Residential On-Site Survey Form - Prescriptive Site ID #__________
Site ID #: |
SiteID |
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Site Strata: |
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Survey Date: |
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Contact Information:
Owner Name: |
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Occupant Name (if different from owner) |
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Owner Phone: |
Tenant Phone: |
Email: |
Address 1: |
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Address 2: |
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City: Zip: |
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Mailing Address: |
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City: Zip: |
* Mailing address is only needed if different from building address
Survey Tracking Information
Surveyor Name: |
Travel Mileage: |
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Start Time: |
Finish Time: |
Total Time (mins): (Onsite, QC, Travel) |
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Scheduling Notes:
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Month/Year of Home Performance Assessment |
Month/Year of Home Performance Work Completion |
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Number of Year Round Occupants |
Change in number of occupants over the past 12 months? |
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Any significant changes to household energy consumption over the past 12 months? |
Y / N (if yes, please document the changes below) |
Site & Survey Notes (Please note any changes to the household’s energy usage or occupancy over the past 12 months):
Background Information
Dwelling Information
Dwelling type |
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Year Built |
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Number of stories |
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Utility Information
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Electric |
Natural Gas |
Utility |
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Account Number |
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Meter Number |
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Installed Measures
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Measure Description |
Quantity |
Energy Savings |
Units of Savings |
Total Customer Cost |
EE Measure 1 |
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EE Measure 2 |
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EE Measure 3 |
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EE Measure 4 |
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EE Measure 5 |
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EE Measure 6 |
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EE Measure 7 |
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EE Measure 8 |
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Interview & Introduction
Hello, my name is [NAME] and I work with KEMA Inc. I am working on behalf of [Sponsor] to conduct an independent assessment of energy-efficiency technologies installed under the &Program. I am here to meet with [FirstName1 LastName2] to discuss energy-using technologies in this home. (Show letter, identification and business card.) During my visit I’d like to ask a few questions about your home’s general characteristics and then would like walk through to note the number and type of lighting fixtures and visually inspect heating, cooling, and water heating equipment. The survey should take no more than 300 minutes to complete. Do you have any questions regarding my visit?
The U.S. Department of Energy (DOE) would like to inform each individual that the information requested here is being solicited under the statutory authority of Title III of the Energy Policy and Conservation Act of 1975, as amended, which authorizes DOE to administer the State Energy Program (SEP). This information is being sought as part of a national evaluation of SEP, the purpose of which is to reliably quantify Program accomplishments and help inform decisions on future operations. The sole use of the information collected will be for an analysis of national-level Program impacts. Disclosure of this information is voluntary and there will be no adverse effects associated with not providing all or any part of the requested information.
Cooling Equipment –Inventory
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Primary |
Secondary |
C1. Cooling Type C = Central Air Conditioning CO=Cooling
coil HPG= Heat Pump - ground R = Room air conditioning N = No AC OTH = Other (describe) DK= Don’t Know |
C CO HPA HPG R
N DK
OTH________________ [If N or DK skip to CV1] |
C CO HPA HPG R
N DK
OTH________________ [If N or DK skip to CV1] |
C2. Size
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tons / kBtu / kW |
tons / kBtu / kW |
C3. Manufacturer
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C4. Model Number
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C5. Serial Number
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C6. Estimated Age
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1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
C7. Manufacturer Date
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C8.
Efficiency
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SEER / EER |
SEER / EER |
C9. Space Served
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C10. Frequency of Use
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1 2 3 4 5 |
1 2 3 4 5 |
* If Type = Room AC, note the quantity in the notes section
Notes:
Cooling Equipment – Verification of Installed Measures (repeat set of questions for each type of equipment installed under the program)
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Installed Equipment |
CV1. Cooling Type Installed C
=
Central Air Conditioning HPA= Heat Pump – air HPG=Heat Pump - ground R = Room air conditioning DK = Don’t Know OTH = Other (describe) |
C E HPA HPG R
DK
OTH________________ |
CV2. Quantity
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CV3.
Efficiency
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SEER / EER |
[If CV2not equal to quantity in tracker, else skip to CR1]
CV4. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
CV5. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Notes:
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Replaced Equipment |
CR1. Cooling Type Replaced C
=
Central Air Conditioning H= Heat Pump (heats & cools) R = Room air conditioning DK = Don’t know REF = Refused OTH = Other (describe) NO=no cooling equipment replaced |
C E H R DK REF
OTH________________
NO [If NO, DK, REF, skip to H1] |
CR2. Quantity
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CR3.
Efficiency
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SEER / EER |
CR4. Condition of replaced equipment G= Good F= Fair P=Poor I=Inoperable DK=Don’t know REF=Refused |
G F P I DK REF
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CR5. Estimated Age
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1 2 3 4 5 6 |
Notes:
Heating Equipment –Inventory
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Primary |
Secondary |
H1. Fuel Type N=Natural gas B= Bottled gas/propane E=Electric O=Oil K=Kerosene W=Wood S=Solar G=Geothermal OTH=Other (describe)_________ NO=No heating system DK=Don’t know |
N B E O K W S G
OTH _____________
NO DK [If NO or DK skip to HV1] |
N B E O K W S G
OTH _____________
NO DK [If NO or DK skip to HV1] |
H2. Heating Type
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1 2 3 4 5
6 7 8 9 10
11 12
13_____________
14 15 |
1 2 3 4 5
6 7 8 9 10
11 12
13_____________
14 15 |
H3. Input Capacity
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kBtuh / kW / GPH |
kBtuh / kW / GPH |
H4. Output Capacity
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kBtuh / kW |
kBtuh / kW |
H5. Manufacturer
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H6. Model Number
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H7. Serial Number
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H8. Estimated Age
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1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
H9. Manufacturer Date
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H10. Efficiency *
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AFUE / COP |
AFUE / COP |
H11. Space Served
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H12. Frequency of Use
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* If efficiency not available for electric equipment, note volts and amperage from nameplate. (For non-electric equipment, note input and output values).
Notes:
Heating Equipment – Verification of Installed Measures (repeat set of questions for each type of equipment installed under the program)
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Installed Equipment |
HV1. Heating Type Installed G
=
Natural gas boiler H= Heat pump (heats & cools) DK = Don’t know OTH = Other (describe) |
G W H DK
OTH________________ |
HV2. Quantity
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HV3.
Fuel type
OTH=Other (describe)_________
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N B E O W S
OTH____________________ |
[If HV2 not equal to Quantity in Tracker, else skip to HR1]
HV4. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
HV5. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Notes:
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Replaced Equipment |
HR 1. Heating Type Replaced G
=
Natural gas boiler F=Furnace DK = Don’t Know REF = Refused OTH = Other (describe) NO=No heating equipment replaced
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G W F DK REF
OTH________________
NO
[IF NO, DK, REF, skip to WH1] |
HR 2. Condition of replaced equipment G= Good F= Fair P=Poor I=Inoperable DK=Don’t know REF=Refused |
G F P I DK REF
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HR 3. Estimated Age
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1 2 3 4 5 6 |
Notes:
Water Heating Equipment –Inventory
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Primary |
Secondary |
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WH1. Fuel Type N=Natural gas B= Bottled gas/propane E=Electric O=Oil K=Kerosene W=Wood S=Solar G=Geothermal OTH=Other (describe)_________ NO=No heating system DK=Don’t know |
N B E O K W S G
OTH _____________
NO DK [If NO or DK skip to WHV1] |
N B E O K W S G
OTH _____________
NO DK [If NO or DK skip to WHV1] |
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WH2. Equipment Type:
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1 2 3 4 5
6________________
8 9 |
1 2 3 4 5
6________________
8 9 |
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WH3. Manufacturer
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WH4. Model Number
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WH5. Serial Number
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WH6. Manufacture Date |
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WH7. Quantity |
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WH8. Size: Tank Capacity/Volume in Gallons
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WH9. Rated Input Capacity
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WH10. Rated Input Capacity Units: (W=kW or B=kBtuh)
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WH11. Location
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1 2 3 4 5
6__________________
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1 2 3 4 5
6__________________
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WH12. Location dimensions (W x D x H)
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WH13. Is water heater less than 8’ away from all DHW fixtures?
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WH14. Estimated Age
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1 2 3 4 5 6 7 |
1 2 3 4 5 6 7 |
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WH 15. Water Heater wrap
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WH16. Hot water pipes insulated
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WH17. Water heater timer visible?
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Y N DK |
Y N DK |
*Select solar water heater back-up fuel [N = natural gas, E = electricity, F = fuel oil, P = propane]
Notes:
Water Heating Equipment – Verification of Installed Measures (repeat set of questions for each type of equipment installed under the program)
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Installed Equipment |
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WHV1.
Fuel type
DK = Don’t know OTH=Other (describe)_________
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N B E O S DK
OTH____________________ |
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WHV2. Quantity
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WHV3. Temperature setting
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[Ask If WHV2 not equal Quantity in Tracking, else skip to WHR1] WHV4. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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WHV5. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Notes:
Water Heating Equipment – Replaced Equipment
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Replaced |
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WHR1. Fuel Type N=Natural gas B= Bottled gas/propane E=Electric S=Solar G=Geothermal OTH=Other (describe)_________ NO=No heating system DK=Don’t know REF=Refused |
N B E S G
OTH _____________
NO DK REF |
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WHR2. Equipment Type:
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1 2
3________________
4 5 |
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WHR3. Temperature setting
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WHR4. Is a clothes washer present? Y= Yes N= No DK=Don’t know
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Y N DK
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WHR5. Do you wash clothes in warm or hot water? A=Always S=Sometimes N=Never DK=Don’t know REF=Refused
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A S N DK REF |
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WHR6. Is a dishwasher present? Y= Yes N= No DK=Don’t know
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Y N DK
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Notes:
Lighting Inventory
Record information on all interior and exterior lighting sockets on the attached sheets. Refer to bulb shape code list.
Fixture Group Information |
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F1. Fixture Group # |
_____ |
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_____ |
_____ |
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_____ |
F2.
Location
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F3. Control Type |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
S D L 3 M P T |
F4. Fixture Type |
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F5. Total # of Fixtures |
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Lamp Information |
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L1. Lamps per Fixture |
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L2. Watts per Lamp |
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L3. Lamp Type |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
I C F H L O |
L4. Lamp Shape |
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L5. Base Type |
SM SS P O |
SM SS P O |
SM SS P O |
SM SS P O |
SM SS P O |
SM SS P O |
SM SS P O |
SM SS P O
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SM SS P O |
* I = Incandescent, C = Compact Fluorescent, F = Fluorescent, H = Halogen, L = LED, O = Other
SM = Mini Screw SS = Standard Screw P = Pin O = Other
S = Switch D = Dimmer L = Photocell 3 = Three-way M = Motion P = Photomotion T = Timer
Notes:
Room Types |
Fixture Types |
Lamp Types |
Lamp Descriptions |
Basement |
Ceiling fixtures |
CF-I-A |
Compact fluorescent integrated – Use code from below |
Bathroom – 1 |
Ceiling Fan |
CF-Mini |
Any CFL with mini screw base |
Bathroom – 2 |
Floor Lamp |
CF-PIN-Base |
Compact fluorescent type all, non-integrated ballast (pin base) |
Bathroom – 3 |
Other |
F-12 |
T-12 Fluorescent |
Bathroom – Master |
Architecturally Integrated (built into furniture) |
F-4 |
T-4 Fluorescent |
Bedroom – 1 |
Garage Door Opener |
F-5 |
T-5 Fluorescent |
Bedroom – 2 |
Wall mount |
F-8 |
T-8 Fluorescent |
Bedroom – 3 |
Recessed can |
F-CIR |
T-12 or T-8 Circular |
Bedroom – 4 |
Torchiere |
F-OTH |
Other Tube Fluorescent not listed above |
Bedroom – Mster |
Chandelier / Hanging |
F-TUBE-UNK |
Unknown fluorescent tube lamp |
Breakfast Nook |
Table lamps |
HAL-MR |
MR-16 pin based halogen |
Closet |
Track lighting |
HAL-PAR |
Halogen Parabolic Reflector |
Dining Rm |
Under Cabinet |
HAL-QTZTUB |
Halogen quartz tube |
Family Room |
Exterior – post |
HAL-OTH |
Other Halogen lamp not listed above |
Garage |
Exterior – walkway |
I-DEC |
Decorative screw based incandescent |
Hall |
Exterior – wall mount |
I-FLOOD |
Flood/PAR screw based incandescent |
Kitchen |
Control Types |
I-GLO |
Globe style screw based incandescent |
Laundry Rm |
Switch |
I-Mini |
Any incandescent with mini screw base |
Living Rm |
Dimmer |
I-OTH |
Other screw based incandescent |
Office |
Motion |
I-STD |
Standard screw based incandescent |
Other |
Photocell |
I-UNK |
Unknown type screw based incandescent |
Exterior Porch |
Photo/motion |
HEAT LAMP |
Relatively high wattage incandescent lamp commonly found in bathrooms |
Exterior – Other |
Timer |
SSL |
Any Solid State Lamp |
Rec Rm |
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Wattage |
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888 – three way |
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999 – unknown |
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[Ask If F5 not equal to Quantity in Tracker, else skip to DW1]
LV1. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
LV2. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Appliance Verification
Dishwasher |
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DW1. Did you replace an existing dishwasher? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
[If N, DK, REF then skip to DW5
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DW2. Estimated Age of replaced dishawasher
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1 2 3 4 5 6
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DW3. Was the replaced dishwasher working? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
[If N, DK, REF, skip to DW5]
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DW4. Condition of replaced dishwasher G= Good F= Fair P=Poor DK=Don’t know REF=Refused |
G F P DK REF
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[ Ask If quantity not equal to quantity in tracker, else skip to CW1]
DW5. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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DW6. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
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Clothes Washer |
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CW1. Did you replace an existing clothes washer? Y= Yes N= No DK=Don’t know REF = Refused |
Y N DK REF
[If N, DK, REF skip to CW4]
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CW2. Estimated Age of replaced clothes washer
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1 2 3 4 5 6
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CW3. Was the replaced clothes washer working? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
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CW4. Do you have a clothes dryer?
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Y N DK REF [If N, DK, REF skip to CW6] |
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CW5. Fuel type of clothes dryer: E=Electric N=Natural Gas OTH=Other (specify)_________ DK=Don’t know REF=Refused
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E N
OTH_________
DK REF |
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[Ask if quantity not equal to quantity in tracker, else skip to R1]
CW6. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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CW7. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
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Refrigerator |
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R1. Location of freezer:
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1 2 3 4 5 |
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R2. Through the door ice machine in new refrigerator:
Y= Yes N= No DK=Don’t know
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Y N DK |
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R3. Type of defrost:
A=Automatic defrost P=Partial automatic defrost M=Manual defrost DK=Don’t know |
A P M DK |
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R4. Plugged in and operating:
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1 2 3 4 5 |
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R5. Size:
C=Compact S=Standard O=Oversized DK= Don’t know
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C S O DK |
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R6. Did this refrigerator replace an existing refrigerator Y= Yes N= No DK=Don’t know REF=Refused
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Y N DK REF
[If N, DK, REF, skip to R14] |
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R7. Location of freezer for replaced refrigerator:
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1 2 3 4 5 |
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R8. Through the door ice machine in replaced refrigerator:
Y= Yes N= No DK=Don’t know REF=Refused
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Y N DK REF |
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R9. Through the door ice machine in replaced refrigerator:
Y= Yes N= No DK=Don’t know REF=Refused
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Y N DK REF |
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R10. Estimated Age of replaced refrigerator
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1 2 3 4 5 6
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R11. Has the replaced refrigerator been removed from the home?
R=Removed from home S=Still have it DK=Don’t know REF=Refused
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[If S, DK, REF, skip to R13] |
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R12. How did you dispose of your old refrigerator?
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1 2 3 4 5 6 7
8__________________
9 10
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R13. Was the replaced refrigerator working? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
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[If quantity not equal to quantity in tracker, else skip to I1]
R14. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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R15. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Notes:
Other Measure Verification
Insulation |
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I1. Did you add insulation to walls, attic/ceiling or both? W= Wall only A=Attic/ceiling only B=Both DK=Don’t know REF=Refused |
W A B DK REF
[If A skip to I8, if DK, REF skip to SHA1] |
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I2. Was there existing insulation in walls? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
[If N, DK, REF skip to I4]
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I3. Previous R value or number of inches in wall insulation:
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I5. Number of Rooms insulated
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[Ask If quantity not equal to quantity in tracker, else if I1= B skip to I8, else skip to SHA1]
I6. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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I7. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
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I8. Existing insulation in attic/ceiling? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
[If N, DK, REF skip to I10] |
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I9. Previous R value or number of inches in attic/ceiling insulation:
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[Ask If quantity not equal to quantity in tracker, else, skip to SHA1]
I11. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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I12. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
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Showerhead and Faucet Aerators |
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SHA1. Quantity showerheads installed through the program |
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SHA2. Where was the showerhead installed? (more than one response allowed)
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1 2 3 4 5_____________
6 7
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SHA3. Quantity aerators installed through the program |
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IF SHA1 or SHA3 not equal to quantity in tracker, else skip to DT1]
SHA6. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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SHA8. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
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Duct testing and Sealing |
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DT1. Was the duct system installed or replaced during the time you have lived in the home? Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF
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DT2. Estimated Age
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1 2 3 4 5 6 |
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Other Equipment Installed Through the Program (repeat as needed) |
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O1. Type of equipment
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[If none, skip to D1] |
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O2. Quantity installed through the program |
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[IF O2 not equal to quantity in tracker, else skip to D1]
O3. Reason quantity differed:
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1 2 3 4
5___________________
6 7 |
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O4. Do you plan to install in the next year?
Y= Yes N= No DK=Don’t know REF=Refused |
Y N DK REF |
Notes:
Housing and Demographic Information
D1. Housing Type:
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1 2 3 4 5 6 7
8___________________
9 10
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D2. Number of year-round occupants:
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D3. Number of rooms (exclude laundry rooms, foyers, unfinished spaces and garages):
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D4. Square footage:
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D5. Number of floors:
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1 2 3 4
5 6
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D6. Age of building:
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1 2 3 4 5 6
7 8
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SEP
– Residential On-site M&V - Prescriptive Page
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
File Title | Site ID #: |
Author | Jessica Harrison |
File Modified | 0000-00-00 |
File Created | 2021-01-31 |