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1 | Weatherization Assistance Programeere.energy.gov 2010 Orientation for State WAP Directors and Staff Jean Diggs, Michael Peterson, Eric Bell, Greg Reamy, and Holly Ravesloot History of WAP, Philosophy, and Program Management Overview
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2 | Weatherization Assistance Programeere.energy.gov Nation’s core program for delivering energy efficiency services to low-income homes Operates in every state, District of Columbia, among Native American tribes, and U.S. Territories Services delivered to single-family, multi-family, and mobile homes What is Weatherization?
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3 | Weatherization Assistance Programeere.energy.gov “To reduce energy costs for low-income families, particularly for the elderly, people with disabilities, and children, while ensuring their health and safety.” Program Mission
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4 | Weatherization Assistance Programeere.energy.gov Department of Energy Headquarters and Project Management Center 50 State Energy Offices, The District of Columbia, Native American Tribal Organizations, and U.S. Territories Low-income Americans Over 900 Local Agencies The Team Approach
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5 | Weatherization Assistance Programeere.energy.gov Grantee: State, U.S. Territory, or Certain Native America Tribes Subgrantee: Community Action Agency, Community Action Partnership, Local Action Agency, or Local Unit of Government T&TA: Training and Technical Assistance HQ’s T&TA & State T&TA Appendix A Program Year/Fiscal Year 440.3 Definitions ARRA or Recovery Act Funds Frequently Used Terms
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6 | Weatherization Assistance Programeere.energy.gov DOE HQ – U.S. Department of Energy, Headquarters PMC GFO/NETL – Project Management Center Golden Field Office/National Energy Technology Laboratory ARRA or “Recovery Act” Funds – The American Recovery & Reinvestment Act of 2009 Program Regulations/Rules/Guidance OMB – Office of Management & Budget IG – Inspector General HHS – U.S. Department of Health & Human Services LIHEAP – Low-Income Home Energy Assistance Program HUD – U.S. Department of Housing & Urban Development DOL – U.S. Department of Labor Frequently Used Acronyms
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7 | Weatherization Assistance Programeere.energy.gov Increase energy efficiency of dwelling units owned or occupied by low-income persons Reduce total residential energy expenditures Improve the health and safety of low-income persons, especially the elderly, persons with disabilities, and families with children 10CFR 440, 10CFR 600, DOE Program Notices, other policy documents Statutory Purpose
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8 | Weatherization Assistance Programeere.energy.gov 38 million American families are eligible for assistance Approximately 15 million “good candidate” homes need weatherization Through 2008 approximately 20% had received weatherization services The Need For Services
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9 | Weatherization Assistance Programeere.energy.gov Over 90% have annual incomes less than $15,000. Of these, two-thirds have less than $8,000 More than 13% have annual incomes less than $2,000 per year 17% of annual income is spent on energy vs. 4% by other households The average energy expenditure is $1,871 per year (2008) 40% occupied by an elderly person with special needs or a person with disabilities Characteristics of Households
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10 | Weatherization Assistance Programeere.energy.gov First Generation (1975 to 1979) –Response to oil embargo in early 1970’s –Started in Maine –Originally administered by CSA –Used volunteer labor –Installed only low-cost measures –Little or no reporting and accountability WAP History
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11 | Weatherization Assistance Programeere.energy.gov Second Generation (1979 to 1986) –Used volunteer labor under CETA –Installed temporary measures (plastic storm windows, caulk, door stripping, attic insulation) –Little or no diagnostics –Project Retro-tech as audit tool –Addressed building envelope with heating priority WAP History (cont.)
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12 | Weatherization Assistance Programeere.energy.gov Third Generation (1987 to 1996) –Used professional labor –Addressed both building envelope and mechanical heating systems –Some diagnostics used –Computerization of audits and other operations –State and national evaluations –Structured training and technical assistance WAP History (cont.)
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13 | Weatherization Assistance Programeere.energy.gov Fourth Generation (1996 to present) –Highly trained crews –Permanent, cost effective measures (audit test) –Rental and health and safety plans –Advanced diagnostic tools in use –Addresses all climates – cooling and heating –Leverage activities at several levels –Coordination with housing programs –Comprehensive national evaluation WAP History (cont.)
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14 | Weatherization Assistance Programeere.energy.gov Where Does the Money Come From? Congressional Appropriations (Energy and Water Appropriations Subcommittees in the House and Senate) 2009 Allocation & Supplemental - $450 Million 2009 Stimulus - $5 Billion 2010 Allocation - $200 Million States Transfer Funds from Low-Income Home Energy Assistance Program Other Sources like Utilities, Landlords, State Appropriations, and Private Grants
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15 | Weatherization Assistance Programeere.energy.gov Low-Income Population Climatic Conditions Residential Energy Expenditures by Low-Income Households in each State Revised Formula Impacts States at $233+M Allocation Formula to States
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16 | Weatherization Assistance Programeere.energy.gov Program Eligibility: 200% of poverty, or if the State elects, they may use the LIHEAP criteria or 60% of State median income. Defining Income: Issued annually by DOE. Consist of Poverty Income Guidelines (PIGS) plus a definition of income (inclusion/exclusion) HUD/DOE MOU on Public-Assisted Housing eligibility determinations – Final Rule Issued January 25, 2010 Defining Eligibility
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17 | Weatherization Assistance Programeere.energy.gov Elderly Persons with disabilities Families with children Households with high energy burden Households with high residential energy use Determining Priority Service
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18 | Weatherization Assistance Programeere.energy.gov Prepare State Plan in Compliance with 10CFR 440, 10CFR 600, DOE Program Notices, and other State and DOE policy documents Solicit Input and Comments from Network Conduct Public Hearing on Plan Contents Submit State Plan and additional information to DOE based on Funding Opportunity Announcement Requirements What Does the Grantee Do with the Money?
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19 | Weatherization Assistance Programeere.energy.gov Allocation of Funds to Local Agencies Number of homes to be weatherized Audit Techniques and Quality Control Inspection Process Array of Allowable Services Health and Safety Plan Training and Technical Assistance Plan Known Major Purchases of Vehicles and Equipment Monitoring and Evaluation of Local Agencies Other Rules for Operation What’s in the State Plan?
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20 | Weatherization Assistance Programeere.energy.gov States MAY use part of DOE grant to leverage State must develop a plan Goal is a “dollar for dollar” return or better States may use up to 15% of DOE grant The larger the portion, the more detail required Reviewed on case-by-case basis Leveraging
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21 | Weatherization Assistance Programeere.energy.gov 10CFR Part 440.17 State may use “council or commission” Must be addressed at hearing on annual plan PAC’s have “preference” over state councils or commissions Can be a valuable asset in contributing to and reviewing state plan Policy Advisory Council
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22 | Weatherization Assistance Programeere.energy.gov Limited to 10% (440.18(d)) 5% for the State At least 5% to local agencies Local agencies with grants at or below $350K (new DOE funds only) may receive up to an additional 5% with State approval Administrative Costs
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23 | Weatherization Assistance Programeere.energy.gov 10CFR Part 440.18(d)(e)(2) Date moved from 1985 to 1994 (PY) Homes weatherized prior to 1994 did not use advanced audits Re-Weatherization
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24 | Weatherization Assistance Programeere.energy.gov Annual State Plan requires rental plan Multi-family buildings require 66% eligibility to qualify entire structure Certain large multi-family buildings can reduce eligibility from 66% to 50% Must be: large, leveraged resources, have significant energy saving potential DOE encourages discussion of the rental plan as a part of public hearing HUD/DOE MOU – Public Law January 25, 2010 Rental Properties
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25 | Weatherization Assistance Programeere.energy.gov DOE Weatherization can be a player State lead agency on disaster relief should develop plan DOE role must be limited Disaster Relief
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26 | Weatherization Assistance Programeere.energy.gov States may now use DOE funds States need to ensure only weatherization-eligible homes are served in crisis DOE will waive certain eligibility criteria Those served in crisis must be added to list of those to receive regular weatherization States need to include/amend State plan Public hearing required Four basic triggers determines a crisis No per unit cost restriction by DOE Energy Crisis Relief
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27 | Weatherization Assistance Programeere.energy.gov American Recovery and Reinvestment Act of 2009 Allocated $5 billion Raised the income eligibility level from 150% to 200% of the federally established poverty level Raised the assistance level per dwelling unit from $2,500 to $6,500 Moved the reweatherization date from September 30, 1993 to September 30, 1994 ARRA Impact on Weatherization
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28 | Weatherization Assistance Programeere.energy.gov Increased Training and Technical from 10% to up to 20% maximum Hundreds of thousands of additional homes projected to be weatherized annually Increased number of eligible homes by raising income level to 200% Expected level of production for the three-year period for ARRA funding is approximately 600,000 units ARRA Impact on Weatherization
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29 | Weatherization Assistance Programeere.energy.gov DOE to delegate primary compliance to the States All grants must have labor standards language State and local units of government staff are exempt BUT not their contractors Applies to local agency direct hires and contractors Revised Wage Determinations Commercial Rates Grant period – 1, 2, or 3 year Alert service at www.wdpl.govwww.wdpl.gov Oversight & compliance WPN 09-9, 10-4, 10-7 Davis-Bacon & ARRA
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30 | Weatherization Assistance Programeere.energy.gov Customer applies for services Energy audit conducted; technicians identify energy- related problems & Health & Safety issues List of cost-effective measures developed Energy efficiency measures installed Client education Post-work inspection How Does the Program Work?
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31 | Weatherization Assistance Programeere.energy.gov Must meet income eligibility guidelines May receive priority Elderly, disabled, family with children, household with high energy burden or high energy usage Renters eligible, must get approval from property owner When demand is high, customer may be added to waiting list Customer Application
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32 | Weatherization Assistance Programeere.energy.gov Client education is a critical component Prolongs life of measures/equipment Conducted before and after measures are installed Instructions on equipment operation and maintenance Tips on energy-saving activities Information on carbon monoxide and other hazards Client Education
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33 | Weatherization Assistance Programeere.energy.gov Uses audit software, priority list, or other method to estimate potential energy savings Diagnostic tools used to identify energy problems Identifies energy-related health and safety measures needed (e.g., carbon monoxide) Ensures that all materials installed, except those to eliminate health and safety hazards, pass a cost-effectiveness test Mandated by the DOE on each home States may develop their own audit or use the DOE approved NEAT audit Energy Audit
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34 | Weatherization Assistance Programeere.energy.gov Energy audits Air infiltration reduction using blower doors Attic and floor insulation Dense-pack wall insulation Duct sealing Domestic hot water system improvements Furnace service Furnace replacements New refrigerators Duct system balance and sealing Energy efficient lighting retrofits (CFL) Incidental repairs And more……….. Types of WAP Services
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35 | Weatherization Assistance Programeere.energy.gov May need tune-up or basic repairs Can replace hazardous or inoperable furnaces –Due to funding limitations, leveraged resources often used to replace heating systems –Un-vented space heaters pose large health and safety threat Heating System
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36 | Weatherization Assistance Programeere.energy.gov Technicians can tune-up or repair cooling systems Ducts may require sealing and/or balancing May add fans, ventilation for health and safety Cooling System
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37 | Weatherization Assistance Programeere.energy.gov Blower door test quantifies air leakage & identifies sites Panel with fan is placed in a doorway to de-pressurize home Exaggerates leakage so it can be measured and sealed Air Sealing
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38 | Weatherization Assistance Programeere.energy.gov Illustrates heat loss Guides air sealing and insulation Helps to educate clients Quality control for insulation and other measures Infrared Camera
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39 | Weatherization Assistance Programeere.energy.gov Duct system may need sealing and/or balancing Duct tape should NOT be used – Apply Mastic Ducts in unconditioned spaces should also be insulated Duct Sealing
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40 | Weatherization Assistance Programeere.energy.gov Leaky ducts can increase costs by 10-30% While blower door runs, pressure pan placed over air register Pressure Pan
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41 | Weatherization Assistance Programeere.energy.gov Manometer measures pressure created by air leaking into ductwork Results help locate large leaks Registers near leaks have higher readings Duct blower can also be used for more accurate readings and to balance systems Manometer
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42 | Weatherization Assistance Programeere.energy.gov Blown insulation most effective –Holes discreetly cut in walls or ceiling –Insulation is blown into space through a tube Insulation
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43 | Weatherization Assistance Programeere.energy.gov Reduces air infiltration and heat loss –Dense-pack insulation often installed before air sealing, since it reduces leaks so effectively Insulation
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44 | Weatherization Assistance Programeere.energy.gov Converting incandescent lighting to fluorescent Replacing refrigerators Replacing or insulating water heaters Reducing hot water use Reducing appliance usage through client education Electric Base Load Measures
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45 | Weatherization Assistance Programeere.energy.gov Compact fluorescent lighting (CFL) –Harps and other hardware –Screw-in vs. pin base Hard-wired fixtures –Savings may be more permanent –Some state or local codes require licensed electrician to wire fixtures Lighting
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46 | Weatherization Assistance Programeere.energy.gov Refrigerators Must meter at least 10% of units replaced 2-hour minimum metering Association of Home Appliance Manufacturers (AHAM) or alternative databases can provide energy use of existing refrigerators Units not in database that are metered count toward 10% requirement
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47 | Weatherization Assistance Programeere.energy.gov Efficient water heater, low-flow shower heads, and faucet aerators can cut use dramatically WH tank and pipe insulation, low-flow shower heads, and faucet aerators are allowed as general heat waste Timers on water heater can also be cost-effective Replacements allowable Water Heater
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48 | Weatherization Assistance Programeere.energy.gov Primary goal of WAP is “energy efficiency” States may expend funds for the installation of materials to abate energy-related health and safety hazards Separate line item and not part of the average cost per home limitation First Rule – “Do no harm” Conduct weatherization in a lead-safe manner Check for carbon monoxide, gas leaks, moisture/mold, electrical hazards Wear protective clothing, equipment Always ensure customer safety Health and Safety
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49 | Weatherization Assistance Programeere.energy.gov Workers must conduct activities in a safe manner – Lead-Safe Weatherization (LSW) detailed in WPN 02-6, 08-6, and 09-6 Workers must avoid contaminating homes with lead-based paint dust and debris Workers must use materials, tools and equipment to avoid exposing the customers, themselves, and their families to this hazard Workers are to assume the presence of lead-based paint in homes built before 1978 WAP funds may not be used to abate, stabilize, or control the lead hazard EPA’s Lead Renovation, Repair, and Painting Rule / Certified Renovator (CFR 40, Part 745) is in FULL EFFECT April 22, 2010 Lead Paint
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50 | Weatherization Assistance Programeere.energy.gov Workers must perform services to avoid mold contamination WAP funds can not be used to remove mold and other related biological substances If necessary, services may be delayed until the existing mold problem can be eliminated Customer must be notified upon discovery of mold condition Mold and Moisture
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51 | Weatherization Assistance Programeere.energy.gov One of the most common health and safety concerns Caused by incomplete combustion in household appliances Gas appliances that exceed acceptable levels for CO must be addressed All homes should have a carbon monoxide detector installed in areas containing a gas appliance All customers should receive information about CO Carbon Monoxide
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52 | Weatherization Assistance Programeere.energy.gov Many housing problems beyond the scope of WAP Walking away does not mean that assistance will never be available Work is postponed until the problems can be resolved Walk Away Standards
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53 | Weatherization Assistance Programeere.energy.gov Every home must receive a quality control inspection for workmanship and appropriateness Blower door tests are conducted to ensure proper air sealing –Identifies any remaining air leaks –Indicates need for ventilation Insulation and other measures checked for quality and completeness Post-Work Inspection
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54 | Weatherization Assistance Programeere.energy.gov We have a great story to tell to anyone and everyone who will listen Before ARRA, many policymakers may have never heard of the WAP – now, they need to hear “the rest of the story” If they’re not aware of the work being done, they won’t fight to keep the program intact Public Information The Power of Telling Your Story
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55 | Weatherization Assistance Programeere.energy.gov Organize a Public Information Campaign Reach out to policymakers and the press Tell the story about high energy prices and high energy burden Place success stories about families and individuals Keep educating your partners and potential partners Public Information
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56 | Weatherization Assistance Programeere.energy.gov October 30 th is Weatherization Day –Many states celebrate –Use outreach tools to get best coverage for least effort Policymakers respond to “Days” –Allows them meaningful time with the community –Allows them to get to the next issue Weatherization Day
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57 | Weatherization Assistance Programeere.energy.gov Average annual energy savings = $350 per home Returns $1.67 in energy-related benefits per $1 invested Returns $2.73 in non-energy benefits per $1 invested Avoids 1.79 tons of carbon dioxide emissions for every home weatherized Creates 52 jobs for every $1 million of funding Over 6.4 million households weatherized Average reduction in natural gas use – 32% WAP Results
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58 | Weatherization Assistance Programeere.energy.gov Improves health and safety - reducing carbon monoxide emissions and eliminating fire hazards Lessens the excessive financial burden of families most in need – reducing the difficult choice between food and fuel Helps revitalize neighborhoods and communities across the country Used as catalyst to attract investments from utilities, other federal agencies, state governments, and private sources Outcomes: Quality of Life
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59 | Weatherization Assistance Programeere.energy.gov Reduces the export of local energy dollars and keeps more money in the community Decreases electricity generation and resulting pollution; thus improving local air quality reducing adverse health effects Avoids residential and power-plant emissions of carbon dioxide, a leading greenhouse gas Weatherization Impact
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60 | Weatherization Assistance Programeere.energy.gov “…My children remember waking up cold. Today they are comfortable, cozy, and warm…Thanks to the Weatherization Program you have made a difference in our lives…you probably saved our lives.” Recipient of Weatherization services in Pennsylvania Personal Results
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61 | Weatherization Assistance Programeere.energy.gov For Families For Communities For the Nation Weatherization Works
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62 | Weatherization Assistance Programeere.energy.gov Weatherization Assistance Program Website: https://www.eere.energy.gov/weatherization/ PMC Website: https://www.eere-pmc.energy.gov/ WAPTAC Website: http://www.waptac.org Weatherization Plus Website: http://www.weatherizationplus.org Oak Ridge National Lab Website: http://weatherization.ornl.gov Websites
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