1 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Deferral of Services WEATHERIZATION ENERGY AUDITOR SINGLE FAMILY WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012

2 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov By attending this session, participants will be able to: Recognize conditions that require deferral of services on a dwelling. Recognize conditions that allow for the subgrantee to defer weatherization services, but leave the decision up to the subgrantee. Describe procedures for deferral, including information that must be presented in the deferral notice and the clients’ right to appeal. Learning Objectives DEFERRAL OF SERVICES

3 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov When to walk away. When to run away. What to do about it. Deferral DEFERRAL OF SERVICES

4 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Health and safety concerns Threatening animals Threatening clients Remodeling Refusal of measures Illegal activities Unusual situations When to Walk Away DEFERRAL OF SERVICES

5 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Already weatherized with DOE funds Vacant Demolition scheduled Condemned Structural problems Mobile home with poor supports Client/owner declines services When to Run Away DEFERRAL OF SERVICES

6 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Walk or Run? Unsound Structure? Run. If the dwelling is structurally unsound, deferral of weatherization is required. DEFERRAL OF SERVICES Photo courtesy of the U.S. Department of Energy

7 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Threatening Animal? Walk. Deferral is up to the subgrantee when threatening animals are present. Photo courtesy of lawdogbite.com Walk or Run? DEFERRAL OF SERVICES

8 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Illegal Activity? Walk. Refusal of services is up to the discretion of the subgrantee. Walk or Run? DEFERRAL OF SERVICES Photo courtesy of the U.S. Department of Energy

9 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Walk or Run? Condemned Structure? Run. DOE funds may not be spent weatherizing condemned structures. DEFERRAL OF SERVICES Photo courtesy of the U.S. Department of Energy

10 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Inform in writing, including: o Reason for deferral o Corrective action o Time frame o Right to appeal Keep a copy in client file Referrals What to Do About It DEFERRAL OF SERVICES

11 | WEATHERIZATION ASSISTANCE PROGRAM STANDARDIZED CURRICULUM – December 2012eere.energy.gov Services MAY be deferred when: Animals or clients are threatening weatherization staff. Illegal activities are occurring. Remodeling is not coordinated with weatherization. The client refuses certain measures. Services MUST be deferred when: The dwelling is vacant, condemned, scheduled for demolition within 12 months, structurally unsafe, or has already been weatherized with DOE funds. The client/owner declines all weatherization services. Notice of deferral MUST: Be issued in writing with a copy in client file. Include reason for deferral, instruction and timeline for corrective action, and method for appealing the decision. Summary DEFERRAL OF SERVICES