5.3003.7 Occupant Education | Standard Work Specifications for Home Energy Upgrades

Title	Specification(s)	Objective(s)
5.3003.7a Basic operation	Basic operation of the equipment will be explained to the occupant (e.g., design conditions, efficiency measures, differences from previous system or situation)	Ensure occupant has a reasonable expectation of the equipment's capability
5.3003.7b System controls (e.g., thermostat, humidistat)	Proper operation and programming of system controls to achieve temperature and humidity control will be explained to the occupant	Ensure occupant can operate system controls
5.3003.7c System disconnects	Indoor and outdoor electrical disconnects and fuel shut-offs will be demonstrated to occupant	Ensure occupant can shut off equipment in emergencies
5.3003.7d Combustion air inlets	Location of combustion air inlets will be identified for occupant in accordance with NFPA NFPA National Fire Protection Association, www.nfpa.org 31, 54, and 58 Importance of not blocking inlets will be explained to occupant	Ensure occupant does not block combustion air inlets
5.3003.7e Blocking air flow	Importance of cleaning dust and debris from return grilles will be explained to occupant Proper placement of interior furnishings with respect to registers will be explained to occupant Negative consequences of closing registers will be explained to occupant Importance of leaving interior doors open as much as possible will be explained to occupant	Ensure occupant does not prevent equipment from operating as designed
5.3003.7f Routine maintenance	Proper filter selection and how to change the filter will be explained to occupant Importance of keeping outside unit clear of debris, vegetation, decks, and other blockage will be explained to occupant Importance and timing of routine professional maintenance will be explained to occupant There will be no air bypass around the filters and new central forced air HVAC HVAC Heating, ventilation, and air conditioning systems will have minimum MERV MERV Minimum efficiency reporting value 6 filtration	Ensure equipment operates as designed
5.3003.7g Calling heating, ventilation, and air conditioning ( HVAC HVAC Heating, ventilation, and air conditioning ) contractor	Situations when the occupant should contact the HVAC HVAC Heating, ventilation, and air conditioning contractor will be explained, including: Fuel odors Water draining from secondary drainline Emergency heat indicator always on for a heat pump system System blowing cold air during heating season and vice versa Icing of the evaporator coil during cooling mode Outside unit never defrosts Unusual noises Unusual odors	Notify occupant to contact installer when system is not operating as designed
5.3003.7h Carbon monoxide ( CO CO Carbon monoxide )	A carbon monoxide ( CO CO Carbon monoxide ) alarm will be installed	Occupant will be made aware of operation of CO CO Carbon monoxide alarm
5.3003.7i Warranty and service	Occupant will be provided with relevant manuals and warranties The labor warranty will be explained and the occupant will be given a phone number to call for warranty service	Provide manuals and warranties for future servicing

Title	Specification(s)	Objective(s)
5.3003.7a Basic operation	Basic operation of the equipment will be explained to the occupant (e.g., design conditions, efficiency measures, differences from previous system or situation)	Ensure occupant has a reasonable expectation of the equipment's capability
5.3003.7b System controls (e.g., thermostat, humidistat)	Proper operation and programming of system controls to achieve temperature and humidity control will be explained to the occupant	Ensure occupant can operate system controls
5.3003.7c System disconnects	Indoor and outdoor electrical disconnects and fuel shut-offs will be demonstrated to occupant	Ensure occupant can shut off equipment in emergencies
5.3003.7d Combustion air inlets	Location of combustion air inlets will be identified for occupant in accordance with NFPA NFPA National Fire Protection Association, www.nfpa.org 31, 54, and 58 Importance of not blocking inlets will be explained to occupant	Ensure occupant does not block combustion air inlets
5.3003.7e Blocking air flow	Importance of cleaning dust and debris from return grilles will be explained to occupant Proper placement of interior furnishings with respect to registers will be explained to occupant Negative consequences of closing registers will be explained to occupant Importance of leaving interior doors open as much as possible will be explained to occupant	Ensure occupant does not prevent equipment from operating as designed
5.3003.7f Routine maintenance	Proper filter selection and how to change the filter will be explained to occupant Importance of keeping outside unit clear of debris, vegetation, decks, and other blockage will be explained to occupant Importance and timing of routine professional maintenance will be explained to occupant	Ensure equipment operates as designed
5.3003.7g Calling heating, ventilation, and air conditioning ( HVAC HVAC Heating, ventilation, and air conditioning ) contractor	Situations when the occupant should contact the HVAC HVAC Heating, ventilation, and air conditioning contractor will be explained, including: Fuel odors Water draining from secondary drain line Emergency heat indicator always on for a heat pump system System blowing cold air during heating season and vice versa Icing of the evaporator coil during cooling mode Outside unit never defrosts Unusual noises Unusual odors	Notify occupant to contact installer when system is not operating as designed
5.3003.7h Carbon monoxide ( CO CO Carbon monoxide )	A carbon monoxide ( CO CO Carbon monoxide ) alarm will be installed	Occupant will be made aware of operation of CO CO Carbon monoxide alarm
5.3003.7i Warranty and service	Occupant will be provided with relevant manuals and warranties The labor warranty will be explained and the occupant will be given a phone number to call for warranty service	Provide manuals and warranties for future servicing