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1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

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Page 1: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

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FFY2015 EAP Annual Training August 12 & 13, 2014St. Cloud

ERR, EAP WAP & WAP

Page 2: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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Training topics: ERR for off-peak heating systems ERR vs EAPWX – ERR funding on 10/1 Referring ERR emergencies to WAP Replacements – Highest AFUE efficiency ERR is not used to repair or replace central air components Entering inspection information in eHEAT Allow alternative ERR inspection costs with DOC EAP

approval

Chapter 8 - ERRChapter 8 - ERR

Page 3: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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ERR for ‘off-peak discount program’ heating systems

Furnace Terms and Definitions section (Pg. 3) Off-Peak or Dual Fuel Discount Programs: Electric

discount programs requiring the household to use another heating fuel type when electric heat is switched off. This is not considered a redundant heating system because it does not provide continuous heat. Allows repair/replacement of either or both heating units when

enrolled in the electric discount program Note: There is also language in the “ERR Assessment” and “ERR

may not be used for” sections on page 3

Chapter 8 - ERRChapter 8 - ERR

Page 4: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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ERR vs EAPWX – ERR funding on 10/1ERR funds will be available on 10/01 for program start-up. $1 million will be available DOC EAP allocates around 2/3 of the $1M Not all ERR funds are distributed on 10/01 due to varying

demand for funds from year to year Request funds as needed Limit your request until federal funds arrive

Chapter 8 - ERRChapter 8 - ERR

Page 5: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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Referring ERR to WAP

Refer no-heat and life-threatening heating system emergencies when:

EAP does not have ERR funds available to assist households EAPWX funds are available

Note: The temperature restriction is removed ERR funds will be available on 10/01

Chapter 8 - ERRChapter 8 - ERR

Page 6: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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Replacements – Highest AFUE Efficiency

Furnace replacements must have a minimum efficiency level of 90% AFUE (Annual Fuel Utilization Efficiency) or 80% for oil.

EAP recommends installing the highest efficiency furnace available

Chapter 8 - ERRChapter 8 - ERR

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FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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ERR cannot be used to repair or replace air conditioners (Pg. 3)Repair or replacement of central air-conditioning components including A-coils is not allowed.A furnace cannot be repaired or replaced if an air conditioner condensation or other problem may damage the furnaceERR funds may be used as needed to remove or disconnect the A-coil to prevent damage to the furnace

Obtain permission from the household if removing or disconnecting the A-coil

Implement ‘Walk Away Policy’ if needed

Chapter 8 - ERRChapter 8 - ERR

Page 8: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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ERR cannot be used to repair or replace air conditioners (Pg. 3)When repair or replacement of a furnace involves the presence of central air, ERR activity is limited to the contractor’s procedures to perform the activity.Cleaning a plugged A-coil to allow air to flow though the ductwork is considered a heating system repair

Chapter 8 - ERRChapter 8 - ERR

Page 9: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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Entering inspection information in eHEAT – revision (Pg. 9)If a ERR repair is inspected, an Inspection task must be entered in eHEATDo not complete the ‘Maintain Post ERR Inspection’ screen in eHEAT for repair inspections

Chapter 8 - ERRChapter 8 - ERR

Page 10: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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Entering inspection information in eHEAT – revision (Pg. 9)An ‘inspection task’ must be completed in eHEAT for all ERR inspectionsThe ‘Maintain Post ERR Inspection’ screen must be completed in eHEAT for all inspected replacements

Chapter 8 - ERRChapter 8 - ERR

Page 11: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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ERR Inspection Costs (Pg. 10)Any alternative methods of paying for ERR inspection

costs must be reported to the DOC prior to payment.

Once approved, the alternative method is approved for future use

The alternative method for determining inspection costs must follow local agency policy and processes

Chapter 8 - ERRChapter 8 - ERR

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FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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StructureEAP/WAPEAP/WAP

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FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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EAP Funds Are Transferred to WAP (EAPWX) The Weatherization Assistance Program completes an

EAPWX State Annual Plan High level coordination

– Includes use of funds Signed by Michelle Gransee and John Harvanko

EAP/WAPEAP/WAP

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FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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When & What EAP Funds Are Transferred to WAP? After EAP receives all regular LIHEAP grant awards EAPWX State Annual Plan is signed Percentage of Regular LIHEAP funds

EAP/WAPEAP/WAP

Page 15: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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EAP funds transferred to EAPWX Past 8 Years FFY2014: $ 5,197,037** FFY2013: $10,933,452* FFY2012: $11,684,014* FFY 2011: $ 7,262,047 FFY 2010: $ 7,226,376 FFY 2009: $ 7,226,376 FFY 2008: $ 3,874,401 FFY 2007: $ 3,873,447

Exceptions: *10% transferred in FFY2012 and FFY2013; ** less $530,000

EAP/WAPEAP/WAP

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FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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What are EAPWX funds for?

LIHEAP Statute:“Provide low-cost residential weatherization and other cost-effective energy-related home repair”

EAP/WAPEAP/WAP

Page 17: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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EAPWX Minnesota LIHEAP State Plan Includes: % of EAP funds budgeted Eligibility Use of funds

EAP/WAPEAP/WAP

Page 18: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

FFY2015 EAP Annual TrainingAugust 13 & 14, 2014

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EAP & WAP Coordination when no ERR funds are available

ERR Referrals to WAP Heating system emergencies

– Life-threatening

Crisis timelines -18/48 hour rules

EAP/WAPEAP/WAP

Page 19: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Weatherization Assistance Program2014-2015 Updates

Jodi Bellefeuille

Page 20: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Jodi Bellefeuille - Introduction

• Weatherization Administrative Monitor– Began February 2014

• Past:– Grant program planner & online grant

system developer at MN Division of Homeland Security & Emergency Management

– Non-profit housing agency program administration in Minneapolis and Hennepin County

– AmeriCorps Volunteer20

Page 21: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Staffing Update

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• Supervision: Michelle Gransee• Training & Technical Assistance: Marilou Cheple,

Vacancy• Desk Monitoring: Lorraine Larson• Administrative Monitoring: Jodi Bellefeuille,

Vacant• Field Monitoring: Ivan Karnes, Bill Dixon, Dean

Tran• Fiscal Support: Jana Pearson

Page 22: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Program Year 2013July 2013-June 2014

PY13 Production – All Funds

Weatherized Units

Standalones

1952 1094

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EAPWX funds were used in 1360 of the PY13 weatherized units

Page 23: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Current Funding Update

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Fund Funding End Date

Carryover Available

Status PY14 SP Allocation

WAP DOE A2500

6/30/2015 No Allocated $10,208,634

Propane A2501

6/30/2015 No Allocated $160,000

MNWX A2001

6/30/2015 No Allocated $382,977

EAPWX A2104 (eHeat = CO2)

1/15/2015 No Allocated $4,016,729

EAPWX A2105 (eHeat = CO)

9/30/2015 Yes* Not Yet Allocated**

$5,015,141* 25% of individual Service Provider allocations may be carried over from 6/30/15 to 9/30/15** Individual Service Providers will receive EAPWX A2105 funds when 80% of EAPWX A2104 is spent

Page 24: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

PY14 Unit Averages

Unit Average

Health & Safety

Average

DOE $5,000 $750

EAPWX $5,000 $1,000

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At least one energy conservation measure must be completed with EAPWX funds when EAPWX funds are spent on any audit event

Page 25: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Upcoming Changes

• Standard Work Specifications (SWS)– Nationwide standards define desired

outcomes for all measures– All work completed after April 1, 2014 must

be inspected and monitored in accordance with USDOE SWS

• Quality Control Inspector (QCI) Certification– All auditors and inspectors must be

certified by July 1, 2015– 20+ have been certified to date, additional

training and testing will be offered in PY14

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Page 26: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• Income guidelines align with USDOE– 50% of SMI or 200% of Federal Poverty

Guideline amounts, whichever is greater. • Maintains eligibility for clients through

Sept 30 with audits that take place by October 31

• Changes 18-month language to September 30

• Applies WAP Disaster Plan to all funds including EAP/WX

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Page 27: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• Allows for situations where SP is temporarily suspended for state to contract with one or more alternative (rather than neighboring) Service Providers

• Exchange of monitoring reports between state EAP and WAP monitors, coordination to address shared findings between programs

• Maintains inspection of a minimum of 5% completed dwellings by state monitors

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Page 28: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• Unallowable baseload measures:– Lighting– Refrigerators–Water heat tank insulation– Shower heads– Pipe wrap installations on water heaters

and boilers– Oven, range, or stove installation

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Page 29: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• General (incidental) repairs are allowed when the repair is deemed necessary to ensure the effectiveness of an installed weatherization conservation measure

• Requires that the relationship between the measure and the general repair is documented in the comments area of WA

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Page 30: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• Multi Family Dwellings– Tenants must directly or by meter pay

their own heating bills– Conservation work is limited to heating

systems– Vacant dwellings may not be

weatherized

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Page 31: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

EAPWX State Plan

• Inspections– 100% of weatherized units using EAPWX

funds must be inspected– Standalone events using $500 or more

of EAPWX funds must be inspected

• Rental standalones– $2,000 limit per standalone event

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Page 32: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Walkaways/Deferrals

• Service Providers across the state have reported walkaway/deferral rates ranging between 5-60%

• No statewide data on actual rates or reasons

• PY14 policy requires Service Providers to maintain a database of all walkaways

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Page 33: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

WAP Policy Manual

• Program information can be found in the Weatherization Policy Manual on the Commerce website

• Revisions going online in the coming weeks

• Entire manual will be reviewed in PY14 for needed updates and to be in accordance with USDOE SWS

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Page 34: 1 FFY2015 EAP Annual Training August 12 & 13, 2014 St. Cloud ERR, EAP WAP & WAP

Questions?

All programmatic questions should be sent to

[email protected]

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