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Uniform Protocols for Energy-Efficient Remodeling of Existing Housing Prepared by Team IBTS subcontractor: Performance Systems Development Institute for Building Technology and Safety Prepared for Office of Policy Development and Research U.S. Department of Housing and Urban Development Team IBTS IBTS – Michael Sewall, Chris Fennell and Ashok Goswami BKi – Bob Knight PSD – Greg Thomas and Conrad Metcalfe HUD – Michael Freedberg, Michael Blanford and David Engel Technical Advisory Panel ACCA – Warren Lupson CEC – Randel Riedel Fannie Mae – Michelle Desiderio BPI – Bill Parlapiano LBNL – Ian Walker E-Star Colorado – Megan Edmunds NARI – Dan Taddie NAHB – Therese Ford Crahan NYSERDA – Jim Quirk RESNET – Steve Baden Southface – Howard Katzman Neil Kelly Company – Walt Harwood Tyson Associates – David Tyson Performance Exteriors – Mike Lotesto Kaz Brothers – Ron Kasmierczak Quality Building/HVAC -- Frank Malpere Sawhorse – Carl Seville J&P HVAC – Chris Perry Clark HVAC – Dan Clark EPA – Chandler von Schrader DOE – Terry Logee P&B Finishers – Lenox Bowman Brothers Strong – Michael Strong 3 Levels of Refinement Basic Design of the System The structure includes three main branches: Best practices Improvements References Accessing The Information System Contractors • Looking for relevant (climate-based, tradebased, etc.) information for about energy or related issues (green) • Link energy information to building science information • Create pathways to learn more and change business models • Get access to tools supporting learning and building assessment • Use the tools as internal training Programs • Protocols for review and adoption • Option: Ability to maintain your own variation – Access to system for creating and storing program specific changes – Tools supporting review • Same tools used for maintaining uniform protocol Trainers • Access to materials that support training • Comprehensive and detailed listing of what to teach • More people looking for training Raters and Consultants • More demand for services – Contractors who are on path to whole house – Contractors who decide to stay at Level 2 • Support for training the contractors who work with you • Become a trainer also! Level 1 Level 2 Level 3 Simple extensions of types of activities already undertaken More comprehensive workscopes Cross trade workscopes High payback Still trade based workscopes Advanced knowledge Less likely to get you in health and safety trouble More comfort focused solutions Business process development No extra tools Some basic testing introduced in stages Enhanced tool set, software modeling Health and safety triggers Blower door or duct testing CO CAZ Increased use of testing and building science knowledge to control liability Full testing Basic pricing description More detailed pricing support Advanced pricing systems Advice on selecting trade contractors Has business partners with building science knowledge Whole house contractor or whole house team CO detector in basement during install CO detector in house during and after install Use detector with numeric digital display Train customer on response to CO alarm HVAC Do they do Manual J Manual J NATE BPI Access Screens PDA Checklist Where do you improve? What do you improve? How do you improve? How do you diagnose, price, and sell the improvement? Maximizing benefits Risks Quality assurance Links Other resources References Specification Contact info Gregory Thomas Performance Systems Development, Inc. www.psdconsulting.com 607-277-6240 [email protected] Process Structure