April 28, 2007
Contents
1. Installation Procedure First run Setup on the PC that the auditor uses E Installation Specifications Weatherization Assistant can be accessed or run by this user from How will you transfer data to the tracking system computer gt this computer is networked to the tracking system computer O Iwill use a USB drive or ZIP disk or other method to transfer data Figure 2 1 NEATShell Installation screen One or both of the checkboxes can be selected depending upon whether or not the tracking system can be accessed directly from the auditors s PC on a LAN ot if both the tracking system and audit are installed on the same computer INSTALLATION AND SETUP If the second checkbox is selected then one of the selections for data transfer must be selected If USB or ZIP disk is selected the user must create a folder on that drive and select it in the lower text box E Installation Specifications yi i e My Computer My Network Places B SUM sinList EE MainList ic Unused Desktop Shortcuts Figure 2 2 Setup for USB drive INSTALLATION AND SETUP Now select Next The user will be advised that paths to the tracking system and or the audit must be selected in the next form the Setup Preferences Form Setup Preferences Information Systems Specifications O Specity Client Tracking System Specily Audit2. zp 55555 3 Structure Information CFM 50 aie CO Hse Type H v Heat Sre P v DWH Srel P vi House Garage Leakage Htg Sys WtrHtr Stove Other Pie Occ T BTL Pre Wx 7 080 39 17 SqFt Tae NPN EE one Post W x 3 500 sem Recommended Measures S SEQ Workltem FC MEA Area Oty Units Materials Labor Total Unit Mat ls Unit Labor UnitT otal gt Location Notes Workitem Notas 3 Run Audit Flie Finished e Help e gi Browse e Browse i Now that the house information is completed it is ttme to begin entering information on health and safety measutes infiltration reduction measures and repair measures None of these items are specifically recommended by the audit so they must be entered by the auditor NEATShell makes this very easy to do and it is better to enter these now before running the audit because NEATShell will total the costs of measures in each of these categories and enter the totals into Weatherization Assistant Click on the sign in the lower right see Figure 3 9 This pops up an Add Item search box Type the name of the Workitem not the measure code which in this case is the SEQ number When the item has been identified click OR 15 RUNNING NEATSHELL EN far Workltem Jum gt ow xX EMO Lockset keyed BY20 Lockset passage DSO Lumber 1810 FOBO Lumber tuto 7010 Lumber 182 all lumber per ft 020 Lumber 1x4 Figure 3 10 Add Item screen L Ea mi Mi Rm mT Ar i
3. 69 64 91 rege a pm a i Retrofit Measures NOT Considered walli t 4 el a ia Electric vert damper Heam and Safety items 0 158 00 T Eiectriovert damper 1D except mig Sys Repl Evaporatve cooler Floor insulatbn R11 Foor Ineulatbn R30 Materials Hign eff tumace aD Index Material Type Low E wncows 1 Celing n ulation Celuis Bum R38 Retagerstor replacement 2 WallinsuBtion Btwn Cetuiose Repiace AC 3 Foundation ins 4 Replacement Fumas 30 katu Existng eee 20 kBtu Postret Storm windows sized Sun screen fabric Sun screen louvered Pre Post Retrofit Energy and Loads Trermalvent camper Tuneup AC Pre Retrofit Post Retrofit Window fim Heating Cooling Heating Cooling Window replacement Window sealing Annual ibad MSW YT 749 00 153 00 Annual Energy MBtu yr 93 9 ao 181 00 Window snading Job sy WX Client omer Simpson Date 1252006 Job ayx Client omer Simpson Page ja 1 JH ES ss o amp eQTeew et S a Tt Ml Figure 3 19 NEAT results Now click close and exit Weatherization Assistant as usual 24 RUNNING NEATSHELL At this point you are returned to the Material Specifications of NEATShell Notice that the Run Audit button now says Get Results Click it Client Information Job Location Energy Assistance ID 88 021 48 Name Homer Simpson S w Weatherization ID Test Address 742 Evergreen Terrace Phone 888 599 6528 a City Springfield Structure Information
4. Energy Assistance ID phone number or address These must be edited in the tracking system 10 RUNNING NEATSHELL The lower part of the screen shows recommended measutes and is linked to the recommended measutes of the tracking system The measures can be entered by the auditor and are automatically entered when the audit is run At the very bottom are four buttons labeled Run Audit View Report Finished and Help NEATShell saves a temporary backup file whenever any of these are pushed Also on the same line are arrow buttons a sign a sign These are discussed in the next section Materials Specification File Client Information Job Location Energy Assistance ID AnyLHPid Weatherization ID Any Wid Phone 898 555 6528 Structure Information Hse Type H Stories 2 SqFt 1 450 5s Occ Volume Recommended Measures SEQ Workltem 2410 Attic insulation per lb 100 F 2810 Sidewall insulation per Ib 100 F 5210 Bandjoist insulation 6 x16 100 F 5335 Crawlspace insulation wet spray F 6020 Weatherstrip with a carrier 7060 Lumber 1x12 8680 Carbon monoxide detector 9120 Furnace replacement 92 Ss A A A A o o o A F F F F Location Aj t RE Attic Ins R 38 800 sq ft Notes Heat Sre P v pwWHScP y 15 000 Zone FC MEA Area FRH Mame Homer Simpson Q Address 742 Evergreen Terrace 3 City Springfield CFM 50 j Attic House Garage Leakage
5. O Wet Spray Cellulose R 11 Wet Spray Cellulose R 19 Wet Spray Cellulose R 30 Blown Cellulose fassumes R 28 Root rafters Blown cellulase per LB labor costs based on an added depth of up to Bin Blown cellulose per SF labor costs based on an added depth of up to Ein Blown cellulose FACIA labor costs based on an added depth of up to Bin Engevral Blown cellulose 3 1 2 in note NEAT will show this as FG Batt Fiberglass batt 16 in center 31 2 in Fiberglass batt 24 in centers 3 1 2 in Furnace Replacement Blown Fiberglass assumes R 28 Floor Insulation Floor joist insulation per pound Floor joist insulation per square foot O 80 Efficiency Furnace 92 Efficiency Furnace Boiler Electric Resistance Figure 3 13 Measure Selection Options The user is presented with a Measure Selection Options screen The purpose of this screen is to tailor the measure costs to the audit The audit uses only a single value of cost for a measure but costs can vary depending on the amount of the measure installed For example labor costs increase very little with added insulation depth but the material cost increases in proportion to the depth This screen allows the auditor to fine tune the costs of the installed measures to provide better estimates of the costs for the measures installed in this dwelling If changes are made the user can click the Save Selections butto
6. navigate through the measures using the four arrow buttons in the lower right corner As we have already seen the sign is used for adding a measure the for deleting the current measure Materials Specification Gide File 5 Client Information Job Location Energy Assistance ID 88 02143 Name Homer Simpson Weatherization ID Test Address 42 Evergreen Terrace Phone 888 555 6528 3 City Springfield z p 55555 Structure PODE E CFM 50 aie CO Hse Type H y Heat Sre P v DWH Srel P v House Garage Leakage Htg Sys WtrHt Stove Other Stores 2 Occ T BTL Pre Wx 7 080 39 17 SqFt 1 018 Volume 15 000 Zone PostWk 3 500 Recommended Measures S SEQ Workltem FC MEA Area Qty Units Materials Labor Total Unit Mat ls Unit Labor UnitT otal A TA 2310 Attic insulation per lb 100 Fy El 288 374 Lb 83 402 63 58 146 982 0 223 0 17 0 393 A 2410 Attic insulation per Ib 100 NEE 166 265 Lb 59 095 45 05 104 145 0 223 0 17 0 393 2510 Floored attic insulation per lb 10C F SI 300 85 Lb 18 955 24 65 43 605 0 223 0 29 0 513 2710 Ceiling slants insulation Attic per ll F SI 228 259 Lb 57 757 54 39 112 147 0 223 0 21 0 433 l 2810 Sidewall insulation per lb 100 F Wi 1056 1056 Lb 235 488 306 24 541 728 0 223 0 29 0 513 O 3040 Box around scuttle opening 1 x12 Fl 1 14 7 88 21 88 14 7 88 21 88 IO 3050 Attic access w s FIA 1 9 5 5 25 14 75 9 5 5 25 14 75 O 3080 Attic access insulation 6x
7. s Single Family Owelling Housing Type H Audit Executable E Version Parameter File Eh Wi eather Mobile Home Housing Type Fl Multi Family Dwelling Housing Types 4 0 7 F 0 Agency Information budte Ld Agency Name Figure 2 3 Setup Preferences screen Next if the tracking system is accessible from this PC then click on the folder icon on the first line and navigate to the tracking system executable e g WAMS mdb If the audit is installed on this PC then continue with the following three steps 1 tell NEATShell where to find it Here again click on the folder icon at the line beginning Audit Executable Navigate to the audit NEATShell assumes the default directory for Weatherization Assistant NEATShell currently supports a single audit but is capable of supporting up to three separate audits INSTALLATION AND SETUP 2 Select the Version of NEAT the parameter file and your weather zone 3 Enter the auditor name and agency name i Setup Preferences Information Systems Specifications Specity Client Tracking System C SWAMS_SampleSwAMS mdb Specify Audit s Single Farnly Dwelling Housing Type H Version N EAT Parameter File Standard Weather DESM O Wis Mobile Home Housing Type M Avice Raerubkebte C Program Files Wfeatherzation Assistant 4a mde i Multi Family Dwelling Housing Types ATE Agency Information Auditor Name Agency Name Any CAS Figure 2 4 Editing
8. the Setup Preferences screen Next you will need to specify whether the audit will be used to specify baseload measures If these are checked then these measures must be set to be considered by the audit Conversely if these are unchecked essentially meaning that the user enters these along with repair and health safety measures then the audit must be set so that it does not consider the measures Finally Click Update Click Exit NEATShell is now installed on this machine If the tracking system is installed on a PC that is inaccessible from the auditor computer then repeat the process on the tracking system PC INSTALLATION AND SETUP What is changed on my computer A folder called C NEATShell is created on all computers This is used to store information on some of NEATShell s settings If the audit is installed on this computer AND the tracking system can be accessed from this computer either on a network or both the tracking system and audit are installed on the same computer then the NEATShell exe program as well as another settings file are also added here If the audit is installed on this computer and the auditor transfers files via a USB drive then the NEATShell exe program and the additional settings file are installed on a folder on the USB drive usually in a folder called NEATShell The auditor s copy of the client data recommended measures data and the list of available measures are
9. 0 2100 at Pressure Differential Pa 50 Infiltration Reduction Cost 63 90 The minimum recommended CFM at 50pa is 1217 CFM SSS Figure 3 16 Ducts amp Infiltration tab 21 RUNNING NEATSHELL Next press the Itemized Costs tab Here you can see that Health and Safety items have been totaled and added The same has been done for Repair and Other Items In addition Include in SIR box is checked for Repair and Other items Here again all this has been done automatically E Weatherization Assistant Bs ws 8h 5h v7 E da Ele Edit View Insert Format Records Window Help amp NEAT Job lt anyWXid gt Client lt Homer Simpson gt i New Job Run Report gt Navigate ada pos CE Dj ja s Cien Generalinto Walls Unfinished Attics Finished Attic Foundations Air Conditioning Heating Systems atio Base Loads Itemized Costs Utility Bills Description Health and Safety Items except Cost 157 89 Include in SIR Description Repair and Other Items Cost 25 56 Include in SIR 7 Include in SIR Record KIRE 3 gt fora of 3 og desarpton ofitemzed costitem must be ungue for Hs esa r A psp Figure 3 17 Itemized Costs tab 22 RUNNING NEATSHELL Next click the Heating Systems tab You will see that fuel type has been passed to Weatherization Assistant You will need to finish the heating system description on this tab including assigning the measure costs Note that in thi
10. 15 perse F Il 1 0 46 1 96 1 5 0 46 1 96 o Notes dl Attic Ins R 30 288 sq ft Document specific information about this measure here This information will be assigned to this SEQ number if the audit is rerun for this house ee gt Browse dit Figure 3 12 Measure list after a repair health and safety and an infiltration reduction measure are added Notes gt Run Audit _ RY View Report fle Finished For purposes of this tutorial we have added a repair measure an infiltration reduction measure and a health and safety measure Now we are ready to run the audit Click the Run Audit button in the lower left of the screen 17 RUNNING NEATSHELL Measure Selection Options In some cases the audit cannot distinguish between similar measures in the tracking system database For these measures the auditor must provide additional information to restrict the measures to those that best fit the dwelling Attic Insulation Blown insulation where depth restrictions E aaa Si saws atest cat Fiberglass batt 31 2 in per sq tt Blown cellulose labor costs based on an added depth of upto din za A Celotex 1 in per sq tt Blown cellulose labor costs based on an added depth of 4 to Bin Blown cellulose labor costs based on an added depth of 6 to 10 in Blown cellulose labor costs based on an added depth of 10 to 12 in Blueboard 2 in per sq ft
11. CFM 50 Hse Type Si 55555 co Htg Sys WtrHtr Stove Pre Wwx 7 080 Attic Heat se P DWH se P v House Garage Leakage 33 7i Stories 2 Des 5 4 em SqFt 108 Volume 15 00 Zone Poti aso is LT Recommended Measures S SEQ Workltem FC MEA Area Qty Units Materials O 6020 Weatherstrip with a carrier Ey 38 2 42 9 O 7060 Lumber 1x12 F 12 18 bO 8680 Carbon monoxide detector amp 3 150 ee Total Unit Mat ls Unit Labor UnitT otal a 639 2145 105 31 95 25 56 15 063 2 13 157 89 50 263 5263 Location E e Figure lt Screen after closing Weatherization Assistant 25 4 Browse Browse RUNNING NEATSHELL Materials Specification aax File Client Information gt gt Job Location Energy Assistance ID AnyLHPid Name Homer Simpson Weatherization ID Anywxid 4 Address 42 Evergreen Terrace Q Phone 898 555 6528 9 City Springfield zp 55555 Structure Information z CFM 50 pr Hse Type H v Heat Sre P v DWH Sre P y House Garage Leakage Htg Sys WtrHt Stove Other Stories 2 Occ ge BTL Pre Wx 7 080 39 17 SqFt 1 450 Volume 15 000 Zone PostWx 3 500 Ammended Measures S SEG Workltem FC MEM Area Oty Unks Materials Labor Total Unit Matls Unit Labor UnitT otal A 1A 2410 Attic insulation per lb 100 SE 800 1280 Lb 285 44 217 6 503 04 0 223 0 17 0 393 j A 2810 Sidewall insulation per
12. Cancel Enter a quantity in the Qty box and then Enter or Tab The screen would now look like this Job Location Energy Assistance ID 88 021 43 Name Homer Simpson Weatherization ID Test Address 742 Evergreen Terrace a Phone 888 555 6528 S ciy Springfield zp 55555 S Structure Information CFM 50 ERRA Attic CO Hse Type Heat Se P v DWH Se P v House Garage Leakage tg Sys Wir in Stove Other Stories 2 goog SS BTL PreWs 7 080 39 1 Sq F 1 018 1 018 Volume 15 000 Zone cae 3 500 Recommended Measures A SEQ Workltem FCI MEA Area Qty Units Materials PO 7060 Lumber 1x12 F Location Unit Mat ls Unit Labor 25 56 15 063 UnitT otal 2 13 RunAudit amp View Report Eje Finished Figure 3 11 Recommended Measures after adding an item 16 Browse eee BE pr 4 Browse RUNNING NEATSHELL The user can add Workitem Notes for any given measure in the lower section of the Recommended Measures screen the big oval in Figure 3 12 The Workitem Notes also extract the measure name and square footage from the audit placing them in brackets at the beginning of the note The evaluator must add all comments after the bracketed comment from NEAT The Location Notes are taken from the components in the Audit and are not user editable The user can
13. DALHOFF ASSOCIATES LLC NEATShel User s Manual April 28 2007 NEAT Shell Users Manual Dalhoff Associates LLC 533 Marshall Circle Verona Wi 53593 Phone 608 845 6551 ekdalhoff compusetve com Table of Contents Chapter 1 Introduction to NEATShell Chapter 2 Installation and Setup Chapter 3 Running NEATShell Chapter 4 User Notes 1 33 INTRODUCTION TO NEATSHELL CI l Introduction to NEATShell and NEAT Data which are common to both applications are instantiated and passed EATShell mediates data transfer between your existing weatherization tracking system transparently and seamlessly between the two applications NEATShell makes it practical for the auditor who is familiar with the building the recommended weatherization measures and on site measurements such as blower door and CO testing to automate the data entry for audit recommended measures and to permit direct entry for all other field measurements and recommendations These capabilities expedite data entry while simultaneously eliminating duplicate data entry minimizing paper records and record handling and reducing the potential for errors Integration between weatherization audits and the National Energy Audit Tool NEAT e House data are instantiated in NEAT automatically if NEAT has not yet been run for that house These data include Weatherization ID number client name address house type square footage volume heating fuel and blower
14. MS tables This is transparent to the user and causes no problems in WAMS 3 WAMS users should set 1 2 3 for the contactor crew flags the CRO field in WAMS in the MATTempTemplate This way NEATShell knows what to expect and you don t have to re enter these with each new job 4 WAMS has been changed slightly On the screen where non flate rate measures are entered the original cost and changed cost lines are no longer used The costs for non flat rate measures are entered on the line for the total costs 5 NEATShell get its estimated measure costs the ones that are sent to NEAT before an audit is run from four columns in the Mat Temp Template RMAT RLAB OMAT and OLAB RMAT and RLAB correspond to the per unit per pound or per item flat rate costs for materials and labor respectively OMAT and OLAB refer to the same costs for custom non flate rate measures NEATShell assumes that any measure in MatTempTemplate that has an RMAT with a number other than zero or blank is a flat rate measure otherwise it is considered a non flat rate measure So if any given measure is a flat rate measure you must be certain to have the costs set in RMAT any non zero cost and you should have a cost possibly zero for RLAB So if any given measure is a custom non lat rate measure you must be certain to have the costs set in OMAT and OLAB either of which could be a zero value 33 USER NOTES 6 You should enter fina
15. Pre W x Past W x 7 080 3 500 BTL Materials 285 44 Qty Units 1280 Lb 500 Lb 111 5 BI 54 53 Sqft 15 9 FI 600 900 Lb 90 B 2 42 9 12 18 C 3 150 1 Each 1442 5 CI 800 Wl 500 Pun Audit le Finished Q ZIP 55555 co Htg Sys Wr Htr 39 17 Stove G Other Unit Mat ls Unit Labor 0 223 0 17 UnitTotal A 0 393 0 29 0 513 0 29 0 59 0 2 0 3 10 5 31 95 0 63 2 13 2 63 52 63 696 2138 5 iv gt o re Figure 3 3 Materials Specification screen 11 Browse Browse RUNNING NEATSHELL An Example of a Typical Session of Entering Information and Conducting an Audit During normal operation the user would select Browse or Edit Databases from the opening screen First the user must find the client in the database This can be done by clicking any of the magnifying glass icons in the Client Information section If the client has not been assigned a Weatherization ID by the tracking system user then the Energy Assistance ID is usually used to navigate to the correct client Materials Specification Gig File Client Information Job Location Energy Assistance ID AnyLHPid Or Homer Simpson Weatherization ID 7 Address 42 Evergreen Terrace Q Phone 999 555 6528 City Springfield Q zp 55555 Structure Information CFM 50 DE 0 Hse Type H v Heat Sre P vi DWH Sre P v House Garage Leakage Htg Sys WtrHtr Stove Other Stories 2 Occ a5 BTL Pre Wx 7 080 39 17 SqFt 1450 Vol
16. The user will see a number of screens similar to the following Please wait while the databases are synchronized disconnection with the source data could result in data corruption O 445555 EL Figure 3 2 Synchronizing During this time NEATShell attempts to connect with the tracking system If it finds it then it will post any changes to the tracking system and then retrieve a new copy of the client data and recommended measures If the tracking system is not available it simply loads the client data and recommended measures from the data stored on the auditor s computer Following synchronization the user is presented with the main menu screen Figure 3 1 If the user is simply updating the tracking system from a USB drive then the user selects Exit The tracking system is now updated with changes that the auditor made and the USB drive is updated with a new copy of the client data and recommended measutes If the user is planning on running the audit then he she selects Browse or Edit Databases The Materials Specification screen Figure 3 3 is shown This is the main screen used when add a new audit to the database This screen is divided into two parts the top is shows the data that are important to conducting an audit These data are linked to the client data in the tracking system The user can edit Weatherization ID Structure Information CFM50 and CO data The user cannot add clients in this field or edit the
17. alled for by the audit Other all measures that the auditor entered such as H amp S repair infiltration reduction Orme 26 RUNNING NEATSHELL If a measure was recommended by the audit but later was edited by the auditor it is assigned a code of F If the auditor specifies a measure that is normally recommended by the audit then it is assigned a code of T For both the E and T codes the user is prompted to remove or keep these measures before running the audit Keeping the measures would result in duplicate measure zf the audit called for the same measure After this screen appears the user will see one similar to Figure 3 22 NEATShell Figure 3 22 Comparison of NEAT and tracking system costs This message indicates that the Audit costs are 18 more than the tracking system values In some cases the difference is greater and in those instances it is likely that the Furnace Replacement costs used in NEAT do not match those in the tracking system If this occurs be certain that the tracking system default values are correct and be certain to enter the same values into NEAT 27 RUNNING NEATSHELL Next you can generate a list of the measures for this client Press the View Report button and you will be presented with a report such as the one in Figure 3 24 Print Preview ae BSH lt r gA be Weatherization Audit Report Name Homer Simpson 10 9 2006 1 35 22 PM Address 742 Evergreen Terrace Spri
18. also stored in the same location as the NEATShell exe program These are called client lds recmea lds and mealist lds An executable LiveSupport exe is stored at the same location as the NEATShell exe program There are NO changes to the system registry Finally a shortcut called wa Ink is added to the folder where the Weatherization Assistant audit software is installed INSTALLATION AND SETUP RUNNING NEATSHELL Running NEATShell N EATShell has a single master menu with several selections NEAT Shell NEAT Shell Audit Tracking System Integration Browse or Edit Databases Settings and User Preferences Check for Updates Exit Exit Without Saving Changes gkdalhoff compuserve com Version 2006 10 10 Copyright C 2004 2006 Dalhoff Associates LLC Figure 3 1 Main NEATShell menu screen The main selection is Browse or Edit Databases which will be discussed in this section The Settings and User Preferences pops up the same form as Figure 2 2 Check for Updates will update the NEATShell program see support manual for an explanation Exit will save changes If the tracking system is connected then it will also synchronize data with the tracking system Exit Without Saving Changes will drop all changes to data from the current session RUNNING NEATSHELL Starting NEAT Shell Click the NEATShell icon on the Desktop
19. ardless of whether or not they are in contact with the tracking system computer All data are automatically synchronized the next time the tracking system is available to the computer or USB drive with NEATShell Backup copies of the major tracking system data tables are stored on the auditor s computer These can be accessed in the event that the tracking system computer becomes inoperable System Requirements e NEATShell is an MS Windows based application It has been developed and tested extensively using Windows XP It has been demonstrated to run on Windows 98 No problems are anticipated for use on Windows 2000 e Weatherization Assistant Version 7 4 3 3 is currently supported e Even though NEATShell reads and writes to MS ACCESS databases used in NEAT and some tracking system software MS ACCESS is NOT required to operate NEATShell NEATShell can be adapted to work with other audits including the MHEA audit bundled in the Weatherization Assistant NEATShell can be further customized to meet the particular needs of your agency Installation and support packages are available INSTALLATION AND SETUP Cl l Installation and Setup depending on whether the tracking system is installed on the same PC as the audit or available on a LAN or entirely disconnected from the PC with the N EATShell installations can be tailored to operate in several different modes tracking system NEATsshell is installed using a file called Setup exe
20. ate values in the index primary key or relationship then you should call me because something else is the problem In the past every occurrence has been due to duplicates so it is unlikely that you will encounter a different message 30 RUNNING NEATSHELL Startup Message Using Backup Copies The following message may be seen upon starting NEATShell if your previous session ended abnormally This can occur if the PC was powered off before closing NEATShell or if your computer froze up and had to be shut down or if you do not have enough space on your drive to save the data files this rarely occurs but can happen if you have less than 25 MB available on your hard drive or on the USB drive Load Backup Copy The previous NEATShell session closed without using either the Exit or Exit Without Saving Changes buttons Please select one of the following Use most recent backup recommended Use the temporary backup from YOur previous session Use the data saved before you Started your last NEAT Shell Session NEATShell saves a backup copy whenever it is started It also saves temporary files whenever the Run Audit button the View Report or the Finished buttons are pressed You can select any of the three buttons to restore data from your previous session NEATShell will attempt to restore the selected backup but will fall back to any other available backup if it was unsuccessful The upper button u
21. cate values in the index primary key or Cancel relationship Change the data in the field or fields that contain duplicate i Corect Field Hame Inserted Value hd Anas El 060 1 Lumber 1812 R00 00 Ww ork ben E Show changed fields only 29 RUNNING NEATSHELL If you see the Error Message as shown above which mentions duplicate values in the index primary key or relationship then all you have to do is click on the Cancel button in the upper right where it says Reconcile Action You will see the data is now flagged as lt Unchanged gt Then Click OK see figure below Update Error z AN Update Type Inserted Reconcile Action Error Message Pi skip The changes vou requested to the table were not successtul because they Would create duplicate values in the index primary key or Cancel relationship Change the data in the field or fields that contain duplicate data remove the indes or redefine the index Corect Field Mame Inserted Value Unchanged Unchanged gt Work bern Unchanged gt Unchanged gt Unchanged aii Show changed fields only Note that you might have to repeat this a number of times normally when this occuts it happens for each of the measures in that particular house so 1f your house has 15 recommended measures you will likely see this messagebox 15 times If you get the Update Error message box and it says something other than duplic
22. door readings Thus no duplicate data entry 1s required and the Weatherization ID number ts used automatically for the Job Identifier in NEAT e In addition the totals for infiltration measure costs health and safety measure costs and itemized costs are passed directly to NEAT It is no longer necessary for the auditor to manually total these and enter them into NEAT e Costs used by the NEAT audit are automatically passed to NEAT using the costs currently used by the tracking system When costs change in the tracking system those costs are automatically and seamlessly updated in NEAT Flat rate crew based or custom costs can be used e Recommended measures are automatically passed to the tracking system using the tracking system measure identifiers Units of measurement are automatically reconciled between the INTRODUCTION TO NEATSHELL tracking system and audits e g square footage of insulation is automatically converted to pounds of insulation for blown cellulose measures e NEATShell provides a summary report of all recommended measures for a building Connectivity e Auditors can access the tracking system data in any of three ways 1 while connected to the tracking system computer via local area network 2 direct access tracking system if it is installed on the same computer 3 using a disconnected computer wherein data transfer is accomplished using a USB drive e Auditors can conduct audits and update any data reg
23. he OK button is not enabled It will remain that way until a unique Weatherization ID is entered Next you will see a screen asking if you want to apply the new ID to recommended measures with the old ID number Since you are creating a new ID click Yes The purpose of this box is to allow the user to change a Weatherization ID in case there was an error when it was originally entered If measures had been entered with the incorrect ID number and the user wants to change the ID then clicking Yes will assign the new ID to the recommended measures with the old ID This way the user does not have to re enter all of the measure data just because of an error in assigning the Weatherization ID 13 RUNNING NEATSHELL Figure 3 7 Prompt for applying the new ID to recommended measures In case the audit had been run with the incorrect ID the user is reminded to change the Job Identifier in NEAT NEATShell Figure 3 8 Reminder to change the Job ID in the audit 14 RUNNING NEATSHELL After the Weatherization ID is entered the Run Audit button is enabled Continue entering basic house information that is required by the audit Figure 3 9 Figure 3 9 Basic house information Materials Specification Bide File Client Information A Job Location Assistance ID AnyLHPid Simpson Weatherization ID Anywasid 3 Address 42 Evergreen errace Phone 888 555 6526 3 City Springfield 3
24. l measure costs after the job is completed in WAMS as has been done in the past You need to have updated WAMS so that the lines for original and changed costs ate greyed out I think that you all have this change already Note that the final costs can also be entered in NEATShell in the Materials and Labor columns if you prefer to have the auditor enter these 7 The default MEA in the MatTempTemplate should be cleared of values like N30 for water heater measures as these might not match the water heater type that is entered in the Client Information screen DWH Src 34 35
25. lb 100 F wW 500 500 Lb 111 5 145 256 5 0 223 0 29 0 513 6210 Bandjoist insulation 6 x16 100 F Bl 54 53 Saft 15 9 15 37 31 27 0 3 0 29 059 LA 6335 Crawlspace insulation wet spray F FI 600 90 180 270 0 1 0 2 0 3 O 6020 Weatherstrip with a carrier F B 42 9 21 63 9 21 45 10 5 31 95 O 7060 Lumber 1x12 F 18 7 56 25 56 1 5 0 63 2 13 O 8680 Carbon monoxide detector l E 150 7 89 157 89 50 2 63 52 63 A 9120 Furnace replacement 92 F FRH 1442 5 696 2138 5 14425 696 2138 5 g Lipgation WL1WwL2 pane Wall Insulation 500 sq ft Add notes here These will be assigned to the same measure if the audit is rerun Notes 40 HS 05 r Browse amp Edit Figure 3 21 Screen after pressing Get Results NEATShell now imports the measures recommended by Weatherization Assistant Note that the Quantity has been converted to the units called for in the tracking system in our case the square footage of insulation has been converted to pounds of insulation Also note the codes in the first two columns of the Recommended Measures circled red in Figure 321 The second column shows if the measure is a F lat rate or C ustom measure where the costs are specified for each job as is typical for crew and contractor installations The first column is a code for the source of information and is specified as Code Description Audit recommended measure Edited audit recommended measure Inserted measure that is usually c
26. n which will make the current settings the default for future audits After pressing Continue the Weatherization Assistant is automatically launched 18 RUNNING NEATSHELL Ml Weatherization Assistant 4ay s mes o 4 F E da Bie Edit view Insert Format Records Window Help ES Version 7 4 3 3 Weatherization Assistant Agency Information _ National Energy Audit Tool NEAT _ Manufactured Home Energy Audit MHEA Bl Help Data Link _ Exit Weatherization Assistant Pe a l EE Figure 3 14 Weatherization Assistant 19 RUNNING NEATSHELL E Weatherization Assistant jsByr smes o 2 y Y K d E le Edit view Insert Format Records Window Help amp NEAT Job lt anyWXid gt Client lt Homer Simpson gt New Job Run Report Jf ajaja a iol Rig Heating Systems Ducts amp Infiltration i Utility Bills General Info Walls Windows Doors Unfinished Attic Tunas Air Conditioning Client Information aA Chere Namen Homer Simpson Agency Name MATURA Action Corporaton X Address 742 Evergreen Terrace Springfield 2 55555 City State ZipCode Analysis Cont Weather File DESMOIA wX z Parameter Set Standard 4 Audit Infomation ESSO Include Billing Adjustment Audit Date Impute Cooling Auditor Starmer Job deri House Daa s y Number of Conditioned Stories Living Space Floor Area Sq Ft Average Number of Occupants EE JebID amp Form View Es pes
27. ngfield LIHEAP File Number AnyLHPid Phone 888 555 6528 Weatherization ID AnyWXid Estimated a Mea Src Work Item Components Units Quantity Material Labor Quantity Material Labor Total 2410 A Attic insulation per Ib 100 A1 Lb 1 280 285 44 217 60 503 04 Workitem Notes Attic Ins R 38 800 sq ft 2810 A Sidewall insulation per Ib 100 WL1 WL2 Lb 500 111 50 145 00 256 50 Workitem Notes Wall Insulation 500 sq fi Add notes here These will be assigned to the same measure if the audi 5210 A Bandjoist insulation 6 x16 100 F1 Saft 53 15 90 15 37 31 27 Workitem Notes Sillbox Ins 54 sq ft 5335 A Crawlspace insulation wet spray FS Lb 900 90 00 180 00 270 00 Workitem Notes Foundation Ins 600 sq ft 6020 O Weatherstrip with a canier 2 42 90 21 00 63 90 Workitem Notes is rerun 7060 O Lumber 1x12 12 18 00 7 56 25 56 Workitem Notes 8680 O Carbon monoxide detector 3 150 00 789 157 89 Workitem Notes 9120 A Fumace replacement 92 50 kBtu Existing Each 1 1 442 50 696 00 2 138 50 Workitem Notes 29 kBtu Post ret sized Total Cost 2 156 24 1 290 4 3 446 66 NEA TShell Weatherization Report Page lof 1 Figure 3 23 List of recommended measures Pressing the printer icon at the top will send this report to the printer This completes the audit Click Finished and the Exit NEATShell closes and updates the tracking system if it is available If the
28. os Sse pesos Figure 3 15 Selecting the client in Weatherization Assistant Go to the NEAT Audit Click on the Job box then Paste or Control V and the Weatherization ID is pasted into the Job box Now press Enter or click once on the Rur button You will move to a record in the Weatherization Assistant that zs already filled out for your client NEAT Shell has passed all of the necessary house information to Weatherization Assistant and created the Job for you In addition the current costs of all measures have been written into Weatherization Assistant 20 RUNNING NEATSHELL Now select the Ducts amp Infiltration tab Here you can see that the blower door readings have already been passed to Weatherization Assistant In addition all infiltration measure costs have been totaled and automatically entered There is no need to total these by hand E Weatherization Assistant jant smes oH u YYTE da Ele Edit View Insert Format Records Window Help amp NEAT Job lt anyWXid gt Client lt Homer Simpson gt Navigate New Job Run Report Find KIK EGE oj 2 lel so Cient Generalinto Walls Windows Doors Untinished ttics Finished ttic Foundations Air Conditioning Heating Systems Ducts amp Infiltration Base Loads Itemized Costs Utility Bills WHOLE HOUSE INFILTRATION REDUCTION WITH BLOWER DOOR Pre Infiltration Post Infiltratior Reduction Reduction T arget Whole House Leakage CFM 320
29. s example we have a total replacement cost of 2 600 We will come back to this number later in the tutorial E Weatherization Assistant anys Gms Au Y v E d E Ele Edit View Insert Format Records Window Help amp NEAT Job lt anyWXid gt Client lt Homer Simpson gt New Job Run Report ug gt nfo EE Bj so Es Generalinto Walls Windows Doors Untinished ttics Finished ttic Foundations Air Conditioning Heating Systems Ducts amp Infiltration Base Loads Itemized Costs Utility Bills Unlnsulated Supply Duct P System Code Heat Supplied Equipment Type Forced Air Furnace z Manuf Model Length Fuel aaaea E Comment Location Unintentionally Heate Automatic Vent Damper Present FURNACE DETAILS its KBTU per H X System Retrofit ae Recommended J Status Replacement Mandatory Inout Ratna 0 System Efficiency eee Ex Pilot Light ID TE SSSystem Efficiency IID Pilot Light gen conn SmartThermostat Power Bumer I Record 14 1 gt fora of 1 Length of uninsulated duct work Ft Min 0 Max SOO To TT Tt ro Figure 3 18 Heating Systems tab Note Weatherization Assistant has a bug that prevents the correct labor cost from being entered for high efficiency furnaces For high efficiency replacements you should specify Replacement Mandatory and put in a system efficiency of 92 Due to this bug measure costs for heating sy
30. ses the most recent backup and is the recommended option The second option Use temporary backup will restore any data that was saved if you had run or attempted to run the NEAT Audit in you previous session 31 RUNNING NEATSHELL The third option will recover data that was used to start your previous session but you will lose any changes you made in your last session You can use select this option if you did not run the audit or attempt to run the audit in your previous session or if you would like to lose the changes made during your previous session If you select the second option but didn t actually run the audit or did not attempt to run the audit in your previous session then you might find duplicate records This is because the temporary backup was not posted to WAMS If there are duplicate recommended measutes then these are handled as noted in the previous section Handling Unsuccessful Synchronizations Selecting the first button the recommended option will help to avoid this situation 32 USER NOTES User Notes This section summarizes the user notes from the previous section In addition a few circumstances not mentioned earlier are covered 1 Different components should start with different prefixes Use a unique prefix for different types of components such as walls windows doors attics foundations etc This is the default for NEAT 2 On installation a few new fields are added to the WA
31. stems do not transfer properly from NEATShell so the user has to enter these here 23 RUNNING NEATSHELL Continue to run NEAT as usual adding wall window attic foundation etc Then preview the results 18 x E Weatherization Assistant NEAT Output Report lany Bes 4 u yT E K dE HD Ele Edit View Insert Format Records Window Help alx a 5 DG COBB gose 1 National Energy Audit Tool NEAT Aseny Output Report Run On 1252008 104124 Run ID i EEE FER Ts EST sei id Output required kBtu nr Job AuditDate ClientName Auditor w eme casi Approximate Manual J Component Cor Contributions to Peak Heating Load C T Cc Ne A Pre Revofi Annual Energy and Cost Savings ee eee O Leal aut Index Recommended Components Heating Cooling BaseLoad Total le a Measure MMBu Sh kWh MMB ane At 333360 infiteton Redcm 121 e 0 12 1 Foundation F1 4223 1 Replace Hig System 74 74 infrator im 127329 ARC ns R38 Al 406 235 Totalheatibss Tot 66148 1 Wall msuBtion WL1IWL2 102 59 Foundation ins Fi ss 32 Ouct bes Dua 99222 0 0 0 0 Output requred Output 760703 Energy Saving Measure Economics Special Notes a a ao EE ee ST ST oe ee NOTE Read cautions h NEAT Users Manual elated to sizngresurs Index Recommended Components Measure Measwe Measure Meare Sigo Si Cont SI e e 1 Repair and Other 0 00 NOTE Read cautions h NEAT Users Manual elated to sizingresuks Reme tem narraba Recon
32. tracking system is not online then it saves changes to the auditor s PC Note that if you wish to lose ALL changes for this session click Exit without saving changes 28 RUNNING NEATSHELL Handling Unsuccessful Synchronizations Occasionally you may get a message that says Update Error see below for an example This can happen if the exact same recommended measure for the same house was added to WAMS directly by somebody using WAMS at the same time that the measure was being added to NEATShell This should never happen as the evaluator should be the only person adding measures on the house until the paper records are handed over to the WAMS operator It is also possible that the last time NEATShell successfully sent the data to WAMS but the did not receive a message back from WAMS that the procedure was successful If NEATShell is not notified by WAMS that the send was successful it saves its own copy of the measure to try and resend the next time it synchronizes with WAMS When NEATShell tries to resend the measure to WAMS the next time it synchronizes it finds a duplicate in WAMS and so it causes the error message to occur Theoretically this should never happen but it is possible that the communication from WAMS back to NEATShell failed Update Error ES AN Update Type Inserted Reconcile Action sea Skip The changes you requested to the table were not successtul because they Would create dupli
33. ume 15000 Zone PostWx 3 500 Recommended Measures S SEQ Workltem FC MEA Area Oty Units Materials Unit Matls Unit Labor UnitT otal gt Location Notes Workitem Notes 92 gt He Browse Browse Figure 3 4 Searching for the client Clicking on the magnifying glass search icon will bring up a search screen Figure 3 5 that allows the user to type in an identifier in our case this is the Energy Assistance ID Once the correct ID has been located click OK e amz Search for AFN ar q JAN Jan o ADD AHA ALA APT AR P AnyLHPid 11111111 de Evergreen Terrace Homer J Simpson E ba Ea HU gt Figure 3 5 Search screen 12 RUNNING NEATSHELL Next assign a Weatherization ID if there is not already one entered Do this by clicking in the Weatherization ID box do not click the search icon since you are entering a new ID When entering a new tracking system id or when changing an existing id remember to click in the box If you are searching for a pre existing id then you would click on the seatch icon Warning ES T Before proceeding verify that the name and address are correct Are they correct The user will be presented with a screen to enter the Tracking System ID Assign Weatherization ID Enter modity Tracking System ID Za Figure 3 6 Screen to Assign or Edit a Weatherization ID Enter a unique ID and then click OR Notice that t
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