Administrations Request was $164'198 million

1
2007 Weatherization Budget

• Administrations Request was 164.198 million
• House Mark is 254.554 million
• Senate Mark is 204.550 Million

2
Production and Reporting

• FY 2004 -- 100,026 homes
• FY 2005 83,000 homes to date
• FY 2006 Goal 93,700

3
Production Goals (thousands)
4
Funding and Expenditures (millions)
5
Why Reporting Is Important

• Increased pressure from Congress for results
• Future allocations are based on ability to serve
  population
• DOE Management supports well managed programs
  (i.e. results and dollars)

6
What DOE Needs from Grantees

• Quarterly Financial and Program Reports
• Timely submission
• Final Reports for Year ASAP
• Confidence in Data Reported
• Meet Annual Goals

7
National Evaluation of the Weatherization
Assistance Program

• Program Evaluation To Focus On PY 2006 Homes
• DOE Has Initiated 90-Day Federal Register Public
  Comment Process, Will Then Seek OMB Approval For
  the Survey Plans
• Experimental Plan, Designed By Oak Ridge, Will Be
  Peer- Reviewed In September

8
National Evaluation of the Weatherization
Assistance Program

• Network Advisory Committee Will Be Asked To
  Comment On Plan and Survey Instruments During
  August and September
• Core Studies In The Evaluation Will Be Put Up For
  Competitive Bid With Winners Selected In 1st
  Quarter of Calendar 2007, OMB willing

9
Energy Audits Weatherization Assistant Update

• Version 8 Training held in 9 states and at three
  conferences
• Next release expected August 2006
• NEAT/MHEA Users Manual updates nearly complete

10
Energy Audits -Revalidation Mobile Homes

• Every Five (5) years, per WPN01-4 (6 States
  Outstanding)
• During 2006 All states must submit their Mobile
  Home energy audit procedures for review
• Implementation of a Mobile Home audit by all
  states may be required in 2007

11
State examples re Mobile Homes

• Indiana, Minnesota, and South Dakota recently had
  MHEA-based mobile home procedures approved
• Colorado uses TAP for mobiles
• Kansas uses REM/Rate
• Washington uses TREAT

12
Small Multifamily Audit Update

• Beta version delayed to August, 2007 (due to
  National Evaluation)
• Focus will be on buildings with less than 20-25
  units
• Approach will use the NEAT Engine
• Version 8 platform allows
• Multiple occupants
• More than one audit (unit) per client (building
  owner)
• Unlimited HVAC systems per building description

13
Small Multifamily Audit Update Cont.

• Major modifications include
• Central heating and water heating
• Envelope constructions (e.g. flat, tarred roofs)
• Common areas
• Multiple water heater and refrigerator
  replacements
• Steam / hot water heat distribution and related
  measures
• Infiltration measurement and reduction techniques

14
Grant.gov WinSAGA

• WAP to use Grants.gov beginning in 2007
• All grantees will use same process as in 2006
• Those states without WinSAGA, PMC staff will
  continue to enter data in WinSAGA
• WinSAGA will provide the interface with
  Grants.gov
• WinSAGA expected to be around at least through
  2007

15
Grant.gov WinSAGA

• DOE currently developing STRIPES (Strategic
  Integrated Procurement Enterprise System)
• DOE will keep Grantees informed of progress
• Doe will provide training when it becomes
  available

16
Grant Guidance for 2007

• Development currently in progress
• Known changes from 2006 are
• All Grantees will transition to Grants.gov via
  WinSAGA
• Maximum Per Unit Average will be adjusted
• New language addressing EPACT 2005 Renewables
  3000 PUA

17
Grant Guidance for 2007 Cont.

• Looking at cap of 15 on leveraging dollars
• Mobile Home audit implementation
• States Managers Meeting co-located with NASCSP
  Fall Training Conference, October 31-November 3,
  2006 in Providence, Rhode Island

18
Hot Climate Initiative

• Whole-House Weatherization Training for
  Hot-Climate States

19
Overview

• Under development since 1995 Dallas 2001
  Phoenix meetings
• Main purpose is to develop climate-specific
  strategies to elevate energy saving performance
  in hot climate states
• Intensive, hands-on, week-long training in WX
  best practices
• Piloted in Mississippi, 2002 Georgia 2005
• Florida received training in July 2006 South
  Carolina next
• Other states expressing interest Oklahoma
  Louisiana

20
Whole-House Training

• Crews Contractors trained in
• Energy Auditing
• Diagnostic Testing
• Health and Safety testing
• Retrofit Installations
• How to set up, operate, and maintain equipment
  such as
• Commercial-grade insulation blowers, generators,
  power tools, blower doors, and combustion
  analyzers
• Trucks or trailers to maximize weatherization
  production

21
Whole-House Training - Cont.

• Challenges
• Characteristics of housing stock and variations
• House sealing, indoor air quality and moisture
  problems
• Extensive use of un-vented gas or propane space
  heaters
• Poorly equipped and trained subcontractor
  infrastructure

22
Tribal Opportunities

• Increase WX service to Tribes

23
Weatherization Rule, 10 CFR Part 440.11 Native
Americans

• Low-income members of Indian Tribes shall receive
  benefits equivalent to other low-income persons
  in the State

24
Basis

• Native Americans traditionally under-served
• American Indian Reservation Lands not part of
  Community Action Network
• No direct links between Tribes and CAAs
• Tribal sovereignty, cultural differences,
  geographic barriers
• Lack of adequate funding to sustain small
  programs
• Poor housing stock

25
Current WX Collaborations

• Pathways ITCA Project to connect local agencies
  with Tribes in Arizona
• Northwest Sustainable Tribal Energy Partnership
  (NSTEP) Collaboration between Tribes and
  State/Local/Federal agencies
• DOE Tribal Energy Program Interface with DOE WAP

26
What we do

• Encourage communication between Tribes and Local
  Agencies
• Share information among Federal
  Agencies/States/Tribes
• Explore new ways of working with Tribes
• Encourage maximum leveraging opportunities and
  partnerships

27
Future Plans

• Continue collaborative efforts
• Increase interaction between WX and other DOE
  Programs
• Support Training and Technical Assistance for
  Tribal Programs

28
Multi-Year Project Plan
A Roadmap of Key tasks, including major
milestones, to manage a particular program

• Based on
• Presidents Management Agenda
• EERE Strategic Plan
• Multi-Year Project Plan
• Weatherization Plus

29
Multi-Year Project Plan

• For Weatherization, these Key tasks include, but
  are not limited to
• Issue Weatherization Grants to States
• Support Energy Audits
• Conduct Technical Training/Projects
• Plan and Conduct Weatherization-related
  Conferences
• Conduct Weatherization-related Peer Exchange

30
Multi-Year Project Plan

• (Key tasks cont.)
• Conduct Weatherization Evaluations and Studies
  (excluding National Evaluation)
• Conduct National Evaluation
• Maintain Weatherization Assistance Program
  Technical Assistance Center
• Provide Support for Network Activities

31
Weatherization Plus

• Our Future, Our Vision
• Where We Want to Be in 2010

32
Weatherization Plus Vision

• By 2010 Weatherization will become the center of
  the nations Low-Income, Affordable Residential
  Energy Efficiency delivery network, wherein,

33
Weatherization Plus Vision (cont.)

• Builders are inspired to build better homes
• Every state/local agency has excellent resources
  available
• Sustainability is a considered factor in
  Weatherization decisions

34
Overview

• Evolution of the Weatherization Assistance
  Program from its traditional focus on heating and
  cooling energy conservation to an expanded focus
  on whole-house energy usage and whole-community
  efforts.

35
Whole-House Approach

• Incorporates advanced technologies
• Addresses the comprehensive energy usage in
  low-income homes
• Addresses related health and safety improvements

36
Team Result

• Expanded Resources Leveraging/Partnerships
• Consistent Delivery of Quality Services
• National Information Exchange Resource

37
National Evaluation of the Weatherization
Assistance Program

• Network Advisory Committee Will Be Asked To
  Comment On Plan and Survey Instruments During
  August and September
• Core Studies In The Evaluation Will Be Put Up For
  Competitive Bid With Winners Selected In 1st
  Quarter of Calendar 2007, OMB willing

38
New Opportunities

• Legislative and regulatory change
• Section 206 of EPACT 2005
• Adds biomass renewable energy system
  definitions
• Establishes an adjusted 3000 average-cost-per-uni
  t
• Defining and evaluating acceptable technologies
  and systems for use in
• weatherization www.wapsirtt.org
• June 22nd Notice of Proposed Rulemaking (comments
  by 7/24)
• June 22nd Direct Final Rule in Federal Register
  (effective 8/21)
• Changes final unless there are significant
  adverse or critical comments

39
New Opportunities

• U.S. EPAs Great American Woodstove Changeout
• www.epa.gov/woodstoves addresses the need for
  using EPA certified stoves, the need to change
  out older models and how to launch and integrate
  such activities in your work
• Supplemental Environmental Projects (SEP) as a
  new possibility to leverage additional resources
  to implement the work
• As part of a settlement agreement, an alleged
  (pollution) violator voluntarily agrees to
  undertake (fund) an environmentally beneficial
  project related to the violation in exchange for
  mitigation of the penalty to be paid.

40
Annual Operating Plan (AOP)

• Continue to fund projects through AOP
• Priorities for PY 2007 are the same as for 2006
• Continue laying the foundation for Weatherization
  Plus
• Increase technical and management training

41
Annual Operating Plan (AOP) Cont.

• Develop climate/geography-specific strategies
• Support Public Information Campaign
• Enhance energy savings through new energy audit
  tools and improving data collection methods

42
Guidance for PMC TTA AOPs

• Continue laying the foundation for implementation
  of Weatherization Plus including leveraging of
  other funds
• Increase technical and management training and
  continue to build the technical base of the
  program
• Develop climate/geography specific strategies to
  enhance energy savings requests that support
  the hot climate initiative will get the highest
  consideration

43
Guidance for PMC TTA AOPs Cont.

• Support efforts to expand and enhance the Public
  Information Campaign
• Enhance the understanding of actual energy
  savings by developing and verifying new energy
  audit tools, and improving data collection
  methods to enhance program management and
  metrics.

44
Previous Examples of AOP Activities

• Central
• Regional Conferences
• Peer Exchange
• Projects
• Web-based Index System
• Wx. Library
• Web-site
• Purchased and distributed CHEC training modules
• Training
• Multiple state training workshops
• Lead-safe Wx. curriculum training
• Mold awareness curriculum training
• Contractor Support

45
Previous Examples of AOP Activities

• Midwest
• Regional Conferences, such as the Columbus, OH
  event
• 8/15-17, 2006
• Applied research, most recently Delta Q duct
  leakage testing
• Midwest Best Practices Field Guide
• Launching a training center w/ BPI certification
  capability
• DOE-HUD collaborations in multi-family housing
• Wx-Energy Star collaborations, such as the
  refrigerator
• database energy audit tool refinements
• Administration training, most recently a forum
  on monitoring
• Peer exchange contractor support, including
  ongoing
• availability for state succession planning

46
Previous Examples of AOP Activities

• Western
• Established Southwest WX. Training Center in
  Phoenix
• Regional Conferences
• Peer Exchange
• Maintain and expand website www.energyoutwest.or
  g
• Pathways for Successful Tribal Weatherization
  Network
• Regional Weatherization Field Guide
• Evaluation of Energy Savings in Hot, Dry Climates
• Building Performance Institute (BPI)
  certification for training centers in WA and AZ
• NW Crawlspace Mechanical Ventilation Study
• WAP Program Management Training Curriculum

47
DOE Weatherization Monitoring

• Current guidance Weatherization Program Notice
  01-6
• as with all recent guidance, find it at
  www.waptac.org
• DOE monitors direct grantees at least once every
  two years
• Grantees monitor subrecipients at least once
  every year
• Importance to document, document, document!
• Working group to update the SEP and WAP
  monitoring guides
• DR and workgroup developing technical
  monitoring tool,
• administrative programmatic tools a future
  possibility
• www.wapsirtt.org contains a number of Midwest
  monitoring instruments under the new
  technologies tab

48
Health Safety

• Not much has changedheres whats in the hopper
• Lead Paint Weatherization
• Lead-Safe Weatherization
• Pollution Occurrence Insurance Liability
• Mold, Moisture, Mold Awareness
• Lead paint Study

49
Lead Paint in the WAP - (Nothing New)

• Asbestos and radon in the 1990s
• Title 10 HUD Housing Legislation in 1998
• Applicable to all HUD related housing activities
• Sets compliance standards for lead hazard control
• Weatherization exempt from HUD compliance levels
• Lead-Safe Weatherization activities integrated in
  2001
• Health and Safety Plans in state applications in
  2002 updated in 2005

50
Lead-Safe Weatherization

• Workers must conduct activities in a safe manner
• 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

51
Pollution Occurrence Insurance

• No affordable coverage in market
• 13 month investigation by NASCSP
• Liability market unfriendly after 9/11
• Worked with several carriers and brokers
• BC Environmental contacted and joined Project
• American Safety identified as carrier for POI

52
Pollution Occurrence Liability - Cont

• Cost related to volume of work to be covered
• Greater volume of work lowers per unit cost
• Incidental environmental disturbance covered
• Not a lead paint policy

53
Mold and Moisture

• 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

54
Mold and Moisture - Cont.

• Amend 2005 H S plans to include a mold awareness
  training protocol/checklist
• DOE will develop checklist for those States that
  need one
• Need some form of notification/disclaimer to
  client or landlord about the presence of mold
• 2005 State plan must have a description of
  training plan on awareness of mold and moisture
  hazards

55
Analysis of Lead-Safe Weatherization Procedures

• Study Being Conducted by National Center for
  Healthy Housing (NCHH) with results due by end of
  2006
• Seven agencies from Maryland and Rhode Island
  initially provided 40 units for study
• Due to high attrition two agencies and 20 units
  added from Indiana in 2006

56
Analysis of Lead-Safe Weatherization Procedures

• Indiana units focused on dust dispersion
  activities like blower door and dense-pack
  insulation
• All crews were trained in Lead-Safe
  Weatherization
• Preliminary results are encouraging but may
  indicate need for greater emphasis on cleanup
  techniques

57
Public Information Campaign

• Created in cooperation with the National
  Association of State and Community Services
  Programs (NASCSP)
• Purpose To get the word out about the
  Weatherization Assistance Program to
• The whole Weatherization network
• National, State, and Local Officials
• The public at large

58
Public Information Campaign Cont.

• Branded the Program with the logo
  Weatherization Works!

59
Public Information Campaign Cont.

• Weatherization Day created, is nationwide, on
  October 30
• In 2005 alone, 18 States local agencies held
  activities celebrating Weatherization Day
• Activities include Site Demonstrations for Local
  and State Officials including Representatives,
  Senators, and Governors

60
Client Education

• Is an allowable expenditure under program
  regulations
• Is a critical part of the Weatherization process
• Is the process of explaining what measures are
  being installed on clients homes as well as what
  the client can do to maintain those measures
• Provides additional tips to clients on what they
  can do on their own to further improve the energy
  efficiency of their home and reduce their energy
  bill.