Contractor Obligations

All BPI accredited organizations must agree to abide by the terms and conditions in the Accreditation Agreement and comply with the following list of obligations. The following information is used to ensure Quality Assurance (QA) and Quality Control (QC) for all contractors throughout the year.

Conform to all BPI Standards, Policies and Procedures

BPI accredited companies must follow applicable BPI standards and testing procedures and record essential project information for all residential projects that involve BPI established standards. These records are maintained and accessible for review during the BPI QA review process. Review BPI Standards.

BPI accredited companies must also use internal quality controls in the conduct of business to ensure consistent quality delivery and strict conformance with BPI Standards, Policies and Procedures.

All contractors must adhere to all of the obligations listed in this section and closely follow the BPI Accreditation and Quality Assurance Policies and Procedures. If your company does not comply with the obligations outlined in this section and violations occur, you run the risk of your organization becoming in breach. See “Provide Rules on Breaches, Suspensions, Terminations and Appeals” under “BPI’s Obligations”.

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Participate in the BPI Quality Assurance Program

All BPI accredited companies participate in BPI’s QA Program. All BPI accredited companies receive QA feedback to help improve the delivery of home performance services for their customers. The following information is included in your QA visits.

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Standardize Data Collection/Reporting Requirements

BPI will provide BPI accredited companies with standardized forms for maintaining pertinent information relating to each project. The companies will record and keep on file specified levels of project and performance information using this systematic process.

  • For Comprehensive Measure Installation jobs, BPI accredited companies must document and keep on file the evaluation of the existing condition of the building and furnish the building owner with a copy of such documentation. This can be in a contract form or in an output report from a software program such as TREAT, HOMECHECK, or REM/Rate.
  • The BPI accredited organization must obtain a customer’s signature to satisfactory completion and a BPI Certified level staff member must attest to the final results for each project where measures that involve a BPI Standard have been installed.
  • BPI accredited companies make available specific project information to BPI upon request. In the first two years of BPI Accreditation (during staged accreditation), contractors must designate which of their total residential jobs are the ones covered by the terms and conditions of their BPI Accreditation Agreement and are subject to BPI’s QA Program.
  • Documentation of the work completed will be recorded for periodic file review under BPI’s QA Program and maintained for at least three (3) years subsequent to the last activity undertaken by the BPI accredited organization for each customer.

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Maintain Quality Control Systems

BPI accredited companies maintain systems of quality control governing their operations. These are the procedures a company puts in place that help the company ensure the delivery of quality services to the customer. These procedures include:

  • Clearly established protocols and best practices for the work that is being done
  • Ongoing training
  • Systematic review of all work
  • Field inspections by a BPI certified supervisor
  • Scheduled periodic maintenance of equipment
  • Accurate recordkeeping

BPI accredited companies employ Quality Control supervision by a BPI Certified Building Analyst Professional on each residential project, including the testing in and testing out requirements identified in “Appendix A: Testing In and Testing Out Requirements for BPI Accredited Contractors.”

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Employ BPI Certified Professionals

BPI accredited companies agree to employ BPI certified professionals in sufficient quantity and designation, according to the work performed at each location for the scope of the business.

Certified professionals will review each job according to the certification held and the contracted work. They will pre- and post-test to the BPI Standards and sign off on certificates of completion.

A minimum of one full time Building Analyst and one full time specialty designation is required by the accredited organization. These designations can be held by the same individual.

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Train the Organization’s Staff

Train the organization’s staff, as applicable and appropriate based on feedback from participation in the BPI QA Program. Each accredited organization uses feedback from QA on completed projects to assist employees in delivering high performance work.The accredited organizations train their staff to ensure:

  • Compliance with BPI Standards in all work
  • All residential work subcontracted to non-accredited contractors has onsite supervision of the job and the work is quality controlled by a BPI certified professional with the appropriate certification designation for the work being conducted
  • All residential work covered by BPI Standards that is subcontracted to the accredited organization by a non-accredited general contractor conforms to the terms of the Accreditation Agreement
  • BPI accredited companies have staff capable of analyzing, specifying and overseeing building performance projects and take responsibility for ensuring the quality of the work in conformance with BPI Standards

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Subcontract Work

When subcontracting work, BPI accredited companies should hire companies that are accredited by BPI whenever possible. BPI accredited companies may hire non-accredited companies as long as all work at the site has onsite supervision and QC by a BPI certified professional with the appropriate certification designation for the work being conducted.

An organization obtaining BPI accreditation will be allowed to subcontract work to non-BPI certified individuals, as long as the value of the subcontracted work does not exceed 20 percent of the volume of business of the BPI accredited organization. All residential work covered by BPI Standards must conform to the terms of the Accreditation Agreement, whether or not the work is performed by a BPI accredited company.

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Maintain Equipment Properly

BPI accredited companies must have the necessary equipment (tools and instruments) for conducting building performance contracting work. The companies must properly maintain all diagnostic test equipment, including calibration, according to the manufacturer’s recommended calibration schedules.

Note: Accredited companies are required to provide diagnostic testing equipment and instrument calibration records to BPI upon request.

BPI does not mandate the purchase or ownership of any specific type of tool, equipment or instrument for accreditation. However, BPI will periodically review an organization’s equipment and inventory to ensure the organization has the necessary tools to perform the BPI accredited work.

BPI recommends certain tools based on your certification. The following list serves as a guide for equipment your BPI accredited company may need:

  • Blower Door with flow plates
  • Duct Blaster
  • Digital micro-manometer
  • Pressure probes
  • Hoses w/connectors
  • Pressure Pan
  • Air flow measuring devices
  • Digital Carbon Monoxide Analyzer
  • Combustion Analyzer
  • Digital Thermometer
  • Diagnostic Smoke
  • Thermocouples
  • Gas Leak Detection Device
  • Refrigerant Gauges
  • Sling Psychrometer
  • Pressure and Temperature Chart
  • Superheat/Sub Cooling Calculators
  • IR Camera

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Educate the Client

BPI accredited companies must educate the client on the comprehensive approach to “house-as-a-system” energy-related improvements and obtain a signed receipt indicating that an offer of a comprehensive work scope has been presented.

The contractor will provide customers with standard house-as-a-system educational material and will offer a comprehensive whole house assessment before a contract scope of work is negotiated.

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Resolve Customer Issues

BPI accredited companies must also use a customer dispute resolution system that sets a clear timetable and a path for mitigating problems. They must have in place a written customer dispute resolution policy. This policy should articulate a specific response time for the initial customer inquiry. It should also indicate a step-by-step timeframe for responding to and resolving customer concerns.

The BPI accredited organization must maintain written documentation of these communications for use in their internal quality management process to determine whether they are operating in conformance with BPI Standards. BPI accredited companies report customer issues to BPI as they arise as part of their normal reporting process and also report to BPI once the issue is resolved.

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Maintain Proof of Registration, Licensing, Bonding and Insurance

BPI accredited companies must adhere to the following requirements regarding registration, licensing, bonding and insurance:

  • Maintain proof of registrations, licensing and bonding that meets all state and local requirements (where applicable) and provide documentation to BPI upon request
  • Carry appropriate liability insurance with a minimum $1 million coverage, or higher amounts as required by local, state, or federal regulations
  • Carry worker’s compensation insurance in accordance with their state’s specific requirements
  • Insurance documentation will be provided to BPI upon request

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Disclose Information

BPI accredited companies will provide BPI with access to certain records or financial data that substantiate BPI Standards related work volume to BPI upon request. They must also verify the scope of the organization’s work under the Accreditation Agreement in the residential sector.

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Accredit Each Office Location

BPI accredited companies must accredit each business location; however, only one accreditation agreement is required for each contracting company no matter how many business locations it operates. Companies with multiple business locations must notify BPI which locations fall under the terms and conditions of its accreditation agreement and refrain from any advertising that implies that all locations are BPI accredited.

Separate accreditation and QA fees apply for each location listed under the accreditation agreement.

Note: An accredited company servicing multiple markets need not include each business location under its accreditation agreement if the work is performed by certified staff from the primary location of the accredited company and all records are maintained in the offices of the primary business location.

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Notify BPI of any Address Change

BPI accredited companies should change their legal address on the Contractor Portal.

You can also send the notification electronically to:

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Renew Accreditation

Accredited companies will demonstrate continued compliance with the BPI requirements to maintain their accredited status. All BPI accredited companies must comply with the following essential elements:

  • Remain in compliance with BPI’s QA Program requirements in order to qualify for renewal consideration
  • Report any change in operations that will have an impact on accreditation requirements
  • Submit a list of BPI certified professionals and their current certification designations
  • Satisfy financial requirements with BPI on or before the anniversary date
  • Submit current certificates of insurance for their renewal
  • Demonstrate continued compliance to maintain accreditation

BPI will send reminders to BPI accredited companies for renewal approximately 60 days prior to their accreditation expiration. All BPI accredited companies must pay an annual renewal fee. To renew online, go to the Contractor Portal.

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