
1. Adequate and compliant
pipe support.
5.0504.2d Required Components  SF  MH  MF 
Specification Objective
1. All piping installations must contain at a minimum: a fire valve, a
manual oil shut off valve, union joint, and filter fitting for each
appliance.
1. Safely allow service,
replacement, and
emergency shutoff of
individual appliances.
2. Protect equipment from
debris in fuel.
5.0504.2e Pumps  SF  MH  MF 
Specification Objective
1. If a fuel pump is required, design it in accordance with
manufacturer specifications based on fuel type, distance from tank,
and equipment size.
2. Install a serviceable strainer in the pump supply side.
3. Pump must be interlocked with appliance to cut off when appliance
is not functioning.
1. Provide adequate and clean
fuel supply while protecting
installed equipment.
5.0504.2f Line Connections  SF  MH  MF 
Specification Objective
1. Use connectors and filter fittings that are approved by applicable
code (e.g., NFPA 31, IMC).
1. Compliant oil line
installation.
Policy 5.88: Special Considerations
5.8801: Equipment Removal
5.8801.1: Decommissioning
Desired Outcome: Protect workers, occupants, and environment during equipment removal.
5.8801.1a Utility Disconnect  SF  MH  MF 
Specification Objective
1. Turn off and lock out electricity and fuel prior to beginning removal
of old appliance.
1. Protect workers and
occupants from injury.
5.8801.1b Refrigerant Recovery  SF  MH  MF 
Specification Objective
1. Recover and recycle all refrigerants in accordance with local and
federal law (i.e., 40 CFR 608).
1. Protect environment and
comply with regulation.

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5.8801.1c Equipment Disconnection  SF  MH  MF 
Specification Objective
1. Disconnect all attachments to the equipment and terminate in
accordance with applicable code and industry practice (e.g.,
refrigerant lines, plumbing, ducts, wiring, vents, fuel supply).
1. Equipment ready for
physical removal.
5.8801.1d Equipment Removal  SF  MH  MF 
Specification Objective
1. Remove existing equipment (e.g., furnace, air handler, boiler,
evaporator, condensing unit) from premises without damaging or
disturbing property or existing insulation.
2. Old equipment may not be left on client’s property.
1. Equipment removed without
physical damage to
property.
5.8801.1e Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.

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Chapter 6: Ventilation
Policy 6.01: Infrastructure
6.0101: Components
6.0101.1: Ventilation Ducts
Desired Outcome: Durable, safe, airtight, and effective ventilation ducts that move the required air
volume.
6.0101.1a Material Selection  SF  MH  MF 
Specification Objective
1. Select duct materials that have a flame spread no greater than 25.
2. Select flexible ducts that are UL 181 listed or Air Diffusion Council
approved.
3. Select rigid ducts of 28 gauge or thicker.
4. Select duct insulation with a flame spread/smoke development
index of 25/50 or less when tested according to ASTM E84 or UL
723.
1. Select durable, safe, and
effective duct materials.
6.0101.1b Design and Configuration  SF  MH  MF 
Specification Objective
1. Install ventilation ducts as short, straight, smooth and fully
extended as possible considering the following: Vent termination
location; Amount of space for duct run; Roof condition, type, and
access (e.g., metal, shingle, bowstring, flat).
2. Choose duct diameter that is equal to or greater than the exhaust
fan outlet.
3. Slope duct downwards towards the termination when possible.
4. Install flexible duct so the radius at the centerline of any turn is no
less than one duct diameter.
1. Smooth and direct air
movement.
6.0101.1c Combining Air Streams  SF  MH  MF 
Specification Objective
1. If combining ducts, combine them on the upstream side of fan
using “Y”-fittings or collection boxes.
2. Do not combine dryer, kitchen, or garage exhausts streams with
any other exhaust stream.
1. Effective, safe exhaust of
air from multiport systems.
6.0101.1d Mechanical Fastening  SF  MH  MF 
Specification Objective
1. Fasten all ducts as follows:
• Round metal-to-metal or metal-to-PVC with a minimum of
three equally spaced screws;
• For other metal-to-metal or metal-to-PVC with welds, gaskets,
mastics (adhesives), mastic-embedded-fabric systems, or
tapes;
• Flexible duct-to-metal or flexible duct-to-PVC with tie bands
using a tie band tensioning tool;
• PVC-to-PVC materials with approved PVC primer and cement;
and
• Fasten other specialized duct fittings in accordance with
manufacturer specifications.
1. Durable duct connections.
6.0101.1e Sealing  SF  MH  MF 
Specification Objective
1. Seal all duct connections with UL 181B or 181B-M listed materials
(e.g., mastic, tape).
1. Airtight duct connections.

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6.0101.1f Insulation  SF  MH  MF 
Specification Objective
1. Insulate all ducts installed outside of the thermal boundary to a
minimum of R-8.
2. Insulate all ductwork exposed to the exterior of the building to a
minimum of R-12.
1. Prevent condensation.
6.0101.1g Support  SF  MH  MF 
Specification Objective
1. Support flexible and duct board ducts every 4’ or less using a
minimum of 1½” wide material.
2. Install support materials in a way that does not crimp ductwork or
cause the interior dimensions of the ductwork to be less than
specified.
3. Support metal ducts every 10’ or less using ½” or wider material,
using 18 gauge or greater strapping or 12 gauge or greater
galvanized wire.
1. Ducts secured to prevent
damage.
6.0101.2 Exhaust Terminations
Desired Outcome: Appropriate, safe, weather-tight, pest-resistant, and effective termination fittings with
unrestricted air flow.
6.0101.2a Selection  SF  MH  MF 
Specification Objective
1. Select termination fitting:
• That is appropriate for regional weather conditions and
installation location;
• With an integrated collar at least the same diameter as the
exhaust duct outlet;
• With an integrated pest screen with holes no less than ¼” and
no greater than ½”, except for dryer terminations which will
have no pest screen;
• For kitchen exhaust: made from galvanized steel, stainless
steel, or copper;
• For dryer exhaust: that is designed for dryers exhaust and
does not include a pest screen; and
• In very cold climates: that have no backflow dampers or use
backflow dampers that resist freezing.
1. Appropriate, safe, and
weather resistant
termination.
6.0101.2b Damper (if Applicable)  SF  MH  MF 
Specification Objective
1. Damper must open in the direction of the desired flow.
2. Damper will close when system is off.
3. No damper is required if the system operates continuously.
1. Prevent unwanted air
movement while not
restricting desired air flow.
6.0101.2c Location  SF  MH  MF 
Specification Objective
1. Install termination to exhaust to the outdoors, which does not
include unconditioned spaces such as attics and crawl spaces that
are ventilated with the outdoors.
2. Install terminations:
• A minimum of 3’ away from any property line;
• A minimum of 3’ away from operable opening to houses;
• A minimum of 10’ away from mechanical intake;
• Above the snow-line.
3. If the termination is at the soffit, seal all soffit vents within 6’ of
the termination.
1. Prevent exhaust from
reentering the structure.

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6.0101.2d Installation  SF  MH  MF 
Specification Objective
1. Cut hole no larger than a ¼” greater than the termination fitting.
2. Weather seal and flash the exterior fitting.
3. Mechanically fasten termination in place following manufacturer
specifications.
4. Do not inhibit damper operation if included in termination.
1. Weather-resistant, durable,
and effective installation.
6.0101.2e Duct to Termination Connection  SF  MH  MF 
Specification Objective
1. If termination collar is larger than exhaust duct install a rigid metal
transition.
1. Effective termination
connection.
6.0101.2f Sealing  SF  MH  MF 
Specification Objective
1. Seal all duct connections with UL 181B or 181B-M listed materials
(e.g., mastic, tape).
1. Airtight duct connections.
6.0101.3: Exterior Intakes
Desired Outcome: Appropriate, safe, weather-tight, pest-resistant and effective intake fittings with
unrestricted air flow.
6.0101.3a Selection  SF  MH  MF 
Specification Objective
1. Select intake fitting:
• That is appropriate for regional weather conditions and
installation location;
• With an integrated collar at least the same diameter as the
exhaust duct outlet;
• With an integrated pest screen with holes no less than ¼” and
no greater than ½”;
• In very cold climates that have no backflow dampers or use
backflow dampers that resist freezing.
1. Appropriate, safe, and
weather resistant
termination.
6.0101.3b Damper (if Applicable)  SF  MH  MF 
Specification Objective
1. Damper must open in the direction of the desired flow.
2. Damper will close when system is off.
3. No damper is required if the system operates continuously.
1. Prevent unwanted air
movement while not
restricting desired air flow.
6.0101.3c Location  SF  MH  MF 
Specification Objective
1. Install intake to pull air from the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install intake:
• A minimum of 6” from grade;
• A minimum of 10’ from contaminant sources or exhaust
outlets;
• Above local snow or flood line;
• A minimum of 18” above an asphalt based roof; and
• Never on a flat roof
1. Unrestricted entry of
contaminant-free air

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6.0101.3d Installation  SF  MH  MF 
Specification Objective
1. Cut hole no larger than a ¼” greater than the termination fitting.
2. Weather seal and flash the exterior fitting.
3. Mechanically fasten termination in place following manufacturer
specifications.
4. Do not inhibit damper operation if included in termination.
1. Weather-resistant, durable,
and effective installation.
6.0101.3e Duct to Termination Connection  SF  MH  MF 
Specification Objective
1. If termination collar is larger than intake duct install a rigid metal
transition.
1. Effective termination
connection.
6.0101.3g Sealing  SF  MH  MF 
Specification Objective
1. Seal all duct connections with UL 181B or 181B-M listed materials
(e.g., mastic, tape).
1. Airtight duct connections.
6.0101.4: Fan Controls
Desired Outcome: Safe and effective fan control that supports the ventilation strategy.
6.0101.4a Intermittent/Continuous Operation  SF  MH  MF 
Specification Objective
1. Install controls that are either internal to the fan or external.
2. For intermittent ventilation strategies: Install a controller that can
operate the fan intermittently to produce the intended flow.
3. For continuous ventilation strategies: Install an automatic
controller that can operate the fan continuously to meet the
intended flow rate.
4. Only use continuous operation controls on fans containing ECM
motors rated for continuous operation.
1. Meet intended ventilation
strategy.
6.0101.4b Optional Sensors  SF  MH  MF 
Specification Objective
1. Install a manual override control to activate the fan as necessary.
2. Occupancy sensors/humidistat:
• Install an occupancy sensor and/or humidistat designed to
function with the chosen fan and in accordance with
manufacturer specifications.
3. Carbon dioxide sensors (demand control):
• Only use CO₂ sensors with VFD or multispeed fans.
1. Provide ventilation on an
as-needed basis.
6.0101.4c Manual Override  SF  MH  MF 
Specification Objective
1. Install a clearly labeled manual service disconnect for all
ventilation fan controls.
1. Service disconnect
available.
6.0101.4d Labeling, if Applicable  SF  MH  MF 
Specification Objective
1. Clearly label all whole-house ventilation system controls “Whole-
House Ventilation Control”.
1. Fan control operation made
clear.

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6.0101.5: Airflow Control Devices
Desired Outcome: Safe, balanced, and effective airflow control.
6.0101.5a Pre-Work Qualifications  SF  MF 
Specification Objective
1. Verify:
• Air flow regulator specifications are appropriate to site
conditions(e.g., duct size, type, shape, register type, duct
static pressure).
• Presence and type of fire dampers and smoke control devices.
1. Verify safety and
appropriate regulator
design.
6.0101.5b Material Selection  SF  MF 
Specification Objective
1. Select appropriate air flow regulator or orifice for the opening and
desired airflow that will not interfere with the operation of smoke
and fire dampers.
1. Moderate air flow safely and
efficiently.
6.0101.5c Installation  SF  MF 
Specification Objective
1. Securely fasten transition or adapter according to manufacturer
specifications.
2. Install flow control device in the proper orientation for the desired
flow direction.
3. Set adjustable devices to preliminary balancing position per the
design specifications.
1. Secure and properly
oriented device
6.0101.5d Sealing  SF  MF 
Specification Objective
1. Seal all connections with UL 181B or 181B-M listed materials (e.g.,
mastic, tape).
1. Airtight installation.
6.0101.5e Fire Safety  SF  MF 
Specification Objective
1. Verify installed air flow device will not interfere with proper
operation of smoke and fire dampers
1. Proper function of fire
safety systems.
6.0101.6: Variable Frequency Drives and Electrically Commutated Motors
Desired Outcome: Improve fan efficiency and control systems.
6.0101.6a Pre-Work Qualifications MF 
Specification Objective
1. Evaluate motors for compatibility with variable frequency drive
(VFD).
2. Analyze load profile and source equipment for use of VFD to
provide variable ventilation rates.
1. Ensure existing system is
compatible with VFD use.
6.0101.6b Installation MF 
Specification Objective
1. Replace motor and/or starter per the manufacturer’s specifications
and in compliance with applicable codes.
1. Ensure that VFD or ECM
installed safely and
effectively.
6.0101.6c Feedback Sensors MF 
Specification Objective
1. If using a sensor-controlled strategy, install feedback sensors in
accordance with manufacturer specifications at locations that will
optimize the chosen control strategy
1. Optimize VFD or ECM
operation

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6.0101.6d Manual Controls MF 
Specification Objective
1. Install manual controls in accordance with manufacturer
specifications at a location easy to access for continued operation.
1. Safe and effective manual
operation.
6.0101.6e Initial Setup MF 
Specification Objective
1. Set VFD and/or ECM parameters to accept feedback from sensors
dependent upon chosen control strategy.
2. Optimize system to meet design ventilation rates at the lowest
possible speed setting.
1. Minimal fan speed for
ventilation rate.
Policy 6.02: Local Ventilation
6.0201: Exhaust Systems
6.0201.1: Surface Mounted
Desired Outcome: Efficient, safe, quiet, and effective removal of air contaminants from area.
6.0201.1a Fan Selection  SF  MH  MF 
Specification Objective
1. Select a fan that:
• Produces no more than 2.0 sones at maximum speed;
• Has an efficacy of 4 CFM/watt or more; and
• Moves at least 50 CFM after installation, ducting, and
termination is complete.
1. Select efficient and quiet
equipment.
6.0201.1b Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• For use inside the pressure boundary select low volatile organic
compound (VOC) sealants that meet independent testing and
verification protocols.
1. Select safe and effective
sealant.
6.0201.1c Damper  SF  MH  MF 
Specification Objective
1. If the fan does not contain an integrated damper, install a damper
that:
• Opens in the direction of the desired flow; and
• Closes when the system is off.
1. Prevent unwanted air
movement while not
restricting desired air flow
6.0201.1d Location  SF  MH  MF 
Specification Objective
1. Install fan near the center of the space where odor, moisture, or
other contaminants are generated but not inside a shower unless
fan is rated for wet location installation.
1. Effective location for
removal of contaminants.
6.0201.1e Opening Preparation  SF  MH  MF 
Specification Objective
1. Cut hole for fan leaving no more than a ¼” gap on each side of the
fan assembly.
1. Properly sized opening.

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6.0201.1f Fan Orientation  SF  MH  MF 
Specification Objective
1. Orient the fan outlet toward the final termination location and so
the equivalent length of the duct run is as short as possible.
1. Short, effective fan venting.
6.0201.1g Fan Mounting  SF  MH  MF 
Specification Objective
1. Mount fan using mechanical fasteners and per manufacturer’s
specifications so that fan housing does not shake, rattle, or vibrate
when operating.
1. Securely mounted fan.
6.0201.1h Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0201.1i Sealing  SF  MH  MF 
Specification Objective
1. Seal gap around fan housing and enclose fan housing when
possible.
1. Airtight fan installation.
6.0201.1j Insulate Housing  SF  MH  MF 
Specification Objective
1. If fan housing is installed in unconditioned space, insulate fan
housing to a minimum of R-8 or cover with insulation of more than
R-8.
1. Prevent condensation.
6.0201.1k Fan Access  SF  MH  MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Accessible for service.
6.0201.1l Venting  SF  MH  MF 
Specification Objective
1. Duct and terminate fan to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors, in accordance with SWS detail for
“Ventilation Ducts”.
1. Exhausted to outdoors.
6.0201.2: Kitchen Range Hoods
Desired Outcome: Efficient, safe, quiet, and effective removal of air contaminants from kitchens.
6.0201.2a Fan Selection  SF  MH  MF 
Specification Objective
1. Select a fan that:
• Is rated a maximum of 3 sones at one or more airflow settings
greater than or equal to 100 CFM;
• Has a minimum efficacy of 2.8 CFM/watt;
• Moves at least 100 CFM intermittently or 5 kitchen ACH
continuously after installation, ducting, and termination is
complete.
1. Select efficient and quiet
equipment that moves the
specified amount of air.

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6.0201.2b Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• For use inside the pressure boundary select low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
6.0201.2c Location  SF  MH  MF 
Specification Objective
1. Install fan within at least 5’ of the primary cooking surface (e.g.,
range, oven, stove).
1. Effective location for
removal of contaminants.
6.0201.2d Damper  SF  MH  MF 
Specification Objective
1. If the fan does not contain an integrated damper, install a damper
that:
• Opens in the direction of the desired flow; and
• Closes when the system is off.
1. Prevent unwanted air
movement while not
restricting desired air flow
6.0201.2e Installation  SF  MH  MF 
Specification Objective
1. Mount fan using mechanical fasteners and per manufacturer
specifications so that fan housing does not shake, rattle, or vibrate
when operating.
2. Ensure internal components are correctly oriented to exhaust air
through the duct system.
1. Securely mounted and vent
ready fan.
6.0201.2f Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code
1. Prevent an electrical
hazard.
6.0201.2g Sealing  SF  MH  MF 
Specification Objective
1. Seal any gap around fan housing where air can leak to outside the
pressure boundary.
1. Reduce infiltration.
6.0201.2h Fan Access  SF  MH  MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Accessible for service.
6.0201.2i Venting  SF  MH  MF 
Specification Objective
1. Duct fan flow through smooth wall metal duct and terminated to
the outdoors, which does not include unconditioned spaces such as
attics and crawl spaces that are ventilated with the outdoors, in
accordance with SWS detail for “Ventilation Ducts”.
1. Safely exhausted to
outdoors.
6.0201.2j Make-Up Air  SF  MF 
Specification Objective
1. Provide make-up air if the range hood operation interferes with
combustion appliance operation.
1. Prevent excessive
depressurization from fan.

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6.0201.3: Inline and Multiport Fans
Desired Outcome: Efficient, safe, durable, and airtight fan installation that maximizes air flow.
6.0201.3a Fan Selection  SF  MH  MF 
Specification Objective
1. Select a fan that:
• Has an electrically commutated motor; and
• Has an efficacy of 3.8 CFM/watt or more.
1. Efficient fan selection.
6.0201.3b Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• For use inside the pressure boundary select low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
6.0201.3c Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0201.3d Fan Orientation  SF  MH  MF 
Specification Objective
1. Orient the fan outlet toward the final termination location and so
the equivalent length of the duct run is as short as possible.
1. Short, effective fan venting.
6.0201.3e Fan Mounting  SF  MH  MF 
Specification Objective
1. Mount fan using mechanical fasteners and per manufacturer’s
specifications so that fan housing does not shake, rattle, or vibrate
when operating.
1. Securely mounted fan.
6.0201.3f Damper  SF  MH  MF 
Specification Objective
1. If the fan does not contain an integrated damper, install a damper
that:
• Opens in the direction of the desired flow; and
• Closes when the system is off.
1. Prevent unwanted air
movement while not
restricting desired air flow.
6.0201.3g Intake Grill Openings  SF  MH  MF 
Specification Objective
1. Cut hole for intakes leaving no more than a ⅛” gap on each side.
2. Install register boots using mechanical fasteners sufficient to
prevent movement.
1. Durable intake boots with
properly sized opening.
6.0201.3h Air Sealing  SF  MH  MF 
Specification Objective
1. Seal gaps around intake register boots with compatible sealant. 1. Airtight fan installation.
6.0201.3i Fan Access  SF  MH  MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Accessible for service.

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6.0201.3j Venting  SF  MH  MF 
Specification Objective
1. Duct and terminate fan to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors, in accordance with SWS detail for
“Ventilation Ducts”.
1. Exhausted to outdoors.
6.0201.4: Garage Exhaust Fans
Desired Outcome: Safely and efficiently remove pollutants from garage space.
6.0201.4a Fan Selection  SF  MF 
Specification Objective
1. Select a fan that:
• Has an electrically commutated motor;
• Has an efficacy of 3.8 CFM/watt or more;
• Exhausts 100 CFM per garage bay after installation.
1. Efficient fan selection.
6.0201.4b Sealant Selection  SF  MF 
Specification Objective
1. Select sealants that:
• Are compatible with their intended surfaces;
• Allow for differential expansion and contraction between
dissimilar materials;
• Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
• For use inside the pressure boundary select low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.
6.0201.4c Wiring  SF  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0201.4d Fan Orientation  SF  MF 
Specification Objective
1. Orient the fan outlet toward the final termination location so the
equivalent length of the duct run is as short as possible.
1. Short, effective fan venting.
6.0201.4e Fan Mounting  SF  MF 
Specification Objective
1. Mount fan using mechanical fasteners and per manufacturer’s
specifications so that fan housing does not shake, rattle, or vibrate
when operating.
1. Securely mounted fan.
6.0201.4f Damper  SF  MF 
Specification Objective
1. If the fan does not contain an integrated damper, install a damper
that:
• Opens in the direction of the desired flow; and
• Closes when the system is off.
1. Prevent unwanted air
movement while not
restricting desired air flow
6.0201.4g Controls  SF  MF 
Specification Objective
1. Fan must operate continuously or have automatic controls that
activate the fan whenever the garage is occupied and for 15
minutes after the garage is vacated.
1. Correct exhaust strategy.

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6.0201.4h Exhaust System Openings  SF  MF 
Specification Objective
1. Cut hole for intakes or surface mounted fans leaving no more than
a ¼” gap on each side.
2. Install register boots using mechanical fasteners sufficient to
prevent movement.
1. Durable intake boots with
properly sized opening.
6.0201.4i Air Sealing  SF  MF 
Specification Objective
1. Seal gaps around intake register boots or fan housing with
compatible sealant.
2. Seal leakage locations between living space and garage.
3. Remove or cap and seal supply and/or return registers in garage
that are connected to the same duct system as living space.
1. Minimize air exchange
between garage and
dwelling.
6.0201.4j Fan Access  SF  MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Accessible for service.
6.0201.4k Outdoor Termination Location  SF  MF 
Specification Objective
1. Terminate exhaust venting a minimum of 15’ from any doors,
windows, or outside air intakes
1. Prevent reentry of
exhausted pollutants.
6.0201.4l Venting  SF  MF 
Specification Objective
1. Duct and terminate fan to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors, in accordance with SWS detail for
“Ventilation Ducts”.
1. Exhausted to outdoors.
6.0202: Appliance Exhaust
6.0202.1: Clothes Dryer
Desired Outcome: Dryer vented to outdoors safely and effectively.
6.0202.1a Duct Selection  SF  MH  MF 
Specification Objective
1. Select dryer transition ducting materials that are UL 2158A
approved and less than 8’ in total length with no joints.
2. Select primary dryer ducting material that is 28 gauge metal with a
smooth interior.
1. Smooth airflow that does
not collect lint.
6.0202.1b Venting Installation  SF  MH  MF 
Specification Objective
1. Vent all clothes dryers to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Choose the shortest practical installation path.
3. Install a dryer booster fan that is listed and labeled to UL 705 for
dryer ducts exceeding 35’ in equivalent length.
4. Install ducts according to SWS detail for “Ventilation Ducts”.
1. Dryer ducted to outdoors
durably and effectively.

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6.0202.1c Lint Collection Devices  SF  MH  MF 
Specification Objective
1. If a lint collection device is installed, it must:
• Be UL approved for dryers;
• Be installed according to manufacturer specifications; and
• Be airtight when dryer is operating.
1. Safe and airtight lint
collection
6.0202.1d Mechanical Fasteners  SF  MH  MF 
Specification Objective
1. Fasten all duct connections with mechanical fasteners that do not
penetrate the interior of the duct (e.g., clamps, gasketed fitting).
2. No fastener may penetrate the interior of the duct.
1. Securely fastened without
obstructing flow.
6.0202.1e Make-Up Air  SF  MH  MF 
Specification Objective
1. If the dryer operation interferes with combustion appliance
operation, make-up air must be provided according to applicable
code.
1. Safe operation of
combustion appliances.
6.0202.1f Duct Insulation  SF  MH  MF 
Specification Objective
1. Insulate dryer ducts installed outside of the thermal boundary to a
minimum of R-8.
1. Prevent condensation.
6.0202.1g Termination Fitting  SF  MH  MF 
Specification Objective
1. Vent dryer through a termination manufactured for use with dryers
that includes a backdraft damper.
2. Termination may not contain a pest screen.
1. Dryer termination that is
effective, safe and does not
inhibit flow.
6.0202.1h Sealing  SF  MH  MF 
Specification Objective
1. Seal all duct connections with 181B or 181B-M listed material. 1. Airtight ducts.
6.0202.1i Condensing Dryers  SF  MH  MF 
Specification Objective
1. Plumb condensing dryers to a drain. 1. Condensate properly
disposed.
Policy 6.03: Whole-Building Ventilation
6.0301: Supply Ventilation
6.0301.1: Fresh Air Intake In Forced Air System
Desired Outcome: Efficiently supply adequate, clean ventilation air.
6.0301.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Existing forced air system duct leakage to outside will be less than
10% of the air handler flow when measured at 25pa with reference
to outside.
2. Any portion of the return located inside a combustion appliance
zone will be sealed.
1. Prevent contamination
through duct leakage.

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6.0301.1b Intake Location  SF  MH  MF 
Specification Objective
1. Install intake to pull air from the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install intake:
• A minimum of 6” from grade;
• A minimum of 10’ from contaminant sources or exhaust
outlets;
• Above local snow or flood line;
• A minimum of 18” above an asphalt based roof; and
• Never on a flat roof.
1. Unrestricted entry of
contaminant-free air.
6.0301.1c Labeling  SF  MH  MF 
Specification Objective
1. Intake fitting will be labeled “ventilation air intake”. 1. Prevent fitting restriction.
6.0301.1d Pest Exclusion  SF  MH  MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior intake with a hole size of no less than ¼” and no greater
than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
6.0301.1e Motorized Damper  SF  MH  MF 
Specification Objective
1. Install a motorized damper or equivalent between the intake fitting
and the return side duct connection.
2. Damper will be open only when the air handler fan is operating.
1. Prevent unwanted air flow.
6.0301.1f System Control  SF  MH  MF 
Specification Objective
1. Provide air flow by sequenced or scheduled operation of the
damper or equivalent technology.
2. Control system must operate both the air handler and the
motorized damper or be interlocked to prevent damper operation
when air handler is not on.
1. Sufficient controlled
ventilation rate.
6.0301.1g Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0301.1h Fresh Air Intake  SF  MH  MF 
Specification Objective
1. All mechanically-supplied outdoor air must pass through a filter
before combining with conditioned air.
2. Filtration must meet a minimum efficiency of MERV 8.
3. Filter or air cleaning systems that intentionally produce ozone are
not allowed.
1. Outdoor air filtered for
particles.
6.0301.1i Filter Accessibility and Fit  SF  MH  MF 
Specification Objective
1. Install filtration in a readily accessible location for service.
2. Filter opening must allow filter to be fully removed and inserted
without bending or damaging the filter.
3. Filter access panel must include gasket or comparable sealing
mechanism and fit snugly against exposed edge of filter when
closed.
4. Filter plenum must be airtight and mechanically fastened to
adjoining ductwork.
1. Filter accessible for service
and prevents air bypass.
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6.0301.1j Access  SF  MH  MF 
Specification Objective
1. Ensure motorized dampers and service disconnect switches are
accessible for maintenance according to NEC, or applicable building
code.
1. Serviceable parts are
readily accessible.
6.0301.1k Ducting  SF  MH  MF 
Specification Objective
1. Install all ducting in accordance with SWS detail for “Ventilation
Ducts”.
1. Unrestricted ventilation air
flow.
6.0301.1l Fire Dampers  SF  MH  MF 
Specification Objective
1. If fire dampers are required in the fresh air supply duct, install
them according to applicable building code.
2. Fire dampers must be accessible for inspection and/or testing.
3. Sealing activities must not interfere with the operation of fire
dampers, balancing dampers, or backdraft dampers.
1. Fire dampers function
effectively and are
accessible.
6.0301.1m System Balancing  SF  MH  MF 
Specification Objective
1. Adjust fan speed, dampers, and registers until design specifications
are met.
1. Ensure complete dwelling
ventilation.
6.0301.2: Dedicated Air Handler for Multiple Dwellings
Desired Outcome: Efficiently supply adequate, clean ventilation air.
6.0301.2a Fan Selection MF 
Specification Objective
1. Select a fan that:
• Has an electrically commutated motor and/or utilizes VFD
controllers;
• Is capable of maintaining a minimum operating static pressure
of .25” of water column or greater;
• Meets NEMA premium efficiency standards if the motor is 1
horsepower or larger;
• Is motors rated by the Home Ventilation Institute to satisfy
these requirements if the motor is less than 1 HP.
1. Adequate and efficient fan
motor.
6.0301.2b Intake Location MF 
Specification Objective
1. Install intake to pull air from the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install intake:
3. A minimum of 6” from grade;
4. A minimum of 10’ from contaminant sources or exhaust
outlets;
5. Above local snow or flood line;
6. A minimum of 18” above an asphalt based roof; and
7. Never on a flat roof.
1. Unrestricted entry of
contaminant-free air
6.0301.2c Labeling MF 
Specification Objective
1. Label exterior intake fitting with the words “Ventilation Air Intake”. 1. Prevent fitting restriction.

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6.0301.2d Pest Exclusion MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior intake with a hole size of no less than ¼” and no greater
than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
6.0301.2e Motorized Damper MF 
Specification Objective
1. Install a motorized damper or equivalent between the intake fitting
and the return side duct connection.
2. Damper will be open only when the air handler fan is operating.
1. Prevent unwanted air flow.
6.0301.2f Backdraft Prevention MF 
Specification Objective
1. Design one or more supply fans located upstream of all the supply
outlets to run continuously, or install a system of one or more
backdraft dampers to isolate each dwelling unit from the common
duct when the fan is not running.
1. Prevent air movement
between dwelling units.
6.0301.2g Wiring MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0301.2h Fresh Air Filtration MF 
Specification Objective
1. All mechanically-supplied outdoor air must pass through a filter
before combining with conditioned air.
2. Filtration must meet a minimum efficiency of MERV 8.
3. Filter or air cleaning systems that intentionally produce ozone are
not allowed.
1. Outdoor air filtered for
particles.
6.0301.2i Filter Accessibility and Fit MF 
Specification Objective
1. Install filtration in a readily accessible location for service.
2. Filter opening must allow filter to be fully removed and inserted
without bending or damaging the filter.
3. Filter access panel must include gasket or comparable sealing
mechanism and fit snugly against exposed edge of filter when
closed.
4. Filter plenum must be airtight and mechanically fastened to
adjoining ductwork.
1. Filter accessible for service
and prevents air bypass.
6.0301.2j Air Handler Mounting MF 
Specification Objective
1. Mount fan using mechanical fasteners per manufacturer’s
specifications and applicable code (e.g., seismic restraints).
2. Isolate air handling unit from the building framing unless
specifically designed to be directly attached.
1. Secure, vibration-isolated
air handler.
6.0301.2k Air Handler Duct Plenum Connection MF 
Specification Objective
1. Attach ductwork to air handler via a flexible connection and that
maintains the intended fan opening.
1. Efficient, vibration-resistant
plenum connections.
6.0301.2l Sealing MF 
Specification Objective
1. Seal all air moving portions of the system using UL 181 products. 1. Airtight ventilation system.

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6.0301.2m System Control MF 
Specification Objective
1. Provide air flow by sequenced or scheduled operation of the
damper or equivalent technology.
2. Control system must operate both the air handler and the
motorized damper or be interlocked to prevent damper operation
when air handler is not on.
1. Sufficient controlled
ventilation rate.
6.0301.2n Access MF 
Specification Objective
1. Ensure motorized damper, service disconnect switch, fan, filter,
and conditioning coils are accessible for maintenance according to
NEC and applicable building code.
1. Serviceable parts are
readily accessible.
6.0301.2o Fire Dampers MF 
Specification Objective
1. If fire dampers are required in the fresh air supply duct, install
them according to applicable building code.
2. Fire dampers must be accessible for inspection and/or testing.
3. Sealing activities must not interfere with the operation of fire
dampers, balancing dampers, or backdraft dampers.
1. Fire dampers function
effectively and are
accessible.
6.0301.2p System Balancing MF 
Specification Objective
1. Adjust fan speed, dampers, and registers until design specifications
are met.
1. Ensure complete dwelling
ventilation.
6.0302: Exhaust Ventilation
6.0302.1: Individual Exhaust Fan Serving Entire Dwelling
Desired Outcome: Safe, efficient, and adequate whole dwelling exhaust ventilation.
6.0302.1a Fan Selection  SF  MH  MF 
Specification Objective
1. Select a fan that:
2. Uses an ECM motor designed for continuous operation;
3. Produces no more than 1.0 sones at maximum speed; and
4. Has an efficacy of 2.8 CFM/watt or more.
1. Select efficient and quiet
equipment.
6.0302.1b Sealant Selection  SF  MH  MF 
Specification Objective
1. Select sealants that:
2. Are compatible with their intended surfaces;
3. Allow for differential expansion and contraction between
dissimilar materials;
4. Meet the requirements of the applicable fire safety code (e.g.,
thermal or ignition barriers); and
5. For use inside the pressure boundary select low-VOC sealants
that meet independent testing and verification protocols.
1. Select safe and effective
sealant.

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6.0302.1c Termination Location  SF  MH  MF 
Specification Objective
1. Terminate exhaust system to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install terminations: A minimum of 3’ away from any property line;
A minimum of 3’ away from operable opening to houses; A
minimum of 10’ away from mechanical intake; Above the snow-
line.
3. If the termination is at the soffit, seal soffit vents within 6’ of the
termination.
1. Prevent exhaust from
reentering the structure.
6.0302.1d Pest Exclusion  SF  MH  MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior termination with a hole size of no less than ¼” and no
greater than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
6.0302.1e Damper  SF  MH  MF 
Specification Objective
1. If the fan does not contain an integrated damper, install a damper
that:
2. Opens in the direction of the desired flow; and
3. Closes when the system is off.
1. Prevent unwanted air
movement while not
restricting desired air flow.
6.0302.1f Interior Intake Location  SF  MH  MF 
Specification Objective
1. Install exhaust intake in a central location within the main body of
the dwelling.
1. Effective location for
removal of contaminants.
6.0302.1g Opening Preparation  SF  MH  MF 
Specification Objective
1. Cut hole for exhaust intake leaving no more than a ¼” gap on each
side of the fan assembly.
1. Properly sized opening.
6.0302.1h Fan Orientation  SF  MH  MF 
Specification Objective
1. Orient the fan outlet toward the final termination location and so
the effective length of the duct run is as short as possible.
1. Short, effective fan venting.
6.0302.1i Fan Mounting  SF  MH  MF 
Specification Objective
1. Mount fan using mechanical fasteners and per manufacturer’s
specifications so that fan housing does not shake, rattle, or vibrate
when operating.
1. Securely mounted fan.
6.0302.1j Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0302.1k Sealing  SF  MH  MF 
Specification Objective
1. Seal gap between the fan housing and interior surface.
2. Seal fan housing to be substantially airtight.
1. Fan housing sealed to
prevent air movement
(except through the
designed outlet) at 50PA of
pressure.

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6.0302.1l Insulate Housing  SF  MH  MF 
Specification Objective
1. Insulate fan housing located outside the thermal boundary to a
minimum of R-8 or cover with insulation of more than R-8.
1. Prevent condensation.
6.0302.1m Fan Access  SF  MH  MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Accessible for service.
6.0302.1n Venting  SF  MH  MF 
Specification Objective
1. Duct and terminate fan to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors, in accordance with SWS detail for
“Ventilation Ducts”.
1. Exhausted to outdoors.
6.0302.1o System Balancing  SF  MH  MF 
Specification Objective
1. Adjust fan speed, dampers, and registers until design specifications
are met.
1. Ensure complete dwelling
ventilation.
6.0302.1p Hot-Humid Climates MF 
Specification Objective
1. Exhaust ventilation will not rely on make-up air from common
corridors.
1. Ensure building durability
and occupant health in
humid conditions.
6.0302.2: Multiport Exhaust Fan Serving Multiple Dwellings
Desired Outcome: Efficiently and safely exhaust adequate ventilation air.
6.0302.2a Fan Selection MF 
Specification Objective
1. Select a fan that:
• Has an electrically commutated motor and/or utilizes VFD
controllers;
• Is capable of maintaining a minimum operating static pressure
of .25” of water column or greater;
• Meets NEMA premium efficiency standards if the motor is 1
horsepower or larger;
• Is motors rated by the Home Ventilation Institute to satisfy
these requirements if the motor is less than 1 HP.
1. Adequate and efficient fan
motor.
6.0302.2b Termination Location MF 
Specification Objective
1. Terminate exhaust system to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install terminations: A minimum of 3’ away from any property line;
A minimum of 3’ away from operable opening to houses; A
minimum of 10’ away from mechanical intake; Above the snow-
line.
3. If the termination is at the soffit, seal soffit vents within 6’ of the
termination.
1. Prevent exhaust from
reentering the structure.
6.0302.2c Pest Exclusion MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior termination with a hole size of no less than ¼” and no
greater than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
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6.0302.2d Backdraft Prevention MF 
Specification Objective
1. Design one or more exhaust fans located upstream of all the
exhaust inlets to run continuously, or install a system of one or
more backdraft dampers to isolate each dwelling unit from the
common duct when the fan is not running.
1. Prevent air movement
between dwelling units.
6.0302.2e Wiring MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0302.2f Fan Mounting MF 
Specification Objective
1. Mount fan using mechanical fasteners per manufacturer’s
specifications and applicable code (e.g., seismic restraints).
2. Isolate unit from the building framing unless specifically designed
to be directly attached.
1. Secure, vibration-isolated
air handler.
6.0302.2g Combining Air Streams MF 
Specification Objective
1. If combining ducts, combine them on the upstream side of fan
using “Y”-fittings or collection boxes.
2. Do not combine dryer, kitchen, or garage exhausts streams with
any other exhaust stream.
1. Effective, safe exhaust of
air from multiport systems.
6.0302.2h Sealing MF 
Specification Objective
1. Seal all air moving portions of the system using UL 181 products
without interfering with the function of dampers.
1. Airtight ventilation system
with freely operating
dampers.
6.0302.2i Access MF 
Specification Objective
1. Ensure fan and service disconnect switch are accessible for
maintenance according to NEC, or applicable building code.
1. Serviceable parts are
readily accessible.
6.0302.2j Fire Dampers MF 
Specification Objective
1. If fire dampers are required in the fresh air supply duct, install
them according to applicable building code.
2. Fire dampers must be accessible for inspection and/or testing.
3. Sealing activities must not interfere with the operation of fire
dampers, balancing dampers, or backdraft dampers.
1. Fire dampers function
effectively and are
accessible.
6.0302.2k System Balancing MF 
Specification Objective
1. Adjust fan speed, dampers, and registers until design specifications
are met.
1. Ensure complete dwelling
ventilation.
6.0303: Balanced Ventilation
6.0303.1: HRV/ERV Installation
Desired Outcome: Efficient, effective, safe, and adequate ventilation air.
6.0303.1a Fan Selection  SF  MH  MF 
Specification Objective
1. Select Energy or Heat Recovery Ventilators (ERV/HRV) that are
ENERGY STAR®, equivalent, or better. 1. Select efficient equipment.

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6.0303.1b Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0303.1c Exterior Exhaust Termination Location  SF  MH  MF 
Specification Objective
1. Terminate exhaust system to the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install terminations:
• A minimum of 3’ away from any property line;
• A minimum of 3’ away from operable opening to houses;
• A minimum of 10’ away from mechanical intake; and
• Above the snow-line.
3. If the termination is at the soffit, seal soffit vents within 6’ of the
termination.
1. Prevent exhaust from
reentering the structure.
6.0303.1d Exterior Intake Location  SF  MH  MF 
Specification Objective
1. Install intake to pull air from the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install intake:
• A minimum of 6” from grade;
• A minimum of 10’ from contaminant sources or exhaust
outlets;
• Above local snow or flood line;
• A minimum of 18” above an asphalt based roof; and
• Never on a flat roof.
1. Unrestricted entry of
contaminant-free air.
6.0303.1e Pest Exclusion  SF  MH  MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior terminations with a hole size of no less than ¼” and no
greater than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
6.0303.1f Interior Intake Location  SF  MH  MF 
Specification Objective
1. Install interior intakes a minimum of 10’ from interior fresh air
supplies, cooking surfaces, or combustion appliances. 1. Remove pollutants without
damaging fan or interfering
with fresh air supply.
6.0303.1g Interior Supply Location  SF  MH  MF 
Specification Objective
1. Install interior fresh air supply:
• near high traffic areas and occupied spaces (e.g., living rooms,
hallways, bedrooms) and
• not within 10’ of interior exhaust intakes.
1. Supply fresh air where
needed.
6.0303.1h Combining Air Streams  SF  MH  MF 
Specification Objective
1. If combining ducts, combine them on the upstream side of fan
using “Y”-fittings or collection boxes.
2. Do not combine/connect dryer, kitchen, or garage exhaust streams
with any other exhaust stream.
1. Effective, safe exhaust of
air from multiport systems.

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6.0303.1i Backdraft Prevention  SF  MH 
Specification Objective
1. Ensure system contains a backdraft damper between the ventilator
and all exterior terminations/intakes that only allows air flow in the
desired direction.
2. Equip outdoor air intakes and exhausts with automatic or gravity
dampers that close when the ventilation system is not operating.
1. Prevent unwanted air
movement.
6.0303.1j Fresh Air Filtration  SF  MH  MF 
Specification Objective
1. All mechanically-supplied outdoor air must pass through a filter
before combining with conditioned air.
2. Filtration must meet a minimum efficiency of MERV 8.
3. Filter or air cleaning systems that intentionally produce ozone are
not allowed.
1. Outdoor air filtered for
particles.
6.0303.1k Fan Mounting  SF  MH  MF 
Specification Objective
1. Mount ventilator using mechanical fasteners per manufacturer’s
specifications and applicable code (e.g., seismic restraints).
2. Isolate unit from the building framing unless specifically designed
to be directly attached.
1. Secure, vibration-isolated
ventilator.
6.0303.1l Sealing  SF  MH  MF 
Specification Objective
1. Seal all air moving portions of the system using UL 181 products
without interfering with the function of dampers.
1. Airtight ventilation system
with freely operating
dampers
6.0303.1m Condensate Drain  SF  MH  MF 
Specification Objective
1. If unit has a condensate drain, connect drain according to
manufacturer specifications to a drain location approved by
applicable code.
2. Insulate all condensate lines outside the thermal boundary to a
minimum of R-4.
1. Safe and reliable
condensate drainage.
6.0303.1n Access  SF  MH  MF 
Specification Objective
1. Ensure fan, service disconnect switch, filters, and drains are
accessible for maintenance according to NEC, or applicable building
code.
1. Serviceable parts are
readily accessible.
6.0303.1o Fire Dampers  SF  MH  MF 
Specification Objective
1. If fire dampers are required in the fresh air supply duct, install
them according to applicable building code.
2. Fire dampers must be accessible for inspection and/or testing.
3. Sealing activities must not interfere with the operation of fire
dampers, balancing dampers, or backdraft dampers.
1. Fire dampers function
effectively and are
accessible.
6.0303.1p System Balancing  SF  MH  MF 
Specification Objective
1. Adjust fan speed, dampers, and registers until the incoming air
volume is equal to the outgoing air volume
2. If the HRV/ERV is ducted to the air handler, balance it with the air
handler running.
1. Ensure complete dwelling
ventilation.

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6.0303.1q Very Cold Climate Considerations  SF  MH  MF 
Specification Objective
1. In climate zones 6B, 7, and 8 (as defined by ASHRAE 62.2) do not
install ERVs unless they are equipped with frost controls.
1. Prevent freezing of
ventilators and
condensation.
6.0303.1r Hot-Humid Climate Considerations  SF  MH  MF 
Specification Objective
1. In climate zones 0A, 1A, 2A (as defined by ASHRAE 62.2) it is
preferential to install an ERV rather than an HRV.
2. Do not terminate ventilation air intake at the roof.
3. Determine whether net latent load from ventilation (both natural
and mechanical) requires dehumidification; if so, install
dehumidification.
1. Prevent excessive heat and
moisture from entering the
ventilation air.
6.0304: Passive Ventilation
6.0304.1: Multi-Story Passive System
Desired Outcome: Efficient and effective passive ventilation system.
6.0304.1a Exterior Intake Location MF 
Specification Objective
1. Install intake to pull air from the outdoors, which does not include
unconditioned spaces such as attics and crawl spaces that are
ventilated with the outdoors.
2. Install intake:
• A minimum of 6” from grade;
• A minimum of 10’ from contaminant sources or exhaust
outlets;
• Above local snow or flood line;
• A minimum of 18” above an asphalt based roof; and
• Never on a flat roof.
1. Unrestricted entry of
contaminant-free air.
6.0304.1b Pest Exclusion MF 
Specification Objective
1. Install corrosion resistant screen, louver, or grille material over
exterior terminations with a hole size of no less than ¼” and no
greater than ½” in any direction.
1. Prevent pest entry while
allowing proper air flow.
6.0304.1c Backdraft Prevention MF 
Specification Objective
1. System must contain a backdraft damper between all exterior
terminations/intakes that only allows air flow in the desired
direction.
2. A system of one or more backdraft dampers shall be installed to
isolate each dwelling unit from the common duct when the system
is not operating.
1. Prevent unwanted air
movement.
6.0304.1d Interior Intake/Supply Location MF 
Specification Objective
1. Intakes/supplies in dwelling units must minimize potential
occupant discomfort and/or drafts.
1. Minimize client discomfort.

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6.0305: Dehumidification
6.0305.1: Ventilator Dehumidifiers
Desired Outcome: Provide adequate fresh air and maintain desired indoor humidity.
6.0305.1a Equipment Selection  SF  MH  MF 
Specification Objective
1. Equipment must be ENERGY STAR® rated and must have an auto-
restart to maintain settings through power failures.
2. Dehumidification ventilator will be a ducted unit and will provide
outside air to the home or space.
1. Ensure efficient
dehumidification and fresh
air.
6.0305.1b Sizing  SF  MF 
Specification Objective
1. Size the system with enough capacity to handle humidity from
outside air ventilation and internal gains.
2. Maintain humidity levels inside the home at less than 60% relative
humidity.
3. For residential applications, follow ASHRAE 62.2 and local code
requirements to identify design airflow rates within dwelling units.
4. For commercial applications, follow local code requirements and/or
ASHRAE 62.1 requirements.
1. Ensure system ability to
maintain the desired
humidity.
6.0305.1c Equipment Location  SF  MF 
Specification Objective
1. Locate equipment in an area with access to HVAC supply trunk line
or plenum, and orient outside air intake so the effective length of
the duct run is as short as possible.
1. Easy access to existing
ductwork and fresh air
source.
6.0305.1d Mounting  SF  MF 
Specification Objective
1. Mount ventilator using mechanical fasteners per manufacturer’s
specifications and applicable code (e.g., seismic restraints).
2. Isolate unit from the building framing unless specifically designed
to be directly attached.
1. Secure, vibration-isolated
dehumidifier.
6.0305.1e Installation  SF  MF 
Specification Objective
1. Install ventilator according to manufacturer specifications and
applicable code.
1. Correct installation.
6.0305.1f Wiring  SF  MF 
Specification Objective
1. Install all electrical wiring according to manufacturer specifications
and applicable code.
1. Prevent an electrical
hazard.
6.0305.1g Controls  SF  MF 
Specification Objective
1. Install dehumidistat in accordance with manufacturer
specifications.
2. Operation of the dehumidifier will be based upon
humidity/temperature in the return air, or will provide supply air at
a specified temperature and humidity.
1. Controls support
dehumidification strategy.
6.0305.1h Sealing  SF  MF 
Specification Objective
1. Seal all air moving portions of the system using UL 181 products
without interfering with the function of dampers.
1. Airtight ventilation system
with freely operating
dampers.

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6.0305.1i Condensate Drain  SF  MF 
Specification Objective
1. Connect condensate drain according to manufacturer specifications
to a drain location approved by applicable code.
2. Insulate all condensate lines outside the thermal boundary to a
minimum of R-4.
1. Safe and reliable
condensate drainage.
6.0305.1j Access  SF  MF 
Specification Objective
1. Ensure fan, service disconnect switch, filters, and drains are
accessible for maintenance according to NEC, or applicable building
code.
1. Serviceable parts are
readily accessible.
6.0305.1k Fire Dampers  SF  MF 
Specification Objective
1. If fire dampers are required in the fresh air supply duct, install
them according to applicable building code.
2. Fire dampers must be accessible for inspection and/or testing.
3. Sealing activities must not interfere with the operation of fire
dampers, balancing dampers, or backdraft dampers.
1. Fire dampers function
effectively and are
accessible.
6.0306: Decommissioning
6.0306.1: Decommissioning Ventilation Systems
Desired Outcome: Safe and proper elimination of ventilation components.
6.0306.1a Power Supply  SF  MH  MF 
Specification Objective
1. Disconnect power supply and terminate it in a visible junction box
per applicable code.
1. Safely disconnect and
terminate power supplies.
6.0306.1b Fan and Component Removal  SF  MH  MF 
Specification Objective
1. Remove all ventilation components (i.e., fans, ducts, terminations)
from dwelling. 1. Preserve aesthetics and
thermal and pressure
boundary.
6.0306.1c Sealing Holes and Openings  SF  MH  MF 
Specification Objective
1. Seal and insulate all openings and voids left by the removal of the
ventilation system including exterior terminations.
1. Preserve the
thermal/pressure boundary.
6.0306.1d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.

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Chapter 7: Baseload
Policy 7.01: Plug Load
7.0101: Refrigeration
7.0101.1: Refrigerator and Freezer Replacement
Desired Outcome: Safe, efficient, compliant, and accessible appliance installation.
7.0101.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Electrical receptacle meets the requirements of NFPA 70 (Article
440).
1. Safe electrical connection.
7.0101.1b Selection  SF  MH  MF 
Specification Objective
1. Select an ENERGY STAR®-qualified appliance, equivalent, or better.
2. Select appliance with a minimum one-year warranty that provides
a replacement appliance if repeated issues relating to health,
safety, or performance occur.
3. Ensure new appliance will not block access to light switches,
cabinets, etc. and will fit through the smallest opening between the
outside and installation location.
1. Select safe, efficient, and
durable appliance.
7.0101.1c Installation  SF  MH  MF 
Specification Objective
1. Install appliance according to manufacturer specifications and
applicable code.
1. Safe and proper installation.
7.0101.1d Accessibility  SF  MH  MF 
Specification Objective
1. Where applicable, ensure appliance is accessible as required by the
Federal Fair Housing Act and ICC A117.1.
2. The appliance shall not reduce required maneuvering clearances in
the kitchen to less than that permitted by local, state, or federal
guidelines.
1. Accessible kitchen.
7.0101.1e Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove old appliance from job site and recycle or
dispose of removed appliance and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old appliance.
1. Old appliance is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0101.1f Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.

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7.0101.2: Refrigerator/Freezer Clean and Tune
Desired Outcome: Improve refrigeration efficiency without effecting performance.
7.0101.2a Clearances and Location  SF  MH  MF 
Specification Objective
1. If possible, position the appliance to allow sufficient air flow over
coils according to manufacturer specifications (i.e., move away
from wall in back, remove excessive clutter from top).
2. Provide shading of windows or doors that allow direct sunlight to
affect appliance function.
3. Direct heating supply register air flow away from appliance.
1. Sufficient airflow to allow
refrigerant heat transfer to
occur effectively.
7.0101.2b Coil Cleaning  SF  MH  MF 
Specification Objective
1. Gently vacuum all debris from exterior coils.
2. Using warm water, clean the coils and exterior surfaces until
critical air flow surfaces are clean.
3. Vacuum out all compressor and control areas and underneath the
appliance and all air venting openings.
1. Improved air flow through
refrigerant coils and
increased compressor heat
removal.
7.0101.2c Condensation Settings  SF  MH  MF 
Specification Objective
1. Set condensation controls in the appropriate position, based on
moisture load in the house.
1. Reduce unnecessary energy
use.
7.0101.2d Temperature Settings  SF  MH  MF 
Specification Objective
1. Set and verify interior appliance temperatures at 0°F for freezer,
and 35-40°F for refrigerator.
1. Food safely preserved.
7.0102: Electronics
7.0102.1: Consumer Electronics Replacement
Desired Outcome: Decreased electricity consumption without reducing performance.
7.0102.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify electrical receptacle meets the requirements of NFPA 70
(Article 440).
1. Safe electrical connection.
7.0102.1b Selection  SF  MH  MF 
Specification Objective
1. Select equipment:
• That is ENERGY STAR®-qualified, equivalent, or better;
• That does not have to be left on during non-use periods for
updates (e.g., gaming systems, set-top boxes); and
• That has system standby losses of one watt or less.
1. Select efficient appliances.
7.0102.1c Installation  SF  MH  MF 
Specification Objective
1. Install equipment according to manufacturer specifications (e.g.,
for air circulation) and applicable code.
2. Enable all energy saving features unless specifically directed
otherwise by the occupant.
1. Safe and compliant
installation.

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7.0102.1d Disconnecting Means  SF  MH  MF 
Specification Objective
1. Provide a readily accessible means of disconnection (e.g., power
strip, timer) for equipment that must be disconnected from the
power source to avoid standby losses and whose performance will
not be damaged by being disconnected.
1. Reduce standby energy use.
7.0102.1e Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0102.1f Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0103: Lighting
7.0103.1: Lighting Replacement
Desired Outcome: Improved lighting efficacy without performance loss.
7.0103.1a Selection  SF  MH  MF 
Specification Objective
1. Select lighting that:
• Is appropriate for the intended application (e.g., enclosed,
dimmable, potential for breakage, indoor, and outdoor);
• Provides lighting level quality required for the intended
application (e.g., task lighting, hazards lighting, nightlights);
• Is the highest level of efficiency within a technology (e.g., LED
bulbs);
• Are ENERGY STAR®-qualified, equivalent or better, and UL-
approved;
• Facilitate upgrade to future lighting technologies; and
• Is rated no more than the rated wattage of fixture.
1. Select efficient, reliable,
and safe lighting
improvements.
7.0103.1b Installation  SF  MH  MF 
Specification Objective
1. Install lighting in accordance with manufacturer specifications and
applicable code (i.e., NFPA 70, NFPA 101, NECA/IESNA 500).
2. If applicable, clean lens and reflector before installing new bulb.
1. Safe and proper
installation.
7.0103.1c Electrical Installation  SF  MH  MF 
Specification Objective
1. Install all electrical wiring according to applicable code (i.e., NFPA
70).
1. Safe electrical installation.
7.0103.1d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
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7.0103.1e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0103.2: Lighting Reduction
Desired Outcome: Reduce lighting density without compromising life safety.
7.0103.2a Design  SF  MH  MF 
Specification Objective
1. Follow IESNA protocols for appropriate light levels for certain tasks
when designing delamping procedure.
2. Ensure final lighting levels are in accordance with ASHRAE 90.1 or
90.2.
3. Ensure final egress lighting levels are in accordance with NFPA 70
and 101.
4. Ensure that delamping does not impact required egress lighting, as
required by ANSI/NFPA 101.
1. Determine appropriate
strategy.
7.0103.2b Removal  SF  MH  MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Remove bulbs or fixtures per plan ensuring that no open
connections will remain after work is finished.
3. Terminate all unused electrical connections in appropriate covered
junction box per NFPA 70.
4. Seal any penetrations created by removal as per ANSI/NFPA/ICC
Fire Code.
1. Safe and proper removal of
fixtures and bulbs.
7.0103.2c Reuse  SF  MH  MF 
Specification Objective
1. If removed bulbs or fixtures meet retrofit standards and are
operational, store them in a dry location for reuse.
1. Store appropriate lighting
equipment for future use.
7.0103.2d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0103.3: Ballast Replacement
Desired Outcome: Improved lighting efficacy without performance loss.
7.0103.3a Selection  SF  MH  MF 
Specification Objective
1. Select pulse start, high-efficiency, electronic ballasts that meet the
appropriate nationally recognized product standards (ANSI C82.1,
ANSI C82.4, UL 924, UL 1029, NEMA) and have a ballast factor of
0.85 or greater.
2. Select ballasts that match the input and output voltage of the
existing fixture, that fit within the existing enclosure, and will
support the necessary wattage of the bulbs.
1. Select safe, efficient, and
effective ballasts.

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7.0103.3b Removal and Installation  SF  MH  MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Install ballasts in accordance with manufacturer specifications.
3. Clean the lens and reflector once installation is complete.
1. Safe and effective
installation.
7.0103.3c Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0103.3d Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0103.4: Exit Sign Replacement
Desired Outcome: Safe, efficient, and compliant exit lighting replacement.
7.0103.4a Selection MF 
Specification Objective
1. Select exit signs:
• From the NEMA Premium Exit Sign List and that meet all
applicable codes (UL 924, NFPA 70, and/or IBC and IFC, as
appropriate);
• That include battery-backups that can maintain the total load
for a minimum period of 1½ hours and indicate system failure
with visual and audible alarm;
• That are able to be attached to the existing outlet box;
• That are rated for a maximum of 5 watts per illuminated side;
and
• That have at least a 1-year warranty.
1. Select efficient, reliable,
and safe lighting
improvements.
7.0103.4b Installation MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Locate and install fixture in accordance with NFPA 101 and NFPA
70.
1. Safe, proper, and
functioning installation.
7.0103.4c Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0103.4d Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.

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7.0103.5: Emergency Lighting Replacement
Desired Outcome: Safe, efficient, and compliant emergency lighting replacement.
7.0103.5a Selection MF 
Specification Objective
1. Select emergency light fixtures that:
• Are UL-approved for location installed (i.e., indoor, outdoor,
wet location); and
• That have battery-backup that can maintain the total load for a
minimum period of 1½ hours, in accordance with section
700.12 of the NEC.
1. Select efficient, reliable,
and safe lighting
improvements.
7.0103.5b Installation MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Locate and install fixture in accordance with NFPA 101 and NFPA
70 and as specified by NECA/IESNA 500.
1. Safe, proper, and
functioning installation.
7.0103.5c Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0103.5d Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0103.6: Security Lighting
Desired Outcome: Efficient, effective security lighting that minimizes disturbances of occupant and light
pollution.
7.0103.6a Selection  SF  MH  MF 
Specification Objective
1. Select security light fixtures that:
• Are UL-approved for location installed (i.e., indoor, outdoor,
wet location);
• Provide the required lighting conditions with the lowest;
possible energy-use;
• Are vandal-proof;
• Are dark sky-approved; and
• Are ENERGY STAR®-qualified, equivalent, or better.
1. Select efficient, reliable,
and safe lighting
improvements.
7.0103.6b Installation  SF  MH  MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Install lighting in accordance with manufacturer specifications and
applicable code (e.g., NFPA 70).
3. Aim light fixtures to minimize light emitted above the horizontal,
beyond the perimeter of the property, and not directly into any
window of a residence.
4. Clean the lens and reflector once installation is complete.
1. Safe, effective, and efficient
installation that does not
disturb occupants.

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7.0103.6c Controls  SF  MH  MF 
Specification Objective
1. Install both photo and motion sensors and configure to only
activate when sun is down and to switch off within 5 minutes if no
motion is detected.
1. Energy saving control
strategy.
7.0103.6d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0103.6e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0103.7: Daylighting
Desired Outcome: Reduce need for artificial lighting.
7.0103.7a Daylighting  SF  MH  MF 
Specification Objective
1. Replace or maneuver window coverings (e.g., blinds, shades,
movable insulation) to maximize useful daylight where
appropriate.
1. Improve use of daylight for
interior lighting.
7.0104: Lighting Controls
7.0104.1 Occupancy Sensors
Desired Outcome: Lighting only on when needed without compromising required lighting levels, or safety.
7.0104.1a Selection  SF  MH  MF 
Specification Objective
1. Select sensors that:
• Are compatible with the existing wiring and lighting fixture; and
• Are UL-approved and listed for the installed location.
1. Select efficient, reliable,
and safe lighting control.
7.0104.1b Installation  SF  MH  MF 
Specification Objective
1. Install sensor in accordance with NFPA 70 and manufacturer
specifications.
2. Do not install occupancy sensors in areas accessed for electrical
and mechanical maintenance.
3. Set controls to match the intended use of the space (i.e., time off
setting not too short or too long).
1. Safe installation that
doesn’t compromise service
access.
7.0104.1c Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.

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7.0104.2: Stand-Alone Timers
Desired Outcome: Reduce lighting run time without compromising required lighting levels, or safety.
7.0104.2a Selection  SF  MH  MF 
Specification Objective
1. Select timer that:
• Is compatible with existing wiring and lighting;
• Is UL-approved and listed for the installed location;
• Has at least 10 hours of battery backup time;
• Has at least two programmable schedules; and
• Has an appropriate manual override.
1. Safe, effective, and reliable
timer selection.
7.0104.2b Installation  SF  MH  MF 
Specification Objective
1. Install timer in accordance with NFPA 70 and manufacturer
specifications, in a secure location, and in location appropriate
enclosure (e.g., weatherproof).
2. Do not install timers for egress lighting required by NFPA 101.
1. Safe, secure, and proper
installation.
7.0104.2c Timer Settings  SF  MH  MF 
Specification Objective
1. Set timer to turn off exterior fixtures when there is sufficient
daylight (civil twilight) or when lighting is no longer needed at
night per ASHRAE 90.1 or 90.2.
2. Set timer to turn off interior fixtures when light is no longer
needed in the space.
1. Lights on when required.
7.0104.2d Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0104.3: Motion Control Sensors
Desired Outcome: Reduce lighting run time without compromising required lighting levels, or safety.
7.0104.3a Selection  SF  MH  MF 
Specification Objective
1. Select sensor that:
• Is compatible with existing wiring and lighting;
• Is UL-approved and listed for the installed location; and
• Is location and climate appropriate (e.g., outdoor weatherproof
fixture).
1. Safe, effective, and reliable
sensor selection.
7.0104.3b Location  SF  MH  MF 
Specification Objective
1. Locate sensor where it will minimize false starts. 1. Reduce unnecessary
operation of lighting.
7.0104.3c Installation  SF  MH  MF 
Specification Objective
1. Install timer in accordance with NFPA 70 and manufacturer
specifications, in a secure location, and protected from physical
damage.
1. Safe, secure, and proper
installation.

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7.0104.3d Settings  SF  MH  MF 
Specification Objective
1. Set controls of motion sensor based on anticipated occupant usage
or security needs.
2. Set control to turn off lighting if no motion is detected for a
maximum of 15 minutes.
1. Meet lighting needs for
area.
7.0104.3e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0104.4: Outdoor Photo Sensors
Desired Outcome: Lights only on when needed without compromising required lighting levels, or safety.
7.0104.4a Selection  SF  MH  MF 
Specification Objective
1. Select sensor that:
• Is compatible with existing wiring and lighting;
• Is UL-approved for installation location (e.g., UL 60730-1); and
• Is location and climate appropriate (e.g., outdoor weatherproof
fixture).
2. Select fixture that allows for replacement of photo sensor
independently.
1. Safe, effective, serviceable,
and reliable sensor
selection.
7.0104.4b Installation  SF  MH  MF 
Specification Objective
1. Install timer in accordance with NFPA 70 and manufacturer
specifications, in a secure location, and protected from physical
damage.
2. Position sensor to properly sense natural light, but shielded from
artificial light sources (e.g., other outdoor lighting).
1. Safe and secure installation
that operates lighting when
needed without
interruption.
7.0104.4c Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0104.5: Bi-Level Controls
Desired Outcome: Reduce lighting electrical usage without compromising required lighting levels, or
safety.
7.0104.5a Selection MF 
Specification Objective
1. Select control that:
• Is compatible with existing wiring and lighting;
• Is UL-approved and listed; and
• Has an appropriate manual override.
1. Appropriate and safe
control selected.
7.0104.5b Installation MF 
Specification Objective
1. Install switches in accordance with NFPA 70 and manufacturer
specifications, in a secure location, and protected from physical
damage.
1. Safe, secure, and proper
installation.

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7.0104.5c Labeling MF 
Specification Objective
1. Affix permanent labels near the switch location to indicate light
level and fixture control.
1. Operation made clear to
occupants.
7.0104.5d Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0105: Laundry
7.0105.1: Washing Machine
Desired Outcome: Reduce energy and water usage with a fully functioning washing machine that does not
inhibit accessibility.
7.0105.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify electrical receptacle meets the requirements of NFPA 70
(Article 422).
1. Safe electrical connection.
7.0105.1b Selection  SF  MH  MF 
Specification Objective
1. Select appliance that:
• Is an ENERGY STAR® and WaterSense appliance, equivalent, or
better;
• Has a minimum one-year warranty that provides a replacement
appliance if repeated issues relating to health, safety, or
performance occur;
• Will fit in location with manufacturer required clearance without
blocking access to cabinets and light switches;
• Fits through the smallest opening between outdoors and the
installation location; and
• That has standby losses of one watt or less.
1. Efficient, safe, and reliable
appliance selected.
7.0105.1c Installation  SF  MH  MF 
Specification Objective
1. Install appliance according to manufacturer specifications and
applicable code.
1. Safe, secure, and proper
installation.
7.0105.1d Water Management  SF  MH  MF 
Specification Objective
1. Install shut-off valves if not already present.
2. Install hoses that can withstand the local water pressure.
3. If located in or above conditioned area, install an overflow pan and
drain to a code-approved location.
1. Provide service shutoffs,
durable hoses, and prevent
water damage to structure.
7.0105.1e Accessibility  SF  MH  MF 
Specification Objective
1. Where applicable, ensure appliance is accessible as required by the
Federal Fair Housing Act and ICC A117.1.
2. The appliance shall not reduce required maneuvering clearances to
less than that permitted by local, state, or federal guidelines.
1. Accessible home.

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7.0105.1f Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0105.1g Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0105.2: Clothes Dryer
Desired Outcome: Safely reduce energy use for drying clothes.
7.0105.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify electrical receptacle meets the requirements of NFPA 70
(Article 422).
1. Safe electrical connection.
7.0105.2b Selection  SF  MH  MF 
Specification Objective
1. Select dryer that:
• Is equipped with moisture sensor;
• Has energy features that reduce both peak electric demand and
absolute energy use;
• Has a standby losses of one watt or less;
• Best matches the venting options (e.g., central location, length
of vent, cost of venting);
• Has a minimum one-year warranty that provides a replacement
appliance if repeated issues relating to health, safety, or
performance occur;
• Will fit in location with manufacturer required clearance without
blocking access to cabinets and light switches; and
• Fits through the smallest opening between outdoors and the
installation location.
1. Efficient, safe, and reliable
appliance selected.
7.0105.2c Installation  SF  MH  MF 
Specification Objective
1. Install appliance according to manufacturer specifications and
applicable code.
1. Safe, secure, and proper
installation.
7.0105.2d Dryer Venting  SF  MH  MF 
Specification Objective
1. Vent dryer to outdoors according to SWS detail 6.0202.1
(Ventilation: Local Ventilation: Appliance Exhaust: Clothes Dryer).
1. Dryer vented to outdoors
safely and effectively.
7.0105.2e Accessibility  SF  MH  MF 
Specification Objective
1. Where applicable, ensure appliance is accessible as required by the
Federal Fair Housing Act and ICC A117.1.
2. The appliance shall not reduce required maneuvering clearances to
less than that permitted by local, state, or federal guidelines.
1. Accessible home.

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7.0105.2f Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove old appliance from job site and recycle or
dispose of removed appliance and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old appliance.
1. Old appliance is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0105.2g Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0106: Vending and Beverage
7.0106.1: Vending Machines
Desired Outcome: Safely reduce energy used by vending machines without interfering with egress or
accessibility.
7.0106.1a Pre-Work Qualifications MF 
Specification Objective
1. Verify electrical receptacle meets the requirements of NFPA 70
(Article 422).
1. Safe electrical connection.
7.0106.1b Selection MF 
Specification Objective
1. Select vending machines that:
• Are ENERGY STAR® qualified, equivalent, or better;
• Are compliant with ANSI/UL 541 (refrigerated vending
machines) or ANSI/UL 751 (non-refrigerated vending
machines); and
• That have a GFCI as an integral part of the attachment plug
according to NFPA 70 (Article 422.51).
1. Safe and efficient
appliance.
7.0106.1c Installation MF 
Specification Objective
1. Install appliance according to manufacturer specifications and
applicable code.
1. Safe and proper
installation.
7.0106.1d Motion Controls MF 
Specification Objective
1. Install motion controls for all non-refrigeration functions (e.g.,
lighting, advertising, sound).
1. Reduce energy
consumption when not in
use.
7.0106.1e Accessibility MF 
Specification Objective
1. Where applicable per ADA, provide clear floor space and unit
controls complying with the operable parts provisions of ICC
A117.1.
1. Accessible home.
7.0106.1f Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
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7.0106.1g Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0106.2: Freestanding Water Coolers
Desired Outcome: Safely reduce energy use for freestanding point-of-use water coolers without interfering
with egress or accessibility.
7.0106.2a Pre-Work Qualifications MF 
Specification Objective
1. Verify electrical receptacle meets the requirements of NFPA 70
(Article 422).
1. Safe electrical connection.
7.0106.2b Selection MF 
Specification Objective
1. Select water cooler that is ENERGY STAR® qualified, equivalent, or
better.
2. If unit provides hot water delivery, includes a child-resistant hot
water faucet.
1. Select safe and efficient
appliance.
7.0106.2c Installation MF 
Specification Objective
1. Install appliance according to manufacturer specifications and
applicable code.
1. Safe and proper
installation.
7.0106.2d Accessibility MF 
Specification Objective
1. Where applicable per ADA, provide clear floor space and unit
controls complying with the operable parts provisions of ICC
A117.1.
1. Accessible home.
7.0106.2e Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0106.2f Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0188: Special Considerations
7.0188.1: Ceiling Fan Replacement
Desired Outcome: Reduce energy use by installing an efficient, safe, compliant, and operable ceiling fan
without reducing performance.
7.0188.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify electrical outlet box meets the requirements of NFPA 70
(Section 314.27(C)) for ceiling fan mounting.
1. Safe and secure mechanical
attachment.

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7.0188.1b Selection  SF  MH  MF 
Specification Objective
1. Select ceiling fan and lighting that:
• Is ENERGY STAR® qualified, equivalent, or better;
• Is compatible with the existing switching and wiring
configuration;
• Is of similar functionality and size; and
• Carries a minimum of a 1-year warranty.
1. Select safe, efficient,
effective, compatible, and
durable fan.
7.0188.1c Installation  SF  MH  MF 
Specification Objective
1. Install fixture in compliance with applicable code (e.g., NFPA 70,
IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0188.1d Lighting  SF  MH  MF 
Specification Objective
1. Install and select light bulbs for fixture according to SWS detail
7.0103.1 (Lighting Replacement).
1. Improved lighting efficacy
without performance loss.
7.0188.1e Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0188.1f Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
Policy 7.02: Water Conservation
7.0201: Water Preservation Devices
7.0201.1: Low-Flow Devices
Desired Outcome: Leak-free and safe installation of water saving devices without affecting performance.
7.0201.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and water is free of visible debris that may clog the
equipment.
1. Verify adequacy of
plumbing and water source.
7.0201.1b Selection  SF  MH  MF 
Specification Objective
1. Select showerheads rated for 2.5 GPM or less that include an
antiscald valve.
2. If multiple heads are provided in a shower stall, the total flow rate
may not exceed 2.5 GPM.
3. Select features that meet any special needs of the occupant (e.g.,
shut off, swivel, handheld showers).
4. Select aerators with a flow rate of 2.2 GPM or less.
1. Select appropriate low-flow
devices.

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7.0201.1c Installation  SF  MH  MF 
Specification Objective
1. Install equipment in accordance with manufacturer specifications
and applicable building code.
2. Install low-flow devices using a non-hardening thread sealant (i.e.,
thread tape).
1. Safe and proper installation
that is serviceable.
7.0201.1d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0201.1e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0201.2: Dishwasher
Desired Outcome: Reduce dishwashing energy use with a leak-free and safe dishwasher installation.
7.0201.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify electrical receptacle or direct connection circuit meets the
requirements of NFPA 70 (Article 422).
1. Safe electrical connection.
7.0201.2b Selection  SF  MH  MF 
Specification Objective
1. Select an appliance that:
• Is ENERGY STAR® qualified, equivalent, or better;
• Fits in the available space without blocking access to light
switches, cabinets, etc.; and
• Includes a minimum 1-year warranty.
1. Select safe, efficient, and
reliable appliance.
7.0201.2c Installation  SF  MH  MF 
Specification Objective
1. De-energize circuit and lock out power before work begins.
2. Install equipment in accordance with NFPA 70 (Article 422.31),
manufacturer specifications, and applicable code.
3. Install plumbing supply lines with the shortest length possible.
1. Safe and proper
installation.
7.0201.2d Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove old appliance from job site and recycle or
dispose of removed appliance and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old appliance.
1. Old appliance is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0201.2e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
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Policy 7.03: Water Heating
7.0301: Water Heating
7.0301.1: Pipe Insulation
Desired Outcome: Safely reduce thermal loss and prevent freezing of water distribution piping.
7.0301.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Confirm sufficient clearance exists between pipes and heat-
producing devices (e.g., combustion venting).
1. Verify pipes can be safely
insulated.
7.0301.1b Insulation Selection  SF  MH  MF 
Specification Objective
1. Select insulation that:
• Is a minimum of R-3;
• Is a vapor retarder;
• Is the correct interior diameter to match pipes;
• Is UV-protected if installed outside.
1. Select durable and correctly
sized pipe insulation.
7.0301.1c Installation  SF  MH  MF 
Specification Objective
1. Install insulation without gaps.
2. Do not install insulation around pumps (i.e., prevent overheating).
3. Seal all pipe insulation seams, joints, connections with tape, tie
straps, or other independent means (i.e., manufactured adhesive
seam seal is not sufficient).
1. Safe, continuous, and
durable installation.
7.0301.1d Clearance  SF  MH  MF 
Specification Objective
1. Maintain a minimum clearance of 6” between combustible pipe
insulation and fuel-fired water heater draft hood and/or single wall
metal vent materials.
1. Prevent a fire hazard.
7.0301.2: Tank Insulation
Desired Outcome: Safely reduce standby loss from storage tanks.
7.0301.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify tank is not labeled as prohibiting insulation.
2. Verify sufficient space exists to wrap tank.
1. Verify tank can be
insulated.
7.0301.2b Insulation Selection  SF  MH  MF 
Specification Objective
1. Select an insulation that:
• Is a minimum of R-10;
• has a flame spread and smoke development index of 25/450 or
less when tested in accordance with ASTM E84 or UL 723; and
• Is clearly labeled with R-value.
1. Select safe and effective
insulation of the correct R-
value.
7.0301.2c Installation  SF  MH  MF 
Specification Objective
1. Install insulation according to manufacturer specifications over
entire storage tank while ensuring that insulation does not obstruct
pressure relief valve, plumbing pipes, gas valves, combustion air
intakes, etc.
2. Permanently secure insulation with minimal compression.
3. Seal all seams and edges airtight using compatible and durable
tape.
1. Safe, effective, and durable
installation.

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7.0301.2d Clearance  SF  MH  MF 
Specification Objective
1. Maintain a minimum clearance of 6” between combustible tank
insulation and fuel-fired water heater draft hood and/or single wall
metal vent materials.
2. Do not wrap the top of fuel-fired water heaters or cover
combustion air intakes.
1. Prevent a fire hazard.
7.0301.2e Service Access  SF  MH  MF 
Specification Objective
1. Pre-cut flaps at access plates and label them clearly indicating
access purpose.
2. Tape access flaps closed.
1. Provide easy service access
and prevent future damage
to insulation.
7.0301.3: Drain Heat Recovery
Desired Outcome: Effectively capture heat from outgoing drain water with leak-free and compliant
installation.
7.0301.3a Pre-Work Qualifications MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s).
1. Verify adequacy of
plumbing.
7.0301.3b Location MF 
Specification Objective
1. Choose a location where cold water draw is concurrent with a
warm drain.
2. Ensure vertical drop of drain is sufficient to allow installation of the
recovery device.
1. Identify suitable locations.
7.0301.3c Installation MF 
Specification Objective
1. Install drain heat recovery device in accordance with manufacturer
specifications (e.g., cold water counter flow).
1. Maximize effectiveness of
heat exchange.
7.0301.3d Cold/Tempered Water Supply MF 
Specification Objective
1. Plumb the tempered water line (post-drain heat recovery device)
as close to the primary fixture as possible (e.g., showerhead); or
to fixtures that will have water use concurrent with drain heat
recovery (e.g., shower that is supplying the drain water); or to the
cold water intake of the water heater.
1. Minimize heat loss from
tempered water.
7.0301.3e Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0302: Water Heater Installation
7.0302.1: Electric Storage Tank Water Heater
Desired Outcome: Adequate hot water supplied by a leak free, safe, durable, efficient, and accessible
water heater.
7.0302.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.

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7.0302.1b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select a water heater that:
• Has an EF of 0.93 or better;
• Fits in the installation space with required clearances; and
• Provides sufficient hot water for the home and occupants.
1. Select efficient and properly
sized water heater.
7.0302.1c Location  SF  MH  MF 
Specification Objective
1. Install appliance where it is protected from freezing and accessible
for service.
1. Select freezeproof, safe,
and accessible location.
7.0302.1d Installation  SF  MH  MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0302.1e Equipment Acessibility  SF  MH  MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
3. Ensure that anode rod is accessible for replacement
1. Ensure the appliance can be
easily maintained and
replaced.
7.0302.1f T&P Valve and Piping  SF  MH  MF 
Specification Objective
1. Install a T&P relief valve per the IRC and manufacturer
specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.1g Emergency Drain Pan  SF  MH  MF 
Specification Objective
1. If appliance is installed in or above conditioned space or in a
location where water damage could occur, install a drain pan
according to the requirements of the IRC.
2. Drain pan to the exterior of the building.
1. Prevent water damage from
leaking water.
7.0302.1h Shut-Off Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
water lines.
1. Allow isolation of tank.

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7.0302.1i Expansion Tank  SF  MH  MF 
Specification Objective
1. Install an expansion tank anytime a storage water heater is
supplied with cold water that passes through a check valve,
pressure reducing valve or backflow preventer.
2. Connect the tank to the cold water supply line at a point that is
downstream of all check valves, pressure reducing valves and
backflow preventers.
3. Size thermal expansion tanks in accordance with the tank
manufacturer’s instructions and applicable code (e.g., IRC, IBC).
1. Protect tank and connected
piping from expansion
damage or leaks.
7.0302.1j Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0302.1k Heat Traps  SF  MH  MF 
Specification Objective
1. Install heat traps on the inlet and outlet piping where not provided
by manufacturer.
1. Reduce thermal loss from
convection or siphoning.
7.0302.1l Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Set discharge temperature to not exceed 120°F or as prescribed by
local code.
1. Prevent biological growth in
tank but prevent scalding.
7.0302.1m Multitank Systems MF 
Specification Objective
1. In multitank systems, install valves to isolate each tank from water
heating system and install bypass piping.
1. Allow removal and
maintenance of a single
tank without shutting down
entire system.
7.0302.1n Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.1o Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0302.2: Fuel-Fired Storage Tank Water Heater
Desired Outcome: Adequate hot water supplied by a leak free, safe, durable, efficient, and accessible
water heater.
7.0302.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.

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7.0302.2b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select a water heater that:
• Is ENERGY STAR® certified, equivalent, or better;
• Includes a low nitrogen oxide burner;
• Fits in the installation space with required clearances; and
• Provides sufficient hot water for the home and occupants.
1. Select efficient and properly
sized water heater.
7.0302.2c Location  SF  MH  MF 
Specification Objective
1. Install appliance where it is protected from freezing and accessible
for service.
1. Select freezeproof, safe,
and accessible location.
7.0302.2d Installation  SF  MH  MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., IRC,
NFPA 31, NFPA 54) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0302.2e Equipment Acessibility  SF  MH  MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
3. Ensure that anode rod is accessible for replacement
1. Ensure the appliance can be
easily maintained and
replaced.
7.0302.2f Fuel Supply  SF  MH  MF 
Specification Objective
1. Install fuel supply components per NFPA 31 (for oil) and NFPA 54
(for gas) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
3. Install an emergency fuel cut-off switch within reach of the water
heater.
1. Safe and effective fuel
delivery that provides for
emergency fuel cut-off.
7.0302.2g Emergency Drain Pan  SF  MH  MF 
Specification Objective
1. If appliance is installed in or above conditioned space or in a
location where water damage could occur, install a drain pan
according to the requirements of the IRC.
2. Drain pan to the exterior of the building.
1. Prevent water damage from
leaking water.
7.0302.2h Shut-Off Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
water lines.
1. Allow isolation of tank.
7.0302.2i Expansion Tank  SF  MH  MF 
Specification Objective
1. Install an expansion tank anytime a storage water heater is
supplied with cold water that passes through a check valve,
pressure reducing valve or backflow preventer.
1. Protect tank and connected
piping from expansion
damage or leaks.
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2. Connect the tank to the cold water supply line at a point that is
downstream of all check valves, pressure reducing valves and
backflow preventers.
3. Size thermal expansion tanks in accordance with the tank
manufacturer’s instructions and applicable code (e.g., IRC, IBC).
7.0302.2j T&P Valve and Piping  SF  MH  MF 
Specification Objective
1. Install a T&P relief valve per the IRC and manufacturer
specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.2k Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0302.2l Heat Traps  SF  MH  MF 
Specification Objective
1. Install heat traps on the inlet and outlet piping where not provided
by manufacturer.
1. Reduce thermal loss from
convection or siphoning.
7.0302.2m Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Set discharge temperature to not exceed 120°F or as prescribed by
local code.
1. Prevent biological growth in
tank but prevent scalding.
7.0302.2n Multitank Systems MF 
Specification Objective
1. In multitank systems, install valves to isolate each tank from water
heating system and install bypass piping.
1. Allow removal and
maintenance of a single
tank without shutting down
entire system.
7.0302.2o Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.2p Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0302.3: Heat Pump Storage Tank Water Heater
Desired Outcome: Adequate hot water supplied by a leak free, safe, durable, efficient, and accessible
water heater.
7.0302.3a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.

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7.0302.3b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select a water heater that:
• Is ENERGY STAR® certified, equivalent, or better;
• Fits in the installation space with required clearances; and
• Provides sufficient hot water for the home and occupants.
1. Select efficient and properly
sized water heater.
7.0302.3c Location  SF  MH  MF 
Specification Objective
1. Install appliance where it:
• Is in conditioned space;
• Is accessible for service;
• Has sufficient volume of air per manufacturer specifications;
• Will not affect indoor thermostat readings; and
• Will not blow directly on occupants.
1. Select indoor, safe, and
accessible location with
sufficient air volume.
7.0302.3d Installation  SF  MH  MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0302.3e Equipment Acessibility  SF  MH  MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
3. Ensure that anode rod is accessible for replacement
1. Ensure the appliance can be
easily maintained and
replaced.
7.0302.3f T&P Valve and Piping  SF  MH  MF 
Specification Objective
1. Install a T&P relief valve per the IRC and manufacturer
specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.3g Emergency Drain Pan  SF  MH  MF 
Specification Objective
1. If appliance is installed in or above conditioned space or in a
location where water damage could occur, install a drain pan
according to the requirements of the IRC.
2. Drain pan to the exterior of the building.
1. Prevent water damage from
leaking water.
7.0302.3h Shut-Off Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
water lines.
1. Allow isolation of tank.

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7.0302.3i Expansion Tank  SF  MH  MF 
Specification Objective
1. Install an expansion tank anytime a storage water heater is
supplied with cold water that passes through a check valve,
pressure reducing valve or backflow preventer.
2. Connect the tank to the cold water supply line at a point that is
downstream of all check valves, pressure reducing valves and
backflow preventers.
3. Size thermal expansion tanks in accordance with the tank
manufacturer’s instructions and applicable code (e.g., IRC, IBC).
1. Protect tank and connected
piping from expansion
damage or leaks.
7.0302.3j Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0302.3k Heat Traps  SF  MH  MF 
Specification Objective
1. Install heat traps on the inlet and outlet piping where not provided
by manufacturer.
1. Reduce thermal loss from
convection or siphoning.
7.0302.3l Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Set discharge temperature to not exceed 120°F or as prescribed by
local code.
1. Prevent biological growth in
tank but prevent scalding.
7.0302.3m Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.3n Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0302.4: Non-Heated Storage Tank
Desired Outcome: Leak free, safe, durable and efficient hot water storage tank.
7.0302.4a Pre-Work Qualifications MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0302.4b Equipment Selection MF 
Specification Objective
1. Select a water storage tank that:
• Fits in the installation space with required clearances; and
• Has an R-value of 12.5 or greater.
1. Select efficient and properly
sized water heater.

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7.0302.4c Location MF 
Specification Objective
1. Install appliance where it:
• Is protected from freezing;
• Is accessible for service;
• Will maximize efficient operation of the water heating system;
• Will minimize distance between tank and primary hot water
outlets; and
• Does not obstruct building egress or access, as required by
applicable code (e.g., NFPA 101).
1. Select freeze protected,
safe, and accessible
location that maximizes
operation of the water
heating system.
7.0302.4d Installation MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
3. Install storage tank on a housekeeping pad.
1. Compliant and safe
installation.
7.0302.4e Equipment Accessibility MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
3. Ensure that anode rod is accessible for replacement.
1. Ensure the appliance can be
easily maintained and
replaced.
7.0302.4f T&P Valve and Piping MF 
Specification Objective
1. Install a T&P relief valve per the IRC and manufacturer
specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.4g Emergency Drain Pan MF 
Specification Objective
1. If appliance is installed in or above conditioned space or in a
location where water damage could occur, install a drain pan
according to the requirements of the IRC.
2. Drain pan to the exterior of the building.
1. Prevent water damage from
leaking water.
7.0302.4h Isolation and Bypass Valves MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
water lines and install bypass piping.
1. Allow isolation and bypass
of storage tank.
7.0302.4i Dialectric Unions MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.

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7.0302.4j Heat Traps MF 
Specification Objective
1. Install heat traps on the inlet and outlet piping where not provided
by manufacturer.
1. Reduce thermal loss from
convection or siphoning.
7.0302.4k Gauges MF 
Specification Objective
1. Where required, install temperature and pressure gauges on
storage tank in an easily visible location.
1. Easily visible gauges
installed.
7.0302.4l Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.4m Non-Heated Storage Tank MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0302.5: Tankless On-Demand/Point-of-Use Appliances
Desired Outcome: Adequate hot water supplied by a leak free, safe, durable, efficient, and accessible
water heater.
7.0302.5a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0302.5b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select a water heater that:
• Is ENERGY STAR® certified, equivalent, or better;
• Fits in the installation space with required clearances; and
• Provides sufficient hot water for the home and occupants.
1. Select efficient and properly
sized water heater.
7.0302.5c Location  SF  MH  MF 
Specification Objective
1. Install appliance where it:
• Is protected from freezing;
• Is accessible for service; and
• Will minimize distance between tank and primary hot water
outlets.
1. Select indoor, safe, and
accessible location with
sufficient air volume.
7.0302.5d Installation  SF  MH  MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.

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7.0302.5e Equipment Acessibility  SF  MH  MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
3. Ensure that anode rod is accessible for replacement
1. Ensure the appliance can be
easily maintained and
replaced.
7.0302.5f Shut-Off Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
water lines.
1. Allow isolation of tank.
7.0302.5g T&P Valve and Piping  SF  MH  MF 
Specification Objective
1. Install a T&P relief valve per the IRC and manufacturer
specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.5h Fuel Supply  SF  MH  MF 
Specification Objective
1. Install fuel supply components per NFPA 31 (for oil) and NFPA 54
(for gas) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
3. Install an emergency fuel cut-off switch within reach of the water
heater.
1. Safe and effective fuel
delivery that provides for
emergency fuel cut-off.
7.0302.5i Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0302.5j Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Set discharge temperature to not exceed 120°F or as prescribed by
local code.
1. Prevent biological growth in
tank but prevent scalding.
7.0302.5k Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.5l Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.

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7.0302.6: Solar Water Heater
Desired Outcome: Adequate hot water supplied by a leak free, safe, durable, efficient, and accessible
water heater.
7.0302.6a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0302.6b Storage Tank Selection  SF  MH  MF 
Specification Objective
1. Select a storage/backup water heaters that:
• Is ENERGY STAR® certified, equivalent, or better;
• Fits in the installation space with required clearances;
• Provides sufficient hot water for the home and occupants; and
• Is insulated to R-12.5 or greater.
1. Efficient, and appropriate
tank selected.
7.0302.6c Solar Collactor Location  SF  MH  MF 
Specification Objective
1. Locate solar collectors to minimize shading factor and maximize
solar gain, but not interfere with other appliance operation (e.g.,
chimneys, vents, exhaust terminations).
1. Maximize system
performance.
7.0302.6d Installation  SF  MH  MF 
Specification Objective
1. Install water heater in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0302.6e Accessibility  SF  MH  MF 
Specification Objective
1. Install and plumb storage tank and solar collectors to allow for
inspection, maintenance, and replacement of the appliance and its
components.
2. Ensure that anode rod is accessible for replacement.
3. Provide a path that allows the solar collector to be safely accessed
without damaging the roof.
1. System is safely accessible
for service.
7.0302.6f Freeze Protection  SF  MH  MF 
Specification Objective
1. Incorporate system freeze protection for applicable climates,
including, but not limited to, closed glycol loops, drain back
systems, supplemental heat, or other methods, as approved by
applicable code and manufacturer specifications.
1. Prevent freezing liquid in
pipes in cold weather
climates.
7.0302.6g Emergency Drain Pan  SF  MH  MF 
Specification Objective
1. If appliance is installed in or above conditioned space or in a
location where water damage could occur, install a drain pan
according to the requirements of the IRC.
2. Drain pan to the exterior of the building.
1. Prevent water damage from
leaking water.

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7.0302.6h T&P Valve and Piping  SF  MH  MF 
Specification Objective
1. Install a Temperature and Pressure (TandP) relief valve per the
IRC and manufacturer specifications.
2. Pipe the valve to within 6” of the floor or drain pan or to the
outdoors and must terminate in an observable location.
3. Select piping material based on IRC requirements.
1. Direct scalding water away
from occupants.
7.0302.6i Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0302.6j Heat Traps  SF  MH  MF 
Specification Objective
1. Install heat traps on the inlet and outlet piping where not provided
by manufacturer.
1. Reduce thermal loss from
convection or siphoning.
7.0302.6k Isolation Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
incoming water lines at the storage tank, and between each
additional components of the system (e.g., mixing valves, solar
collector, additional storage tank).
1. Allow isolation and service
of each system component.
7.0302.6l Expansion Tank  SF  MH  MF 
Specification Objective
1. Install an expansion tank anytime a storage water heater is
supplied with cold water that passes through a check valve,
pressure reducing valve or backflow preventer.
2. Connect the tank to the cold water supply line at a point that is
downstream of all check valves, pressure reducing valves and
backflow preventers.
3. Size thermal expansion tanks in accordance with the tank
manufacturer’s instructions and applicable code (e.g., IRC, IBC).
1. Protect tank and connected
piping from expansion
damage or leaks.
7.0302.6m Insulation Piping  SF  MH  MF 
Specification Objective
1. Insulate all accessible pipes carrying hot water to a minimum R-3
per SWS (Water Heating: Thermal Loss Reduction: Pipe
Insulation”.
1. Reduce heat loss through
hot water pipes.
7.0302.6n Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Install a suitable thermostatic mixing valve and set discharge
temperature to not exceed 120°F or as prescribed by local code.
2. Install a temperature-indicating device at the discharge outlet of
the thermostatic mixing valve.
1. Prevent biological growth in
tank but prevent scalding.
7.0302.6o Multitank Systems MF 
Specification Objective
1. In multitank systems, install valves to isolate each tank from water
heating system and install bypass piping.
1. Allow removal and
maintenance of a single
tank without shutting down
entire system.

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7.0302.6p Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0302.6q Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0303: Distribution Components
7.0303.1: Mixing Valves
Desired Outcome: Safe and reliable water temperature control.
7.0303.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0303.1b Location  SF  MH  MF 
Specification Objective
1. Install mixing valves at as many locations as necessary to deliver
safe and adequate hot water.
1. Optimal water temperature
throughout the system.
7.0303.1c Installation  SF  MH  MF 
Specification Objective
1. Install equipment in compliance with applicable code (e.g., NFPA
70, IRC, IBC, IMC) and manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Compliant and safe
installation.
7.0303.1d Equipment Accessibility  SF  MH  MF 
Specification Objective
1. Install valve and plumbing to allow for inspection, maintenance,
and replacement of the appliance and its components, without
disturbing other installed equipment, controls, piping, and
components, other than what requires repair/replacement.
1. Ensure the valve can be
readily maintained and
replaced.
7.0303.1e Isolation Valves  SF  MH  MF 
Specification Objective
1. Install a separate water cut-off valve for both the hot and cold
incoming water lines.
1. Allow isolation and service
of mixing valve.
7.0303.1f Check Valves  SF  MH  MF 
Specification Objective
1. Install check valves on the hot and cold water supply lines
upstream of the mixing valve.
1. Eliminate crossover.
7.0303.1g Heat Traps  SF  MH  MF 
Specification Objective
1. Install mixing valve with a heat trap or at a distance from heat
sources sufficient enough to prevent scaling or damage to the
valve.
1. Prevent scaling and valve
damage.

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7.0303.1h Temperature Gauges  SF  MH  MF 
Specification Objective
1. Install temperature gauges on hot, cold, and tempered supply
water lines within sight of the mixing valve.
1. Verification of proper
mixing valve operation.
7.0303.1i Wiring  SF  MH  MF 
Specification Objective
1. Install controls and sensors in accordance with manufacturer
specifications and applicable code (NFPA 70).
2. When controls are low voltage, separate the low voltage and line
voltage wiring.
1. Safe and compliant mixing
valve operation.
7.0303.1j Dielectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals
7.0303.1k Discharge Temperature Settings  SF  MH  MF 
Specification Objective
1. Set discharge temperature to not exceed 120°F or as prescribed
by local code.
1. Prevent biological growth in
tank but prevent scalding.
7.0303.1l Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0303.2: Piping
Desired Outcome: Safe, compliant, and efficient water distribution.
7.0303.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0303.2b Material Selection  SF  MH  MF 
Specification Objective
1. Select piping materials according to the applicable code
requirements (i.e., IRC, IBC).
1. Safe and compliant material
selection.
7.0303.2c Decommissioning Existing Piping  SF  MH  MF 
Specification Objective
1. Cap obsolete but inaccessible piping as close as possible to the
point of no access.
1. Prevent reuse of abandoned
piping.
7.0303.2d Piping Location  SF  MH  MF 
Specification Objective
1. Locate piping with the following priority: Within conditioned space;
Within the building; Outdoor; Below ground (insulated and
sleeved).
1. Prevent freezing and reduce
thermal loss.

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7.0303.2e New Pipe Installation  SF  MH  MF 
Specification Objective
1. Install piping in compliance with applicable code (e.g., NFPA 70,
IRC, IBC, IMC) and manufacturer specifications according to the
following design:
• Minimize length of runs;
• Allow for insulation on each individual pipe (e.g., no bundling);
• Install and label tracer lines when piping is installed below
ground or when the pipe is hidden within the building; and
• Install piping to protect all occupants from contact with hot
water pipes.
1. Safe, efficient, and durable
pipe installation.
7.0303.2f Insulation Piping  SF  MH  MF 
Specification Objective
1. Insulate all accessible pipes carrying hot water to a minimum R-3
per SWS (Water Heating: Thermal Loss Reduction: Pipe
Insulation”.
1. Reduce heat loss through
hot water pipes.
7.0303.2g Friction Loss  SF  MH  MF 
Specification Objective
1. Minimize friction loss using the following criteria:
• Use smooth piping;
• Use as few joints and fittings as possible;
• Use sweeps instead of 90° elbows; and
• Use full port valves;
1. Efficient delivery of water.
7.0303.2h Dialectric Unions  SF  MH  MF 
Specification Objective
1. Install dielectric unions when connecting copper to galvanized steel
piping in accordance with the IRC and manufacturer specifications.
1. Prevent corrosion between
dissimilar metals.
7.0303.2i Stray Voltage Protection  SF  MH  MF 
Specification Objective
1. Bond and ground piping as required by NEC (NFPA 70). 1. Eliminate stray voltage
from piping.
7.0303.2j Disposal  SF  MH  MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0303.3: Pumps
Desired Outcome: Safe, compliant, and efficient pump installation.
7.0303.3a Pre-Work Qualifications MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0303.3b Pump Selection MF 
Specification Objective
1. Choose a pump built with materials suitable for potable water (i.e.,
bronze or stainless steel) and that is certified as lead-free.
1. Select safe pump materials
compatible with potable
water source.

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7.0303.3c Installation MF 
Specification Objective
1. Install pumps according to manufacturer specifications and
applicable code (e.g., IPC, IRC, NFPA 70).
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe, compliant, and
effective pump installation.
7.0303.3d Accessibility MF 
Specification Objective
1. Install and plumb pump to allow for inspection, maintenance, and
replacement of the pump.
1. Pump is accessible for
service.
7.0303.3e Laminar Flow MF 
Specification Objective
1. Install pumps in accordance with manufacturer specifications with
sufficient straight line piping before and after the pump.
1. Minimize pump cavitation.
7.0303.3f Isolation Valves MF 
Specification Objective
1. Install a water cut-off valve on both sides of the pump. 1. Allow isolation and service
of mixing valve
7.0303.3g Drain/Purge Valve MF 
Specification Objective
1. Install a drain spigot in close proximity of the discharge end of the
pump.
1. Allow the piping to be
purged of air.
7.0303.3h Gauges MF 
Specification Objective
1. Install pressure gauges to measure suction, discharge, and
pressure differential.
1. Verify proper operation of
the pump.
7.0303.3i Dielectric Unions MF 
Specification Objective
1. When connecting non-ferrous metal pump to existing ferrous
piping, install a dielectric union or a plastic-lined steel nipple a
minimum of 4” long to connect the two piping systems.
1. Prevent corrosion between
dissimilar metals.
7.0303.3j Insulation MF 
Specification Objective
1. Do not insulate pumps. 1. Prevent pump from
overheating.
7.0303.3k Controls and Sensors MF 
Specification Objective
1. Install or reconnect controls and sensors in accordance with design
specifications.
2. When controls use low voltage, separate the low voltage and line
voltage wiring.
1. Proper operation of the
water heating system.
7.0303.3l Electrical Wiring MF 
Specification Objective
1. Install all electrical wiring in compliance with NFPA 70 and
manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant pump
installation.

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7.0303.3m Stray Voltage Protection MF 
Specification Objective
1. Install grounding and bonding for pump as required by NEC (NFPA
70).
1. Eliminate stray voltage
from pump.
7.0303.3n Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0303.3o Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0303.4: Gauges
Desired Outcome: Safe and accurate sensor readings of distribution system.
7.0303.4a Pre-Work Qualifications MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.0303.4b Gauge Selection MF 
Specification Objective
1. Select gauges:
• With an appropriate range for the design specifications; and
• That can be easily read in the available light conditions.
1. Provide accurate and visible
measurement.
7.0303.4c Location MF 
Specification Objective
1. Install gauges:
• So they can be easily read (e.g., not facing the wall, or so high
a ladder or stool is needed to access); and
• So they are not adversely affected by other equipment through
heat conduction.
2. Install surface-mount thermometers so that thermocouple for
digital gauges is tight to the pipe and wrapped with insulation to
exclude ambient temperature;
3. Install wet-mount thermometers so they are not in an air pocket
(e.g., install on side of pipe, not on top of side-plumbed tanks);
4. Install pressure gauges so they are not adversely affected by
turbulent flow and vibration.
1. Easily accessible gauges
that provide accurate
measurements.
7.0303.4d Installation MF 
Specification Objective
1. Install gauges according to manufacturer specifications and
applicable code (e.g., IPC, IRC, NFPA 70).
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe, compliant installation.

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7.0303.4e Isolation Valves MF 
Specification Objective
1. Install a water cut-off valve on both sides of the gauge. 1. Allow isolation and service
of gauge.
7.0303.4f Dielectric Unions MF 
Specification Objective
1. When connecting non-ferrous metal pump to existing ferrous
piping, install a dielectric union or a plastic-lined steel nipple a
minimum of 4” long to connect the two piping systems.
1. Minimize corrosion between
dissimilar metals.
7.0303.4g Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.0303.5: Expansion Tank (Potable Water)
Desired Outcome: Safe, compliant, leak-free, and properly sized expansion tank installation.
7.0303.5a Expansion Tank Selection  SF  MH  MF 
Specification Objective
1. Select a tank that:
• Is rated for potable water; and
• Is sized according to applicable code (i.e., IPC, IRC, IBC) and
manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and properly sized
expansion tank.
7.0303.5b Location  SF  MH  MF 
Specification Objective
1. Locate the expansion tank on the cold water inlet to the water
heater between the water heating equipment and the required
shut off.
1. Prevent isolation of the
expansion tank from the
water heater.
7.0303.5c Installation  SF  MH  MF 
Specification Objective
1. Install expansion tank in accordance with the manufacturer’s
installation instructions and applicable code.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
installation.
7.0303.5d Support  SF  MH  MF 
Specification Objective
1. Support expansion tank so that it does not move or sag using rigid
support material that is able to support twice the weight of the
tank filled with water.
1. Durable rigid support.
7.0303.5e Air Pressure  SF  MH  MF 
Specification Objective
1. Set the pressure in the expansion tank to match the incoming
water pressure.
1. Set correct air pressure.
7.0303.5f Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
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7.0303.6: Recirculation System Temperature Modulation Controls
Desired Outcome: Controls work properly and safely to provide water at desired temperature.
7.0303.6a Pre-Work Qualifications MF 
Specification Objective
1. Verify that existing plumbing and electrical systems are adequate
for the new installation.
1. Verify adequacy of existing
utilities.
7.0303.6b Installation MF 
Specification Objective
1. Install sensors and controls in accordance with manufacturer
specifications and applicable code (e.g., NFPA 70).
2. Mount controls on a stable and sturdy surface.
3. When controls are using low voltage, separate the low voltage and
line voltage wiring.
4. Install controls, sensors, wiring, and other components in a
manner that does not expose occupants to hazardous conditions
nor poses any unnecessary risk to the integrity of the installation.
1. Safe, durable, and
compliant controls.
7.0303.6c Integration with Other System Controls MF 
Specification Objective
1. Clearly identify new controls with labels to identify purpose of
control and its associated equipment (“this device controls boiler
#2,” etc.).
2. Log existing hot water supply set points.
3. Remove decommissioned controls or label them as abandoned.
1. Maintain the integrity of the
hot water system and
components.
7.0303.6d Disposal MF 
Specification Objective
1. Permanently remove equipment from job site and recycle or
dispose of removed equipment and refrigerant in accordance with
local and federal law (e.g., EPA Section 608 of Clean Air Act of
1990).
2. Permanently decommission old equipment.
1. Old equipment is
permanently removed from
service, protect the
environment, and comply
with regulation.
7.0303.6e Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, installer contact information
and a clear description/plan of the final configuration of sensors
and controls
1. Manufacturer supplied
information available to
occupant.

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Policy 7.88: Special Considerations
7.8801: Elevators
7.8801.1: Component Replacement
Desired Outcome: Safe, durable and energy efficient elevator operation.
7.8801.1a Equipment Selection MF 
Specification Objective
1. Select the most energy efficient components available and within
budget (e.g., elevator room heating, ventilation, and air
conditioning equipment).
1. Select equipment that will
optimize energy
performance.
7.8801.1b Equipment Installation MF 
Specification Objective
1. Perform installations to comply with ASME A17.1, ICC A117.1, and
NFPA 70 (Article 620).
1. Safe, compliant, and
durable installation.
7.8801.1c Documentation MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.8802: Spas, Hot Tubs, Saunas
7.8802.1: Motor Replacement
Desired Outcome: Safe, efficient, and compatible motor replacement.
7.8802.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that existing plumbing and electrical systems can support
the new installation.
1. Verify adequacy of existing
utilities.
7.8802.1b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select a motor that:
• Is compatible with phase and voltage of existing wiring;
• Is physically compatible with frame size;
• Is at least 2-speed;
• Is UL listed for pool, spa, or hot tub use; and
• Meets or exceeds efficiency standards of APSP-15.
2. Select controls that are UL listed for the installation location (e.g.,
wet location).
1. Select safe, efficient, and
compatible motor.
7.8802.1c Installation  SF  MH  MF 
Specification Objective
1. Install motor in accordance with NFPA 70 (Article 680) and
manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
installation.
7.8802.1d Disposal or Reuse  SF  MH  MF 
Specification Objective
1. If operational, store replaced motor for temporary backup use and
label as such.
2. If nonoperational, recycle or dispose of removed equipment
according to local and federal law (e.g., EPA) (i.e., do not leave
replaced equipment at the client home).
1. Provide backup motor,
protect the environment
and comply with regulation.

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7.8802.1e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.8802.2: Control Replacement
Desired Outcome: Safe, efficient, and compatible control replacement.
7.8802.2a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify that existing plumbing and electrical systems can support
the new installation.
1. Verify adequacy of existing
utilities.
7.8802.2b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select controls that:
• Are UL listed for the installation location (e.g., wet location);
and
• Provide reduced energy consumption options (i.e., timers,
schedules).
1. Select safe, efficient, and
compatible controls.
7.8802.2c Installation  SF  MH  MF 
Specification Objective
1. Install controls in accordance with NFPA 70 (Article 680) and
manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant
installation.
7.8802.2d Disposal or Reuse  SF  MH  MF 
Specification Objective
1. If operational, store replaced controls for temporary backup use
and label as such.
2. If nonoperational, recycle or dispose of removed equipment
according to local and federal law (e.g., EPA) (i.e., do not leave
replaced equipment at the client home).
1. Provide backup motor,
protect the environment
and comply with regulation.
7.8802.2e Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information.
1. Manufacturer supplied
information available to
occupant.
7.8803: Water Conditioning
7.8803.1: Water Softening System Installation
Desired Outcome: Safe, compliant, and leak-free system installation that meets the needs of the water
consumer without damaging the water system.
7.8803.1a Pre-Work Qualifications  SF  MH  MF 
Specification Objective
1. Verify current plumbing infrastructure is sufficient to support the
installation(s) and is leak-free.
1. Verify adequacy of
plumbing.
7.8803.1b Equipment Selection  SF  MH  MF 
Specification Objective
1. Select equipment that:
2. provides the treatment level needed in accordance with the
National Association of Corrosion Engineers (NACE TPC 7)
3. meets the local water standards and requirements.
1. Prevent damage to water
distribution system and
protect water consumer.
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7.8803.1c Location  SF  MH  MF 
Specification Objective
1. Install system on a level surface where it is protected from
freezing and accessible for service.
1. Accessible, freeze-protected
installation.
7.8803.1d Equipment Accessibility  SF  MH  MF 
Specification Objective
1. Provide a level working space not less than 30” in length and 30”
in width in front of the control side of the appliance.
2. Install appliance and plumbing to allow for inspection,
maintenance, and replacement of the appliance and its
components, without disturbing other installed equipment,
controls, piping, and components, other than what requires
repair/replacement.
1. Ensure the appliance can be
easily maintained and
replaced.
7.8803.1e Installation  SF  MH  MF 
Specification Objective
1. Install system on the cold water side of any water heating system
according to manufacturer specifications and applicable codes.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe, compliant, and
durable installation.
7.8803.1f Electrical Wiring  SF  MH  MF 
Specification Objective
1. Install all electrical wiring in compliance with NFPA 70 and
manufacturer specifications.
2. If conflict exists between code and manufacturer specifications,
apply the more restrictive requirement.
1. Safe and compliant pump
installation.
7.8803.1g Isolation and Bypass Valves  SF  MH  MF 
Specification Objective
1. Install a cut-off valve for the incoming water line and install bypass
piping and valve.
1. Allow isolation and bypass
of conditioning system.
7.8803.1h Salt Storage  SF  MH  MF 
Specification Objective
1. Store salts for treating the system in a cool and dry environment,
not in contact with the floor, and away from metal solids.
1. Prevent corrosion.
7.8803.1i Documentation  SF  MH  MF 
Specification Objective
1. Provide occupants/owners with user’s manual, warranty
information, installation instructions, and installer contact
information as well as a copy of the NACE recommendations.
1. Manufacturer supplied
information available to
occupant.

BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 3
ATTACHMENT NO. 2

Idaho Weatherization
Operations Manual
of Programmatic Policies

Effective 04/01/2021

Version 2021.04.01
Idaho Weatherization Operations Manual of Programmatic Policies
Page 1
Introduction: The Idaho Weatherization Program
Policy 0.01: The Idaho Weatherization Operations Manual of
Programmatic Policies (IWOM-P)
0.0101: Idaho Weatherization Program Summary
The Idaho Weatherization and Energy-Related Home Repair Program (Idaho Weatherization Program) is
designed to reduce energy costs for low-income households by increasing the energy efficiency of their
homes, while ensuring their health and safety.
0.0102: Purpose of This Manual
The purpose of the IWOM-P is to provide guidance for the programmatic policies governing the funding
sources received by IDHW for the Idaho Weatherization Program.
0.0102.01: Precedence of Policy
The master document that governs programmatic policies is the Idaho WAP State Plan. Any
disagreement between this document and the State Plan, if any, will be corrected when found.
0.0103: Version Control
0.0103.1: Margin Lining
Starting with the next release of the IWOM-P, solid vertical lines in the right-hand margin indicate
substantive changes from the previous version. Major changes in policy shall be denoted with margin
lining in red. Less substantial changes (e.g., clarity updates) shall be denoted with margin lining in black.
Margin lining shall not be used for minor updates, such as the correction of typographical errors, changes
in formatting, or the addition of relevant links or regulatory citations for each section, nor shall notification
necessarily be presented to the network for these types of minor updates.
Policy 0.02: Definitions
The terms defined in this section shall have their meanings consistently applied throughout the IWOM-T,
except when specifically noted.
For More Information see also:
➤ BPI Certified Professionals
➤ EPA Lead Renovation, Repair and Painting Program Rules
➤ SWS Glossary
➤ IWOM-T: Definitions
0.0201: Agency Terms
1. BPA (Bonneville Power Administration): The self-funded, nonprofit Federal power marketing
administration based in the Pacific Northwest that is one of the four regional power-marketing
agencies within DOE.
2. BPI (Building Performance Institute): A nonprofit standards development and credentialing
organization for residential energy auditing and upgrade work.
3. CAPAI (Community Action Partnership Association of Idaho): The nonprofit organization that
provides T&TA on behalf of IDHW to ensure competent implementation of the Idaho Weatherization
Program.
4. DOE (US Department of Energy): The US governmental agency entrusted with ensuring the
nation’s security and prosperity by addressing its energy challenges through transformative science
and technology solutions.
5. DSP (Direct Service Providers): The nonprofit organizations that are granted funding to provide
services to low-income families in Idaho. Within the context of the IWOM-T, it generally refers to those
DSPs that provide weatherization services.
6. EPA (US Environmental Protection Agency): The US governmental agency entrusted with
environmental protection matters.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 2
7. HHS (US Department of Health and Human Services): The US governmental agency entrusted
with enhancing and protecting public health.
8. IDHW (Idaho Department of Health and Welfare): The Idaho governmental agency entrusted
with promoting and protecting the health and safety of the people of Idaho. IDHW is the grantee that
receives DOE, LIHEAP, and BPA funds directly from Federal grantors.
9. IREC (Interstate Renewable Energy Council): A nonprofit organization that works to expand
consumer access to clean energy, generates information and objective analysis in best practices and
standards, and leads programs in building clean energy workforces.
10. NREL (National Renewable Energy Laboratory): A US government-owned, contractor-operated
facility specializing in renewable energy and energy efficiency research and development projects. It
maintains and updates the SWS.
11. SSA (Social Security Administration): The US governmental agency that administers Social
Security and SSI.
0.0202: Benefit Program Terms
1. LIHEAP (Low-Income Home Energy Assistance Program): A Federal program administered by
HHS that is designed to help low-income families meet their immediate home energy needs.
2. SNAP Benefits (Supplemental Nutrition Assistance Program): A Federal program administered
by the US Department of Agriculture that provides food-purchasing assistance for low-income persons.
Formerly known as Food Stamps.
3. SSD (Social Security Disability Insurance): A Federal insurance program administered by SSA that
is designed to help individuals who are physically restricted in their ability to be employed because of a
disability and have paid a sufficient amount of past payroll taxes paid into Social Security. This
program is frequently confused with SSI.
4. SSI (Supplemental Security Income): A Federal income assistance program administered by SSA
that is designed to help aged, blind, and disabled people, who have little or no income. It is funded by
general tax revenues, not Social Security payroll taxes.
5. TANF (Temporary Assistance to Needy Families): A Federal assistance program administered by
HHS that is provides cash assistance to low-income American families. Within the State of Idaho, it is
referred to as TAFI (Temporary Assistance to Families in Idaho). Formerly known as ADFC (Aid to
Families with Dependent Children).
6. Title IV of the Social Security Act: Provisions within the Social Security Act officially referred to as
“Grants to States for Aid and Services to Needy Families with Children and for Child–Welfare Services”,
that include TANF.
7. Title XVI of the Social Security Act: Provisions within the Social Security Act officially referred to as
“Supplemental Security Income for the Aged, Blind, And Disabled” that include SSI.
8. WAP (Weatherization Assistance Program): A federal program administered by DOE that is
designed to help low-income families reduce their energy consumption and costs through home energy
retrofits prescribed by a competent energy auditor.
0.0203: Milestone Terms
1. Application Date: The date the application is completed and signed by the applicant and all
supporting documentation is received by the DSP.
2. Job Start Date: The date the energy audit of the dwelling takes place. If the energy audit takes
course over multiple dates, such as might be the case in response to an emergency, it is the date the
energy audit began.
3. Crew Start Date: The date a dedicated weatherization crew first performs work on the dwelling.
4. Crew Completion Date: The last date a dedicated weatherization crew performs work on the
dwelling.
5. Job Completion Date: The date the final inspection of the dwelling takes place.
6. Job Submission Date: The date the project is officially recognized and submitted by the DSP as
complete, with all invoicing from any subcontracted measures received and accounted for.

Idaho Weatherization Operations Manual of Programmatic Policies
Page 3
0.0204: Measure Category Terms
[10 CFR 440.3; 10 CFR 440.16; 10 CFR 440.18; 10 CFR 440.21; DOE DOE WPN 17-7; DOE DOE
WPN 19-4; DOE DOE WPN 19-5]
1. ECMs (Energy Conservation Measures): The budget category for any measures performed for their
anticipated energy savings. ECMs include Baseload and Seasonal Usage Measures. The cost of each
ECM includes the cost of its ancillary items. Depending on funding source and measure, ECMs may be
either deemed cost-effective (as with GRMs), or SIR-justified with an SIR of 1.0 or greater.
• AIs (Ancillary Items): Small items required to achieve a finished product in a typical installation
of an ECM where no unusual or extensive repairs are needed. They include small hardware (such
as nails, screws, and other fasteners), adhesive, sealant, and other small-ticket items.
• Baseload Measures: ECMs which address the energy efficiency or energy usage of the appliances,
lighting, or water heater(s) of an EDU.
• GRMs (General Heat Waste Reduction Measures): Relatively low-cost ECMs deemed by DOE
as generally cost-effective and easily installed. The only GRMs currently approved in Idaho is the
installation of pipe wrap. The cost of GRMs is not added to the cost of the package of
weatherization measures when calculating the total package SIR for the whole project. Total GRMs
costs, including labor, may not exceed $250.
• Seasonal Energy Usage Measures: ECMs designed to facilitate the appropriate thermal control
of an EDU in an efficient manner, such as the repair/replacement of space heating/cooling systems
and/or distribution system(s), the installation of insulation, and/or the reduction of air leakage.
2. H&S (Health and Safety) Measures: The budget category for energy-related measures necessary to
maintain the physical well-being of the occupants and/or weatherization workers. The cost of H&S
Measures is not added to the cost of the package of weatherization measures when calculating the
total package SIR for the whole project.
3. IRMs (Incidental Repair Measures): The budget category for measures deemed necessary for the
effective performance or preservation of energy conservation materials, but not part of a standard
installation. These may include but are not limited to: drywall, rough framing, roof, floor, plumbing,
and electrical repairs performed to protect and/or enable the installation of insulation or other energy
conservation materials; and framing or repairing windows and doors which could not otherwise be
properly air sealed. The cost of all IRMs is added to the cost of the package of weatherization
measures when calculating the total package SIR for the whole project.
0.0205: Energy Audit Terms
[10 CFR 440.21; DOE DOE WPN 19-4; DOE DOE WPN 19-5]
1. EDU (Eligible Dwelling Unit): Any dwelling units occupied by eligible low-income persons that are
eligible for weatherization services as detailed in the IWOM-P.
2. SIR (Savings to Investment Ratio): The result of dividing the present worth of the lifetime energy
cost savings by the total present worth cost of the installed measure, including the discounted rate of
the savings and fuel escalation rates.
3. Total Job Package (Package of Weatherization Measures): The cost of all ECMs and their
associated IRMs included in an audit and installed in a home.
0.0206: Technical Terms
[10 CFR 440.18; 40 CFR 745, Subpart E]
1. Average Cost per Dwelling Unit (ACPU): The sum of all ECM, IRM, and related Support costs for a
grant divided by the number of projects submitted as complete under it. Costs charged to the H&S
budget category are not included in the ACPU calculation, nor are Administration, T&TA, Financial
Audit, or Liability Insurance Expenses.
2. Building Analyst (BA): 1) Certification offered by BPI which demonstrates competency necessary to
perform unsupervised energy audits for the Idaho Weatherization Program. It is a lesser tier than BPI’s
EA certification. 2) An individual possessing this certification in active status.
3. Crew Leader: The staff member responsible for leading crews of retrofit installer technicians.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 4
4. Energy Auditor (EA): 1) The highest level certification offered by BPI that demonstrates an advanced
competency for performing energy audits for the Idaho Weatherization Program. 2) When abbreviated
or capitalized, an individual possessing the BPI EA certification in active status. 3) When unabbrivated
and uncapitalized, an individual posessing the EA, BA, or a lesser energy auditor certification.
5. Installers: The staff members responsible for measure installation, including retrofit installater
technicians and crew leaders.
6. Job Task Analysis (JTA): The job skills and requirements determined by IREC to be necessary to
effectively perform the activities of the positions within the WAP.
7. Lead Renovation, Repair and Painting (LRRP) Rule: EPA’s Lead-Based Paint Renovation, Repair
and Painting (LRRP) Rule (as amended in 2010 and 2011), which aims to protect the public from lead-
based paint hazards associated with renovation, repair and painting activities.
8. Lead Safe Weatherization (LSW): The practice of adopting lead safe practices during the
weatherization process. In Idaho, this is done by following EPA’s RRP Rule.
9. Quality Control Inspector (QCI): 1) The certication offered by BPI that is required to demonstrate
the competency necessary to perform final quality control inspections for the Idaho Weatherization
Program. 2) An individual possessing this certification in active status.
10. Retrofit Installater Technicians: The staff members responsible for home measure installation.
11. Technical Staff: The staff members responsible for the home assessment, work order development,
measure installation, and quality control inspection of the home, including retrofit installater
technicians, crew leaders, energy auditors, and quality control inspectors.
12. Training and Technical Assistance (T&TA): The provision of information and expertise to the Idaho
Weatherization Network to ensure competent implementation of the Idaho Weatherization Program.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 5
Policy 0.03: Agency Responsibilities
0.0301: Program Management
0.0301.1: The Role of the DSP’s Program Manager
The DSP’s Weatherization Program Manager shall ensure all services provided under the Idaho
Weatherization Program are performed in compliance with Federal and State guidance as outlined in the
IWOMs-P and -T. Specific responsibilities may be delegated to adequately trained, competent personnel.
0.0301.2: The Role of the DSP’s Finance Manager
The DSP’s Finance Manager is responsible for maintaining a financial management system conforming to
standards outlined in the IWOM-P, OMB 2 CFR 200, other pertinent OMB guidance as pertains to the
administration of the Federal Grant Program, and the DOE financial rules from 10 CFR 600, and shall
maintain a current copy of these required financial regulations.
0.0302: Energy Audit
0.0302.1: The Role of the Energy Auditor
The home energy audit is a vital component of the home energy retrofit process. It is imperative that a
qualified energy auditor perform a home assessment by following a high-quality audit procedure
recognized by the Idaho Weatherization Program in the IWOMs-P and -T, which includes the following:
A. A complete whole-home assessment;
B. Development of a list of recommended measures and verification that they meet low-cost and/or
cost-effectiveness requirements;
C. An accurate and complete work order with instructions, as necessary, for all proposed measures;
D. Under the discretion of the Program Manager, encourage investments from property owners to
leverage utilized weatherization funds and maximize the work available on the dwelling;
E. Providing conservation education to the participant household including information and materials; and
F. Explain health and safety conditions which are beyond the scope of the program to the participant and
prepare a written response to the participant, as applicable, with a copy in the file.
Exception: When DSPs begin a weatherization project where no DOE WAP funds will be used, they may
use a Deemed Measures list as an alternative to completing a full energy audit if no measures will be
installed that will significantly impact building envelope tightness.
[0.0302.2: Reserved]
0.0302.3: Assessment of Energy Auditor Work Quality
IDHW will conduct ongoing assessments to ensure the effectiveness of the DSP’s energy auditors.
Instances of gross misconduct by technical staff will be reported to the Building Performance Institute for
corrective action.
0.0303: Quality Control Inspection
0.0303.1: The Role of the Quality Control Inspector
Every dwelling weatherized with DOE WAP funds reported as a “completed unit” must receive a final
quality control inspection ensuring that all work meets the minimum specifications outlined in the SWS in
accordance with 10 CFR 440. To achieve this, each DSP must have at least one QCI on staff or will
contract inspections to a certified QCI outside their agency.
The final quality control inspection must include include and document post-weatherization diagnostic
testing and provide an assessment of the original energy audit, verifying whether the measures called for
were appropriate and met all requirements of the IWOMs-P and -T for the funding source(s) utilized.
After inspection has been completed, the QCI will add a Quality Control Inspection Form to the participant
file that certifies that the unit has received a final quality control inspection, that all work met the required
standards, and that it has been performed in an impartial and complete manner. The Job Completion Form
must be signed by the QCI as well as a member of the participant household.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 6
Exception: When DSPs complete a weatherization project where no DOE WAP funds were used and no
measures were installed that significantly impacted building envelope tightness, the agency may opt to
inspect only those measures installed.
0.0303.2: Separation of Duties for Quality Control Inspectors
Each closed job file will document the relationship between the individual that performed the quality
control inspection and any other work on the project, as applicable, including independent status, role in
the energy audit process, and role in any measures installations.
Any QCI inspecting completed units should not have completed the initial energy audit and/or work on the
unit. If an energy audit and quality control inspection were performed by the same person, the DSP will be
subject to inspection of 10% of completed units (rather than the standard 5%) during annual monitoring
for the same program year during which the project was completed.
0.0303.3: Assessment of Quality Control Inspection Work Quality
IDHW will conduct ongoing assessments of the effectiveness of the DSP’s Quality Control Inspectors, of
their and compliance with program inspection policies, that any individual who is acting as both an energy
auditor and Quality Control Inspector is able to consistently perform both tasks. In the event that this
capacity is found to be compromised, IDHW will direct corrective actions and supplemental resources.
Instances of gross misconduct on the part of a Quality Control Inspector will be reported to the Building
performance Institute for corrective action.
Policy 0.04: Service Delivery
0.0401: Opportunity to Apply
[10 CFR 440.16]
DSPs must provide any individual who desires weatherization the opportunity to apply.
0.0402: Funding Streams
[10 CFR 440.16(c), (e)]
Funding for the Idaho Weatherization Program is provided through the US Department of Energy’s (DOE)
Weatherization Assistance Program (WAP), the US Department of Health and Human Services’ (HHS) Low-
Income Home Energy Assistance Program (LPW), and the Bonneville Power Administration (BPA), and is
supplemented by utility funding and private investments. Funds provided by DOE do not supplant other
program funds; they are used to supplement the funding made available by other resources for the
purpose of weatherizing eligible low-income dwellings in Idaho. DSPs will continually strive to improve
client energy efficiency through coordinated efforts with Federal, State, and local programs.
0.0403: Prioritization
[10 CFR 440.16(b)]
All participants will be prioritized according to the Weatherization Application Priority Formula (Priority
Formula) rules. Priority is automatically calculated by each DSP’s WAP reporting database based upon
emergency situation; priority populations living in the household, including elderly persons, persons with
disabilities, and children under 6; high residential energy use; and high energy burden. First priority to
receive services is assigned to those eligible participants with an emergency heating situation.
When selecting a home for energy audit, DSPs will review a participant household’s priority level relative
to all other active applications within the same county that are eligible for the funding source planned to
ensure to ensure proper prioritization of grant funds.
Note: Units in the same area may be assigned equal priority and co-scheduled in order to minimize travel
expenditures and maximize production in remote areas of the State.
0.0404: Emergency Response
[DOE WPN 17-7; 42 USC 8623(c)]
Although scheduling in outlying areas may be difficult during winter months, DSPs will make every effort
to prioritize participants in emergency situations, regardless of their dwelling address. In order to address
Idaho Weatherization Operations Manual of Programmatic Policies
Page 7
emergency situations immediately, the DSP’s actions may include enlisting the services of a local
subcontractor or addressing the immediate problem creating the emergency and then rescheduling the
remainder of the work.
An emergency response system should be maintained during the DSP’s normal work schedule and
immediate measures should be taken to protect the health and safety of eligible households. DSPs closing
their weatherization offices for unscheduled holidays during the heating season must be sensitive to
current weather conditions and have an emergency response system.
DSPs shall purchase portable electric space heaters with non-DOE, non-BPA funds to provide to
participants with failed or failing heating systems during the heating season. Homes with inoperable or
unsafe heating systems will be given emergency priority, and the heating system will be repaired or
replaced as soon as feasible, after which time the space heaters should be returned.
0.0405: Native Americans
[10 CFR 440.16(f)]
The Federally-recognized Native American Tribes within the State of Idaho include the Kootenai,
Coeur d'Alene, Nez Perce, Shoshone-Bannock and the Shoshone-Paiute Tribes. DSPs provide
weatherization services to eligible tribal members living on reservations.
DSPs must ensure weatherization services are provided proportionately to low-income Native Americans
by maintaining a referral system with tribal authorities within their service areas that allows eligible
persons on reservations to be adequately and effectively served.
0.0406: Participant Education
[10 CFR 440.23(e); DOE WAP State Plan V8.4]
Participant education is an important component of the Weatherization Program. Effective energy
conservation involves not only the installation of weatherization materials, it also requires educating
program participants. Everyday living habits greatly influence energy consumption, so it is crucial for the
DSP to educate the participant in changes of lifestyle that may help the household optimize their level of
energy savings.
Each DSP will ensure participants receiving services under the Idaho Weatherization Program are provided
with conservation and home health and safety education materials and one-on-one education pertaining to
client habits, any health or safety concerns found within their home, and information about the
weatherization materials installed.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 8
Chapter 1: Determining Household Eligibility
Policy 1.01: Application Forms
1.0101: Participant Assessment Application
[10 CFR 440.22(a)-(b); DOE WPN *-3]
DSPs are required to certify that a household is eligible on the Participant Assessment Application form,
(hereafter referenced as the Application). For purposes of qualification, prioritization, reporting, and
monitoring, each Application must contain the required demographic information for all household
members, regardless of presumptive eligibility status. Information required on the Application should be
obtained directly from the participant, either in-office or through a home visit, unless verification is
certified by a third party.
All Applications must be signed by the participant or their designee. Applications signed by a designee
require a letter from the participant designating signatory authority and this letter will be retained in the
participant's file. Unsigned Applications will not be processed by the DSP. A DSP’s representative cannot
sign as designee for the participant.
Exception: A signature on the Application is not required when verification is performed through the
presumptive eligibility process. In these cases, the DSP may alternatively have the participant sign a
standalone Privacy Act and Information Release form.
1.0101.01: Recertification
[DOE WPN *-3]
The Application is considered valid for 12 months from the Application Date to the Job Start Date. If the
Job Start Date does not begin within 12 months of application, income eligibility must be re-verified for
the participant to remain eligible for weatherization services.
1.0102: Owner and Renter Agreement
[10 CFR 440.22(b)-(c)]
Prior to completion of an energy audit on any dwelling intended to be weatherized, both the owner and
renter, if applicable, must sign and agree to accept the special conditions outlined in the Owner and
Renter Agreement form (hererafter referenced as the Agreement), without exception. The Agreement is
intended to provide protection for the participant, the DSP and the owner. The Agreement must be kept in
the eligible participant’s file.
Note: See Eligible Multi-Family Units for special provisions on multi-family dwellings.
The benefits of weatherization assistance must accrue primarily to the low-income program participants.
For this reason, owners of participating rental properties must agree that rent on weatherized units will
not be raised due to provision of weatherization measures/efficiency improvements for a period of one
year starting from the Job Completion Date.
Agencies are not required to actively track weatherized dwellings to determine whether the owner has sold
the property or has raised rent on their tenants within one year of weatherization. However, if a DSP
becomes aware of either of these situations, they will pursue avenues afforded by the State of Idaho in
accordance with the Agreement.
Policy 1.02: Utility Documentation
1.0201: Verification of Annual Energy Costs
[10 CFR 440.16(b)(4)-(5)]
The applicant must provide verification of energy vendor and account number for their primary heat
provider and electricity provider, if different, along with 1 year’s energy usage for their current dwelling,
where applicable. This information is necessary for establishing a priority level for the household. See
Prioritization for more details.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 9
Policy 1.03: Income Eligibility
1.0301: Income Calculation Standards
[10 CFR 440.22(a)(3); DOE WPN *-3]
The Idaho Weatherization Program follows the income calculation standards of LIHEAP to determine the
types of income included and the time period(s) assessed in the calculation of Total Household Income to
determine eligibility.
1.0302: Income Guidelines
[10 CFR 440.22(a)-(b); DOE WPN *-3]
To qualify for the Idaho Weatherization Program, the household must meet one of the following
standards:
• Total household income for the prior 30 days is at or below 200% of Federal poverty guidelines as
determined in accordance with criteria established by the Director of the Office of Management and
Budget; or
• The family contain a member who has received cash assistance payments under Title IV or XVI of the
Social Security Act or applicable State or local law at any time during the 12 months preceding the
Application Date; or
• The family has received assistance under the Low-Income Home Energy Assistance Program (LIHEAP)
within the 12 months preceding the Application Date.
1.0303: Verification of Income Eligibility
[10 CFR 440.22(a)-(b); DOE WPN *-3]
Verification of income eligibility must be performed by the DSP and be clearly documented to ensure the
participant is eligible to receive weatherization services. Documentation may include but is not limited to
copies of source documentation or a memorandum or electronic record certified by a third-party stipulating
the income types and amounts for each household member. Means of verification must be documented in
the participant’s file. Regardless of presumptive eligibility status, the income types and amounts for all
household members must be clearly documented in the participant’s file, as this information is critical for
establishing priority.
1.0303.01: Eligibility Certified by LIHEAP
[10 CFR 440.22(a)(3); DOE WPN *-3]
Any household that has received Idaho LIHEAP Heat or Crisis assistance on the Application Date for
weatherization services, or within one year preceding the Application Date, may be deemed presumptively
eligible for the Idaho Weatherization Program by verifying receipt of the assistance through review of the
Statewide client management database.
1.0303.02: Eligibility Certified by HUD
[10 CFR 440.22(b)(4); DOE WPNs 17-4, *-3]
In cases where the dwelling (single family or multi-family) is a HUD assisted property, whether owned and
operated by a public housing agency or a privately-owned multi-family building receiving project-based
assistance, the DSP should review the list of buildings determined by HUD to be eligible for WAP
assistance. Any dwelling deemed eligible by HUD for DOE WAP is presumptively eligible for the Idaho
Weatherization Program.
1.0303.03: Eligibility Certified by Tribal Authorities
[10 CFR 440.16(f); DOE WPN *-3]
Any household residing on a Native American Reservation receiving means-tested benefits from a tribal
authority may be deemed presumptively eligible for the Idaho Weatherization Program when the tribal
authority has provided a memorandum stipulating the income types and amounts for each member of the
household and the income level is within the income guidelines for the program.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 10
1.0303.04: Other Presumptive Eligibility
[10 CFR 440.22(a)(2); DOE WPN *-3]
Households in which at least one member receives SNAP, SSI, or TAFI (Temporary Assistance for Families
in Idaho) benefits are presumptively eligible for LIHEAP services, and by extension, weatherization
services. These households do not need to provide income documentation when it may be obtained by
review of IDHW’s benefit eligibility system.
DSPs are to visually verify information in IBES, including income amount, and participants’ Social Security
umbers and citizenship status.
1.0303.05: Self-Certification
[DOE WPN *-3]
After all other avenues of documenting income eligibility are exhausted, self-certification is allowable.
However, evidence of the various attempts at proving eligibility must be contained in the participant file,
including a notarized statement signed by the potential applicant indicating there is no other means of
verifying the income source.
Exception: Households that are presumptively eligible or determined eligible through multi-family
qualification rules do not need to provide additional documentation for self-certification because they
automatically income qualify for services.
Policy 1.04: Citizenship Verification
1.0401: Verification of Citizenship Status
[DOE WPN *-3]
For More Information see also:
➤ HHS Summary of Immigrant Eligibility Restrictions under Current Law
The status of each household member as either a US citizen, non-citizen US national, qualified alien, or
ineligible alien (whether documented or undocumented) shall be verified. Qualified aliens are eligible to
receive services if they meet all other program requirements.
Ineligible aliens may not be counted toward the household size for the purposes of establishing eligibility,
but they must be documented on the Application and taken into consideration when measures are being
installed that are affected by household size (e.g., water heater sizing, ASHRAE 62.2 compliance, etc.).
The total gross income from all individuals that live in the dwelling, including those for ineligible aliens,
must be counted to establish total household income.
The Idaho Weatherization Program follows the standards of LIHEAP for verifying the citizenship status of
each household member to determine household eligibility.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 11
Chapter 2: Determining Dwelling Eligibility
Policy 2.01: Eligible Dwelling Units
[10 CFR 440.3; 10 CFR 440.22]
EDUs are separate living quarters, such as a house, stationary mobile home, apartment building, group of
rooms, or a single room, that meet all requirements of this chapter. The dwelling must be also occupied
by residents that meet the documentation requirements set forth under Determining Household Eligibility.
2.0101: Substantial Completeness
[DOE WAP State Plan V1.2; 42 USC 8628]
Weatherization funds subgranted by the State of Idaho may not be used for new construction or
uninhabitable structures. The dwelling must be substantially complete, meaning the following integral
parts must exist in sufficiently intact form:
A. A stationary foundation;
B. Flooring;
C. Exterior and interior walls;
D. Fenestrations (windows and door(s));
E. Roofing and;
F. A heating system.
Exception: Where fenestrations and/or a heating system are no longer present, replacements may
installed using non-DOE WAP, non-BPA funds to allow a dwelling to qualify as an EDU.
2.0102: Acquisition/Clearance Status
[10 CFR 440.18(f)(1)]
The dwelling must not be designated for acquisition or clearance by a Federal, State or local program
within 12 months of the scheduled Job Completion Date.
2.0103: Prior Weatherization Status
[10 CFR 440.18(f)(2); DOE WAP Memo 075; DOE WAP State Plan]
If the dwelling is to be weatherized using DOE WAP funds, it must not have been previously weatherized
within 15 years of the new Job Start Date using any federal funds, including DOE WAP, LIHEAP, BPA, HUD,
or USDA, unless:
A. It has been damaged by fire, flood, or an act of nature where the repair of the damage to the
weatherization materials will not be paid for by insurance; or
B. Both of the following apply:
1. The applicant re-applies for and meets the eligibility criteria for assistance and the Energy Audit
takes into account the existing state of the dwelling at the time of audit; and
2. The proposed measures and the total job has an SIR ≥ 1.0 and does not exceed the DOE average
cost per dwelling for the program year.
Exception: This does not preclude using DOE WAP funds to provide assistance and services, other than
weatherization, for dwelling units that have previously been weatherized. Such activities may include the
provision of information and education to assist with energy management and evaluation of the
effectiveness of installed weatherization materials. These activities may be authorized as T&TA or Support
activities, as appropriate.
2.0103.01: Tracking Re-Weatherized Units
All dwellings that are re-weatherized, regardless of funding source, must be recorded as re-weatherized
units and be counted as completed.
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2.0104: Cost Effectiveness
[10 CFR 440.21(d); DOE WPN 19-4; 42 USC 8624(b)(1)(C)]
The dwelling must also meet the following conditions:
A. All ECMs proposed for the dwelling must be determined or deemed to be low-cost or cost-effective.
The following additional prohibitions apply to DOE WAP funds:
B. All ECMs that are not approved as GRMs must have an SIR of ≥1.0.
ExceptionS: Blower door-guided air sealing may have an SIR of <1.0.
C. The dwelling must have a total job package SIR of ≥ 1.0.
2.0105: Eligible Recreational Vehicles
[10 CFR 440.3]
To qualify as an EDU, a recreational vehicle must be stationary, which means the following:
A. It must have served as a permanent, stationary residence for at least 1 year;
B. It must not be motorized for mobility; and
C. It must have a stationary foundation, which should be defined as:
1. Having skirting; and
2. Having piers or a foundation consisting of concrete blocks, metal jacks, or other structural
supports; and
3. Having a frame anchoring device if otherwise unstable to prevent the structure from toppling due
to forces of nature.
2.0106: Eligible Multi-Family Units
[10 CFR 440.22(b); 65 FR 77209 (77216); DOE WAP State Plan V1.2]
Duplex or four-plex multi-family dwellings may be weatherized if 50% of the dwellings in the building are
occupied by eligible tenants. Larger multi-family (5 or more units) or triplex buildings may be weatherized
if 66% of the dwellings in the building are occupied by eligible tenants. Certain types of large multi-family
units with less than 66% of income eligibility may also qualify if at least 50% of the dwellings are occupied
by eligible tenants and approval has been granted by IDHW to verify that significant energy-efficiency
improvement would occur if the building is weatherized.
An application will be completed for all units, income-eligible or not, as demographic information is
necessary to complete DOE reporting and consent must be obtained to authorize weatherization services
on any dwelling unit.
Weatherization services using state-administered funding will be limited to dwelling units and will not
include the common areas of the building. Each dwelling unit weatherized shall be assigned a job number
and each dwelling unit shall be counted as a complete unit.
2.0106.01: Subsidized Multi-Family Rental Dwellings
If the dwelling is a low-income rent subsidized complex, proof of the tenant's income may be obtained
from the Housing Authority and/or property management. If income is verified in this manner, the DSP
must still review the income verification and sign as the verifier.
Note: See Verification of Income Eligibility for additional flexibility when verification is certified by HUD.
2.0106.02: Non-Subsidized Multi-Family Rental Dwellings
The owner or their designee for non-subsidized multi-family rental dwellings must sign an individual copy
of the Owner and Renter Agreement for each dwelling to be weatherized.

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2.0107: Eligible Shelters and Group Homes
[10 CFR 440.22(f); 10 CFR 440.3]
Shelters (including group homes) are dwelling(s) that have a principal purpose to house, on a temporary
basis, individuals who may or may not be related to one another, excluding nursing homes, prisons,
college dormitories, or similar institutional facilities. Occupants of shelters do not need to be income-
verified to receive weatherization services when:
A. The purpose of the shelter is consistent with services to the disadvantaged; and
B. The shelter owner provides verification that it is a 501(c)(3) organization.
For the purpose of determining how many dwelling units exist in the shelter, each 800 ft² of the shelter
may count as a dwelling unit or each floor may be counted as a dwelling unit.
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Chapter 3: Program Administration
Policy 3.01: Participant Records
3.0101: Participant Recordkeeping
[10 CFR 440.23(c); 10 CFR 440.24; 10 CFR 600.21; 10 CFR 600.153; DOE WAP Memo 075]
A participant record for each dwelling served under the Idaho Weatherization Program must be maintained
according to the minimum documentation and timeframe requirements specified in this policy. These
records may be in stored as physical file copies or in electronic format, but they must be secured to
maintain participant confidentiality. Individual records or documents do not need to be stored in the same
location, but the location must be documented in writing.
Exception: In cases where the DSP no longer operates the Weatherization Program, participant files and
all supporting documentation shall be returned to IDHW or its designee.
3.0101.01: Record Requirements for In-Progress and Recently Closed Projects
Projects that are in-progress or that were completed within 3 years of the final date of payment for the
program year end date of any applicable grants utilized on the project must include at least the following
file documentation:
A. A Participant Assessment Application (See Participant Assessment Application);
B. Utility documentation (See Utility Documentation);
C. Income documentation (See Verification of Income Eligibility);
D. Home age verification to determine compliance requirements for EPA RRP and SHPO requirements,
which may be obtained from the county assessor, from other records publicly available, or declared by
the homeowner;
E. A Health and Safety Review Checklist;
F. A Determination of Significance and Effect from the State Historical Preservation Organization (SHPO);
Exception: Not applicable for dwellings less than 45 years old at the time of energy audit or the home
was exempt from review per the DOE Programmatic Agreement.
G. Verification of project cost-effectiveness;
H. A Diagnostics and Combustion Safety Form;
I. Project photographs with timestamps (pre-weatherization and post-weatherization);
J. ASHRAE calculations;
Exception: Not applicable for dwellings where no DOE WAP funding was used and only Deemed
Measures determined to have no substantive effect on building air tightness were installed.
K. An AHRI certificate for ambient heating system and water heater replacements;
Exception: Not applicable for electric resistance ambient heating systems or for many smaller fossil
fuel fired heating systems.
L. Lead Safe Renovation Verification Checklist and supporting photographs;
Exception: Not applicable for dwellings that do not fall under Title IV of the Toxic Substances Control
Act.
M. Material cost sheet;
N. Staff time records;
O. IDAPA 16.05.06 compliance verification;
P. A Quality Control Inspection (QCI) form;
Q. Subcontractor billing/reimbursement documentation, which may include bid solicitation/RFP, bid
summary sheet, required permit inspections (building, mechanical, major electrical), etc.; and
R. A Client Satisfaction Survey.
Exception: Not applicable when a Client Satisfaction Survey has been provided but not returned.
Exception: If any litigation, claim, or audit is started before the expiration of the 3-year period, all of the
above records shall be retained until all litigation, claims or audit findings involving the records have been
resolved and final action taken.
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3.0101.02: Record Requirements for Projects Older than 3 Years but Less than 15 Years
Projects not subject to any litigation, claim, or audit that were completed more than 3 years after the final
date of payment for the program year end date of any applicable grants utilized on the project, but less
than 15 years from the Job Completion Date, must include at least the following file documentation:
A. Job Completion Date;
B. Dwelling address;
C. Funding sources utilized;
D. Total project costs per funding source;
E. Measures completed;
F. Dwelling size; and
G. Total household income amount.
A completed EA5 record in WITS or job record in ECOS is deemed to meet these requirements.
3.0101.03: Record Requirements for Projects Older than 15 Years
Records older than 15 years from the Job Completion Date may be securely destroyed.
Policy 3.02: Measure Selection
3.0201: Allowable Measures
[10 CFR 440.18]
See Eligible Dwelling Units and Allowable Expenditures.
3.0202: Measure Skipping
[10 CFR 440.21(e); DOE WPN 19-4]
Energy audit procedures must assign priorities among individual weatherization measures in descending
order of cost effectiveness by using interactive procedures to determine the most cost-effective measures
and to prioritize them by SIR.
Once approved, all prioritized weatherization measures modeled in the audit that meet the SIR
requirement must be installed in the dwelling unit. Deviating from the audit-prioritized list of modeled
measures conflicts with DOE rules. Measure skipping, which means not installing, in order of decreasing
SIR, the cost-justified ECMs and related IRMs included in the work scope produced by the energy audit
tool, is strictly prohibited except under the following circumstances:
A. Funding limitations: If all funds available to be spent on the job will not cover the entire work scope,
then measures may be removed from the work order starting with the lowest SIR measure and
working up the list from there. The work order must remain overall cost-effective or the job must be
deferred. Necessary Health and Safety (H&S) measures may NOT be removed from the work order;
however, ECMs can be removed.
B. Client refusal prior to work beginning: Client education is important to inform a client of planned
measures and material use. Resistance from a client to install any measures planned as a result of an
energy audit should be addressed with either additional education and/or re-running the energy audit
with a different, but acceptable, material to determine if the substitute material is cost effective. If no
cost-effective option for the material can be identified, the auditor should again explain and discuss the
situation with the building owner or occupant. If the building owner or occupant still declines a
measure that is not a major measure, the energy auditor must include in the participant file a
comprehensive justification, including documentation that supports the decision to skip the measure,
but all other weatherization measures will be installed. If comprehensive justification cannot be
provided for the building owner/occupant’s decision to decline a measure, or the measure is defined as
a “major measure,” the situation must be fully documented and the job deferred due to the refusal.
C. Client refusal after a job has begun: Due to scheduling, measures are sometimes installed with a lower
priority first. If during the installation process, the client declines a higher priority measure, work must
stop at the time the client declined the higher priority measure. No further installation is allowed, and
the job must be inspected and closed as a completed unit. This should be clearly explained in the
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participant file documentation. Include a statement for client signature stating the client is aware and
accepts all WAP rules, including the specific services and measures determined by an energy audit.
Skipping the installation of major measures, except in the rare, unavoidable situation outlined in provision
C above, is strictly prohibited. A major measure is defined as a high priority measure, which if skipped,
would result in “partial” weatherization of a unit, such as air sealing, sealing of ducts outside the thermal
boundary, attic insulation, wall insulation and floor or belly insulation.
Exceptions: Skipping the installation of GRMs for any documented reason is permitted, as GRMs are not
SIR-justified. Additionally, skipping measures is permitted on projects being completed using no DOE WAP
funds where a Deemed Measures list was used as an alternative to completing a full energy audit.
Policy 3.03: Client Deferrals and Disputes
3.0301: Deferral Policy
[DOE WPNs 17-7, 19-5]
Many problems encountered in low-income housing are beyond the scope of the Weatherization Assistance
Program and may require a temporary deferral of weatherization services until the issues are resolved.
DSPs are responsible to provide written notification to the occupant regarding any identified hazards and
the standard for correction on the Health and Safety Review Checklist. Correction of hazards must be
verified by the DSP prior to re-scheduling weatherization activities on the dwelling.
3.0301.01: Deferral Conditions
If, in the judgement of DSP staff, the following conditions are present in a dwelling, they should result in a
deferral of services until the conditions are improved and/or corrected:
A. An occupant has known health conditions that prohibit the installation of insulation and other
weatherization materials.
B. An occupant is uncooperative, abusive, or threatening to DSP staff, subcontractors, or others who
must work on or visit the dwelling.
C. The dwelling structure or any of its mechanical systems, including electrical and plumbing, are in
serious disrepair, the conditions cannot be resolved in a cost-effective manner by the DSP, and if
unaddressed would either prevent cost-effective weatherization from being performed, or would
endanger the installers or occupant(s) if weatherization activities were performed.
DSPs are expected to actively pursue all alternative options on behalf of the occupant(s), including
referrals to additional support services and use of sound judgment in dealing with difficult situations.
DSPs performing weatherization activities which may aggravate existing unsafe conditions involving lead
paint, asbestos, radon, VOCs, or other hazardous substances should determine whether to proceed with
work based on the following factors:
A. Does the DSP have the necessary training, equipment to allow work to proceed?
B. Does the condition of the dwelling and/or the hazardous substances to be encountered during the
weatherization process pose a threat to the health and safety of the participants or to the workers
themselves?
C. To what extent will the specific energy efficiency measures to be installed disturb or aggravate
conditions within the home?
D. Will the cost of doing work safely represent a large portion of the total cost and exceed the allowable
H&S job cost limitations?
Based on consideration of these factors, DSPs should determine whether to:
A. Proceed with all the weatherization work following safe work practices; or
B. Do some of the weatherization tasks and defer others for a reasonable period; or
C. Defer all the weatherization work until unsafe conditions are corrected.
Limited weatherization activities may be conducted which do not affect or aggravate conditions related to
hazardous substances, but which provide energy efficiency benefits to participant households.
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Exception: See Measure Skipping.
3.0301.02: Lead-Based Deferral Policy
Idaho's DSPs will follow the lead-based paint "deferral policy" to determine when it is prudent to defer
certain weatherization work in homes that have either tested positive or are assumed to have lead-based
painted surfaces.
First, the DSP should assess the following factors:
A. Is the DSP prepared to work with lead-based paint? Have workers received training in LSW work
practices? Is the necessary equipment, such as HEPA vacuum cleaners, available? Does the DSP's
liability insurance cover work with lead-based paint?;
B. What is the condition of the painted surfaces in the house that might be specifically disturbed in the
course of an allowable weatherization measure? Are they seriously deteriorated?;
C. What is the extent to which the specific energy efficiency measures determined by the audit will
disturb painted surfaces? Will the disturbance likely generate dust in excess of OSHA minimums?; and
D. Will the cost of doing LSW work represent a large portion of the total cost, such as to exceed the
amount allowed by the State's H&S Plan? This could be the case if large amounts of lead-based paint
surfaces will be disturbed.
Second, the DSP should determine, based on consideration of the above factors, whether to:
A. Proceed with all the weatherization work, following LSW work practices; or
B. Do some of the weatherization tasks, defer others; or
C. Defer all the weatherization work.
Deferral would mean postponing the work either until the DSP is prepared to work with lead-based paint,
or until another funding source has been identified that can finance corrections to the affected lead based
paint area so that weatherization can be safely performed.
In cases where extensive LSW would be necessary, agencies are encouraged to arrange with other
organizations, which are funded to do lead-based paint hazard control, to perform some of the more costly
activities, such as risk assessment or clearance testing.
In areas where there are no organizations performing such work, DSPs may choose to develop their
capabilities (purchase of equipment and advanced training for DSP crews) for lead-based paint hazard
control work, but they may not use DOE WAP funds for this purpose. In such a home, regular
weatherization work that does not disturb painted surfaces can be done.
Exception: See Measure Skipping.
3.0302: Excessive Services
[10 CFR 440.22(b)(3)]
No undue or excessive enhancements may occur to the value of the dwelling due to services provided
through the Idaho Weatherization Program. To ensure this, DSPs may limit the number of rental dwellings
owned by a single landlord (owner) that are scheduled for completion during the current funding period.
Based on documented evidence, a DSP may determine that a landlord is taking advantage of the Idaho
Weatherization Program by moving tenants (renters) around to get all units weatherized and in order to
increase the value of the rental dwelling. When this is determined, the DSP may notify the property owner
or his/her representative in writing that the maximum rentals allowed within a current program per owner
is 3 single family or duplex rentals or 2 multi-family rental dwellings of three or more.
3.0303: Dispute Resolution
[10 CFR 440.22(e)]
When the participant and/or property owner (called the appellant in this section) has a disagreement
regarding the Idaho Weatherization Program, a Fair Hearing Request form may be filed with the IDHW
Legal Office. Prior to the filing of a Fair Hearing Request, the DSP will make every effort through informal
discussions and/or meetings to resolve the issue(s).
When the matter cannot be resolved by the DSP, IDHW's Fair Hearing Request form will be provided to
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the appellant, with the filing timeline highlighted. The time limit to file an appeal is as follows:
• Denial, Disagreement or Discrimination of Services: 30 days from date of service.
• Owner/Renter: 90 days from the Final Inspection Date.
The appellant will be informed that he/she must provide written notification to IDHW's Hearing Officer if
there is a decision to withdraw the request for hearing.
Upon receipt of Fair Hearing Request form, IDHW's Hearing Officer will acknowledge receipt of the form
and schedule a formal hearing. A copy of the Hearing Officer's decision will be provided to the appellant
and to the DSP, who will retain a copy of the decision in the participant’s file.
3.0304: Criminal History Background Checks
[IDAPA 16.05.06]
It is a requirement of all IDHW contractors and their subcontractors to have cleared a criminal history and
background check, IDAPA 16.05.06, if they have access to children or vulnerable adults as defined in
Section 39-5302(10) Idaho Code. The method required by the Weatherization contract is that a DSP use a
contractor with a cleared criminal history background check in all circumstances.
If a DSP’s contractor has applied for but not successfully completed a criminal history background check, a
DSP may use that contractor provided that a criminal history background check is completed in the
timeframe required by IDAPA 16.05.06.
If there are no contractors available with staff who have applied for or obtained a cleared background
check, and the DSP has documented evidence that they have attempted to find such a contractor, DSPs
may have a DSP employee with a cleared background check accompany that contractor on the
participant’s premesis. The DSP may not use a contractor in this manner regularly and must show that
they are attempting to recruit contractors who will apply for and receive a cleared background check.
A DSP may not use a contractor’s employee who has completed a criminal history background check and
was disqualified.
There are no guarantees that because a household does not report children or vulnerable adults as
members of the household, weatherization staff and contractors will not encounter such individuals while
conducting weatherization services. Consequently, all weatherization technical staff and contractors are
expected to have a cleared background check regardless of the stated household composition.
Policy 3.04: Lead Safe Weatherization
3.0401: Following EPA’s LRRP Rule
[DOE WPN 17-7; 40 CFR 745, Subpart E; DOE WAP H&S Plan]
For More Information see also:
➤ EPA Lead Renovation, Repair and Painting Program Rules
The DSPs shall follow the guidance set forth in Idaho’s WAP H&S Plan for LRRP under Lead Based Paint
heading within the Table of Health & Safety Issues.
Chapters 4-7 [Reserved]
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Chapter 8: Training, Technical Assistance, and Certification
Policy 8.01: Technical Staff
For More Information see also:
➤ BPI: Already Certified: Now What?
8.0101: Energy Auditors
8.0101.1: Energy Auditor Training
DSPs will ensure that employee candidates with job experience and/or education have access to receive
training and technical assistance required to seek certification. The program will provide on the job
training to current employees of the Idaho Weatherization Program who meet the minimum eligibility
requirements.
Training considered preparation to seeking auditor certification can include the following:
A. On the job on-site instruction on energy audit procedures;
B. Analysis of a variety of dwelling types, including site built, multi-family and mobile home construction;
C. Hands-on experience in completion of the Job Order Sheet, diagnostic testing form and all other
required documentation related to documentation of the performance of an energy audit;
D. Experience in the operation of the current version of the Energy Audit application;
E. Experience in the use of and reference to the Idaho Weatherization Operations Manuals;
F. Hands-on experience in required diagnostic testing; and
G. Attendance at State, regional and national training sessions and conferences.
8.0101.2: Energy Auditor Certification
Energy audits must be performed or directly supervised by BPI-certified individuals possessing BA, EA,
and/or QCI certification.
8.0101.3: Energy Auditor Continuing Education and Recertification
All certified staff members performing energy audits must meet BPI requirements for continuing education
and follow the re-certification process and procedures in order to retain their certification.
Visit BPI’s Already Certified: Now What? page for a listing of available continuing education resources.
8.0102: Quality Control Inspectors
8.0202.1: Quality Control Inspector Training
DSPs will ensure that employee candidates with job experience and/or education have access to receive
T&TA required to seek QCI certification. The program will provide on the job training to current employees
of the Idaho Weatherization Program who meet the minimum eligibility requirements.
8.0202.2: Quality Control Inspector Certification
All final inspection signoffs must be performed by certified QCIs. Any candidate seeking QCI certification
must first receive BPI EA certification, before they are eligible to seek QCI certification.
8.0202.3: Quality Control Inspector Continuing Education and Recertification
All certified QCIs must meet BPI requirements for continuing education and follow the re-certification
process and procedures in order to retain their certification.
Visit BPI’s Already Certified: Now What? page for a listing of available continuing education resources.
Policy 8.02: Training and Technical Assistance Plan
8.0201: Statewide Training and Technical Assistance Provision
[DOE WAP State Plan; DOE WAP H&S Plan]
CAPAI is the primary coordinator for T&TA in Idaho. The objective of T&TA funding is to provide resources
designed to improve the quality of weatherization services delivered to low-income households. The types
of assistance that will be provided include technical and management training opportunities.
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8.0201.1: Training Assessment
T&TA needs are noted and discussed during annual DSP on-site monitoring visits, based on the desk
review and on-site review. Any T&TA that can be provided during annual monitoring visits will leverage
the expertise of IDHW’s QCI contractor. Feedback from monitoring and assessment visits guides the
technical assistance to be provided, but not be limited to, new agencies/community partners located
within the boundaries of the State of Idaho.
8.0201.2: Training Priority Development
Idaho assesses DSP’s productivity on a monthly basis; all DSPs consistently meet or exceed contractual
unit completion estimates. Idaho has developed a web-based energy audit tool that will allow assessment
of energy savings outside of the historical on-site monitoring period. Any anomalies noted in energy audits
will allow for additional individualized training in both the energy audit tool and in providing holistic
weatherization services to program participants.
The current priorities for training are as follows:
A. Twice per year - quality assurance reviews of participant files;
B. Annual review of trends observed during annual on-site monitoring;
C. Discussion of trends with Weatherization Manager and network to share best practices and ensure
standards and program guidance are implemented consistently throughout Idaho; and
D. Use of redacted photos to demonstrate on-site observations of measure installation challenges and
best practices.
CAPAI will also coordinate training and technical assistance events at least once per year and on an
individual DSP basis, as deemed necessary based on monitoring results and/or at the DSP’s request.
8.0201.3: Employee H&S Training
See the DOE WAP H&S Plan for more details about employee H&S training requirements.

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Chapter 9: Fiscal Policies
Policy 9.01: Financial Records
9.0101: Financial Recordkeeping
The DSP shall maintain all financial records and documents relevant to weatherization for three years from
the date of final payment for the applicable subgrant(s). IDHW and its designees shall have full access to
and the right to inspect, review, and audit any of these materials during the retention period. If an audit,
litigation or other action involving records is initiated before the three year period has expired, the records
must be retained until all issues arising out of such action are resolved, or until an additional three year
period has passed, whichever is later.
Policy 9.02: Weatherization Expenditures
9.0201: Billing Procedures
[10 CFR 440.24]
A financial report form is to be used by the DSP to report cost expenditures and request payment
reimbursement. Financial reports are prepared by the Financial Officer, approved by the Financial Director
and the Executive Director or their designee and submitted to IDHW. Payments will be issued on the basis
of the current reported expenditures. IDHW or its designee reserves the right to request supporting
documentation of expenditures reported on the financial report.
Any financial report forms which include vehicle purchases or expenditures for equipment exceeding
$5,000 will include completed and signed SF-428A and asset certification forms. IDHW will also provide
the vehicle/equipment purchase approval date for financial report forms which request reimbursement for
vehicle and/or equipment purchases which exceed $5,000.
9.0202: Purchasing
All procurement of goods, materials and services must be conducted in a manner to provide open and free
competition. DSPs are encouraged to participate in the Central Bidding Program for purchase of goods and
materials to obtain the lowest price. DSPs that do not participate in the Central Bidding Program must
establish written bidding procedures that provide for open competition, availability, cost and technical
performance.
Bidding procedures must be followed when the aggregate purchase price for like items meets or exceeds
the bidding threshold limits within a contract period. Aggregate purchase price is total price of like items,
not the total price of all items included on a single purchase order. DSPs are encouraged to purchase like
items through as few purchase orders as reasonably possible during the contract period. A reasonable
quantity of purchases should also be based upon historical purchases, warehouse space, and other
pertinent criteria. DSPs must follow the purchasing requirements set forth in the current weatherization
contract.
Exception: In emergency situations the three bid requirement, if applicable, is waived.
9.0203: Allowable Expenditures
[10 CFR 440.18]
Allowable expenditures for the Idaho Weatherization Program are restricted to the following:
9.0203.1: ECMs
[DOE WPNs 19-4, 19-5]
The cost of ECMs installed as part of the Idaho Weatherization Program is an allowable expenditure when
they meet the requirements set forth in the IWOMs-P and -T. They must be charged to the ECM budget
category effective April 1st 2021 for DOE WAP, and October 1st 2021 for other IDHW-administered
weatherization grants.
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9.0203.2: IRMs
[10 CFR 440.18(d)(9); DOE WPN 19-5; DOE WAP H&S Plan]
The cost of IRMs installed as part of the Idaho Weatherization Program is an allowable expenditure,
though they must be authorized and performed as set forth in the DOE WAP H&S Plan and the IWOMs-P
and -T. IRMs must be charged to the IRM budget category effective April 1st 2021 for DOE WAP, and
October 1st 2021 for other IDHW-administered weatherization grants.
9.0203.3: H&S
[10 CFR 440.18(d)(15); DOE WPN 17-7; DOE WAP H&S Plan]
The cost of H&S installed as part of the Idaho Weatherization Program is an allowable expenditure, though
they must be authorized and performed as set forth in the DOE WAP H&S Plan and the IWOMs-P and -T.
H&S activities must be charged to the H&S budget category effective April 1st 2021 for DOE WAP, and
October 1st 2021 for other IDHW-administered weatherization grants. The budgetary limits for H&S
activities are limited as set forth in the DOE WAP State Plan.
9.0203.4: Support – Other
[10 CFR 440.18(d)(3)-(8), (13)]
The costs of the weatherization support activities listed below are allowable expenditures and may be
charged to the Support – Other budget category:
• Transportation of weatherization materials, tools, equipment, and work crews to a storage site and to
the site of weatherization work;
• Maintenance, operation, and insurance of vehicles used to transport weatherization materials;
• Maintenance of tools and equipment;
• The cost of purchasing vehicles (See Vehicle Purchase for more details)
• Employment of on-site supervisory personnel;
• Storage of weatherization materials, tools, and equipment;
• Personnel costs for staff not directly working on the completion of a dwelling including inventory
clerks, office managers and record clerks.
• Personnel training costs if T&TA funding has been exhausted;
• Weatherization program management time not directly related to a particular project; and/or
• Costs related to determining applicant eligibility.
9.0203.5: T&TA Cost
[10 CFR 440.23(e)]
The costs associated with the provision of T&TA to weatherization staff and participants is an allowable
expenditure. Such costs may include the costs associate with sending weatherization staff to State,
regional, and national conferences and training workshops intended to enhance employee knowledge and
work performance. The following costs will be charged to the contract T&TA budget category:
A. Costs of staff registration, transportation, lodging, meals and other associated costs for approved
conferences, workshops, quarterly meetings or other approved training activities.
B. Employee time spent attending approved training activities may be charged to this category.
Timesheets should reflect the deviation from production time and record the actual hours that
production staff spent in training activities.
C. Participant energy education activities.
D. Employee time spent providing assistance to other DSPs.
9.0203.6: Administrative Cost
[10 CFR 440.18(d)(13); DOE WAP State Plan]
Administrative costs within the budgetary limits set by subgrant agreement are allowable expenditures.
A DSP having an approved indirect rate shall charge administrative costs as indirect. A copy of the current
DSP’s Federally approved Indirect Rate Plan shall be provided to IDHW or its designee.

Idaho Weatherization Operations Manual of Programmatic Policies
Page 23
For DSPs without an approved indirect rate, direct administrative costs relating to weatherization program
activities/goals include the following:
• Salaries and wages for administrative personnel, including weatherization program management;
• Advertising for personnel or program promotion; and/or
• Travel relating to program activities/goals;
• Financial payment and reporting process; and/or
• Banking handling/service fees and associated costs;
• Office equipment, supplies, postage, printing;
• Utilities, telephone, space;
• Depreciation or use fee for equipment or buildings purchased with non-Federal and non-State funds;
• Legal fees; and/or
• Computer equipment.
9.0203.7: Materials
[10 CFR 440.18(d)(1); 10 CFR 440.21; DOE WPN 19-4]
The cost of materials installed as part of the Idaho Weatherization Program is an allowable expenditure.
Any material installed must be performed as part of and charged to the ECM, IRM, or H&S budget
category, or when used for training purposes, charged to the T&TA budget category.
Only weatherization materials that meet or exceed standards prescribed in Appendix A of 10 CFR Part 440,
or that have been specifically authorized by DOE through the special approval process, may be purchased
or installed with Idaho Weatherization funds unless specifically authorized with non-DOE funds on a
deemed measures list. Materials installed as GRMs, AIs, IRMs, or H&S are not considered “weatherization
materials” and thus are not subject to this standard.
9.0203.8: Labor
[10 CFR 440.18(d)(2), 10 CFR 440.19]
The cost of labor performed as part of the Idaho Weatherization Program is an allowable expenditure.
Labor must be performed as part of and charged to the ECM, IRM, or H&S budget category, or when
appropriate, charged to the Support, T&TA or Administration budget category.
To provide the most cost-effective program, DSPs structure their program as appropriate using employee
and contract labor. DSPs are also encouraged to secure volunteers, training participants and public service
employment workers pursuant to Job Training Partnership Act of 1982 for crew labor and contract labor,
particularly from nonprofit organizations or businesses owned by disadvantaged individuals.
9.0203.9: Liability Insurance
[10 CFR 440.18(d)(10)]
The cost of liability insurance is an allowable expenditure and may be charged to the Liability Insurance
budget category.
Liability insurance for weatherization projects for personal injury and property damage is required. Full
coverage in the amounts identified in the weatherization subgrant must be in force for the duration of the
subgrant period. Liability insurance is not included in the computation of the cost of weatherized
dwellings. Bids for liability insurance coverage must be solicited and selection must be based upon the
lowest annual cost for comparable insurance coverage.
No other DSP insurance costs (i.e., automobile, premise liability, bonding or workers compensation) are
charged to the Liability Insurance budget category.
9.0203.10: Financial Audit
[10 CFR 440.18(d)(12); 10 CFR 440.23(d)]
The costs associated with financial auditing are allowable expenditures and may be charged to Financial
Audit category. Financial audit costs will be reviewed and approved on the subgrant budget summary each
program year.

Idaho Weatherization Operations Manual of Programmatic Policies
Page 24
DSPs will charge only the percentage that the weatherization program budget represents to their total
funding budget, not to exceed $5,000. Excess costs charged to the weatherization financial audit budget
category will be disallowed.
When the cost of the financial audit has been included in the DSP’s approved indirect rate, the financial
audit cost category is not allowed and any funds budgeted for financial audit costs will be included in the
production budget categories.
9.0202.11: Leveraging
[10 CFR 440.18(d)(14), 10 CFR 440.14(6)(xiv); DOE WAP State Plan]
The costs associated with leveraging activities that increase the amount of weatherization funding
obtained from private and other non-Federal sources and the expected leveraging effect to be
accomplished. The budgetary limits for leveraging activities are limited as set forth by subgrant
agreement.
9.0204: Subcontractors
DSPs engaged in awarding and administrating sub-grants using weatherization program funds will have a
written procedure to ensure open and free competition while ensuring quality delivery of goods and
services. The DSP’s financial office will be responsible for ensuring that the DSP procurement standards
are complied with when initiating a contract for services. Prior to any payment for services being issued,
the Weatherization Program Manager or their designee will verify services are provided in a satisfactory
manner and the subcontractor has complied with all terms of the contract.
9.0205: ACPU
[10 CFR 440.18(b); DOE WPN *-1; DOE WAP State Plan]
Each DSP will maintain an annually adjusted ACPU as stated in the DOE WAP State Plan.
The year-to-date ACPU will be monitored monthly and DSPs will be asked to provide a corrective action
plan if their year-to-date ACPU exceeds the cap allowed by DOE for the program year. At the close of the
annual subgrant, all costs per dwelling in excess of the DOE allowed average will be refunded to IDHW.
The ACPU for PY21 is $7,776.
Note: LPW and BPA funding sources do not have an ACPU requirement.
9.0206: Capital Outlay
Prior to the purchase of capital outlay equipment (i.e. computer system and hardware, vehicles and
equipment with acquisition costs in excess of $5,000), the DSP’s Financial Officer must ascertain that the
funds are available in the budget, the item is consistent with program goals, and authorization has been
obtained from IDHW or its designee. Authorization to purchase capital outlay items will be negotiated on
the budget summary prior to or during the program contract period when DOE funds are to be used for
the purchase. Any capital outlay purchases must be included in the DOE WAP State Plan and final approval
for the purchase will be obtained from DOE. All capital outlay purchases with a cost at or greater than
$5,000, with 2 years of life expectancy, must be approved by IDHW or its designee, prior to purchase.
9.0207: Vehicle Purchase
All vehicles purchased with DOE funds must be approved by IDHW and the DOE regional office. The DSP
will submit correspondence for “request approval to purchase” to IDHW or its designee with a detailed
description of the vehicle, a copy of the bid solicitation letter and copies of the submitted bids. Upon
receipt of the request, IDHW will submit a formal approval request to DOE. DSPs are encouraged to plan
vehicle purchases prior to annual submission to the DOE WAP State Plan (normally in January) in order to
obtain DOE approval in a timely and efficient manner.
The process to request approval of vehicle purchase with WAP funding is as follows:
A. The DSP submits to IDHW or its designee 3 or more responsible bids and include reasoning for
purchase, funding source to be used, year, make, model and VIN number of the vehicle being
requested for purchase.
B. IDHW or its designee completes SF-428A form and Asset Certification form.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 25
C. IDHW or its designee advises the DSP of the decision made by IDHW and DOE.
D. The DSP purchases the vehicle and advises IDHW when the expense is submitted for reimbursement
and updates purchase information (make, model and/or VIN number), if necessary.
The DSP shall retain ownership and titles of all vehicles purchased with weatherization contract funds.
When the vehicles are no longer required by the weatherization program, the DSP shall follow approved
disposal procedure as described in the “Surplus Equipment and Material Disposal” section. Any funds
recovered from the disposal shall be tracked by the DSP’s Financial Officer and returned to the funding
source from which the purchase was made. The DSP will comply with the following:
A. Maintain liability insurance on each vehicle while in DSP’s possession;
B. Maintain each vehicle in the condition received, except for normal wear and tear, and maintain the
vehicle in accordance with the manufacturer's recommended maintenance schedule;
C. Not permitting any encumbrances or liens to be placed upon, or assign property rights over to any
entity other than a DSP designated by IDHW or its designee;
D. License and register each vehicle in accordance with the law and pay all costs associated therein; and
E. In the event of damage to a vehicle, make diligent efforts to recover from the DSP's insurance
company, or any other third party that may be liable, and to apply any recovery toward repair or
replacement, if necessary.
Policy 9.03: Property Owner Investments
9.0301: Receiving a Property Owner Investment
[10 CFR 440.22(c)]
Owner investment is a voluntary contribution by the owner of a dwelling through the provision of direct
cash investment or through indirect investment.
The DSPs are encouraged to request a voluntary investment of up to 20% of the estimated job cost from
the building owner by completing the Owner Investment Form. If the owner agrees to provide an
investment, the DSP will document the receipt of the investment in the DSP’s WAP reporting database,
which will adjust the participant’s priority level accordingly. The DSP will not refuse to weatherize the
dwelling on account of an owner declining to make an investment.
9.0302: Property Owner Investment Disbursing and Recording
[10 CFR 440.22(d)]
9.0302.01: Direct Cash Investments:
Cash received is considered a direct investment and will be treated as leveraged funds. It will be applied
to materials, labor, or support proportionate to the allocation of expenses associated with weatherizing the
owner’s building and will be recorded according to the following procedures:
A. All funds provided to the DSP by the property owners to pay for improvements will be placed in a
restricted interest-bearing ledger account established solely for this purpose (Owner Investment
Account). No funds other than direct cash investments will be placed in this ledger account. Receipt of
the cash will be recorded on the Owner Investment Form and a copy given to the property owner.
B. Principle amounts deposited in the Owner Investment Account will not be removed until work is
submitted as completed. Amendments to the original scope of the work must be documented.
C. Any direct cash investment in excess of the total cost of the weatherization work will be refunded to
the property owner.
Interest earned on the principle in the Owner Investment Account will remain in the account until the
close of the program year. The total interest amount will be retained by the DSP and used no later than
the end of the subsequent program year to offset the total allowable expenses under the current subgrant.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 26
9.0302.02: Indirect Investments:
Indirect investments include the following type of investments and are considered acceptable property
owner investments:
A. Energy conservation measures paid for and installed by the property owner or his agent in accordance
with DOE Weatherization Assistance Program standards.
B. Health and safety measures designed to protect the health, safety, and security of the eligible
participants, as outlined in the Idaho Weatherization Operations Manual and the Health and Safety
Program.
C. Incidental repairs necessary for the effective performance or preservation of weatherization materials.
Indirect investments will be considered leveraged funds the same as direct investments. To support
property owner indirect investments, copies of receipts for labor and material costs will be included in the
participant file. Indirect investments will be tracked by the DSP and reported to IDHW or its designee as
leveraged funds.
Policy 9.04: Financial Records
9.0401: Financial Recordkeeping
[2 CFR 200; 10 CFR 600]
DSPs are required to protect and account for all assets obtained with weatherization program contract
funds. The procurement, inventory control, and property management procedures must be in writing and
meet all Federal and State regulations.
The DSP will designate responsibility for purchasing and maintaining records on all property, equipment,
and non-expendable supplies purchased with weatherization program funds received from IDHW. The 10
CFR 600 and 2 CFR 200 Procurement regulations must be followed in all property management.
9.0402: Property and Equipment Records
DSP property management procedures must be in writing and will be monitored for compliance. A record
of all property and equipment with a purchase price of $5,000 or more or, with usage period exceeding
one year must be accurately maintained and shall include the following:
A. A full description of the equipment;
B. Manufacturer's serial number, model number, Federal stock number, national stock number or the
identification number;
C. Source of funds used to purchase the property including contract number;
D. Where the title is located and who holds the title;
E. Acquisition date and cost, including all taxes, freight charges, and other fees;
F. Percentage of Federal participation in the cost of the program for which the property was purchased
(i.e. weatherization - Federal participation is 100%);
G. Unit acquisition cost;
H. Location, use and condition of the property and the date information was recorded;
I. Disposition data, including date of disposal, method used to determine fair market value, and, if sold,
sales price. If the Federal Government is compensated for the sale, the method used for determining
the fair market value is required. Records shall be retained for 3 years after final disposition.
Annually, a physical inventory of program property must be performed, and the inventory records
documented with all property purchased with weatherization program grant and non-Federal funds. A
quality control system must be implemented at each DSP to ensure adequate safeguards are in place to
prevent loss, damage or theft of property. DSP must maintain adequate recovery insurance on the
property. Equipment and vehicles purchased with weatherization contract funds shall be identified as
property of the State or its designee.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 27
9.0403: Small Tool Records
Small hand tools shall refer to small tools used in the weatherization program whose acquisition price is
more than $500 with an expected life of more than 2 years. DSPs shall establish a control system to
ensure maintenance and adequate safeguards to prevent loss, damage or theft. An inventory record shall
be maintained and include the following information:
A. Description of tool;
B. Who the tool is checked out to;
C. Condition of tool; and
D. Inventory dates.
A physical inventory of all small tools shall be completed annually and/or as weatherization personnel
changes. Any loss, damage, or theft shall be investigated and fully documented identifying procedures
taken for recovery. Documentation will be reviewed during the annual program monitoring. Adequate
maintenance procedures shall be implemented to ensure small hand tools are in good working condition
and in compliance with OSHA standards.
9.0404: Material Storage
Materials assigned from the warehouse or storage inventory must be accounted for, without exception, on
the web-based data tracking system and must be traceable to completed weatherized dwellings. Under
the direction of the DSP’s Financial Officer, the Weatherization Program Manager is responsible for the
assignment of program personnel who have access to stored inventory materials. Materials must be
maintained in a safe and secured location which prohibits opportunity for fire, damage, theft, or loss.
The DSP’s Program Manager under the direction of the Financial Officer is responsible for implementing an
inventory check-in and check-out procedure to ensure inventory access accountability. Through the
utilization of the inventory check-in and check-out records, web-based data tracking system will be
updated with the job number where the materials were assigned and their dollar value. Web-based data
tracking system records must be reconcilable with the Job Order Sheet material costs according to the
final inspection.
Only assigned DSP personnel will be permitted access to the material inventory. Persons receiving
materials from the inventory must sign to check-out materials from inventory and will be responsible for
checking-in unused materials to the inventory storage area.
9.0405: Material Inventory Control
All materials (standard and specialty items) stored in a warehouse for more than 1 day are considered
assets of the DSP and are under the responsibility of the Financial Officer. The security and accountability
for these assets will be charged to the Financial Officer.
The Financial Officer will develop an inventory recording system, which ensures all materials purchased
with weatherization funds can be accounted for at all times. The Financial Officer will be responsible for
assuring that the system is being utilized accurately.
9.0406: Physical Inventory
At least twice annually, the Financial Officer or their designee must take a physical inventory count of all
materials on hand in the warehouse and reconcile the actual count to web-based data tracking system.
Inventory materials check-in/outs should be reconciled to the Job Order Sheets and the final energy
audit/inspection for completed dwellings. Web-based data tracking system reconciliation printout records
must reflect the dates of the reconciliation and indicate less than a 2% variance. The DSP must maintain
the reconciliation printout records for Federal or State review.
When the variance exceeds the 2% maximum, the Financial Officer or their designee will ensure
mathematical errors have not occurred and check-in and check-out procedures have been followed and
develop a plan of action to address the variance for immediate implementation.

Idaho Weatherization Operations Manual of Programmatic Policies
Page 28
Policy 9.05: Property Disposal
9.0501: Surplus Equipment and Material
[2 CFR 200.312; 2 CFR 200.313; 45 CFR 75.320]
Surplus equipment and material has a limited economic or useful life and the storage, maintenance,
transportation and other costs associated with maintaining surplus equipment and material may exceed
the inventory value or fair market value. When the recipient no longer needs the equipment, the
equipment may be used for other activities in accordance with the following standards:
A. For equipment with a current per unit fair market value of five thousand dollars ($5,000) or more, the
recipient may retain the equipment for other uses provided that compensation is made to IDHW or the
appropriate program if required.
B. The amount of compensation shall be computed by applying the percentage of Federal funding
participation in the cost of the original project or program to the current fair market value of the
equipment.
If equipment or material is worn out, unsafe, beyond repair or damaged, it will be disposed of
immediately. Surplus equipment and material with any historical significance should be noted and
reported to SHPO.
In disposal of the surplus equipment and materials, IDHW expects DSPs to maximize the value benefit to
the low-income participants. DSPs will establish proper sales procedures to provide for fair and open
competition which will result in the highest return on the disposed property. IDHW or its designee must
also approve any property considered for sale prior to its disposal.
Annually, or as needed, the DSP will submit to IDHW a written request for disposal and will send copies of
the surplus equipment and material declaration to each DSP’s weatherization program to give them an
opportunity to acquire the surplus equipment and materials. This information will also be retained to
support the transaction for auditing purposes. Depending upon the fair market value, the surplus
equipment and material will be disposed of as follows:
Surplus equipment and material with an estimated fair market value of five thousand dollars ($5,000) or
less does not require prior approval and should be disposed of as follows:
A. Sell or give the surplus equipment and material to another DSP’s weatherization program without
public advertisement or receipt of competitive bid; or
B. Donate the surplus equipment to a 501(c)(3).
Surplus equipment and materials individually or cumulatively valued in excess of five thousand dollars
($5,000) require prior approval and shall be disposed of in accordance with Idaho Code 67-5732A as
follows:
A. Sell the surplus equipment and material at a regularly held public auction conducted by a licensed
auctioneer; or
B. Sell the surplus equipment and materials after receipt of sealed bids to the highest bidder after 30
days’ notice of such sale, publishing the time and place and any sale conditions in a newspaper in the
county where equipment and materials are to be sold.
All sales or disposal of equipment should include the following documentation:
A. Identification of the equipment;
B. Date of purchase, the purchase price, and the funds used to make the purchase;
C. Any appreciation that was taken on the equipment;
D. Date of sale, the sale price, and the name of the buyer to whom the equipment was sold;
E. Clear documentation that the funds were returned for use in the program that purchased it; and
F. Any other information necessary for an audit to support the sale or disposal of the equipment.
All proceeds from the sale of surplus equipment and material must be allocated to offset costs of
replacement and/or future equipment and material purchases. DSPs shall be permitted to deduct and
retain $100 or 10% of the proceeds, whichever is greater, for their selling and handling costs.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 29
Pursuant to Idaho Code 67-5726, all employees (and their spouses and dependents) of the DSP are
prohibited from acquiring surplus property from their own DSP. Employees may acquire surplus equipment
and material from other DSPs only if the property is acquired through a competitive bid process.
If the surplus equipment and material does not have further value, the DSP should dispose of it. Any
exceptions to these policies must be approved by IDHW or its designee.
When acquiring replacement equipment, the recipient may use the equipment to be replaced as trade-in
or sell the equipment and use the proceeds to offset the costs of the replacement equipment subject to
the approval of IDHW or its designee.
Policy 9.06: Financial Audits
9.0601: Annual Financial Audits
[10 CFR 440.23(d); 2 CFR 200, Subpart F; 10 CFR 600]
Financial audits shall be performed in accordance with the Single Audit Act, 10 CFR 600, and 2 CFR 200
Subpart F. Completed audits and documentation of DSP’s Board of Directors’ correspondence regarding
the audit will be submitted to IDHW on an annual basis.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 30
Chapter 10: Program Oversight
Policy 10.01: Program Monitoring
10.0101: The Monitoring Process
[10 CFR 440.23(a)]
The monitoring process provides an opportunity for new ideas, systems and solutions to be shared
between DSPs and IDHW or its designee to carry out the Weatherization Program Mission: "To increase
energy efficiency, reduce energy expenditures and improve the health and safety for Idaho's low-income
households". Monitoring is the single most important management tool used by IDHW or its designee to
ensure DSPs establish and maintain policies and procedures that comply with the rules of the Idaho
Weatherization Program and all grantees. Monitoring allows IDHW or its designee to determine the
efficiency and effectiveness of the program services and identify areas where additional DSP training and
technical assistance is needed.
As a program function, it is the intent of IDHW for monitoring to allow designee staff an opportunity to
provide more technical assistance and specific on-site training to DSPs. On an ongoing basis, IDHW or its
designee shall review participant file documentation, service reports and participant surveys.
As part of the monitoring process, IDHW or its designee will conduct on-site visits to each DSP. The focus
of the on-site visits will be to provide training and technical assistance and conduct quality assurance
inspections of completed weatherized homes. IDHW or its designee may request an on-site review of
program activities, including, but not limited to the following:
A. Scheduling of current production, dwelling energy audits, installed measures and the final inspection
process, and all related participant file documentation for reviewed activities;
B. Review DSP operation’s structure utilized to accomplish production goals;
C. Conduct field review of current production activities of crews while the dwelling is being weatherized;
and/or
D. Following the review, recommendations will be provided to the DSP’s Executive Director and program
staff.
IDHW or its designee will continue to conduct the annual sub-grant closeout review.
10.0101.1: Remediation Plans
Based upon the annual review findings, any activities found to be in non-compliance will be resolved by
the DSP. If warranted, IDHW may establish a remedial plan from the DSP, which may include but are not
limited to the following:
A. Monthly production review, as needed;
B. 60-day on-site follow-up review, as needed;
C. Specific training and technical assistance;
D. Approval of dwellings over average cost;
E. Payback of Weatherization funding;
F. Sub-grant probation and/or termination;
G. Monitoring Job Completion Forms; and/or
H. Development and implementation of a Corrective Action Plan.
All critical non-compliance findings resulting in the DSP's subgrant being put on probation or terminated
will be reported to the DOE Project Management Center (PMC) office in Golden, Colorado.
10.0102: Periodic Evaluations
[10 CFR 440.23(b)]
DOE and the HHS conduct periodic reviews of IDHW as it pertains to weatherization services and may
include reviews of the DSPs’ completed units and accompanying records for programs under this part.
Idaho Weatherization Operations Manual of Programmatic Policies
Page 31
10.0103: Access to Records
[10 CFR 440.23(c); 10 CFR 440.24; 10 CFR 600.21; 10 CFR 600.153]
The DSP shall provide all required file record documentation and assure staff availability during annual
subgrant monitoring and any other review deemed necessary by IDHW and/or its designee, or Federal
grantors. See Participant Records and Financial Audits.
10.0104: Review of Compliance with LSW
DSPs found to be non-compliant with any of the above guidance will submit a corrective action plan to
IDHW within 15 business days of notification of non-compliance with the aforementioned Lead Safety
guidelines. The corrective action plan will be implemented upon submission and utilized until IDHW
determines the DSP has successfully taken measures to address non-compliance issues. A letter of
compliance will be sent to the DSP indicating the end date of the corrective action plan.
DSPs found to be non-compliant for two consecutive on-site monitoring visits will be placed on probation
to consist of the following:
A. Submission of a corrective action plan to IDHW within 15 days of non-compliance determination
notification;
B. Quality monitoring quarterly on 10% of all dwellings that are pre-1978 and qualify for lead safe work
practices; and
C. Immediate implementation of corrective action plan until letter of compliance is sent indicating the end
date of the corrective action plan, to be determined based on findings of quality monitoring.
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 9
ATTACHMENT NO. 1
Last Name
First Name
Address
City
State
Zip Code
County
Home Phone
Work Phone
Landlord
Condition of Building Good
Age of Home 28
Dwelling Type Mobile Home
Owner or Rental Owner
Dwelling Sq. Ft.1347
Attic Sq. Ft.1347
Basement Sq. Ft.0
Crawl Space Sq. Ft.1347
Slab on Grade Ln.0
Volume 12123
Elevation 2375
HDD 6120
Design Temp.10
Number of Stories 1.0
Exposure Factor 1.2
Utility Job Yes
Utility Name Idaho Power
Private Investment
Utility Name
No
Job #569099
Agency MCS
Scenario Scenario #1 for Job #569099
Job Priority 4
Energy Auditor (Contracted Justin
Crew Leader Luke Bayes
Inspector Clint Bowers
Intake 02/01/2021
Estimated 03/08/2021
Job Started 11/05/2021
Job Inspected 04/11/2022
Job Submitted 04/30/2022
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
46 x 52 1 17 0.31 0.31 replace 2 windows with broken glass with new unit 1 berdroom1
30 x 58 1 12 0.31 0.31 1 dining room2
30 x 58 Bed Room 1 12 0.31 0.313
35 x 8 1 2 0.31 0.314
30 x 58 1 12 0.31 0.315
30 x 58 1 12 0.31 0.316
30 x 58 10 12 1.65 broken glass replace window0.31 198.8 150 198.8 150 WINDOW REPAIRED BY GLASS COMPANY7
30 x 39 1 8 0.31 0.318
30 x 58 1 12 0.31 0.319
14 x 41 1 4 0.31 windows do not meet SIR0.3110
11
12
13
14
15
16
17
38 x 82 1 22 0.14 0.14 pre- hung doors in great shape. No work neededFront
34 x 82 1 19 0.14 0.14Rear
Side
2x6 R-21 stucco exterior 1 1128 0.06 0.06 already insulated no work needed
Weatherization Assistance Program - State of Idaho - Job Order Sheet
Windows Labor
10-14
Replacement Doors Labor
4-6
Labor
5-7Wall Insulation
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
Job #569099
Attic Insulation / Venting Labor
4-6
metal roof already at R38 1 1347 0.025 0.025 No work needed
Sq. FeetVenting
Labor 2Vent
Floor insulated to R-21 1 1347 0.178 0.044 Already insulated no work neededtight
open
open
tight
open
open
Floor Insulation Labor
4-6
home is tight already check around duct work under sinks and around fans for
sealing opportunities
Labor
2Infiltration
CFM/50 ReadingsExist.1124
Calc'd
Prop.15001500
Infiltration
CFM/50 Readings 1124
Labor
2 Calc'd
Prop.Cautionary 1371.9 Actual 782 Can't Reach 50
Damn and seal ducts 1 75 0.9 froth pack and mastic0.09 39.09 MASTIC & FOILRAY 39.09 dam end ducts and seal all duct work witth mastic
2 400 0.09 0.09 replace and air seal jumper duct with 2-part
Labor
3Duct Insulation Area Exist U. Prop. U Pre BPI Distribution Efficiency 0.58 0.83Post BPI Distribution Efficiency
Water Heater Amps. (1, 2)20 20 20 20
Pre Post
Gas WH CO ppm (cond.)
Gas WH Flue Draft (cond.)
Electric Furn Amps. (1, 2)0 0 0 0
Electric Furn Amps. (3, 4)0 0 0 0
Electric Furn Amps. (5, 6)0 0 0 0
Thermostat Anticipator
Conditioned Area CO ppm
Combustion Furnace CO ppm
Combustion Furnace Flue Draft
Net Stack Temp. (F°) - Ambient
Percentage Oxygen reading (%)0 0
Tested Seasonal Efficiency Rate (%)0 0
Est. Seasonal Efficiency Rate (%)0 0
BTU Input of Furnace
Combustion Appliance CO ppm
Open Comb. Appliance Input BTUs 0 0
Combustion Appliance Venting?No No
Duct Blaster @cfm/25 0 0 0 0
Range CO Testing ppm 0 0
Oven CO Testing ppm 0 0
Refrigerator Wattage Metering 0 0 0
Refrigerator Usage Estimator 0 0 0
Gas Meter Clocking 0 0 0 0
Water Heater Temperature 160 125
Primary Heating System
Central Furnace
Other:
Other:
Secondary Heating System
See Other
Water Heater Type
Electric
4
Number in House
20.5
Water Heater Diameter (in.)
50
Water Heater Height (in.)
0.0849
Water Heater Fuel Unit Price Actual Energy Used
Primary Heating Fuel
Electric - kWh
0.0849
Primary Fuel Unit Price
Idaho Power
Utility (if not Utility Job)
Account Number
0
Secondary Heating Fuel
Audit Date
03/08/2021
Weatherization
Representative
Rito Reynoso
Audit/Support Hours
10
Actual Hours
Client Income
6978
Line
1 48.72 48.72 install co and smoke alarms
1 38.86 38.86 DAMPNER PARTS
need exhaust fans 2 replace both bath fans 472.5 320 472.5 320 PANASONIC/FV-0511VKS2..Air King/BFQ-90
2 242.5 242.5 permit#E21-001510
Health Safety Labor
2
Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions Job #569099
37.5 80.97 74.29
Other Investment Labor
2
2 grey pex do not wrap water linesRepair
3Replace
Water heater ok
Water Heater Labor
2-3
Pipes Labor
3
insulated
cond.
insulated
Linear
Feet
Refrigerator Replacement
1
Furnace Labor
1-4
1 replace old unit with new 2 ton heat pump unitTune-Up
2 install furnace heat pump unit 5342 1152 5342 1152 AMANA/ASPT29B14ABHeat Pump
3 GOODMAN/GSZ140241LARepair
4Replacemen
2 80 80 permit #MC2022-0044
Is replacement for Health Safety?Yes
CFLs
0.0849
# Installed
Cooling System
Central A/C
Pre Post
6139.97 1944.5 Sub Totals 6139.97 1944.5
Req.
CFM Window Measured
CFM
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 9
ATTACHMENT NO. 2
Last Name
First Name
Address
City
State
Zip Code
County
Home Phone
Work Phone
Landlord
Condition of Building Good
Age of Home 99
Dwelling Type Single Family
Owner or Rental Owner
Dwelling Sq. Ft.1134
Attic Sq. Ft.684
Basement Sq. Ft.567
Crawl Space Sq. Ft.567
Slab on Grade Ln.0
Volume 9760
Elevation 2190
HDD 5583
Design Temp.10
Number of Stories 2.0
Exposure Factor 1.2
Utility Job Yes
Utility Name Idaho Power
Private Investment
Utility Name
No
Job #571387
Agency MCS
Scenario Scenario #1 for Job #571387
Job Priority 6
Energy Auditor Wayne Dixon/ DM
Crew Leader Luke Bayes
Inspector Clint Bowers
Intake 05/17/2021
Estimated 05/18/2021
Job Started 06/02/2021
Job Inspected 02/17/2022
Job Submitted 02/28/2022
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
59 x35 1 0.31 0.31 Windows are all newer Vinyl No work1
59 x 35 1 0.31 0.312
59 x 35 1 0.31 0.313
35 x 23 1 0.31 0.314
71 x 35 1 0.31 0.315
35 x 35 1 0.31 0.316
47 x 23 1 0.31 0.317
59 x 23 1 0.31 0.318
59 x 45 1 0.31 0.319
71 x 41 1 0.31 0.3110
upstair 1 0.31 0.3111
59 x 35 1 0.31 0.3112
54 x 21 1 0.31 0.3113
14
15
16
17
36 x 80 1 1.02 1.02 Back door need adjusted newer door kits already on-siteFront
32 x 80 1 0.75 0.75Rear
Side
Walls are uninsulated 2 x 4 R-o lr 1 1111 0.24 0.24 Back wall of office needs blow in added to attic count
Front bedroom customer will have holes drilled in section needed
Weatherization Assistance Program - State of Idaho - Job Order Sheet
Windows Labor
10-14
Replacement Doors Labor
4-6
Labor
5-7Wall Insulation
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
Job #571387
Attic Insulation / Venting Labor
4-6
R-26 in attic 6" of celluoise most of 1 1220 0.071 18 bags of loose fill insulati0.022 239.04 239.04 Bring attic to R-49
with batt over top r-11 1 2.53 2.53 Seal floor cavity before adding insulation in knee wall area
Knee walls already R-11 1 0.8 0.8
Sq. FeetVenting
Labor 2Vent
floor already insulated 1 815 0.063 0.063 replace missing batts in basement areatight
area crawl area too low to crawl area entrance to low to crawlopen
only 1/2 insulated open
tight
open
open
Floor Insulation Labor
4-6
Check for air sealing opportunities 1 Misc building material 17.75 STRING 17.75 Run pre job blower to find all infiltration areas
1 651.38 2-PART FOAM 651.38 seal around pellet stove flume in attic
1 Foam old range flume in kitchen and around propane line
in kitchen floor
Multiple heat transfer grills into basement
Basement not part of the envelope
all electrical and plumbing thru floor area to be sealed
Labor
2Infiltration
CFM/50 ReadingsExist.3261
Calc'd
Prop.15001500
Infiltration
CFM/50 Readings 3261
Labor
2 Calc'd
Prop.Cautionary 882.46 Actual 2500 Can't Reach 50
No ducts in home
Labor
3Duct Insulation Area Exist U. Prop. U Pre BPI Distribution Efficiency Post BPI Distribution Efficiency
Water Heater Amps. (1, 2)20 20 20 20
Pre Post
Gas WH CO ppm (cond.)
Gas WH Flue Draft (cond.)
Electric Furn Amps. (1, 2)0 0 0 0
Electric Furn Amps. (3, 4)0 0 0 0
Electric Furn Amps. (5, 6)0 0 0 0
Thermostat Anticipator
Conditioned Area CO ppm
Combustion Furnace CO ppm
Combustion Furnace Flue Draft
Net Stack Temp. (F°) - Ambient
Percentage Oxygen reading (%)0 0
Tested Seasonal Efficiency Rate (%)0 0
Est. Seasonal Efficiency Rate (%)0 0
BTU Input of Furnace
Combustion Appliance CO ppm
Open Comb. Appliance Input BTUs 0 0
Combustion Appliance Venting?No No
Duct Blaster @cfm/25 0 0 0 0
Range CO Testing ppm 0 0
Oven CO Testing ppm 0 0
Refrigerator Wattage Metering 0 0 0
Refrigerator Usage Estimator 0 0 0
Gas Meter Clocking 0 0 0 0
Water Heater Temperature 135 125
Primary Heating System
Electric Baseboard
Other:
Other:
Secondary Heating System
Pellet Stove
Water Heater Type
Electric
1
Number in House
21
Water Heater Diameter (in.)
52
Water Heater Height (in.)
0.0849
Water Heater Fuel Unit Price Actual Energy Used
Primary Heating Fuel
Electric - kWh
0.0849
Primary Fuel Unit Price
Idaho Power
Utility (if not Utility Job)
Account Number
0
Secondary Heating Fuel
Audit Date
05/18/2021
Weatherization
Representative
Wayne Dixon/ DM
Audit/Support Hours
10
Actual Hours
Client Income
5002
Line
Smoke and Co combo onsite 1 2 smoke 2 co 78.22 78.22 Install smokes and co
Bath Fan cut in 2 Ashrae fan 256 240 256 240 PANASONIC/FV05-11VKS2
electrician 2 65 65 permit#WEB2107-02276
1 22.61 22.61 FAN VENTING PARTS
Health Safety Labor
2
Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions Job #571387
37.5 56.34 0
Other Investment Labor
2
2 Wrap all lines that can be reached in the basementRepair
3 replace existing water heaterReplace
50 gallon rheem 30 years old
Water Heater Labor
2-3
Pipes Labor
3
pipe tubes 1 20 23.76 23.76 PIPE WRAPSinsulated
1 16.14 16.14 duct tapecond.
insulated
Linear
Feet
Refrigerator Replacement
1
Furnace Labor
1-4
1Tune-Up
2 2 head ductless 5247 800 5247 800 Daikin/2MXS18NMVJUAHeat Pump
3 DAIKIN/CTXS07LVJURepair
4Replacemen
electric baseboard primary 2 865 865 permit and electrical...permit#MEC2022-00013
Pellet stove back-up
Is replacement for Health Safety?No
CFLs
0.0849
# Installed
Cooling System
None
Pre Post
6555.23 1970 Sub Totals 6555.23 1970
Req.
CFM Window Measured
CFM
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 1
Last Name
First Name
Address
City
State
Zip Code
County
Home Phone
Work Phone
Landlord
Condition of Building Good
Age of Home 25
Dwelling Type Single Family
Owner or Rental Owner
Dwelling Sq. Ft.1054
Attic Sq. Ft.1054
Basement Sq. Ft.0
Crawl Space Sq. Ft.1054
Slab on Grade Ln.0
Volume 9486
Elevation 2290
HDD 6120
Design Temp.10
Number of Stories 1.0
Exposure Factor 1.0
Utility Job Yes
Utility Name Idaho Power
Private Investment
Utility Name
No
Job #546722
Agency MCS
Scenario Scenario #1 for Job #546722
Job Priority 2
Energy Auditor Doug Thomas
Crew Leader Random Navarro
Inspector Doug Milburn
Intake 04/04/2019
Estimated 04/17/2019
Job Started 04/30/2019
Job Inspected 05/24/2019
Job Submitted 06/30/2019
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
48x48x2 11 32 0.34 0.34 all windows in house anr newer double pane1
48x36 11 12 0.34 0.34 vinyl windows no broke seals or broke glass2
36x60x2 11 30 0.34 0.343
60x48 11 20 0.34 0.344
5
6
7
8
9
10
11
12
13
14
15
16
17
38x82 4 20 0.14 0.14 front and back doors are sealing up goodFront
34x81 4 18 0.14 0.14 no work neededRear
34x82 4 18 0.14 0.14 sid door is saeling up good no work neededSide
r=13 5 1264 0.07 0.07 walls are full of insulation no work
Weatherization Assistance Program - State of Idaho - Job Order Sheet
Windows Labor
10-14
Replacement Doors Labor
4-6
Labor
5-7Wall Insulation
Newer Home in good shape
All windows thermal pane
doors sealing and functioning
ffull at build
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
Job #546722
Attic Insulation / Venting Labor
4-6
r=38 4 1054 0.026 0.026 attic has a r=38 and is in good shape
no work needed
Sq. FeetVenting
Labor 2Vent
r=0 1 1054 0.178 18 bags0.032 710.35 floor insulated with a R-30 710.35 seal and add insulation to floor and stringtight
install new visqueneopen
open
tight
open
open
Floor Insulation Labor
4-6
seal ducts 1 12.8 1-part foam 12.8 seal ducts with mastic
seal under all sinks 1 68.86 venting parts 68.86 seal under all sinks where pipes come out of floor
seal floor 1 18.81 twine 18.81 seal all penatrations that go through the floor
Labor
2Infiltration
CFM/50 ReadingsExist.1762
Calc'd
Prop.15001500
Infiltration
CFM/50 Readings 1762
Labor
2 Calc'd
Prop.Cautionary 1189.7 Actual 950 Can't Reach 50
1 600 0.09 0.09 spray metal boots and all metal joints
2 150 0.5 0.09 382.13 boots metal joints foamed 382.13 and metal duct work
Labor
3Duct Insulation Area Exist U. Prop. U Pre BPI Distribution Efficiency 0.68 0.78Post BPI Distribution Efficiency
to code at build
all penetrations sealed with one part foam
interior boots sealed with mastic
under floor metal ducts sealed with 2part foam
Water Heater Amps. (1, 2)0 0 0 0
Pre Post
Gas WH CO ppm (cond.)
Gas WH Flue Draft (cond.)
Electric Furn Amps. (1, 2)0 0 0 0
Electric Furn Amps. (3, 4)0 0 0 0
Electric Furn Amps. (5, 6)0 0 0 0
Thermostat Anticipator
Conditioned Area CO ppm
Combustion Furnace CO ppm
Combustion Furnace Flue Draft
Net Stack Temp. (F°) - Ambient
Percentage Oxygen reading (%)0 0
Tested Seasonal Efficiency Rate (%)0 0
Est. Seasonal Efficiency Rate (%)0 0
BTU Input of Furnace
Combustion Appliance CO ppm
Open Comb. Appliance Input BTUs 0 0
Combustion Appliance Venting?No No
Duct Blaster @cfm/25 0 0 0 0
Range CO Testing ppm 0 0
Oven CO Testing ppm 0 0
Refrigerator Wattage Metering 0 0 0
Refrigerator Usage Estimator 0 0 0
Gas Meter Clocking 0 0 0 0
Water Heater Temperature 140 125
Primary Heating System
Central Furnace
Other:
Other:
Secondary Heating System
See Other
Water Heater Type
Electric
3
Number in House
23
Water Heater Diameter (in.)
60
Water Heater Height (in.)
0.0851
Water Heater Fuel Unit Price Actual Energy Used
Primary Heating Fuel
Electric - kWh
0.0851
Primary Fuel Unit Price
Idaho Power
Utility (if not Utility Job)
Account Number
0
Secondary Heating Fuel
Audit Date
04/17/2019
Weatherization
Representative
Doug Thomas
Audit/Support Hours
8
Actual Hours
Client Income
4686
Line
visquene 1 45.69 45.69 visqueen done
1 30.47 30.47 CO alarm installed
1 39.98 39.98 flex ducting
Health Safety Labor
2
Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions Job #546722
ashrea fan 2 410 280 410 280 fans and vented out
standered fan 2 35 35 permit
Panasonic/FV-0511VKS2
Air King/Br-9037.5 70.54 58.99
Other Investment Labor
2
2Repair
3Replace
Water Heater Labor
2-3
Pipes Labor
3
1 12 wrap pipes on water heater(used scrap)insulated
cond.
insulated
Linear
Feet
Refrigerator Replacement
1
Furnace Labor
1-4
1Tune-Up
2 Goodman/MBVC1200AA-1AFHeat Pump
3 Goodman/GSZ140241KHRepair
4 2 ton ac 4095 800 4095 800 2-ton heat pumpReplacemen
4 air comfort 85 85 permit
Is replacement for Health Safety?No
CFLs
0.0851
# Installed
Cooling System
Central A/C
Pre Post
5814.09 1200 Sub Totals 5814.09 1200
Req.
CFM Window Measured
CFM
fans vented verified
verified
verified serial number 1811002477
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 2
Last Name
First Name
Address
City
State
Zip Code
County
Home Phone
Work Phone
Landlord
Condition of Building Good
Age of Home 50
Dwelling Type Single Family
Owner or Rental Owner
Dwelling Sq. Ft.1224
Attic Sq. Ft.1224
Basement Sq. Ft.0
Crawl Space Sq. Ft.1224
Slab on Grade Ln.0
Volume 9792
Elevation 2150
HDD 5603
Design Temp.10
Number of Stories 1.0
Exposure Factor 1.0
Utility Job Yes
Utility Name Idaho Power
Private Investment
Utility Name
No
Job #540831
Agency MCS
Scenario Scenario #1 for Job #540831
Job Priority 1
Energy Auditor Doug Thomas
Crew Leader Random Navarrow
Inspector Doug Milburn
Intake 09/14/2018
Estimated 10/31/2018
Job Started 12/03/2018
Job Inspected 04/29/2019
Job Submitted 05/31/2019
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
60x36 1 15 1.13 rpelace all windows and trim0.34 980.51 980.51 replace all windows .the 2 bedroom1
48x36x2 1 24 1.13 caulk to seal them up0.34 windows on the right side of house2
36x36 1 9 1.13 0.34 the sills need to be moved down3
47x36 1 12 1.13 0.34 so that the windows meet egress4
48x48x2 1 32 1.13 0.34 all windows are cutins need prime5
trim6
1 55.9 55.9 trims7
8
9
10
11
12
13
14
15
16
17
36x80 1 21 1.13 replace front and back door0.11 588.62 588.62 front and back door are being replacedFront
34x80 1 20 1.13 and trim and seal0.11 need to trim and seal inside and outRear
60x80 4 34 0.34 0.34Side
r13 5 1120 0.07 0.07
Weatherization Assistance Program - State of Idaho - Job Order Sheet
Windows Labor
10-14
Replacement Doors Labor
4-6
Labor
5-7Wall Insulation
vinyl windows look good
doors replaced
Line Area Exist. U Prop. U Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions
Job #540831
Attic Insulation / Venting Labor
4-6
rr13 4 1224 0.086 18 bags0.02 494.15 494.15 need to spray foam metal joints
seal attic and blow insulation in attic . attic needs sealed and
to bring attic up to a r49 insulation add to bring up to a
spray metal joints ni the atti r=49 attic hatch needs dammed
vent all fans out and insu;lated
Sq. FeetVenting
Labor 2Vent
4 1224 0.044 0.044 to low to axcess all of floortight
open
open
tight
open
open
Floor Insulation Labor
4-6
seal ducts 1 seal ducts seal attic and 25.6 25.6 seal ducts and insulate all metal
seal attic 1 caulk windows 163.53 163.53 joints that we can get to . seal attic
1 5.93 5.93 all wire penatraiton and plumbing
caulking 1 4.39 foam tape 4.39 pinatration
1 14.2 14.2
Labor
2Infiltration
CFM/50 ReadingsExist.1220
Calc'd
Prop.15001500
Infiltration
CFM/50 Readings 1220
Labor
2 Calc'd
Prop.Cautionary 1228.0 Actual 805 Can't Reach 50
1 700 0.5 spray all metal joint and0.09 382.13 382.13 spray foam all metal joints on duct
boots that we can get to system as many as we can get to
some of the floor is low
Labor
3Duct Insulation Area Exist U. Prop. U Pre BPI Distribution Efficiency 0.68 0.78Post BPI Distribution Efficiency
foam ducts and attic insulated
verified
verified
Water Heater Amps. (1, 2)0 0 0 0
Pre Post
Gas WH CO ppm (cond.)
Gas WH Flue Draft (cond.)
Electric Furn Amps. (1, 2)0 0 0 0
Electric Furn Amps. (3, 4)0 0 0 0
Electric Furn Amps. (5, 6)0 0 0 0
Thermostat Anticipator
Conditioned Area CO ppm
Combustion Furnace CO ppm
Combustion Furnace Flue Draft
Net Stack Temp. (F°) - Ambient
Percentage Oxygen reading (%)0 0
Tested Seasonal Efficiency Rate (%)0 0
Est. Seasonal Efficiency Rate (%)0 0
BTU Input of Furnace
Combustion Appliance CO ppm
Open Comb. Appliance Input BTUs 0 0
Combustion Appliance Venting?No No
Duct Blaster @cfm/25 0 0 0 0
Range CO Testing ppm 0 0
Oven CO Testing ppm 0 0
Refrigerator Wattage Metering 0 0 0
Refrigerator Usage Estimator 0 0 0
Gas Meter Clocking 0 0 0 0
Water Heater Temperature 140 125
Primary Heating System
Central Furnace
Other:
Other:
Secondary Heating System
See Other
Water Heater Type
Electric
2
Number in House
24
Water Heater Diameter (in.)
65
Water Heater Height (in.)
0.0877
Water Heater Fuel Unit Price Actual Energy Used
Primary Heating Fuel
Electric - kWh
0.0877
Primary Fuel Unit Price
Idaho Power
Utility (if not Utility Job)
Account Number
0
Secondary Heating Fuel
Audit Date
10/31/2018
Weatherization
Representative
Doug Thomas
Audit/Support Hours
8
Actual Hours
Client Income
5979
Line
dryer vent 1 vent dryer out and install 98.15 98.15 fans vented to exterior
1 new hood 30.47 CO alarm 30.47 CO alarm
1 12.51 12.51 to insulate dryer pipe
1 203.86 material 203.86
2 200 100 200 100 electrical on heat pump
Health Safety Labor
2
Estimated Materials Est.
Material
Contract
Est. Labor Required Materials Act.
Material
Contract
Act. Labor Instructions Job #540831
ashrea light fan 2 vent fans out might have 505 560 505 560 vent fans out might have to
range hood 2 to go through gable wall 65 65 vent out through gable end
gable vent fan 2 Broan/BR-30
Panasonic/FV-05-11VKL1
37.5 64.74 58.26
Other Investment Labor
2
2Repair
3Replace
Water Heater Labor
2-3
Pipes Labor
3
1 150 wrap as many pipes as you wrap all pipe under the homeinsulated
can get to and on water heatercond.
no room (water heater done with scrap)insulated
Linear
Feet
Refrigerator Replacement
1
Furnace Labor
1-4
1Tune-Up
2Heat Pump
3 Goodman/GSZ140241KH 2-ton heat pumpRepair
4 2 ton heat pump 3895 700 3895 700 Goodman/MBVC1200AA-1AFReplacemen
4 A/C 85 85 permit
Is replacement for Health Safety?No
CFLs
0.0877
# Installed
Cooling System
Central A/C
Pre Post
7659.95 1510 Sub Totals 7659.95 1510
Req.
CFM Window Measured
CFM
verified
verified
verified serial 1810101826
customers have noticed a difference in uv gains in the living room
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 3
Scanned by CamScanner
Scanned by CamScanner
Scanned by CamScanner
Scanned by CamScanner
Scanned by CamScanner
Scanned by CamScanner
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 4
SEE ATTACHED DOCUMENT
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 5
SEE ATTACHED DOCUMENT
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 6
SEE ATTACHED DOCUMENT
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 7
SEE ATTACHED DOCUMENT
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 8
SEE ATTACHED DOCUMENT
BEFORE THE
IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-22-15
IDAHO POWER COMPANY
REQUEST NO. 11
ATTACHMENT NO. 9
SEE ATTACHED DOCUMENT