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