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CBPCA Contractors: Detailed Course Descriptions
 

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DETAILED COURSE DESCRIPTONS

Home Performance with ENERGY STAR (formerly GHEU)
This 9-day intensive home performance training series, composed of Levels 1, 2, and 3, teaches whole-house energy efficiency and building performance testing, evaluation, and contracting with homeowners for upgrading existing homes to improve comfort, safety, health, durability and energy efficiency. This program was developed to meet the increasing demand among homeowners for comprehensive energy efficiency solutions and better quality, energy-focused remodeling, a market that is expected to grow for many years to come.

This training series is designed for remodellers, HVAC contractors, solar contractors, insulation contractors, or anybody with a serious interest in developing a business in whole-house energy efficiency retrofitting or remodeling. Those who complete the series will be eligible to test for Building Performance Institute (BPI) certification.

LEVEL 1 (go to training schedule)

Day 1: Classroom

  • Introduction to Home Performance
  • Home Performance Case Studies
  • Pre-Home Analysis Tasks
  • Utility Bill Dis-aggregation
  • Occupant Interview
  • Home Site Inspection
  • Environmental Considerations
  • Water Management
  • Technical Math
Day 2: Classroom
  • Envelope Tightness
  • Air Infiltration Driving Forces
  • Blower Door Tests
  • Building Pressure Diagnostics
  • Building Ventilation
  • Ventilation Strategy
  • IAQ
  • Water Vapor Transmission and Control
  • Building Insulation
  • Insulation Performance
  • Air Barriers
  • Measuring Thermal Performance of Assemblies
  • Insulation and Air Barrier Alignment
Day 3: Classroom
  • Calculating Heat Loss
  • Attic Ventilation
  • Crawlspace Ventilation
  • Infrared Thermography
  • Door Thermal Performance
  • Window Thermal Performance
  • Heating Systems
  • Calculating Delivered Costs or Various Energy Sources
  • CBPCA Temperature Stratification Test
  • Delivering Comfort
  • Air Conditioner Performance Factors
  • Duct Leakage Testing and Sealing
  • Ducts: Repair or Replace
LEVEL 2 (go to training schedule)

Days 4 & 5: Field Days
  • Lighting Efficiency
  • Appliance Efficiency
  • Water Heater Improvements
  • Worst-Case Combustion Tests: BPI Approach
  • Perform complete field testing of actual home
  • Perform more in-depth testing of the field house based on the results of the previous days testing.
Day 6: Classroom
Analyze Data from the Field House:
  • Analyze Utility Bill Data
  • Consider/List all Appropriate Improvements
  • Evaluate Each Potential Improvement
  • Select the Improvements That Will Best Meet the Customers Needs
  • Develop Report; Test Findings, Proposed Scope-of-Work, Estimate Costs
  • Discuss Customer Presentation and Sales Techniques
LEVEL 3 (go to training schedule)

Day 7: Classroom
Shell Measure Day and BPI Shell Test Material Review:
  • Outline the shell measures recommended for the field house in much more detail.
  • Discuss in detail the installation procedures for these and other typical shell measures.
  • Discuss BPI Shell Specialist Material
Day 8: Classroom
HVAC Measures and BPI Heating Test Material Review:
  • Outline the HVAC measures recommended for the field house in much more detail.
  • Discuss in detail the installation details for these and other typical measures.
  • Discuss the BPI Heating Specialist Material

Day 9: Classroom
Certified Building Analyst Review and Testing

* BPI Info for Students
* Test In Test Out Requirements for BPI Contractors
* BPI Building Analyst Standards
* BPI Shell Standards
* BPI Heating Standards
* BPI AC & Heat Pump Standards

Building Performance Institute (BPI) Certification in California

BPI Certification – Raising the bar in Home Performance contracting
BPI is the home performance contracting industry's credentialing organization and is well recognized, credible, and rigorous.  The greatest benefit is to be part of a national initiative to bring about systematic improvement to the performance of our nation’s 110 million existing homes.   Whole-house performance, energy efficiency and combustion safety are central to BPI certification testing.  Your BPI certification demonstrates your knowledge and competence in these areas.
 
BPI Certification Specialties
Become BPI certified in one or all of these specialty areas:  Building Analyst Professional, Envelope Professional, Heating Professional, and Air Conditioning/Heat Pump Professional.  
 
Preparatory Courses
No courses are required to test for BPI certification.  However, we encourage all students to prepare for written testing by completing the Home Performance with ENERGY STAR (formerly GHEU) series including Level 1, 2, and 3 courses (the earlier five-day or six-day versions are substitutes for Level 1 and 2). Approximately 85% of students who complete these courses will pass their written exams on first attempt.   All four BPI specialty written tests are offered on the 3rd day of the Home Performance with ENERGY STAR Level 3 - BPI certification training course.   Students who take the Level 3 course are not required to pursue BPI certification.
 
Costs of BPI Certification
Each BPI certification requires both written and field testing. As an affiliate of BPI, CBPCA offers BPI written tests for $150 and field tests for $415 ($125 test fee plus $290 for the proctor). If, for example, a student wishes to be certified as a BPI Building Analyst, the cost is $565 in total fees.  Written test proctoring is included in the Home Performance with ENERGY STAR Level 3 class. If the field proctor needs to travel a long distance to proctor a student, the cost is higher.

Cost for each BPI certification:
Written proctoring Included in HPwES Level 3 class
(see training schedule)
Written test fee $150
Field proctoring $290 (in most cases)
Field test fee  $125
Total    $565 (not including cost of Level 3 class or field trainings)

Field Exams
To prepare for BPI field testing, students generally need at least five days experience testing homes. This experience can be gained by completing the following CBPCA field trainings: Home Performance with ENERGY STAR – Level 2 (formerly GHEU), Basic Home Performance Assessments (3 days), and Advance Home Performance Assessments (3 days).  Students can substitute the two Home Performance Assessment classes for an equivalent number of days in small group field training or field mentoring, either scheduled or private.  
 
All of these training opportunities can be seen on the CBPCA training schedule here: http://www.cbpca.org/contractors/maintraining.html.  Before taking any BPI field test (aka proctoring), please review the BPI field guide for that test, all four of which are on the above CBPCA website.
 
NATE Certification exemption
Students who are already North American Technical Excellence (NATE; http://www.natex.org/) service tech certified in Air Conditioning and Heat Pump will not have to take the Air Conditioning/Heat Pump BPI written exam, but will still need field testing to be BPI certified in this specialty.  Proof of the NATE designation is required by BPI. 
 
Continuing Education Requirements
BPI requires the following continuing education every three years to maintain certification.

Hours of technical training: 
BPI testing required:
If 30+ hours of documented technical training in 3 years field proctoring only
If 10-29 hours of technical training:  50 question written test + field proctoring
If less than 10 hours of technical training:  100 question + field proctoring

Most building science related coursework qualifies as technical training.  
 
For more information about BPI, visit their website here:  http://www.bpi.org/index.htm
For questions about BPI testing in California, call Harry Ford at 510-444-8707, ext. 206
(see training schedule)

Basic Home Performance Assessment

Workshop Overview:
This three day class will give students who have already been introduced to Home Performance Assessment (HPA) the opportunity to gain more hands on experience with the tools and procedures involved in assessing a typical California home. The procedures taught will be in line with Building Performance Institute (BPI) standards and the Home Performance with ENERGY STAR (formerly GHEU) Level 2 (HPwES 2) class.

Prerequisites:
Students participating in this workshop should have completed HPwES (formerly GHEU) 1&2 or an equivalent. Students should be familiar with the tools involved in HPA prior to attendance. Students that have not come through the HPwES or GHEU classes but have practical experience with HPA tools and procedures should be allowed to attend.

Objectives:
Students will gain competence in operation of HPA testing equipment. Test protocols covered in the workshop will include:

  1. Combustion Safety Testing
    • Combustion Ventilation Area
    • Draft testing
    • Carbon Monoxide testing
    • Discussion BPI action standards

  2. Air infiltration Testing
    • Blower door test
    • Discussion of Building Airflow Standard

  3. Ventilation Testing
    • Exhaust flow meter
    • Discussion ventilation strategies

  4. Duct System
    • Visual Inspection
    • Discussion duct installation issues and design

  5. Duct Testing
    • Duct Blaster test
    • Duct leakage to indoors and outdoors
    • Discussion reporting techniques and equipment airflow standards

  6. HVAC Equipment Testing
    • Static pressure in cooling
    • Temperature rise in heating
    • Discussion relationship pressure, temperature and air flow

  7. HVAC Airflow Testing
    • Flow Hood – room air flows
    • Duct blaster – system air flow
    • Discussion air flow standards for heating and cooling

  8. Insulation Assessment
    • Visual inspection
    • Infrared Review
    • Discussion insulation fitness and BPI ratings

  9. Domestic Water Heating (DWH)
    • Visual inspection equipment and pipes
    • Time hot water to use point
    • Discussion DWH efficiency options

  10. Basic Base Load Survey
    • Installed lighting survey
    • Electrical equipment and appliance survey
    • Discussion switching options, timers and other strategies

  11. Reporting and Recommendations
    • Discuss recommendations for home
    • Discuss work scope options
    • Discuss reporting techniques

Note: Depending on classes confidence level with test procedures as well as class size and instructor student ratio it is possible that some topics may not be covered.

Schedule:
Day one - practice equipment use and test procedures, house 1
Day two - practice equipment use and test procedures, house 1
Day three – Perform complete assessment on house 2
(see training schedule)
 

Advanced Home Performance Assessment

Workshop Overview:
This three day class will give students who have already developed basic skills in Home Performance Assessment (HPA) the opportunity to gain more hands on experience evaluating a home. The students will test a home with the instructor as a resource and coach. In this class the students will be expected to attempt to lead the process. The procedures taught will be in line with Building Performance Institute (BPI) standards and the Home Performance with ENERGY STAR class.

Prerequisites:
Students participating in this workshop should have completed HPwES 1&2 (formerly GHEU) or an equivalent and have basic field experience. Students should be able to operate the tools involved in HPA prior to attendance. Students that have not come through the HPwES or GHEU classes but have practical experience with HPA tools and procedures should be allowed to attend.

Objectives:
Students will gain competence in the assessment of existing homes. Test protocols covered in the workshop will include:

  1. Combustion Safety Testing
    • Combustion Ventilation Area
    • Draft testing
    • Carbon Monoxide testing
    • Students present options based on BPI standards
    • Discussion of customer recommendations and retrofit strategies

  2. Air infiltration Testing
    • Blower door test
    • Students calculate and report Building Airflow Standard

  3. Ventilation Testing
    • Exhaust flow meter
    • Students evaluate effectiveness and appropriateness of existing ventilation strategy
    • Discussion ventilation strategies

  4. Duct System
    • Visual Inspection
    • Students identify issues with existing system in terms of instillation and design
    • Discussion retrofit options

  5. Duct Testing
    • Duct Blaster test
    • Duct leakage to indoors and outdoors
    • Students report % duct leakage and explain equipment airflow standards
    • Discussion retrofit options

  6. HVAC Equipment Testing
    • Static pressure in cooling
    • Temperature rise in heating
    • Students present findings and related equipment function issues
    • Discussion retrofit options

  7. HVAC Airflow Testing
    • Flow Hood – room air flows
    • Duct blaster – system air flow
    • Students describe air flow standards for heating and cooling
    • Discussion of sizing and retrofit options
  8. Insulation Assessment
    • Visual inspection
    • Infrared Review
    • Students evaluate insulation fitness and BPI ratings
    • Discussion of retrofit options and techniques

  9. Domestic Water Heating
    • Visual inspection equipment and pipes
    • Time hot water to use point
    • Flows gallons per minute at fixtures
    • Students present efficiency options
    • Discussion water recirculation options and other retrofit possibilities

  10. Basic Base Load Survey
    • Installed lighting survey
    • Electrical equipment and appliance survey
    • Students propose options for base load efficiency
    • Discussion switching options, timers, and other strategies

  11. Summary and Recommendations
    • Students present ideas for additional assessments they think are necessary
    • Students outline recommendations they would like to present to customers
    • Students develop reports based on existing templates and their own models
    • Students present report to customers of their findings and recommendations

Note: Depending on classes confidence level with test procedures as well as class size and instructor student ratio it is possible that some topics may not be covered.

Schedule: Day one – Begin HPA
Day two – Conclude HPA
Day three – Develop reports and present to homeowner
(see training schedule)