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The Future of Weatherization Bob Scott Energy Services Director NASCSP Region 8/10 Conference May 13-15, 2014 Boise, ID.

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Presentation on theme: "The Future of Weatherization Bob Scott Energy Services Director NASCSP Region 8/10 Conference May 13-15, 2014 Boise, ID."— Presentation transcript:

1 The Future of Weatherization Bob Scott Energy Services Director NASCSP Region 8/10 Conference May 13-15, 2014 Boise, ID

2 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

3 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 techniques – Raising awareness and protocols for health and safety – Largely created the market for supply chain businesses for the industry

4 WAP Evolution From insulation, storm windows, outside caulk, etc. to: Cost-effective measures as per energy audit Highly trained workforce Analyzing IAQ and health and safety Quality tools and equipment Best installation techniques

5 WAP Evolution FromTo

6 Pre-ARRA WAP WAP - America’s Best Kept Secret Bi-partisan support Kind of low-profile, under the radar ARRA changed all that

7 7

8 What Happened during ARRA? Political target for President’s opposition Slow start Negative Press IG reports

9 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 7 th or 8 th on list of projects

10 Deadlocked?

11 What’s Happened Since ARRA? $68 Million – <30% pre-ARRA – Perception (Reality) of unspent funds available to network $139 Million – CR of $68 M – sequestration – DOE supplemented WAP by > $70M $174.3 Million – Good level under the circumstances but – Still below pre-ARRA

12 What is the Outlook for FY 2015? Optimistic because – Presidents budget was $227 M Senate support $230 M House support $227 M Not so optimistic because – FY 2014 budget deal was a two-year agreement November mid-year elections Still a lot of gridlock

13 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

14 Can We Influence WAP Funding Levels? A few things about how Congress works and The role of local advocacy

15 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

16 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

17 1.Do your homework 2.“All Politics Is Local” (Tip O’Neill) 3.Grass roots advocacy is best 4.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 17 7 Guidelines to Effective Advocacy

18 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

19 Effective Advocacy Approaches Letters were the standard but … Office visits s and phone calls Social media, particularly Twitter – Real Time Advocacy WAP events

20 Effective Advocacy Approaches Another key is to be ready to act Idaho CAP advocacy in December 2013 was critical in WAP funding increase!

21 WAP Public Information Campaign Major section on WAPTAC Manuals – – Weatherization Day Planning Kit – Site Demonstration Planning Kit – Social Media Guide – WAP Story Telling Guide

22 WAP Site Demonstrations Great way to showcase WAP Needs careful planning One key is targeting critical attendees

23 WAP Site Demonstrations I’ve heard many times – “I had no idea you did all this” and “How can I get this done on my house?”

24 24 Real Time Advocacy - Twitter

25 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)

26 Programmatic Changes in WAP Increased Emphasis on Multi-Family Standard Work Specifications for Multifamily Energy Upgrades Multifamily Job Task Analyses (JTA) Coming Soon! Multifamily Tool for Energy Audits (MulTEA) Technical Guidelines for Multifamily Building Energy Audits – The Technical Guidelines tell the energy auditor what the data- gathering 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.

27 Programmatic Changes in WAP DOE Quality Work Plan Based on Guidelines for Home Energy Professionals initiative 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

28 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

29 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

30 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 certifications

31 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.

32 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

33 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

34 Core Competencies Developed by Trainers Consortium in 2007 – Did more on technical positions – WAPTAC – Training Resources \ Training Tools Working Group is focusing on management positions

35 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.

36 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 circulars; Applicable state procurement regulations; State and local approaches to monitoring, training, and technical assistance; 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.

37 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 standards; Coordinate resources; and Develop and implement innovative leveraging strategies.

38 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

39 Quality Management Plan Still no timetable – Denver draft obviously not happening Operators seem less apprehensive than QWP Some real benefits

40 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 stars)

41 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

42 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 levels Doubtful DOE funds will ever be sufficient to meet the need WAP operators need to find additional resources and develop additional partnerships to weatherize more homes and do more on the homes

43 Additional WAP Resources LIHEAP funds Utility funds Fee for service Multifamily Weatherization Plus Health – Affordable Care Act opportunities Other?


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