The Future of Weatherization with Bob Scott

The Future of Weatherization
Region 8/10 Conference
May 13-15, 2014
Boise, ID
Bob Scott
Energy Services Director
What We Will Be Discussing
A little about WAP pre-ARRA
How ARRA changed WAP
Legislative Update
WAP Advocacy
DOE WAP Updates and Program Direction
– Quality Work Plan
– Quality Management Plan
• Other as per Group Interest
Weatherization Assistance Program (WAP)
• Long time and sustaining operational structure for the
residential energy efficiency
• Has spurred home performance
• Catalyst for the industry
– Promoting building science
– Developing diagnostic procedures and installation
– Raising awareness and protocols for health and safety
– Largely created the market for supply chain businesses for
the industry
WAP Evolution
From insulation, storm windows, outside caulk, etc.
• Cost-effective measures as per energy audit
• Highly trained workforce
• Analyzing IAQ and health and safety
• Quality tools and equipment
• Best installation techniques
WAP Evolution
• WAP - America’s Best Kept Secret
• Bi-partisan support
• Kind of low-profile, under the radar
ARRA changed all that
What Happened during ARRA?
Political target for President’s opposition
Slow start
Negative Press
IG reports
What Happened during ARRA?
Resounding success by these measures
• Weatherized more that 800,000 homes
• 150,000 + > projected
• Maintained about 15,000 ARRA jobs
• Typically 7th or 8th on list of projects
What’s Happened Since ARRA?
• 2012 - $68 Million
– <30% pre-ARRA
– Perception (Reality) of unspent funds available to network
• 2013 - $139 Million
– CR of $68 M – sequestration
– DOE supplemented WAP by > $70M
• 2014 - $174.3 Million
– Good level under the circumstances but
– Still below pre-ARRA
What is the Outlook for FY 2015?
Optimistic because –
• Presidents budget was $227 M
• Senate support letter @ $230 M
• House support letter @ $227 M
Not so optimistic because –
• FY 2014 budget deal was a two-year agreement
• November mid-year elections
• Still a lot of gridlock
What is the Outlook Beyond FY 2015?
Optimistic because –
• The trend is in the right direction
• The ARRA hangover is wearing off
Not so optimistic because –
• Congress is still not in a spending mood
• Hard to predict sentiment of the country as 2016
elections approach
Can We Influence WAP Funding Levels?
A few things about how Congress works
The role of local advocacy
What is “Regular Order”
• Regular Appropriations bills with twelve
appropriations subcommittees – should be
reported from Committee by late spring
• Omnibus Appropriations bills
• Continuing Resolutions
• Supplemental Appropriations
Annual Appropriations Cycle
President submits budget first Monday in February
Congress adopts Budget Resolution in April
Timetable for Appropriations bills
House & Senate Committee markups in May/June
House & Senate floor action should occur in summer
House & Senate Conference Action
Presidential Action
All bills are supposed to be enacted before 9/30,
which is the end of the federal fiscal year
7 Guidelines to Effective Advocacy
Do your homework
“All Politics Is Local” (Tip O’Neill)
Grass roots advocacy is best
Speak for no more than 3-4 minutes at the most;
keep your arguments brief
5. Don’t be surprised if you get a negative
response or lack of interest; keep trying & be
appreciative of time
6. Be clear about your “ask”
7. Above all: make your “why” clear
Bi-Partisan Approach is Key
• WAP’s poor funding years have always been
when the program became politicized
• By its nature, WAP can appeal to both sides of
the aisle
• Job creation, adding new tax revenue, and role
of private business resonate well these days
Effective Advocacy Approaches
Letters were the standard but …
Office visits
Emails and phone calls
Social media, particularly Twitter – Real Time
• WAP events
Effective Advocacy Approaches
Another key is to be ready to act
• Idaho CAP advocacy in December 2013
was critical in WAP funding increase!
WAP Public Information Campaign
• Major section on WAPTAC
• Manuals –
– Weatherization Day Planning Kit
– Site Demonstration Planning Kit
– Social Media Guide
– WAP Story Telling Guide
WAP Site Demonstrations
Great way to showcase WAP
• Needs careful planning
• One key is targeting critical attendees
WAP Site Demonstrations
I’ve heard many times –
“I had no idea you did all this”
“How can I get this done on my house?”
Real Time Advocacy - Twitter
Programmatic Changes in WAP
Web-Based Weatherization Assistant
Multifamily Tool for Energy Audits (MulTEA)
Health and Safety Audit Tool
National Energy Audit Tool (NEAT) – Single-family
Manufactured Home Energy Audit (MHEA)
Programmatic Changes in WAP
Increased Emphasis on Multi-Family
• Standard Work Specifications for Multifamily Energy
• Multifamily Job Task Analyses (JTA)
Coming Soon!
• Multifamily Tool for Energy Audits (MulTEA)
• Technical Guidelines for Multifamily Building Energy
– The Technical Guidelines tell the energy auditor what the datagathering and energy-auditing process should entail.
– The guidelines facilitate uniformity in multifamily energy audit
methods, to lead to more accurate predictions of energy and
cost savings.
Programmatic Changes in WAP
DOE Quality Work Plan
• Based on Guidelines for Home Energy Professionals
• Intent to demonstrate quality and accountability of WAP
• Help ensure long term sustainability of WAP as a leader
and foundation of the home performance industry
DOE Quality Work Plan
Core Components
• Revised / updated Field Standards and Field Guides
based on the Standard Work Specifications
• Training Program accreditation
• Home Energy Professional certifications
DOE Quality Work Plan
Field Standards and Field Guides
• WAP measures must meet minimum outcomes and
specifications outlined in SWS
• WAP Grantees must update / revise their documents and
make them available
DOE Quality Work Plan
Quality Control Inspections
• 100% of homes are inspected to comply with SWS
• Homes must be inspected by a certified QCI
– New testing protocols – not the more conventional BPI
DOE Quality Work Plan
Training Requirements
• Grantee Training Plans must include comprehensive training for all
WAP workers that is aligned with the NREL Job Task Analysis (JTA)
for the position in which the worker is employed.
• Training Plans must address two distinct categories:
– Tier 1 Training: Comprehensive, occupation-specific training
which follows a curriculum aligned with the JTA for that
occupation. Tier 1 training must be administered by, or in
collaboration with, a training program that is accredited by IREC
for the JTA being taught.
– Tier 2 Training: Single issue, short-term, training to address
acute deficiencies in the field including dense packing,
crawlspace, ASHRAE, etc. Conference trainings are included in
this category.
DOE Quality Work Plan
State Implementation Issues
• Aggressive plan and timeline - many changes quickly
• More information, tools, resources becoming available
• Some debate on applying DOE QWP requirements to
other funding sources weatherization programs
• Affordability and cash flow
DOE Quality Management Plan
• Discussed at the 2013 Denver Meeting
• Again moving via QMP Working Group
• Key Components –
– Core Competencies for Common Job Classifications
• Grantee
• Subgrantee
– Recordkeeping and Reporting Consistency
Core Competencies
• Developed by Trainers Consortium in 2007
– Did more on technical positions
– WAPTAC – Training Resources \ Training Tools
• Working Group is focusing on management
Core Competencies
Key Definitions
• Competency -minimum level of knowledge and proficiency
required to collect appropriate information, make informed
decisions, and physically take the needed actions to deliver
the high-quality weatherization service in question.
• Possess a working knowledge - Know how a particular topic
impacts the weatherization process; Have the relevant
information committed to memory or be able to locate it in
readily available sources; and Use the knowledge to make
informed decisions and guide weatherization work.
• Demonstrate the ability to - Physically conduct a test,
procedure, or technique on an actual house, a prop, or in a
training lab in the presence of someone qualified to assess
the particular competency.
Core Competencies Example (2007)
Program Manager
Possess a working knowledge of:
• Enabling legislation governing the U.S. Department of Energy’s (DOE’s)
Weatherization Assistance Program;
• DOE program regulations 10 C.F.R. 440;
• DOE program guidance and policy issued via Weatherization Program
Notice or memoranda;
• Federal, state, and local budget process;
• Federal financial assistance regulations 10 C.F.R. 600 and relevant OMB
• Applicable state procurement regulations;
• State and local approaches to monitoring, training, and technical
• Applicable computer databases and tracking systems and the importance
that they remain up-to-date, are secured and backed-up, and are used
effectively to manage the program; and
• Building science principles.
Core Competencies Example (2007)
Program Manager – Local Weatherization Coordinator
Demonstrate the ability to:
• Effectively communicate and manage weatherization staff and subcontractors;
• Prepare and track a budget for implementing a local weatherization program;
• Maintain a purchase order system to track contracted services and materials
and tool requisitions;
• Maintain a coding system to assure expenditures are charged to the correct
budget category;
• Maintain inventory tracking system for materials, tools, and equipment;
• Submit accurate financial and production reports in a timely manner;
• Comply with federal limits on administrative expenses;
• Manage a small construction/production-focused operation;
• Ensure rigorous, unbiased, and accurate final inspection of all completed units;
• Provide adequate technical training for auditors, technicians, and inspectors
directly employed by the local agency, and ensure that subcontractors receive
appropriate technical training;
• Ensure that weatherization work complies with state technical program
• Coordinate resources; and
• Develop and implement innovative leveraging strategies.
Quality Management Plan
Recordkeeping and Reporting Consistency
• List of required documents for every client file
• Clear documentation of location of items and how it is
accessed– in paper file, electronically filed
Quality Management Plan
• Still no timetable – Denver draft
obviously not happening
• Operators seem less apprehensive than
• Some real benefits
Some Other Issues
• Change in Cost per Unit to $6500
– Needed but results in fewer units
• Better quality buildings since 1990 evaluation
– Reduced savings potential
• DOE focus on energy savings
• Prioritize high users – what about others?
• An aging network (with some new rising young
DOE Focus on Energy Savings
No one disagrees except:
• Still a lot of work related to Health and Safety
and substandard housing issues
• Some dialogue about only weatherizing best
candidates in terms of energy savings
The delivery network is basically a social services
organization network
What’s It All Mean and Where Are We Going?
• WAP is continuing to evolve and raise the bar to a more
standardized approach
• Funding levels need to get back to at least pre-ARRA
• Doubtful DOE funds will ever be sufficient to meet the
• WAP operators need to find additional resources and
develop additional partnerships to weatherize more
homes and do more on the homes
Additional WAP Resources
LIHEAP funds
Utility funds
Fee for service
Weatherization Plus Health
– Affordable Care Act opportunities
• Other?
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