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Training and Equipping an Expanded Weatherization Workforce
2006 NASCSP Mid-Winter Training ConferenceWashington, DCFebruary 3, 2006
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Position DescriptionCurrent Quantity
Anticipated Number
Required
Crew workers/installers 5,700 39,000
Crew chiefs 1,500 4,000
HVAC contractors ?? 1,000
Energy auditors 1,000 3,000
Inspectors 900 2,000
Local agency coordinators 900 3,000
Technical monitors 125 350
Program/admin monitors 125 350
Client education specialist 250 750
Intake/Eligibility 1,000 4,200
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• How do we train them?• What do they need to know?• What equipment do they need?
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How Do We Train Them?• Conferences• Training centers• On-site training• Online training
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ConferencesPro• Peer-to-peer exchange• Meet the experts• Many topics• New ideas• Current issues
Con• Travel cost• Production loss• Many may not be
able to attend• Time constraints
limit depth/detail• Hands-on
opportunities are limited
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Training CentersPro• Comprehensive,
standardized training on selected topics
• Furnace labs & equipment set-up allow more hands-on training
• Required attendance• Environment lends
itself to certification if desired
Con• Time & expense
building &/or setting up facility
• Travel cost• Production loss
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On-Site Training Pro• Local housing stock &
tools• More hands-on action• Training site can count
towards production• Less travel required
Con• Huge trainer effort,
burnout worries• Training site can be
less than ideal• A lot of scheduling &
prep work required • May try to tackle too
much • Class size very
limited• Possibility of bad
weather
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Online Training Pro• Aside from bandwidth,
there is no limitation on class size
• No travel required• Content and
instruction are consistent across country
Con• No hands-on
component
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How Do We Train Them?• 10 Weatherization training centers listed on WAPTAC:
– Corporation for Ohio Appalachian Development, Ohio– CASE Training and Energy Services Center, West Virginia– Indiana Community Action Association Training Center,
Indiana– PG&E Stockton Training Center, California– Weatherization Training Center, Pennsylvania– Montana Weatherization Training Center, Montana– Kansas Building Science Institute, Kansas– New River Center for Energy Research & Training, Virginia– Association for Energy Affordability, New York– Southwest Building Science Training Center, Arizona
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Other Training Centers• NYSWDA Training Center, Syracuse, NY• Mobile Home Training Center, Lynchburg, VA• Community and Economic Development Association (CEDA),
Chicago, IL • Linn State Technical College, Linn, MO• The Learning Center at Sun Power, Denver, CO• Building Performance Center, Opportunity Council, Bellingham,
WA• The creation of a few more training centers were being
considered even before talk of ramp up• While not having official training centers, many states use local
agencies to host standardized weatherization training courses throughout the year
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Training Centers• How much can existing training centers
realistically increase capacity?• How many new training centers are needed?• Who establishes new training centers?
– Existing training centers establish new satellite offices?
– State uses T&TA funds to create new training centers?
– Private, for-profit companies create new training centers?
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Training Center Ramp Up• Increasing production from 150,000 to 1,000,000 per
year represents a multiplier of 6.7• 16 existing training centers x 6.7 = 107 • Start-up costs
– (107 – 16) x $180,000/center = $16,380,000• Ongoing operating costs
– 107 x $290,000/center = $26,390,000/year
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Training Centers• How large should a typical new training center be?• How many trainers does a training center need?• Where are new training centers most needed?• How long does it take to establish a new training
center?• How much does it cost?• Facilities?
– New construction, conversion of existing building, existing vocational tech facility?
– What equipment and layout are best?
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Other Training Resources• Private companies and non-profit organizations that
provide weatherization training:– R.J. Karg Associates, Topsham, ME– Saturn Resources Management, Helena, MT– Vermont Energy Investment Corporation, Burlington, VT– Wisconsin Energy Conservation Corporation, Madison, WI
• A small network of independent trainers offer varying forms of on-site training
• State technical monitors• Peer-to-peer trainers
– Circuit rider• Local weatherization agency association trainers
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On-Site Training• What is the existing capacity of this delivery
mechanism?– How many people new to Weatherization could the
existing on-site training capacity get trained in 6 to 9 months?
• How many traveling trainers could be added from the existing training network?
– How much would this increase training capacity?
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On-Site Training• Where can we find new trainers capable of providing
comprehensive, hands-on, on-site training?– How many do we need to hire?– How long will it take to train the trainers?– What do they need to be trained on?
• What vehicles and equipment will traveling trainers need?
– Fully outfitted crew truck or trailer and tow vehicle?– Multiple manometers and combustion analyzers so more
than one student can push buttons and see screens at a time?
– Training props
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On-Site Training Ramp Up• “Non-training-center” portion of the training
infrastructure must also increase almost 7 fold• This crude estimation likely under-predicts need:
– Existing training infrastructure is struggling to meet current need in some areas
– Many new trainees will be starting from scratch instead of being on the job for several weeks or months
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Online Weatherization Training• Online Weatherization training has many advantages:
– No travel– No limitation on class size– Many trainees can quickly become familiar with the
Weatherization Program and whole-house weatherization basics
– Subsequent hands-on training can start at an advanced level• Saturn Resource Management has developed online courses for
Weatherization providers, BPI certification, and HERS raters– Based on core competencies developed by Weatherization
Trainers Consortium– Available at http://srmi.biz/bpt/
• A separate, pilot online training module on zonal pressure diagnostics will be also be available online later this month
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Distance Learning• Pennsylvania’s Weatherization Training Center and
others have offered distance learning on Weatherization and building science over the internet
• Model could be used by other training centers and independent trainers to extend their reach and capacity
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Hands-On Training• Online training and distance learning are only part of
the answer• Hands-on training and on-the-job apprenticeship are
vital components to effective Weatherization
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What do they need to know?• Core competencies• Standardized curricula
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Core Competencies• Specialized knowledge and skills are required at the
local, state, and federal level to run an effective Weatherization Program
• While there is a general understanding of the competencies required, these had not been articulated on a national scale
• The Weatherization Trainers Consortium published a set of core competencies to increase awareness and raise expectations
• The competencies that a weatherization worker should possess depend on their position
– For example, an auditor needs to conduct diagnostic testing that may not be required of an installer
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Core Competencies• The point of entry also dictates which core
competencies are required– An entry-level installer requires a minimum set of
competencies. – This installer must acquire additional skills to become a
crew chief, and still more to become an auditor– A new auditor hired off the street must already possess
auditor-level competencies as a condition of hire• These increasing levels of competency also provide a
career or development path for agency and contractor personnel
• The core competencies document and matrix is available on http://waptac.org/si.asp?id=1259
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Core Competencies• Provided for the following topical areas:
– Basic competencies– Safe work practices– Building evaluation– Measure installation– Final inspection– Consumer education– Monitoring– Program management– Training
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Definitions• Competency means the possession of a 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 of means to:– 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 means 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.
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Energy Auditor Competencies• Prerequisites
– Possess Safe Work Practices, Installer, and Crew Chief competencies.
– Possess a working knowledge of building science principles.• Inspection and Measurement
– Possess a working knowledge of:• Air and heat flow in buildings;• Factors that affect building heat loss;• Construction features and critical junction points of
common housing types;• Insulation R-values;• Different insulation materials and installation techniques;• Various air-sealing techniques and appropriate materials;
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Energy Auditor Competencies• Inspection and Measurement
– Possess a working knowledge of:• Causes of and remedies for existing and potential
moisture problems;• Causes of and remedies for other existing and potential
indoor air quality problems;• Residential mechanical ventilation systems;• Minimum ventilation rates/building tightness limits based
on the appropriate ASHRAE 62 standard; and• Electric base-load usage.
– Demonstrate the ability to:• Measure the dimensions of floors, walls, ceilings,
windows, and doors, and compute surface areas;
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Energy Auditor Competencies• Inspection and Measurement
– Demonstrate the ability to:• Compute the volume of conditioned space of a building;• Define the thermal envelope of a building;• Assess the effectiveness of existing insulation and the
effective R-values; and• Analyze utility bills including breaking out base-load
usage from heating and cooling usage.• Diagnostic Testing
– Blower door• Possess a working knowledge of:
– Principles of air movement and how they relate to building heat loss;
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Energy Auditor Competencies• Diagnostic Testing
– Blower door• Possess a working knowledge of:
– Typical air leakage problems in common housing types; and
– Minimum ventilation rates.• Demonstrate the ability to:
– Set up a blower door;– Prepare a building for a blower door test; and– Take blower door reading and interpret results.
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Energy Auditor Competencies• Diagnostic Testing
– Zone pressure diagnostics• Possess a working knowledge of:
– The air barrier of a building and the importance of aligning it with the thermal barrier; and
– Primary and intermediate zones of a house.• Demonstrate the ability to:
– Conduct zone pressure diagnostics and interpret results; and
– Determine the location and effectiveness of the air barrier of a house.
– Duct testing• Possess a working knowledge of:
– Problems associated with different types of duct leakage.
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Energy Auditor Competencies• Diagnostic Testing
– Duct testing• Demonstrate the ability to:
– Determine dominant duct leakage; and– Conduct pressure tests. Potential tests include:
»Pressure pan»Duct Blaster»Delta-Q
– Seal duct leaks with appropriate materials and good workmanship.
– Measure room pressure imbalances in houses with forced-air systems.
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Energy Auditor Competencies• Diagnostic Testing
– Steam and hot water distribution system testing• Possess a working knowledge of:
– The components of typical steam and hot water distribution systems and the characteristics of their proper operation.
• Demonstrate the ability to:– Test air vents, steam traps, thermostatic radiator
valves, and hot water zone valves; and– Estimate the energy impacts of existing overheating
problems.– Base-load systems
• Demonstrate the ability to:– Meter electrical devices to determine their annual
energy consumption.
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Energy Auditor Competencies• Combustion Appliance Safety
– Possess a working knowledge of:• CO action levels;• Common code requirements related to:
– Vent system sizing, materials, clearances, and installation;
– Safety shut-off devices; – Gas line sizing; and– Combustion air;
• Causes of and remedies to common vent system problems.
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Energy Auditor Competencies• Combustion Appliance Safety
– Demonstrate the ability to:• Measure the CO level in ambient air;• Measure the CO level of vented and unvented
combustion appliances;• Measure the CO levels of gas- or propane-fired cook
stoves (oven and burners);• Understand the difference between as-measured and air-
free CO readings;Detect natural gas, propane, and fuel oil leaks;
• Conduct a worst-case draft test of a combustion appliance zone;
• Measure the CAZ to assure sufficient volume for combustion air;
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Energy Auditor Competencies• Combustion Appliance Safety
– Demonstrate the ability to:• Clock a gas meter to determine the actual input of a gas-
fired combustion appliance;• Conduct basic temperature-rise and static-pressure-drop
tests on forced-air furnaces;• Measure the steady-state efficiency of a vented
combustion appliance; and• Assess the potential inadequacy of supply and return
plenum and duct sizes for forced-air systems.
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Energy Auditor Competencies• Measure Selection
– Possess a working knowledge of:• What materials are allowed to be installed based on 10
CFR 440 Appendix A;• The regulatory and policy requirements for selecting
weatherization measures using DOE-approved energy audit software or priority lists; and
• The interaction between typical weatherization measures (e.g., the impact of air-sealing and insulation measures on the potential savings of heating efficiency improvements).
– Demonstrate the ability to:• Use a DOE-approved energy audit to input accurate
building data and recommend appropriate, cost-effective weatherization measures;
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Energy Auditor Competencies• Measure Selection
– Demonstrate the ability to:• If required, use a DOE-approved priority list to select
appropriate, cost-effective weatherization measures; • Prioritize air-sealing efforts;Estimate the heating and/or
cooling load of a dwelling to ensure proper equipment sizing if the heating or cooling system is to be replaced;
• Select the proper CFL to replace an incandescent lamp while maintaining or improving lighting levels; and
• Meter an existing refrigerator or locate its DOE tested usage in a database to estimate annual energy consumption.
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Energy Auditor Competencies• Work Scope Development
– Demonstrate the ability to:• Accurately estimate the type and quantity of materials
required to cost-effectively weatherize an eligible dwelling unit; and
• Prepare clearly written work orders for work crews or contractors.
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Vehicles & Equipment CostCrew truck $50,000 - $70,000
GPS, battery jump kit, tools for truck maintenance $500
Insulation equipment $12,500
Generator, cords, & connectors $2,600
Blower door & related tools $3,200
Combustion testing equipment $2,000
Infrared camera $10,000
Other diagnostic equipment, tools, tool bags, etc. $5,000
Hand tools $1,500
Personal protection equipment & code books $1,000
TOTAL $88,300 - $108,300
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Vehicles & Equipment• Approximately 12,000 new crews must be outfitted
– 12,000 crews x $88,300/crew = $1,059,600,000• A 7-fold ramp-up may strain equipment
manufacturers, distributors, and vendors causing:– Delays in purchasing new equipment– Delays in getting existing equipment repaired or calibrated– Trouble getting parts– May need to explore alternate vendors
• Effective Weatherization requires heavy-duty, commercial-grade equipment
• Maintaining $1 billion in vehicles and equipment is no small endeavor
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• Big commercial-sized, truck-mounted machines have advantages
• Increased flow rate• Larger hopper capacity• Dedicated power
supply• Gas powered, or• Power take-off
• Some believe the big rigs require less overall maintenance and the required maintenance is easier to perform