Passive Solar Assessments
				House Data Form
Customer Name
Mailing Address
Street/PO Box
City / Town / Municipality
Province / State / Territory					Country
Postal / ZIP Code
e-mail for communication only
Project Name / Title		(optional)
Address if different from above
Site Address
Street
City / Town / Municipality
Province / State / Territory					Country
Postal / ZIP Code
e-mail for communication only
Nearest Town or City if rural
This helps to find more accurate climate data if necessary.
GENERAL DSCRIPTION
							Location	Approx Year Built
House		1 storey	2½ storey		Side Split		Rural
Townhouse		1½ storey	3 storey		Back Split		Subdivision
		2 storey			Finished Attic		City Lot
Is there an insulated room built in the Attic?
Is there a Garage?				On which side of the house (N E S W)?
How many Basement Levels
OR
Ground Floor or Foundation Slab
	Thickness				Insulation
ü    Exterior and Other Features
Brick Veneer		Wood Siding		Sky Light		Finished Basement
Vinyl Siding		Board and Batten		Patio Door		No Basement
Aluminum Siding		Stucco		Sun Room		Crawl Space
Insulated Siding						Balcony
	Blower Door Test Results (if any in ACPH(50) or L/min)
SPECIFIC DETAILS
	Measurement units (ft, in, m)
	Ceiling hight (8ft or 9 ft)
	Length and Width of the home:					Long     by		Wide
Window Details (eg: double glazed, Argon filled, Low-e, vinyl frame)
	Glazing		Frame		Other details (if known)
	¨single		¨vinyl		¨Low emissivity
	¨double		¨wood		¨Argon filled
	¨tripple		¨metal		Other
	Manuacturer and ratings if available
	Note: Any widow specific detail like shutters or awning can be reported on the Wall/Window Form
	along with dimensions and positions.
BUILDING ORIENTATION - Choose on of the 2 methods
1/    Magnetic Compass			(we will apply the magnetic declination correction)
			(make sure you are far away from power lines, transformers etc.)
	With your back to the South wall, you are looking in the same direction as
	the surface of the wall. This direction is:
	OR
	Looking along an East or West wall towards the South sothat the near and far corners line up,
	it is aligned in this compas direction:
2/    Timing / Shadow Method				!! DO NOT LOOK DIRECTLY AT THE SUN !!
					!! Look at SHADOWS only!!
	Stand on the North side of the building in alignment with the West (or East) wall. Record
	the time at which the wall's shadow is aligned with the wall. This will be difficult
	because the Sun has "width" on the sky (ie: it is not a point source).
	To handle this record the times when the shadow first and last looks like  it is aligned.
	Average these times and record it.
	Also, record your Time Zone and if Standard or Daylight Savings were in effect.
				Date		Time		Zone
	Shadow was in alignment at:
CLIMATE and SOLAR DATA
	This will be retrieved from available weather records based on the site address above.
	In addition, Sun Path and Insolation data will be retrieved from databases and research
	in the public domain.
BUILDING DETAILS
	Number of floors
	Wall thickness (measured at a doorway)					Insulation "R" value
Typical wall construction - if known
	(eg: drywall, vapour barrier, 2x6 studs with fiberglass insulation, 1/4" exterior sheathing, airspace, brick veneer)
	Note: Variations in exterior wall finish can be shown on the Windows and Wall Form for each wall.
Roof / Ceiling Insulation (eg: 9 1/2" fiberglass between the joists)
	Roof Pitch Angle if there is  a  Sky  Light					Overhang
Number of Basement Levels				Foundation Depth
		1				Note:  Variations in exterior wall finish
		2				and floor finish can be shown on the
		3				Window & Walls and the Floor Plans  forms.
BUILDING DETAILS - continued
Basement Walls Detail (eg. 12" concrete block, building paper, 2x2" framing, fiberglass filled,
		vapour barrier and drywall)
Basement Floors Detail (eg: 4" conc. slab, 2x2" subfloor with fiberglas insulation, vapour barrier
	1/2" plywood, rubber underpad, low pile carpet. More detail can be placed on the floor plan.)
Primary Heating Method (eg. High eff forced air nat gas, oil, wood stove, electric baseboard, etc)
Heating and Cooling
	During heating season what is your most comfortable thermostat setting?								°F / °C
	Setback thermostat setting if used					°F / °C
	During cooling season what is your most comfortable thermostat setting?								°F / °C
	Setback thermostat setting if used					°F / °C
Is Air Conditioning used?
Electricity Grid Name & Operator (if known)
MAJOR OBSTACLES - which may block sunshine
OTHER DETAILS
	Basic model includes assessment for: Added Insulation for Walls (inside and out), Attic,
	Basement Floors and Walls, Infiltration effects if necessary, Thermostat setting effects,
	Upgrade for Windows, Effect of Window Treatments, Addition of Awnings or Shutters,
	Adjusting Roof Overhang, Addition of Trees (if possible).
	If you have complex renovation plans like adding an extra floor, adding or removing
	windows, adding a Sunroom, a Deck or Patio with Trellises vines for shade, etc., please
	provide drawings with dimensions so they can be evaluated in the model.
INSTRUCTIONS / GENERAL INFORMATION
1/	Nearest Town or City			-this helps to find more accurate climate data if necessary.
2/	Garage			-this can provide a wind break or buffer zone.
3/	Exterior and Other Features			-check all that apply. If some exterior walls have stucco and
				others have wood siding, please note it on the Windows and
				Walls Form so the R values can be adjusted.
4/	Window Details			-check all that apply for best precision.
	Building Orientation			-the Sun's disc is about 0.5° on the sky and takes about 2
				minutes to pass. So, this method is fairly accurate.
5/	Wall "R" value			-if not known, we'll estimate it from the Wall Thickness
				and the construction you provide.
6/	Typical wall construction			-if not known, it will be estimated from your other descriptions.
7/	Roof Pitch			-neede if there are Sky Lights. Typical is 3" or 4" per foot.
	Roof Overhang			-report the overhang including the eaves trough.
8/	Basement Levels			-usually Back-Split and Side-Split styles have multiple levels.
9/	Basement Walls and Floors			-this is usually where the most variation in "R" is found.
				Pleae diagram these on the Windows and Wall Form.
10/	Electricity Grid Operator			-this can be helpful in obtaining GHG ratings.
11/	Blower Door Test Results			-these improve the model's precision but are usually not known.
				-if there are no results to use, the model will assume a proper
				seal and that Infiltration is not a concern.