Weatherization Assistance Program ARRA-Period Evaluation

Weatherization Assistance Program ARRA-Period Evaluation

S3 Sampled Agencies Detailed_OMB Final

Weatherization Assistance Program ARRA-Period Evaluation

OMB: 1910-5168

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OMB Control Number: XXXX-XXXX

Expiration Date: MM/DD/YYYY


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 2010.


Public reporting burden for this collection of information is estimated to average eight 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 (XXXX-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 (XXXX-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 2010 unless otherwise noted.


PROGRAM CHARACTERIZATION


  1. Please identify your state. ________________________________________


  1. Please identify your local agency. _______________________________________


3. Please indicate the number of staff that supported your agency’s weatherization program and their work effort in Program Year 2010. 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)





4. For the agency staff working on your agency’s weatherization in each of the following functional areas in Program Year 2010, 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)







5. 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 2010. 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)








6. For which of the following functional areas were there certification or licensing requirements in Program Year 2010 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)




AUDIT


  1. What was the primary method that your agency used in Program Year 2010 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) ______________________________________________ _____


  1. Including PY 2010, for how many years had your agency used the weatherization measure selection method indicated above? _____


  1. What types of credentials or experience were required of your staff or contractors who were engaged in measure selection in Program Year 2010? Check all that apply.

  • Technical certification _____

  • Extensive weatherization work experience _____

  • Extensive weatherization supervision experience _____

  • Construction experience _____

  • Other (specify) ______________________________________________ _____


  1. Please indicate the level of experience for the agency staff engaged in measure selection in Program Year 2010 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







  1. 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 2010, by the major components listed below?

  • Preparation/scheduling _____

  • Travel _____

  • On-site auditing _____

  • Post-audit analysis and write-up _____

  • Other _____

  • TOTAL of all components _____


  1. If your agency used a priority list for at least some dwelling units in Program Year 2010, how difficult was it for your staff to use that priority list? (Check best answer)

_____Very Difficult

_____ Difficult

_____ Easy

_____ Very Easy


  1. If your agency used a priority list in Program Year 2010, how effective was that list? (Check best answer)

_____ Very Ineffective

_____ Ineffective

_____ Effective

_____ Very Effective


  1. If your agency used a calculation procedure for at least some dwelling units in Program Year 2010, 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) ______________________________________________ _____


  1. If your agency used a calculation procedure in Program Year 2010, 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


  1. If your agency used a calculation procedure in Program Year 2010, 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


  1. If your agency used a calculation procedure for at least some dwelling units in Program Year 2010, 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)


  1. Please indicate which of the following general heat waste measures your agency was allowed to install in Program Year 2010. 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) _____


  1. What was the primary justification used by your agency in Program Year 2010 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) _____


  1. What other justifications were used by your agency in Program Year 2010 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) _____


  1. What was the primary method used by your agency in Program Year 2010 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) _____


  1. What other methods were used by your agency in Program Year 2010 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) _____


  1. In Program Year 2010, 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) _________________________________________________ _____


  1. Did your agency do duct sealing work in Program Year 2010?

_____ Yes

_____ No (go to Question 22)


  1. How did your agency determine when duct sealing work was needed for a particular dwelling unit in PY 2010? 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 _____



  1. What methods were used by your agency in Program Year 2010 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) _________________________________________________ _____


  1. In Program Year 2010, 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) _________________________________________________ _____


  1. How did you determine when a particular refrigerator should be replaced in PY 2010? 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 2010? 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 _____



  1. Which of the following diagnostic procedures did your agency perform in Program Year 2010? 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) ___________________________________ _____


  1. Which of the diagnostic procedures listed below were initiated by your agency in PY 2010 and the two years prior to PY 2010? 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) ___________________________________ _____



  1. What types of credentials or experience were required of your staff who performed diagnostic procedures in Program Year 2010? Check all that apply.

  • Technical certification _____

  • Extensive weatherization work experience _____

  • Extensive weatherization supervision experience _____

  • Construction experience _____

  • Other (specify) _________________________________________ _____


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

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

Program Year 2010? _____


  1. 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 2010. Please use the following scale: 1 – very low; 2 -- low; 3 – medium; 4 – high; 5 – very high.

Cost Training Time Effectiveness

Needed Needed

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 2010? (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) _________________________________________ _____


  1. Which of the following broad topics did your agency cover with clients in Program Year 2010? (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) _________________________________________ _____


  1. Which of the following people provided client education for your agency in Program Year 2010? 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) _________________________________________ _____


  1. If in-person instruction was provided by your agency in Program Year 2010, 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 ____________________)


  1. If in-person instruction was provided by your agency in Program Year 2010, was it typically provided to a single person or multiple persons? Check best answer.

_____ single person

_____ multiple persons


  1. What types of credentials or experience were required of those who provided client education for your agency in Program Year 2010? 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) ____________________________________________ _____


  1. Which of the client education approaches listed below were initiated by your agency during the ARRA period? (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) _________________________________________ _____


  1. 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 2010. Please use the following scale: 1 – very low; 2 –low; 3 – medium; 4 – high; 5 – very high.



Cost

Training Needed

Time Needed

Effectiveness

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 2010 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 2010? 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 2010? 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 2010? 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)


  1. On which of the following diagnostic procedures did agency staff working on your agency’s weatherization efforts receive training in Program Year 2010? 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) ___________________________________ _____


  1. How many of your agency’s staff were trained at the following events in Program Year 2010?

______ 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)


  1. Which of the following weatherization topics listed below were agency staff first trained on in PY 2010 and two years prior to PY 2010? (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 2010 and in the two years prior to PY 2010? 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 2010 and in the two years prior to PY 2010? (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)


  1. On which of the following weatherization topics did your agency provide training to your own in-house staff in Program Year 2010? (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 2010? (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 2010? (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)



  1. On which of the following diagnostic procedures did your agency provide training to your staff in Program Year 2010? (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) ___________________________________ _____


  1. 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 2010:




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)










  1. For each broad subject listed in the left-most column of the following table, please indicate the quality of training received in Program Year 2010 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 2010, how well trained were they in each area in PY 2010? 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 2010? 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 2010? 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


9c. For categories receiving answers of (1)-not at all well trained, or (2)-not well trained to the above questions, what were the barriers for receiving this training:

a. Funding

b. Time

c. Not a priority

d. Not available

e. Other___________________


10. For those staff working in your agency that needed to have knowledge about the following list of diagnostic topics, how well trained were they in each area in PY 2010? 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



10a. For categories receiving answers of (1)-not at all well trained, or (2)-not well trained to the above question, what were the barriers for receiving this training:

a. Funding

b. Time

c. Not a priority

d. Not available

e. Other___________________


11. Overall, how well trained were your agency’s weatherization crews in PY 2010? (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 2010? 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) ______________________________________________ _____



  1. Please indicate which types of post-weatherization quality control inspection listed below were initiated since ARRA PY 2009. 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) ______________________________________________ _____


  1. Which of the following post-weatherization quality and control inspection topics listed below were agency staff trained on in PY 2010? 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) ______________________________________________ _____



  1. 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 2010. Please use the following scale: 1 – very low; 2 –low; 3 – medium; 4 – high; 5 – very high.


Cost Training Time Effectiveness

Needed Needed


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)


  1. Approximately how many hours did it take to perform a typical post-weatherization quality control inspection in Program Year 2010, by the major components listed below?

  • Scheduling _____

  • Travel _____

  • On-site work _____

  • Post-inspection analysis and write-up _____

  • Other _____

  • TOTAL of all components _____


  1. Which of the following parties were involved in performing your agency’s post-weatherization quality control inspections in Program Year 2010? 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) ____________________________________________



7. 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) ____________________________________________


8. What types of credentials or experience did your agency’s post-weatherization quality control inspectors have in Program Year 2010? 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) ___________________________________________ _____


9. Please indicate the level of experience for the agency staff engaged post-weatherization quality control inspections in Program Year 2010 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







10. For those dwelling units for which post-weatherization quality control inspections were performed by your agency in Program Year 2010, typically how many days after weatherization completion did the initial inspection take place? _____


11. In those cases where a Program Year 2010 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) ____________________________________________ _____


12. What other actions were taken in Program Year 2010 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) ____________________________________________ _____


13. In Program Year 2010, 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? _____


13a. Of those requiring some additional work, how many had work done that probably resulted in more energy savings?_____


14. What were the three most common problems found in the dwelling units inspected by your agency in Program Year 2010?

1) ___________________________________

2) ___________________________________

3) ___________________________________


15. In Program Year 2010, 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? ______


16. 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



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

(1) Yes

(2) No


17a. If Yes, what changes were made? ______________


18. 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


18a. If Yes, briefly describe how your in-field inspection activities were affected by your training session observations.



______________________________________________________________________________

55


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