Training Materials
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BPI ANALYST FIELD EXAM – 2016 DETAILED CHECKLIST
1. Pre-Inspection – OUTSIDE
A. Turn on & zero CO Meters. Determine ambient CO level outside & record: ________
B. Homeowner interview:
1) Any comfort issues & complaints? Why do they want an audit?
2) Review last 12 months of utility bills – determine peak heating /peak cooling consumption
3) Calculate base load (from 3 lowest months when no heat or AC issued) – KWH for
appliances, home entertainment systems lighting, water heating
2. Exterior Inspection
A. Moisture issues? (Drainage plane, ponding, gutters, roof leaks, flashing, condensation)
B. Structural Issues? (Sagging roof, uneven structure, cracked walls & foundation, rotted wood)
C. Safety Issues (Electrical, Asbestos, Mold)
D. Locate gas meter/gas lines – check for leaks w/GAS LEAK DETECTOR
E.
F.
G.
H.
I.
J.
K.
L.
M.
N.
O.
a. Mention “1 inch per second”
b. Mention need for soap bubbles to confirm
Thermal bypasses high & low? (intersecting roof lines, garages, porches, cantilevers)
Envelope penetrations in foundation, walls, roof allowing airflow? (stack effect)
Rooftop exhaust terminations for bathroom & kitchen fans
Type of attic ventilation. Soffit & Ridge Vents? Gable vents & turbines? Does it appear
adequate?
AC equipment (heat pump, A/C compressor, etc.) How many tons? _________
Any possible pressure/air barrier issues (cracks in foundation, leaky windows, door weather
stripping, etc.)
Types of windows (single or double pane, wood, metal, condition, etc.);
Are there storm windows? Low E coating?
Which direction does the house face? ______. Windows on south & west side may need
shading in warm climates.
Inspect Crawlspace – look for moisture issues; inspect ductwork; if vented, discuss how to
enclose/encapsulate the crawlspace & advantages
Mention need to sketch exterior dimensions of the building envelope
3. Interior Inspection – while making house ready for diagnostic testing
A. Identify any Health & Safety Issues
B. Identify moisture related problems (staining, mold, rot, moisture).
1) Make recommendations for corrective actions.
C. Identify indoor air contaminant sources (VOC pollutants, asbestos, CO, lead paint).
1) Make recommendations for corrective actions.
D. Identify fire & electrical hazards (flammables, structural paths (chases, balloon framing).
1) Make recommendations for corrective actions.
E. Check condition & fit of windows & doors, weather stripping & sealing.
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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F. Close fireplace dampers/doors. If unvented gas fireplace, recommend replacement.
G. Note the location of supply & return registers
H.
I.
J.
K.
Mention the need to check for insulation in exterior walls (houses before 1965)
Locate all thermostats, range hoods, bathroom fans, dryer vents, etc.
Mention upgrading to programmable thermostats if applicable
Mention need to verify whether exhaust fans are vented to outdoors
L. Measure the fan flow of at least one bathroom or kitchen exhaust fan
1) Connect one end of a short hose to the manometer Channel A INPUT; connect
other end to the nipple on the Exhaust Fan Flow Box
2) Set Flow Box to Position E2
3) Turn on bathroom exhaust fan; firmly place the Flow Box over the exhaust fan
4) Make sure Channel A reads between 0.6 and 8.0 PA. (If not, adjust the opening
on the Flow Box to E1 or E3 accordingly)
5) Using the PA reading on Channel A, use the table on the Flow Box to determine
the corresponding CFM Fan Flow: _______________
*Bathroom fan needs to move at least 50 CFM; if not, it needs serviced or replaced.
M. Document heat loss implications (poor “R” or “U” values in windows, doors, attic hatches) &
savings opportunities.
N. Identify lighting types for upgrade opportunities
O. Check out kitchen appliances; age of refrigerator: _______; Is it Energy Star rated?________
P. Test Gas Range for CO in the undiluted flue gas (tell Proctor how it’s done if electric)
1) Remove any items from the top of the oven/range
2) Make sure self-cleaning features are not activated
3) Open window or turn on exhaust fan
4) Operate oven for 5-10 minutes to reach highest temperature (steady state)
5) Check personal CO meter for AMBIENT CO about 5’ from the range: _________
If ambient CO exceeds 70 ppm, terminate inspection & evacuate the building.
6) Test for CO at oven sleeve, before dilution air (usually at back of the cooktop)
7) Record ppm: ____; if above 225 ppm, recommend service & install CO detector
8) Turn on 1st cooktop burner; hold CO analyzer 12-16 inches directly above.
9) Record ppm above burner: ______. Turn off; repeat with remaining burners
10) If any burner measurements exceed 25 ppm, recommend service.
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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4. Attic Inspection
A. Insulation type, amount, effectiveness; wind washing, soffit baffles?
B. Estimate the R-Value of the insulation: _________
C. Describe where & how to safely air seal the attic floor (top plates, plumbing & wiring
penetrations, recessed can lights, chases, drop soffits, etc.
D. Make sure exhaust fan ducts exit the roof or side wall
E. Inspect ductwork for proper installation, leakage & air sealing, & insulation.
F. R-value of duct insulation: ________. Are ducts & cabinet air sealed? ______
2. Basement Inspection
A. Point out need to air seal & insulate perimeter rim joist –
B. Identify space inside & outside of thermal & pressure boundaries. Both should be aligned &
continuous. Make recommendations- note areas to pay attention to during the blower door test
5. Crawlspace Inspection (if applicable)
A. Identify moisture issues, where is insulation; is ductwork sealed & insulated? ______
B. How can crawlspace be encapsulated? __________
6. Mention need to measure & sketch interior dimensions of building envelope.
A. Square footage /volume : ___________ (THE PROCTOR WILL PROVIDE EITHER AREA or VOLUME)
B. House floor area: ________ ft²
Avg. ceiling height: ____ ft
House volume: __ _______ft³
7. Identify & locate all Combustion Appliance Zones (CAZ)
8. Combustion Appliance Zone (CAZ) INSPECTION & PREPARATION
A.
Inspect for GAS LEAKS – Found? YES or NO (confirm & recommended repair before continuing)
B. Kinks in flexible gas lines? YES or NO
C. Flex lines dated prior to 1973? Recommend replacement?
YES or NO
D. IDENTIFY & record type, make/model, age, Kwh/year, BTUs & draft type of water heater:
E. ______________________________________
natural
fan-assisted
power
sealed
F. Record type, make/model, age, Efficiency, BTUs & draft type of furnace/boiler:
G. _______________________________________ natural
fan-assisted
power
sealed
H. Identify the supply and return plenum for the PROCTOR
I.
Inspect condition & slope of the flue– correct slope ¼ inch per foot?
J.
Look for signs of flame rollout (soot markings); look for excessive rust
K. Check water heater PT Safety valve, drip leg, blanket, temp setting, 6' pipe insulation
L. Continually monitor ambient CO in CAZ. If ambient CO is between 9 -35 ppm, advise
occupant that all possible sources of CO be checked and windows and doors opened.
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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9. CAZ Worst Case Depressurization (WCD) Test
A. Close all exterior doors & windows
B. Close fireplace dampers and any fireplace doors.
C. Close all CAZ doors.
D. Turn Water Heater to PILOT
E. Close the interior door of all rooms except for those with an exhaust fan & rooms with a
central forced air system return
F. Turn off any mechanical ventilation and forced air cooling or heating system blowers.
G. Connect hose to REFERENCE-A port on the manometer & run hose to outside
H. Record the BASELINE ΔP of the CAZ WRT Outside : _______ PA (Do not use Baseline function)
I.
Turn on the clothes dryers, the range hoods & bathroom exhausts. Speed controls should
operate at the highest speed setting. Do not operate a whole house cooling exhaust fan.
•
J.
AGAIN – Measure & record the pressure in the CAZ WRT outside: ______ PA
Turn on any central forced air system blower fans
•
AGAIN - Measure & record the pressure in the CAZ WRT outside: ______ PA
•
If pressure in CAZ becomes more negative WRT outside after blower is turned on, the
blower shall be TURNED ON during spillage & CO test.
•
If the pressure in the CAZ becomes more positive WRT outside after the blower is
turned on, the central forced air system blowers shall be TURNED OFF during spillage
& CO test.
K. Check the level of AMBIENT CO in the CAZ. _______ If ambient CO is between 36-69 ppm,
advise homeowner that elevated levels have been detected & open windows & doors.
L. Open door between the CAZ & other spaces of the building.
•
AGAIN -Measure & record the CAZ pressure WRT outside: _______
•
If the pressure in the CAZ becomes more negative WRT outside after the door(s) are
OPENED, the door(s) shall remain OPEN during the spillage and CO test.
Worst-Case Depressurization should not be more negative than -5 PA.
•
10. Perform Spillage & CO Tests on Gas Water Heater (Stay in Worst Case Conditions)
Drill hole if necessary in the draft diverter to enable insertion of CO Analyzer into the throat.
Leave Keys on top
Spillage test for water heaters should be taken two minutes after the burner has fired; The CO Air-Free
reading shall be taken five minutes after the burner has fired.
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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A. Turn Water heater from Pilot to “On.” Record WH temperature setting: ________
B. Making sure it’s on- insert the probe of the combustion analyzer through the draft diverter
and into the throat of the water heater.
C. Turn WH Dial to highest temperature to fire WH unit; -use smoke pen & stopwatch.
D. Test for spillage at the 2 minute mark. ________
E. Record CO Air-Free of the undiluted flue gas at the 5 minute mark: ________ppm
F. Test for spillage at the 2 minute mark. ________
Spillage & Undiluted CO Action Levels for WATER HEATERS
Spillage
Undiluted CO
Action
If Spillage ends at 2 minute mark
and
CO Air-Free remains below
200 ppm at 5 minute mark
No Action Needed
If spillage occurs at 2 minute mark
and/or
CO Air-Free remains above
200 ppm at 5 minute mark
Service Immediately
G. Turn Water Heater back to “PILOT.”
11. Perform Spillage & CO Tests on FURNACE or Boiler if Applicable (Stay in Worst Case
Conditions)
A. Turn on furnace & adjust thermostat or control so the appliance will operate continuously.
B. If applicable, test for spillage at the 5 minute mark. _______
C. Record the CO Air-Free of the undiluted flue gas at the 5 minute mark: ________ppm
Spillage & Undiluted CO Action Levels for CENTRAL GAS FURNACE or Boiler
Spillage
Undiluted CO
Action
If spillage ends at 5 minute mark
and
CO remains below 400 ppm
at 5 minute mark
No Action Needed
If spillage occurs at 5 minute mark
and/or
CO remains above 400 ppm
at 5 minute mark
Service Immediately
12. Blower Door Test PREPARATION - Measuring airflow, leakage, air changes per hour
A. Turn off all combustion appliances
B. Switch water heater to pilot
C. Turn off all ventilation appliances (exhaust fans, range hoods, dryers, etc.)
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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D. Open interior doors
E. Close all exterior doors/windows
F. Turn off all air handler unit fans
G. Make sure all fires are extinguished, cover/remove ashes
H. Check for possible Indoor Air Quality (IAQ) issues (mold, asbestos, etc.)
I.
Don’t conduct test if fire is not fully extinguished or IAQ issues are present.
13. Blower Door SETUP
A. Fit frame to door & place red canvas over frame
B. Insert frame to door, place reference hose 6-7 feet away from fan outside
C. Insert fan into door, hook up power to fan
1) HOSE to OUTSIDE connects to Channel A – REFERENCE
2) HOSE to FAN connects to Channel B - INPUT
14. Manometer SETUP
A. Ensure rings are installed in blower door opening before taking BASELINE reading
B. Set mode to PR/FL @ 50.
C. Set Device to the right blower door:____________; Set Range CONFIG to Open.
15. GET BASELINE the Manometer WITH FAN COVERED
A. (Press BASELINE => START => wait 20 sec => Press ENTER)
16. Operate Blower Door
A. REMOVE ALL RINGS & make sure manometer is Configured to OPEN
B. Press “Set pressure” 25 enter; look around – check fireplace
C. Press “Set pressure” 50 enter; wait until house is -50 Pa WRT Outside
a. If B Channel displays “Too Low” or “Lo:
Stop Fan & ADD a FLOW RING
Press CONFIG to match the ring & restart the fan
D. Record Flow in CFM at 50 Pa of pressure; CFM50: _________________
E. If using a RETROTEC Manometer -Press EXIT to Stop the Fan and proceed to Step 17.
If using a DG700, proceed to Step 17 A1
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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17. Conduct room by room inspection with blower door running
A. Use Fan Speed Controller to depressurize house to -50PA
1) Disconnect manometer from hoses – leave speed controller to run the blower door
2) Attach short hose to INPUT-A port
B. Using smoke stick or hand, identify significant leakage between conditioned space &:
1) the attic (including kneewalls)
2) the cellar/crawl,
3) exterior walls
4) attached garage
C. Using manometer, isolate pressure differentials between zones
1) Conditioned space to garage
2) Conditioned space to attic
3) Conditioned space to unfinished basement or crawlspace
4) Recommend air sealing priorities & tell Proctor how you would air seal
18. Duct Sealing Analysis
A. While blower door is running, conduct duct leakage location diagnostics
B. Use pressure pan at various supply & return registers
C. If the ΔP is >3 PA, or if the average of all register is >1 PA, duct sealing opportunities exist (if
duct is outside the conditioned space & accessible)
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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BPI Building Analyst – Required Field Exam TASKS
Fuel Delivery
Correctly inspect gas/propane system for leaks/potential problems
a. Calibrate combustible gas detector (CGD) outside
b. Check appropriate locations with appropriate speed
c.
Mention method of verifying significant gas/propane leak (bubble solution)
Combustion Safety Tests
Correctly identify heating/cooling system types
Visually inspect venting system for problems
a. Determine condition accurately
Correctly set up for natural conditions
Correctly record pressure differential in the CAZ prior to turning on exhaust appliances
Correctly set up home in worst case condition
a. All exhaust appliances running
b. Correct door closures
c.
Check air handler operation impact accurately
Correctly check for worst case spillage in heating system
Correctly determine if the appliance passes the spillage test
Correctly check for worst case spillage in the domestic water heater
Correctly determine if the appliance passes the spillage test
CO Testing
Correctly test ambient CO indoors compared to outdoors
Correctly measure heating system flue gas CO during combustion safety testing
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)
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Correctly measure domestic water heater flue gas CO during combustion safety testing
Appropriately apply BPI action levels based on test results for CO in flue
Correctly monitor ambient CO levels in the CAZ during entire combustion safety testing
Correctly test for CO in oven
Heating System Distribution (Hydronic and Forced Air)
Properly identify supplies and returns on hydronic systems
Properly identify supplies and returns on ducted distribution systems
Infiltration Evaluation
Combustion appliances set to pilot or disabled
Properly set up the blower door frame/shroud/fan
Properly set up the manometer
Properly setup house for testing
Correct measure baseline pressure differential
Accurately measure CFM50
Correctly measure existing ventilation fan flow
Conduct sample room by room inspection with blower door running
Correctly demonstrate usage of the pressure pan
Domestic Water Heater Inspection
Correctly identify type of domestic water heater
Accurately determine condition of basic safety controls
BPI ANALYST PROFESSIONAL FIELD EXAM - DETAILED CHECKLIST & REQUIRED TASKS (REVISED JULY 2016)