Work Scope Development, Standards, and Client Communication
Writing the Scope
A work scope is a contract: it must specify what, where, how much, and by whom. Include quantities, R-values, air-sealing locations, equipment model and efficiency, and verification tests (e.g., post-blower-door target). Reference applicable codes and standards-IECC, ASHRAE 62.2 for ventilation, and manufacturer instructions. Traps: vague language ("seal ducts") that cannot be verified, omitting combustion safety provisions, and failing to specify who repairs pre-existing damage.
Standards and Ventilation
Know that tightening a house requires mechanical ventilation per ASHRAE 62.2; calculate the required CFM from floor area and bedrooms. Understand that makeup air may be needed for large exhaust appliances. Reference BPI and ACCA standards for sizing and commissioning.
Client Communication
Explain findings in plain language, separate health and safety from efficiency, and document homeowner decisions. Discuss non-energy benefits (comfort, durability, indoor air) and set realistic expectations. Handle change orders in writing. Traps: promising savings, omitting the client from decisions, and failing to disclose conflicts or limitations.
Rule of thumb: If a scope item cannot be verified by a test or visual inspection at closeout, rewrite it until it can. For ASHRAE 62.2, a quick estimate is roughly 7.5 CFM per person plus 0.01 CFM per ft² of floor area-confirm with the current standard table.
Closeout
Provide a commissioning report, as-built notes, and operating instructions. Verify the final blower-door result against the target.