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2013 SFR G. McNeill Bid Dear Contractor: Attached is a Work Write-Up for one house in the County of Harnett 2013 Single Family Rehabilitation Program. Payment for repairs will be made with funds received from the North Carolina Housing Finance Agency. You are invited to submit a bid for the furnishing of all labor and materials as called for in the Work Write-Up. All work will be in accordance with the General Specifications for Rehabilitation (provided upon request). Please review the specifications carefully when preparing your bid. All measurements in the Work Write-Up are approximate and should be verified. Work will be inspected prior to payment. Contractors shall provide a copy of the inspection report from the local building code inspection office as they are required. Please submit with your bid a completed E-verify form, W-9 form and current renovator’s licenses. Bids, along with the Work Write-Up including the cost per item break down and bid sheets, shall be mailed to Attn: Anna Peele, Community Development Office, P.O. Box 940 Lillington, NC 27546 or be delivered to 200 Alexander Drive, Lillington, NC by 11:00am, Thursday September 17th . All bids will be opened and read aloud at that time at Harnett County Administration I Building, Human Resources Office, 200 Alexander Drive, Lillington, NC 27546. Contracts will be considered based on the following criteria: (1) qualifications, (2) schedule, and (3) cost. The property owners have been notified that contractors will be visiting to prepare estimates. Please present your Work Write-Up as identification when visiting the house, as well as calling in advance to schedule an appointment. The County of Harnett is an Equal Opportunity Employer and encourages bidding by small, minority, and female contractors, and does not discriminate on the basis of handicapped status. The County of Harnett encourages the use of available job training programs. Before Contractor commences any work, Contractor shall be required to purchase and maintain, and contractor shall deliver to the County, naming the County of Harnett as an additional insured, evidence of liability and other insurance as is appropriate for the work being performed and as well provide protection from claims set forth below which may arise out of or result from performance of the work and Contractor's other obligations under the contract, whether it is to be performed by Contractor, any subcontractor or supplier, or by anyone directly or indirectly employed by any of them to perform any of the work, or by anyone for whose acts any of them may be liable: 1. Workers compensation coverage required. 2. General Liability Insurance with a contractual coverage endorsement with an aggregate of $3,000,000.00. Bodily injury and property damage not less than $1,000,000.00 per occurrence. 3. Automobile Liability Insurance with limits of liability of not less than $1,000,000.00 per occurrence for bodily injury and $1,000,000.00 per occurrence for property damage. 4. Employer’s Liability for no less than $1,000,000.00. If you have any questions concerning the Work Write-Up, please call Michael Boberg at (919) 828-0531. Michael Boberg Project Coordinator mboberg@thewootencompany.com THE COUNTY OF HARNETT SFR 13 REHABILITATION WORK WRITE-UP GENERAL SPECIFICATIONS SHALL APPLY TO ALL WORK NCHFA ENERGY STANDARDS APPLY TO ALL WORK VERIFY ALL MEASUREMENTS ACM’s IDENTIFIED NOTE: Does Not Affect Scope of Work PROPERTY ADDRESS: 202 Moon St., Dunn, NC 27334 OWNER'S NAME: Gwendolyn McNeill PHONE #: 910.891.7004 CASE #: 7 INSPECTION DATE: 3.17.2015 BID OPENING DATE: CONTRACTOR: APPROXIMATE SIZE OF STRUCTURE: 1491 SQUARE FEET TOTAL ESTIMATED COST: $ CONTACTOR NOTES: PAGE TOTAL$ REHABILITATION WORK WRITE-UP PROPERTY ADDRESS: 202 Moon St., Dunn, NC 28334 OWNER'S NAME: Gwendolyn McNeill SIZE OF STRUCTURE: 1491 Square Feet CASE #: 7 LOCALITY: The County Of Harnett SFR13 INSPECTION DATE: 3.17.2015 CRAWL SPACE: Remove and properly dispose of all trash and refuse from the crawl space. Spec. 03.D. $ Provide treatment to protect against termites/insects/rodents. Spec. 03.A./B./C. $ Install crawl space access door with drywell. Spec. 04.G. and I. $ Install 6 mil poly ground cover. All accessible crawlspace area must have continuous 6 mil poly ground cover, wall to wall. Spec. 20.G. & Energy Standard D.7.1. $ Replace approximately 48 square feet of floor joist and subfloor in Bedroom #1. Roll back existing carpet and re-install when complete. Spec. 05.A./.B./.C. $ Install kraft or foil-faced R-19 insulation between floor joists including mudsill/band areas. An insulation certification card shall be furnished by the contractor and posted at a conspicuous location. Spec. 20.C. & Energy Standard D.3.9. $ EXTERIOR: Install vinyl siding with minimum R-3 rigid foam insulation sheathing on front gable end.. Install aluminum surrounds on window and door casings, fascia, continuous perforated soffits, and 1 vinyl porch ceiling at front porch. Install 3 vinyl gable end vents. Wrap all four wood columns at front porch with aluminum. Spec. 06.D(1 and 2) & Energy Standard D.3.6. $ Seal around all windows and doors before and after installing aluminum surrounds and any visible holes or cracks leading from the building to the exterior Spec. 09.G. and 10.A.(7). & Energy Standard D.1.2.2. $ ROOF AND ATTIC: Cut out roof sheathing at ridge 1” on either side of ridge and install ridge vent. Spec. 08.C. $ Install approximately 90 feet of seemless guttering at front and back including downspouts, splash blocks. Spec. 08.K. $ Repair disappearing attic stairs and modify framed opening such that R-38 insulation can be blown up to and around the opening. Install a R-10 styrofoam "lid" over folding stair frame in attic with R-30 batt insulation glued to the top of the “lid”. Top edge of frame shall be weatherstripped and “lid” will rest on weatherstripping. Energy Standard D.3.12. $ PAGE TOTAL$ Remove all existing attic insulation to expose top of walls and all penetrations including electrical, plumbing, HVAC, drop soffits, chimney penetrations, top wall plate to drywall connections, bonus room, balloon framing and chases. Air seal to HPwES specifications as indicated in SYSTEMS before installing attic insulation. Install R-38 blown insulation in attic. An insulation certification card shall be furnished by the contractor and posted at a conspicuous location. Install baffles in rafter bays where rafters intersect with the top plate of exterior walls. (see detail for baffle installation) Spec. 20.A. & Energy Standard D.3.3. $ FRONT PORCH: 24’ WIDE X 6’ DEEP Repair 4 columns at front porch. Spec. 07.D. $ Install PVC handrailings around perimeter of porch and on both sides of steps. Spec. 07.E. $ Replace one light fixture with compact fluorescent bulbs and interior wall switches. Spec. 18.D. and E. & Energy Standard D.5.1. $ SYSTEMS: Rough-in the entire plumbing system inside the house including all cold and hot supply lines, drain lines, traps, vents and valves. Main water supply line to have a cut-off gate valve protected with a valve box, sewer line to have a clean-out. Lines will be tied into septic system and well/public sewer and water meter at property line. Spec. 17.J. $ Replace complete 40-gallon electric (minimum Energy Factor-0.94). Provide manufacturer’s documentation of the brand, model number and energy factor. Spec. 17.B. & Energy Standard D.5.2. $ Insulate all exposed water lines in unconditioned spaces with ½” pre-formed foam insulation. Spec. 17.F.(3). & Energy Standard D.3.10. $ Bring electrical up to the National Electrical Code. Install 200 amp electrical service and main panel box inside the house. All rooms to have a new light fixture and wall switch. Spec. 18.I. and Energy Standard D.5.1. $ Install electrically-operated smoke/carbon monoxide detector(s) to meet the National Electrical Code and State Building Code. Install GFIs to code. Check all switches and receptacles and leave in good working order. Install new cover plates throughout. Replace all light bulbs with compact fluorescent bulbs. Spec. 18.H. & Energy Standard D.6.4. $ Install complete 15 SEER Energy Star central heat pump HVAC system including heat, air conditioning, duct work, programmable interior thermostat, outdoor thermostat and electrical. The outdoor thermostat shall be set to the balance point of the house to prevent supplementary heater operation when the heat pump is capable of meeting the load. System shall be sized in accordance with ACCA Manual J specifications and must not exceed the Manual J calculated size by more than .5 ton. Calculations must be provided for HVAC and duct sizing. The delivery system ductwork shall be designed in accordance with ACCA Manual D standards and insulated. A copy of the ductwork design and sizing calculations with drawings shall be supplied to the Rehabilitation Specialist. All seams and joints to be sealed with bucket mastic. Install unit in a shaded location if possible. System must be pressure balanced. Contractor shall provide duct leakages compliance confirmation to Rehabilitation Specialist. Spec. 19.D. and F. & Energy Standard D.4.1./4.2/4.3 $ Install whole house mechanical fresh air ventilation system in compliance with ASHRAE 62.2- 2010. Ventilation system will be a fresh air make-up duct to the return side of the air handler. Fresh air ventilation ducts shall originate at or beyond the external skin of the building and shall be filtered and dampered prior to reaching the coil. Filter shall be accessible by homeowner to PAGE TOTAL$ change. Energy Standard D.2.1. $ Seal all penetrations through floors, walls and plates with siliconized acrylic/latex caulk or polyurethane foam sealant including electrical, plumbing, HVAC, drop soffits, chimney penetrations, top wall plate to drywall connections, bonus room, balloon framing and chases. Apply two-component polyurethane foam sealant to bridge, seal or fill wall to ceiling connections, plumbing p-traps, mechanical penetrations in wall, ceiling and floors and around ceiling light fixture boxes. Provide foam backing board or batt insulation for larger openings (chases, p-traps, etc.) and then spray with the two-component polyurethane foam to create an air barrier. Energy Standard D.1.2.3. $ KITCHEN: 16’ WIDE X 16’ DEEP Install 2 Energy Star labeled, vinyl, double-hung, double-glazed, new construction/replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ Replace approximately 10 feet of counterop with backsplash. Spec.15.B. $ Install complete 8” deep, kitchen sink including 2.2 gpm faucet and all plumbing. Faucet to be a single-lever Delta faucet with sprayer or equal with 15 year drip free warranty. Spec. 17.A. & Energy Standard D.5.3. $ Install luan underlayment, vinyl floor covering, and shoe molding over existing floor covering. DO NOT REMOVE EXISTING FLOOR. SECOND LAYER OF FLOORING IS AN ACM. REFER TO ASBESTOS REPORT. Requires total glue down. Spec. 13.A. and B. $ Install 210 CFM, Energy Star Kitchen exhaust fan, Broan Under cabinet Range Hood, Model # QSE130 or equal, vented to the outside. Spec. 18.G. & Energy Standard D.2.4. $ Replace electric range to match existing type, brand and size. All new appliances except electric range and electric clothes dryer must be Energy Star labeled. Energy Standard D.5.2. $ Install stair rail on one side of steps leading from kitchen into den. $ BATHROOM #1: 5’ WIDE X 7’ DEEP Install complete interior door to 36” double door unit (2- 18” slabs w/astragal including jamb, frame, hardware and doorstop. Spec. 10.B. $ Remove existing tile floor and install plywood to bring floor up to correct height and luan underlayment, vinyl floor covering and shoe molding. Requires total glue down. Spec. 13.A. and B. $ Caulk around tub to waterproof and seal. Spec. 17.C.(10). $ Install new faucet in Bathroom #1 with 2.2 gpm faucet and all plumbing. Faucet to be a Delta or equal with 15 year drip free warranty. Spec. 17.D. & Energy Standard D.5.3. $ Install complete ADA approved 19” highrise, elongated bowl, 1.3 GPF, water closet including seat and all plumbing. Water closet to be Kohler, or approved equal. Spec. 17.E. & Energy Standard D.5.3. $ Install bathtub and shower/lavatory/water closet handicap grab bars. Each shall be handicap accessible. Spec. 17.K. $ PAGE TOTAL$ Replace existing exhaust fan with minimum 80 CFM Energy Star exhaust fan, vented to the outside. Spec. 18.F. & Energy Standard D.2.2. $ BATHROOM #2: 5’ WIDE X 5’ DEEP Install 1 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ Install luan underlayment, vinyl floor covering and shoe molding. Requires total glue down. Spec. 13.A. and B. $ Install new faucet in lavatory with 2.2 gpm faucet and all plumbing. Faucet to be a Delta or equal with 15 year drip free warranty. Spec. 17.D. & Energy Standard D.5.3. $ Install complete ADA approved 19” highrise, elongated bowl, 1.3 GPF, water closet including seat and all plumbing. Water closet to be Kohler, or approved equal. Spec. 17.E. & Energy Standard D.5.3. $ Replace existing exhaust fan with minimum 80 CFM Energy Star exhaust fan, vented to the outside. Spec. 18.F. & Energy Standard D.2.2. $ BEDROOM #1: 11’ WIDE X 12’ DEEP Install 2 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ BEDROOM #2: 12’ WIDE X 12’ DEEP Install 1 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ COMPUTER ROOM: 11’ WIDE X 12’ DEEP Install 2 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ LIVING ROOM: 14’ WIDE X 12’ DEEP Install 2 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ PAGE TOTAL$ DINING ROOM: 10’ WIDE X 12 DEEP Install 2 Energy Star labeled, vinyl, double-hung, double-glazed, replacement window units with built in J-channels, screens and interior trim. Seal around window frames with non-expanding foam between framing and window jamb/to reduce air infiltration. Window U-factor and SHGC of new windows must meet the current NC Energy Conservation Code. Spec. 09.A., & Energy Standard D.3.4. $ PAGE TOTAL$ WORK WRITE-UP BID SHEET PROPERTY ADDRESS: 202 Moon St., Dunn, NC 28334 OWNER'S NAME: Gwendolyn McNeill CASE #: 7 BID DATE: I, the undersigned contractor, have inspected the foregoing listed property and understand the extent and character of the work to be completed as described in the Work Write-Up. I propose to furnish all labor, material and equipment necessary to accomplish the work as indicated above, for the sum of: _____________________________________________________________________ Dollars, ($________________________________________) Contractor SSN or Fed ID and General Contractor’s License Number (if licensed) Address City State Zip Code Phone Number Signature Date  W-9  Contractor’s Registration Form  Evidence of Insurance  Certified Renovator’s Certificate OFFICE USE ONLY General Contractor’s License confirmed date:_____________ / ini_____ Not Debarred confirmed date:_____________ / ini_____ Certified Renovation Firm confirmed date:_____________ / ini_____ Certified Renovator confirmed date:_____________ / ini_____ Certified Lead Supervisor confirmed date:_____________ / ini_____ Insurance confirmed date:_____________ / ini_____ Bid is responsive/ responsible Bid is NOT responsive/ responsible IF not responsive, state reason: ______________________________________________ ______________________________________________ NORTH CAROLINA HOUSING FINANCE AGENCY SINGLE-FAMILY REHABILITATION PROGRAM Rehabilitation Standards (effective June , 2012) D. Energy-Efficiency Standards 1.0 Introduction and background. 1.1 Introduction. There is no doubt about the need to reduce household energy use. Houses account for over one-sixth of our national energy consumption. We have been exposed to countless facts and figures illustrating the need for and possibility of cutting this fraction in half. We have heard how many thousands of tons of polluting chemicals and particulates could be avoided, how many dozens of nuclear power plants we would not have to build, how many millions of barrels of foreign oil we would not have to import if all our homes were as energy-efficient as we know how to make them. And, there is no doubt that the households we assist through our housing rehabilitation programs are among the hardest-hit by home energy costs. Nationally, the poorest 20% of households spend almost 15% of their income for home energy, while the next 40% of Americans spend about 6% of income for home energy. To those with incomes below half the state's median, to the elderly and disabled on low, fixed incomes, a saving of even $30 or $40 per month in energy costs is very significant. There is no doubt about that. However, what is not so clear-cut is which specific measures should be taken on a given dwelling unit to improve its energy-efficiency. Every house we work on is unique, and many of them were "homemade" to no set standards. Plus, the burgeoning field of building science gives us new diagnostic techniques, new sets of priorities and new energy-saving products at such a pace that few can keep up. What follows, then, is an attempt to guide qualified and experienced rehabilitation specialists in providing the most appropriate measures with available funding to save money for low- and moderate-income clientele, and to save energy resources for posterity. 1.2 Background. This is the eleventh edition in the continuous evolution of these energy standards. The first edition, in 1990, borrowed heavily from a set of “Exemplary Home” standards developed by Advanced Energy (then known as the Alternative Energy Corporation), as well as from documents from low-income housing rehabilitation programs in Wisconsin and other states and Canada. Over the last 22 years, we have received an incalculable amount of assistance from building scientists representing Advanced Energy, the state’s Energy Division (then in the Commerce Department), Duke Energy Carolinas, Carolina Electric Cooperatives, the North Carolina Solar Center, and Energy Innovations by Harry Boody. Their comments have led to many important improvements, as did those from rehabilitation specialists representing Home Energy Loan Pool Members and Single Family Rehabilitation program recipient organizations. Collectively, their feedback was invaluable and greatly appreciated. We are particularly grateful to Arnie Katz and his associates at Advanced Energy for repeated in-depth reviews of the standards, as well consultations, advice, encouragement and trainings of Agency staff over the course of many years. Users of this edition are encouraged to comment on their experiences and/or recommend further improvements. 1.3 ENERGY STAR & Home Performance with ENERGY STAR The US Environmental Protection Agency (EPA) has partnered with the US Department of Energy (DOE) to develop ENERGY STAR, a voluntary labeling program designed to identify and promote energy-efficient products. These products deliver the same or better performance as comparable models while using less energy and saving money. Where applicable, all Program-funded products shall carry the ENERGY STAR label or be documented to meet or exceed ENERGY STAR performance criteria. Similarly, EPA has partnered with DOE to develop Home Performance with ENERGY STAR, which is an innovative whole-house approach to improving both comfort and energy efficiency of existing homes. All energy-related rehabilitation measures should be performed in accordance with Home Performance with ENERGY STAR principles. Go to www.energystar.gov and click on Home Performance with ENERGY STAR for details on effecting energy-efficiency measures. 1.4 More recent changes to Energy-Efficiency Standards The process of improving the energy-efficiency of a house can create serious threats to health and safety if not done with an awareness of the house as a system. To prevent such unintended consequences, more recent editions of Agency Energy-Efficiency Standards includes two measures that may be new to some rehabilitation specialists. One is a blanket prohibition on combustion appliances unless equipped a certain way and tested for proper function (see section 5.4 and 5.5). The other is continuous, whole-house ventilation to remove and dilute indoor air pollutants, including moisture (see sections 5.2 and 5.3). The Environmental Protection Agency lists poor indoor air quality as the fourth largest environmental threat to our country. 2.0 Air Sealing and Infiltration 2.1 Pressure Diagnostics. The use of a blower door and a manometer by a fully qualified technician to diagnose air-sealing needs is a standard operating procedure for all SFR-funded rehabilitation jobs. Completed units must be documented to meet the air-sealing targets of the NC Office of Economic Opportunity’s Weatherization Assistance Program. (see “Table for Target Closure Rates” located in Unit Managers Workbook .) Units with less than 2000 cubic feet per minute of leakage when tested at 50 Pascals (2000 CFM50) of negative pressure must be tightened to 1500 CFM50. Units measured at 2000 CFM50 or more prior to rehabilitation must be tightened in accordance with the “Table for Target Closure Rates as a Function of Pre-Test CFM at 50 Pascals”. The Target Closure Rate is the minimum acceptable post-rehab air sealing rate. The actual cost of pressure diagnostics (using blowers doors and duct testers) up to $300 per test or $600 per unit is an eligible SFR “soft cost” expenditure. All homes selected must be tested for overall leakage and, if centrally heated and/or cooled, for duct leakage (see section 4.6.3, below), both before and after rehabilitation. All case files must contain a copy of the Energy Efficiency Certificate (go to Forms and Resources at www.nchfa.com) on which is recordedthe building air leakage and duct leakage (pre and post) test results and other relevant findings resulting from the tests including dates of the testing and the name of the properly certified technician who performed the tests . For more about the use of the blower door, refer to the article on “User-Friendly Pressure Diagnostics”, available under SFR12 Forms and Resources.. To bring infiltration rates down to the program standard, most homes will require a wide range of air-sealing measures. For general guidelines on sealing refer to the article on “Home Sealing” (or go to www.energystar.gov and click on the link “Home Sealing”, under the “Home Improvement” column). For specific measures to take, refer to sections 2.2 through 2.4, below. The Table of Prescriptive Measures in section 2.2 below. 2.2 Seal Thermal Bypasses Where accessible, all electrical, mechanical and plumbing penetrations through floors, ceilings, exterior walls and plates must be sealed with siliconized-acrylic/latex caulk, polyurethane foam sealant or Agency- approved alternative. Electrical outlets and switches, on walls where the top plate is not accessible from above, must be sealed with foam gaskets under the cover plates or rubber inserts inside the box. Gaps around power lines where they enter boxes must be caulked. Opened stud cavities must be plugged, interior dropped soffits, chase ways and other openings between conditioned and unconditioned space must be capped with a durable material (OSB, plywood, drywall, etc.) and then sealed with caulk or foam (refer to Appendix E-2.4 of the NC Energy Code for details on sealing the thermal envelope). Floor/ceiling systems and areas under knee walls opened to unconditioned or exterior space must be blocked and sealed with an air-barrier material or solid material consistent with Appendix E- 2.4 of the NC Energy Code. Cavities behind knee walls must be covered and sealed using appropriate materials. Refer to the article on “Home Sealing” or go to www.energystar.gov and click on the link “Home Sealing”, under the “Home Improvement” column. 2.3 Weatherize Windows Existing prime windows must be sealed against infiltration to the maximum practicable extent. 2.3.1 If existing windows are to be repaired, cracked, loose and/or brittle putty shall be replaced with new glazing compound. All cracks, holes and gaps around interior and exterior casing and jambs must be caulked. 2.3.2 Operable sashes must be weatherstripped as appropriate for the type of sash. Do not use felt strip or open-cell foam types of weatherstripping. Do not paint weatherstripping. 2.3.3 Storm windows with screens shall be installed if existing single-glazed Prime windows are sound and weatherized per this section. (Storm windows over double-glazed prime windows are eligible, but optional.) 2.3.4 If existing prime windows are deemed dilapidated (beyond cost effective rehabilitation), they shall be replaced with new double-glazed units (whether or not storm windows are to be installed). In compliance with the requirements of the new NC Energy Code, the fenestration U-factor of the new windows must not exceed .35 and the Solar Heat Gain Coefficient (SHGC) must not exceed .30. Air-leakage infiltration shall not exceed 0.3 cfm/square foot. 2.3.5 When windows are proposed for new locations they shall conform to sections 2.3.4, above, and 3.5, below. Where feasible, new windows should be minimized on east and west sides. South-facing windows should be shaded in summer by overhangs, awnings, etc. 2.4 Weatherize Doors All exterior doors and openings between conditioned and unconditioned spaces shall be treated as appropriate to achieve minimal air infiltration and are to include thresholds, weatherstripping and storm doors, as practicable. The installation of storm doors should be restricted to those situations where the prime door is wood and is not protected by the roof of a porch, carport, garage, or the like. DO NOT install storm doors over metal exterior doors exposed to direct sunlight, as the sun-heated metal surface of the prime door is a potential burn hazard, particularly for children. To reduce the need for cooling in the Spring and Fall, and to add to summertime comfort in non air-conditioned homes, combination storm/screen doors are often the best choice. 2.4.1 All exterior doors and interior doors separating conditioned space from unconditioned areas shall have thresholds if feasible. Defective thresholds shall be repaired, if practicable, or replaced. New/replacement thresholds shall be either of the following types: 1) a metal body with a vinyl insert that contacts the bottom of the door for the entire length of the threshold or width of the door; or, 2) a metal saddle with a door shoe on the bottom of the door. (The second option is preferred.) Seal base and edges of threshold with caulk or foam. Vertical access doors to attic space shall be weatherstripped and insulated to R-5 as per NC Energy Code. 2.4.2 Door shoes shall be used on exterior doors and interior doors separating conditioned space from unconditioned areas if threshold installation is not practicable or when a threshold alone will not stop air infiltration. 2.4.3 All holes, cracks and gaps around exterior door jambs, casings and sills, Both inside and outside, shall be caulked. Siliconized acrylic/latex caulk is preferred. 2.4.4 Where new or replacement exterior doors are indicated, they shall be ENERGY STAR-rated (or meet ENERGY STAR criteria, R-7 minimum) Insulated doors with double silicone weatherstripping and energy-efficient thresholds. (Refer to www.energystar.gov and the information on ENERGY STAR-rated doors. All lights (windows in doors) shall be double-glazed. 3.0 Insulation. 3.1 All insulation shall be installed so as to achieve its rated R-Value. There shall be no gaps, no voids, no compression, no wind intrusion into the insulation, and the insulation shall be installed so that it is touching the air barrier (generally the drywall or underside of flooring separating conditioned from unconditioned space). Insulation installed with any of the above flaws is NOT an allowable expense. If improperly-installed insulation is discovered in the house, re- installing it correctly, or re-insulating is required. 3.2 Insulation of Ceilings. All ceilings (attic floors) over conditioned space shall be insulated to the maximum extent feasible up to R-38. Prior to installing or adding insulation to the attic, all holes between the attic and living space (such as uncapped plumbing walls, gaps around plumbing vents or pipes, gaps around electrical penetrations, uncapped utility chases, uncapped dropped ceilings or interior soffits, uncapped chimney chases, drywall-to-top-plate connections, and other thermal bypasses) shall be properly sealed as per section 2.2, above. Refer to the article on “Home Sealing”. 3.3 Insulation of Walls 3.3.1 New exterior walls constructed as part of the Program-funded rehabilitation project shall be insulated to a minimum of an R-18 rating (including R-15 in cavities and R-3 exterior sheathing) with a continuous air barrier on the interior surface. The air barrier is typically achieved by installing drywall in the conventional manner but gluing the top edge of the drywall to the top plate of the wall framing and the bottom edge to the bottom plate, using adhesive. This prevents a gap from forming in the wall system due to shrinkage and expansion of the plates. The drywall is then finished in the conventional manner using tape and joint compound. 3.3.2 New interior walls separating unconditioned space from conditioned space (e.g., garage, etc.) shall be insulated to a minimum of R-18 with a continuous air barrier on the interior and exterior surfaces. 3.3.3 If interior surfaces of exterior walls, or interior walls separating unconditioned space from conditioned space, are to be replaced, cavities shall be insulated with R-15 unfaced batts and the wall assembly shall yield R-18 with a continuous air barrier applied to the interior and exterior surfaces. 3.3.4 If exterior siding is to be removed and replaced, cavities shall be insulated to R-15 and sheathed with R-3 (minimum) rigid foam board. If exterior siding is to be covered with new siding, cavities shall be insulated with blown-in dense- pack cellulose or Agency-approved alternative. 3.3.5 Where practicable, exterior wall cavities shall be insulated with blown-in, dense pack cellulose or Agency-approved alternative. 3.3.6 Uninsulated masonry block exterior walls (mass walls) shall be insulated to at least R-5 and in accordance with Table N1102.1 of the NC Energy Code. If space and funds permit, it is preferable to construct a stud wall inside the existing exterior block wall and insulate with R-15 batts. 3.4 Insulation of Floors. Before insulating, seal all holes in the subfloor, including gaps around p-traps, under tubs, utility chases and other penetrations with silicone caulk, expanding or non-expanding foam or Agency-approved alternative. R-19 (R-30 in climate zone 5) insulation shall be installed between floor joists of all conditioned areas over basements, cantilevers or crawlspaces with 18" clearance or more. Insulation must be continuous, including at mudsill/band areas and through cross bridging. Eliminate any gaps between the insulation and the air barrier (sub-floor). The distance between tension support wires or other devices that hold the floor insulation in place against the sub-floor shall not exceed 18 inches and such supports shall be no further than 6 inches from each end of the insulation.l 3.5 Insulation of Windows and Doors 3.5.1 When windows or exterior doors are to be installed in new locations, 1/2"- 1" rigid foam insulation board should be sandwiched between two-bys of headers. 3.5.2 When window casings are to be removed and/or replaced for any reason, all voids shall be filled with non-expanding insulating foam sealant or with a backer rod product made of open cell foam with a closed cell skin, or an Agency- approved alternative, and a continuous 6-mil poly vapor retarder installed between framing and jambs. Gaps of less than 3/8” may be caulked. The objective is to create a continuous thermal and air barrier surrounding the window or door frame. Fiberglass or rock wool insulation, if inserted around the opening, must have an air-sealing material (rigid or closed cell) either over or under the insulation material. 3.6 Insulation of Water Supply Pipes. All water supply pipes in unconditioned spaces shall be insulated with 1/2 inch (minimum) preformed foam insulation or equivalent insulation material labeled for use on pipes and meeting minimum requirements as in Federal Standards ASTM C592-80 and ASTM E84. Insulation shall be installed such that no gaps exist and be securely fastened per manufacturers’ instructions. 3.7 Insulation of Water Heaters. Electric water heaters in accessible unconditioned spaces shall be insulated to R-6 (minimum) using either commercial kits or foil- or vinyl-faced batts (with facing outside). Access plates to heating elements and thermostat controls shall not be covered with insulation; nor shall junction boxes, cover plates, or pressure-relief or drain valves be covered. Do not insulate below tank level if the water heater has a dry element. Stop blankets one inch above floor level. 3.8 Insulation Certification. An insulation certification card shall be furnished by the contractor and posted at a conspicuous location within the structure. This certification shall indicate the R-Value, minimum thickness, maximum coverage and minimum weight per square foot of the insulation installed for the walls, ceiling and floor. Preferred locations for the certification card are (1) the inside surface of a crawlspace access door and (2) stapled to a roof truss or stiffknee within 5 feet of an attic access door. 3.9 Attic Access Stairs and Scuttles. All attic stairs, attic access scuttles and other access openings to unconditioned space shall be treated to minimize radiant and infiltration heat-loss. Attic scuttlesshall be framed such that R-38 insulation can be blown up to and around the opening. Scuttle doors shall be weatherstripped and insulated to R-10 minimum. Pull down attic stairs shall be insulated to R-5 such that the insulation does not interfere with the proper operation of the stair assembly. An R-10, minimum, styrofoam “lid” or "box", or R-8, minimum manufactured “tent” may be installed over folding stair frames. (See information on Attic Access “cover box” construction at the end of Section D.) Vertical access doors to attic space shall be weatherstripped and insulated to R-5 as per NC Energy Code. 4.0 HVAC Systems 4.1 If existing HVAC system is to be retained it must be adequately sized, safe, and appropriately placed in the home in order to ensure reasonable comfort and efficiency while heating and cooling the unit. Additionally, the age and remaining functional life of the existing equipment (5 year useful life threshold) should be considered. 4.1.1 In order to achieve optimal efficiency and homeowner safety, all retained heating and cooling equipment shall be inspected, cleaned, tuned, and/or repaired by a licensed HVAC contractor. 4.2 If installation of a new heating and/or cooling system is indicated, the choice of a system must be based on efficiency of the system and its appropriateness to the dwelling unit. The keys to efficiency are ratings of systems (HSPF, AFUE, SEER, etc.), proper sizing (number of BTUs per hour, etc.) and the quality of installation. 4.2.1 New central heating systems must be sized in accordance with ACCA Manual J specifications and must never exceed the Manual J calculated size by more than ½ ton. A copy of room-by-room sizing calculations shall be retained in client's case file. 4.3 All central heating units installed with Program funds must be ENERGY STAR labeled (www.energystar.gov). 4.4 Any central air conditioning installed with Program funds must be an ENERGY STAR labeled product. Go to www.energystar.gov for information on central air- conditioners. Condensate pans on central air conditioners must be installed in accordance with the manufacturer’s specifications. 4.5 Any heat pump installed with Program funds must be an ENERGY STAR labeled product (www.energystar.gov). Condensate pans on heat pumps must be installed in accordance with the manufacturer’s specifications. 4.6 When possible, new heat pumps and outside cooling units should be located (1) in an unobtrusive location, not diminishing the home’s curb appeal, (2) away from porches, (3) with at least three feet of clearance all around, (4) above the 100-year floodplain, and (5) in areas not subject to direct sunlight or heat buildup. 4.7 If existing delivery system ductwork is to be retained it must be of appropriate size and design so as to function adequately and in accordance with the existing or new HVAC forced-air system with which it is being used. Additionally, it must be insulated, and sufficiently sealed such that the total leakage does not exceed 6 cfm per 100 sq.ft. of floor area of the conditioned space when tested with a duct tester. All case files must contain an executed Energy Efficiency Certificate on which is recorded the total duct leakage test results. In no case shall the building envelope or framing be used as part of the duct system. Refer to section N1103.2.2 of the new NC Energy Code for the protocol for duct testing. 4.7.1 If making limited ductwork component repair, replacement or additions all affected seams, joints, and boot-to-thermal envelope connections shall be sealed with duct mastic or Agency-approved equally-durable alternative.. 4.8 If the existing delivery system ductwork is to be removed and replaced, the new system shall be designed in accordance with ACCA Manual D standards to: 1) avoid "spider system" design by use of a supply trunk/plenum; 2) size the return air duct for minimum noise; 3) locate intake centrally; 4) strap all ductwork to eliminate crimping or sharp bends in ducts (To include a minimum of one 1½-inch strap every 5 feet to support flex duct. Sag in duct should be less than or equal to ½ inch per foot); 5) locate registers at perimeter portions of house; 6) use radius elbows or turning vanes in all supply trunks with 90 degree turns and do not diminish the cross-sectional area or throat; 7) allow for insulating supply and return ductwork per Section 4.8.2 – 4.8.4. below; 8) allow for actual air flow to each room to be within 10%(+/-) of the Manual D designed air flow; and 9) cover filter slots such that the cover may be easily removed for cleaning and/or replacement of the filter. Metal ductwork with exterior insulation is preferred. A copy of the duct design calculations and drawings shall be retained in the client’s case file. In no case shall the building envelope or framing be used as part of the duct system. 4.8.1 HVAC duct system seams, joints, and boot-to-floor/drywall connections shall be sealed with duct mastic or Agency-approved equally-durable alternative. For new duct systems, total duct leakage at 25 Pascals must not exceed 6 cfm/100 sq. ft. floor areaserved by the system, expressed in CFM (e.g. if the system serves a total conditioned floor area of 1200 sq ft, then the duct leakage must not exceed 6% of that area expressed in CFM or .06 x 1200 = 72 CFM25). All case files must contain an executed Energy Efficiency Certificate on which is recorded the total duct leakage test results 4.8.2 All accessible supply and return-airducts and plenums in unconditioned spaces, as well as outdoors shall be insulated to R-8. Where ductwork is located in semi-conditioned space such as basements and some crawl spaces, supply ducts shall be insulated to R-4. Vertical clearance of 18" or more shall be deemed "accessible" in attics or crawlspaces. 4.8.3 Duct insulation shall include a vapor barrier on the outside surface, have a flame-spread rating not greater than 25, and have a smoke density not greater than 50. Do not use batt insulation (commonly used for walls, ceilings and floors) as duct insulation. 4.8.4 Staples used to secure duct insulation shall be minimum 1/2 inch outward- clinching heavy duty staples or an approved alternative fastening system. Do not use “duct tape” to seal duct insulation. Given time, it will fail. Seal insulation seams against moisture intrusion using pressure-sensitive metallic tape, or as prescribed by the insulation manufacturer. 4.9 All rooms within the conditioned space, except bathrooms and laundry rooms, shall not exceed +/- 3 Pascals pressure differential with respect to the outside when interior doors are closed and the air handler is operating. 4.10 Where central heat is impracticable, high-efficiency direct-vent gas-combustion space heaters should be given first consideration. The U.S. Environmental Protection Agency (EPA) does not currently label space heaters as ENERGY STAR qualified products. However, all gas combustion space heaters installed under SFR must be high efficiency units (over 90%). 4.11 No dwelling rehabilitated with Program assistance shall retain any unvented combustion heating appliance. No dwelling rehabilitated with Program assistance shall retain any electric resistance heating appliance as its primary heating system. 4.12 Any existing wood-burning space heater should be replaced unless it is: 1) certified by the EPA to meet current emissions regulations; or, 2) air-tight and equipped with a thermostatically-controlled damper/air intake or, 3) air-tight and equipped with a secondary combustion chamber and/or a catalytic combustor. For a list of EPA-approved models see their web site at www.epa.gov . 4.13 If it is the owner's preference that an existing space heater be replaced with a wood-burning space heater, the new unit must be installed according to NC Residential Building Code and be certified by EPA. The Recipient must retain a copy of the EPA label in the client's case file. Any installation of a wood-burning heater should include direct piping of combustion air into the stove, essentially decoupling the combustion air/combustion products from the air inside the house. For a list of EPA-approved models see their web site at www.epa.gov . 4.14 Where the primary heating system is a forced air furnace at least one thermostat (programmable) shall be capable of controlling the heating and cooling system on a daily schedule to maintain different temperature set points at different times of the day. A heat strip outdoor temperature lockout shall be provided to prevent suplemental heat operation in response to the thermostat being changed to a warmer setting. The lockout shall be set to no lower than 35 degrees F and no higher than 40 degrees F. 5.0 Ventilation Systems 5.1 Attic Ventilation. All units rehabilitated with Program funds must be ventilated per NC State Residential Building Code, at a minimum. Each unit should be evaluated individually to determine potential need for additional ventilating. A minimum of one square foot (SF) of free vent area per 150 SF attic floor area is recommended. Where new roof covers are indicated, continuous ridge-and-soffit vent systems should be considered. When soffit vent systems are used, install “baffles” as needed in rafter bays where the rafters intersect with the top plate of exterior walls prior to adding additional insulation in attic areas, to ensure a minimum of a 1-inch space between the insulation and the roof sheathing.. Powered attic ventilation systems shall not be installed under any circumstances. 5.2 Building Envelope Ventilation Standard. All units in which the post-rehab air leakage rate in CFM50 (per section 2.1, above) is lower than the calculated minimum ventilation rate (MVR) in CFM50 for the unit shall be provided with continuous whole house mechanical ventilation. Required ventilation shall comply with ASRAE Residential Ventilation Standard 62.2. Required ventilation is calculated as follows: fan flow (CFM) = 0.01 X floor area of building envelope +7 .5 per occupant. (For a 1200 square foot house with 4 occupants, the required ventilation would be (0.01 X 1200) + 7.5 X 4 = 42 CFM.) Options for achieving the required standard are provided in section 5.3 below. 5.3 Exhaust Fans. Where practicable, all bathrooms and kitchens in units rehabilitated with Program funds shall be fitted with exhaust fans which are vented to the exterior and equipped with backdraft dampers. All ventilation equipment installed under SFR must, in addition to the performance criteria stated below, be ENERGY STAR rated and labeled. (Go to www.energystar.gov for information on ventilating Local or “spot” ventilation must be provided for all kitchens and bathrooms. Bathroom exhaust fans must (1) exhaust at a minimum of 50 CFM as installed, regardless of the fan manufacturer’s rating, and (2) have a maximum sone rating of .5 or less. Four-inch insulated smooth vent ducts are recommended for bath exhaust fans. Kitchen fans shall exhaust at a minimum of 100 CFM as installed, regardless of the fan manufacturer’s rating. Kitchen vent ducts should be smooth, and insulated to prevent fire hazard from the condensation of grease. To meet the continuous ventilation standard at section 5.2, above, methods that use supply air or exhaust air may be used. One method is with a bathroom ventilation system designed to serve as both spot and whole-house ventilation. Such a system should be designed to run continuously at the CFM level appropriate to the house, but also to speed up to a higher CFM level (typically 80 CFM) when an occupant enters the room 5.4 Combustion Equipment. Combustion equipment, including but not limited to furnaces and water heaters, must be located outside the conditioned space, unless they are sealed-combustion or power-vented types. 5.5 Combustion Appliances. Unvented fireplaces, gas logs, space heaters, and other combustion appliances (excluding gas cooking ranges and ovens) are not allowed. All combustion appliances in conditioned spaces shall be tested for carbon monoxide leakage/backdrafting. These tests shall be made with all exhaust fans operating. 6.0 Appliances and Fixtures 6.1 Where installation of a new or replacement water heater with Program funds is indicated it must have an Energy Factor of .93 or greater if electric and .61 if natural gas or propane. Recipients must retain in case files documentation of the brand, model number and Energy Factor for each water heater installed in a Program-assisted dwelling unit. Unless otherwise indicated, water heater thermostats should be set at 120 degrees F. 6.2 If any of the following appliances are installed in conjunction with Program- funded rehabilitation, only ENERGY STAR labeled products shall be selected: dishwasher, clothes washer, refrigerator (refer to information on ENERGY STAR qualified products at www.energystar.gov and click on appliances). If ranges are replaced using SFR funds, they shall be replaced with energy-efficient models having documentation showing that the appliance meets or exceeds ENERGY STAR performance. 6.3 If the scope of work includes the installation of a new bathroom or replacement of existing bathroom fixtures, all fixtures must meet or exceed the water usage standards provided in the N.C. State Plumbing Code , Table 604.4. (See Table below.) 6.4 If the scope of rehabilitation work includes installation of new interior lighting. compact or tubular fluorescent bulbs shall be used in lieu of incandescent bulbs if feasible and acceptable to the homeowner. Most fluorescent bulbs contain a small amount of mercury and need to be used and disposed of in a responsible manner. When fluorescent light fixtures and/or bulbs, whether compact or tube, are installed homeowners should be educated about how to safely clean up broken bulbs, how and where to dispose of burned- out/spent bulbs, and local recycling options. To promote recycling of used and spent fluorescent bulbs recipients are encouraged to provide each assisted homeowner with a recycling container specifically designed for safe storage and transport of such bulbs. Recycling containers are available at many building supply and home improvement centers, and their purchase is an eligible SFR hard cost expense. TABLE 604.4 MAXIMUM FLOW RATES AND CONSUMPTION FOR PLUMBING FIXTURES AND FIXTURE FITTINGS PLUMBING FIXTURE OR FIXTURE FITTING MAXIMUM FLOW RATE OR QUANTITYb Water closet 1.6 gallons per flushing cycle Urinal 1.0 gallon per flushing cycle Shower heada 2.5 gpm at 60 psi Lavatory, private 2.2 gpm at 60 psi Lavatory (other than metering), public 0.5 gpm at 60 psi Lavatory, public (metering) 0.25 gallon per metering cycle Sink faucet 2.2 gpm at 60 psi For SI: 1 gallon = 3.785 L, 1 gallon per minute = 3.785 L/m, 1 psi = 6.895 kPa. a. A hand–held shower spray is a shower head. b. Consumption tolerances shall be determined from referenced standards.