New Weatherization ManagersJuly 22, 2015

Welcome!

• Open dialogue• Ask any questions• Offer suggestions• Share what works well at your agency• Opportunity to learn from each other

WAP Mission Statement

"To reduce energy costs for low-income families, particularly for the elderly, people with disabilities, and children, by improving the energy efficiency of their homes while ensuring their health and safety."

Area IV’s WAP Values

Manager’s Goals

• Compliance with program policies• Utilize 100% of funds• Be prepared for monitoring• Good relationship with staff/contractors• Win-Win solutions to client calls

IHCDA Policies & Procedures

Agency Policies & Procedures

Agency on Aging &

Community Action Programs

Weatherization

Policies & Procedures

Updated 6/2015

Excel Spreadsheets

Spreadsheets

Monthly ProjectionsTrack Audits, Interims, CompletionsManage Waiting ListTrack CertificationsTrack Continuing Education UnitsMonitor InventoryTrack Contractor’s Insurance

Monthly Projections/Actual

Mo Qtr Mo Qtr Mo Qtr Mo Qtr Mo Qtr Mo Qtr Mo Qtr Mo Qtr96 96 98 98 2 2 2 2

Oct 3 7 1 0 4 4 0 0Nov 3 7 1 0 5 5 0 0Dec 3 9 6 20 1 3 0 0 5 14 5 14 1 1 1 1

2015 Jan 3 5 7 7 10 10 5 5 0 0Feb 3 5 6 8 0 0Mar 3 9 0 10 7 18 8 21 1 1 1 1

32 32 39 39Apr 2 0 9 8 0 0

May 2 5 9 8 0 0Jun 3 7 2 7 9 27 7 23 1 1 1 1Jul 3 9 0

Aug 3 9 0Sept 3 9 9 27 2 2

86 86 58 58 5 5 3 3Oct 2Nov 2Dec 2 6

2016 Jan 2Feb 2Mar 0 4

26 26 7 7

Projection ActualDOE DOE Carryover LIHEAP LIHEAP STATE

Projection Actual Projection Actual Projection Actual

Audits/Interims/Final Inspections7/15/2015 JOB# Initial Interim Final CONTRACTORLIHEAPA, RICARDO 12-15009 1/14/2015 MD 1/28/2015 ZT 02/19/15 DB TAWB, RACHEL 79-15042 5/12/2015 DB 6/8/2015 ZT 06/23/15 MD TAWC, EARL 08-15029 03/11/15 MD 04/23/15 ZT 04/27/15 ZT K&BC, REBEKAH 12-15001 10/13/14 ZT 02/11/15 MD 02/25/15 MD TAWC, GENEAN 08-15059 07/15/15 MDC, MIKE 79-15023 02/18/15 MD 04/10/15 MD 04/16/15 ZT TAWF, CHARLES 79-15028 03/10/15 MD 03/26/15 MD 04/02/15 ZT TAWG, SYLVIA 08-15033 03/18/15 DB 04/02/15 DB 04/08/15 MD TAWG, JUAN 79-15034 03/25/15 DB 04/20/15 DB 04/28/15 MD TAWH, DAVID 91-15025 02/27/15 DB 03/09/15 MD 03/19/15 MD TAWH, BRANDI 79-15040 04/29/15 DB 05/26/15 MD 06/19/15 MD TAWH, MARY 08-15052 06/08/15 DB 06/10/15 MD 07/06/15 MD TAWH, KAYLA 79-15032 03/17/15 MD 04/01/15 MD 05/14/15 DB K&BH, ELIZABETH 08-15057 07/08/15 MD TAWJ, MARLIN 91-15051 06/04/15 MD TAWK, BEVERLY 79-15053 06/11/15 MD 06/25/15 MD 07/06/15 ** TAWK, STEVEN 79-15054 06/17/15 MD 06/17/15 MD 06/26/15 ZT TAWL, HORACIO 79-15046 05/26/15 DB 05/28/15 ZT 06/24/15 MD K&BL, SHARON 79-15017 02/05/15 DB 02/19/15 MD 02/24/15 MD TAWL, VICKIE 08-15019 02/09/15 DB 02/26/15 MD 03/06/15 MD K&BL, KRYSTAL 79-15037 04/17/15 MD 05/14/15 MD 05/22/15 DB TAWL, SHARON 08-15031 03/13/15 DB 04/09/15 DB 04/17/15 ZT TAW

Waiting List

2015 Matrix CHILD HIGH Previous NAME ADDRESS City Points - 18 USE WX11/25/14 S, Joe 10187 W 1250 N Monticello 8 16 39 X O SB02/10/15 D, Charles 7549 St Rd 218 E Logansport 8 15 61 XX O SB04/15/15 H, Mariah 801 John St Frankfort 12 15 20 X XXXX O SB Mike02/04/15 S, Kari 70 N Tahoe Ct Lafayette 79 15 32 X X O SB12/03/14 W, Robert 316 N Indiana St Delphi 8 15 28 X O SB10/30/14 L, Janet 2110 St Rd 29 S Bringhurst 8 14 74 XXXX O SB Mike12/23/14 L, Mitchell 3467 N 1400 E Burnettsville 91 14 68 X X O SB01/15/15 S, Carol 715 N 900 E Lafayette 79 14 67 XX O SB10/17/14 C, Linda 11067 N 400 W Burnettsville 8 14 72 X O MH Zach03/09/15 W, Shawn 9712 W 900 S Attica 79 14 46 X X O SB Zach05/05/15 B, Jason 2882 E 225 N Monticello 91 14 38 X X O SB11/24/14 R, Andrea 3430 N 1100 E Idaville 91 14 31 X O SB10/06/14 F, Ronald 201 E Johnson St Wolcott 91 13 79 XXX O SB01/21/15 B, Clayton 2521 S 585 W Delphi 8 13 67 XX O MH10/30/14 E, Authur 212 S 15th St Lafayette 79 13 61 X O SB12/11/14 R, Edward 11542 S 975 E Clarks Hill 79 13 62 X O SB12/22/14 B, Darlene 408 Lingle Ave Lafayette 79 13 66 X O SB02/10/15 A, Gregory 406 W North Street Wolcott 91 13 65 X O SB

WX PRIORITY LISTREASON FOR DELAYCO 60+ DIS O/R SB MH

Ownership (Beacon)

Ownership (County Assessor)

Track Completions (Name)

COLASTNAME FIRSTNAME SOCNUM STNUM STNAME ADDRESS1 CITY ZIP COMPDATE79 A LUCINDA 317-70-5077 605 GORDON CT LAFAYETTE 47909 10/11/9979 A WANDA 313-40-7022 1100 W CO RD 275 S LAFAYETTE 47909 03/30/0679 A VIOLA 312-56-2074 1701 RAINEY ST LAFAYETTE 47904 09/11/8079 A CARL 310-66-3703 3507 CORTEZ DR #27 WEST LAFAYETTE 47906 11/30/0179 A MARK 309-88-6770 4410 ST RD 25 N #14 MODERNAIRE TR PK LAFAYETTE 47905 11/12/9179 A ANDREW 314-05-1196 619 ALABAMA ST #3 LAFAYETTE 47901 08/20/8479 A PATRICIA 314-02-6875 118 CANDLELIGHT PLAZA WEST LAFAYETTE 47906 08/13/0179 A CARA 315-68-1405 1128 N 7TH ST DOWNSTAIRS APT LAFAYETTE 47904 01/22/9179 A GEORGIA 402-80-5911 5383 N 9TH ST RD WEST LAFAYETTE 47906 11/13/9879 A KENNETH 412-64-8897 1612 N 16TH ST LAFAYETTE 47904 12/06/8279 A KENNETH 311-86-4587 7633 S 375 W LAFAYETTE 47909 10/04/1279 A SHAWN 303-60-7106 158 POINT WEST WEST LAFAYETTE 47906 11/13/9179 A JANINE 306-94-3616 1010 S 29TH ST LAFAYETTE 47904 02/20/0479 A LAURA 317-58-1686 2550 ECKMAN DR #G3 LAFAYETTE 47905 08/11/9979 A MARGRETTE 402-54-8366 3000 KEYES CT LAFAYETTE 47909 11/13/01

Track Completions (Address)

CO STNUM STNAME ADDRESS1 CITY ZIP SOCNUM LASTNAME FIRSTNAME COMPDATE12 63 CARTER ST COLFAX 46035 303-60-6388 S LIDI 09/20/9012 309 CLARK ST COLFAX 46035 382-36-2866 C ALBERT 12/20/1112 62 COLLEGE ST COLFAX 46035 303-70-8772 H MADELINE 12/17/9312 210 E MIDWAY ST COLFAX 46035 307-56-6608 W PHILLIP 11/18/9812 203 E PARK ST COLFAX 46035 316-52-4753 D SHIRLEY 04/15/9812 609 FRANKLIN ST COLFAX 46035 304-03-4343 S JUANITA 09/20/8512 66 MERIDIAN ST PO BOX 095 COLFAX 46035 313-14-5629 D LENORA 11/26/8512 105 MERIDIAN ST COLFAX 46035 313-46-9967 S NANCY 06/10/1012 73 MITCHELL ST COLFAX 46035 308-66-2699 S SUANNE 03/14/8312 105 N CARTER ST COLFAX 46035 367-44-8116 S SYLVESTER 09/23/1012 106 N CARTER ST COLFAX 46035 313-70-1724 P MARGARITA 11/13/0912 108 N COLLEGE ST COLFAX 46035 407-56-9075 H LUCY 05/23/0812 304 N COLUMBIA ST COLFAX 46035 308-48-3856 W CHARLES 05/27/1112 400 N COLUMBIA ST COLFAX 46035 315-28-9101 B FLOYD 08/28/0112 404 N COLUMBIA ST COLFAX 46035 313-66-9015 S JACQUELINE 02/06/02

Zero Income Verification

Fuel Usage

• Develop a working relationship with local vendors

• Set up accounts to access regulated utilities

Eligibility• A dwelling unit shall be eligible for Weatherization assistance if it is occupied by a

family unit: • Whose income is at or below 200 percent of the poverty level (for DOE)

determined in accordance with criteria established by the Director of Office of Management and Budget* and as approved by the Department of Health and Human Services, per the American Recovery and Reinvestment Act of 2009, Public Law 111-005. The ARRA Public Law continues to apply to DOE funded grants.

• Which contains a member who has received cash assistance payments during the twelve-month period under Title IV and Title XVI of the Social Security Act.

• Who is eligible for assistance under the Low Income Home Energy Assistance Act of 1981, per 10 CFR 440.22 (a) (3). (Indiana Weatherization’s primary eligibility criteria per approved State Plan)

• (NOTE: LIHEAP WX grant clients must adhere to the HHS requirement of 150% of the current OMB poverty income)

• Denied EAP applications will be referred for eligibility under 10 CFR 440.22 (a) (1) and (2), as noted above.

Certifications

Active

Hire Date Employee Company Company Lead Safe Mold DSTO Lead OSHA-10 OSHA-30Lead Firm Renovator

05/06/82 Mike DeVore A4 05/06/15 07/02/01 01/14/08 10/01/99 03/30/10 04/04/12Mike DeVoreMike DeVore

07/01/10 Zach Thise A4 05/06/15 10/28/02 01/14/08 10/21/02 04/21/10 03/15/12Zach ThiseZach ThiseZach ThiseDavid Boyer A4 05/06/15 03/20/12 03/21/12 09/23/11 03/21/13 11/22/11David Boyer

08/16/82 Joe Baer K&B 04/29/20 07/02/01 01/14/08 05/03/11 03/30/10 02/10/1211/05/09 Marcus Krug K&B 04/29/20 05/27/10 05/27/10 05/03/11 02/24/12 01/25/1301/10/01 Nick May May 06/02/15 07/02/01 01/14/08 12/06/06 03/30/10 02/10/1201/10/01 Nick May 06/02/1511/15/10 Timothy Whitlock TAW 03/16/16 05/04/11 05/04/11 05/03/11 07/20/11 02/10/1211/15/10 Stephen Sherlock TAW 03/16/16 05/04/11 05/04/11 05/03/11 07/20/11 02/02/12 01/25/1307/27/12 Stephanie Sherlock TAW 03/16/16 11/27/12 11/28/12 10/15/12 01/25/1311/15/12 Aaron Thomason TAW 03/16/16 11/27/12 11/28/12 04/19/13 01/25/13

Certifications

BPI BPI BPI BPI BPI BPICertification Original 1st Recert 2nd Recert 3rd Recert 4th Recert

HT 04/30/98 09/12/01 09/12/04 09/12/07 09/12/10BA 09/25/98 12/10/01 12/09/04 12/09/07 10/01/10

Lead Assessor 07/25/01 06/30/04 06/30/07 06/30/10 03/12/13BA 11/15/11HT 12/15/08 12/22/11BT 12/19/02 12/19/05 12/19/08 12/19/11

Lead Assessor 07/14/14Lead Assessor 06/25/14

BT 12/08/11BT 05/23/01 05/23/04 05/23/07 05/23/10

BT 05/23/01 03/24/04 03/24/07 03/24/10HT 12/13/01 11/24/04 11/24/07 10/09/10

Certifications

Retrofit RetrofitAuditor Final Installer Installer Crew Lead QCI Lead

Inspector Mech Shell Leader Renovator Assessor08/07/16 08/27/15 02/20/20 04/15/17 03/12/16

03/31/18 08/27/15 02/19/18 11/13/17 02/20/20 04/22/17 07/14/17

05/03/16 01/28/17 06/03/18 07/26/18 07/26/18 03/21/18 02/27/17 03/21/16

05/13/16 04/22/16 04/22/16 02/20/2008/06/18

08/20/16 07/17/16 02/20/2012/20/15 01/16/16 07/20/1612/20/15 07/20/1604/22/1604/22/16

INCAA Competency

Continuing Education Units

04/01/15 - 03/31/16Area IV Area IV Area IV K&B K&B May TAW TAW TAW TAW

Weatherization (WAP) CEU's DateMike

DeVoreMike BPI

Zack Thise

Zack BPI

Dave Boyer

Dave BPI

Joe Baer

Marcus Krug

Nick May

Tim Whitlock

Stephen Sherlock

Stephanie Sherlock

Aaron Thomason

Electric Furnace & Heat Pump 8 07/14/15 8SATT (Shell) 4 07/14/15 4 4 4 4 4 4Exhaust Fan Flow Meter Webinar 1 07/22/15SATT (Energy Auditor) 4 09/10/15Totals 0 0 0 0 0 0 4 4 8 4 4 4 4

Insurance

DATE NAME PHONE LIABILITY WORKCOMP CONTACTCOOKSTOVE CONTRACTORS

11/01/15 HH GREGG 800-264-1532 11/01/15 11/01/15 BECKY317-816-1532

MECHANICAL CONTRACTORS12/11/14 K & B 574-583-3139 HM 12/15/15 03/11/16 JOE

574-870-2181 CELL574-297-6297 CELL 03/11/16 MARCUS

10/21/15 NICK MAY 765-426-5278 CELL 10/21/15 03/30/16 NICK 765-471-2956 FAX

SHELL CONTRACTORS12/11/14 K & B 574-583-3139 HM 12/15/15 03/14/16 JOE

574-870-2181 CELL03/11/16 MARCUS

10/23/15 TAW INSULATION 765-589-3579 HM 10/23/15 10/23/15 TOBY765-430-8872 CELL

General Liability

Worker’s Compensation (Independent Contractors)

Inventory

7/1/2015 Truck #1 Truck #2 Truck #3Weatherization Equipment & Tool Inventory Mike Cost Date Zach Cost Date Dave Cost Date

2009 GMC Van (Savana) 1GTFG15X391102885 X 22,254 02/24/09

2009 GMC Van (Savana) 1GTFG15X391104474 X 22,254 02/24/09

2007 GMC Van (Savana) 1GTDM19W1VB512851 X 21,314 08/09/07

Air Current Tester (Smoke Stick) X X X

Camera (Digital) 6789 130 09/26/13 6790 130 09/26/13 6796 6/25/2015 05/30/00WL3GB002251 WL3GB005319 WL4DA001453

Camera (w/Flex View) 6737 237 02/09/09 6736 237 02/09/09

Combustion Analyzer (Testo) 6761 1,323 03/24/10 6779 1,323 07/29/101801727 1878373

Drill (DeWalt) 299 03/24/10 918698 299 09/14/09 6797 256 07/01/15982929

Exhaust Fan Flow Meter 6784 143 12/09/11 6785 143 12/09/11

Fire Extinguisher X X

First Aid Kit X X X

Flare Kit X X X

Managing Files

• Consistency• Color Coding• Review – 2nd set of eyes

Forms in COLOR

Review/Approve Jobs

• Following the Quality Control Inspection, the contractor comes to our office and sits down with the inspector to verify materials installed

• Completed jobs are passed to the Program Coordinator who reviews all items

• Program Coordinator and Deputy Director review and complete vouchers for payment which are turned in to the fiscal department

• Jobs completed by Friday are paid the following Friday

Enter Information into IWAP

Compare with Fiscal

• At the end of each month, run a report from IWAP

• Compare numbers with fiscal department

Fund Utilization

• Fourth Tuesday each month all Community Action Program Coordinators meet to review their programs

• Fiscal Department provides an up-to-date report of fund utilization indicating the need to increase/decrease spending

Share Information

• Employees need to be kept up to date• Have meetings for contractors

Meet with WX Employees

• Stay on track• Be aware of what is coming• Plan for production• Find out about any outstanding issues• Get input

Meet with Contractors

• At least semi-annual meetings• Sign In Sheets• Power Point Presentations• Talk about what is working well• Review challenges• Ask everyone to take part• Provide “Snacks”

Value Your Contractors• Let contractors know what to expect• Pay on a regular basis• Remember what happens daily in the field:

Extreme HeatExtreme Cold/Snow/Sleet/RainAttics/Crawl SpacesClientsAnimals

Prepare Vouchers for Payment

Contractors respond

best whenthey know

they will bereceiving

regularpayments!

Contracts

• Use the contract between IHCDA and Agency as a template

• Adapt wording by replacing “IHCDA” with your Agency’s name

• Your contractor becomes the “sub-grantee”

• Not every sentence applies, but the overall product is the same

Create a Brochure

WX.docWX.doc

Use Brochure for Marketing

Share Success Stories

Area IV Weatherization Program Area IV Agency’s Weatherization Assistance Program (WAP) follows the Department of Energy (DOE) regulations as defined in the Indiana Housing and Community Development Authority (IHCDA) Policy and Procedures Manual and the Indiana Field Guide. Prior to any weatherization activity, eligible homes must undergo a whole-house audit by a trained auditor certified as Weatherization Competent.

One such audit was conducted on a 25 year old Habitat house owned for the last eight years by a homeowner living alone who has continually had problems with her furnace and water heater. She replaced the furnace once and had three new water heaters installed but continued to experience problems such as keeping the pilot lights functional. Our initial audit of the combustion air zone

(CAZ) revealed back drafting of the furnace and water heater - a major health and safety concern. Blower door testing indicated a tight house with a reading of 683 CFM and high negative pressures in the bedrooms - 11.2, 10.1, 14.3. After a combustion air pipe was added to the CAZ and pressure relief work completed on the bedrooms, it was necessary to change the water heater to a power vent system. Interim inspections are required when mechanical work is finished. Upon completion of all weatherization work, including air sealing of the shell and adding insulation measures, a final inspection is conducted by a DOE Quality Control Inspector (QCI) who has completed training at the Indiana Community Action Association (INCAA) and passed competency certification. The final inspection of this home revealed a blower door reading of 621 CFM and bedroom pressures of 1.2, 1.1, 1.9. During the participant’s process from the time of application with the Energy Assistance Program (EAP) to the final inspection, energy education is a key component of all discussions. This includes giving information of the potential savings from the weatherization improvements, as well as how to change energy habits of the entire household. Instructions are provided regarding the whole-house ventilation system and maintenance recommendations for optimal savings. This homeowner was truly appreciative that the reoccurring problems with her house were identified and resolved. Area IV Weatherization staff and private contractors attend ongoing technical training and mandatory continuing education. They gain knowledge and learn investigative techniques needed to troubleshoot whole-house heating systems and to provide energy saving measures. Families receiving weatherization appreciate being able to utilize energy savings to improve comfort in a healthier environment.

Questions?