WEATHERIZATION ASSISTANCE PROGRAM

1 | Program Name or Ancillary Text eere.energy.gov

The Parker Ranch installation in Hawaii

WEATHERIZATION ASSISTANCE PROGRAM

Audits 201 Glen [email protected](301) 628-2033


• Weatherization Program Notice 01-4: What states should be submitting in an audit package and why

• How Project Officers can verify the state is using the correct tool, priority list

• Triggers that the agencies may need audit training (and fast)

• Q/A

Agenda


1. Energy estimating methodology

2. Measure interaction3. Cost-effectiveness

requirements4. Measures considered5. Sample audits6. Audit procedures and field

protocols

7. Measures installed8. Priority lists9. General heat waste

reduction lists10. Health and safety11. Energy audit procedures

required for each building type served

Required Submittals


Using latest version of DOE-approved audit tool?Straightforward review of how the software has been used on the sample audits submitted

– States list the measures typically enabled – States provide input data, assumptions, and audit results

(recommended measures) for sample dwelling units– Model runs reviewed to ensure

• building characteristics are input properly• climate data is appropriate• measure costs and effective lives are accurate• all appropriate measures are being considered

Audit Review #1


Older version of DOE-approved audit tool or previously un-reviewed software?

More detailed review:– Older models of approved software often over- or under-predict savings. Older

models evaluated by • Comparing its results to those predicted by the latest versions• Checking to ensure the specific measures and interactions are calculated correctly

– Unapproved software review still more complicated. Need to check:• Appropriateness of heat transfer model• How climate data is input and used• Whether and how accurately building characteristics can be input• Whether it can use energy bills and perform a utility bill analysis• Whether measure interaction/cost effectiveness accurately considered• Whether all appropriate measures are being considered.

Audit Review #2


Additional reviews of older software – previously DOE-approved or unapproved software:

Can it handle changes to related programs?• Software might have been designed when LIHEAP paid for

furnaces but no longer pays• Software might have been designed to include non-WAP

measures. Does this version exclude those?

Audit Review #3


Energy audit procedures and field protocols must comply with regulations

The following are evaluated along with the state audit procedures to verify compliance:• Priority lists• Measures installed• General heat waste reduction lists• Health and safety• Energy audit procedures required for each building type

Audit Procedures/Field Protocols #1


Types of Priority Lists #1


Types of Priority Lists #2


Priority List Evaluation #1

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Number of Priority Lists Requested: Single-Family Housing Stock

Number of Sample Audits Required to Document Each Priority List

1 40

2 20

3 12

4 9

5 7

6 5

7 4

8-10 3

11 or more 2



Priority lists are reviewed to ensure they have been developed accurately and are consistent with regulations:

Each list is compared to a list independently generated by the reviewers• Comparison priority list uses State inputs, representative

building shells and appropriate insulation levels, equipment efficiencies, climactic conditions and energy prices.

• Sensitivity analysis used to determine threshold R-values and equipment efficiencies.

• Mechanical measures reviewed to ensure adequate load sizing is performed and sizing includes compensating for measures higher on priority list

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• Measures that aren’t handled well by energy modeling tools? (solar water heaters, room air conditioners, refrigerators…)– Methodology is reviewed to ensure consistency with

Weatherization methods and protocols.• Reviewed for general heat waste reduction measures:

low flow showerheads and faucets, caulking, door sweeps, pipe insulation, DHW insulation, filters– Contains all appropriate measures– Installation costs are reasonable

• Reviewed for H&S measures and testing– Contains all appropriate measures– Installation costs are reasonable– Good guidance for when measures are installed and for when

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An Audit


An Audit #1


An Audit #2


An Audit #3


An Audit #4


Comparing Audit/Actual


1) The auditor can’t explain how the audit operates2) Onsite observed installed measures frequently don’t match

audit recommendations 3) Audit reports are obviously being filled in after the work is

done4) Clients tell you the auditor promised certain measures at

initial audit assessment5) When agency repeatedly installs low priority measures

over higher priority ones – installing numerous windows and doors but never air sealing attics – and audit reports back doing so. (suspect “gaming”)

6) NEAT: When you find critical or high priority measures “turned off”

Agency Needs Training!


Latest Audits/Priority Lists #1


Questions on Audit or Priority List Status:

Jordan Kelso: [email protected], 301-628-2055Glen Salas: [email protected] 301-628-2033

Latest Audits/Priority Lists #2

mailto:[email protected]

mailto:[email protected]


1) The auditor can’t explain how the audit operates2) Onsite observed installed measures frequently don’t match

audit recommendations 3) Audit reports are obviously being filled in after the work is

done4) Clients tell you the auditor promised certain measures at

initial audit assessment5) When agency repeatedly installs low priority measures

over higher priority ones – installing numerous windows and doors but never air sealing attics – and audit reports back doing so. (suspect “gaming”)

6) NEAT: When you find critical or high priority measures “turned off”

Agency Needs Training!


Q&A


Subspace Air Sealing

Were air leakage sites leaks sealed?

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Photo courtesy of U.S. Department of Energy

Mobile home belly penetration sealed but poor quality workmanshipGreat air sealing job on

old basement stairwell

Photo Source: U.S. Department of Energy



Where’s the Ground Cover?



Health and Safety Related Subspace Repairs

Were health and safety repairs performed and documented?

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Photo courtesy of U.S. Department of Energy

Crimped flex vent at the back of a dryer should be replaced with smooth metal vent and terminated outdoors



Sunscreens/Films

Recommended for:• South-, west- and

east-facing windows not shaded during summer months

• When solar gain overheats room causing increase in A/C use

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This window is already shaded by a nearby tree. Evaluate cooling-season exposure to determine

cost effectiveness of window shades or solar films.

WEATHERIZATION ASSISTANCE PROGRAM

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