Transcript National Residential Retrofit Guidelines

September 23, 2010
National Residential Retrofit Guidelines
Benjamin Goldstein, Project Lead
U.S. Department of Energy
Draft for discussion and deliberation,
not for distribution or citation
1
eere.energy.gov
National Residential Retrofit Guidelines
National Residential Retrofit Guidelines
Voluntary national guidelines for the work and
workforce involved in residential
energy efficiency retrofits
Developed by NREL
and Industry
2
Delivered to EERE for
WAP and VP Recovery
through Retrofit
eere.energy.gov
Four Components
Workforce
Work
Job Task
Analyses
Technical Standards
Reference Guide
National
Residential
Retrofit
Guidelines
Essential
Knowledge, Skills,
and Abilities
3
Standard Work
Specifications
eere.energy.gov
Genesis—WAP T&TA
WAP Training and Technical Assistance Plan: Task 6
“Develop national Weatherization
certification and accreditation
standards.”
“Develop a national weatherization
worker certification framework.”
“Develop a national weatherization
training accreditation program and
trainer certification program.”
4
eere.energy.gov
Genesis—RTR
Recovery Through Retrofit
May, 2009: Vice President Biden called on the
Council of Environmental Quality to develop a
plan for Federal action to lay the architecture for
a self-sustaining home energy efficiency retrofit
industry.
5
eere.energy.gov
Genesis—RTR
Recovery through Retrofit
Consumer
Information
Consumers do not
have access to
straightforward and
reliable information.
Financing
Worker
Certification
& Training
Consumers and
industry want access
to consistent
workforce standards
and a national
certification.
Homeowners need
access to financing to
pursue investments in
energy efficiency.
6
eere.energy.gov
RTR Six Recommendations
Develop a National Home Energy Performance Measure and Audit Tool
Develop Energy Performance Scale & Label for Homes
Support Municipal Energy Finance Programs
Improve Energy Efficiency Mortgages
Expand State Energy Revolving Loan Funds
Establish Voluntary National Standards for Workforce Certification
and Training Program Accreditation
7
eere.energy.gov
Organizational Chart
Recovery through Retrofit
CEQ
OVP
DOE Office of Energy Efficiency
and Renewable Energy
ASEE
Weatherization
DAS
RTR
Agencies
8
Bob Adams
WIP PM
Benjamin
Goldstein
eere.energy.gov
Why Standards?
• No comprehensive set of standards for entire range of
whole-home energy retrofit interventions
• BPI Technical Standards and WAP Field Guides =
Assortment of technical standards, core competencies,
work protocols, and best practices
• WAP community, home performance industry,
consumers, financiers, manufacturers, and retrofit
program administrators all looking for consistent
national standards
• Time for Federal leadership and industry partnership
9
eere.energy.gov
“Standards” to “Guidelines”
• Government involvement in “standards” is complicated
• National Technology Transfer and Advancement Act
and OMB Circular A-119
• ANSI Essential Requirements require “consensus”
• “Guidelines” proposed by Office of Information and
Regulatory Affairs (OIRA--OMB)
• Government and industry can partner on developing
“Guidelines”
10
eere.energy.gov
Retrofit Work Pyramid
Description
Developed By
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
Companies, retrofit
crews, or individuals
Best
Practices
Retrofit program
administrators or
individual companies
Work Protocols
Standard Work
Specifications*
Technicians and retrofit industry
representatives (including building
trades, manufacturers, and
building scientists)
Technical Standards*
Industry or third-party
standards development
organizations—for example,
ASHRAE, ASTM, and BPI
* National Residential Retrofit Guidelines
Draft Deliberative, For Discussion Purposes Only, Not for Citation
11
eere.energy.gov
Retrofit Workforce Pyramid
Description
Developed By
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
Accredited Personnel
Certification Entities
Certification
Essential KSAs*
Job Task Analysis*
Retrofit technicians, trainers,
and program officials with
professional psychometricians
Retrofit technicians, trainers,
and program officials
with professional
psychometricians
* National Residential Retrofit Guidelines
Draft Deliberative, For Discussion Purposes Only, Not for Citation
12
eere.energy.gov
Job Task Analysis
• Identifies and inventories a job’s critical tasks.
• For a given job, a formal process for determining and
cataloguing what a worker does.
• Tasks are classified as either cognitive or
psychomotor skills, and as critical, very important,
and important for job performance.
• Examples: set up blower door; run test in
accordance with ASTM E779; record results of
blower door test in diagnostic software; etc.
13
eere.energy.gov
Four Residential Retrofit Job
Classifications
Energy
Auditor
14
Quality
Installer/
Crew Chief Assurance
Technician
Inspector
eere.energy.gov
Essential KSAs
• Identify the minimum knowledge, skills, and abilities
that workers should possess to perform high quality
work
• Each Job Task has a corresponding set of essential
KSAs
• Examples
– Demonstrate ability to blow insulation at appropriate air pressure and
material quantity to ensure complete coverage and manufacturer’s
recommended density to achieve prescribed R-value
– Demonstrate ability to prioritize air sealing measures to inhibit moisture
migration into attics and other interstitial spaces.
– Demonstrate knowledge of basic building science, including aligning
barriers, stack effect, moisture transfer
15
eere.energy.gov
Technical Standards
• Define the safety, materials, installation, and
application standards, codes and regulations
applicable to residential energy efficiency retrofits.
• Developed by government, industry or third-party
standards development organizations
• Examples
– ASHRAE 62.2 (Ventilation for Acceptable Indoor Air Quality)
– ASTM E1186 – 03 (Standard Practices for Air Leakage Site Detection)
– OSHA 1926.28 (Safety and Health Regulations for Construction;
Personal Protective Equipment)
• National Residential Retrofit Guidelines will contain a
“Technical Standards Reference Guide” for industry
16
eere.energy.gov
Standard Work Specifications
• Define the performance requirements for high
quality work and the minimum conditions necessary
to achieve the desired outcomes of a given energy
efficiency retrofit measure
• Standard Work Specifications are detailed and
prescriptive
• When applicable, SWS are based on technical
standards
• Fill a critical niche in the “standards landscape”
Work specifications = setting the bar for quality work
17
eere.energy.gov
Standard Work Specifications:
Whole Wheat Bread
1.
Standard Work Specification
TITLE: Whole Wheat Bread Loaf
DESIRED OUTCOME (S):
1. Fully cooked whole wheat bread loaf
2. Bread slices fit evenly in a standard toaster
3. No holes in slices of bread
4. Brown crust that does not flake or break when sliced
Specifications
Desired Outcomes
Loaf height
Loaf height shall not exceed 5.5”
Bread slices fit evenly in a standard
toaster
Bread consistency
No slice shall have a hole greater than 5 centimeters
Slices accept spreads without falling
through
Crust
The outer crust of the bread shall be light browned and
must not flake or break when slicing
Crust maintains a clear border
completely around each slice
Oven
Bread must be baked in an oven capable of maintaining a
constant temperature of 350 degrees
Evenly-baked bread
18
eere.energy.gov
Draft SWS: Attic Access Hatches
and Doors
Standard Work Specifications
19
eere.energy.gov
Draft SWS: Attic Insulation Prep
Detail -- Knee Wall
Standard Work Specifications
20
eere.energy.gov
SWS are NOT Protocols or
Best Practices
Bread Baking Protocols
Bread Baking Best Practices
1
Place bread flour in bowl
1
Large wooden bowl works best to minimize
spills
2
Place 2 heaping tablespoons
salt in bowl
2
Use kosher, non-iodized salt, not sea salt
3
Place 2/3 cup canola oil in bowl
3
Pour the canola oil in a circular pattern to
evenly distribute over the flour
4
Place ½ quart warm clover honey in bowl
4
Microwave the honey in a glass measuring
cup
5
Place 4 tablespoons of yeast in mason jar with
good sealing lid
5
Use a mason jar that you’ve already checked
for tightness in the seal
6
Place 1 ½ tablespoons sugar in mason jar with
yeast
6
Place 1 ½ tablespoons sugar in mason jar
with yeast
7
Place 1/2 cup warm water in mason jar
7
Use the same glass measuring cup as was
used for the honey
8
Shake vigorously
8
Put on some music; it helps with the shaking
21 | Program Name or Ancillary Text
eere.energy.gov
Attic Air Sealing: Penetrations
Technical
Standard
International
Residential Code
(Ch. 3, 6, 7, 8, 11,
31)
International
Energy
Conservation
Code
(Ch. 4)
ASHRAE
(62.2, 119, 136)
ASTM
(C509, C920,
C1363, C1642,
C330M, E84,
E779, E814,
E2178)
22
Standard Work Specifications
Knowledge, Skills, Abilities
Backing & Infill
• Provide backing or infill as needed to
meet specified characteristics of the
selected material and the hole
• Infill will not bend, sag, or move once
installed
• Objective: Hole size small enough to
use sealant, closure is permanent and
supports any load
• Ability to read and follow directions
Sealant Selection
• Materials adhere and are continuous
with intended surfaces, and meet
ignition barrier requirements
• Objective: Permanent; meet/exceed
performance characteristics of
surrounding materials
• Understanding of basic building
science, including aligning barriers,
stack effect, moisture transfer
Insulation
• Use only non-combustible materials in
contact with chimneys, vents and flues
• Objective: Do not create a fire hazard
• Physical ability to climb ladders and
work in enclosed spaces
• Tolerance to heat and cold extremes
• Knowledge and ability to identify and
differentiate building elements including
framing, plumbing, electrical, insulation,
sheathing, HVAC, fasteners
• Knowledge of and ability to install
sealants including methods and
requirements
• Ability to use tools including a tape
measure, utility knife, hand and power
saws, caulk and foam guns
• Ability to recognize hazardous
conditions requiring special treatment
eere.energy.gov
Retrofit Guidelines Process
Task NREL with
developing Retrofit
Guidelines
(March, 2010)
Draft JTAs and
KSAs
(July 12-16)
OMB and Agency
Review
(August 16—Sept 30)
23
1st draft Standard
Work Specifications
(June 7-11)
Webinar Series: Explain
Process and Discuss
Implementation
(July 27 and August 4)
VP Announcement
and Public Comment
Period Begins
(Mid-October)
SWS Technical Reviews
WAP; Healthy Homes;
Worker Safety
(July 7-9)
SWS Industry
Technical Review and
JTA/KSA Validation
(July 26 to August 9)
Incorporate Public Comments
and Issue Final Guidelines
(Fall 2010)
eere.energy.gov
July thru October
June thru July
Industry Involvement
24
• Drafting
SWS
80 Experts
• Technical
Reviews
60 Technical
Experts
• Industry
Technical
Review
100 + reviewers
• Drafting
JTA/KSAs
Industry
Feedback
• Webinar
Series
50 Technicians
50 + Workforce
Experts
• JTA/KSA
Review
• Public
Comment
Period
Implementation
Strategies
• Workforce
Summit
Federal
Register Notice
eere.energy.gov
Guidelines to Credentials
National Residential Retrofit Guidelines
Worker Certification Architecture
Training Program Accreditation
Architecture
25
eere.energy.gov
Challenges: Credentialing
1. Lack of a credentialed workforce is an impediment
for WAP and the home performance industry
2. No nationally-recognized workforce credential for
WAP and market-rate retrofits (impedes mobility)
3. Wide range of WAP certifications across states
4. Existing national certifications are based on KSAs
in need of improvement
5. No existing EE personnel certification entity
accredited to ISO 17024 standard
26
eere.energy.gov
Challenges: Training
1) Proliferation of training and credentialing programs
for WAP and the home performance workforce
2) Major infusion of WAP training dollars with no
standards
3) Major infusion of DOL training dollars with no
standards
4) No objective measure of training program
effectiveness
5) No uniform way for workers seeking training to
assess the quality of the program or provider
27
eere.energy.gov
Summary
The National Residential Retrofit Guidelines will:
• Enable WAP officials and other retrofit program
administrators to strengthen field guides and other work
manuals by incorporating the high quality Standard Work
Specifications contained in the Retrofit Guidelines
• Assist training providers in developing course content and
curricula consistent with an industry-recognized suite of Job
Task Analyses
• Increase workforce mobility up career ladders and across
career lattices by establishing a clear set of essential
Knowledge, Skills and Abilities upon which worker
credentials should be based
28
eere.energy.gov
Summary
• Build confidence amongst consumers and the energy
efficiency finance community that retrofit work will be
completed in a quality manner and produce the expected
energy savings and health benefits
• Lay the foundation for a more robust worker certification and
training program accreditation architecture
29
eere.energy.gov
Next Steps: Staying Involved
1. Help spread the word!
http://www1.eere.energy.gov/wip/retrofit_guidelines.html
2. Provide feedback on this Webinar
3. Submit questions now or via email ([email protected])
4. Start thinking about implementation opportunities for the National
Residential Retrofit Guidelines
5. Plan to attend the Workforce Summit in DC in the Fall
30
eere.energy.gov
America Has Been Here Before…
31
eere.energy.gov
Contact Information
Benjamin Goldstein
National Residential Retrofit Guidelines
Project Lead
http://www1.eere.energy.gov/wip/retrofit_gui
delines.html
32
eere.energy.gov