ENERGY EFFICIENCY | BUILDING DATA

Danielle Amasia Hancock Software

Presenter & Moderator

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Customer Forum

QCI Process

Lynette Praster State of Pennsylvania

Presenter

Bryan Burris State of Virginia

Presenter

NJ

Attendees

LA MD CA RI KS

PA VA DE

Agenda

1. What your data means in 2 minutes

2. State of PA - QCI

3. State of VA - QCI

4. Demo of Hancock’s WAP Online and QCI

• $800 Million in Energy Efficiency & Health & Safety Measures

• Just under $80 Million dollars saved on energy bills for the low income population

• 637 million kWh saved

• 631,000 tons of CO2 Abated

The Power of Data11 state-wide WAP programs use Hancock Software

Within the last few years, WAP Online has processed:

PA Department of Community & Economic Development

Lynette Praster Director QCI Overview

Center for Community Services

QCI Process in Pennsylvania

• Summary of Approach • Development

Beginning Steps

July 2013

Set up QCI training program

Committee developed a

checklist

Multi-agency Pilot

Field training & technical

assistance

The QCI Inspection Form

Challenges

• DOE review of Priority Measures • Standardize Audit • Maximize use of Hancock across 37 Wx

agencies • Eventual use of HEAT?? • Automation of QCI??

VA Department of Housing & Community Development

Bryan Burris Weatherization Technical Monitor

Tom Stephens Weatherization Administrator QCI Overview

DHCD Plan for QCI

• QCI implementation will require 1 of 3 basic options to be utilized:

• Auditor and QCI are separate people on each job. The level of state monitoring will remain at 5% of total jobs.

• The auditor and QCI are the same person on each job. The level of state monitoring will be increased to 10% of total jobs.

• Grantee developed plan which consists of a mix of the options listed above.

• DHCD will be using the 3rd option due to the size and diversity of our network and the varied technical aptitudes of our subgrantees.

DHCD Plan for QCI

• Each agency will “declare” their QCI plan at the beginning of the contract year. This will determine whether they will be monitored at the 5% or 10% amount.

• Should an agency have to change their status during the contract period, only movement from the 5% to the 10% category will allowed.

This serves 2 purposes: • To promote the use of independent QCI for the

duration of the contract period (less scrutiny on monitoring visits ~ 5% and meets the intent of DOE by encouraging independent analysis by separate inspector).

• To allow for unforeseen staff changes that would effect how subgrantee utilizes QCI.

DHCD Needs for Hancock

• A QCI checklist. This would mimic the QCI final inspection form that is still being refined.

• State’s monthly (?) job total monitoring requirement. Right now we are discussing how often this will need to be calculated. Would this be based on a per-invoice basis? This analysis would compare auditor and QCI personnel and the total amount of monitoring needed for that time period (or invoice period).

• We need a way to track the Inspector’s designation in Hancock.

• Maybe a new Wx role can be created for this tracking? This will be how we determine what monitoring category the subgrantee will fall under.

DHCD Needs for Hancock

• State Monitor Job or Overview Summary Report? When selecting jobs for the monitoring, it would be helpful to separate jobs by measure details. -Job ID, location, auditor, QCI (Agency or Company), % of monitoring, cost, funding, BD (pre & post), building type, foundation, heating system, fuel source, replacement?, etc.

• It would also be nice to have the breakdown of measures installed (ECMs and H&S items).

• Right now we use the Paid Invoice Statistical Report to cull numbers and then enter each job # to examine details of each job. This is a timely process and works okay when we’re only looking at 2-3 jobs. Its much more intensive when we need to select 10-20 jobs for monitoring.

DHCD Needs for Hancock

• What level of detail will need to be in the Hancock QCI inspection form?

• Would the tracking sheet be able to break out the percentages in each category – 5% and 10%? Would this allow us to break down the monitoring requirements even further? Should we? We may need DOE guidance on time constraints.

• How can the job designation role in Hancock be broken down in a way that would not be confusing? (i.e. a person who is both an auditor and a QCI but performs different functions with multiple subgrantees?)

• Could the proposed Monitoring Summary Report include what category of monitoring percentage each job would fall under?

Controls in Hancock

Danielle Amasia Vice President of Marketing Hancock Controls

Review potential controls in Hancock that can be used in the QCI process

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How can WAP Online help today with QCI?

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WAP Online manages the full DOE Weatherization lifecycle. Controls can be turned on and off to

enforce workflow across subgrantees

Qualification Priority Audit or Energy Modeling

Work Order

Agency Inspection

State Monitoring

Budget & Spending Control

Reporting

Optional QCI controls in WAP Online

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Existing Conditions

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Possible QCI questions Existing conditions in WAP Online

• Heating Cooling Dashboard “Ducts”- Existing Duct Insulation

Health & Safety Measures

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Possible QCI questions Configure Measures in WAP Online

• Other measure - Dryer Vent

• Audit Info - Check Boxes

Energy Savings Measures

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Possible QCI questions Configure Measures in WAP Online

• Heating & Cooling- Replace vs repair measures

• Base load Weatherization Screens

• Attic Screen

• Wall Screen

Diagnostic Tests

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Possible QCI questions Existing Data Fields in WAP Online

• Air Infiltration Screen

• Ashrae 62.2 2010 or 2013 (future)

• Combustion Safety Screen

Tracking Fields and Invoice Control

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Possible QCI questions Existing Data Fields in WAP Online

• Work Order Vendors• Subcontractors

• Can’t create invoice if all measures are not installed

Checklist Format

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WAP Online

• Track via required documents

Program Options

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Objective - Set controls for your WAP network

Please review settings with your TAM before changing

Next Steps for QCI and Hancock Software

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• Introduce automation to the QCI Process within your state by using the existing controls in Hancock Software

• Discuss the future Possibility of adding a standardized QCI Form

• As a group, discuss the best way to enhance inspection tracking and reporting in Hancock Software

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As you develop your QCI plan, consider the existing controls in WAP Online

• Per Job Spending Controls

• Track and require the upload of site assessment and eligibility documentation

• Require data entry fields for a standardized audit

• Health & Safety Measures

• Diagnostic Testing

• Use the existing conditions in Hancock Software

• Energy Savings Measures - Replacement and Repair

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ENERGY EFFICIENCY | BUILDING ENERGY DATA

www.hancocksoftware.com

info@hancocksoftware.com

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