EZ Retrofit Data Sources and Checklist
The following chart provides potential resources to refer to when completing the checklist.
This is not a comprehensive list, nor are you required to have and use all of the resources listed.
Using these various sources, complete the checklist below so that you have all of the required
information available to you when using the EZ Retrofit Tool.
Data Sources & Checklist
1
General Characteristics (p. 23)
Property Name:
Building Name:
Building Address:
State:
Nearest Airport:
Zip code:
Floors Above Ground:
Floors Below Ground:
Square Footage of Conditioned Area:
Total Square Footage:
Average Ceiling Height:
Number of Apartment Units:
Year Building was Built:
Primary Space Heating Fuel Type:  Electricity  Natural Gas / Oil
Primary Water Heating Fuel Type:  Electricity  Natural Gas / Oil
Utility Data (p. 26)
Do you have Monthly Utility Bill Data?  Yes  No (If Yes, complete the rows below. If No, skip to the next question.)
Enter the amount consumed and date for each
tenant and/or owner paid utility for up to 13
months.
*Annual Data will produce equivalent results if it is
more easily accessible.
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Electricity
(kWh)
Gas
(Therms)
Oil
(Gallons)
Water
(Thousand
Gallons)
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Data Sources & Checklist
2
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Tenant
Owner
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Amount Consumed
Period End/Meter Read Date
Do you have Annual Utility Bill Data?  Yes  No (If Yes, complete the rows below. If No, skip to the next question.)
Annual Electricity Consumption (kWh) – Paid by Owner
Annual Natural Gas Consumption (Therm) – Paid by Owner
Annual Oil Consumption (Gallon) – Paid by Owner
Annual Water Consumption (Thousand Gallon) – Paid by Owner
Annual Electricity Consumption (kWh) – Paid by Tenant
Annual Natural Gas Consumption (Therm) – Paid by Tenant
Annual Oil Consumption (Gallon) – Paid by Tenant
Annual Water Consumption (Thousand Gallon) – Paid by Tenant
If you do not have Monthly or Annual utility bill data, answer the following questions.
Have the heating systems been replaced in the last 20 years?
 Yes
 No
 Do Not Know
Have the cooling systems been replaced in the last 20 years?
 Yes
 No
 Do Not Know
Have the water systems been replaced in the last 20 years?
 Yes
 No
 Do Not Know
Have the windows been replaced in the last 20 years?
 Yes
 No
 Do Not Know
Has the building insulation been improved in the last 20 years?
 Yes
 No
 Do Not Know
Data Sources & Checklist
3
Does the building have low-flow fixtures?
What is the primary type of lighting in the common area?
Does the common area lighting have sensors or occupancy
controls?
Have you performed duct sealing in the last 10 years?
Have you performed air sealing in the last 10 years?
Benchmarking (p. 29)
Is this a multi-family walkup building?
Does this building have a central laundry facility?
How many units in this building have in-unit laundry hookups or
access to a central laundry?
What type of fuel is used by the stoves or ranges?
Does this building have an elevator?
 Yes
 No
 Do Not Know
 Mostly Incandescent  Mostly CFL  Mostly LED
 Yes
 No
 Do Not Know
 Yes
 Yes
 No
 No
 Do Not Know
 Do Not Know
 Yes
 Yes
 No
 No
 Do Not Know
 Do Not Know
 Electricity  Natural Gas
 Yes
 No
Envelope Section (p. 36)
General Building Shape:  Square  Rectangle (If yes, does the long side face south?  Yes  No)  T or L Shape
Wall Type:
(select one option for each wall type characteristic below, for solid walls select ‘Solid’ only)
 4”  6”  8”
Window Type:
 10”
 Hollow
 Solid
 Brick
 Vinyl
(select one option for each window type characteristic below)
 Double-Pane  Single-Pane
Estimated Percentage of Window Area:
 Clear
 Tinted
 Aluminum
 Wood/Vinyl
(select one, see below for suggested calculation)
 Very Small (<11% of Wall Area)  Less (11%-14%)
Window area %
calculation
 Normal (15%-18%)  More (19%-23%)  Lots of Window (>23%)
(A) ____ sq. ft. of an average window
(B) ____ # of windows on
a single exterior wall
(A) x
(B) =
(C) ____ sq. ft. total window
area on a single exterior wall
(D) ____ ft. single exterior wall length
(E) ____ ft. single exterior
wall height
(D) x
(E) =
(F) ___ sq. ft. single exterior
wall area
Window area (%) = (C) / (F) = ________ sq. ft.
Do you have a blower door test score for this building?
 Yes (please enter your blower door test results)
Air Infiltration: __________ CFM 50
 No (please answer the two questions below)
Has the building undergone any air sealing improvements since
When were the most recent air sealing improvements
it was constructed?
completed?
 No
 No Improvement
 Major Improvements
 >20 Years
 Moderate Improvements
 10-20 Years
 Minor Improvements
 5-10 Years
 Less Than 5 Years
Heating and Cooling System (p. 43)
System 1
System 2
System 3
System 4
Who pays the utility bills? (owner, tenant)
System Category: (cooling, heating, heat pump)
Data Sources & Checklist
4
Is this a central or individual system?(see page 37)
System Type:







Room AC
Ducted Split System AC
Package Terminal AC
Air Cooled Chiller
Water Cooled Chiller
Roof Top AC
Roof Top AC w/
Economizer
 Baseboard Electric Resistance







Boiler - Gas
Boiler - Oil
Furnace – Gas
Furnace – Gas
Air Source Heat Pump
Water Source Heat Pump
Package Terminal Heat
Pump
System Age: (i.e. year manufactured)
What percentage of units served by this system has a
programmable thermostat?
 For Individual Systems Only
Individual System Name: (use any unique identifier)
System Capacity:
System Capacity Unit: (Btu/h, KBtu/h, Ton)
How many HVAC systems of this type are in the
building?
Domestic Hot Water (p. 49)
Who pays the utility bills? (owner, tenant)
System 1
System 2
System 3
System 4
System Name: (use any unique identifier)
DHW System Category?
 Individual
 Central – Serve DHW only
 Central – Serve Space Heating & DHW
DHW System Type:
(standard electric storage tank or standard gas storage tank)
DHW System Age: (i.e. year manufactured)
Are existing showerheads low flow shower heads?
 No
 Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, all
(low flow showerheads = flow rate of 2 gallons per minute or less)
Are existing bathroom faucets low flow faucets?
 No
 Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, all
(low flow faucets = flow rate of 1.5 gallons per minute or less)
Are existing kitchen faucets low flow faucets?
 No
 Yes: <25% of Units, 25%-49%, 50%-74%, 75%-99%, all
Is the DHW tank currently insulated?






Not Applicable
No
Yes: Poorly Insulated w/ 3” Insulation (R-7)
Yes: Poorly Insulated w/ 6” Insulation (R-13)
Yes: Properly Insulated w/ 3” Insulation (R-11)
Yes – Properly Insulated w/ 6” Insulation (R-19)
Are the DHW supply pipes currently insulated?
Data Sources & Checklist
5





No
Yes: Poorly Insulated w/ 1” Insulation (R-1)
Yes: Poorly Insulated w/ 2” Insulation (R-2.5)
Yes: Properly Insulated w/ 2” Insulation (R-2)
Yes: Properly Insulated w/ 2” Insulation (R-4)
 For Individual Systems Only
How many apartments are served by this DHW type?
What is the average number of bedrooms per
apartment? (studios count as ‘0’)
Clothes Washer (p. 55)
Who pays the utility bills? (owner, tenant)
Where are the washer(s) located?
Group 1
Group 2
Group 3
Group 4
Group 1
Group 2
Group 3
Group 4
(apartments, common area)
How many washers of this type are in the building?
Clothes Washer Type / Age:





NON-ENERGY STAR / After 2006
NON-ENERGY STAR / After 1996-2005
NON-ENERGY STAR / After 1986-1995
NON-ENERGY STAR / Before 1985
Typical ENERGY STAR
Which DHW system serves these washers?
(use ‘System Name’ from DHW section above)
What type of dryers do you have?
(electric, natural gas, none)
Kitchen Appliances (p. 59)
Who pays the utility bills? (owner, tenant)
Appliance Type: (refrigerator, freezer only, dishwasher)
Style of Refrigerator / Freezer:
(see pages 60-61 for a full list of refrigerator and freezer
configurations)
Quantity of Kitchen Appliances:
System Age / Type:





NON-ENERGY STAR / After 2006
NON-ENERGY STAR / After 1996-2005
NON-ENERGY STAR / After 1986-1995
NON-ENERGY STAR / Before 1985
Typical ENERRGY STAR
Data Sources & Checklist
6
Lighting (p. 64)
Who pays the utility bills?
(owner, tenant)
Location
Lighting Category
Lighting System
Quantity
of Lighting
Do these lighting
fixtures have
occupancy control
sensors?
Heating
System
Serving This
Space
Cooling
System
Serving This
Space
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Data Sources & Checklist
7
Motors and Controls (p. 70)
Who pays the utility
bills? (owner, tenant)
Cooling & Heating System
Category Served by this
Motor or Control
(cooling, heating, DHW)
Cooling, Heating, or DHW
System Name Served by this
Motor or Control
(choose a system from the
‘Heating & Cooling section)
Equipment Category
(chilled water pump,
air handler fan,
cooling tower fan
motor)
System Control Type
(constant speed,
variable speed)
Quantity
of
Motors
Motor
Age
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Data Sources & Checklist
8
Duct Sealing (p. 74)
Who pays the utility bills? (owner, tenant)
Name of cooling system that serves this space?
System 1
System 2
System 3
System 4
(use name from ‘Heating &Cooling’ section: ‘Central’ systems
appear in the Tool as ‘Your Predominant Cooling System’)
Name of heating system that serves this space?
(use name from ‘Heating &Cooling’ section: ‘Central’ systems
appear in the Tool as ‘Your Predominant Heating System’)
What is the square footage of the conditioned are
served by this duct system?
 Have you performed any tests to estimate the duct leakage? If yes, please indicate so below and fill out the fields
below.
 Duct Blaster Test: ___________ CFM25
Blower Door Test
 Whole House Infiltration – All ducts open:
 Envelope Infiltration – All ducts sealed:
________ CFM50
________ CFM50
 Pressure between the house and taped off ducts: ________ Pascals
 If you have not performed any tests to estimate the duct leakage, please fill out the fields below.
What percentage of your ducts are within the conditioned space? __________
What is the general condition of the ducts?
 Connections Sealed with Mastic
 No Observable Leaks
 Some Observable Leaks
 Significant Leaks
 Catastrophic Leaks
How thick is the insulation on the ducts located outside of conditioned space (inches)?
 ≥ 2 (R-8 or Greater)
 1.5 – 1.9 (R-4 to R-7)
 < 1.5 (Less than R-4)
 Do Not Know
Water Fixtures (p. 78)
Group 1
Group 2
Who pays the utility bills? (owner, tenant)
Fixture Type / Location:
Group 3
Group 4
(bathroom faucet, kitchen faucet, showerhead)
How many of these fixtures are in each
apartment?
Average Flow Rate of the Fixtures in GPM
Average number of bedrooms per apartment?
How many apartments have this type of system?
Which DHW system serves these fixtures?
(use name from ‘Domestic Hot Water’ section)
Data Sources & Checklist
9
Water Conservation (Toilets) (p. 82)
Group 1
Group 2
Group 3
Group 4
Who pays the utility bills? (owner, tenant)
What is the average number of toilets per
apartment/public restroom?
Are existing toilets low-flow (<1.28 gpf)?
What is the estimated age of the toilets?
(i.e. year manufactured)
After 2006
Standard gpf
(Gallons per Flush)
1.6
1996 - 2005
1986 - 1995
1977 - 1985
1.6
3.5
3.5
Before 1977
5
Toilet Age
What is the average number of bedrooms per
apartment?
How many apartments/public restrooms have
this type of system?
Data Sources & Checklist
10