September 23, 2010

1. September 23, 2010

2. National Residential Retrofit Guidelines

3. Four Components Work Workforce

4. Genesis—WAP T&TA WAP Training and Technical Assistance Plan: Task 6

5. 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.

6. Genesis—RTR Recovery through Retrofit Consumer Information Consumers do not have access to straightforward and reliable information. Worker Certification & Training Consumers and industry want access to consistent workforce standards and a national certification. Financing Homeowners need access to financing to pursue investments in energy efficiency.

7. 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

8. Organizational Chart

9. 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 Why Standards?

10. 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” “Standards” to “Guidelines”

11. 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 Companies, retrofit crews, or individuals Best Practices Sets of guidelines or rules that govern work procedures and often invoke Technical Standards Retrofit program administrators or individual companies Work Protocols Define the performance requirements for high quality work and minimum conditions needed to achieve desired outcomes Technicians and retrofit industry representatives (including building trades, manufacturers, and building scientists) Standard Work Specifications* Industry or third-party standards development organizations—for example, ASHRAE, ASTM, and BPI Define safety, materials, installation, and application standards relevant to residential retrofits Technical Standards* * National Residential Retrofit Guidelines Draft Deliberative, For Discussion Purposes Only, Not for Citation

12. Retrofit Workforce Pyramid Description Developed By Evaluation/assessment of skill standards in accordance with ANSI 17024 Standard for Personnel Certification (or equivalent) Accredited Personnel Certification Entities Certification Minimum knowledge, skills, and abilities that workers should possess to perform high quality work Retrofit technicians, trainers, and program officials with professional psychometricians Essential KSAs* Retrofit technicians, trainers, and program officials with professional psychometricians Identifies and inventories a job’s critical tasks Job Task Analysis* * National Residential Retrofit Guidelines Draft Deliberative, For Discussion Purposes Only, Not for Citation

13. 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. Job Task Analysis

15. 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 Demonstrateability to blow insulation at appropriate air pressure and material quantity to ensure complete coverage and manufacturer’s recommended density to achieve prescribed R-value Demonstrateability 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 Essential KSAs

16. 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 Technical Standards

17. 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 Standard Work Specifications

18. Standard Work Specifications: Whole Wheat Bread

19. Draft SWS: Attic Access Hatches and Doors Standard Work Specifications

20. Draft SWS: Attic Insulation Prep Detail -- Knee Wall Standard Work Specifications

21. SWS are NOT Protocols or Best Practices

22. Attic Air Sealing: Penetrations

23. Retrofit Guidelines Process

24. Industry Involvement June thru July July thru October

25. Guidelines to Credentials

26. Lack of a credentialed workforce is an impediment for WAP and the home performance industry No nationally-recognized workforce credential for WAP and market-rate retrofits (impedes mobility) Wide range of WAP certifications across states Existing national certifications are based on KSAs in need of improvement No existing EE personnel certification entity accredited to ISO 17024 standard Challenges: Credentialing

27. Proliferation of training and credentialing programs for WAP and the home performance workforce Major infusion of WAP training dollars with no standards Major infusion of DOL training dollars with no standards No objective measure of training program effectiveness No uniform way for workers seeking training to assess the quality of the program or provider Challenges: Training

28. 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

29. 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

30. Next Steps: Staying Involved Help spread the word! http://www1.eere.energy.gov/wip/retrofit_guidelines.html Provide feedback on this Webinar Submit questions now or via email (retrofit.guidelines@nrel.gov) Start thinking about implementation opportunities for the National Residential Retrofit Guidelines Plan to attend the Workforce Summit in DC in the Fall

31. America Has Been Here Before…

32. Contact Information Benjamin Goldstein National Residential Retrofit Guidelines Project Lead http://www1.eere.energy.gov/wip/retrofit_guidelines.html