1. Current State of the Home Performance Industry Who’s doing what, and why? And, how does this affect your program? A. Tamasin Sterner July 2011

2. Purpose of This Slide Show ►Several tools have been developed as part of a national standardization of energy-retrofit product installation. ►Tools have also been developed as part of a national job task standardization effort. ►Knowing about some of these tools might be useful to you.

3. Our Goals ►We’d like to influence your program to consider these tools to replace some of the program specifications (not regulations), particularly where they apply to how to install a measure. ►We believe the adoption of national standards will improve your program because it will be consistent with national programs. This will improve contractor efficiency in delivering your program. ►And, because of our role in your program, we want you to know about the QA/QC tools, as we are beginning to use them to reinforce our feedback and recommendations.

4. National Industry Initiatives ►Standardize Job Titles and Tasks ►Standardize Measure Installation Specs ►Standardize Training and Trainers ►Add Measures and Actions to Increase the Health of Program Recipients

5. Industry Job Titles ►Energy Auditor ►Crew Supervisor/Chief ►Installer/Technician ►Quality Control Inspector

6. Energy Retrofitters Work Pyramid Standard Work Specifications * Work Protocols Best Practices Technical Standards * Developed By Companies, retrofit crews, or individuals Retrofit program administrators or individual companies Technicians and retrofit industry representatives (including building trades, manufacturers, and building scientists) Industry or third-party standards development organizations—for example, ASHRAE, ASTM, and BPI Description Techniques, methods, or processes believed to be the most efficient and effective way of meeting the Standard Work Specifications Sets of guidelines or rules that govern work procedures and often invoke Technical Standards Define the performance requirements for high quality work and minimum conditions needed to achieve desired outcomes Define safety, materials, installation, and application standards relevant to residential retrofits * National Residential Retrofit Guidelines

7. Energy Retrofitters Workforce Pyramid Job Task Analysis * Essential KSAs * Certification Developed By Accredited Personnel Certification Entities Retrofit technicians, trainers, and program officials with professional psychometricians Retrofit technicians, trainers, and program officials with professional psychometricians Description Evaluation/assessment of skill standards in accordance with ANSI 17024 Standard for Personnel Certification (or equivalent) Minimum knowledge, skills, and abilities that workers should possess to perform high quality work Identifies and inventories a job’s critical tasks * National Residential Retrofit Guidelines

8. Energy AuditorInstaller/Technician Crew ChiefQuality Control Inspector Job Task Analysis Used by a Certification Body for the assessment Used by an Accreditation Body for verifying curriculum content IREC ISPQ Credentialing Program provides 3 rd Party Assessment of Training providers International ISPQ Standard 01022 Industry approved JTAs (DOE) Accreditation of Training Programs Certification of Instructors What IREC is Doing

9. BPI Home Performance Contractor Model

10. What Groups are Involved and How Are They Involved? ►Pure Energy Coach and Other Training Affiliates: Education ►BPI: Standards, Certification, Accreditation, Quality Assurance ►Weatherization Plus Health, and other Healthy Homes Initiatives ►Workforce Guidelines (currently up for industry review): http://www.nrel.gov/applying_technologies/retrofit_review/ ►IREC: Job Task Analyses and Knowledge, Skills and Abilities (JTAs/KSAs): http://irecusa.org/irec-programs/ispq-training-accreditation/key-docs/jtas/ ►DOE: Standardized Curricula (currently being aligned with JTAs/KSAs, but still available in the meantime: http://www.waptac.com/Training-Tools/WAP-Standardized-Curricula.aspx

11. BPI Quality Assurance Model BPI Provides QA Feedback to BPI Accredited Contractor BPI Accredited Contractor Completes Project QA Provider Field Testing on 5% of Jobs Submits Summary Project Data Quarterly BPI/Affiliate Review Information Postcard Surveys/ Website Links for Consumer Input BPI Hires Independent QA Provider QA Provider Conducts Office Visits QA Provider Reports Telephone Interviews with Sample

12. Quality Control Inspector Current Standards to Consider ►BPI QA Field Inspection Standards ►IREC Job Task Analysis, Knowledge, Skills, and Abilities ►DOE Workforce Guidelines and WAP

13. Summary ►The Weatherization and Home Performance Industry is: Maturing Becoming Unified Becoming Regulated and Standardized ►Expected Outcomes (Pure Energy’s perspective) Better Quality Training Better Quality and Safer Installations Healthier Americans