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ECOS User Manual

1. Post Wx a z z ee j 02 004 Floor over unintentionally heated basement no insulation 02 004 Floor ower unintentionally heated basement no insulation PETT Notes Figure 4 30 9 If needed please add any relevant notes in regards to the specific segment under the notes comment box 56 Page Motes Figure 4 31 10 Click the button to finish See Adding Floor and or Attic Segments Note The following naming convention should be used for walls when entering Segment Location FA Where iv F Building Floor O Basement 1 First Floor 2 Second Floor 3 Third Floor 4 Fourth Floor v A Segment Designation this is alpha A thru Z where A first segment B second segment C third segment thru Z 26th segment EXAMPLE 1A is the code for a wall on the first 1 floor for the first A segment The system will automatically add in orientation into the name So this example if south facing would appear as S1A 57 Page Copy of Segments To copy a segment 1 Single click on the segment to get copied 30 To Job Space Detail Name Sunroom Description A Type Conditioned Space v Segments Location Pre Condition Code Adjacent Spaces 03005 Noe Figure 4 32 2 Click the Copy button Next the following fields will automatically be prepopulated Segment Type Pre Wx Code and Post Wx Code Note All other fields must be re entered For Walls Segment Orientation Seg
2. Figure 4 2 Filter Edit HEERE Edit Edit Edit Edit E Edit Figure 4 1 4 Ifthe owner is not already in the system click the button on the Owner Select screen 42 Page Owner Select 9 Person Organization Figure 4 3 5 Type in owner s personal information Owner Detail Suffix Date of Birth Identification Type Identification Number Figure 4 4 43 Page 6 Type in building owners contact information Figure 4 5 7 Click the Enter Address Address Type Address Line 1 Address Line 3 City State Zip Figure 4 6 44 Page 8 Enter the owner s address Enter Address Address Type Primary Mailing Address Address Line 1 Address Line Address Line 3 City State Zip Figure 4 7 9 Type in the first couple letters of the desired town and hit the Enter key on your keyboard City State Zip Aug lt Town Search Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04331 Augusta Maine 04332 Augusta Maine 04333 Augusta Maine 04334 Augusta Maine 04335 Augusta Maine 04336 Augusta Maine 04337 Augusta Maine 04338 ype characters and press enter to load drop down Figure 4 8 Note This will do a search for all towns in the database beginning with these characters 10 Select the appropriate municipality from the drop down a
3. Figure 5 4 103 Page 32 Type in building owners contact information Address Phone E Mail Address Figure 5 5 33 Click the Enter Address Address Type Address Line 1 Address Line 2 Address Line 3 City State Zip Figure 5 6 104 Page 34 Enter the owner s address Enter Address Address Type Primary Mailing Address Address Line 1 Address Line 2 Address Line 3 City State Zip Figure 5 7 35 Type in the first couple letters of the desired town and hit the Enter key on your keyboard City State Zip Aug lt Town Search Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04331 Augusta Maine 04332 Augusta Maine 04333 Augusta Maine 04334 Augusta Maine 04335 Augusta Maine 04336 Augusta Maine 04337 Augusta Maine 04336 ype characters and press enter to load drop down Figure 5 8 Note This will do a search for all towns in the database beginning with these characters 36 Select the appropriate municipality from the drop down and click the OK button The address will now be displayed in the grid 105 Page Address Phone E Mail Address Address Type Address Line 1 Address Line 2 Address Line 3 Municpalty gt Primary Ma ing Address 1 Fake St Augusta Maine 04330 Figure 5 9 Note To edit the address double click into the appropriate field and edit as needed
4. fuel Type Activation Deactivation Measurements Click to expand Figure 5 33 NOTE For combustion water heating systems click the icon to enter PRE and POST data 120 Page Measurements Click to collapse Test Date Pre Wx Post Wx Pre Wx Post Wx Over Fire Draft Stack Temperature Smoke 55 Eff O or CO Out Comb Air CO lt 50PPM E E Chimney Condition Water Temp Setting Ambient Temp Insulation Blanket E E Spillage El E CAZ Depress Comments a Figure 5 34 8 Click on the button to finish Note To delete an existing water heater first click on the appropriate heater highlighting it in the grid Next click on the button Note Orto modify an existing water heater listed first double click on the appropriate heater listed and edit as needed Heating System Improvements From the heating systems improvements screen the user has the ability to add heating system improvement tasks as well as control tasks see screenshot below 121 Page Heating System Improvements Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Improvements Add Edit Delete improvement Controls Add Edit Delete Control Annual Energy Savi Cost l Save Cancel Figure 5 35 In order to enter the heating system improvements section of the energy audit the user will click on the Heating System Improvement button on the Heating System Detail screen Heating Syste
5. Finalize Change Order futher changes to this job will require that you follow a formal change order process Are you sure you want to continue Figure 6 17 Note The user will be asked to confirm that the finalization should occur since once the work order has been finalized the work order cannot be changed All changes past this point will be reflected in the change order Once the work order s has been finalized it can be printed and or saved from the job reports screen Work Orders Change Orders Job Info Owner Doe Jane Physical Address 2 Water St Skowhegan ME 04976 Agency KVC Client Doe Jane Reports Report Description Date Created Weatherization Technician Work Order Advance Spray Foam 06 21 2012 Advance Spray Foam Work Order Advanced Energy Conservation Systems 06 21 2072 Advanced Energy Conservation Systems Work Order All 06 21 2012 All Audit Summary N A Energy Audit Field Form N A Figure 6 18 155 Page Example from work order Weatherization Job Summa Conductive Tasks Insul Cellulose Wall Task Code 072 101 0030 Materials CELLULOSE INSULATION BORATE ONLY GRADE NECESSARY FASTENERS FOR SIDING SHEATHING REPLACEMENT MATERIALS NECESSARY FOR SEALING ACCESS HOLES Instructions Building Segment Quantity Cost Auditor Notes Instructions Wall N1A 400 00 SF 900 00 Wall S1A 400 00 SF 900 00 Wall E1A 200 00 SF 450 00 Wall W1A 200 00 SF 450 00 Insul Cellulose Op
6. October 26 ECOS User Manual 2012 ECOS SR 2 Production 1 Page 1 2 Table of Contents LOSI RI O A E E 7 US SRAM ON E tdanuae te bencieteateettaantanotdsaneetesayautericatestinastoeieatertaas 8 O a E a savccoune nes 8 Che AES amewUSseras albores 9 Edit Manage Existing Usada 12 Program Administrator dA 13 CAA AMIN a Ud 13 WETS D So E N E A iOs 13 Edt WX TECHNICA aida 20 Delete Wx Technician aT E NEA 21 Drop Down Maintenance ccsccssccseceseccscceseceseceseccseceseceseceseecsectseeeaectseetaeetseetseetseesaeetseeseesseesseetsaees 21 Enere AUDE role aaa 22 AOO eren awa A vies nes A OE 22 Fr Cll EENE A EAEE AEE EENAA EE E ENE ERTA AEN AEE ENT E 28 DEIRO eoa O E N TEE E I 29 FUNAMNO SOURCES na N AA A E N 31 PRG Gh KEA E EA EE E EE T E E Y 31 FE GULL AP A 32 Dotar 33 incompatible Funding SOUPCES ia A 34 PRS NCIS aaa aaa 34 Ns 34 A ices stated aie cist ten E A EEA E dean E 35 PMO sce eee acacia cal dada cece ena ede 36 Penodi Maltes N Beaune dpseea 37 Aldaia ao aia 38 A ssf Fi arses oor di paren once toed pueceaemin att do A 39 Be Ee E A Adina 40 TISK COJE asilos 40 Sinele Fami y Enere AU anera A NR puauouss 42 Create New Energy Audit Single Family Dwelling ooccccconcccnnnnocnnnonacinnnonacinnnanocanonanonnnonarononanoss 42 OpenbBxistine Endere y AUGI acento eee 49 Enere AUN ds 50 PRAGUE SUIT AN aida 51 A A ANN WV he aataraitt ose sosmenu natal al cacaniutdaded AT Maes aa 51 PUTCO see i ls
7. a To remove a single job to the billing group click the button b To remove all available jobs to the billing group click the ea button Billing Group Detail aaa Billing Group Name Billing Group Status Pending Inspected Jobs Ready for Billing Group Assignment Jobs Assigned to Billing Group Job ID Name Amount Job Bill Status Job 1D Name Amount Job Bill Status Comp Review Tech Review 0000000233 Green Mick 1 680 20 Figure 7 8 Submit Billing 1 Once all of the jobs have been moved to either Jobs Assigned to Billing Group or Inspected Jobs Ready for Billing Group Assignment click the button 2 The lower portion of the screen will now ask you to confirm that the bill is ready to be submitted Continue with Billing Submit Cancel Submit Figure 7 9 176 Page 3 Click the _ Continue button to proceed with the billing process a Click the _ Cancel Submit button if the submit button was initially selected in error 4 Once the Billing Group has been submitted the Billing Group Status will now show as Billed Billing Group Status Billed Figure 7 10 8 Billing MH Review Billing Job This is how you will review the job as a MH staff member Enter in search criteria and select the Search button or leave fields blank and click the search button to see all results Billing Groups Agency Billing Group Name All A test Open Agency Billing Group Name Billing Group Status K
8. button to finish To delete an existing task code 1 Select the row you wish to delete 2 Click the button 3 A confirmation box will appear Figure 3 47 4 Click the LJ button 5 Once everything is entered to the user s satisfaction press the Save l or the button 41 Page 4 Single Family Energy Audit The energy audit section allows you the energy auditor to data entry the field form captured during the initial audit You will find the Energy Audit section under the Building menu item in the local navigation bar on the left hand side of your screen Create New Energy Audit Single Family Dwelling To create a new energy audit 1 Click on the Buildings menu item shown on the left 2 Click on the button on the Buildings screen Buildings 270 Venus Street Big Ten Township ME 8202 Venus Street Sebasco ME 04565 4057 Venus Terrace West Buxton ME 04093 434 Brown Street Abbot ME 04406 15 Elm St Skowhegan ME 04976 10 Oak St Skowhegan ME 04976 Lisa Green Ben Pink William Brown Robbie Uranus Peter Simmons Landlords Inc Building Type v Single Family Single Family Single Family Single Family Single Family Single Family 3 Click on the button to add a building owner Building Info Building Type Single Family Multi Family Owner Owner Mailing Address Line 1 Line 2 Municipality Not yet selected Owner Contact Information
9. s heating systems based on the heating system type fuel type priority and also its pre post related efficiency details To add a new heating system for the household Heating Systems General Info Building Type Single Family Ovmer Complex Physical Address Heating System Type Fuel Type Priority Jennifer Robbins 1198 Red Terrace Hampden Center ME 04444 Activation Action Figure 4 40 1 Click the button this will bring the user to the Heating System Details screen 2 The user will fill in the fields in the following screen shot asterisks denote required fields 62 Page Heating System Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Type Fuel Type Nozzle Size Heating System Priority Heating System Condition Activation Deactivation Measurements Test Date Over Fire Draft Stack Temperature Over Fire Breech Steady State Efficiency Smoke SSE Source Oz or CO2 Outside Combustion Air CO lt 50ppm Chimney Cond CAZ Depress Smoke Spillage Comments Save Cancel Heating System Improvement Default Figure 4 41 From the above shown screen the user will enter all of the pertinent heating system detail for each heating system in the house hold primary secondary and tertiary NOTE If the SS Eff is left blank for a primary heating system ECOS will assume the
10. Bid Description Bid Activation Date Bid Deactivation Date Bid File Browse Upload Bid Wx Technician Bid Description Activation Date Deactivation Date Action There are currently no bids uploaded for this technician Save Cancel Figure 3 12 1 Type in the bid description set the activation date and set the deactivation date for the bid NOTE The activation date is the date at which the bid can first start to be used and the deactivation date for the bid references when the bid is no longer to be used when creating jobs Browse 2 Click the button 19 Page 3 Select the bid sheet located on your computer network 4 Click the L YPadBid button 5 Click the Save button to finish 6 Abid will appear in the table at the bottom of the screen after being uploaded Wx Technician Bid Description Activation Date Deactivation Date Action Test Test Add Bid 01 01 2010 01 01 2013 Edit Delete Save Cancel Figure 3 13 Edit existing bid sheet In order to edit an existing Wx Technician bid click the edit button for the bid you wish to modify This will take you to the Bid Details screen Once there simply double click any cell in the Units Material Cost Unit Cost Labor Hours Labor Cost or Total Cost columns Bid Detail Task Material Cost Hourly Cost Labor Cost Labor Hours Total Cost Action 010 036 0005 Incidental Repair General Labor 0 00 1 00 1
11. E Mail Address Add Delete Address Type Address Line 1 Address Line 2 Address Line 3 Municipality Primary Mailing Address 123 DOE Road Gardiner ME 04345 M Default Funding Source Minimum SIR Allowed 0 Save Cancel Figure 3 35 32 Page 5 The Funding Source Detail screen acts much like the Create New User and Add Energy Auditor sections previously covered in this document NOTE The default funding source check box should be marked for the funding source which should automatically be assigned to all billing NOTE The default funding source can only be set for one funding source If you select a new or different funding source as the default then the other default funding source will automatically get unmarked as the default without warning NOTE A funding source should not be deleted unless its creation in the system was a mistake In order to delete a funding source 1 Click the name of the funding source you wish to remove 2 Click the L9 8 button 3 Aconfirmation box will appear oran E Figure 3 36 4 Click the button to confirm 33 Page The Incompatible Funding Sources table at the bottom of the screen will automatically populate with every non selected funding source once any of the funding sources are selected Check the box in the Funding Source is Incompatible column in order to make that funding source incompatible with the selected f
12. Energy Audit Status Complete Inspection Information Inspection Type Inspection Comments Inspector Cyan Abraham v Inspection Date 06 02 2010 vr Figure 6 30 b Final When the final inspection is done you will add an inspection with the type of Final From here you will enter in all post inspection values Inspection Final Summary General Info Client Name Julia Yellow Auditor comment Job Address 449 Lincoln Terrace Gotts Island Maine Job ID 0000000233 Energy Audit Status Complete Inspection Information Inspection Type Inspection Comments r Inspector Purple Fred x Inspection Date 09 20 2012 072 101 0030 Insul Cellulose Wall Conductive 0 00SF 0 00SF Fail 072 106 0010 Insul Fglas Floor 6X16 Conductive 0 00 SF 0 005F Pending Figure 6 31 Summary 1 Select Inspection from left side menu 2 Click the _ Update button associated to the inspection you wish to view 162 Page 4 Inspections Inspector Inspection Date Inspection Type Result Status Action Abraham Cyan 1 1 2011 In Progress In Progress Update Delete Figure 6 32 This screen will show the client general information name address id audit status and inspection information inspection type inspector name inspection date and inspector comments Select Inspection from left side menu Click the _Update button associated to the final audit you wish to update Click on the Blower
13. Figure 4 112 99 Page 3 Click on the button to confirm delete In order to create a job from the energy audit the energy audit must first be closed to assure that no changes will occur To close an energy audit 1 Gotothe Add Review Tasks screen for the audit Close Energy Audit 2 Click the button Note Youcan always tell if an energy audit is closed by the red message shown at the top of each screen of the energy audit Closed Changes Cannot Be Saved Reopen to Edit Go To Job Audit Summary Figure 4 113 It is however possible to reopen the energy audit in the case where a change order needs to be submitted To reopen a closed energy audit 1 Gotothe energy audit menu 2 Search for and load the energy audit For more info please see the Open Existing Energy Audit section in the manual Audit Closed Changes Cannot Be Saved Reopen to Edit Figure 4 114 3 Click onthe button 4 Next you will arrive on the audit and job re open screen Re Open En Audit 5 Click on the button 100 Page Audit And Job Re Open For Physical Address Address Line 1 Address Line 2 Municipality Status Energy Audit Comp Wx Job Figure 4 115 6 Next note that the status changed from Complete to Re Open Go To Audit 7 Click on the button to return to the audit 5 Multi Family Energy Audit Create New Energy Audit Multi Family Dwelling The energy audit section allows you t
14. NOTE Multiple agencies can be assigned to one user Activation Date Deactivation Date Action E Insert Cancel Figure 2 3 5 Click the down arrow for the Agency cell and select the appropriate agency 6 Enter activation date NOTE The activation restricts the earliest date from which the user can login to the system NOTE The deactivation date restricts the latest date for which the user can login to the system lt lt Add User to Role 7 Assign roles to user by highlighting roles available and clicking the button Roles ASS Available Roles BillPaidAdministration Billina Administration DeleteEnergy Audit Delete Job lt Add User to Role EnergyAuditor FinancialReviewer Everyone Remove User from Role gt gt ProgramAdministration StatfAdministration med Roles Figure 2 4 10 Page 8 Click the button to finish NOTE Once the user information has been successfully saved the user will be brought back to the main User Administration screen 11 Page Edit Manage Existing User 1 Click on the User Administration menu item on the left User Management Username dmeccormick DOEReviewer DWhittier jcaruso jebasinger jpizzolato Description Account Detail Action Dale McCormick Edit Delete DOEReviewer Dan Whittier Edit Delete Joe Caruso Delete Justin Pizzolato Figure 2 5 2 Locate the user in the grid and click the Edit button associated to that row
15. Simmons Peter Preview Change Order Finalize Change Order Building Segment Quantity Task Code Task Attic Geili N A ae ADS ere z Figure 6 25 Once the change order has been finalized a new change order will be created if further changes are made Message from webpage O After selecting Finalize Change Order futher changes to this job will require that you follow a formal change order process Are you sure you want to continue Figure 6 26 Note The finalized change orders can be printed on the job reports screen and the change orders will be chronologically numbered to reflect finalized change order Change order 1 represents the first change made 159 Page Work Orders Change Orders Job Info Ovmer Simmons Peter Physical Address 15 Elm St Skowhegan ME 04976 Agency KVC Client Simmons Peter Reports Report Description Date Created Weatherization Technician Work Order Advance Spray Foam 06 14 2012 Advance Spray Foam Work Order Advanced Energy Conservation Systems 06 14 2012 Advanced Energy Conservation Systems Change Order 1 Advance Spray Foam 06 21 2012 Advance Spray Foam Change Order 1 Advanced Energy Conservation Systems 06 21 2012 Advanced Energy Conservation Systems Work Order All 06 14 2012 All Audit Summary NA Energy Audit Field Form N A Print Report Figure 6 27 Example from change order The Contractor obtained authorization to make the following work changes
16. Summary Work Change Orders Reconciliation Inspection Assign Funding Reports MH Review Job History Figure 6 13 2 Review history Event History General Info Client Name Venus Tracy Job Address 261 Robbins Road North Alfred ME 04002 Current Status Energy Audit Status Open Job Status Open Billing Status N A History Event Date Audit Created April 4 2012 Audit Status Change to In Progress April 4 2012 Job Created April 4 2012 Job Status Changed to In Progress April 4 2012 Audit Status Change to Re Open April 4 2012 Job Status Changed to In Progress April 4 2012 Job Status Changed to In Progress April 4 2012 Job Status Changed to In Progress April 4 2012 Job Status Changed to In Progress April 4 2012 Job Status Changed to In Progress April 4 2012 Figure 6 14 153 Page Work Change Orders The work change order screen lists all approved tasks that were selected on the task selection screen to be part of either the work or change order The work order is generated first and once finalized the change orders are generated Both the work and change orders can be previewed before finalized at the user s discretion To preview the work order 1 Open the desired job 2 Gotothe Work Change Orders screen Approved Tasks Job Info Owner Doe Jane Physical Address 2 Water St Skowhegan ME 04976 Agency KVC Client Doe Jane Preview Work Order Fina
17. The energy auditors section allows the user to add edit and delete auditors that can be assigned to an audit To add a new energy auditor 1 Click on the energy auditors menu item on the left from the program administration area 2 Click the button Energy Auditors Delete Last Name First Name Doe John k Tester Janick Test James 1 Maurittzen Tom Test One Aldridge Rhett ies al Figure 3 16 3 Type in energy auditor s personal information Add Edit Energy Auditor First Name Peter Suffix or v Middle Name Date of Birth 1 1 9956 Last Name Tester Identification Type v Gender Male w Identification Number Figure 3 17 22 Page 4 Type in energy auditor s contact information Figure 3 18 5 Click the Add button to add an address Enter Address Address Type Address Line 1 Address Line 2 Address Line 3 City State Zip Figure 3 19 23 Page 6 Select the appropriate address type from the drop down box Enter Address Address Line 1 Choose Address Type Primary Mailing Address Remittance Address Physical Address Alternate Mailing 4ddress Address Line 2 Address Line 3 City State Zip Figure 3 20 7 Next continue to type in the information for Address Line 1 and if needed Line 2 and 3 Aug lt Town Search Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04331 Augusta Maine 04332 Augusta Maine 043
18. pertaining to both the client and to the dwelling Air Quality Assessment General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 2 Blue Ben 3 3 Blue Ben Blue Ben 5 Client Information Moisture Mold Mildew Condensation Other Hazards Check box only if the condition is observed and verified E Smokers EC Asthma E Bronchitis Fl Flu Symptoms Fatigue E Dehumidifier F Humidifier El Other Figure 5 44 To enter the air quality assessment collected during the initial audit 6 Select the unit you wish to enter air quality data for Note ECOS will default to the first unit listed 7 Check off the appropriate check boxes Note The tab shown with a white background is the tab selected Please navigate through the different tabs by single click 128 Page Client Information Moisture Mold Mildew Condensation Other Hazards LJ Dirt Floor LIEffiorescence O sil Rot Gutters LI Standing Water LI Firewood LI Kitchen Vent Cl Plumbing Leaks Cl Sump Pump Clothes Drying Bathroom Vent L Humidifier Use L Water Staining Dryer Not Vented LI Roof Leaks LJ Aquarium LJ Unvented Space Heater LL Other Figure 5 45 NOTE To enter comments please check the other check box and enter in a description Client Information Moisture Mold Mildew Condensation Other Hazards LI Dirt
19. storm door Metal uninsulated garage door Metal insulated garage door Segment type Attic Ceiling Attic Ceiling Attic Ceiling Attic Ceiling Attic Ceiling Door Door Door RValue Degraded 1 70 6 70 12 70 15 70 20 70 False False False False False 7 50 1 10 11 10 Action Edit Delete Edit Delete Edit Delete Edit Delete Edit Delete Figure 3 42 False Edit Delete False Edit Delete False Edit Delete Add Cancel Figure 3 43 3 Type in data or select from the provided drop down menus when selections are limited to a particular set 38 Page Basement Wall Basement Floor Slab on Grade Figure 3 44 4 Once everything is entered to the user s satisfaction press the button or the button if the new row was not necessary Edit Any item can be directly edited on the Condition Code Maintenance screen Click on the button associated to the row you wish to modify NOTE Again once everything is entered to the user s satisfaction press the Add or the button 39 Page Delete In order to delete row 1 Select the row you wish to remove 2 Click the button 3 A confirmation box will appear Figure 3 45 4 Click the button 5 Once everything is entered to the user s satisfaction press the Save or the Save a
20. 00 1 00 1 00 010 036 0010 Incidental Labor Electrician 0 00 1 00 1 00 1 00 1 00 Edit 061 102 0005 Framing 2X4 1 00 1 00 1 00 1 00 2 00 Edit 061 102 0010 Framing 2X6 1 00 1 00 1 00 1 00 2 00 Edit 061 102 0015 Framing 2X8 1 00 1 00 1 00 1 00 2 00 Edit 061 102 0020 Framing Pt 2X4 1 00 1 00 1 00 1 00 2 00 Edit 061 102 0025 Framing Pt 2X6 1 00 1 00 1 00 1 00 2 00 Edit m Figure 3 14 To edit an existing weatherization technician 1 Click on the wx technicians menu item on the left from the CAA Administration area 20 Page 2 Click on the button associated to the technician that needs to be edited 3 Next edit the appropriate information Save 4 Click on the button to finish NOTE Wx technicians should not be deleted unless they were created in the system by mistake To delete an existing wx technician 1 Click on the wx technicians menu item on the left from the program administration area 2 Highlight by single clicking on the technician that needs to be deleted 3 Click the button Figure 3 15 4 Click the button to confirm to finish Drop Down Maintenance The drop down maintenance area contains a list of different drop downs for which content can be modified The energy audit items allow the user to modify content within the energy audit section of ECOS ex Blower door test configuration energy use type heating system type etc 21 Page Energy Auditors
21. 145 Create a New OD coa 145 a e a E E cen wea auaeea he cneeue ne reeseinccasseni et 146 Adding Multiple Wx Technicians to aJob oocccncnnccnncnnnccnnonanonnnnnacononononononaronnonaronnonanonnnnnncnnnonas 148 Materials Management eurea a 150 WMV a a a A E A AN 150 PUC na se Order aaia a a e na ios 152 Create Purchase Order enea E N N 152 JOD HISTON aen E a a a a A agin te ick 153 Won Chanse Ode usan acia a a 154 WO 154 Chan se Ode OA 156 RECON CIAO ros 161 A putes RE A E E E OE EAEE ATER AE E EEE AAT 161 SUIT VIVA saab da 162 Assien POST Ya les A A E athe Se 163 INSPECUNE Talaia dos a ncdeass 164 IN IZ 166 FUNaIne SOULCC rna sold A 167 Add multiple funding sources to a task oooononcnconociononaciononaoronconarocnonariononasrononnarannonaricnonasiononas 168 Delete a Funding Source from a Split Task ccccoooccnnonnnnnnnnncnnnonaconnnnanonnnnnaconnnnnocnnonanonnnnnanonnnnos 172 BUMIRA PICA Ai ds 173 Create Billi Eros cai 173 ASSIBN JOD to BIDE GROUP rindi 173 Unsassien Job Tom BINE GOLD caia 174 o a dutob ost i ao E cla tauliot Sadetd Janlsoas 176 O A a sass 177 REVIEW Billing SOD tai lid tilde alos 177 9 ROPER BIDE E dane tuacemastte eens 179 PASS REVIEW o ce ee eee eh 180 Marcas Pal ai auna 181 A O O A need neeoete 182 Energy Audit Field Formar 183 Chent Consent OM E A A N 183 6 Page 1 Login 1 Open your internet browser 2 Type inthe following address https eco
22. 3 Next select the desired action a Click the button to edit the user s office description and or email address The user can also remove existing role s or assign new role s from this screen Reset Password Click the button to reset the user s password Enable Disable Click the user or 2 disable login capability to an active user Unlock ee Click the Unlock i button to unlock a user this functionality is used to unlock users who have unsuccessfully attempted to login 3 times and have therefore button to either 1 enable login capability to a disabled gotten their user account locked Delete Click the button to delete a user Please note that the delete button should only be used if the user was created by mistake Otherwise the user should be disabled 12 Page 3 Program Administration The program administration area allows the user who has the role of ProgramAdministration to Modify drop down boxes content Add edit and delete energy auditors who can be assigned to an audit Add Edit and delete Funding Sources Add edit and delete Offices Manage Periodic Maintenance oP SS CAA Admin The CAA Administration allows the user with the role of ProgramAdminstrator to 1 Add edit and delete weatherization technicians who can be assigned to a job hereunder also import and modify a technician s bid sheet s Add edit and delete crew staff who can be assigned to a job 3
23. 37 Once the address information has been added click on the phone tab Address E Mail Address Figure 5 10 38 Click on the button and double click into the phone type field Address Phone E Mail Address Phone Type Number Extension Activation Date 1 o D 05 25 2010 Choose Contact Type Business Telephone Fax Line Message Telephone Cell Phone Figure 5 11 39 Select the phone type from the drop down list and hit the Tab key on your keyboard to continue entering in the number and if appropriate the extension You can also enter in the number by double clicking into the field instead 106 Page 40 Once the phone information has been added click on the E Mail Address tab Address Phone E Mail Address Figure 5 12 41 Next click on the button and double click into the E mail Type field Address Phone E Mail Address E mail Type E Mail Address Activation Date ae gt 05 25 2010 TARTA Business E mail Figure 5 13 42 Select the E mail Type from the drop down list and hit the Tab key on your keyboard to continue entering in the E Mail Address You can also enter in the address by double clicking into the field instead 43 Click on the button 107 Page 44 Select a complex for the multi family unit utilizing the available dropdown If the one you will be utilizing does not exist click the Add Complex link 45 This will bring you to the Complexes
24. 5177 Insul Cellulose Wall j 55 10 DOE 0 00 2 5177 Figure 6 46 171 Page Delete a Funding Source from a Split Task In order to delete a funding source from a split task the user must first select the source to be deleted Funding Sources Funding Source Amount of Total Job DOE 292 80 59 42 P HEAP Weather 200 00 40 58 Figure 6 47 Then press the button It is important to note that the amounts must be adjusted among the remaining funding sources to cover the full cost of the task Funding Sources Funding Source Amount of Total Job DOE 292 80 59 42 Figure 6 48 172 Page 7 Billing CAA Create Billing Group Select Billing from the left side menu Welcome User Admininistration Program Administration Buildings Billing Inventory Forms Figure 7 1 Click the button Billing Groups Billing Group Name Agency Billing Group Name Billing Group Status Figure 7 2 Assign Job to Billing Group Enter in a Billing Group Name Click on the jobs highlighting it under Inspected Jobs Ready for Billing Group Assignment that you wish to assign to the requested billing group a To add a single job to the billing group click the m button b To add all available jobs to the billing group click the pue button 173 Page Billing Group Detail Billing Group Name Billing Group 1 Test Inspected Jobs Ready for Billing Group Assignment Job UAT 1D Job Bill Status TFE TD PA PER
25. Factor 162 16 CFM 980 00 Sq Ft x 0 02 CFM 19 60 CFM 142 56 CFM infiltration Credit 71 28 CFM Continuous Ventilation Required 0 00 CFM There are currently no ventilation tasks Figure 4 80 _Recalculate button once you have entered in necessary information Add any necessary ventilation tasks by clicking the button There are currently no ventilation tasks Figure 4 81 85 Page Select the location and necessary task from the available dropdowns and click the Add button associated to the row Add Tasks Add Location Quantity Task Action v Add Cancel Figure 4 82 Click _Save when you have completed the screen 86 Page Energy Use The Energy Use screen allows you to enter both heating and non heating energy use types for a household To add an energy use profile 1 Click the button Energy Use Profile General Info Building Type Single Family Owner Eric Saturn Complex Physical Address 5024 Washington Road Bunkers Harbor ME 04613 Fuel Type Annual Fuel Use Vendor Figure 4 83 2 Select the energy end use heating or non heating from the drop down box 3 Select the fuel type from the drop down box Energy Use Profile Detail Energy Use Profile Details Energy End Use v Fuel Type v Energy Vendor Annual Fuel Consumption Fuel Units v Energy Delivery Detail Add Date Units Figure 4 84 4 T
26. be pre populated on this form In order to add the auditor select the correct person from the Audited By dropdown menu Input the audit date and any relative comments in the appropriate provided fields 51 Page Audit Information Auditor Comments Audited By Bond Rachel J g Audit Date 03 27 2012 Walk Away O E Figure 4 21 Rooms The Rooms screen contains information about a dwelling s individual rooms Add 1 To add a new room click the button Rooms in Conditioned Space General Info Building Type Single Family Owner Eric Saturn Complex Physical Address ee Road Bunkers Harbor ME Rooms Room Type Room Name Description Action Other Other Must Update with actual rooms Figure 4 22 2 Select the room type from the dropdown and then proceed to fill in the room name and description Add 3 Click to complete adding the row 52 Page Room Type Room Name Description Action Other Other Must Update with actual rooms E Kitchen Bedroom Bathroom Living Room Family Room Dining Room Office Other Figure 4 23 4 Click onthe button when finished Building Spaces The Building Spaces screen contains information about a dwelling s building envelope segments basement floor attic and walls It furthermore lists the windows and exterior doors for each wall segment Adding Floor and or Attic Segments To add a floor segment 1 Click the button Buildin
27. building To add a refrigerator 4 Click the button Refrigeration General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Blue Ben Blue Ben Blue Ben There are currently no refrigerators for this building unit Figure 5 74 5 For both existing and replacement appliances a Type in Appliance type brand year manufactures and model number b Select Hinge side defrost type style and similar needed information 143 Page Replacement Appliance General Appliance Brand Year Mig Model Number Hinge Side Defrost Type Style Energy Guide kWh year Derived From Figure 5 75 c Enter in the outside dimensions in inches volume in cubic feet and the replacement cost Outside Dimentions inches Height Width Depth Replacement Cost Figure 5 76 6 Click the button to finish NOTE To delete an ARP iii Click on the button associated to the appropriate row in the 144 Page Figure 5 77 iv Click on the button to confirm delete 6 Job The job section allows the energy auditor to create a new job by assigning a weatherization technician to generate a work order You also have the ability to create an audit summary report final inspection report and change orders Create a New Job Once an audit is completed and closed it is ready to be opened as a J
28. button to add any air exhaust device present in the dwelling Existing Air Exhaust Devices Figure 4 60 75 Page 3 Enter location of device device name CFM check whether the device is vented to the outside or not and whether the device is continuously running or not NOTE To edit an existing air exhaust device i Click the button next to the row containing the device to be edited ii Edit as needed a Figure 4 61 ii Click on the button to confirm delete 4 If there is a need for mechanical ventilation please check the below shown checkbox and enter a comment describing the need Mechanical Ventilation Comments Fl There is a need for mechanical ventilation Comments Figure 4 62 5 Click on the Save button to finish Blower Door Tests The blower door test screen allows you to enter blower door test results and a post infiltration estimate 76 Page To enter a blower door test Blower Door Tests General Info Building Type Single Family Owner Nancy Red Complex Physical Address 2412 Blue Road Wilton ME 04294 A blower door test must be added and a post infiltration estimate must exist for this section to be complete Blower Door Tests Test Location Pre CFM50 HLBTU HL Units HL Dollars HL ETU Savings HL Dollars Savings Figure 4 63 Add 1 Click onthe button Test Location Configuration Shielding Level Figure 4 64 2 Type in test location i e Front Entra
29. constant for Floor 54 Page li F Building Floor O Basement 1 First Floor 2 Second Floor 3 Third Floor 4 Fourth Floor and can continue if more floors are involved iii A Segment designation this is alpha A thru Z where A first segment B second segment C third segment thru Z 26th segment EXAMPLE F1A is the code for a floor on the first 1 floor for the first A segment 6 Type in area in square feet 7 For the Pre Wx Code you can either type in the code and select it from the drop down or expand the drop down by clicking on the icon and manually scroll through the list NOTE When typing in the number the drop down will automatically sort NOTE If you type in the whole code ex 02 004 you still have to click on the item in the drop down with you mouse to select the item Building Envelope Detail Segment Location 1A Gross Area ft 750 Net Area ft Gross area minus doors and windows Pre Wx Code OOOO M Post Wx Code 03 034 Band Joist or Rim Joist with Exterior Sheathing and Siding mi If this wall segment 03 045 Band Joist or Rim Joist with exterior sheathing and siding with 2 sprayed on two part urethane foam insulz 03 053 Band Joist or Rim Joist with exterior sheathing and siding with 2 sprayed on two part urethane foam insulz 03 037 Band Joist or Rim Joist with Exterior Sheathing and Siding with 2 Extruded Polystyrene Insulation 03 055 Band Joist or Rim Joist
30. default AFUE associated with the fuel type Users which have the role of program administer can view the default AFUE value by going to the program admin gt drop down maintenance screen and select NOTE The deactivation date is captured for heating systems no longer in use Once all of the required information has been entered the user will then click the save button If any required fields are NOT filled in or filled in improperly the system will show verbiage in red showing the user what needs to be corrected before the data will save The following information is invalid Heating System Type Required Priority Required Heating system condition is required Actiwation Required Figure 4 42 63 Page Note An energy audit must have at least one primary fuel system associated in order to complete this section To edit a heating system the user will need to 1 Click the edit button associated to the heating system you wish to modify Heating Systems General Info Building Type Single Family Owner Jennifer Robbins Complex Physical Address 1198 Red Terrace Hampden Center ME 04444 Add Heating System Type Fuel Type Priority Activation Action Wood Stove Wood Secondary 1 1 1990 Figure 4 43 This will return the user to the heating system details screen with all of the previously entered data prepopulated From there the user can modify the necessary information and click the save button Note See Add
31. expected lifetime set in years The task can also be assigned with a list of materials and basic instructions to be carried out by the assigned contractor wx technician Task Selection Matrix The task selection matrix specifies which task is to get produced based on a set of pre wx and post wx conditions the R value change is specified for each matrix Lighting Tasks Heating System Improvement Tasks Heating System Control Tasks ASHRAE Room Types ASHRAE Tasks 10 Exhaust Devices 37 Page All sections but one 3 Task Codes are handled by the system in the same way In order to highlight the process of adding editing and deleting Condition Codes will be used as an example NOTE For instructions on how to add edit and delete task codes please see the section following the generic add edit and delete process pertaining to the other periodic maintenance screens 01 001 01 002 01 003 01 004 01 005 In order to add a Periodic Maintenance table Condition Code Condition Code Maintenance Description Ceiling with open attic no insulation Ceiling with open attic R 5 insulation Ceiling with open attic R 11 insulation Ceiling with open attic R 14 insulation Ceiling with open attic R 19 insulation 1 Click the button 2 This generates a blank row at the bottom of the table 05 014 05 015 05 016 Export to CSV Insulated metal exterior door with 1 2 glass and
32. materials dropdown maintenance screen 5 Enter in quantity unit and dollar amount 6 Click Add to finalize the addition of the row 7 Toassociate a task to the material used click on the Select button Tasks that use the selected material Add Task Amount Action No tasks have been added Figure 6 9 8 Click the _Add button to open up the grid to select task 9 Click the save button when you have finished associating tasks to their materials Summary The job summary screen displays an overview of the different task categories Each category displays a summarized cost and average SIR 150 Page Job Summary General Info Building Type Single Family Complex Owner James Uranus Physical Address 5825 Washington Street Lily Bay ME 04441 Incidental Repairs Health amp Safety Infiltration Reduction Figure 6 9 NOTE The infiltration reduction task SIR is calculated based on the post infiltration estimate chosen on the job task selection screen Estimate or BTL Infiltration Estimates HL Savings HL Savings HL Savings E Name CFM50 HL BTUs HL Units HL Dollars HL Savings BTUs Unis Dollars gt HL Savings SIR HL Savings Approved Estimate 1 500 15 876 886 180 gal 5482 40 15 876 887 180 gal 482 40 3 877 lbs 10 23 50 00 BTL 930 9 843 670 111 gal 297 48 21 910 103 248 gal 664 64 5 342 lbs 14 09 68 99 E Figure 6 10 151 Page Purchase Orders The purchase orders screen is the area to
33. screen only FinancialReviewer role gt gt ProgramAdministration role gt gt has access to Program Administration V VvvoV VoVoVov StaffAdministrator role gt gt has access to User Administration 8 Page Create a new user 1 Click on User Administration menu item on the left User Management Username Description Account Detail Action Administrator agleason Al Gleason ahippler Alan Hippler BEdwards Ben Edwards Bkasabian Barbara Kasabian BSEdwards Brad Edwards Figure 2 1 2 Click the Ada button 3 Enter user s information User Account Detail Username Password The password must contain one capital letter one lowercase letter one Confirm Password number and one special character Description Email Address Agency There are currently no agencies for this user Roles Assigned Roles Available Roles Admin BillingAdministration Figure 2 2 9 Page NOTE Password must meet basic complexity requirements At least 6 characters long contain at least one uppercase letter one lower case letter and at least one number or symbol 4 Click the button to add an Agency to the user NOTE The agency assigned to a user limits the user s view access to audits jobs and billing Meaning a user assigned with the agency of KVCAP only has access to audits jobs and billing created by KVCAP users So a KVCAP user cannot access audits jobs and or billing created by a CCI user
34. store information related to materials management The materials dropdown is prepopulated from the items listed under Dropdown maintenance Materials 1 To create a purchase order click the Add button 2 From here the following will appear on the screen a From Inventory checkbox i If this checkbox is marked than the vendor name text box will no longer be editable and will have the words from inventory populated into it b Vendor Name text box From Inventory Vendor Figure 6 11 3 Once the vendor information has been entered click the Add button again This will allow you to enter in the materials associated to the audit Materials Add Material Quantity Unit Amount Action vi i o v Add Cancel Figure 6 12 4 Once you have completed entering in the data click the Add button one more time this will add the material to the purchase order you have just created 5 Click the Save button and you will be brought back to the main Purchase Order screen and you will see a high level view of the purchase order you have just created ECOS also has the ability to track the task that is associated with each material 6 In order to associate a task to the material click on the Select button associated to the material row you are working with 152 Page Job History 1 Select Job History from the left side menu E Job f Task Selection Materials Management
35. the user will enter all of the pertinent heating system detail for each heating system in the house hold primary secondary and tertiary NOTE If the SS Eff is left blank for a primary heating system ECOS will assume the default AFUE associated with the fuel type Users which have the role of program administer can view the default AFUE value by going to the program admin gt drop down maintenance screen and select NOTE The deactivation date is captured for heating systems no longer in use Once all of the required information has been entered the user will then click the save button If any required fields are NOT filled in or filled in improperly the system will show verbiage in red showing the user what needs to be corrected before the data will save The following information is invalid Heating System Type Required Priority Required Heating system condition is required Activation Required Figure 5 29 Note An energy audit must have at least one primary fuel system associated in order to complete this section 117 Page To edit a heating system the user will need to 2 Click the edit button associated to the heating system you wish to modify Heating Systems General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Add Wood Stove Wood Secondary 11 19 2001 Figure 5 30 This will return
36. with Exterior Sheathing and Siding with 2 Extruded Polystyrene Insulation and 1 2 Notes 03 035 Band Joist or Rim Joist with Exterior Sheathing and Siding with 4 Extruded Polystyrene Insulation 03 036 Band Joist or Rim Joist with Exterior Sheathing and Siding with R 11 Fiberglass Insulation n2 NaA2 Mranita Mall Alacke nn I adna 3 Clacad Call CSnrawaod Inciilatinn nn Fira Ratardant Film 4 Figure 4 27 8 Once the Pre Wx Code has been selected the Post Wx Code drop down list will automatically sort its content based on the available post codes that will create a valid condition code NOTE The Post Wx Code will always be set equal to the Pre Wx Code assuming that no changes will be made to the segment 55 Page Pre Wx Code Post Wx Code 02 004 Floor over unintentionally heated basement no insulation Figure 4 28 NOTE To change a condition task click on the icon to expand the Post Wx Code drop down list and select a different post code a 02 004 Floor over unintentionally heated basement no insulation Post Wx x 7 z z c a PA 02 004 Floor over unintentionally heated basement no insulation 02 004 Floor over unintentionally heated basement no insulation Notes Figure 4 29 NOTE The condition code that is going to be generated is listed after the post wx code Code 92 004 Foor over unintentionally heated basement no insulation
37. 2 101 0030 Insul Cellulose Wall 380 00SF 0SF Pending Wall E1A 072 101 0030 Insul Cellulose Wall 250 00 SF 0SF Pending Wall W1A 072 101 0030 Insul Cellulose Wall 250 00 SF 0 SF Pending Figure 6 36 6 Enter in the inspected amount in this example you would enter in the amount of square feet associated with Wall N1A 7 If rework is necessary click on the button 8 Enter in any necessary information Wall N1A 072 101 0030 Insul Cellulose Wall 384 00SF 381 00SF Pass Wall S1A 072 101 0030 Insul Cellulose Wall 380 00SF 384 00SF Pass Wall E1A 072 101 0030 Insul Cellulose Wall 250 00SF 250 00SF Pending Reworks 09 20 2012 Add rework to Wall W1A Segment Figure 6 37 9 Click _UP9 when you have completed entering in the information 10 Repeat for each item inspected 165 Page To finalize an existing inspection you will click on the FINALIZE INSPECTION BUTTON once all of the necessary tasks have passed inspection funding has been assigned to the job and all post weatherization data has been entered for Blower Door Heating System Hot Water Duct Work Assessment o290 5 Duct Leakage 166 Page Funding Source Click on the Assign Funding link on the left menu Job w Task Selection Materials Management Summary Work Change Orders Reconciliation Inspection Assign Funding Reports MH Review Job History You can assign funding sources in two ways Figure 6 38 You can select the funding
38. 33 Augusta Maine 04334 Augusta Maine 04335 Augusta Maine 04336 Augusta Maine 04337 Augusta Maine 04338 City State Zip Figure 3 21 8 Type inthe first couple letters of the desired town and hit the Enter key on your keyboard Note This will do a search for all towns in the database beginning with these characters 24 Page 9 Select the appropriate municipality from the drop down and click the button The address will now be displayed in the grid Address Phone E Mail Address Add Delete Address Type Address Line 1 Address Line 2 Address Line 3 Municpalty gt Primary Maling Address 1 Fake St Augusta Maine 04330 Figure 3 22 Note To edit the address double click into the appropriate field and edit as needed 10 Once the address information has been added click on the phone tab Address Phone E Mail Address Figure 3 23 11 Click on the button and double click into the phone type field 25 Page Address Phone E Mail Address Phone Type Number Extension Activation Date ae y 05 25 2010 Choose Contact Type Business Telephone Fax Line Message Telephone Cell Phone Figure 3 24 12 Select the phone type from the drop down list and hit the Tab key on your keyboard to continue entering in the number and if appropriate the extension You can also enter in the number by double clicking into the field instead 13 Once
39. 64 88 SF 370 98 164 88 SF 370 98 Y Wall Insulation box sills joists R 13 Wall NEOA Advanced Energy Conservation Systems 40 00 SF 0 00 40 00 SF 0 00 v Auditor Determined Tasks Building Segment Task WxTechnician Current Quantity Current Cost Invoiced Quantity Invoiced Cost Reconciled Caulking Foam Unknown Advanced Energy Conservation Systems 10 00 EA 220 00 0 00 EA 0 00 Incidental Repair General Labor Unknown Advanced Energy Conservation Systems 8 00 Hrs 296 00 8 00 Hrs 296 00 W gt Caulking Silicone Unknown Advanced Energy Conservation Systems 50 00 LF 15 00 50 00 LF 15 00 Y Chimney By Pass Sheet Metal Unknown Advanced Energy Conservation Systems 8 00 SF 60 00 0 00 SF 0 00 E beee Finalize Figure 6 29 3 Once you have entered in the tasks that have been completed click the button 4 The screen will now show only tasks which have not yet been reconciled Inspection From this screen you can add an inspection each time one is completed There are two types of inspection in progress and final a In Progress When an in progress audit is added you will enter in the inspector name and inspection dates You will have the ability to enter in any necessary inspection comments This is for use in any inspections PRIOR to the final inspection 161 Page In Progress Inspection Summary General Info Client Name Julia Yellow Job Address 449 Lincoln Terrace Gotts Island Maine Job ID 0000000233
40. 8 Certification Expiration 11 1 2010 Last Recertification Post Email To Web Figure 3 29 28 Page Save 4 Click on the button to finish NOTE Energy Auditors should not be deleted unless they were created in the system by mistake To delete an existing energy auditor 1 Click on the energy auditors menu item on the left from the program administration area 2 Highlight by single clicking on the auditor that needs to be deleted Energy Auditors Last Name First Name Doe John ls Tester Janick El Test James Mauntzen Tom Test One Eldridge Rhett Pana lanak p Figure 3 30 3 Click the button Figure 3 31 29 Page 4 Click the button to confirm to finish NOTE If the attempted to be deleted energy auditor is assigned to an audit then the energy auditor cannot be deleted and you will receive the following message Energy Auditors The auditor John Doe is in use and cannot be deleted Add Delete Last Name First Name Doe John Tester Janick Test James Mauntzen Tom Test One Eldridge Rhett re lancer dl Figure 3 32 30 Page Funding Sources The Funding Sources section of ECOS allows the user to add edit and delete the funding sources to be used for billing To add a new funding source 1 Click the button Funding Sources Add Delete Funding Source ARRA HEAP Incompatable Funding Sources Inc
41. A A me P e Billing Group Status In Progress Jobs Assigned to Billing Group Job ID Name Amount Figure 7 3 Click the button to add the job to the group Billing Group Detail Billing Group Name Billing Group 1 Test z Inspected Jobs Ready for Billing Group Assignment Amount Job Bill Status Click the button Un assign job from Billing Group Billing Group Status In Progress Jobs Assigned to Billing Group Name Amount 0000000233 Green Mick 1 680 20 Figure 7 4 1 Search for the required billing group by entering in part or all of the Billing Group Name Note you can also leave this blank and all groups will appear in the results 2 Select the button 174 Page Billing Groups Billing Group Name Test a Billing Group 1 Test Figure 7 5 3 Select the billing group name and click the button Billing Groups Billing Group Name Test Figure 7 6 4 This will bring you to the billing group detail screen 175 Page Cancel Billing Group Name Billing Group Status Pending Inspected Jobs Ready for Billing Group Assignment Jobs Assigned to Billing Group Job ID Name Amount Job Bill Status Job ID Name Amount Job Bill Status Comp Review Tech Review 0000000233 Green Mick 1 680 20 gt gt gt lt lt lt Submit Bill Figure 7 7 5 Click on the job highlighting it under Jobs assigned to Billing Group that you wish to remove from the billing group
42. Add edit and delete heating technicians who can be assigned to a job The weatherization wx technicians section Under CAA Administration allows the user to add edit and delete auditors that can be assigned to a job Add To add a new wx technician 1 Click the Add button Weatherization Technicians Business Name Action Advanced Energy Conservation Systems Edit Delete BIOS Environments Edit Advance Spray Foam Edit Delete Figure 3 1 2 Type inthe technician s organization information 13 Page Add Edit Wx Technician Organization Name TIN Figure 3 2 3 Type in the technician s contact information Figure 3 3 4 Click the amp button to add an address Enter Address Address Type Address Line 1 Address Line 2 Address Line 3 City State Zip Figure 3 4 14 Page 5 Select the appropriate address type from the drop down box Enter Address Address Type Address Line 1 Address Line 2 Address Line 3 City State Zip Choose Address Type Primary Mailing Address Remittance 4ddress Physical Address Alternate Mailing Address Figure 3 5 15 Page 6 Next continue to type in the information for Address Line 1 and if needed Line 2 and 3 Aug lt Town Search Augusta Maine 04330 Augusta Maine 04330 Augusta Maine 04330 ype characters and press enter to load drop down Augusta Maine 04331 Augus
43. Door Test link on the left hand menu Inspection Summary Blower Door Test Heating System Hot Water Duct Work Assessment Duct Leakage Figure 6 33 Enter in the necessary Post Wx values 163 Page Tester Name Test Date Test CFM50 Test Conditions Flow Exponent Pre Wx Outdoor Temperature 70 Degrees F Heat Loss in BTUs Total CFM50 Reduction Heat Loss Savings BTUs Heat Loss Savings Units gal Oil Heat Loss Savings Dollars In Progress 0 65 Degrees F 5 Click Save 6 Continue through the remaining sections a Heating System b Hot Water c Duct Work Assessment d Duct Leakage Inspecting Tasks 1 Click the button associated to the final audit you wish to update 2 Click the button next to the TASK you wish to mark as inspected 3 Enter in the necessary Post Wx values Tasks Task Code 072 101 0030 072 118 0016 072 101 0020 061 102 0025 Task Category Insul Cellulose Wall Conductive Insul Fglas Wall 6X16 R 19 Conductive insul Cellulose Open 10 R 30 Conductive Framing Pt 2X6 Incidental Repairs Figure 6 34 1264 00 SF 0 00 SF 0 00 SF 400 00 SF 0 00 SF 0 00 SF 1500 00 SF 0 00 SF 0 00 SF 11 00 LF 0 00 LF 0 00 LF Pending Pending Pending Pending Figure 6 35 This will highlight the row and populate the segments associated to that task lower on the screen 164 Page 5 Click the button next to the SEGMENT you will be updating Wall S1A 07
44. E For combustion water heating systems click the 1 icon to enter PRE and POST data Measurements Click to collapse Test Date Pre Wx Post Wx Pre Wx Post Wx Over Fire Draft Stack Temperature Smoke 55 Eff 0 or CO Out Comb Air CO lt 50PPM E Fl Chimney Condition Water Temp Setting Ambient Temp Insulation Blanket E E Spillage E E CAZ Depress Comments Figure 4 47 4 Click onthe Save button to finish Note To delete an existing water heater first click on the appropriate heater highlighting it in the grid Next click on the button Note Orto modify an existing water heater listed first double click on the appropriate heater listed and edit as needed Heating System Improvements From the heating systems improvements screen the user has the ability to add heating system improvement tasks as well as control tasks see screenshot below 67 Page Heating System Improvements Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Improvements l Add Edit Delete Improvement Controls Add Edit Delete Control Annual Energy Savi Cost Save Cancel Figure 4 48 In order to enter the heating system improvements section of the energy audit the user will click on the Heating System Improvement button on the Heating System Detail screen Heating System Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Improvement Heat
45. Floor LJEfflorescence LI Sill Rot Gutters Cl Standing Water LI Firewood Kitchen Vent Cl Plumbing Leaks Cl Sump Pump Clothes Drying LJ Bathroom Vent LJ Humidifier Use Water Staining Dryer Not Vented roof Leaks Cl Aquarium LJ Unvented Space Heater Other Other Description Figure 5 46 Add 8 Next click the button to add any air exhaust device present in the dwelling Existing Air Exhaust Devices Figure 5 47 129 Page 9 Enter location of device device name CFM check whether the device is vented to the outside or not and whether the device is continuously running or not NOTE To edit an existing air exhaust device iii Click the button next to the row containing the device to be edited iv Edit as needed Figure 5 48 iv Click on the button to confirm delete 10 If there is a need for mechanical ventilation please check the below shown checkbox and enter a comment describing the need Mechanical Ventilation Comments Fl There is a need for mechanical ventilation Comments Figure 5 49 11 Click on the button to finish 130 Page Ductwork Assess The ductwork assess section of the energy audit is for entering your ductwork test results Ductwork Assessment Again for multi family audits you will need to select which unit you are entering in the information for Note ECOS automatically defaults to the first unit in the list Ductwork Assessment General Info Building Type Multi F
46. Heating System for more details 64 Page To edit a heating system the user will need to 1 Highlight the heating system that needs to be removed and click on the delete button Heating Systems General Info Building Type Single Family Owner Jennifer Robbins Complex Physical Address 1198 Red Terrace Hampden Center ME 04444 Add Heating System Type Fuel Type Priority Activation Action Oil Boiler or Furnace 1 1 1993 Edit Delete Wood Stove Wood Secondary 1 1 1990 Figure 4 44 ECOS will prompt the user to confirm the deletion 1 To Delete click OK 2 Click cancel if Delete was clicked in error 65 Page The water heater screen contains details related to a household s water heater based on fuel type priority and also its pre post related efficiency details To add a water heater for the household Hot Water Systems General Info Building Type Single Family Owner Nancy Red Complex Physical Address 2412 Blue Road Wilton ME 04294 Water Heaters Fuel Type Priority Activation Figure 4 45 Add 1 Click the button Select the fuel type and priority from the drop downs 3 Correct the activation date to reflect the date that the heating system was initially installed NOTE The deactivation date is captured for heating systems no longer in use Hot Water System Detail Water Heater Details Activation Deactivation Measurements Click to expand Figure 4 46 66 Page NOT
47. Info Client Name Red Lisa Job Address 4607 Pluto Road Marrtown ME 04548 Figure 6 5 147 Page This message appears at the top of the screen NOTE If changes are made to a reopened audit a red x mark will appear next to the task selection menu item shown on the left 4 Task Selection The red x indicates that the user must click the save button to update refresh the calculations for the reports NOTE After saving the red x indicator will change to a green checkmark Task Selection The green check mark indicates that the reports use the correct values from the audit and task selection screen 8 Next step is to create the work order Please see Printing of Work Order and Other Reports section below for more info 1 After a Wx Technician and Bid are selected for a job the Technician Bid column will be populated for each task with that bid In order to apply a different Technician Bid to a specific task double click on the row for the task you would like to update the Technician Bid column on Building Segment Task Task Code Quantity Technician Bid Total Cost SIR Approved Reconciled Attic Ceiling main house 072 101 0026 288 00 Advanced Energy Conservation Systems K 0 00 0 00 7 Wall ELaundry room ceiling 072 101 0030 90 00 Advanced Energy Conservation Systems K 202 50 1 02 S 8 072 101 0030 Wall ELaundry room ceiling 2 90 00 Advanced Energy Conservation Systems 202 50 1 19 Wal
48. NOTE When typing in the name of the appliance the drop down box will automatically sort its content and automatically expand If you for instance typed in co then the item of coffee maker would have been selected To expand the drop down box in order to view its content please click on the icon 89 Page Appliance Type v Room Air conditioner window 8000 Btu Total Connected Wattage Auto block heater Monthly Usage in Hours Clothes dryer electric 7 loads per week Clothes washer excluding hot water Coffee maker Dehumidifier 30 pint 12 hours per day Dishwasher excluding hot water Electric lawn mower Electric blanket Fan ceiling without light Fan furnace distribution Fan whole house or attic Fan window Figure 4 89 3 Click the button to finish NOTE To delete an appliance i Click on the button associated to the appropriate row in the grid Figure 4 90 ii Click on the button to confirm delete 90 Page Combustion Appliances To add a fuel using appliance 1 Click the button Figure 4 91 2 Type inthe location of the combustion appliance and select the fuel type in the drop down list Non Heating Combustion Appliance Detail Room Fuel Type 4 Figure 4 92 3 If available enter in the measurements collected during the audit Measurements Pre Wx Post Wx Pre Wx Post Wx Over Fire Draft E g Stack Temperature l Over Fire Breech 55 Eff Smoke Ou
49. P i Click onthe button associated to the appropriate row in the 95 Page Figure 4 104 li Click on the button to confirm delete Add Review Job Tasks The Add Review Job Tasks screen contains the system and auditor determined tasks associated with the audit The system determined tasks are automatically generated based on the pre and post code combinations chosen on the building envelope screen The auditor determined tasks are manually added by the energy auditor based on each audit s needs Add Review Job Tasks The audit must contain at least one task for this section to be complete System Determined Tasks Segment Quantity Units Task ee pra roe S Wall S0b 49 SF Insul Perimeter Wrap 3 63 28 7 a E Wall Eda 44 SF Insul Perimeter Wrap 3 57 25 560 S Wall SOa 52 SF Insul Perimeter Wrap 3 36 16 358 E W Wall W0a 33 SF Insul Perimeter Wrap 3 23 10 224 N Wall NOs 57 SF Insul Perimeter Wrap 3 34 15 336 N Wall NOb 56 SF Insul Perimeter Wrap 3 72 32 716 E Wall E0b 45 SF Insul Perimeter Wrap 3 59 26 582 Figure 4 105 96 Page Auditor Determined Tasks Quantity Units Task 100 EA Attic Hatch 78 00 LF Molding Trim 1X4 1 00 EA Bulkhead Door SF Poly 6 Mi _ Chimney By Pass Sheet Metal Caulking Latex Infitration Reduction Caulking Foam Inftration Reduction lglelelalelals Task Comments Please choose a task fro
50. Quantity Approval Type New Task Code 087 134 0005 Old Task Code 087 134 0005 New Task Name Window Sash Locks Old Task Name Widow Sash Loc Approval Date Contractor Invoiced Auditor Approved Task Change Inspector Approved New Quantity Monitor Approved New Task Code DOE Approved i Las i Fi 6 21 Note Changes to existing building segments will be assumed as jai selection screen However changes that include the generation of new tasks will need to be approved manually on the job task selection screen before they will appear on the change order The following example illustrates that a task that is not checked off as approved does not show up as a change 157 Page Mechanical System Tasks AFUE Savings Carbon Savings lbs Boiler Reset Controls Figure 6 22 Approved Changes Adjustments Job Info Owner Simmons Peter Physical Address 15 Elm St Skowhegan ME 04976 Agency KVC Client Simmons Peter Preview Change Order Finalize Change Order Building Segment Quantity Task Code Task Attic Ceiling C1 100 00 SF 072 101 0025 Insul Cellulose Open 12 R 38 Figure 6 23 The following example illustrates that a task that is checked off as approved shows up as a change Mechanical System Tasks Boiler Reset Controls Figure 6 24 158 Page Approved Changes Adjustments Job Info Ovmer Simmons Peter Physical Address 15 Elm St Skowhegan ME 04976 Agency KVC Client
51. Technician Bid Total Cost SIR Approved Reconciled Other 166 140 0010 3 00 BIOS Environments KVCAP Mobile Homes 2 13 0 00 Y Mechanical System Tasks Task AFUE Savings Carbon Savings lbs Total Cost SIR Approved Infiltration Estimates Name CFM50 HL BTUs HL Units HL Dollars HL Savings BTUs HL Savings Units HL Savings Dollars HL Savings Carbon HL Savings SIR HL Savings Approved Estimate 0 00 0 00 355 00 0 00 27 940 663 00 355 802 30 7945 0 00 1 0000 BTL 1 378 00 13 600 224 00 182 00 389 99 14 340 439 00 182 411 32 4073 0 00 0 5100 Auditor Selected Tasks Select All Deselect All Task Quantity Technician Bid Cost Category Approved Reconciled Figure 6 4 Go To Energy Audit NOTE On the Job Task Selection screen the associated energy audit can be used to view the 5 Select a Wx Technician and a specific bid for the selected technician 6 Review which tasks to approve for the work NOTE You have the ability to either select all or deselect all by clicking on the appropriate button for each section System Determined Tasks Mechanical System Tasks Universal Infiltration Task and Auditor Selected Tasks 7 Click on Save the button NOTE If there are any issues or requirements not met on this screen a message will be generated after saving Job Task Selection The following information is invalid You must choose at least one infiltration task and one infiltration estimate General
52. To enter in an electrical appliance Electric Appliances Add ld Appliance Type Room Total Connected Wattage Monthly Usage in Hours Monthly Kwh Used Annual Kwh Used Action ction Refrigerator 1 Kitchen 766 00 672 00 514 75 6 177 02 Edit Delete Freezer manual defrost Kitchen 311 00 670 00 208 37 2 500 44 Edit Delete Clothes dryer electric 7 loads per week Kitchen 4 800 00 30 00 144 00 1 728 00 Edit Delete Coffee maker Kitchen 1 100 00 16 00 17 60 211 20 Edit Delete Figure 5 62 4 Click the button 5 Select the appliance type from the drop down list and enter the room total connected wattage and monthly usage in hours Electric Appliance Detail Appliance Type mm Room Total Connected Wattage Monthly Usage in Hours Figure 5 63 NOTE When typing in the name of the appliance the drop down box will automatically sort its content and automatically expand If you for instance typed in co then the item of coffee maker would have been selected To expand the drop down box in order to view its content please click on the icon 137 Page Appliance Type v Room Air conditioner window 8000 Btu Total Connected Wattage Auto block heater Monthly Usage in Hours Clothes dryer electric 7 loads per week Clothes washer excluding hot water Coffee maker Dehumidifier 30 pint 12 hours per day Dishwasher excluding hot water Electric lawn mower Electric blanket Fan ceiling wi
53. VCAP Billing Group 1 Test Billed Figure 8 1 1 Highlight the billing group you will be modifying 2 Click the _Open button 3 Highlight the job you wish to review and click the _ Review button on the lower right of the screen 177 Page Billing Group Detail Billing Group Name Billing Group Status October 2012 ye Billed Inspected Jobs Ready for Billing Group Assignment Jobs Assigned to Billing Group JD Name Amount Job Bll Status JobiD Name Amount Figure 8 2 4 Fill in necessary comments update review status etc MaineHousing Review General Info _ Building Type Single Family Client Peter Simmons Complex Physical Address 10 Elm St Skowhegan ME 04976 Agency KVC Review Status Billing Group Billed Job Billing Billed Technical Review Compliance Review Comments Comment Figure 8 3 178 Page 5 Click the button and then you can return back to the billing screen Re open Billing To re open a billing group first enter in search criteria and select the button or leave fields blank and click the search button to see all results Billing Groups Agency Billing Group Name Figure 8 4 1 Highlight the billing group you will be modifying 2 Click the button 3 Once on the Billing Group Detail screen click the button 179 Page Billing Group Detail m g Billing Group Status October 2012 Billed Inspected Jobs Ready for Billing Group Assignment Jobs Assigned t
54. ality Figure 4 17 23 Select to either create a a new single family private audit or b a single family audit based on an existing LIHEAP application Note For instructions on how to Attach LIHEAP Application please see section titled Attach LIHEAP Application 24 Click on the button 25 Next the user will click on the Energy Audits item on the left side menu Note See section titled Energy Audit Menu for specifics for each section of the energy audit Open Existing Energy Audit To open an existing energy audit 1 You can either search for the existing building by address owner building type or by complex Buildings Add Address Owner Building Type Complex Action Figure 4 18 49 Page 2 Forany of the four options please type in your search and press the Filter _ button 3 Next select the building associated to the energy audit by clicking on the associated Edit button to continue 4 Next click on the Energy Audits menu item on the left side menu This will bring you to the Energy Audit Select screen 5 Click on the Edit button to open the associated energy audit Energy Audit Menu The menu on the left behaves differently for the energy audit than for any other area of the system Energy Audits Audit Summary Rooms Building Spaces Xx Heating Hot Water Air Quality X Blower Door Tests Ductwork Assess Duct Leakage Ventilation Energy Use Appliances Lighting Refr
55. amily Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Blue Ben 3 Sel Blue Ben 1 Sel Blue Ben 5 Dominant Duct Leak Master Bedroom Door Closed All Interior Doors Closed Fireplace Woodstove Zone FPWSZ Figure 4 50 1 Enter in the ductwork assessment information 2 Select the button 3 Repeat this process for each unit Closed Room Pressures No Closed Room Pressures Click add button to add Figure 4 51 131 Page Does a fireplace or woodstove draw any portion of its combustion air from a zone that is depressurized more than 3 Pascals WRT Outside If yes pressure relieve As Found Pressure Difference Static Pressure Duct Declaration Figure 4 52 Pressure Pan Tests Pressure Pan Tests No pressure pan tests Click add button to add test Figure 4 53 5 Click onthe button 6 Select the room name from the dropdown E a e than 3 pascals or less than 3 pascals consider pressure relief Figure 5 54 7 Next hit the tab key on your keyboard and continue to enter the pre wx value collected during the initial audit 8 Click the button to finish NOTE To delete an existing pressure pan test 132 Page Delete li Click on the button associated to the appropriate row in the grid Duct Leakage The duct leakage section is where you will enter in all
56. ancel and they will be redirected back to the heating system improvement screen Note if the user clicks cancel a screen prompt will appear asking for confirmation prior to leaving the heating system improvements detail screen IF there had been data entered If no data was entered into the screen than ECOS will direct the user back to the heating system improvements screen Edit Controls The user can edit a heating controls task from the Heating System Detail screen To edit a heating controls task Highlight the task that is to be modified Click the edit button Upon modifying the necessary data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note If any data on the screen has been changed and the user clicks cancel than ECOS will ask the user to confirm that they wish to leave the screen without saving changes 73 Page Delete Controls The user can delete a heating controls task from the Heating System Detail screen To delete a heating controls task 1 Highlight the control that is to be deleted 2 Click the delete button 3 ECOS will remove the control and all associated data from the system Air Quality The air quality assessment screen allows you to enter the dwelling s air quality hazards pertaining to both the client and to the dwelling Air Quality Assessment General Info Building Typ
57. ater System screens allow you to enter existing water and heating systems present in the household The Heating System screen contains details related to a household s heating systems based on the heating system type fuel type priority and also its pre post related efficiency details To add a new heating system for the household Heating Systems General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Add Heating System Type Fuel Type Priority Activation Action There are currently no heating systems for this building Figure 5 27 3 Click the Add button this will bring the user to the Heating System Details screen 4 The user will fill in the fields in the following screen shot asterisks denote required fields 116 Page Heating System Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Type Fuel Type Nozzle Size Heating System Priority Heating System Condition Activation Deactivation Measurements Test Date Over Fire Draft Stack Temperature Over Fire Breech Steady State Efficiency Smoke SSE Source Oz or CO2 Outside Combustion Air CO lt 50ppm Chimney Cond CAZ Depress Smoke Spillage Comments Save Cancel Heating System Improvement Default Figure 5 28 From the above shown screen
58. duct leakage test results Duct Leakage General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Registers Open 0 CFM50 Registers Sealed CFM50 House to Duct Pressure Subtraction Correction Factor Pre Wx Duct Leakage CFM50 Estimated Post Wx Duct Leakage CFM50 Figure 5 55 To enter in tasks associated to the Duct Leakage this task lists ASHRAE tasks Note You must enter in all of the Duct Leakage information prior to adding a task Add Task Name Task Quantity Action No Tasks Click add button to add Figure 5 56 Click the add button to add a Duct Leakage Task this will bring you to the Duct Leakage Task Detail screen 133 Page Duct Leakage Task Detail General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Task y Quantity Save Cancel Figure 5 57 Select the task from the available dropdown and enter in quantity Once you click the save button you will be directed back to the Duct Leakage main screen Add Task Name Task Quantity Action Ducts M Trunk Flr Reg Trunk 2 00 Figure 5 58 Ventilation The ventilation portion of ECOS is where you will enter in ventilation information necessary for ASHRAE calculations Select the unit you wish to add ductwork assessment for by clicking on the _Select bu
59. e Single Family Owner Nancy Red Complex Physical Address 2412 Blue Road Wilton ME 04294 Client Information Moisture Mold Mildew Condensation Other Hazards Check box only if the condition is observed and verified Fl Smokers Asthma Bronchitis El Flu Symptoms Fatigue Dehumidifier Fl Humidifier Other Other Description emphysema Figure 4 57 To enter the air quality assessment collected during the initial audit 1 Check off the appropriate check boxes Note The tab shown with a white background is the tab selected Please navigate through the different tabs by single click 74 Page Client Information Moisture Mold Mildew Condensation Other Hazards LI Dirt Floor l Efflorescence LI sill Rot Gutters LI Standing Water LI Firewood LI Kitchen Vent LJ Plumbing Leaks CI Sump Pump Clothes Drying LJ Bathroom Vent LJ Humidifier Use Water Staining Dryer Not Vented LJ Roof Leaks Cl Aquarium LJ Unvented Space Heater LL Other Figure 4 58 NOTE To enter comments please check the other check box and enter in a description Client Information Moisture Mold Mildew Condensation Other Hazards LI Dirt Floor LJEfflorescence LI Sill Rot Gutters LI Standing Water LJ Firewood LI Kitchen Vent LJ Plumbing Leaks Cl Sump Pump Clothes Drying LJ Bathroom Vent LJ Humidifier Use Water Staining Dryer Not Vented Roof Leaks Cl Aquarium LJ Unvented Space Heater Other Other Description Figure 4 59 E 2 Next click the
60. ect Improvement Combustion Testing And Evaluation v Heating System Detail Cost Heating Technician Nozzle Size Heating System Priority Activation Deactivation Measurements Test Date Over Fire Draft Over Fire Breech Smoke O or CO CO lt 50ppm E Comments Save Cancel Stack Temperature Steady State Efficiency SSE Source wi Figure 4 53 4 The following fields are required in order to be able to save the data on the screen ooo 7 Cost Heating Technician Heating System Priority Activation date Steady State Efficiency 70 Page Upon entering all of the required data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note if the user clicks cancel a screen prompt will appear asking for confirmation prior to leaving the heating system improvements detail screen IF there had been data entered If no data was entered into the screen than ECOS will direct the user back to the heating system improvements screen Windows Internet Explorer s Are you sure you want to leave this page Message from webpage You have unsaved changes Leave this page Stay on this page Figure 4 54 Edit Heating Improvement The user can edit a heating improvement task from the Heating System Detail screen To edit a heating sy
61. ee ea oan aceon ast Sed gemaa es saaend ooutacne cheno asada pnceciadaueeondomtecen to hoyamndececasidenansoedaaeenmeuioe ence 51 A decease aietaacs braces toniee deen eeceasiaiesteasibecgennnieederaleasasteueeteaeeasetenseiee 52 ALO Way ese o IEE te PCE rer erase et E A Ee aE Per Eee on eee re ree 53 Adding Floor and Or Attic Ses MEN Sas 53 Adding Basement and or Wall SegmMentS ccccccnnccnnnnnnnnnnancncncnnnnnannnnnnnononononnnnnancnnnnnnnnnnnnnnno nono caninas 57 Copy Oro eements arias o a iio 58 Windows ana Exterior DOOS ic apa 59 Deletion of Segments and or Windows DOOFS cccccccnnnnccccnncnnnnnonanoconnnononononancnnnnnnnononanacononanononaninicnnns 62 Heat Ce TOL WV Stern ad 62 slo ecnsp cies ops E E grnmtnananieueanesetecesaae 62 Edit Heating yt MN Sia 64 Delete Heat ostia ita 65 Add Edit Water He atera da 66 Heating System mprovements iia aiii aaa 67 IMPROVEMENT a 69 A oepti sa tcde seven vert r E es aueeers 72 PIG CUA A RA o Eu O 74 BIOWEF DOOR TOS A 76 DUCT WONK ASSESS cana load ndice ant realice naaa caco 81 Ductwork ASSESS MENE 81 Closed ROOM Pressures ao 81 Pressure Pan oo a E E 82 UGE CGA CC att arras iiciondd 83 Venta Nado 84 EN Cah cect eee aia ee setae ae acetate eae ni het ete ecole eke 87 A a a E este oiae obese esbesearebaaaetu eauaeice weeeet 89 Electrical AD DINAN CC tia tal id 89 COMmMbBUSTON A INC OS aese otaiat ista tanidas 91 HERNE io 93 RETEIB Sl ALON it a 94 ARRE TOD AS odia 96 Add Edit Auditor Dete
62. en 12 R 38 Task Code 072 101 0025 Materials CELLULOSE INSULATION BORATE ONLY GRADE MATERIALS FOR NECESSARY DAMMING AS SPECIFIED PER WORK ORDER MAY INCLUDE BUT NOT LIMITED TO 4 PLYWOOD OR RIGID INSULATION Instructions Building Segment Quantity Cost Auditor Notes Instructions Attic Ceiling C1 1600 00 SF 2 400 00 Figure 6 19 Change Order If a change needs to be made to finalized work order s the user will first go to the audit and make the appropriate change s and then follow the same workflow as when the work order was generated The change order can be previewed and finalized when ready In the energy audit section once the work order has been finalized a new screen will be available changes adjustments This screen will list the changes made past the point to where the work order was finalized 156 Page Changes Adjustments Buildina Segment Quantity Task Code Task Name Approved By 200 079 204 0015 Caulking Foam System 400 087 134 0005 Window Sash Locks System Figure 6 20 Note The approval for these changes will be recorded on this screen Changes Adjustments Building Segment Quantity Task Code Task Name Approved By 200 079 204 0015 Caulking Foam System gt 4 00 087 134 0005 Window Sash Locks System Change Details Approval Type Auditor Approved Approved By System Approval Date 9 26 2012 langed Technician Change Details Task Change New Quantity 4 00 Old
63. er Eric Saturn c ka Physical Addres a Road Bunkers Harbor ME Pre Wx Dominant Duct Leak Master Bedroom Door Closed All Interior Doors Closed Fireplace Woodstove Zone FPWSZ Figure 4 71 Closed Room Pressures No Closed Room Pressures Click add button to add Does a fireplace or woodstove draw any portion of its combustion air from a zone that is de suri more than 3 Pascals WRT Outside If yes pressure relieve As Found Pressure Difference Static Pressure Figure 4 72 Figure 4 73 81 Page Pressure Pan Tests Pressure Pan Tests No pressure pan tests Click add button to add test Figure 4 74 1 Click on the button 2 Select the room name from the dropdown O EE e than 3 pascals or less than 3 pascals consider pressure relief Figure 4 75 3 Next hit the tab key on your keyboard and continue to enter the pre wx value collected during the initial audit 4 Click the button to finish NOTE To delete an existing pressure pan test Delete i Click on the Delete button associated to the appropriate row in the grid 82 Page Duct Leakage The duct leakage section is where you will enter in all duct leakage test results Duct Leakage General Info Building Type Single Family Owner Alan Smith Complex Physical Address 409 Venus Street Augusta ME 04333 Registers Open 2831 CFM50 Registers Sealed CFM50 House to Duct Pressure Subtraction Correc
64. g Spaces Spaces Add Delete Copy Name Type Whole Building Conditioned Space Figure 4 24 2 Enter the necessary Space Detail information 53 Page Save Cancel Space Detail Name Sunroom Description Type a y Sepments O pace nent Add Copy Edit Delete Location Unconditioned Space tion Code Adjacent Spaces Unintentionally Conditioned Basement Unintentionally Conditioned Space Figure 4 25 Add Click the button to enter segment details Select the segment type from the drop down list Add Edit Building Segment Request New Condition Code Add Existing J Building Envelope Segment Detail Segment Type Y Segment Location Gross Area ft Net Area ft Gross area minus doors and windows Figure 4 26 Type in the segment location NOTE The following naming convention should be used for ceilings when entering Segment Location CFA Where i c C constant for Ceiling ii F Building Floor O Basement 1 First Floor 2 Second Floor 3 Third Floor 4 Fourth Floor iii A Segment Designation this is alpha A thru Z where A first segment B second segment C third segment thru Z 26th segment EXAMPLE C1A is the code for a Ceiling on the first 1 floor for the first A segment NOTE The following naming convention should be used for floors when entering Segment Location BFA Where i B F
65. gt Primary Mailing Address 8530 Purple Road Upper Abbot Maine 04406 Agency Code Save Cancel Agency Abbreviation Figure 3 39 3 This section will act much the same as editing users and auditors which are described earlier in this document 35 Page Delete NOTE An agency should not be deleted unless its creation in the system was a mistake In order to delete an agency 1 Click the name of the agency you wish to remove 2 Click the button 3 Aconfirmation box will appear Figure 3 40 4 Click the button to finish 36 Page Periodic Maintenance The Periodic Maintenance section of ECOS is for adjusting and adding the elements that need to be modified annually or periodically When a user clicks on the Periodic Maintenance screen they are prompted select one of a number of options Periodic Maintenance Condition Codes Fuel Type Task Codes Task Selection Matrix Lighting Tasks Heating System Improvement Tasks Heating System Control Tasks ASHRAE Room Types ASHRAE Tasks Exhaust Devices Figure 3 41 Available options are 1 E ee Condition Codes Contains the condition codes for all building segments with their associated R values Fuel Type Task Codes The task codes maintenance screen is used to specify a given task s category conductive non conductive and if applicable labor category i e general laborer units i e sq ft benchmark labor hours and
66. he energy auditor to data entry the field form captured during the initial audit You will find the Energy Audit section under the Building menu item in the local navigation bar on the left hand side of your screen To create a new energy audit 26 Click on the Buildings menu item shown on the left 27 Click on the button on the Buildings screen 101 Page Buildings E E E E EE R Ml 270 Venus Street Big Ten Township ME Lisa Green Single Family 8202 Venus Street Sebasco ME 04565 Ben Pink Single Family 4057 Venus Terrace West Buxton ME 04093 William Brown Single Family 434 Brown Street Abbot ME 04406 Robbie Uranus Single Family 15 Elm St Skowhegan ME 04976 Peter Simmons Single Family 10 Oak St Skowhegan ME 04976 Landlords Inc Single Family Figure 5 1 28 Be sure to select the Multi Family radio button for building type 29 Click on the Select Owner button to add a building owner Building Info Building Type Single Family 9 Multi Family Owner Not yet selected Select Owner Complex Add Complex Owner Mailing Address Owner Contact Information Line 1 Line 2 Municipality Figure 5 2 30 If the owner is not already in the system click the button on the Owner Select screen 102 Page Owner Select 9 Person Organization Figure 5 3 31 Type in owner s personal information Owner Detail Suffix Date of Birth Identification Type dentification Number
67. icking on the button associated to that unit Note ECOS will have already selected the first unit associated to the building To enter the lighting details for a building 1 Click the LAG Building Lighting General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Blue Ben Blue Ben Blue Ben There are currently no lighting fixtures for this building unit Figure 5 71 2 Select the room from the location dropdown Hit the tab key on your keyboard to go to the next field 4 Continue to enter in of bulbs existing wattage replacement wattage hours month and replacement cost are Add 5 Repeat steps 1 4 while clicking the button on each row until done Replacement Cost should be entered on a per bulb basis Figure 5 72 6 Click the button to finish NOTE To delete a lighting detail 141 Page iii Click on the button associated to the appropriate row in the grid Message from webpage l Are you sure you wish to delete this lighting fixture Figure 5 73 iv Click on the button to confirm delete 142 Page Refrigeration The refrigeration screen allows you to enter existing refrigerators to be replaced Select the unit you wish to add lighting for by clicking on the button associated to that unit Note ECOS will have already selected the first unit associated to the
68. iew Inspected Jobs Ready for Billing Group Assignment Jobs Assigned to Billing Group Job ID Name Amount Job Bill Status Job ID Name Amount 0000000232 Uranus Gordon 3 790 10 Figure 8 9 1 Click the Paid button 2 Click Save 9 Blank Reports From the Main Menu a user can navigate to the Blank Reports section of the system Welcome Program Administration Energy Audit Job Billing Blank Reports Figure 9 1 This will bring the user to the Select Blank Report screen 182 Page Select Blank Report To print a blank copy of a report please select the desired report from the drop down list below l zl Figure 9 2 Utilize the drop down to list the available reports Select Blank Report To print a blank copy of a report please select the desired report from the drop down list below Energy Audit Field Form Blank Client Consent Form Figure 9 3 Generate PDF Once a report is selected click the button in order to generate the report Energy Audit Field Form Selecting the Energy Audit Field form generates a blank field form This is designed for printing in order to have hard copies available on site at audits Client Consent Form This is for printing hard copy client consent forms to be signed 183 Page
69. igeration M Add Review Tasks Files Figure 4 19 The difference is in the red and green icons that display next to specific sections in the menu The s signify areas where vital audit data is missing These pages must be completed in order to have correct and accurate calculations Once an area has been completed to satisfactory standards a will appear next to that area in the menu 50 Page Audit Summary On the audit summary screen you have the ability to view and add information related to the owner of the dwelling Furthermore information regarding who audited and inspected the dwelling is also captured Note When the terms client and head of household are used they are actually the primary applicant Audit Summary General Info Building Type Single Family Owner Jennifer Tester Complex Physical Address 812 Whitefield Road Pittston ME 04345 Audit Information Auditor Comments Audited By Blue Quillin v Audit Date 01 01 2012 Walk Away E Carbon Credit Eligible El Save Cancel Figure 4 20 At any time of the audit a client can be marked as a walk away In order to do this check the walk away box The user can also enter any relevant information in the Walk Away Description field in order to explain the reason for marking the client as a walk away NOTE When marking an audit as walk away the audit automatically gets closed The auditor data should never
70. igure 4 36 For the Pre Wx code you can either type in the code and select it from the drop down or expand the drop down by clicking on the icon and manually scroll through the list NOTE When typing in the number the drop down will automatically sort NOTE If you type in the whole code ex 05 003 you still have to click on the item in the drop down with you mouse to select the item Once the Pre Wx code has been selected the Post Wx code drop down list will automatically sort its content based on the available post codes that will create a valid condition code Select the Post Wx code Pre Wx Condition Code FPre Wx 05 003 Uninsulated solid core wood door Post Wx 05 003 Uninsulated solid core wood door 05 003 Uninsulated solid core wood door Save Cancel Figure 4 37 60 Page NOTE The condition code that is going to be generated is listed after the post wx code Condition Code 05 003 Uninsulated solid core wood door Figure 4 38 8 Click the button to finish 61 Page To delete a segment and or window door Delete Figure 4 39 3 Click on the button to confirm delete Heating amp Hot Water 1 Click on the segment or window door highlighting it in the grid The Heating amp Hot Water System screens allow you to enter existing water and heating systems present in the household The Heating System screen contains details related to a household
71. ined Tasks Add Delete 1 Click on the button to the right of the Auditor Determined Tasks label 2 Type or select the appropriate job task name from the drop down list NOTE When typing the task code the drop down box will automatically sort its content Add Edit Auditor Selected Job Task Job Task Detail Task Name D14 NM Quantity 014 108 0020 Caz Test Category 014 108 0010 Blower Door Test 014 108 0015 Pressure Pan Testing Save Cancel Figure 4 109 NOTE Even though a task code is entered fully the task must still be selected by clicking on it 3 Enter in the quantity 4 Select the category from the dropdown 98 Page Conduction Incidental Repairs Health amp Safety Infiltration Reduction Figure 4 110 5 Click the button to finish Delete Audit Determined Task s To delete an audit determined task 1 Single click on the task to be deleted This will highlight the row Auditor Determined Tasks Quantity Units Task Category Is Approved 100 EA Attic Hatch Infiltration Reduction a 7800 LF Molding Tim 1X4 tration Reduction 100 EA Bulkhead Door infiltration Reduction 7 1585 00 SF Poly 6 Mi infiltration Reduction 400 SF Chimney By Pass Sheet Metal Infiltration Reduction 78 00 LF Caulking Latex infiltration Reduction 300 EA Caulking Foam infiltration Reduction Figure 4 111 2 Click on the Welt button
72. ing System Type Oil Boiler or Furnace Fuel Type Figure 4 49 68 Page This is the section where the user can add which improvement tasks need to be done for a specific heating system Add Heating Improvement The user can add a heating improvement task from the Heating System Detail screen Heating System Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Improvement Heating System Type Oil Boiler or Furnace Fuel Type Figure 4 50 To add heating system improvements task 1 Click the Heating System Improvement button located in the heating system detail section for necessary heating system 2 Click the add button to the right of the screen above the improvements grid Delete Improvement Figure 4 51 3 Choose the improvement type from the available dropdown 69 Page Burner Replacement Burner Tune Up Combustion Testing And Evaluation Gas Fired Boiler Cast Iron Gas Fired Boiler Cast Iron H Ex Gas Fired Boiler Steel H Ex Gas Fired Boiler Steel Heat Oil Fired Boiler Cast Iron Oil Fired Boiler Cast Iron H Ex Oil Fired Boiler Steel H Ex Qil Fired Boiler Steel Heat Figure 4 52 Note the necessary data fields will appear on the screen upon selection of an improvement type For the purposes of this documentation we will be utilizing Combustion Testing and Evaluation Designed Heat Load MBTU hr Pre Wx Post Wx N A N A Sel
73. l EBam stairs 072 101 0030 20 00 Advanced Energy Conservation Systems Ki 45 00 5 52 9 Wall SOA 072 115 0010 10 00 Not chosen 0 00 0 00 v Wall WOA 072 115 0010 23 00 Not chosen 0 00 0 00 a Wall NOA 072 115 0010 7 50 Not chosen 0 00 0 00 7 Figure 6 6 2 This will bring the user to the Job Task Detail screen Task Insul Cellulose Wall Quantity 90 00 Carbon al Saved 104 83 lbs Technician Bid Advanced Energy Conse w Sa Advance Spray Foam KVCAP Foam oy Conservation Systems KWCAP Mobile Home ry Conservation Systems KVCAP Stick Built BIOS Environments KVCAP Mobile Homes Figure 6 7 148 Page Select the technician from the Technician Bid dropdown Click on the Save button Next step is to create the work order Please see Printing of Work Order and Other Reports section below for more info 149 Page Materials Management From here you can add a purchase order to the job and associate materials required and materials used Add button Enter in vendor name or select the From Inventory checkbox 1 Toadd a purchase order click the a Selecting the From Inventory checkbox will default the vendor name field to From Inventory 3 To add material click the Add button again Materials Add Material Quantity Unit Amount Action v v Add Cancel Figure 6 8 4 The materials dropdown is a prepopulated list that holds all materials allowed from the
74. lize Work Order Building Segment Quantity Task Code Task Attic Ceiling C1 1 600 00 SF 072 101 0025 Insul Cellulose Open 12 R 38 Wall N1A 400 00 SF 072 101 0030 Insul Cellulose Wall Wall S1A 400 00 SF 072 101 0030 Insul Cellulose Wall Wall E1A 200 00 SF 072 101 0030 Insul Cellulose Wall Wall W1A 200 00 SF 072 101 0030 Insul Cellulose Wall Basement Wall NOA 100 00 SF 072 115 0005 Perimeter Insulation Spray Foam R 13 Basement Wall SOA 100 00 SF 072 115 0005 Perimeter Insulation Spray Foam R 13 Basement Wall EOA 30 00 SF 072 115 0005 Perimeter Insulation Spray Foam R 13 Basement Wall WO 80 00 SF 072 115 0005 Perimeter Insulation Spray Foam R 13 N A 42 00 LF 079 204 0005 Caulking Latex N A 12 00 LF 061 102 0025 Framing Pt 2X6 N A 1 00 EA 168 120 0010 Co Alarm Figure 6 15 3 Click Preview Work Order open O E Figure 6 16 Note The internet explorer browser will ask the user to either open or save a copy of the previewed work order once the preview work order button has been clicked 154 Page Note Ifthe job has multiple weatherization technicians assigned the preview work order will list all tasks in one work order A work order will be created per weatherization technician once the work order has been finalized Once the work order is ready to be sent to the weatherization technician s click on the finalize work order button Message from webpage _ After selecting
75. m Energy Audits Audit Summary Rooms Building Spaces Heating Hot Water Air Quality Blower Door Tests Ductwork Assess Duct Leakage Ventilation Energy Use Appliances Lighting Retrigeration Add Review Tasks Files Figure 5 22 The difference is in the red and green icons that display next to specific sections in the menu The s signify areas where vital audit data is missing These pages must be completed in order to have correct and accurate calculations Once an area has been completed to satisfactory standards a will appear next to that area in the menu 112 Page Multi Family Audit Summary On the audit summary screen you have the ability to view and add information related to the owner of the dwelling Furthermore information regarding who audited and inspected the dwelling is also captured Note When the terms client and head of household are used they are actually the primary applicant Audit Summary General Info Building Type Single Family Owner Jennifer Tester Complex Physical Address 812 Whitefield Road Pittston ME 04345 Audit Information Auditor Comments Audited By Blue Quillin v Audit Date 01 01 2012 Walk Away E Carbon Credit Eligible El Save Cancel Figure 5 23 At any time of the audit a client can be marked as a walk away In order to do this check the walk away box The user can also enter any relevant info
76. m Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Improvement Heating System Type Oil Boiler or Fumace Fuel Type Oil a Figure 5 36 122 Page This is the section where the user can add which improvement tasks need to be done for a specific heating system Add Heating Improvement The user can add a heating improvement task from the Heating System Detail screen Heating System Detail Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Heating System Detail Heating System Improvement Heating System Type Oil Boiler or Furnace Fuel Type Figure 5 37 To add heating system improvements task 5 Click the Heating System Improvement button located in the heating system detail section for necessary heating system 6 Click the add button to the right of the screen above the improvements grid re Improvement Figure 5 38 7 Choose the improvement type from the available dropdown 123 Page Burner Replacement Burner Tune Up Combustion Testing And Evaluation Gas Fired Boiler Cast Iron Gas Fired Boiler Cast Iron HEx Gas Fired Boiler Steel H Ex Gas Fired Boiler Steel Heat Oil Fired Boiler Cast Iron Oil Fired Boiler Cast Iron H Ex Oil Fired Boiler Steel H Ex Oil Fired Boiler Steel Heat Figure 5 39 Note the necessary data fields will appear on the screen upon selection of an improvement type For the purposes of this documentation
77. m a grid above to view it s comments Created On Close Energy Audit Figure 4 106 By default each listed task for both systems and auditor determined tasks contain a generic set of instructions These generic instructions can be manually altered by single clicking on the task and utilizing the Task Comments table at the bottom of the screen Auditor Determined Tasks Quantity Units Task 78 00 Molding Trim 1X4 100 Bukhead Door 1585 00 Poly 6 Mi 400 Chimney By Pass Sheet Metal Infiltration Reduction 78 00 Caulking Latex Infiltration Reduction 300 EA Caulking Foam Infiltration Reduction Task Comments Please choose a task from a grid above to view it s comments Task Attic Hatch Basic Instructions Install a ceiling access way so that it may be readily removed for post inspection by sub grantee or grantee personnel Whenever possible the access opening will be at least 5 sf ideally 2 x 2 5 and in a readily accessible location Exposed wood must be finished all sides Addition on Second floor bedroom Commet Created By CeatedOn ChangedBy ChangedOn Figure 4 107 97 Page Clicking on the button above and to the write of the comments table will bring up the Task Comment Details Screen where comments can be added Task Comment Details Task Attic Hatch Comment Figure 4 108 To add an auditor determined task Auditor Determ
78. ment Location and Area For Attics and Floors Segment Location and Area Add Edit Building Envelope Building Envelope Detail Segment Location Name Required Gross Area ft 0 Net Area ft J Gross area minus doors and windows Pre Wx Code 03 034 Band Joist or Rim Joist with Exterior Sheathing and Siding Post Wx Code 03 034 Band Joist or Rim Joist with Exterior Sheathing and Siding If this wall segment sits on a sill does the sill need to be caulked Check for Yes C Figure 4 33 4 Click the button to finish 58 Page Windows and Exterior Doors To add a Window or Exterior Door 1 Single click to highlight on the wall segment for which the door or window is to be added 2 Click the button Building Envelope Building Envelope Information Location Window amp Door Information Location Length in Width in Figure 4 34 3 Select the segment type Window or Door from the drop down list Add Edit Window Door Windows Door Detail Building Segment 1A 5 Wall Length SO Width Number Figure 4 35 4 Type inthe dimensions length and width and the number of windows or doors 59 Page Note When adding a door as a segment type the uses per day must also be entered Windows Door Detail Building Segment 1A 5 Wall Segment Type Door Length l 36 Width 80 Number 1 Uses Day 15 F
79. mp Close button Task Codes Although the process of adding editing and deleting a task code is similar to the process shown above the task codes are maintained on their own screen rather than inside a table grid Task Code Maintenance Edit Delete Task Code Task Name 072 101 0010 Insul Cellulose Open 6 R 19 072 101 0015 Insul Cellulose Open 8 R 25 072 101 0030 Insul Cellulose Wall 072 101 0035 Insul Cellulose Floor 072 101 0105 Insul Fglas Blown MH Dome Roof Top 072 101 0110 Insul Fglas Blown MH Pitched Roof Ext 072 101 0115 Insul Fglas Blown MH Roof Inside 072 101 0120 Insul Fglas Blown MH Walls 072 101 0125 Insul Fglas Blown MH Belly s w gt Export to CSV Figure 3 46 40 Page To add a new task code Click the button 1 2 Enter the required fields Task Code Task Name Category Units and Expected Life years 3 If applicable enter any other appropriate information Description of Task Labor Category Benchmark Labor Hours Materials Basic Instructions 4 Check off if the task is an auditor determined task or if it is a duct leakage task otherwise leave the checkboxes blank 5 Once everything is entered to the user s satisfaction press the Save button to finish To edit a new task code 1 Double click on the task listed in the grid 2 Edit information as needed on the task code detail screen 3 Once everything is entered to the user s satisfaction press the Save
80. nce 3 Select the configuration and shielding level of the blower door test conducted 4 Type in information collected during the initial blower door test under the pre wx section 77 Page Test Date Test CFMS5O Test Conditions ETL Flow Exponent 0 65 0 65 E Outdoor Temperature Heat Loss in BTUs Total CFM50 Reduction Heat Loss Savings BTUs Heat Loss Savings Units Heat Loss Savings Dollars Figure 4 65 NOTE A blower door test that is conducted as part of the inspection should be entered under the post wx section NOTE The Total CFM50 reduction is calculated based on the pre and post Test CFM50 numbers entered 5 Please document notes in regards to the major leakage sites and any other comments in the below shown comment box Major Leakage Sites Problems Comments Figure 4 66 6 Click the button to finish 78 Page NOTE In order to edit an existing Blower Door test simply double click on the row for that test A blower door test must be added and a post infiltration estimate must exist for this section to be complete Add Delete Test Location CFM50 HL BTUs HL Units HL Dollars HL BTU Savings HL Dollar Savings Side Door 4 506 42 930 245 386 872 36 12 280 756 248 60 Figure 4 67 This will re open the Add Edit Blower Door Test screen for the user to edit necessary information The Post Infiltration Estimates table is intended for the auditor to use in orde
81. nd click the OK button The address will now be displayed in the grid 45 Page Address Phone E Mail Address Address Type Address Line 1 Address Line 2 Address Line 3 Municpalty gt Primary Ma ing Address 1 Fake St Augusta Maine 04330 Figure 4 9 Note To edit the address double click into the appropriate field and edit as needed 11 Once the address information has been added click on the phone tab Address _ E Mail Address Figure 4 10 12 Click on the button and double click into the phone type field Address Phone E Mail Address Phone Type Number Extension Activation Date gt D 05 25 2010 Choose Contact Type Business Telephone Fax Line Message Telephone Cell Phone Figure 4 11 13 Select the phone type from the drop down list and hit the Tab key on your keyboard to continue entering in the number and if appropriate the extension You can also enter in the number by double clicking into the field instead 46 Page 14 Once the phone information has been added click on the E Mail Address tab a Address E Mail Address Figure 4 12 15 Next click on the button and double click into the E mail Type field Address Phone E Mail Address E mail Type E Mail Address Activation Date re gt 05 25 2010 Business e Figure 4 13 16 Select the E mail Type from the drop down list and hit the Tab key on your keyboard to continue en
82. nfo Building Type Single Family Complex LIHEAP Application Number LIHEAP Application Certification Date Head of Household Head of Household Mailing Address El Same as Building Line 1 Line Municipality Owner Jennifer Tester Physical Address 812 Whitefield Road Pittston ME 04345 Attach LIHEAP Application Select Head Of Household Head of Household Contact Information Figure 5 20 54 Select to either create a a new single family private audit or b a single family audit based on an existing LIHEAP application 55 Click on the button 56 Next the user will click on the Energy Audits item on the left side menu 110 Page Open Existing Multi Family Energy Audit To open an existing energy audit 6 You can either search for the existing building by address owner building type or by complex Buildings Add Address Owner Building Type Complex Action Figure 5 21 7 For any of the four options please type in your search and press the button 8 Next select the building associated to the energy audit by clicking on the associated button to continue 9 Next click on the Energy Audits menu item on the left side menu This will bring you to the Energy Audit Select screen Click on the Edit button to open the associated energy audit 111 Page Multi Family Energy Audit Menu The menu on the left behaves differently for the energy audit than for any other area of the syste
83. o Billing Group Job ID Name Amount Job Bill Status Job 1D Name Amount Job Bil Status Comp Review Tech Review 0000000234 Simmons Peter 5 497 52 Billed Pending Pending Billing Group Name Figure 8 5 4 Enter in necessary Reopen information ReOpenBillingGroup Billing Group Name October 2012 Agency KVC Date Billed 10 1 2012 Notes Figure 8 6 Once you Click the button the billing group will have been reopened and ready for modifications Pass Review To pass review on a billing group y9ou will first enter in search criteria and select the button or leave fields blank and click the search button to see all results 180 Page Billing Groups Agency Billing Group Name All El test Figure 8 7 1 Highlight the billing group you will be modifying 2 Click the button 3 Once on the Billing Group Detail screen click the lt S Billing Group Detail Billing Group Name October 2012 Inspected Jobs Ready for Billing Group Assignment Job ID Name Amount Job Bil Status Mark as Paid e button gt ame ence Fs Billing Group Status Billed Jobs Assigned to Billing Group JobID Name Amount JobBiiStatus Comp Review Tech Review 0000000234 Simmons Peter 5 497 52 Billed Pending Pending Figure 8 8 Once an item has passed financial review the option to Mark as Paid appears 181 Page Billing Group Detail Billing Group Name Billing Group Status PassFinancialRev
84. ob To create a new job 1 Click the Job menu item shown to the left 2 Click on the button Jobs Select General Info Building Type Single Family Owner Andy Freeman Complex Physical Address 2402 Saturn Lane North Leeds ME 04263 Add Audit Date Primary Wx Technician Status Action Figure 6 1 3 Click the button to select the closed audit from which the job should be create for 145 Page Energy Audit Select Client Owner If not client Physical Address Action Satum Eric Saturn Eric 5024 Washington Road Bunkers Harbor ME 04613 Figure 6 2 4 Next you will arrive at the task selection screen Task Selection Job Task Selection General Info Client Name Red Lisa Job Address 4607 Pluto Road Marrtown ME 04548 Technician Bid Weatherization Experts PCAP Total Job Cost 4 989 70 Total Job SIR E 44 Annual Savings 1 753 76 Total Carbon Saved 17367 lbs Figure 6 3 NOTE The screen displays general info in regards to the total job cost total job SIR total carbon saved and total energy cost saved These fields are automatically updated when a Wx Technician is chosen from the drop down list NOTE This screen furthermore contains the system determined auditor selected tasks and mechanical system tasks which were also shown on the add review tasks screen in the energy audit section 146 Page Conduction Tasks Select All Deselect All Building Segment Task Task Code Quantity
85. ompatable Funding Source Name Funding Source is Incompatable a Figure 3 33 2 This will bring the user to the Funding Source Detail screen Funding Source Detail Organization Name Is 1099 Vendor E TIN Description Address Phone E Mail Address _ Add Delete Address Type Address Line 1 Address Line 2 Address Line 3 Municipality Default Funding Source Minimum SIR Allowed Save Cancel Figure 3 34 3 The Funding Source Detail screen acts much like the Create New User and Add Energy Auditor sections previously covered in this document 31 Page NOTE The default funding source check box should be marked for the funding source which should automatically be assigned to all billing NOTE The default funding source can only be set for one funding source If you select a new or different funding source as the default then the other default funding source will automatically get unmarked as the default without warning In order to edit a funding source 1 Click and select the funding source you wish to modify 2 After the screen refreshes the Incompatible Funding Sources table will be populated 3 Double click the already selected name of the funding source 4 This will bring the user to the Funding Source Detail screen Funding Source Detail Organization Name DOE Is 1099 Vendor A TIN 01 0265913 Description DOE Funding Source Address Phone
86. ormation has been added click on the E Mail Address tab Address Figure 3 10 17 Page 13 Next click on the button and double click into the E mail Type field Address Phone E Mail Address E mail Type E Mail Address Activation Date Deactivation Date a 22 20 y Personal E mail Business E mail Figure 3 11 14 Select the E mail Type from the drop down list and hit the Tab key on your keyboard to continue entering in the E Mail Address You can also enter in the address by double clicking into the field instead 15 If this is a Crew Organization check the crew checkbox see section Add Crew for more details 16 Next import the technician s bid sheet see process below and click the button to finish 18 Page Import of bid sheet The process for importing a bid sheet for a weatherization technician is continued from adding or editing a wx technician Please refer to either of these sections in order to get to this screen To import a bid sheet NOTE The import bid sheet functionality is based on using a standard bid sheet Please download a blank sheet update with the correct bids and upload it as shown below NOTE To download a blank bid sheet please click on the appropriate link when editing or adding a new wx technician Technician Bid Import Please select a bid to upload or download a blank bid sheet to fill out and upload Dovmload Blank Bid Sheet
87. ovement The user can edit a heating improvement task from the Heating System Detail screen To edit a heating system task 4 Highlight the task that is to be modified 5 Click the edit button 6 Upon modifying the necessary data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note If any data on the screen has been changed and the user clicks cancel than ECOS will ask the user to confirm that they wish to leave the screen without saving changes 125 Page Delete Heating Improvement The user can delete a heating improvement task from the Heating System Detail screen To delete a heating system task 4 Highlight the task that is to be deleted 5 Click the delete button 6 ECOS will remove the task and all associated data from the system This portion of ECOS is where the user will add tasks related to the heating system controls Control Cost Figure 5 42 126 Page Add Controls To add heating system controls task 4 Click the Heating System Improvement button located in the heating system detail section for necessary heating system Click the add button to the right of the screen above the controls grid 6 Choose the Controls type from the available dropdown Heating System Control Detail Cost Annual Energy Savings 0 00 Save Cancel Figure 5 43 Upon entering all of the requi
88. r to properly estimate savings prior to a post audit BD test Test Location CFM50 HL BTUs HL Units HL Dollars HL BTU Savings HL Dollar Savings Front Entrance 5 422 48 555 962 499 gal 1 127 74 Post Infiltration Estimates Name CFM50 HL BTUs HL Units HL Dollars HL Savings BTUs HL Savings Units HL Savings Dollz b Estimate BTL 857 7677 132 79 gal 176 54 40 878 830 420 gal 949 20 4 mr HL Heat Loss Figure 4 68 The user can type in the CFM50 column what they estimate to be able to bring it down to The other fields will calculate to show savings after the user clicks outside of the grid 79 Page Post Infiltration Estimates Name CFM50 HL BTUs HL Units HL Dollars HL Savings BTUs HL Savings Units HL Savings Dollz Estimate 2 000 17 910 720 184 gal 415 84 30 645 242 315 gal 711 90 BTL 857 7 677132 79 gal 5178 54 40 878 830 420 gal 949 20 4 MI t HL Heat Loss Figure 4 69 NOTE The BTL listed in the post infiltration estimate table is the minimum CFM50 that is recommended for the post blower door test NOTE To delete an existing blower door test i Click on the appropriate blower door test highlighting it in the grid Figure 4 70 iii Click on the button to confirm delete 80 Page Ductwork Assess The ductwork assess section of the energy audit is for entering your ductwork test results Ductwork Assessment Ductwork Assessment General Info Building Type Single Family Own
89. red data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note if the user clicks cancel a screen prompt will appear asking for confirmation prior to leaving the heating system improvements detail screen IF there had been data entered If no data was entered into the screen than ECOS will direct the user back to the heating system improvements screen Edit Controls The user can edit a heating controls task from the Heating System Detail screen To edit a heating controls task Highlight the task that is to be modified 5 Click the edit button Upon modifying the necessary data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note If any data on the screen has been changed and the user clicks cance than ECOS will ask the user to confirm that they wish to leave the screen without saving changes 127 Page Delete Controls The user can delete a heating controls task from the Heating System Detail screen To delete a heating controls task 4 Highlight the control that is to be deleted 5 Click the delete button 6 ECOS will remove the control and all associated data from the system Air Quality The air quality assessment screen allows you to enter the dwelling s air quality hazards
90. rmation in the Walk Away Description field in order to explain the reason for marking the client as a walk away NOTE When marking an audit as walk away the audit automatically gets closed The auditor data should never be pre populated on this form In order to add the auditor select the correct person from the Audited By dropdown menu Input the audit date and any relative comments in the appropriate provided fields 113 Page Audit Information Auditor Comments Audited By Bond Rachel Audit Date 03 27 2012 Walk Away Figure 5 24 Rooms The Rooms screen contains information about a dwelling s individual rooms 5 To add a new room select the unit you will be working with Note ECOS will default to the first unit on the list Rooms in Conditioned Space General Info Building Type Multi Famity Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Blue Ben Blue Ben Blue Ben There are currently no rooms for this building unit Figure 5 25 6 Click the button 7 Select the room type from the dropdown and then proceed to fill in the room name and description 8 Click to complete adding the row 114 Page Must Update with actual rooms Figure 5 26 9 Repeat the process for each unit as necessary 10 Click on the button when finished 115 Page Heating amp Hot Water The Heating amp Hot W
91. rmined Task ii dias 98 Delete Audit Determined Task iia 99 ANA A A eitaeeeso eee 100 REO PEN ENE AA e a 100 M kti Family Enero Audit choses ess atedetc tiered ccsate ie rescacea canes ao reecancianeuen cow iactous eimestAaaeteonees 101 Create New Energy Audit Multi Family Dwelling oooooocccnnnnononccnnnnonanocnnnnonanoconnnonanoconnnonanioos 101 Open Existing Multi Family Energy Audit ccccccccsssecccessececeesececceeseceseeececeenecessegceeseeecetsuaecetsenes 111 MultisFamily Enere yAUGIt Men socio 112 Multi Family Audit SUMMA yra A AA 113 Wal Watch en ia dis 113 AU A E ON 113 A Arc ree eg ate Ae ON Tan Yar ONS Cr Pera a AAACN To ea ta 114 FAC AEN Ot TOE VV QUOI cast ate cd aceite A 116 Add Heatine SN a e 116 A A o aaa a retin ti a ee vestan ecard A 118 Delete Heatne sta A Ad ade 119 Add Edit Wate HC taa diana caols 120 Heating SYStemimprovements asia ada dados 121 IMPROVEMENT io 123 COMO iii Goan mtn den lesa E E Ea 126 Ar OUa gest rete y Ren CO Pre OER Pr ei E re ee eae 128 DUGEW ORK ASSESS sa 131 DUCIWOrK ASSESSMENT e nee e a a uetnaeneel Ne 131 CIOSEG ROOMUIP FES SUNS S naene N usados tnueranoustivetivnue 131 Pressure Pan Tests e ete hasl ate siieetieh ss 132 DUCE WEAK ACC iatrsh tect ok traces halal cheesy a ob leat iA tliat eit h ddeas 133 A 134 APPIAACO Sd 137 Eleccion dd saicacala 137 COMO TONADE ES anr eS 139 Tn a a e satis erhl da acenels 141 A a a wcdcaesmutaabanccdacede pete cartes 143 idas
92. ry Total Cost Funding Source Unfunded Amount SIR Insul Cellulose Wall Conductive 1 920 62 DOE 0 00 1 25 Insul Cellulose Open 12 R 3 Conductive 5 1 425 00 DOE 0 00 2 10 Perimeter Insul Spray Foam th Conductive 0 00 DOE 0 00 N A Wall Insulation box sills joists Conductive 0 00 DOE 0 00 N A Incidental Repair General La Incidental Repairs 5 296 00 400z 0 00 N A Chimney By Pass Sheet Meta Infiltration Reductio 560 00 Has The top table Tasks lists all of the tasks for the job Figure 6 40 NOTE The default funding source assigned under Program Admin gt Funding Sources will automatically be assigned to all tasks The user can split a task or all tasks to be funded by multiple funding sources 168 Page 1 Select the task to be split double click into the funding sources column Assign Task Funding Tasks Change All Funding Sources To y Set Task Total Cost Funding Source Unfunded Amount Insul Cellulose Open 10 R 30 HE p 0 00 baiwa Coon O 818600 EEE insul Cellulose Wal Conductos 811800 POE rado rina Weather AT 1 RRA rr Insul Cellulose Wall 57 50 Insul Cellulose Wall Insul Cellulose Wall Figure 6 41 2 Select Split option in the Change All Funding Sources To drop down 3 Hit the tab key on the keyboard General Info Client Name Purple Bob Job Address 6338 Mercury Street Windsor ME 04363 Change All Funding Sources To Y Category Total Cos
93. s mainehousing or 3 Next enter in your designated user name and password ECOS Energy Conservation Online System E __ Maine Housing You are not logged in Login Login To login enter your login information User Name tester Password eeecseees Figure 1 1 4 Click the button to login to ECOS NOTE If the user logging in is associated with more than one office in the system they will be prompted to select which office they are logging in as 7 Page 2 User Administration The User Administration screen is only visible to users with the appropriate permissions This screen provides the ability to 1 Create new users and assign these with rights and roles 2 Edit existing users rights and roles 3 Reset password for users 4 Disable existing users from logging in to the system 5 Enable login access to the system for disabled users 6 Unlock users who have been locked because of 3 or more unsuccessful login attempts Roles The following roles can be assigned to a user Yy Admin role gt gt has access to blank reports BillingAdministration role gt gt has ability to billing screens BillPaidAdministration role gt gt DeleteEnergyAudit role gt gt has ability to delete existing energy audits DeleteJob role gt gt has ability to delete existing jobs EnergyAuditor role gt gt has access to the Energy Audit Job and Billing screens Everyone role gt gt has access to Welcome
94. screen 46 Select the button Complexes No complexes exist yet Cancel Figure 5 14 47 Enter in complex name and click the button associated to the new row Complexes Green Tree Apartments Figure 5 15 48 Return to the building info screen and select the newly added complex from the dropdown Building Info Building Type Single Family 9 Multi Family Not yet selected Select Owner wi Add Complex Owner Contact Information Municipality Figure 5 16 108 Page 49 Next enter the Physical Address of the building Physical Address of Building Same as Ovmer s Mailing Address C Address Change Reason Line 1 Line 2 Directions Municipality a Figure 5 17 Note If the address is the same as the owners address click the Same as Owner s Mailing Address checkbox this will populate the address information 50 Enter in the Building Details section Building Details Building Age Conditioned Living Space ft Building Condition Building Volume ft Occupant Count Pre 1976 Mobile Home E Number of Stories Last Weatherized Number of Bedrooms Figure 5 18 51 Click on the button 52 Next the user will click on the Client Info section from the left side menu Buildings Building Info Client Info Energy Audits Jobs Figure 5 19 53 The user will enter in the necessary information 109 Page Client Info Detail General I
95. source from the Change All Funding Sources To drop down and click the button This will apply single funding source to all tasks To assign a different funding source to all tasks Assign Task Funding General Info Building Type Single Family Owner Tracy Venus Complex Physical Address 261 Robbins Road North Alfred ME 04002 Tasks Change All Funding Sources To v Set Task Category Total Cost Insul Cellulose Wall Conductive s19 Insul Cellulose Open 12 R 3 amp Conductive 1 4 Perimeter Insul Spray Foam th Conductive Wall Insulation box sills joists Conductive Incidental Repair General La Incidental Repairs Chimney By Pass Sheet Meta Infiltration Reductio 60 00 DOE 0 00 N A Caulking Silicone Infiltration Reductio 15 00 DOE 5 0 00 N A Caulking Foam Infiltration Reductio 5 220 00 DOE 0 00 N A Save Cancel Figure 6 39 167 Page To apply Individual Funding Sources per task 1 Double click the funding source cell associated to the task you wish to assign an individual funding source to 2 Select the funding source from the available dropdown 3 Click the button Assign Task Funding General Info Caulking Silicone Infiltration Reductio S 15 00 ARRA Caulking Foam Infiltration Reductio 220 00IHEAP Building Type Single Family Owner Tracy Venus Complex Physical Address 261 Robbins Road North Alfred ME 04002 Tasks Change All Funding Sources To v Task Catego
96. stem task 1 Highlight the task that is to be modified Click the edit button 3 Upon modifying the necessary data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note If any data on the screen has been changed and the user clicks cance than ECOS will ask the user to confirm that they wish to leave the screen without saving changes 71 Page Delete Heating Improvement The user can delete a heating improvement task from the Heating System Detail screen To delete a heating system task 1 Highlight the task that is to be deleted 2 Click the delete button 3 ECOS will remove the task and all associated data from the system This portion of ECOS is where the user will add tasks related to the heating system controls a Add Edit Delete Figure 4 55 72 Page Add Controls To add heating system controls task 1 Click the Heating System Improvement button located in the heating system detail section for necessary heating system Click the add button to the right of the screen above the controls grid 3 Choose the Controls type from the available dropdown Heating System Control Detail Cost Annual Energy Savings 50 00 Save Cancel Figure 4 56 Upon entering all of the required data the user can then click the save button if entered data in error the user can also click c
97. t Comb Air O or CO Chimney Cond CO lt 55ppm Spillage FJ FJ CAZ Depress Figure 4 93 Note The post wx data is entered after the inspection has taken place 4 If applicable enter in any comments relevant for the combustion appliance 91 Page Comments a Figure 4 94 5 Click the button to finish NOTE To delete a combustion appliance i Click on the appropriate appliance highlighting it in the grid Cancel Figure 4 95 iii Click on the button to confirm delete 92 Page Lighting The Lighting screen allows you to enter existing lighting details for a household To enter the lighting details for a building 1 Click the button Building Lighting General Info Building Type Single Family Owner Eric Saturn Complex Physical Address 3024 Washington Road Bunkers Harbor ME 04613 Location Number of Bulbs Existing Wattage Replacement Wattage Hours Month Replacement Cost Action There are currently no lighting fixtures for this building unit Figure 4 98 2 Select the room from the location dropdown Hit the tab key on your keyboard to go to the next field Continue to enter in of bulbs existing wattage replacement wattage hours month and replacement cost PE Add 5 Repeat steps 1 4 while clicking the button on each row until done Add Location Number of Bulbs Existing Wattage Replacement Wattage Hours Month Replacement Cost Action E Add Cancel O
98. t Funding Source Unfunded Amount SIR Insul Cellulose Open 10 R 3C Conduction 1 050 00 0 00 1 0000 Insul Cellulose Open 12 R 3 Conduction 405 00 0 00 11 0000 Insul Cellulose Open 12 R 3 Conduction 40 50 0 00 11 0000 Insul Cellulose Wall i 179 80 0 00 2 0000 Insul Cellulose Wall i 29 00 0 00 2 0000 Insul Cellulose Wall j 58 00 0 00 2 0000 Insul Cellulose Wall i 92 80 0 00 2 0000 Insul Cellulose Wall duction 55 10 0 00 2 0000 Insul Cellulose Wall j 55 10 0 00 2 0000 Funding Source Amount ot Tora DOE 1 050 00 100 Figure 6 7 169 Page 4 Click the button 5 Double click into the empty cell for the funding source and select the appropriate funding source Funding Source Amount of Total Task 1 565 60 100 Figure 6 43 6 Next either assign the percentage or amount split Funding Source Amount of Total Task DOE 982 80 50 b HEAP Weather g 98280 50 Figure 6 44 7 Click the button to finish NOTE If the user has entered a minimum SIR for the funding source i e minimum allowable SIR of 1 00 then ECOS will highlight the row in red where the SIR is below the minimum allowed SIR display a message stating There are tasks that are funded by Funding sources with a minimum SIR that they do not meet and will not allow the user to save 170 Page Assign Task Funding e There are tasks that are f
99. ta Maine 04332 Augusta Maine 04333 Augusta Maine 04334 Augusta Maine 04335 E Augusta Maine 04336 Augusta Maine 04337 Augusta Maine 04338 City State Zip Figure 3 6 7 Type in the first couple letters of the desired town and hit the Enter key on your keyboard Note This will do a search for all towns in the database beginning with these characters 8 Select the appropriate municipality from the drop down and click the button The address will now be displayed in the grid Address Phone E Mail Address Address Type Address Line 1 Address Line 2 Address Line 3 Municipalty P Primary Mailing Address 1 Fake St Augusta Maine 04330 Figure 3 7 Note To edit the address double click into the appropriate field and edit as needed 16 Page 9 Once the address information has been added click on the phone tab Address Phone E Mail Address _ Figure 3 8 10 Click on the button and double click into the phone type field Address Phone E Mail Address Phone Type Number Extension Activation Date Deactivation Date 2 24 2011 Choose Contact Type Business Telephone Faedine OOO OOO CellPhone Figure 3 9 11 Select the phone type from the drop down list and hit the Tab key on your keyboard to continue entering in the number and if appropriate the extension You can also enter in the number by double clicking into the field instead 12 Once the phone inf
100. tering in the E Mail Address You can also enter in the address by double clicking into the field instead 17 Click on the button 47 Page 18 Next enter the Physical Address of the building Physical Address of Buildin Same as Ovmer s Mailing Address C Address Change Reason Line 1 Line 2 Directions Municipality a Figure 4 14 Note If the address is the same as the owners address click the Same as Owner s Mailing Address checkbox this will populate the address information 19 Enter in the Building Details section Building Details Building Age Conditioned Living Space ft Building Condition Building Volume ft Occupant Count Pre 1976 Mobile Home E Number of Stories Last Weatherized Number of Bedrooms Figure 4 15 20 Click on the button 21 Next the user will click on the Client Info section from the left side menu Buildings Building Info gt Client Info Energy Audits Jobs Figure 4 16 22 The user will enter in the necessary information 48 Page Client Info Detail General Info Building Type Single Family Owmer Jennifer Tester Complex Physical Address 812 Whitefield Road Pittston ME 04345 LIHEAP Application Number Attach LIHEAP Application LIHEAF Application Certification Date Head of Household Select Head Of Household Head of Household Mailing Address Head of Household Contact Information El Same as Building Line 1 Line Municip
101. the phone information has been added click on the E Mail Address tab A iarann aaah an annan CA Address E Mail Address Figure 3 25 14 Next click on the button and double click into the E mail Type field 26 Page Address Phone E Mail Address Personal E mail Business E mail Figure 3 26 15 Select the E mail Type from the drop down list and hit the Tab key on your keyboard to continue entering in the E Mail Address You can also enter in the address by double clicking into the field instead 16 Type in the auditor s training and certification information Training Program O Initial Certification Date Certification Expiration Last Recertification Post Email To Web Figure 3 27 Save 17 Click on the button to finish 27 Page Edit To edit an existing energy auditor 1 Click on the energy auditors menu item on the left from the program administration area 2 Double click on the auditor that needs to be edited Energy Auditors Figure 3 28 3 Next edit the appropriate information Add Edit Energy Auditor First Name Suffix Middle Name Date of Birth Last Name Identification Type Gender Identification Number Address Phone E Mail Address Address Line 1 Address Line 2 Address Line 3 Municipality ladjfoia lane Abbot Maine 04406 Training Program Maine State Auditor Initial Certification Date 11 10 200
102. the user to the heating system details screen with all of the previously entered data prepopulated From there the user can modify the necessary information and click the save button 118 Page Delete Heating System To edit a heating system the user will need to 2 Highlight the heating system that needs to be removed and click on the delete button Heating Systems General Info Building Type Multi Family Client Complex Green Tree Apartments Multiple Clients Physical Address 1846 Red Terrace Portland ME 04104 Figure 5 31 ECOS will prompt the user to confirm the deletion 3 To Delete click OK 4 Click cancel if Delete was clicked in error 119 Page The water heater screen contains details related to a household s water heater based on fuel type priority and also its pre post related efficiency details To add a water heater for the household Hot Water Systems General Info Building Type Multi Family Client Multiple Clients Complex Green Tree Apartments Physical Address 1846 Red Terrace Portland ME 04104 Water Heaters Edit Delete Fuel Type Priority Activation Figure 5 32 Add 5 Click the button 6 Select the fuel type and priority from the drop downs 7 Correct the activation date to reflect the date that the heating system was initially installed NOTE The deactivation date is captured for heating systems no longer in use Hot Water System Detail Water Heater Details
103. ther Replacement Cost should be entered on a per bulb basis Figure 4 99 6 Click the button to finish NOTE To delete a lighting detail Delete i Click on the Delete button associated to the appropriate row in the grid 93 Page Message from webpage Figure 4 100 ii Click on the Refrigeration Cancel button to confirm delete The refrigeration screen allows you to enter existing refrigerators to be replaced To add a refrigerator 1 Click the button Refrigeration General Info Building Type Single Family Owner Complex Physical Address Refrigeration Appliance Type There are currently no refrigerators for this building unit 2 For both existing and replacement appliances Eric Saturn 3024 Washington Road Bunkers Harbor ME 04613 Add Action Figure 4 101 a Type in Appliance type brand year manufactures and model number b Select Hinge side defrost type style and similar needed information 94 Page Replacement Appliance General Appliance Brand Year Mig Model Number Hinge Side Defrost Type Style Energy Guide kWh year Derived From Figure 4 102 c Enter in the outside dimensions in inches volume in cubic feet and the replacement cost Outside Dimentions inches Height Width Depth Inside Dimentions cubic feet Volume Replacement Cost Figure 4 103 3 Click the button to finish NOTE To delete an AR
104. thout light Fan furnace distribution Fan whole house or attic Fan window Figure 5 64 6 Click the button to finish NOTE To delete an appliance Delete iii Click on the _Delete button associated to the appropriate row in the grid Figure 5 65 iv Click on the button to confirm delete 138 Page Combustion Appliances To add a fuel using appliance 6 Click the button Figure 5 66 7 Type in the location of the combustion appliance and select the fuel type in the drop down list Non Heating Combustion Appliance Detail Fuel Type ton Figure 5 67 8 If available enter in the measurements collected during the audit Measurements Pre Wx Post Wx Over Fire Draft Over Fire Breech Smoke O or CO CO lt 55ppm CA Depress Stack Temperature Oo OO 55 Eff Out Comb Air Chimney Cond Spillage A F Figure 5 68 Note The post wx data is entered after the inspection has taken place 9 If applicable enter in any comments relevant for the combustion appliance 139 Page Comments a Figure 5 69 10 Click the button to finish NOTE To delete a combustion appliance iv Click on the appropriate appliance highlighting it in the grid Cancel Figure 5 70 vi Click on the button to confirm delete 140 Page Lighting The Lighting screen allows you to enter existing lighting details for a household Select the unit you wish to add lighting for by cl
105. tion Factor Pre Wx Duct Leakage CFM50 Estimated Post Wx Duct Leakage CFM50 Figure 4 76 To enter in tasks associated to the Duct Leakage this task lists ASHRAE tasks Note You must enter in all of the Duct Leakage information prior to adding a task Add Task Name Task Quantity Action No Tasks Click add button to add Figure 4 77 Click the add button to add a Duct Leakage Task this will bring you to the Duct Leakage Task Detail screen 83 Page Duct Leakage Task Detail General Info Building Type Single Family Owner Morgan Jones Complex Physical Address 1031 Jones Road Denmark ME 04022 Task Quantity Figure 4 78 Select the task from the available dropdown and enter in quantity Once you click the save button you will be directed back to the Duct Leakage main screen Add Task Name Task Quantity Action Ducts M Trunk Flr Reg Trunk 2 00 Edit Figure 4 79 Ventilation The ventilation portion of ECOS is where you will enter in ventilation information necessary for ASHRAE calculations Fill out all devices CFM for each room under Ventilation needed Select ASL or Estimate radio button for infiltration estimate 84 Page Kitchen 100 00 20 Main Bath 50 00 20 Total Deficit 110 00 CFM Deficit 4 27 50 CFM 3 00 Rooms x 7 50 CFM 22 50 CFM 980 00 Sq Ft 100 00 CFM 9 80 CFM Ventilation Needed 59 80 CFM Infiltration Credit Select ASL or Estimate OASL 3000 00 EST 3 000 00 CFMs 18 50 LBL
106. to the above dated Work Order 155 120 0040 Boiler Reset Controls Original Work Order Quantity Sum of Previous Changes This Change Order Add Deduct Revised Quantity Date Approved Instructions Materials BOILER TEMPERATURE RESET CONTROLLER OUTDOOR TEMPERATURE SENSOR AND ALL NECESSARY ACCESSORIES AND PIPING TO COMPLETE THE INSTALLATION OF THE CONTRO Figure 6 28 160 Page Reconciliation This process begins once the CAA has received the invoice for the completed tasks 1 Select Reconciliation from left side menu this process begins once all tasks have been finalized 2 Enter in the actual completed tasks by checking off the reconciled checkbox System Determined Tasks Building Segment Task WxTechnician Current Quantity Current Cost Invoiced Quantity Invoiced Cost Reconciled Cfl Bulbs 19 Watts And Higher Other Advanced Energy Conservation Systems 16 00 EA 160 00 16 00 EA 160 00 W a gt Insul Cellulose Open 12 R 38 Attic Ceiling Attic F Advanced Energy Conservation System 950 00 SF 1 425 00 0 00 SF 0 00 Insul Cellulose Wall Wall NETA Advanced Energy Conservation Systems 267 37 SF 601 58 267 37 SF 601 58 Y 3 Insul Cellulose Wall Wall SETA Advanced Energy Conservation Systems 133 91 SF 301 30 133 91 SF 301 30 Y Insul Cellulose Wall Wall SW1A Advanced Energy Conservation Systems 267 44 SF 601 74 267 44 SF 601 74 9 Insul Cellulose Wall Wall NW1A Advanced Energy Conservation Systems 1
107. tton associated to that unit Note ECOS will have already selected the first unit associated to the building Fill out all devices CFM for each room under Ventilation needed Select ASL or Estimate radio button for infiltration estimate Note remember that this process must be completed for EACH unit that is included in the audited building After you have finished one unit click the _ Select button for the next unit in the grid 134 Page 2 Jupiter Julia 2 Ventilation Needed Kitchen 100 00 20 Bathroom 50 00 20 Total Deficit CFM Deficit 4 CFM 2 00 People x 7 50 CFM 15 00 CFM 2 000 00 SqFt 100 00 CFM 20 00 CFM Ventilation Needed CFM Infiltration Credit Select ASL or Estimate 1800 00 ASL 2000 00 EST 0 00 CFMso 18 50 LBL Factor 0 00 CFM 2 000 00 SqFt x 0 02 CFM 40 00 CFM 40 00 CFM Infiltration Credit 20 00 CFM Continuous Ventilation Required CFM button once you have entered in necessary information Add any necessary ventilation tasks by clicking the button There are currently no ventilation tasks Figure 5 59 Figure 5 60 135 Page Select the location and necessary task from the available dropdowns and click the button associated to the row Add Tasks II Figure 5 61 Complete for each unit Click Save 136 Page Appliances The Building Appliances screen allows you to enter electrical and combustion appliances for a household
108. unded by Funding sources with a minimum SIR that they do not meet General Info Client Name Smith Charles Job Address 50 Elm St Skowhegan ME 04976 Tasks Change All Funding Sources To Y Task Category Total Cost Funding Source Unfunded Amount SIR Insul Fglas Blown Mh Walls Conduction 655 20 DOE 0 00 9 7919 Figure 6 45 NOTE If the user has stated that two funding sources cannot be used within the same job under the program admin gt funding sources screen i e DOE and ARRA then ECOS will not allow the user to save and display a message stating There are tasks that are using conflicting funding sources Please change the funding sources before saving Assign Task Funding e There are tasks that are using conflicting funding sources Please change the funding sources before saving General Info Client Name Purple Bob Job Address 6338 Mercury Street Windsor ME 04363 Tasks Change All Funding Sources To v Task Category Total Cost Funding Source Unfunded Amount SIR Insul Cellulose Open 10 R 3C Conduction 1 050 00 ARRA 0 00 1 0239 Insul Cellulose Open 12 R 3 Conduction 405 00 DOE 0 00 10 1049 Insul Cellulose Open 12 R 3 Conduction 40 50 DOE 0 00 10 2762 Insul Cellulose Wall j 179 80 DOE 0 00 2 3147 Insul Cellulose Wall j 29 00 DOE 0 00 2 3917 Insul Cellulose Wall j 58 00 DOE 0 00 2 3918 Insul Cellulose Wall j 92 80 DOE 0 00 2 2423 Insul Cellulose Wall j 55 10 DOE 0 00 2
109. unding source Agencies The Agencies area is where a user can add edit and delete the agencies associated to various aspects of the system Agency Maintenance Agency Abbreviation Agency Name ACAP Aroostook County Action Agency Ti CCAP Coastal Community Action Agency CED Coastal Economic Development Corporation CCI Community Concepts Inc KWCAP Kennebec Valley Community Action Agency MH Maine Housing PCAP Penguis Community Action Agency Ta PROP People s Regional Opportunity Agency WCAP Waldo County Committee For Social Action Figure 3 37 In order to add an office 1 Click the Add button 2 This will bring the user to the Agency Detail screen 34 Page Agency Detail Organization Name Is 1099 Vendor TIN Description Phone E Mail Address Address Type Address Line 1 Address Line 2 Address Line 3 Municipality Agency Code Agency Abbreviation Figure 3 38 3 The Agency Detail screen acts much like the Create New User and Add Energy Auditor sections previously covered in this document Edit In order to edit an agency 1 Double click on the desired agency 2 This will bring the user to the Agency Detail screen for the selected agency Agency Detail Organization Name Aroostook County Action Program Is 1099 Vendor TIN Description _Phone E Mail Address Address Type Address Line 1 Address Line 2 Address Line 3 Municipality
110. we will be utilizing Combustion Testing and Evaluation Pre Wx Post Wx Designed Heat Load MBTU hr N A N A Select Improvement Combustion Testing And Evaluation v Heating System Detail Cost Heating Technician v Nozzle Size Heating System Priority v Activation Deactivation Measurements Test Date Over Fire Draft Stack Temperature Over Fire Breech Steady State Efficiency Smoke SSE Source wai O or CO CO lt 50ppm E Comments P Figure 5 40 8 The following fields are required in order to be able to save the data on the screen a Cost b Heating Technician c Heating System Priority d Activation date e Steady State Efficiency 124 Page Upon entering all of the required data the user can then click the save button if entered data in error the user can also click cancel and they will be redirected back to the heating system improvement screen Note if the user clicks cancel a screen prompt will appear asking for confirmation prior to leaving the heating system improvements detail screen IF there had been data entered If no data was entered into the screen than ECOS will direct the user back to the heating system improvements screen Windows Internet Explorer Are you sure you want to leave this page Message from webpage You have unsaved changes Leave this page Stay on this page Figure 5 41 Edit Heating Impr
111. ype in the energy vendor s name and the annual fuel consumption 5 Select the fuel units from the drop down box 6 Ifknown add the energy delivery detail to the grid below 87 Page Energy Delivery Detail Delete Date Units Save Cancel Figure 4 85 NOTE The energy delivery detail is added by i Clicking the button ii Double clicking into the date field and entering the date iii Hitting the tab button on your keyboard iv Entering the units v Repeat steps i iv as needed 7 Click the button to finish NOTE To delete an energy use profile or consumption history detail i Click on the appropriate detail highlighting it in the grid Figure 4 86 iii Click on the 32 button to confirm delete 88 Page Appliances The Building Appliances screen allows you to enter electrical and combustion appliances for a household To enter in an electrical appliance Appliances General Info Building Type Single Family Owner Eric Saturn Complex Physical Address meri ngton Road Bunkers Harbor ME Electric Appliances Add Appliance Type Room Total Connected Wattage Monthly Usage in Hours Action Figure 4 87 1 Click the button 2 Select the appliance type from the drop down list and enter the room total connected wattage and monthly usage in hours Electric Appliance Detail Appliance Type Do el Room Total Connected Wattage Monthly Usage in Hours Figure 4 88

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