FALL CONFERENCEAUGUST 2015

Donna Billiard Wright - IHCDARay Judy – IHCDA

Pamela Emery – IHCDASteve Osborne - IHCDA

Emily Evans – Healthy Homes Intern

WELCOME

•Thank you for being here!

•Please complete surveys!

•Weatherization Round Table Sessions

IHCDA’s Vision and MissionOur Vision for Indiana:

An Indiana with a sustainable quality of life for all Hoosiers in the community of their choice.

Our Mission:To provide housing opportunities, promote self-sufficiency, and

strengthen communities.

To accomplish this we will:1.Promote place-based initiatives that will allow Hoosiers opportunities to improve their quality of life.2.Create and preserve housing for Indiana’s most vulnerable population.3.Enhance self-sufficiency initiatives in existing programs.4.Improve our efficiency by expanding Continuous Improvement, including LDMS, to all of IHCDA

INCAA Now on Social MediaFind them on Twitter:    @IntelligentWXFind them on Facebook:     Intelligent Weatherization

INCAA ContractClassroom requirement lowered from five to threeAs needed T&TA addedAdded an additional SATT and Competency Maintenance – total of three each Program Managers need to be proactive in utilizing the availability of available training 

DOE GUIDANCE

Waptac.org

Federal information moving to DOE’s website Waptac may “go down” due to NASCSP’s reduced

DOE funding DOE’s website is found at:

http://www.energy.gov/search/site/weatherization

DOE UPDATES

$7,000.00 average cost per home

Development of multi-family QCI training

Reauthorization for WAP in process in Congress

Variances Approved Will be attached as appendances to the updated Policy

Manual

DOE REQUIREMENTS

Alignment of Field Guide with SWSStandard Work Specifications (SWS)

Effective April 1, 2015 Let INCAA & IHCDA know concerns and questions

Have you received any feedback so far? How do you know staff and contractors are using

and following the new guidelines and information? How are staff and contractors accessing the

information?

QCI REQUIREMENTS Implementation of DOE Quality Control Inspector

Certification Became effective April 1, 2015 35 QCI’s in WX Network 7 QCI’s combined between INCAA & IHCDA

DOE Timeline Effective April 1, 2015 every DOE completion must be

inspected by QCI certified individual Effective April 1, 2015 the person performing the

initial audit cannot perform final inspection

QCI ISSUES

Discussion for Thursday morning Round TableWhat have been the complications so far?Have re-works increased?What are the biggest concerns moving forward?

ReminderUsing contractors or another sub-grantee, timing for inspections at the close of a grant or other high volume time periodsTesting payment points in INCAA’s contract

TRAININGSemi Annual Technical Trainings [SATTs]Dates set (held at INCAA)

Optimizing WX Resources for Auditors September 1, 2015 – NCCAA September 2, 2015 – INCAA September 3, 2015 – SCCAP

Energy Auditor (SATT)- September 10, 2015 Mechanical (SATT)- February 24, 2016 On INCAA’s website now & registration is open Intended for larger audiences [75 per venue] Please take advantage of this training!

TRAINING

DOE Energy Auditor Training

INCAA has developed transitional training Completed and on INCAA’s schedule Testing payment points in INCAA contract for

national Energy Auditor Certification Written and skills testing available Seven DOE/BPI Energy Auditors in Indiana

Four within INCAA Three within the WX Network

TRAINING

No-Shows & Cancellations

Implemented January 1, 2015 No shows: $50.00 charge Cancellations within two days of class: $25.00 charge Funds are payable to INCAA and put into the Wx

training programs – PAYMENT IS REQUIRED!! Failure to pay could result in inability to register for

future classes Since January 1st:

‐ Six late cancellations‐ Fourteen no-shows‐ $975.00 in fees

PROGRAM UPDATES

Financial Monitoring

Combined Monitoring Has Begun

Engaging Solutions chosen as contractor CSBG, EAP, WX and IDA will eventually be

monitored at same time Year one includes WX Financial Monitoring Year two includes WX Financial & File Monitoring

MONITORING UPDATES

Monitoring Schedule

Engaging Solutions will perform visits May 2015 – April 2016 Steve will continue to schedule his visits as production is

completed Three sub-grantees have received monitoring visits By the end of August five sub-grantees will have received

monitoring visits

Monitoring Issues

Wait lists Zero Income Form – failing to notarize Copy complete file for technical monitoring visits Inventory tracking

DRAFT

POLICY MANUAL UPDATES

Section 100: No significant changes

Section 200:The following are now requirements instead of recommendations:Section 202: Applicant Deferral Notification Letter- must include the detailed process described in Section 103 of the manualSection 202: Heating system form- must be completed during the initial inspection of the system on every homeSection 202: Gas Cook Stove Form- Any information regarding the appliance condition, operation, or repair must be noted on this form

DRAFT

POLICY MANUAL UPDATESSection 300:Section 302.9: Fuel Switching- The fuel switch request must include a properly completed NEAT or MHEA run.

http://www.waptac.org/data/files/website_docs/government/guidance/2015/wap%20memorandum%20011%20clarification%20on%20fuel%20switching%2005%2006%2015.pdf

Section 400: Section 401: Budget modification forms may be submitted via email for processing, hard copy original no longer required.

DRAFT

POLICY MANUAL UPDATESSection 500: Section 502.5: Request for Qualifications and Request for Proposals- Sub-grantees are encouraged to seek out assistance from their counterparts within Indiana’s Weatherization Network who have the capacity to provide support or take on additional work. This step could result in avoiding the need for the RFQ or RFP process. Section 503.1: Average cost increase:

• Base up to $7,000 from $6,000• Mechanical up to $4,500 from $3,000• CI up to $11,500 from $10,000

DRAFT

POLICY MANUAL UPDATES

Section 600:

Section 604.1: Continuing Education Units (CEUs)- required CEU’s decrease from 24

to 16 SATTs and Competency Maintenance Trainings will continue to

count 4 CEUs All other trainings will be rated as hour for hour

DOE FUNDING UPDATES2013-2014 Allocation: $3,876,713.00

Network Closed Out at 83% and Weatherized 541 homes

2014-2015 Allocation: $4,752,406.00

Network Closed Out at 94% and Weatherized 617 homes

2015-2016 Allocation: $5,183,585.00

As of Aug 10, the Network has claimed 13%

LIHEAP FUNDING UPDATES

2012-2013 Allocation: $14,257,573

Network Closed Out at 87%

2013-2014 Allocation: $11,059,599

Network Closed Out at 90%

2014-2015 Allocation: $9,718,101

As of August 10, the Network had claimed 58%

STATE LIHEAP FUNDING UPDATES

2012-2013 Allocation: $924,925.00

Network Closed Out at 88%

2013-2014 Allocation: $382,794.00

Network Closed Out at 69%

2014-2015 Allocation: $774,667.00

As of August 10, the Network had claimed 39%

TO SPEND IT OR NOT?

BenchmarksAgency establishedReviewed quarterlyCould result in decrease or increase in funding

Expenditure Trends – Average Cost per Home Average BASE cost increased to $7000.00Average Mechanical cost increase to $4500.00 (proposed)

Future Spending CapacitiesWhat is your comfort level?

HEALTHY HOMES TEASERSECTION 900

Thinking Outside the Box

Funding Considerations

QUESTIONS OR CONCERNS

Any final questions or concerns for IHCDA?

Please complete survey!

Thank you for being here!