July 2017 Edition
for Managing the Low-Income Weatherization Program
Cross References: The small exhibit numbers (i.e. (Ex 1.1.A)) following titles are the old Wx exhibit numbers, for reference.
Acronyms July 2016
Definitions July 2017
Chapter 1 Eligible Clients
Section 1.1 Qualifying Clients
Section 1.2 Enrolling Clients
Exhibit 1.2.3A Percent of Native American Low-Income Households (Ex 1.1.A) July 2016
Section 1.3 Documenting Eligible Clients
Exhibit 1.3.1A Income and Residence Verification Checklist (Ex 1.4.1A) July 2016
Exhibit 1.3.1B Household Information Form (LIHEAP Ex 501) July 2017
Exhibit 1.3.1C Household Member and Income Information Form (Ex 1.4.1A) July 2016
Exhibit 1.3.1D Declaration of No Income (LIHEAP Ex 504D) July 2016
Exhibit 1.3.1E Sample Wx Program Utility Info Release Waiver(Ex 2C) July 2016
Exhibit 1.3.1F Qualified Alien Documents July 2016
Exhibit 1.3.3A Wx Program Property Owner/Agency Agreement (Ex 1.4.1A) July 2016
Exhibit 1.3.3B Wx Program Property Owner/Agency Agreement
For Multi-Family Buildings (Ex 1.4.1B) July 2016
Exhibit 1.3.3B Wx Program Rental Property Owner/Agency Agreement
(not included) October 1, 2017
Exhibit 1.3.3C Owner-Agency Agreement & WAP (Ex 1.4.1C) July 2016
Exhibit 1.3.3D Tenant Rights & WAP (Ex 1.4.1D) July 2016
Section 1.4 Benefits and Contributions
Exhibit 1.4.1 Accrual of Benefits July 2017
Chapter 2 Eligible Dwellings
Section 2.1 Dwelling Types
Exhibit 2.1.4A Wx Assistance Program Application for
Shelters, Group Homes, and Transitional Facilities (Ex 1.7A) July 2016
Exhibit 2.1.6A Historic Preservation Programmatic Agreement July 2016
Exhibit 2.1.6B Historic Preservation Checklist (Ex 1.9A) July 2016
Section 2.2 Documenting Eligible Dwellings
Chapter 3 Policies Moved - No Exhibits
Chapter 4 Complaints and Dispute Resolution
Exhibit 4A Sample Dispute Resolution Flow Chart April 2009
Exhibit 4B Client Complaint Form April 2009
Exhibit 4C Service Review Request April 2009
Exhibit 4D Dispute Resolution Fact Sheet April 2009
Exhibit 4E Dispute Resolution Resources April 2009
Chapter 5 Providing Weatherization Services
Exhibit 5.1A(1) Priority List Calculation Sheet – Site Built Aug 18, 2015
Exhibit 5.1A(2) Priority List Calculation Sheet – Mobile Home Aug 18, 2015
Exhibit 5.1A(3) Climate Zone Map and Tables July 2015
Exhibit 5.1A(4) Priority Lists July 2017
Exhibit 5.1A(5) Deleted
Exhibit 5.1A(6) Statewide Average Costs Aug 18, 2015
Exhibit 5.1B WxM Ancillary Items, WRR and H&S July 2015
Exhibit 5.1.3A Solid Fuel Burning Appliance Systems Supplemental Audit April 2009
Exhibit 5.1.6A Economic Analysis of Refrigerator Replacement April 2009
Exhibit 5.1.8A Certificate of Insulation April 2009
Exhibit 5.3.1A Combustion Safety Test Report Oct 20, 2016
Exhibit 5.3.1A(2) Daily In-Progress Combustion Safety Test Report July 2015
Exhibit 5.3.1B Combustion Safety Technical Support Document July 2013
Exhibit 5.4.4 Floor Support Matrix July 2015
Exhibit 5.5A Weatherization Deferral Form April 2009
Exhibit 5.S1 MOLD Assessment and Release Form April 2009
Exhibit 5.S2 Pollution Source Survey April 2009
Exhibit 5.S3A Diagnostic Test Report July 2016
Exhibit 5.S3B Diagnostic Technical Support Document July 2017
Exhibit 5.S5 ASTM E 84, Flame Spread and Smoke Development April 2009
Exhibit 5.S6 Deleted July 2013
Exhibit 5.S7A Work Order for Cleaning and Tuning Electric Furnaces April 2009
Exhibit 5.S7B Work Order for Cleaning and Tuning Gas Furnaces April 2009
Exhibit 5.S7C Work Order for Cleaning and Tuning Oil Furnaces April 2009
Exhibit 5.S7D Work Order for Oil Retrofit April 2009
Exhibit 5.S8 Safety Label for Domestic Water Heaters April 2009
Exhibit 5.S9 Cost Effective Guidelines Example July 2016
Exhibit 5.S10 Standards for Weatherization Materials April 2009
Chapter 6 Allowable Costs
Exhibit 6 Fund Matrix July 2016
Exhibit 6.1 Wx Program Fiscal Definitions July 2012
Exhibit 6.5A Training and Technical Assistance Expense Form April 2009
Exhibit 6.5B Peer Exchange Proposal Form April 2009
Exhibit 6.6A Equipment Purchase Request/Approval Form July 2012
Exhibit 6.6B Equipment Reserve Fund Application April 2009
Exhibit 6.7 Weatherization Grant Budget Change Request Form Sep 19, 2016
Chapter 7 Quality Assurance
Exhibit 7.1 Quality Control Inspection (QCI) Form July 2017
Chapter 8 Program Management, Administration, and Reporting
Exhibit 8.3A Sample Weatherization Contract Face Sheet April 2009
Exhibit 8.3B Example Exhibit A (Applicable Terms and Conditions) April 2009
Exhibit 8.3C Sample Weatherization Contract Amendment Face Sheet April 2009
Exhibit 8.3D Signature Authority April 2009
Exhibit 8.4A Certification Regarding Debarment, Suspension, or Ineligibility and Voluntary Exclusion –Primary Tier Covered Transactions April 2009
Exhibit 8.4.1A Property Owner Release Form April 2009
Exhibit 8.5A Federal Certification Regarding Lobbying April 2009
Exhibit 8.6A Working Capital Advance - CMS Portal via SAW July 2017
Exhibit 8.7A Request for Reimbursement (A19) - CMS Portal via SAW July 2017
Exhibit 8.8A Sample Final Contract Closeout Report (Forms 1-6) July 2017
Exhibit 8.8B Sample Weatherization Contract Closeout Checklist July 2017
Exhibit 8.12.1A Equipment/Vehicle Disposition Form April 2012
Chapter 9 Health and Safety
Exhibit 9.1.4 Confined Space Evaluation Form, example July 2016
Exhibit 9.3 Mechanical Ventilation Worksheet (MVW) July 2017
Exhibit 9.3(2) MVW – Intermittent Fan Flow Calculator July 2014
Exhibit 9.3A MVW – Technical Support Document July 2014
Exhibit 9.8A Pre-Renovation Form July 2016
Exhibit 9.8B Test Kit Documentation Form July 2016
Exhibit 9.8C Renovation Recordkeeping Checklist July 2016
Exhibit 9.9 Asbestos Standard Operating Procedures July 2012
References April 2009
AAA American Arbitration Association
ACEEE American Council for Energy Efficient Economy
ACF Administration for Children and Families
ANSI American National Standards Institute
BPA Bonneville Power Administration
BPC Building Performance Center
BPI Building Performance Institute
CAA Community Action Agency
CAP Community Action Program
CAT Computerized Audit Tool
CFL Compact Fluorescent Light Bulb
CFR Code of Federal Regulations
CIAP Comprehensive Improvement Assistance Program (under HUD)
CO Carbon Monoxide
CPA Certified Public Accountant
CTED Community, Trade and Economic Development (Washington State Department of) now known as Department of Commerce (Commerce)
DAHP Department of Archaeology and Historic Preservation
DOE Department of Energy (United States Department of)
DRC Dispute Resolution Center
DSHS Department of Social and Health Services (Washington State Department of)
EOW Energy OutWest
EPA Environmental Protection Agency (United States Department of)
GA General Assistance
GAO General Accounting Office
H & S Health & Safety
HHS Health and Human Services (United States Department of)
HRRP Home Repair and Rehabilitation Program
HUD Housing and Urban Development (United States Department of)
IAQ Indoor Air Quality
IGR Independent Group Residence
IRC International Residential Code
IRS Internal Revenue Service (United States Department of)
LIHEAP Low-Income Home Energy Assistance Program
LSW Lead Safe Weatherization
MM Matchmaker, formerly Energy Matchmaker (EM)
MVL Minimum Ventilation Level
NEC National Electrical Code
NHPA National Historic Preservation Act
NPS National Park Service
O & M Operations & Maintenance (PSE Program)
OMB Office of Management and Budget (Federal)
OSHA Occupational Safety and Health Administration
PCR Peer Circuit Rider
POI Pollution Occurrence Insurance
PSE Puget Sound Energy
QCI Quality Control Inspector
RCW Revised Code of Washington
SIR Savings-To-Investment Ratio
SSI Supplemental Security Income
T & TA Training & Technical Assistance
TANF Temporary Assistance for Needy Families
TREAT Targeted Residential Energy Analysis Tools
UCC Uniform Commercial Code
UL Underwriters Laboratories
USDA United States Department of Agriculture
WAC Washington Administrative Code
WAP Weatherization Assistance Program
WAPTAC Weatherization Assistance Program Technical Assistance Center
WISHA Washington Industrial Safety and Health Act
WPN Weatherization Program Notice
WWW World Wide Web
Wx or WX Weatherization
Low-Income Weatherization Program
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Please see the Department of Energy’s 10 CFR Part 440, Final Rule, for additional definitions.
Acceptable Indoor Air Quality
Air toward which a substantial majority of occupants express no dissatisfaction with respect to odor and sensory irritation and in which there are not likely to be contaminants and concentrations to be a known health risk.
Problems observed during monitoring inspections that need to be corrected, such as a plumbing leak that needs repair to protect the under-floor insulation.
Heating facilities are considered adequate if they are capable of maintaining a room temperature of 65 degrees F in all habitable rooms and bathrooms when the outside design temperature is reached.
Costs associated with agency level functions, but not directly associated with a program. These agency level functions include, but are not limited to: planning, budgeting and accounting, and establishment and direction of local agency policies, goals, and objectives.
Department of Commerce (Commerce), Housing Improvements and Preservation Unit.
An air conditioner (often referred to as AC) is a home appliance, system, or mechanism designed to dehumidify and extract heat from an area.
Care should be taken when deciding to provide air filters/purifiers. Depending on the application, air purifiers can have limited to no effectiveness. Some air purifiers can produce levels of ozone, which can be harmful to an occupant’s health. For each Wx+H project an analysis should be conducted on the anticipated outcome for the cost of the air purifier.
A steel cabinet containing a blower with cooling and heating coils connected to ducts, which transport indoor air to and from the air handler.
Sealing of the building envelope with materials that stop or prevent air leakage into or through a dwelling unit.
Ambient CO Level
The level of CO measured within the dwelling unit, but not within the exhaust flue.
Items necessary for the proper installation of weatherization materials. Ancillary item refers to small items such as hardware, nails and screws, other fasteners, adhesive, sealant, etc, and not large-ticket items such as dry walling, roof and floor decking, rough framing, etc. (the latter are incidental repairs). Ancillary items are items required by materials manufacturers, general construction, and Weatherization Assitance Program (WAP) field standards to achieve a finished product in a typical installation where no unusual or extensive repairs are needed. The costs of ancillary items and installation are to be included within the cost of the individual Wx Measure (WxM) when calculating the Savings to Investment Ratio (SIR) for the individual WxM. Although the WAP requires the use of appropriate, durable ancillary materials, standards for ancillary items are typically not listed in 10 CFR Part 440,
Submission of a dispute to one or more impartial persons for a final and binding decision. Through contractual provisions, the parties may control the range of issues to be resolved, the scope of relief to be awarded, and many procedural aspects of the process. Under Chapter 7.04 RCW, all arbitrations are final and binding unless there is either arbitrator misconduct or the arbitrator obviously disregards the law.
Asbestos-containing material (ACM)
Any material containing more than one percent (1%) asbestos.
The person that identifies health, safety, durability, and energy conservation issues, problems, or opportunities in buildings. An Energy Auditor for the Wx Program must be certified as either a Building Analyst (BA) or a Quality Control Inspector (QCI) by the Building Performance Institute (BPI).
Average Cost Per Unit (ACPU)
See also Building Cost
The Department of Energy (DOE) sets the Adjusted Average Cost per Dwelling Unit for each Program Year (PY) in the Weatherization Grant Guidance Weatherization Program Notice (WPN). The “average cost per unit” (ACPU) must be at or below this figure at the end of each program year.
Budget Categories included in DOE ACPU: Weatherization Measures Installed Measure Costs, Weatherization-Related Repair Measures Installed Measure Costs, Program Support Costs (Audit and Inspection costs, Consumer Conservation Education Costs, and the cost to carry out Low-Cost/No-Cost Weatherization activities), and Vehicle and Equipment Costs.
Budget Categories NOT included in DOE ACPU: Administration, Health & Safety Measures, Other Program Operations (Liability Insurance, Leverage Assistance, and Financial Audits), Training and Technical Assistance, and Special Project Costs.
Continuous spillage of combustion gases from a combustion appliance.
Background CO level
The naturally occurring level of CO measured outside of the dwelling unit.
Materials used to maintain ventilation openings and minimum clearance requirements.
Those energy costs associated with a building's operation excluding costs associated for heating/cooling.
Any room containing a bathtub, a shower, a spa, or a similar source of moisture.
Bathroom ½ (Half-Bath)
A room containing a sink and a toilet. This does not require additional mechanical ventilation.
A metal spring, lever, or disc made of two dissimilar metals that expand and contract at different rates as the temperature around them changes. This movement operates a switch in the control circuit of a heating or cooling device.
Any Wx measure where installation labor and measure costs are paid for with any combination of Commerce-administered Wx funds (DOE, BPA, LIHEAP, and MM) and utility funds (or other non-Commerce-administered funds).
Any Wx project where installation labor and measure costs are paid for with any combination of Commerce-administered Wx funds (DOE, BPA, LIHEAP, and MM) and utility funds (or other non-Commerce-administered funds).
Building diagnostic equipment used to measure and locate air leaks through windows, doors, and other places in a dwelling unit. It consists of a large board or hood that blocks the front door of the dwelling unit, a powerful fan, and gauges.
Blower Door Test
A test to determine the air leakage in a dwelling unit. It uses a variable-speed fan to pressurize or depressurize a dwelling unit. The pressure difference between the inside and outside air at various fan-induced pressures is measured. These readings are used to determine features such as the leakiness or the natural air change rate of the dwelling unit.
British thermal unit (Btu)
The quantity of heat required to raise the temperature of one pound of water one degree Fahrenheit.
Building Airflow Standard (BAS)
The calculation used to determine the target level of airflow in a dwelling unit that should be achieved by mechanical or natural ventilation at the completion of weatherization, measured in CFM50 (i.e., CFM measured at 50 Pascals pressure difference).
See also Average Cost Per Unit (ACPU)
All costs associated to a specific building, including Weatherization and Weatherization-Related Repair Installed Measure Costs and Program Support Costs.
The following costs are NOT included in Building Costs: Administration, Health and Safety Measure Costs, Other Program Costs (Financial Audits, Liability Insurance, and Leveraging Costs), Training and Technical Assistance Costs, and Special Project Costs.
An authorization issued by county, city, or state officials allowing a specific type of construction at a particular location.
A building's exterior envelope, consisting of the walls, floor, and roof of a building.
Building Tightness Limit (BTL)
See Building Airflow Standard (BAS)
A device that facilitates the burning of a fossil fuel like gas or oil.
Holes, openings, and chase-ways typically found around chimneys, plumbing, and electrical penetrations in attics and crawlspaces that allow conditioned air to escape or unconditioned air to enter a dwelling unit.
Carbon Monoxide (CO)
An odorless and poisonous gas produced by incomplete combustion.
The amount of weight in pounds per square foot a ceiling is designed to support.
The file that contains documents, electronic records, or file references specific to the work on an individual dwelling unit. All information must be readily available for monitor, inspector, or auditor review.
Closed Top Dam
A fixture that is dammed with a metal, sheetrock, or other non-combustible material that extends at least 24 inches above the fixture and has a cover over the top that will prevent insulation from entering inside the dammed area.
A dwelling unit that meets the definition of a Completed Unit, all financial transactions are complete, and the file is closed.
See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers
Special pay while serving in a combat zone.
Air that chemically combines with a fuel during combustion to produce heat and flue gases, mainly carbon dioxide and water vapor.
A device used to measure steady-state efficiency of combustion heating units.
Any liquid, gas, or solid-fuel burning appliances, including water heaters, wood stoves, ranges, ovens or stovetops, furnaces, boilers, space heaters, fireplaces, fireplace inserts, and gas logs.
Combustion Appliance Zone (CAZ)
The physical area in which the combustion appliance is located; usually contained by a door or an access closure.
Combustion Safety Diagnostic Testing
Use of a digital and calibrated manometer to read pressure differentials and CO levels under a variety of natural and created conditions to assist in diagnosing airflow and draft dynamics in a combustion appliance.
Commerce-Administered Utility Funding
Any funds from a utility that Commerce administers for the Wx Program. Treat these funds from a utility as Utility Funding when determining the type of project and measure described in this memo.
Commerce-Administered Wx Funding (DOE, BPA, LIHEAP, and MM)
Any funds from the Department of Energy, Bonneville Power Administration, Low-Income Housing Energy Assistance Program, and Matchmaker that Commerce administers for the Wx Program.
Compact Fluorescent Light Bulb
A light bulb designed to replace screw-in incandescent light bulbs, they are often found in table lamps, wall sconces, and hall and ceiling fixtures of commercial buildings with residential type lights. They combine the efficiency of fluorescent lighting with the convenience of standard incandescent bulbs. Light is produced the same way as with other fluorescent lamps. Compact fluorescent bulbs have either electronic or magnetic ballasts.
Competent Person – Asbestos
In addition to the definition in WAC 296-62-07728, one who is capable of identifying existing asbestos hazards in the workplace and selecting the appropriate control strategy for asbestos exposure, who has the authority to take prompt corrective measures to eliminate them as specified in WAC 296-62-07728. The competent person shall be certified as an asbestos supervisor in compliance with WAC 296-65-030(3) and 296-65-012 for Class I and Class II work, and for Class III and Class IV work involving 3 square feet or 3 linear feet or more of asbestos-containing material. For Class III and Class IV work, involving less than 3 square feet or 3 linear feet, the competent person shall be trained in an operations and maintenance (O&M) course which meets the criteria of EPA (40 CFR 763.92(a)(2)).
Competent Person – Confined Space
One who is capable of identifying existing and predictable hazards in the surroundings or working conditions within a confined space which are unsanitary, hazardous, or dangerous to employees, and who has authorization to take prompt corrective measures to eliminate them (29 CFR 1926.32(f)).
See also DOE Completed Unit
A dwelling unit that meets the definition of a Weatherized Unit, has passed final inspection and is certified as complete. Units that receive only low-cost/no-cost services may not be counted as completed units in the Weatherization Information Data System (WIDS).
Comprehensive Cleaning (one time)
Single instance of comprehensive house cleaning including carpet shampooing, industrial vacuuming, and garbage removal. Other activities must be approved by the Matchmaker Program Manager.
Computerized Audit Tool
Energy use analysis software approved by the Department of Energy for use in determining cost-effective conservation measures.
An intentionally heated or cooled basement.
A space large enough and arranged so an employee could fully enter the space and work, has limited or restricted means for entry or exit, and is not designed for continuous occupancy. Confined spaces include, but are not limited to, tanks, vessels, silos, storage bins, hoppers, vaults, excavations, and pits.
Consumer Conservation Education Costs
Costs included in Program Support to provide consumer conservation education to clients including, but not limited to, energy efficiency, safety hazards, and the proper operation of equipment, including the operation, testing, and battery replacement of smoke detectors.
Any agency administering the weatherization program and its subcontractors.
A Savings-to-Investment Ratio (SIR) of 1.0 or greater. See Savings-to Investment Ratio (SIR).
Replacing or adding ground cover and installing crawlspace ventilation. Other installations or actions must be approved by the Matchmaker Program Manager.
Materials used to prevent insulation from spilling or spreading to areas that may cause moisture, combustion, or ventilation problems.
A device that measures energy consumption over a given time period, typically in Kilowatt/hours, and often used to determine the energy consumption of refrigerator and freezer units.
Noncompliance issues that are of secondary concern, such as, small file omissions (no date on form), procedural items that can be quickly or easily corrected, or a finding in work quality that is easily correctable and does not significantly impact the overall results of work performed (for example, failure to wrap the first five feet of water pipe from the water heater).
Cause to have a lower pressure or vacuum with respect to a reference of a higher pressure.
Use of a digital and calibrated manometer to read pressure differentials under a variety of natural and created conditions to assist in diagnosing airflow and ventilation dynamics in a dwelling unit.
Air that enters through the dilution device; an opening where the chimney joins to an atmospheric-draft combustion appliance.
A draft diverter or barometric draft control on an atmospheric-draft combustion appliance.
Direct-vented Combustion Appliance
An ANSI Category I appliance. An appliance that operates with a non-positive vent static pressure and with a vent gas temperature that avoids excessive condensate production in the vent. Combustion air is supplied from outdoors directly to combustion chamber.
A physical or mental condition that substantially limits one or more major life activities. There are several definitions of disability in the law. Each definition emphasizes some aspects of the condition and is specifically tailored to delineate the scope of a legal right under various public programs. See Persons with Disabilities.
DOE Completed Unit
See also Completed Unit
A dwelling unit that meets both the definition of a DOE Weatherized Unit and has DOE funds used directly on it must be counted as a DOE Completed Unit.
DOE State Plan
A yearly document prepared for DOE by Commerce that describes the weatherization program and the rules and responsibilities of Commerce and its contractors. The plan is distributed to Contractors and interested parties.
DOE Weatherized Unit
See also Weatherized Unit
From WPN 05-1, 2004 (p. 26):
To assist State and local agencies in determining what a DOE weatherized unit is, DOE offers the following definition. A DOE Weatherized unit is: A dwelling unit on which a DOE-approved energy audit or priority list has been performed. As funds allow, the appropriate measures installed on this unit have an SIR of 1.0 or greater, but also may include any necessary energy-related health and safety measures. The use of DOE funds on this unit may include but are not limited to auditing, testing, measure installation, inspection, use of DOE equipment, vehicles, or DOE provides the training and/or administration. Therefore, a dwelling unit that meets both the definition of a DOE weatherized unit and has DOE funds used directly on it must be counted as a DOE completed unit.
Note: The above definition is not intended to impede or otherwise cause difficulties to states and local agencies that have entered into a leveraging partnership where other sources of funds are involved. If there is uncertainty in determining how best to account for the completed weatherized units under such an arrangement, contact your respective Regional Office for guidance.
Dominant Duct Leakage Testing
A test performed with the air handler running, indicating which is the leakier side of the furnace distribution system (the supply side or the return side).
A device located in gas appliance chimneys that moderates draft and diverts down drafts that could extinguish the pilot or interfere with combustion.
Dust Mite Cover
An allergy-proof bedding cover barriers with a mean pore size diameter below 10 microns. These covers are the most effective barriers against pet dander, dust mites, bed bugs, and other harmful allergens.
A house, including a stationary mobile home; an apartment; or a room in a group residential facility, including a shelter, group home, or transitional facility.
Income from salaries or wages.
A person who is 60 years of age or older.
Minor: Electrical repairs required for health and safety with small material costs including, but not limited to: open splices, non-conforming wiring, missing junction boxes (j-box), j-box covers, outlet/switch/blank cover plates, gfci, pigtails, and replacing breaker.
Major: Electrical repairs required for health and safety with large material costs including, but not limited to: upgrading circuits, replacing electrical panel, increasing electrical service, and completely rewiring.
Eligible Household Member
Per 62 FR 61344-61416, an eligible household member must be a U.S. citizen or “qualified alien.” Each household member’s citizenship status must be documented.
A facility that provides temporary or transitional shelter for homeless people.
On-site evaluation performed by trained auditors of a dwelling unit’s physical and operating characteristics, and its energy uses and processes.
A Department of Energy designation for products and materials that meet certain established energy efficiency requirements.
Exterior Wall Plate
The bottom framing member of a wall system that lies flat on the exterior perimeter of the foundation and to which wall studs are fastened.
Housing designed for human occupancy such as a single-family dwelling. The structure of any room is entirely or substantially prefabricated or assembled at a place other than a building site. It may also include a component. A factory-built house is also referred to as a "modular" structure. Factory-built housing does not include manufactured (mobile) housing. (See RCW 43.22.450(3)).
A bimetal thermostat that turns the furnace blower on and off as it senses the presence of heat.
Financial Audit Costs
Costs for a financial audit in compliance with Section 6.8, Audits.
The flame spread index and smoke development index obtained by ASTM E 84 test method for surface burning characteristics of building materials.
When replacing flooring install hard surface flooring. Conduct an analysis to how much of the home’s flooring should be replaced to benefit the client. Non-hard surface flooring replacements must be approved by the Matchmaker Program Manager.
A channel for combustion gases.
Any gaseous fuel.
General Heat Waste Reduction List
A State-approved table that establishes non-insulation energy conservation measures. All measures on this list are presumed cost effective and shall be installed as applicable to the extent funding allows. Total General Heat Waste Reduction material and labor cost must be <$250 per unit. (See Exhibit 5.1A(2), page 2, General Heat Waste Reduction List.)
Green Cleaning Kit
Local agencies must choose products that are biodegradable and non-toxic – this ensures that they’ll break down into the soil and won’t be hazardous. All products must be certified by Green Seal and have less than 10% VOC concentration.
Hardwired Detector (or Hardwired Fixture)
A detector or fixture that is directly and permanently wired into a dwelling unit's electrical system.
Health & Safety Measures
Energy-related measures and repairs necessary to eliminate hazards within a structure, which by their remedy, allow for the installation of weatherization materials. Energy-related health and safety measures and repairs are intended to protect building occupants and workers.
See WPN 11-6 pg 2, Guidance
Health & Safety Measures Costs
The Installed Measure Costs for energy-related measures and repairs necessary to eliminate hazards within a structure, which by their remedy, allow for the installation of weatherization materials. Energy-related health and safety measures and repairs are intended to protect building occupants and workers. See WPN 11-6 pg 2, Guidance
A very small electric heater in a thermostat that causes the thermostat to turn off before room temperature reaches the thermostat setting, so that the house does not overheat from heat remaining in the furnace and ducts after the burner shuts off.
The number of degrees of temperature increase that air is heated as it is blown over a heat exchanger. (Heat rise equals supply temperature minus return temperature.)
Heated Floor Area
The horizontal projection of that portion of interior space which is contained within exterior walls and which is conditioned directly or indirectly by an energy-using system, and which has an average height of five feet or greater.
Heating Degree Day
Each degree that the average daily temperature is below the base temperature (usually 65 degree F) constitutes one heating degree day.
Any component of a residential space heating system which distributes heat (duct work, air handler, baseboard, pipes, or radiators), generates heat or controls combustion (furnace, boiler, space heater, or safety controls), ventilates products of combustion (flue, vent pipe, and chimney), and stores and supplies fuel for the heating system (tank or fuel line).
HEPA Vacuum Cleaner
Vacuum cleaners delivered in the Weatherization + Health program must be tested and approved under Carpet and rug Institute (CRI) Seal of Approval / Green Label program or deemed equivalent, with prior written Commerce approval. For example, many vacuums in the CRI SOA/GL program are not HEPA filter units, yet are very effective at dust containment. HEPA filters may add additional cost to the overall operational cost of the vacuum.
HEPA/MEPA Furnace Filter
Install only HVAC filters that are rated MERV 8 or higher according to ASHRAE 52.2-2007 (at approximately 295 fpm). True HEPA filters are typically rated MERV 17 to 19.
From the EPA: True HEPA filters normally are not installed in residential HVAC systems; installing a HEPA filter in an existing HVAC system would probably require professional modification of the system. A typical residential air-handling unit and the associated ductwork would not be able to accommodate such filters because of their size and increased airflow resistance. Some residential HVAC systems may not have enough fan or motor capacity to accommodate higher efficiency filters.
Do not install any air-cleaning equipment designed to produce ozone (i.e., ozone generators).
A bimetal thermostat that turns the heating element of a furnace off if it senses a dangerously high temperature.
High Residential Energy User
A low-income household whose residential energy expenditures exceed the median level of residential expenditures for all low-income households in the State. The median level is $900. The annual energy expenditures of high residential energy users are greater than $900 (>$900).
The difference in pressure between the indoors and outdoors measured by a manometer.
A group of individuals living in a dwelling unit.
Household with a High-Energy Burden
A low-income household whose residential energy burden (residential expenditures divided by the annual income of that household) exceeds the median level of energy burden for all low-income households in the State. The median level is eight percent (8%). The annual energy burden of households with high-energy burden is greater than eight percent (>8.0%).
HVAC System Cleaning
Heating, Ventilation, and Air-Conditioning (HVAC) System Cleaning includes HVAC equipment (furnace filter replacement-washable or disposable; clean and tune), woodstove and woodstove chimney, ventilation distribution and ductwork systems. Agencies should evaluate whether it is truly necessary to and beneficial to conduct a full duct cleaning by a National Air Duct Cleaners Association (NADCA) certified firm.
A fixture that is rated and labeled for coverage with insulation.
Inch of Water
Small air pressure differences caused by wind, blower doors, furnace fans, and chimneys are measured in inches of water (in.-H20) in the American measurement system.
See Weatherization-Related Repairs.
Indoor Air Quality
See Acceptable Indoor Air Quality.
The rate at which an energy-using device consumes electricity or fossil fuel.
The person that conducts a quality assurance review of work completed on Wx projects and ensures all measures installed meet specifications. An Inspector performing final inspections for the Wx Program must be certified as a Quality Control Inspector (QCI) by the Building Performance Institute (BPI).
Physical labor to set product in position or adjust for use. Excludes program support activities such as inspecting and auditing.
Installed Measure Costs
Contractor: Verifiable contractor costs (including material and labor costs) to install Weatherization (Wx) Measures, Health and Safety (H&S) Measures, or Weatherization-Related Repair (WRR) Measures (total contractor bill).
Crew: Verifiable material and labor costs to install Wx Measures, H&S Measures or WRR Measures.
The person installing a weatherization measure.
A material with high resistance (R-value) to heat flow that when placed in the walls, ceiling or floors of a building will reduce the rate of heat flow. In buildings, insulation usually refers to material placed between the interior of a building (in the roof below the waterproofing layer or in the ceiling of the top floor in the building or between the exterior and interior walls of a building) and the outdoor environment to reduce the rate of heat loss to the environment or heat gain from the environment. Some commonly used materials for home insulation are fiberglass, cellulose, rock wool, and styrofoam. The resistance to heat flow is provided by the many small dead air spaces between the fibers or particles. Insulation comes in a variety of forms; blankets, or batts, foam, boards, or small loose pieces. See R-value.
Intermittent Ignition Device
A device that lights the pilot light on a gas appliance when the control system calls for heat thus saving the energy wasted by a standing pilot.
A window consisting of several slats of glass that open simultaneously by means of a crank (similar to Venetian blinds).
A short vertical wall in a story and a half dwelling unit.
Knob and Tube Wiring
A wiring method used primarily from 1900 to 1930, characterized by the use of two parallel wires supported on insulated glass or porcelain knobs and tubes.
The cost of construction to install weatherization materials including wage, fringe, and tax.
Lead Based Paint
Paint that contains one (1.0) milligram per square centimeter or 5000 micrograms per gram or 0.5 percent lead by weight.
Lead De-minimus Level
The amount of disturbed lead based paint area of a given painted surface which does not exceed six (6) square feet per room of interior surfaces or 20 square feet of exterior surfaces.
Lead Level 1 Containment
Methods that prevent dust generation and contains all debris generated during work process. The containment establishes the work area which must be kept secure. At a minimum, this may include: Use of hand tools; Working wet (water mist or foam); Shrouded power tools; “Bubble dust bags;” Catchment poly bags; Placing 6 mil polyethylene sheeting immediately below the work area.
Lead Level 2 Containment
Methods that define a work area that will not allow any dust or debris from work area to spread. Requires the covering of all horizontal surfaces, constructing barrier walls, sealing doorways and windows, covering HVAC registers, etc. to prevent the spread of dust and debris.
Lead Safe Weatherization (LSWx)
Work protocols to reduce and control the amount of lead dust and paint chips generated when disturbing surfaces that may have lead based paint.
Lead Safe Weatherization Worker (Certified)
Worker that has completed the Lead Safe Weatherization and Work Practices based on the Montana State University (MSU) curriculum, and is a Renovation, Repair, and Painting Certified Renovator.
Funds that are not from the following sources: Bonneville Power Administration (BPA), United States Department of Energy (DOE), Matchmaker (MM), or United States Department of Health and Human Services (HHS).
Funds used for leveraging activities in accordance with the 10 CFR 440.14(b) (9) (xiv), such as utility funds.
Liability Insurance Costs
Costs for insurance policies to cover local agencies for regular liability with General Liability Insurance and specific health and safety issues with Pollution Occurance Insurance (POI).
A community-based agency, nonprofit agency, local government, or tribe that carries out the objectives of the low-income weatherization program.
Program term for relatively inexpensive conservation devices that can be easily installed by the weatherization client, (i.e., compact fluorescent bulbs, low-flow shower heads and aerators and door weather-stripping).
Low-cost, No-cost Costs
Costs included in Program Support to carry out Low-Cost/No-Cost weatherization activities providing relatively inexpensive conservation devices that can be easily installed by the weatherization client, (i.e., compact fluorescent bulbs, low-flow shower heads and aerators, and door weather-stripping).
Weatherization Measures (energy efficiency measures) listed in the Priority List.
Air supplied to a space to replace exhausted air.
Measuring device for small gas pressures.
A single-family dwelling built according to the United States department of housing and urban development manufactured home construction and safety standards act, which is a national preemptive building code. A manufactured home also: (a) Includes plumbing, heating, air conditioning, and electrical systems; (b) is built on a permanent chassis; and (c) can be transported in one or more sections with each section at least eight feet wide and forty feet long when transported, or when installed on the site, is three hundred twenty square feet or greater.
Master Control System
A living record that tracks inventories of equipment, materials, and supplies including but not limited to: purchases, installations, transfers, and disposals.
The cost of purchase and delivery of weatherization materials.
All consumable products purchased for installation of weatherization measures and related repairs that are kept on hand for future use. Materials may include insulation, caulk, wood, glass, heating/ventilation components, hardware, and related supplies.
Mechanical Air Changes
The number of air changes per hour occurring in a dwelling unit as a result of air movement that is assisted with mechanically operated fans.
Mechanical Ventilation (exhaust only)
Follow specifications in ASHRAE 62.2.2013 and see Policy 9.3, Indoor Air Quality – Mechanical Ventilation.
A process whereby a neutral person assists disputing parties in reaching a mutually acceptable resolution. Process is outside the court system and not legally binding. See Arbitration.
Minimum Ventilation Level (MVL)
See Building Airflow Standard (BAS)
A factory-built dwelling built prior to June 15, 1976, to standards other than the United States Department of Housing and Urban Development Code, and acceptable under applicable state codes in effect at the time of construction or introduction of the home into the state. Mobile homes have not been built since the introduction of the United States Department of Housing and Urban Development Manufactured Home Construction and Safety Act.
See Factory-built Housing.
Any condition which, if left unattended will allow moisture in any state (liquid, vapor, or ice) to damage the dwelling structure. Evidence of moisture problems includes, but is not limited to, visible rot, mold, peeling paint, swollen/bulged/soft building materials and/or discoloration of building component surfaces.
Mold and Moisture Reduction
Local agencies may mitigate mold and moisture issues by installing a dehumidifier, dehumidistat, or perform incidental leak repair. Also see Policy 9.6, Biologicals and Unsanitary Conditions, including Mold and Moisture
A mixture of sand, water, and cement used to bond bricks, stones, or blocks together.
A building with two or more attached dwelling units. For data collection purposes, dwellings with two to four units will be considered "small"; dwellings with five or more units will be considered "large."
A person who is of American Indian heritage, is of Alaska Native heritage, or a member of an Indian Tribe.
Natural Air Changes
The number of air changes per hour occurring in a dwelling unit as a result of natural air movement (i.e., without any assistance from mechanical fans).
Net Free Area
The area of a vent after that area has been adjusted for insect screen, louvers, and weather coverings. The free area is always less than the actual area.
Materials that pass the test procedure for defining noncombustibility of elementary materials set forth in ASTM E 136.
A heating device that takes its combustion air from the surrounding room air.
Orphaned Natural Draft Water Heater
A natural draft water heater vented into an oversized chimney.
Other Program Operation Costs
The Program Operation costs NOT included in Building Costs, including Financial Audit Costs, Liability Insurance Costs, and Leveraging Costs.
Oxygen Depletion Sensor (ODS)
A safety device for unvented combustion heaters that shuts gas off when oxygen is depleted.
A unit of measurement of air pressure. See Inch of Water.
Persons with Disabilities
Persons with any disease, disability, or impairment substantially interfering with their ability to function in society. Any medically determinable physical or mental impairment shall qualify if it has lasted for a continuous period of not less than 12 months, or can be expected to last for 12 months, or result in death.
For further direction, refer to Section 7(6) of the Rehabilitation Act of 1973; Section 1614(a) - Section (3)(A) or 223(d) of the Social Security Act; Section 102(7) of the Developmental Disabilities Services and Facilities Construction Act; or Chapter 11 or 15 of Title 38, United States Code.
Individuals with disabilities are defined as persons with a physical or mental impairment that substantially limits one or more major life activities. People who have a history of, or who are regarded as having a physical or mental impairment that substantially limits one or more major life activities, are also covered. Major life activities include caring for one's self, walking, seeing, hearing, speaking, breathing, working, performing manual tasks, and learning. Some examples of impairments which may substantially limit major life activities, even with the help of medication or aids/devices, are: AIDS, alcoholism, blindness or visual impairment, cancer, deafness or hearing impairment, diabetes, drug addiction, heart disease, and mental illness.
Commerce encourages the use of an Integrated Pest Management (IPM) program. The goal of IPM is to control pests by the most economical long term means, and with the least possible hazard to people, property, and the environment. Local Agencies can refer to EPA Pesticide Environmental Stewardship Program (PESP) for additional details. See also Policy 9.11, Pests
The piece of ductwork that connects the air handler to the main supply duct.
Power-vented Combustion Appliance
An ANSI Category IV appliance. An appliance that operates with a positive vent static pressure and with a vent gas temperature that may cause excessive condensate production in the vent.
Prescriptive Air Sealing
Air seal all penetrations bigger than 1/16th inch in diameter; including but not limited to: top plate, chimneys, ducting, exhaust penetrations, plumbing penetrations, electrical penetrations, recessed lights.
A force encouraging movement by virtue of a difference in some condition between two areas.
An air barrier; usually the primary air barrier, most effective when aligned with a thermal boundary.
Pressure Pan Testing
The process of testing air leakage in duct systems using a device to block a duct register while measuring the static pressure behind the device during a blower door test.
Priority Air Sealing
Air sealing that addresses the major and obvious holes in the pressure boundary, typically visible holes in the walls and ceilings of the building envelope.
Priority List of Weatherization Measures
A State-approved table that establishes levels of insulation that may be added to and installed in buildings. See Policy 5.2.4, Priority List.
Private, Federally Subsidized Housing
Units owned by a private developer who received financial benefits from the government to develop the project.
Privately-Owned Subsidized Housing
Units with project-based subsidies.
Program Operations Costs
Costs that can be clearly identifiable with a program. Includes the following costs:
1. Weatherization Measures; 2. Health and Safety Measures; 3. Weatherization-Related Repair (Incidental Repair) Measures; 4. Program Support; 5. Vehicle and Equipment; and
6. Other Program Operations (Financial Audit, Liability Insurance, and Leveraging.)
Program Support Costs
Costs directly associated with the Weatherization program, but not directly associated with a specific Weatherization building, including Audit and Inspection costs, Consumer Conservation Education costs, and cost to carry out Low Cost/No Cost Weatherization activities.
The file that contains documents required for the administration of a weatherization program.
Units owned by a public housing authority where tenants pay a percentage of income for rent and utilities.
A client or household member that meets any of the listed Immigration Statuses and provides the associated verification documentation. See Exhibit 1.3.1F, Qualified Alien Documents for a list of acceptable documents.
Suggestions to assist with compliance of program requirements or to enhance or improve service. These are significantly less serious and may be communicated verbally to the agency during the course of monitoring (on-site technical assistance) or the exit conference.
A travel trailer, motor home, truck camper, or camping trailer that is primarily designed and used as temporary living quarters, is either self-propelled or mounted on or drawn by another vehicle, is transient, is not occupied as a primary residence, and is not immobilized or permanently affixed to a mobile home lot.
The authority having jurisdiction determines correction is required, equipment is unsafe to operate, building is unsafe to occupy, stop work order is issued.
Remove Toxic Household Chemicals
Local agencies must have the owner/tenant approval to remove toxic chemicals from the home. Local agencies must also dispose of toxic chemicals properly.
Air circulating back to the furnace from the house, to be heated by the furnace and supplied to the rooms.
To install or provide materials for a dwelling unit previously weatherized.
Unit of resistance to heat flow, expressed as temperature difference required to cause heat flow through a unit area of a building component or material at a rate of one (1) heat unit per hour. R-value ranges from 1 to 60 that refers to the insulation's ability to resist heat flow, affected by the insulation's coverage, density, and airflow near and through the insulation and water presence within the insulation. See Insulation.
A heater located within a room and used to heat that room.
An individual who lives in an owner-occupied unit or lease-allowed sublet and meets all of the following conditions: makes one fixed monthly payment that includes rent, heat, and other utility costs; can provide a written lease agreement and proof of boarding payment; and is not related to any household member by blood, marriage, or through adoption. Tenants of housing managed by community-based treatment programs and who meet all of the above conditions shall be considered as roomers/boarders. See Household.
Savings-to-Investment Ratio (SIR)
The measurement of how many times an energy retrofit pays for itself during an established lifetime. The ratio is the lifetime savings-to-initial investment. SIR of one or greater indicates cost effective investment.
Sealed Combustion Appliance
An appliance that draws all combustion air from outdoors and has a sealed exhaust system.
Sealed Combustion Heater
A heater that draws all combustion air from outdoors and has a sealed exhaust system.
A structure containing no more than one dwelling unit.
Slip and Fall Prevention
For clients with documented fall injuries, mobility issues, or slip or fall hazards that put them at risk for future injuries, local agencies may install handrails, grab bars, shower mat, or build ramps (limited) or fix irregular steps (limited).
See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers
Solid Fuel Burning Appliance System
Any appliance that burns solid fuel; for example, coal, pellets, and wood.
A free-standing or self-contained unit that: generates and delivers heat to a local zone; may be permanently installed or portable; and is characterized by a lack of pipes or duct work for distributing heat through the building. Examples of individual space heaters include electric baseboards, electric radiant or quartz heaters, heating panels, gas- or kerosene-fired unit heaters, wood stoves, and infrared radiant heaters.
Heating the living spaces of the home with a room heater or central heating system.
The temporary flow of combustion gases from a dilution device.
The draft established in a building from air infiltrating low and exfiltrating high.
Stand-Alone Natural Draft Water Heater
A natural draft water heater vented into a properly-sized chimney in accordance with NFPA 31 for oil-fired units, NFPA 54 for gas-fired units, NFPA 58 for propane-fired units and NFPA 211 for solid-fueled units or the venting tables of a chimney liner manufacturer.
The efficiency of a heating appliance, after an initial start-up period, that measures how much heat crosses the heat exchanger. A combustion analyzer measures the steady-state efficiency.
Steady-state Operating Condition
The typical operating condition of a heating appliance after it has gone through its initial start up period.
An individual, partnership, corporation, or other similar entity that installs weatherization measures and carries liability insurance and assurance bonding for all work performed for local agencies. All entities acting as subcontractors must possess either a state contractor’s or similar license.
Housing for which the monthly shelter costs of the occupants are determined according to income (such as 30 percent of monthly income) and may cover only rent or include some utility costs.
Air that has been heated or cooled and is then moved through the ducts and out the supply registers of a home.
Technical information that is exchanged throughout the course of the monitoring visit. TA may be offered in any area being reviewed, however, often times much of this occurs during the course of inspecting the projects.
The plane of a building envelope where insulation is installed to minimize heat flow, most effective when aligned with a pressure boundary.
Training and Technical Assistance Costs
Costs for Training and Technical Assistance in compliance with Policy 6.5, Training and Technical Assistance.
TREAT: Targeted Residential Energy Analysis Tools
A computerized tool that is used during an energy audit that assists in determining cost-effectiveness of anticipated conservation measures for a dwelling unit.
A basement that is intentionally not heated or cooled.
Unintentionally Conditioned Basement
A basement that is heated or cooled unintentionally; typically getting residual heat or cooling from a conditioned space or from conditioning equipment located in the basement.
Any Wx measure where installation labor and measure costs are fully paid for with utility funds (or any Wx measure where installation labor and measure costs are fully paid for with other than Commerce-administered Wx funds (DOE, BPA, LIHEAP, and MM).
Any Wx project where installation labor and measure costs are fully paid for with utility funds (or any Wx project where installation labor and measure costs are fully paid for with other than Commerce-administered Wx funds (DOE, BPA, LIHEAP, and MM)).
Any funds from a utility.
Materials that are resistant to degradation caused by ultra-violet light rays.
A material that retards the passage of water vapor.
The vent pipe carrying combustion gases from the appliance to the chimney.
Vent Draft Pressure
The pressure in a vent with reference to either the outside or within combustion appliance zone, measured in Pascals.
An automatic damper powered by heat or electricity that closes the chimney while a heating device is off.
The removal of combustion gases by a chimney.
Walk-off Door Mat
To reduce dirt in homes, use walk-off door mats at the entrance. The mat should be long enough so that you can walk across with both feet before entering the house, with the width no wider than the door itself. Outside mats are usually made of rubber. For extremely muddy areas, use metal, wire, or brushes to scrape boots. Avoid coco fiber mats as they shed and track loose fibers into the home. Also avoid rope or wood mats as they are a depository for microbes and pollutants.
Water heater Temperature Adjustment
For Weatherization energy savings, hot water temperature must be set to no higher than 120 degrees Fahrenheit per Washington RCW 19.27A.060. For documented health conditions, the water heater temperature may be adjusted. Document action and justification in client file.
The process of identifying energy conservation opportunities in building.
Those materials listed in Appendix A of the DOE WAP for Low-Income Persons Final Rule, 10 CFR Part 440. Materials for Weatherization-related repairs do not have to be listed in Appendix A, but should be at least equal to or better than industry standard practices.
Energy efficiency measures (building shell and equipment) determined to be cost-effective by DOE approved Commerce standards.
Weatherization Measures Costs
The Installed Measure Costs for energy efficiency measures (building shell and equipment) determined to be cost-effective by DOE approved Commerce standards.
Weatherization-Related Repairs (Incidental Repairs)
Repairs necessary for the effective performance or preservation of weatherization materials. Such minor repairs include, but are not limited to: framing or repairing windows and doors which could not otherwise be caulked or weather-stripped, roof, floor, plumbing, and electrical repairs. The cost of WRR (incidental repairs) must be included in the cost of the package of measures installed in a dwelling.
Weatherization-Related Repairs Costs (Incidental Repairs)
The Installed Measure Costs for repairs necessary for the effective performance or preservation of weatherization materials.
See also DOE Weatherized Unit
A dwelling on which a DOE-approved energy audit or priority list has been applied and weatherization work has been completed. As funds allow, the Wx measures installed on this unit have a Savings-to-Investment Ratio (SIR) of 1.0 or greater, but also may include any necessary energy-related health and safety measures.
Weatherization Work Begins
Weatherization work begins on the date of the project’s initial energy audit.
Worst-case Depressurization Test
A safety test, performed by specific procedures, designed to assess the probability of chimney back drafting. The specific procedures include a systematic setup of the dwelling unit in a configuration most likely to cause a combustion appliance to back-draft or spill exhaust gases into the dwelling unit.
Wx+H Client Education
Local agencies must deliver structured and consistent information for Wx+H client education that addresses at a minimum the following: Asthma and Allergies, Hazardous Household Products, Indoor Air Quality, Lead Poisoning, Mold & Moisture Control and Pest Management.
Children less than six years of age.
Zonal Pressure Testing
The use of pressure measurements to compare relative tightness or hole size of different surfaces and zones of a dwelling unit.
A room or portion of a building separated from other rooms by an air barrier, not usually an effective air barrier.