Weatherization Assistance Program Evaluation

OMB Control Number: _ _ _ _ - _ _ _ _

S3: SUBSET OF AGENCIES DETAILED PROGRAM INFORMATION SURVEY

This data is being collected to conduct a detailed process evaluation of the Weatherization Assistance Program at the local level.  The data you supply will be used to characterize local agency weatherization activities in Program Year 2008.

Public reporting burden for this collection of information is estimated to average sixteen hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.  Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to Office of the Chief Information Officer, Records Management Division, IM-11, Paperwork Reduction Project (1910-XXXX), U.S. Department of Energy, 1000 Independence Ave SW, Washington, DC, 20585-1290; and to the Office of Management and Budget (OMB), OIRA, Paperwork Reduction Project (1910-XXXX), Washington, DC  20503.

All of the information obtained from this survey will be protected and will remain confidential. The data will be analyzed in such a way that the information provided cannot be associated back to your state, your agencies, or the housing units and clients that your state served. Again, please note that the questions refer to PY 2008 unless otherwise noted.

PROGRAM CHARACTERIZATION

1. Please identify your state. ________________________________________

2. Please identify your local agency. _______________________________________

3. Which of the following best characterizes your agency? (Please check the one answer that best applies):

_____ Local Non-Profit Organization

_____ Local Government Agency

_____ County Government Agency

_____ Indian Tribe

_____ Other entity not eligible for CSBG funding

_____ Other (please specify) ____________________________

4. Please indicate other energy-related, housing, and other programs that cooperated with your agency’s weatherization program, by source of funding in PY 2008. Please check all that apply.

Type of Program	Federal Funding	State Funding	Utility Funding	Other Funding
Energy bill paying assistance
Housing re-habilitation
Home emergency repairs
Hardship funds (other than for energy bill paying)
Fuel delivery in crisis
Fair housing
Health and safety
Energy education (other than client education delivered by weatherization program)
Home buying education
Rehabilitation loan
Mortgage loan
Emergency food
Emergency safety
Other (please specify)
Other (please specify)
Other (please specify)
Other (please specify)
Other (please specify)
Other (please specify)

5. How important were leveraged funds (i.e., funds that support the weatherization program that are not provided by DOE) for your agency’s weatherization program in PY 2008? (Check best answer)

_____Very important

_____ Important

_____ Not very important

_____ Not important at all

6. Did your agency set aside funding to advocate for leveraged resources in PY 2008?

_____Yes (Go to Question 7)

_____ No (Go to Question 8)

7. What organizations worked to acquire leveraged resources in PY 2008?

_____ Your state office

_____ Your state’s agencies

_____ Non-profit organizations funded by your state

_____ Other

8. How successful would you rate your agency’s efforts to acquire leveraged funds in PY 2008?

_____ Very successful

_____ Successful

_____ Not very successful

_____ Not successful at all

_____ State does not seek leveraged funds

9. What factors limited the success of your agency’s efforts to acquire leveraged funding in PY 2008? _______________________

10. Have you modified your agency’s weatherization program practices or regulations in the three years prior to PY 2008 to facilitate spending and reporting on leveraged resources?

_____ Yes

_____ No

11. Did your agency experience delays or other difficulties in spending any of these types of non-DOE funds in PY 2008?

Source of Non-DOE Funding	Yes, No, or N/A	Please Provide a Short Description of and the Reasons for the Delays or Other Difficulties
LIHEAP
Petroleum Violation Escrow (PVE)
Other Federal Programs
State Public Benefit Funds
Other State Programs
Utilities
Program Income
In-Kind
Non-profit Organizations
Other (please specify)
Other (please specify)
Other (please specify)
Other (please specify)

12. Did your agency encounter any of the following problems in spending non-DOE funds in general in PY 2008? (Check all that apply)

_____ Our agency could not easily increase the number of homes weatherized during the year in order to better spend non-DOE funds

_____ Our agency required the expenditure of DOE weatherization funds before non- DOE funds were expended

_____ We had insufficient staff to manage the receipt and expenditure of non-DOE funds

_____ We had inadequate accounting systems to manage the receipt and expenditure of non-DOE funds

_____ Guidance received from DOE and/or our state made it difficult to expend non- DOE funds in a timely manner

_____ Other ___________________

13. When selecting DOE units to weatherize from the pool of eligible applicants, did your agency give higher priority to specific households based on any of the following characteristics in Program Year 2008? (Check all that apply)

• Dwelling unit characteristics _____

• Type of heating system _____

• Fuel type _____

• Geographic location _____

• Presence of children _____

• Presence of elderly occupants _____

• Presence of disabled occupants _____

• High energy expenditures _____

• High energy burden _____

• Energy consumption _____

• Anticipated cost of weatherization _____

• Anticipated savings _____

• Occupant being a renter _____

• Landlord or other contributions _____

• Amount of time on waiting list _____

• Referral from, or participation in, another program _____

• Other (please specify) ____________________________________________ _____

14. In Program Year 2008, did your agency set targets and actively solicit participation by dwelling units of the types shown below? (Check all that apply)

Type of dwelling unit	Set targets for number of dwelling units of this type to weatherize	Actively sought participation by households residing in this type of dwelling unit
Single Family Attached and Detached
Small Multi-family (2-4 units)
Multifamily (5 or More Units per Building)
Mobile Home
Shelter

15. Did your state require your agency to provide aggregated data for these four types of data in PY 2008? (check all that apply)

	Household Data	Audit Data	Weatherization Measures Data	Energy Use Data
No
Yes, annually
Yes, quarterly
Yes, monthly
Yes, other

16. Did your state impose any specific requirements on how your agency collected, stored, and used household energy use, weatherization, and/or household data in PY 2008?

_____ Yes

_____ No

16a. If Yes, What were the requirements? ___________________

17. Did your state provide any training to help your agency collect, store and use household energy use, weatherization, and/or household data in PY 2008?

_____ Yes

_____ No

17a. If Yes, What training was provided by your state? ___________________

18. How were eligibility and prioritization data about households that applied for weatherization services collected in PY 2008? (Check all that apply)

_____ Households filled out forms when they apply for weatherization services

_____ Data were provided by LIHEAP

_____ The state provided the household data

_____ Auditors collected the data at the time the home is audited

_____ Other _________

19. How were data needed for audits collected in PY 2008? (Check all that apply)

_____ Auditors/weatherization crews filled out paper forms in the field and/or in the office

_____ Auditors/weatherization crews had laptop computers to enter data in the field

_____ Auditors/weatherization crews kept notes in the field and then entered the data into computers back at the office

_____ Other _________

20. How were data about weatherization measures installed in homes collected in PY 2008? (Check all that apply)

_____ Weatherization crews filed out paper forms and turned them in

_____ Weatherization crews had laptop computers to enter data in the field

_____ Weatherization crews kept notes in the field and then entered data into computers at the office

_____ Other _________

21. How were energy use records collected for weatherized houses in PY 2008? (Check all that apply)

_____ The records were provided by the local utility or utilities

_____ The records were provided by the state

_____ We asked the households for their energy bills

_____ Did not collect

_____ Other _________

22. Did your agency computerize the following types of data in PY 2008? If no, please indicate why not (Check all that apply)

	Household Data	Audit Data	Weatherization Measures Data	Energy Use Data
Yes
No, no need
No, could not afford
No, insufficient staff time to set up computer
No, insufficient staff time enter data
Other

23. Did your agency analyze the following types of data for any of the following reasons in PY 2008? (Check all that apply)

Types of Data/Reasons for Use	Household Data	Audit Data	Weatherization Measures Data	Energy Use Data
No
Yes, generated descriptive statistics (e.g., counts, percentages)
Yes, looked for trends
Yes, supported agency strategic planning
Yes, supported agency program performance review
Other

24. What percentage of households whose homes were weatherized by your agency in Program Year 2008 registered a complaint regarding the quality or nature of the weatherization job performed on their dwelling unit? ____________

25. Of those households that filed complaints, what percentage of these required some additional work? __________

26. Of all the homes weatherized by your agency in Program Year 2008, how many did you refer to non-energy programs for additional services (e.g., nutrition; family counseling)? ___________

27. How many income-qualified dwelling units were on your agency’s waiting list:

at the start of Program Year 2008 ____________

at the end of Program Year 2008 _____________

28. Please list the number of dwelling units that your agency could not weatherize in Program Year 2008 due to housing conditions (i.e., the number you had to “walk away from”). ____________

29. Please list the number of dwellings that your agency could not weatherize in Program Year 2008 because they had previously been weatherized? (enter -99 if this information is not tracked) ___________

30. Please indicate the number of staff that supported your agency’s weatherization program and their work effort in Program Year 2008. In considering the number of staff, please include everyone who worked full- or part-time or who worked with the weatherization program as well as other agency programs.

Type of Administrative Function	Number of Agency Staff (# persons)	Agency Staff Work Effort (FTE)
Management/administration
Auditing/inspection
Home weatherization
Other (specify)

31. For the agency staff working on your agency’s weatherization in each of the following functional areas in Program Year 2008, please indicate their level of experience with the weatherization program:

	Very High	High	Average	Low	Very Low
Management/administration
Auditing/inspection
Home weatherization
Other (specify)

32. For the agency staff working on your agency’s weatherization program in each of the following functional area, please indicate the amount of turnover in staff over a three year period ending with PY 2008. Turnover is defined as the number of new staff in a functional area in the past three years divided by the total number of staff working in that functional area. If a particular position has had more than one new person during the past three years (e.g., Person 1 leaves, Person 2 is hired to take Person 1’s position, then Person 2 leaves and a third person is hired), just count that as one new staff person. (Please check appropriate boxes)

	No Turnover	1 to 10%	11 to 25%	26 to 50%	51 to 75%	76 to 100%
Management/ administration
Auditing/inspection
Home weatherization
Other (specify)

33. For which of the following functional areas were there certification or licensing requirements in Program Year 2008 for the in-house or contractor staff serving your state’s weatherization program? (Check all that apply)

	Certification or Licensing Requirement for In-house Staff	Certification or Licensing Requirement for Contractor Staff
Management/ administration
Auditing/inspection
Home weatherization
Other (specify)

34. Which of the following approaches did your agency use in Program Year 2008 to market your weatherization services to low-income households? (Check all that apply)

• Targeted mailings to potential clients _____

• Targeted mailings to landlords of potential clients _____

• Visits to potential clients _____

• Visits to landlords of potential clients _____

• Advertising with other social service agencies _____

• Advertising in local newspapers or magazines _____

• Radio advertising _____

• Television advertising _____

• Posting information on website _____

• Other (please specify) ______________________________________ _____

35. Who was responsible for leading the marketing/outreach efforts described above? (Check all that apply)

• Agency management _____

• In-house outreach coordinator _____

• Contractor outreach coordinator _____

• In-house communications staff _____

• Contractor communications staff _____

• Other in-house staff (please specify) __________________________ _____

• Other contractor staff (please specify) _________________________ _____

PROGRAM OPERATIONS AND IMPLEMENTATION

1. Using the following scale, how adequate was the Program Year 2008 funding received by your agency from ALL funding sources for weatherizing the stock of eligible low-income dwelling units in your local jurisdiction in a timely fashion? (Check best answer)

_____ Very adequate

_____ Adequate

_____ Inadequate

_____ Very inadequate

2. What was the quality of the administrative support and assistance that your agency received from the state and its contractors in Program Year 2008? (Check best answer)

_____ very high quality

_____ high quality

_____ moderate quality

_____ low quality

_____ very low quality

_____ not applicable

2a. If appropriate, why did you rate the quality very low or low? ______________

3. What was the quality of the training that your agency received from the state and its contractors in Program Year 2008? (Check best answer)

_____ very high quality

_____ high quality

_____ moderate quality

_____ low quality

_____ very low quality

_____ not applicable

3a. If appropriate, why did you rate the quality very low or low? ______________

4. What was the quality of the support and assistance on client education that your agency received from the state and its contractors in Program Year 2008? (Check best answer)

_____ very high quality

_____ high quality

_____ moderate quality

_____ low quality

_____ very low quality

_____ not applicable

4a. If appropriate, why did you rate the quality very low or low? ______________

5. What was the quality of the support and assistance on leveraging the Weatherization Assistance Program with other funding sources and related programs that your agency received from the state and its contractors in Program Year 2008? (Check best answer)

_____ very high quality

_____ high quality

_____ moderate quality

_____ low quality

_____ very low quality

_____ not applicable

5a. If appropriate, why did you rate the quality very low or low? ______________

6. What was the quality of the technical support that your agency received from the state and its contractors in Program Year 2008? (Check best answer)

_____ very high quality

_____ high quality

_____ moderate quality

_____ low quality

_____ very low quality

_____ not applicable

6a. If appropriate, why did you rate the quality very low or low? ______________

7. How flexible did you find the DOE program rules that governed the weatherization program in Program Year 2008? In other words, did the program rules allow your state to tailor your program to your needs (very flexible) or proscribe your program to only one way of operation (very inflexible (Check best answer)

_____ Very Flexible

_____ Flexible

_____ Inflexible

_____ Very Inflexible

7a. Using PY 2008 as the reference point, how should the program rules change?

_____ Become much more flexible

_____ Become more flexible

_____ Stay about the same

_____ Become more inflexible

_____ Become much more inflexible

7b. In what areas should the program rules become more flexible? ________________________

7c. In what areas should the program rules become less flexible? _________________________

8. Please describe any important political issues faced by your agency’s weatherization program in Program Year 2008. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

9. Using PY 2008 as a reference point, how important was improving administrative support and assistance from the state and its contractors in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

10. Using PY 2008 as a reference point, how important was improving training from DOE, the state, and their contractors in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

11. Using PY 2008 as a reference point, how important was improving assistance on client education from the state and its contractors in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

12. Using PY 2008 as a reference point, how important was improving assistance from the state and its contractors on leveraging the Weatherization Assistance Program with other funding sources and related programs in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

13. Using PY 2008 as a reference point, how important was improving technical support from the state and its contractors in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

14. Using PY 2008 as a reference point, how important was increased weatherization funding in improving your agency’s ability to deliver low-income weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

15. Using PY 2008 as a reference point, how important was improving data and information systems for managing the delivery of weatherization services? (Check best answer)

_____ Very Important

_____ Important

_____ Unimportant

_____ Very Unimportant

_____ Not applicable

16. In general, how satisfied were you with the length of time between the client’s request to have their home weatherized and when it was actually weatherized in PY 2008? (Check best answer)

_____ Very satisfied

_____ Satisfied

_____ Not satisfied or dissatisfied

_____ Dissatisfied

_____ Very dissatisfied

17. In general, how easy was it to schedule your visits to client homes to perform audits, weatherization, and inspections in PY 2008? (Check best answer)

_____Very easy

_____ Easy

_____ Not easy or difficult

_____ Difficult

_____ Very difficult

AUDIT

1. What was the primary method that your agency used in Program Year 2008 to select weatherization measures for clients’ dwelling units (excluding health, safety, and repair measures and general heat waste measures)? (Check best answer)

• Priority list used for all dwelling units _____

• Calculation procedure (e.g., spreadsheet, computerized audit)

used for all dwelling units _____

• Priority list applied to dwelling units meeting specified guidelines

and calculation procedure used for remaining units _____

• Other (specify) ______________________________________________ _____

2. Including PY 2008, for how many years had your agency used the weatherization measure selection method indicated above? _____

3. What types of credentials or experience were required of your staff or contractors who were engaged in measure selection in Program Year 2008? Check all that apply.

• Technical certification _____

• Extensive weatherization work experience _____

• Extensive weatherization supervision experience _____

• Construction experience _____

• Other (specify) ______________________________________________ _____

4. Please indicate the level of experience for the agency staff engaged in measure selection in Program Year 2008 in each of the following functional areas:

	Very High	High	Average	Low	Very Low
Performing weatherization work
Supervising weatherization work
Working in construction
Performing pre-weatherization audits

5. On average, approximately how many hours did it take to select weatherization measures for a typical dwelling unit served by your agency in Program Year 2008, by the major components listed below?

• Preparation/scheduling _____

• Travel _____

• On-site auditing _____

• Post-audit analysis and write-up _____

• Other _____

• TOTAL of all components _____

6. If your agency used a priority list for at least some dwelling units in Program Year 2008, how difficult was it for your staff to use that priority list? (Check best answer)

_____Very Difficult

_____ Difficult

_____ Easy

_____ Very Easy

7. If your agency used a priority list in Program Year 2008, how effective was that list? (Check best answer)

_____ Very Ineffective

_____ Ineffective

_____ Effective

_____ Very Effective

8. If your agency used a calculation procedure for at least some dwelling units in Program Year 2008, what was the name of the procedure or procedures employed? Check all that apply.

• AK Warm _____

• EA-3 _____

• EASY _____

• EA-QUIP _____

• HomeCheck _____

• Meadows _____

• REES _____

• REM/Rate _____

• SMOC-ERS _____

• TIPS _____

• TREAT _____

• Weatherization Assistant (NEAT/MHEA) _____

• WXEOR _____

• Other (specify) ______________________________________________ _____

9. If your agency used a calculation procedure in Program Year 2008, use the following scale to describe how difficult it was for your staff to use the applicable procedure(s). Circle best answer). 1= Very Difficult; 2=Difficult; 3= Easy; 4=Very Easy; 5 =N/A

• AK Warm 1 2 3 4 5

• EA-3 1 2 3 4 5

• EASY 1 2 3 4 5

• EA-QUIP 1 2 3 4 5

• HomeCheck 1 2 3 4 5

• Meadows 1 2 3 4 5

• REES 1 2 3 4 5

• REM/Rate 1 2 3 4 5

• SMOC-ERS 1 2 3 4 5

• TIPS 1 2 3 4 5

• TREAT 1 2 3 4 5

• Weatherization Assistant (NEAT/MHEA) 1 2 3 4 5

• WXEOR 1 2 3 4 5

• Other (specify) _______________ 1 2 3 4 5

10. If your agency used a calculation procedure in Program Year 2008, use the following scale to describe how effective you found the applicable procedure(s).1= Very Ineffective; 2=Ineffective; 3= Effective; 4=Very Effective; 5=N/A

    1. AK Warm 1 2 3 4 5

    2. EA-3 1 2 3 4 5

    3. EASY 1 2 3 4 5

    4. EA-QUIP 1 2 3 4 5

    5. HomeCheck 1 2 3 4 5

    6. Meadows 1 2 3 4 5

    7. REES 1 2 3 4 5

    8. REM/Rate 1 2 3 4 5

    9. SMOC-ERS 1 2 3 4 5

    10. TIPS 1 2 3 4 5

    11. TREAT 1 2 3 4 5

    12. Weatherization Assistant (NEAT/MHEA) 1 2 3 4 5

    13. WXEOR 1 2 3 4 5

    14. Other (specify) _______________ 1 2 3 4 5

11. If your agency used a calculation procedure for at least some dwelling units in Program Year 2008, did your state allow under DOE rules the installation of general heat waste measures (low-cost/no-cost weatherization activities) in those units without the need for an energy justification?

_____Yes

_____ No (go to Question 13)

12. Please indicate which of the following general heat waste measures your agency was allowed to install in Program Year 2008. Check all that apply.

• Weatherstripping _____

• Caulking _____

• Insulation for plugging air leaks _____

• Low-flow shower heads _____

• Low-flow faucet aerators _____

• Air filters _____

• Glass patching _____

• Lighting _____

• Hot water tank insulation (water heater wrap) _____

• Water pipe insulation _____

• Other (specify) _____

13. What was the primary justification used by your agency in Program Year 2008 for performing work specifically targeted at reducing air infiltration (i.e., air sealing work)? Check best answer.

• Work should be performed where the air leakage rate as measured by a blower door test is greater than a minimum number (e.g., minimum ventilation guideline) calculated for the dwelling unit in question _____

• Work should be performed to address occupant complaints _____

• All significant air leakage sites should be sealed _____

• Air sealing work should be performed on all dwelling units _____

• Other (specify) _____

14. What other justifications were used by your agency in Program Year 2008 for performing work specifically targeted at reducing air infiltration (i.e., air sealing work)? Check all that apply.

• Work should be performed where the air leakage rate as measured by a blower door test is greater than a minimum number (e.g., minimum ventilation guideline) calculated for the dwelling unit in question _____

• Work should be performed to address occupant complaints _____

• All significant air leakage sites should be sealed _____

• Air sealing work should be performed on all dwelling units _____

• Other (specify) _____

15. What was the primary method used by your agency in Program Year 2008 to identify air leakage sites to seal? Check only one.

• Auditor identified air leakage sites visually and communicated relevant information

to crew _____

• Auditor identified air leakage sites using a blower door and/or pressure diagnostics and communicated relevant information to crew _____

• Crew identified air leakage sites visually _____

• Crew identified air leakage sites using a blower door and/or

pressure diagnostics _____

• Other (specify) _____

16. What other methods were used by your agency in Program Year 2008 to identify air leakage sites to seal? Check all that apply.

• Auditor identified air leakage sites visually and communicated relevant information

to crew _____

• Auditor identified air leakage sites using a blower door and/or pressure diagnostics and communicated relevant information to crew _____

• Crew identified air leakage sites visually _____

• Crew identified air leakage sites using a blower door and/or

pressure diagnostics _____

• Other (specify) _____

17. In Program Year 2008, at what point did your agency stop performing air sealing work on a given dwelling unit? Check all that apply.

• When all identified air leakage sites were sealed _____

• When all significant air leakage sites were sealed _____

• When the air leakage rate as measured by a blower door test dropped below a minimum number calculated for the dwelling unit in question _____

• When a blower door test indicated that the most recent infiltration reduction measure installed in the dwelling unit was not cost effective _____

• Other (specify) _________________________________________________ _____

18. Did your agency do duct sealing work in Program Year 2008?

_____ Yes

_____ No (go to Question 22)

19. How did your agency determine when duct sealing work was needed for a particular dwelling unit in PY 2008? Check all that apply.

• All houses with ducts received duct sealing measures _____

• All houses with return air ducts get sealed _____

• Ducts were sealed in those cases where leakage sites were visible _____

• Ducts were sealed when a blower door test indicated the presence of leaks _____

• Ducts were sealed when duct diagnostics (blower door subtraction, duct blower, or pressure pan measurements) indicated that the leakage rate was greater than a minimum number calculated for the dwelling unit in question _____

20. What methods were used by your agency in Program Year 2008 to identify duct leakage sites to seal? Check all that apply.

• Auditor identified duct leakage sites visually and communicated relevant information to crew _____

• Auditor identified duct leakage sites using a blower door and communicated relevant information to crew _____

• Auditor identified duct leakage sites using duct diagnostics and communicated relevant information to crew _____

• Crew identified duct leakage sites visually _____

• Crew identified duct leakage sites using a blower door _____

• Crew identified duct leakage sites using duct diagnostics _____

• Other (specify) _________________________________________________ _____

21. In Program Year 2008, at what point did your agency stop performing duct sealing work on a given dwelling unit? Check all that apply.

• When all identified duct leakage sites were sealed _____

• When a blower door test indicated no more flow from the ducts _____

• When the duct leakage rate as measured by duct diagnostics dropped below a minimum number calculated for the dwelling unit in question _____

• Other (specify) _________________________________________________ _____

22. How did you determine when a particular refrigerator should be replaced in PY 2008? Check all that apply.

• Not allowed to replace refrigerators _____

• Energy use of existing refrigerator was metered _____

• Energy use of existing refrigerator was assumed base on rated/nameplate value_____

• Non-energy criteria were used (e.g., age, color, physical appearance) _____

• Refrigerator was replaced if it was no longer running or could not maintain desired temperature _____

• Other (specify) _____

22a.How did you determine when a particular air conditioner should be replaced in PY 2008? Check all that apply.

• Not allowed to replace air conditioner _____

• Energy use of existing air conditioner was metered _____

• Energy use of existing air conditioner was assumed base on rated/nameplate value _____

• Non-energy criteria were used (e.g., age, physical appearance) _____

• Air conditioner was replaced if it was no longer running or could not maintain desired temperature _____

• Other (specify) _____

• Not applicable _____

23. Which of the following diagnostic procedures did your agency perform in Program Year 2008? Check all that apply.

Pressure diagnostics:

• Blower door (house air leakage rate) _____

• Zonal pressure measurements _____

• Room-to-room pressure measurements (distribution balancing) _____

• Duct pressure pan measurements _____

• Duct blower measurements (duct air leakage rate) _____

Space-heating system:

• Flue gas analysis (steady-state efficiency measurements) _____

• Heat rise measurements _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

Air-conditioning system:

• Refrigerant charge (e.g., superheat, subcooling) _____

HVAC components and cross-cutting diagnostics:

• Air handler flow rate _____

• Thermostat anticipator current _____

• Worst case draft/spillage (CAZ) _____

Hot-water (water-heating) system:

• Flue gas analysis (steady-state efficiency measurements) _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

• Water flow rates (showerheads and faucets) _____

Other CO measurements:

• CO measurements in equipment rooms _____

• Cooking stove _____

• CO measurements in living areas _____

Other diagnostics and inspections:

• Refrigerator energy use _____

• Exhaust fan air flow rate measurement _____

• Infrared scanning (camera) _____

• Radon testing _____

• Lead testing _____

• Mold and mildew testing _____

• Moisture context testing _____

• Other (please specify) ___________________________________ _____

24. Which of the diagnostic procedures listed below were initiated by your agency in PY 2008 and the two years prior to PY 2008? If your agency did not use a particular procedure, leave that item blank.

Pressure diagnostics:

• Blower door (house air leakage rate) _____

• Zonal pressure measurements _____

• Room-to-room pressure measurements (distribution balancing) _____

• Duct pressure pan measurements _____

• Duct blower measurements (duct air leakage rate) _____

Space-heating system:

• Flue gas analysis (steady-state efficiency measurements) _____

• Heat rise measurements _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

Air-conditioning system:

• Refrigerant charge (e.g., superheat, subcooling) _____

HVAC components and cross-cutting diagnostics:

• Air handler flow rate _____

• Thermostat anticipator current _____

• Worst case draft/spillage (CAZ) _____

Hot-water (water-heating) system:

• Flue gas analysis (steady-state efficiency measurements) _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

• Water flow rates (showerheads and faucets) _____

Other CO measurements:

• CO measurements in equipment rooms _____

• Cooking stove _____

• CO measurements in living areas _____

Other diagnostics and inspections:

• Refrigerator energy use _____

• Exhaust fan air flow rate measurement _____

• Infrared scanning (camera) _____

• Radon testing _____

• Lead testing _____

• Mold and mildew testing _____

• Moisture context testing _____

• Other (please specify) ___________________________________ _____

25. What types of credentials or experience were required of your staff who performed diagnostic procedures in Program Year 2008? Check all that apply.

• Technical certification _____

• Extensive weatherization work experience _____

• Extensive weatherization supervision experience _____

• Construction experience _____

• Other (specify) _________________________________________ _____

26. Approximately how many hours did your agency spend on performing

diagnostic procedures for a typical dwelling unit served by your agency in

Program Year 2008? _____

27. Please indicate the cost, amount of training needed, amount of time needed and effectiveness of the following types of diagnostic procedures relative to each other for PY 2008. Please use the following scale: 1 – very low; 2 -- low; 3 – medium; 4 – high; 5 – very high.

	Cost	Training Needed	Time Needed	Effectiveness
Pressure diagnostics:
Blower door (house air leakage rate)
Zonal pressure measurements
Room-to-room pressure measurements (distribution balancing)
Duct pressure pan measurements
Duct blower measurements (duct air leakage rate)
Space-heating system:
Flue gas analysis (steady-state efficiency measurements)
Heat rise measurements
CO measurements in flues
Draft/spillage (normal operation)
Air-conditioning system:
Refrigerant charge (e.g., superheat, subcooling)
HVAC components and cross-cutting diagnostics:
Air handler flow rate
Thermostat anticipator current
Worst case draft/spillage (CAZ)
Hot-water (water-heating) system:
Flue gas analysis (steady-state efficiency measurements)
CO measurements in flues
Draft/spillage (normal operation)
Water flow rates (showerheads and faucets)
Other CO measurements:
CO measurements in equipment rooms
Cooking stove
CO measurements in living areas
Other diagnostics and inspections:
Refrigerator energy use
Exhaust fan air flow rate measurement
Infrared scanning (camera)
Radon testing
Lead testing
Mold and mildew testing
Moisture context testing
Other (please specify

CLIENT EDUCATION

1. Which of the following client education approaches did your agency use in Program Year 2008? (Check all that apply)

• Provide literature at time of client intake _____

• Provide video, CD or DVD at time of client intake _____

• Provide in-person instruction at time of client intake _____

• Provide hardware kit at time of client intake _____

• Provide literature at time of audit _____

• Provide video, CD or DVD at time of audit _____

• Provide in-person instruction at time of audit _____

• Provide hardware kit at time of audit _____

• Provide literature at time of weatherization _____

• Provide video, CD or DVD at time of weatherization _____

• Provide in-person instruction at time of weatherization _____

• Provide hardware kit at time of weatherization _____

• Provide literature at separate client education visit _____

• Provide video, CD or DVD at separate client education visit _____

• Provide in-person instruction at separate client education visit _____

• Provide hardware kit at separate client education visit _____

• Provide literature at time of inspection _____

• Provide video, CD or DVD at time of inspection _____

• Provide in-person instruction at time of inspection _____

• Provide hardware kit at time of inspection _____

• Group training class _____

• Other (please specify) _________________________________________ _____

2. Which of the following broad topics did your agency cover with clients in Program Year 2008? (Check all that apply)

• Thermostat management _____

• HVAC system operation/maintenance _____

• Distribution system adjustment and zoning _____

• Cooling load reduction _____

• Windows _____

• Insulation _____

• Ventilation _____

• Mold _____

• Refrigerator _____

• Hot water use _____

• Water heating system operation/maintenance _____

• Lighting _____

• Laundry _____

• Kitchen appliance operation _____

• Other baseload electric use _____

• Energy Star _____

• Safety monitors (e.g., CO monitors, smoke alarm) _____

• Energy bills _____

• Other (please specify) _________________________________________ _____

3. Which of the following people provided client education for your agency in Program Year 2008? Check all that apply.

1. In-house manager _____

2. In-house education specialist _____

3. Contractor education specialist _____

4. Intake staff person _____

5. Auditor _____

6. In-house weatherization crew chief _____

7. Contractor weatherization crew chief _____

8. In-house weatherization crew member _____

9. Contractor weatherization crew member _____

10. Inspector _____

11. Other (please specify) _________________________________________ _____

4. If in-person instruction was provided by your agency in Program Year 2008, who was your preferred target? (Check best answer)

_____ Applicant

_____ Other adult member of household

_____ Child living in household

_____ Adult not living in household

_____ Other (please specify ____________________)

5. If in-person instruction was provided by your agency in Program Year 2008, was it typically provided to a single person or multiple persons? Check best answer.

_____ single person

_____ multiple persons

6. What types of credentials or experience were required of those who provided client education for your agency in Program Year 2008? Check all that apply.

• College degree _____

• Technical certification _____

• Extensive experience in performing weatherization work _____

• Extensive experience in supervising weatherization work _____

• Educational background _____

• Other (please specify) ____________________________________________ _____

7. Which of the client education approaches listed below were initiated by your agency in PY 2008 and the two years prior to PY 2008? (Check all that apply)

• Provide literature at time of client intake _____

• Provide video, CD or DVD at time of client intake _____

• Provide in-person instruction at time of client intake _____

• Provide hardware kit at time of client intake _____

• Provide literature at time of audit _____

• Provide video, CD or DVD at time of audit _____

• Provide in-person instruction at time of audit _____

• Provide hardware kit at time of audit _____

• Provide literature at time of weatherization _____

• Provide video, CD or DVD at time of weatherization _____

• Provide in-person instruction at time of weatherization _____

• Provide hardware kit at time of weatherization _____

• Provide literature at separate client education visit _____

• Provide video, CD or DVD at separate client education visit _____

• Provide in-person instruction at separate client education visit _____

• Provide hardware kit at separate client education visit _____

• Provide literature at time of inspection _____

• Provide video, CD or DVD at time of inspection _____

• Provide in-person instruction at time of inspection _____

• Provide hardware kit at time of inspection _____

• Group training class _____

• Other (please specify) _________________________________________ _____

8. Please indicate the cost, amount of training needed, amount of time needed and effectiveness of the following types of client education approaches relative to each other for PY 2008. Please use the following scale: 1 – very low; 2 –low; 3 – medium; 4 – high; 5 – very high.

	Cost	Training Needed	Time Needed	Effectiveness
Provide literature at time of client intake
Provide video, CD or DVD at time of client intake
Provide in-person instruction at time of client intake
Provide hardware kit at time of client intake
Provide literature at time of audit
Provide video, CD or DVD at time of audit
Provide in-person instruction at time of audit
Provide hardware kit at time of audit
Provide literature at time of weatherization
Provide video, CD or DVD at time of weatherization
Provide in-person instruction at time of weatherization
Provide hardware kit at time of weatherization
Provide literature at separate client education visit
Provide video, CD or DVD at separate client education visit
Provide in-person instruction at separate client education visit
Provide hardware kit at separate client education visit
Provide literature at time of inspection
Provide video, CD or DVD at time of inspection
Provide in-person instruction at time of inspection
Provide hardware kit at time of inspection
Group training class
Other (please specify)

9. On average, approximately how many minutes were spent in Program Year 2008 on client education in a typical dwelling? ____________

TRAINING

1. On which of the following weatherization topics did agency staff working on your agency’s weatherization efforts receive training in Program Year 2008? Check all that apply.

(1) Diagnostic procedures _____

(2) Insulation _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(3) Space heating, ventilation, air conditioning _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Infiltration measures _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(5) Doors and windows _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(6) Hot water heating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(7) Baseloads (e.g., lighting, refrigerators) _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

1a. On which of the following administrative-related topics did agency staff working on your agency’s weatherization efforts receive training in Program Year 2008? Check all that apply.

(1) Management _____

(2) Client education _____

(3) Auditing/estimating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Monitoring/quality control _____

(5) Financial topics _____

(6) Outreach and communications _____

(7) Other (please specify) _____

1b. On which of the following health and safety topics did agency staff working on your agency’s weatherization efforts receive training in Program Year 2008? Check all that apply.

_____ Fire safety

_____ Indoor air quality

_____ Measures to increase security of housing unit

_____ Measures to reduce common household hazards

_____ Mold and mildew

_____ Lead

_____ Asbestos

_____ Vermiculite

_____ General crew safety

_____ Other health and safety

_____ Other (please specify)

2. On which of the following diagnostic procedures did agency staff working on your agency’s weatherization efforts receive training in Program Year 2008? Check all that apply.

Pressure diagnostics:

• Blower door (house air leakage rate) _____

• Zonal pressure measurements _____

• Room-to-room pressure measurements (distribution balancing) _____

• Duct pressure pan measurements _____

• Duct blower measurements (duct air leakage rate) _____

Space-heating system:

• Flue gas analysis (steady-state efficiency measurements) _____

• Heat rise measurements _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

Air-conditioning system:

• Refrigerant charge (e.g., superheat, subcooling) _____

HVAC components and cross-cutting diagnostics:

• Air handler flow rate _____

• Thermostat anticipator current _____

• Worst case draft/spillage (CAZ) _____

Hot-water (water-heating) system:

• Flue gas analysis (steady-state efficiency measurements) _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

• Water flow rates (showerheads and faucets) _____

Other CO measurements:

• CO measurements in equipment rooms _____

• Cooking stove _____

• CO measurements in living areas _____

Other diagnostics and inspections:

• Refrigerator energy use _____

• Exhaust fan air flow rate measurement _____

• Infrared scanning (camera) _____

• Radon testing _____

• Lead testing _____

• Mold and mildew testing _____

• Moisture context testing _____

• Other (please specify) ___________________________________ _____

3. How many of your agency’s staff were trained at the following events in Program Year 2008?

______ National Weatherization Program Conference

______ Affordable Comfort Conference

______ Other national conference

______ Regional weatherization conference

______ Your state’s weatherization conference

______ Some other relevant conference in your state

______Weatherization conference given by another state

______ Some other relevant conference given by another state

______ Any state or regional training center class

______ Manufacturer’s training school class

______ Utility training class

______ Training classes provided by your agency or those agencies you work for

______ One-time state-sponsored class

______ Any other class not sponsored by your state (e.g., another state, trade organization)

______ Visit to an agency you do not work for training

______ Instruction provided by your state to your individual agency or those agencies you work for

______ In-person expert visit just to your agency (e.g., peer exchange, consultant)

______ Web cast

______ Other (please specify)

4. Which of the following weatherization topics listed below were agency staff first trained on in PY 2008 and two years prior to PY 2008? (Check all that apply)

(1) Diagnostic procedures _____

(2) Insulation _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(3) Space heating, ventilation, air conditioning _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Infiltration measures _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(5) Doors and windows _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(6) Hot water heating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(7) Baseloads (e.g., lighting, refrigerators) _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

4a. Which of the following administrative-related topics listed below were agency staff first trained on in PY 2008 and in the two years prior to PY 2008? If your agency did not receive training on a particular subject, leave that item blank.

(1) Management _____

(2) Client education _____

(3) Auditing/estimating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Monitoring/quality control _____

(5) Financial topics _____

(6) Outreach and communications _____

(7) Other (please specify) _____

4b. Which of the following health and safety topics listed below were agency staff first trained on in PY 2008 and in the two years prior to PY 2008? (Check all that apply)

_____ Fire safety

_____ Indoor air quality

_____ Measures to increase security of housing unit

_____ Measures to reduce common household hazards

_____ Mold and mildew

_____ Lead

_____ Asbestos

_____ Vermiculite

_____ General crew safety

_____ Other health and safety

_____ Other (please specify)

5. On which of the following weatherization topics did your agency provide training to your own in-house staff in Program Year 2008? (Check all that apply)

(1) Diagnostic procedures _____

(2) Insulation _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(3) Space heating, ventilation, air conditioning _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Infiltration measures _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(5) Doors and windows _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(6) Hot water heating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(7) Baseloads (e.g., lighting, refrigerators) _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

5a. On which of the following administrative-related topics did your agency provide training to your own in-house staff in Program Year 2008? (Check all that apply)

(1) Management _____

(2) Client education _____

(3) Auditing/estimating _____

-- single family dwellings _____

-- multifamily dwellings _____

-- mobile homes _____

(4) Monitoring/quality control _____

(5) Financial topics _____

(6) Outreach and communications _____

(7) Other (please specify) _____

5b. On which of the following health and safety topics did your agency provide training to your own in-house staff in Program Year 2008? (Check all that apply)

_____ Fire safety

_____ Indoor air quality

_____ Measures to increase security of housing unit

_____ Measures to reduce common household hazards

_____ Mold and mildew

_____ Lead

_____ Asbestos

_____ Vermiculite

_____ General crew safety

_____ Other health and safety

_____ Other (please specify)

6. On which of the following diagnostic procedures did your agency provide training to your staff in Program Year 2008? (Check all that apply)

Pressure diagnostics:

• Blower door (house air leakage rate) _____

• Zonal pressure measurements _____

• Room-to-room pressure measurements (distribution balancing) _____

• Duct pressure pan measurements _____

• Duct blower measurements (duct air leakage rate) _____

Space-heating system:

• Flue gas analysis (steady-state efficiency measurements) _____

• Heat rise measurements _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

Air-conditioning system:

• Refrigerant charge (e.g., superheat, subcooling) _____

HVAC components and cross-cutting diagnostics:

• Air handler flow rate _____

• Thermostat anticipator current _____

• Worst case draft/spillage (CAZ) _____

Hot-water (water-heating) system:

• Flue gas analysis (steady-state efficiency measurements) _____

• CO measurements in flues _____

• Draft/spillage (normal operation) _____

• Water flow rates (showerheads and faucets) _____

Other CO measurements:

• CO measurements in equipment rooms _____

• Cooking stove _____

• CO measurements in living areas _____

Other diagnostics and inspections:

• Refrigerator energy use _____

• Exhaust fan air flow rate measurement _____

• Infrared scanning (camera) _____

• Radon testing _____

• Lead testing _____

• Mold and mildew testing _____

• Moisture context testing _____

• Other (please specify) ___________________________________ _____

7. For each broad subject listed in the left-most column of the following table, put a check mark in the appropriate cell(s) to indicate which training method(s) you believe were most effective for imparting key skills and information in that area to your agency’s in-house or contractor weatherization staff in PY 2008:

	Conferences	Primarily Field training	Primarily Classroom training	Agency visits	Web casts	Other (specify)
Subject
Management
Weatherization skills and methods
Auditing/ Estimating
Monitoring/ quality control
Financial topics
Outreach and communications
Health and safety
Diagnostic procedures
Procedures for selecting weatherization measures
Client education
Other (specify)

8. For each broad subject listed in the left-most column of the following table, please indicate the quality of training received in Program Year 2008 at the training venues listed in the column headings. Please leave cells blank were your agency did not receive training during this period of time. Please use the following scale: 1-very low; 2 - low; 3-medium; 4- high; 5-very high

	National Weatherization Program Conference	Affordable Comfort Conference	Regional Weatherization Conference	State Weatherization Conference	State/ Regional Training Center	Training Provided by Your Own Agency
Subject
Management
Weatherization skills and methods
Auditing/ Estimating
Monitoring/ quality control
Financial topics
Outreach and communications
Health and safety
Diagnostic procedures
Procedures for selecting weatherization measures
Client education
Other (specify)

9. For those staff working in your agency who needed to have knowledge about the following list of weatherization topics in PY 2008, how well trained were they in each area in PY 2008? Please use the following scale: 1– not at all well trained; 2 – not well trained; 3 – moderately well trained; 4 –well trained; 5 – very well trained; 6 – not applicable Circle best answer.

(1) Diagnostic procedures 1 2 3 4 5 6

(2) Insulation

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(3) Space heating, ventilation, air conditioning

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(4) Infiltration measures

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(5) Doors and windows

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(6) Hot water heating

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(7) Baseloads (e.g., lighting, refrigerators)

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

9a. For those staff working in your agency who needed to have knowledge about the following list of administrative-related topics, how well trained were they in each area in PY 2008? Please use the following scale: 1– not at all well trained; 2 – not well trained; 3 – moderately well trained; 4 –well trained; 5 – very well trained; 6 – not applicable Circle best answer.

(1) Management 1 2 3 4 5 6

(2) Client education 1 2 3 4 5 6

(3) Auditing/estimating

-- single family dwellings 1 2 3 4 5 6

-- multifamily dwellings 1 2 3 4 5 6

-- mobile homes 1 2 3 4 5 6

(4) Monitoring/quality control 1 2 3 4 5 6

(5) Financial topics 1 2 3 4 5 6

(6) Outreach and communications 1 2 3 4 5 6

(7) Other (please specify) 1 2 3 4 5 6

9b. For those staff working in your agency who needed to have knowledge about the following list of health and safety topics, how well trained were they in each area in PY 2008? Please use the following scale: 1– not at all well trained; 2 – not well trained; 3 – moderately well trained; 4 –well trained; 5 – very well trained; 6 – not applicable Circle best answer.

(1) Fire safety 1 2 3 4 5 6

(2) Indoor air quality 1 2 3 4 5 6

(3) Measures to increase security of housing unit 1 2 3 4 5 6

(4) Measures to reduce common household hazards 1 2 3 4 5 6

(5) Mold and mildew 1 2 3 4 5 6

(6) Lead 1 2 3 4 5 6

(7) Asbestos 1 2 3 4 5 6

(8) Vermiculite 1 2 3 4 5 6

(9) General crew safety 1 2 3 4 5 6

(10) Other health and safety 1 2 3 4 5 6

(11) Other (please specify 1 2 3 4 5 6

10. For those staff working in your agency who needed to have knowledge about the following list of diagnostic topics, how well trained were they in each area in PY 2008? Please use the following scale: 1– not at all well trained; 2 – not well trained; 3 – moderately well trained; 4 –well trained; 5 – very well trained; 6 – not applicable Circle best answer.

Pressure diagnostics:

• Blower door (house air leakage rate) 1 2 3 4 5 6

• Zonal pressure measurements 1 2 3 4 5 6

• Room-to-room pressure measurements 1 2 3 4 5 6

• Duct pressure pan measurements 1 2 3 4 5 6

• Duct blower measurements (duct air leakage rate) 1 2 3 4 5 6

Space-heating system:

• Flue gas analysis (steady-state efficiency measurements)1 2 3 4 5 6

• Heat rise measurements 1 2 3 4 5 6

• CO measurements in flues 1 2 3 4 5 6

• Draft/spillage (normal operation) 1 2 3 4 5 6

Air-conditioning system:

• Refrigerant charge (e.g., superheat, subcooling) 1 2 3 4 5 6

HVAC components and cross-cutting diagnostics:

• Air handler flow rate 1 2 3 4 5 6

• Thermostat anticipator current 1 2 3 4 5 6

• Worst case draft/spillage (CAZ) 1 2 3 4 5 6

Hot-water (water-heating) system:

• Flue gas analysis (steady-state efficiency measurements)1 2 3 4 5 6

• CO measurements in flues 1 2 3 4 5 6

• Draft/spillage (normal operation) 1 2 3 4 5 6

• Water flow rates (showerheads and faucets) 1 2 3 4 5 6

Other CO measurements:

• CO measurements in equipment rooms 1 2 3 4 5 6

• Cooking stove 1 2 3 4 5 6

• CO measurements in living areas 1 2 3 4 5 6

Other diagnostics and inspections:

• Refrigerator energy use 1 2 3 4 5 6

• Exhaust fan air flow rate measurement 1 2 3 4 5 6

• Infrared scanning (camera) 1 2 3 4 5 6

• Radon testing 1 2 3 4 5 6

• Lead testing 1 2 3 4 5 6

• Mold and mildew testing 1 2 3 4 5 6

• Moisture context testing 1 2 3 4 5 6

• Other (please specify) ____________________ 1 2 3 4 5 6

11. Overall, how well trained were your agency’s weatherization crews in PY 2008? (Check best answer)

_____ Very well trained

_____ Well trained

_____ Neither well nor poorly trained

_____ Poorly trained

_____ Very poorly trained

12. What were the barriers that prevented your crews from receiving all the training they need? (Check all that apply)

_____ Lack of training funds

_____ Cannot take crews out of the field long enough for training

_____ Training not available at the right times

_____ Training not available at the right places

_____ Available training is poor in quality

INSPECTION

1. Which of the following types of post-weatherization quality control inspection did your agency perform on your weatherized dwelling units in Program Year 2008? Check all that apply.

• Visual inspection of installed measures _____

• Verification of insulation depths/quantities _____

• Verification of operation of measures installed _____

• Assessment of quality of measures installed _____

• Identification of needed measures that were not installed _____

• Blower door test _____

• Heating system efficiency test (flue gas analysis) _____

• Draft/spillage tests of heating systems _____

• Carbon monoxide (CO) monitoring _____

• Infrared scanning _____

• Identification of unresolved health and safety issues _____

• Discussion with occupants _____

• Other (specify) ______________________________________________ _____

2. Which of the following post-weatherization quality and control inspection topics listed below were agency staff first trained on in PY 2008 and in the two years prior to PY 2008? If your agency does not use a particular approach, leave that item blank. Check all that apply.

• Visual inspection of installed measures _____

• Verification of insulation depths/quantities _____

• Verification of operation of measures installed _____

• Assessment of quality of measures installed _____

• Identification of needed measures that were not installed _____

• Blower door test _____

• Other diagnostic tests _____

• Identification of unresolved health and safety issues _____

• Discussion with occupants _____

• Other (specify) ______________________________________________ _____

3. Please indicate the cost, amount of training needed, amount of time needed and effectiveness of the following types of post-weatherization quality control inspection procedures relative to each other for PY 2008. Please use the following scale: 1 – very low; 2 –low; 3 – medium; 4 – high; 5 – very high.

	Cost	Training Needed	Time Needed	Effectiveness
Visual inspection of installed measures
Verification of insulation depths/quantities
Verification of operation of measures installed
Assessment of quality of measures installed
Identification of needed measures that were not installed
Blower door test
Other diagnostic tests
Identification of unresolved health and safety issues
Discussion with occupants
Other (please specify)

4. Approximately how many hours did it take to perform a typical post-weatherization quality control inspection in Program Year 2008, by the major components listed below?

• Scheduling _____

• Travel _____

• On-site work _____

• Post-inspection analysis and write-up _____

• Other _____

• TOTAL of all components _____

5. Which of the following parties were involved in performing your agency’s post-weatherization quality control inspections in Program Year 2008? Check all that apply.

• In-house manager _____

• In-house inspection specialist _____

• Contractor inspection specialist _____

• In-house weatherization crew chief _____

• Contractor weatherization crew chief _____

• In-house weatherization crew member _____

• Contractor weatherization crew member _____

• Other (please specify) ____________________________________________

5a. Which party was primarily responsible for post-weatherization quality control inspections? Check best answer.

• In-house manager _____

• In-house inspection specialist _____

• Contractor inspection specialist _____

• In-house weatherization crew chief _____

• Contractor weatherization crew chief _____

• In-house weatherization crew member _____

• Contractor weatherization crew member _____

• Other (please specify) ____________________________________________

6. What types of credentials or experience did your agency’s post-weatherization quality control inspectors have in Program Year 2008? Check all that apply.

• Technical certification _____

• Extensive experience performing pre-weatherization audits _____

• Extensive experience performing weatherization work _____

• Extensive experience supervising weatherization work _____

• Construction experience _____

• Other (please specify) ___________________________________________ _____

7. Please indicate the level of experience for the agency staff engaged post-weatherization quality control inspections in Program Year 2008 in each of the following functional areas:

	Very High	High	Average	Low	Very Low
Performing weatherization work
Supervising weatherization work
Working in construction
Performing pre-weatherization audits

8. For those dwelling units for which post-weatherization quality control inspections were performed by your agency in Program Year 2008, typically how many days after weatherization completion did the initial inspection take place? _____

9. In those cases where a Program Year 2008 post-weatherization quality control inspection revealed a problem with the job performed, what action was most commonly taken in response to that finding? Check one.

• Sent original crew or contractor back to correct problem _____

• Sent different crew or contractor to correct problem _____

• Sent crew supervisor to correct problem _____

• Sent someone from state office to correct problem _____

• No action taken _____

• Other (please specify) ____________________________________________ _____

10. What other actions were taken in Program Year 2008 in response to the discovery of a problem with the weatherization job performed? Check all that apply.

• Sent original crew or contractor back to correct problem _____

• Sent different crew or contractor to correct problem _____

• Sent crew supervisor to correct problem _____

• Sent someone from state office to correct problem _____

• No action taken _____

• Other (please specify) ____________________________________________ _____

11. In Program Year 2008, how many of the dwelling units weatherized by your agency required some additional work as a result of the findings of your post-weatherization quality control inspections? _____

11a. Of those requiring some additional work, how many had work done that probably resulted in more energy savings?_____

12. What were the three most common problems found in the dwelling units inspected by your agency in Program Year 2008?

1) ___________________________________

2) ___________________________________

3) ___________________________________

13. In Program Year 2008, did your agency use findings from your post-weatherization quality control inspections to provide feedback to your in-house or contractor crews on workmanship or related issues? ______

14. To what extent does post-weatherization quality control inspection affect the quality of future weatherization work?

(1) No extent

(2) Little extent

(3) Moderate extent

(4) Substantial extent

(5) Very substantial extent

15. Did the observation of problems with the quality of weatherization work lead to changes in weatherization training for your staff?

(1) Yes

(2) No

15a. If Yes, what changes were made? ______________

16. Did your agency observe weatherization training sessions to help identify potential problem areas for inspecting in the field (e.g., with respect to installation of measures that trainees seem to have trouble understanding)?

(1) Yes

(2) No

16a. If Yes, briefly describe how your in-field inspection activities were affected by your training session observations.

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