minnesota department of commel~c-·emn.gov/commerce-stat/pdfs/wthrztn-midyear-training-fy16.pdf ·...

PY16 Midyear Policy Meeting

MN Weatherization Assistance Program

January 18, 2017

MINNESOTA DEPARTMENT OF

CoMMEl~c-·E

Welcome & Introductions

• Name

• Organization - office location

• Work as it relates to the MN WAP

• Number of years in WAP

~ NoSMMERCE _____________________________________________________ _

Midyear Meeting Goals

PURPOSE: To provide ongoing clarity,

consistency, and communication

• Update network on required policy changes

& training activities

• Provide first glance at PY17

• Gather input on WAP software

~ NoSMMERCE _____________________________________________________ _

Midyear Meeting Agenda

• Program Update

• The Fiscal Picture

• Federal Update

• Renewable Energy Equipment Grant Program

• Training Activities Update

• Network Activity

* Working lunch *

• Policy Updates

• Monitoring summary

• Software discussion 4

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING PROGRAM UPDATE

Staffing

Fiscal Update

Program Activities

Federal Update

~ NoSMMERCE _____________________________________________________ _

MN State WAP Team

• Bill & Michelle: oversight

• Jake: coordinator

• vacant: team lead

• Dean, Ivan, and Bill: field monitors

• vacant: administrative monitor

• Ben: training & technical assistance

• Jana: fiscal

• vacant: data

~ NoSMMERCE _____________________________________________________ _

Funding Levels

PY 2016

DOE - Nationwide: $213,814,000

DOE - Minnesota: $9,157,907

1 New York $18,794,102 8.8%

2 Michigan $14,397,981 6.7%

3 Pennsylvania $13,754,306 6.4%

4 Ohio $12,670,127 5.9%

5 Illinois $12,503,393 5.8%

6 Minnesota $9,157,907 4.3%

7 Wisconsin $8,147,306 3.8%

8 Indiana $6,193,959 2.9%

9 Massachusetts $6,058,804 2.8%

10 California $5,857,131 2.7%

Funding Levels

PY 2016

How Minnesota compared to other states:-about half the size of New York (largest)

-larger then the bottom 16 Grantees combined

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

$14,000,000

$16,000,000

$18,000,000

$20,000,000

0 10 20 30 40 50 60

Funding Levels

MN USDOE & EAPWX Allocations

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

$14,000,000

$16,000,000

$18,000,000

2004 2006 2008 2010 2012 2014 2016

EAP/WX transfer

DOE Allocation

Funding Levels

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

2004 2006 2008 2010 2012 2014 2016

MN DOE & EAP/WX combined

PY16 Spending Status

Service Provider Allocations

• EAPWX A2106

– Closed 9/30/16

– 100% spent down

– Great job!!

Service Provider Allocations (July-Nov.)

• DOE - 37% spent statewide

– Total allocation $8,052,017.00

– Total spent $2,978,241.34

– Percent spent ranges from 0% - 69%

• EAPWX A2107- 13.5% spent statewide

– Total allocation $8,785,479.82

– Total spent $1,374,931.18

• Propane 28.8% spent statewide

– Total allocation $ 318,805.64

– Total spent $91,859.36

Funding End Dates

• DOE - PY16:

– 100% spent by 6/30/2017

– No possible carry over (end of federal contract)

• EAPWX A2107:

– 75% spent by 6/30/2017

– 100% spent by 9/30/2017

• Propane - PY16 :

– 100% spent by 6/30/2017

– Excess balances will be reallocated statewide in PY17

PY16 Program Update

• Midyear program activity

– Audit Events:

• Completed jobs: 212

– DOE goal 818: (26% of goal)

• 402 including in process

– Health & Safety Average:

• DOE = $1,197

• EAPWX = $1,929

– Includes in progress H&S expenditures

Federal Update

• Not a lot is known at this point

- new federal administration 1/20/17

- continuing resolution 4/28/17

~ NoSMMERCE _____________________________________________________ _

Federal Update

Congress

•10 CFR 440

Department of Energy

•Weatherization Program Notices (WPN)

•Memos

MN Department of Commerce

•State Plan

•Policy Manual

•Reference Materials

Service Providers

•Contracts

•Policy Manual

•Work Orders

Federal Update

• WPN 17-1

– Grant guidance and application instructions for the

PY16 WAP State Plan

– Includes guidance that informs our policy

– adjusted average expenditure limit for PY 2017 is

$7,212 (up from $7,105).

Federal Update

• For PY16:

– State of Minnesota Allocation: $9,157,907

• Admin $948,940

• TTA $1,434,372

• Program $6,774,595

EAPWX A2108

• Goal is to release each year by March 1, but

not a guarantee

• EAP is on track to expend current funds

• As in the past with new EAPWX funds,

– first in-first out allocation approach

– 80% spend down requirement

Federal Update

Questions?

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING RENEWABLE ENERGY EQUIPMENT GRANT PROGRAM

Current funding status

Program update

~ NoSMMERCE _____________________________________________________ _

Policy Update

• SHPO

– All REEGP projects

– Use the existing WAP online submittal form.

– Add the term "REEGP " in the appropriate text field (i.e. right of way or roof)

– For solar projects:

• An aerial view of the site, showing the location and approximate size of the array

• Photos of all four sides of the building, again showing the location and approximate size of the array

Additional information can be followed through email

~ NoSMMERCE _____________________________________________________ _

Installation Amounts

• Solar Air Panels

– Equipment/Install: $8,000

– Admin Allowance: $800

• EPA Phase II certified Wood/Pellet Boiler/Furnace

• EPA Phase II certified Wood/Pellet stove

~ NoSMMERCE _____________________________________________________ _

Wood/Pellet Stove

Installed by Tri-County Community Action

Solar Air Panels

Installed by Minnesota Valley Action Council

Wood/Pellet Boiler

Installed by Tri-County Community Action

Wood/Pellet Furnace

Installed by Lakes and Pines Community Action

Reminder

• Traditional REEGP and Pilot Project

– End on June 30, 2017

• Remaining funds for Traditional REEGP: $75,000

• Low-Income EAP/WAP eligible households

• Opportunity to serve more clients

~ NoSMMERCE _____________________________________________________ _

REEGP: Traditional

• Contact information – Mark McLaughlin,

weatherization.commerce@state.mn.us

• REEGP forms: Appendix F Special Funding

http://mn.gov/commerce/industries/energy/service-

providers/wap/

Questions?

REEGP: Traditional

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING TRAINING UPDATE

Training Activities

Technical Assistance

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

35Picture: Minnesota Energy Conference, Conference Committee, used with permission

WAP Training Update

Energy Savings

36waptac.org

WAP Training Update

Client And Worker Health and Safety

37waptac.org

WAP Training Update

Quality Work

Efficient and Effective Program Management

waptac.org

WAP Training Update

• Tier 1 Training:

– Comprehensive, occupation-specific

– JTA aligned

– Accredited Agency

– e.g. Energy Auditor, QCI, Crew Leader

• Tier 2 Training:

– Single-issue, short-term

– e.g. Dense packing, crawlspace, ASHRAE

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Tier 1 PY16

– HEP Quality Control

Inspector (QCI)

– HEP Energy Auditor (EA)

– Crew Leader (CL)

– Multifamily QCI

Fond du Lac Tribal and Community CollegePicture: DSGW Architects

WAP Training Update

• New QCI Training and Certification

– Audience: Staff who will perform inspections – Who meet BPI prerequisites

– Not yet QCI certified

– 5 day training, followed by testing soon after

– At Fond du Lac Tribal and Community College

• September, 2016

• June 5-9, 2017 with testing the following week,

currently full

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• QCI Review and Retesting

– Audience:

• Currently certified QCI

• Within six months of recertification

– One day review

– Field Testing the same week

– No written test required (if CEUs are up to date)

• Weeks of February 6 and 13, 2017

• Potential for June dates (dependent on funding)

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Energy Auditor (EA)

– Audience:

• Newer Auditors to prepare for Building Analyst

• Experienced Auditors to sharpen their skills

– Two weeks (non concurrent)

– In class testing

• August 1-5 and August 15-19 complete

• January 9-13 and January 23-27

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Crew Leader (CL) Training

– Audience:

• Crew members

• Contractors (Policy Manual 6.9.2.1, 7.6.1)

• Staff who supervise crews and contractors

– 5 day training

– In class testing

– Fond du Lac Tribal and Community College

• Rescheduled for March 6-10

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Multifamily QCI (originally BA)

– Audience: QCI at agencies that:

• Currently weatherize multifamily buildings, or

• Interested in weatherizing multifamily buildings (5+)

• As space allows, auditors and coordinators can

attend (who would not receive certification)

– March 6-10 in St. Paul

– April 3-7 in Bloomington

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

Tier 2 Trainings

• Mechanical Training

• Wisconsin Technical

Training Conference

• Minnesota Energy

Conference

• Mid Year Update

• Weatherization Assistant

Duct boot manufacturing, Minnesota Energy Conference

Picture: Community Housing Partners used with permission

WAP Training Update

• CAPRW Mechanical Training Lab• Nine appliances

• Variety of ventilation and CAZ scenarios

WAP Training Update

• Heating System and Water Heater Fundamentals

– CHP won the curriculum development RFP

• Curriculum to be completed by March 1, 2017

– Training RFP will be posted soon

– Up to eight two day trainings between March and

June, 2017

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Wisconsin Technical Training Conference

– Audience: Primarily Technical Staff

– Description

• Technical Training Conference

• DOE representatives and national experts

– Wausau, WI

– September 12-15, 2016

– Five state staff and a number of SP staff attended

– Highlights

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Minnesota Energy Conference

– Audience: All WAP and EAP staff

– Sugar Lake Lodge again won RFP

– Conference Date: May 17-19

– Consider conference committee participation

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Weatherization Assistant Training

– WA for Administrative Staff

• Not scheduled

– WA Libraries and Database Management

• Not scheduled

– WA for Energy Auditors

• Northwest area one day training held in December at

Mahube-Otwa

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Other Tier 2

– ASHRAE 2016 (effective July 2017)

• Energy Conference

– Multifamily Ventilation Training for High Rise

• Techniques for Measuring

• Techniques for Upgrading Ventilation Systems

• Energy Conference

– Administrative Training

• Policy Rollout, Mid-year, and will be encompassed in Energy Conference

~ NoSMMERCE _____________________________________________________ _

WAP Training Update

• Training Survey—Thanks for Responsiveness

– Gauging needs and interest

– Important for contracting and training purposes

– Especially important for Tier 1

• CL, crews and contractors

• QCI Recertification, many are up this year

• New QCI

• Energy Auditor

• Multifamily QCI

~ NoSMMERCE _____________________________________________________ _

• Commerce Goals

– Help you do your job

– Model how to approach technical question

– Improve quality statewide

– Refine policy and procedures

– Create material for additional technical

resources

~ NoSMMERCE _____________________________________________________ _

• Resources

– Commerce Website

• DOE State Plan/ EAPWX State Plan

• Manual and Appendices

• Previous Presentations

• WA Instructions

• Forms

• WAP WIRE

~ NoSMMERCE _____________________________________________________ _

Commerce Website

• Other Resources

– SWS

– WA Manual

– Field Guide

– Minnesota Code

– WA Training Website

– WAPTAC

– Fridge information

– eHEAT

~ NoSMMERCE _____________________________________________________ _

• Please include in information requests

– Household number (if related to a specific job)

– Clear question(s)

– Related Policy

– Context (pictures when applicable)

– WA file (when applicable)

~ NoSMMERCE _____________________________________________________ _

SWS Field Guide Update

Thank You

Questions: weatherization.commerce@state.mn.us

60Picture: Minnesota Energy Conference, Conference Committee, used with permission

MIDYEAR MEETING NETWORK BEST PRACTICES

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING LUNCH

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING POLICY UPDATES

Reasons & approach

Section by Section Updates

~ NoSMMERCE _____________________________________________________ _

Policy Manual Update

• Goal: To review changes and clarifications

made to the WAP Policy Manual, including

existing policy reminders

• Reason for midyear changes:

– Recommendations made by DOE

– Clarifications needed as identified through frequent

questions or discovery of errors

• Approach to policy changes: annually at the

onset of each program year, midyear as needed

~ NoSMMERCE _____________________________________________________ _

Section 3: Dwelling Eligibility

• HUD List

– 3.3.2.2 Income Eligibility for Eligible HUD/USDA

Properties

– mentioned in 2.2 section

– Per WAP Memorandum 016 HUD lists are no

longer valid as of 1/1/17

• Buildings can receive HUD approval case by case

• Eligibility can be determined through normal process

Clarification - Section 3.8

• Client Refusal of Programmable T-stat

– Not considered “refusal of work”

• WA Manual 9-42

• Unlike other measures, savings tied to client behavior

– Refusal of work form still required

• Client must be given the option

• Protects SP if client forgets they declined

– Update: MN residential mechanical code requires a programmable T-stats with all furnace replacements.

Clarification - Section 4.2.1

• Regarding Audit Events:

“In homes that utilize both DOE and EAPWX

funds, a minimum of one ECM per fund type is

required.”

– You do not need an ECM for each EAPWX type in

WA. (ex. EAPWX, EAPWXCO, EAPWXCO2)

8.1.1 Service Provider Monitoring Requirements:

• POLICY: Service Providers must ensure the

following before, during or after a monitoring

visit:

– 1. Electronic client files/or monitoring tools must

be submitted to the appropriate field monitor by

the date specified, in advance of the visit.

~ NoSMMERCE _____________________________________________________ _

Form Changes

• REVISED: Client Participation Form

– Numbering corrected

• Blower Door and House of Pressure Form

– Spillage requirement corrected from 60 seconds

to 120 seconds to accurately reflect policy

~ NoSMMERCE _____________________________________________________ _

Allowable Measures Chart

• Added: Section 10 Line 3 and 4

– Install/ repair/ replace/ programmable and non-

programmable thermostat

• IRM

• HSM

– MN code requires the installation of a

programmable thermostat with all furnace

installations.

• Added: Section 26 Line 4

• HRV/ERV

– Clean and Balance flow rate for Heat Recovery

Ventilator or Energy Recovery Ventilators.

– If needed to meet ASRHAE continuous

ventilation rate requirement.

Standalone Allowable Measures Chart

• Section 9 Line 81

– Water Heater Vapor Sensor

• Replacement of a vapor sensor for a space or water

heating system installed by WAP is an allowable

stand alone event expenditure while the installers

warranty is in effect.

• Added: To sections referring to Condensate Pumps, including:

– Section 10 Line 2

– Section 14 Line 1 and 2

– Section 19-Line 3

• “Also, includes the use of floor cord protector to eliminate tripping hazard posed by condensate lines transecting a walking area.”

• An effective and cost-effective solution to the tripping hazard posed by condensate lines

• Floor cord protector

Fuel Switch Guidance – Appendix C

• Coordinators sent Temporary Policy 12-11-2015– The cost associated with installing a new fuel line or

pipe to a home is not allowed in the Minnesota Weatherization Assistance Program

– Fossil-fuel to fossil-fuel switches will be considered based on the cost-effectiveness of the new heating system as determined by the Weatherization Assistant software

• Two Fuel Switch Forms are required: – Fuel Switch Request Form (signed by customer)

– Fuel Switch Summary Form

Reminder

• Seal zone pressure test holes at the Quality

Control Inspection.

Follow-up

• Question from last year about the possibility

of de-rating insulation based on future

compression by WAP workers.

– After consulting with DOE, de-rating of insulation

for future compression would not be allowed.

– Insulation Averaging is acceptable per WA

Addendum

Policy Considerations for PY17

• A number of areas are under consideration

– Depressurization based replacement method

– Combined EC motor and furnace SIR method

– Lien Wavier guidance

– New DOE guidance

• H&S

• Multifamily

~ NoSMMERCE _____________________________________________________ _

Policy Updates

Questions?

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETINGMONITORING SUMMARY

Monitoring update

Overall observations of QCI/SWS

Monitoring trends

Administrative approach & monitoring tool

WA desk monitoring/reports

~ NoSMMERCE _____________________________________________________ _

Monitoring Update

Our monitoring goals:

• Consistent expectations of quality work

- SWS has help in this regard

• Clear references for Issues and Findings

• Identify and provide T&TA

• Improve MN WAP program

~ NoSMMERCE _____________________________________________________ _

Monitoring Update

What’s on a monitoring report?

• Observation:– Best practices and opportunities for improvement

• Compliance Issue: – Items that do not meet a specific policy or program requirement

• Finding: – Items that endanger clients

– Items that could result in disallowed costs

– Repeated or major compliance issues

Monitoring Update

What’s on a monitoring report?

• Observation: HH# (description)

– Citation: (reference)

– Recommendation: (description, if needed)

• Compliance Issue: HH# (description)

– Required Action: (description)

• Finding: HH# (description)

– Required Action: (description)

Monitoring Update

101 total items from all issued monitoring reports

• 46 observations (44%)

• 55 compliance issues (53%)

• 3 findings (3%)

Monitoring Update

• 46 observations (44%)

– Mostly positive client service comments

Monitoring Update

• 55 compliance issues (53%)

– Mesh tape on first 10 feet of ductwork

– Contractor daily testing

– Sump pump covers

– Pipe wrap

– Insulation tags

Monitoring Update

• 3 findings (3%)

– Payment for work that did not pass QCI

Pipe Wrap on Water Heaters

• Full coverage – excluding hot flue clearances

Refrigerators

• Unmetered refrigerator with no explanation.

• Energy data for the refrigerator was not

accurate. Data from the WA dropdown does

not match the appliance in the home

– WAP Policy Manual 4.3.4 (Page 20)

– Weatherization Assistant User’s Manual-

Addendum 11.5 (page 8)

~ NoSMMERCE _____________________________________________________ _

Spray Foam Label

• A dated receipt/tag/label signed by the

installer was not installed for the spray foam

insulation.

– Have the installer provide a signed and dated

receipt that includes: amount installed, coverage

area, thickness, and R-value.

– SWS 4.1401.1d

~ NoSMMERCE _____________________________________________________ _

Mobile Homes – Belly Repair

• Use the new belly modeling tool (effective7/1/16)

• Insulation/foam installed in the belly must have a

label/tag/receipt of the material, amount of insulation

installed, and R-value.

– Can be placed in the same area as the MH

manufacturers label/electric area door/WH closet.

~ NoSMMERCE _____________________________________________________ _

Conclusion

• Fewer findings again this compared to this point in

• SWS has helped with consistency of work across the

• The QCI process is identifying and correcting issues

before compliance monitoring

• Tier 1 and 2 trainings are helping

• Keep up the good work!!

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING SOFTWARE DISCUSSION

~ NoSMMERCE _____________________________________________________ _

MIDYEAR MEETING IN CLOSING

Evaluations

Thank you!

~ NoSMMERCE _____________________________________________________ _

THANK YOU!!!

~ NoSMMERCE _____________________________________________________ _

minnesota department of commel~c-·emn.gov/commerce-stat/pdfs/wthrztn-midyear-training-fy16.pdf ·...

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