Crew Leader

Lesson Plan

Learning Objectives

By attending this session, participants will:

Be exposed to all the requirements needed to function as a Crew Leader in the DOE Weatherization Program, including but not limited to:

o Defining the responsibilities of the crew leader, which includes the determination of who the crew leader must interact and communicate with, and all other expectations of the crew leader necessary for successful weatherization.

o An explanation of adult learning principles, why good teaching is a critical part of effective crew management and how to apply teaching guidelines to help the crew learn quickly and retain knowledge.

o Basic leadership skills for effectively managing a crew and problem solving. o How to schedule workdays for effective use of time and resources and motivating the

crew to work effectively as a team. o Ongoing training requirements. o Safe work practices including OSHA regulations, DOE and EPA guidelines for working

with lead, mold, asbestos and other health hazards, and lead-safe work practices. And recognizing codes and rules affecting weatherization activities.

o Understanding the importance of material safety data sheets (MSDS), personal protective equipment (PPE), ground fault circuit interrupters (GFCI) and conditions that require a deferral on a dwelling.

o Recognizing the importance of keeping track of and maintaining tools and equipment, and how to involve crew members in tool maintenance and accountability.

o The crew leader’s role in keeping track of materials and how a perpetual inventory system works.

o Recognizing the relationships between the crew leader and other weatherization staff in maintaining material accountability.

o Description of efficient warehouse design and organization, and effective truck and trailer options.

o The criteria and cost benefits of bulk materials purchasing and material ordering in relation to job scheduling.

o The role of the crew leader in maintaining quality control through identifying errors and omissions, performing necessary diagnostic procedures for testing in and out of a house, utilizing containment areas and documentation using quality control checklists.

o Understanding basic work order components, how to correct work order errors and oversights and planning workflow to execute the work order.

Learn how to put together all the information learned in this and other classes in order to perform proper over-site and supervision of weatherization measures as called for on the weatherization audit work order.

Supplemental Materials

Handouts & Resources

Indiana WX Field Guide

Home Energy’s –Consumer Guide to Insulation

Site-built work order Mobile home work order

Indiana Energy Conservation Code

Pressure Testing Insulation Blower & Hoses

Indiana State Weatherization Policy and Procedure Manual-Section 600

DSTO Form

Closed Crawlspaces Do Double Duty

Conditioned Crawlspace Checklist

Crawlspace Solutions Regal Blue Coverage Chart

Estimating Insulation Material

Basic Electrical Inspection- INCAA Video

Insulation Practice Test

Avoiding Moisture Problems

Crawlspaces-Considering the Options

Air Sealing Homes in Weatherization

Installing the B.D. for De-Pressurization Testing

Lead Safe Work Practices-INCAA Video

Classroom Props

Plexiglas Pressure House

Air Sealing Material Samples

Insulation Material Samples

Blower Door

Calibrated Pressure Pan

Personal Protective Equipment

Wall Insulation Tubes

Wall Drilling Bits

Draft gauge Digital manometer Windy Day kit Foam Kit Samples

Telescoping Ladder

Key Terminology

Crew Leader Lead Safe Weatherization

Moisture Combustion safety

Inventory System

Whole-part-whole Approach

Known-to-Unknown

Trainee-centered Training

Work Order Problem-oriented Training

Autonomy Personal Space SMART Carbon Monoxide

IR Camera

Savings-to-investment Ratio (SIR)

On-the-job Training (OJT)

Fiberglass R-Value U-Value

Certified Renovator

Material safety data sheets (MSDS)

Ground Fault Circuit Interrupter (GFCI)

NEAT MHEA

Personal Protection Equipment (PPE)

Tactile/kinesthetic Learners

Auditory/verbal Learners

Teachable Moment

Learning Styles

Visual Learners Lead Lead safe work “Worst Case” Draft pressure

Department of Energy (DOE)

Occupational Safety and Health Administration (OSHA)

Double Insulated Tools

Environmental Protection Agency (EPA)

Mold

Deferral of Services

Community Action Agency (CAA)

ASHRAE 62.2 Daily Safety Test Out (DSTO)

Priority list

Knob & Tube Wiring

Pressure boundary

Thermal boundary

Pressure pan Personal Fall Arrest System

Corrective Action Pressure boundary

Vapor barrier Building science

HEPA Vacuum

Glazing Low-E window Asbestos MVR Knob and Tube Wiring

Air Barrier Thermal Boundary

Ventilation Indoor Air Quality (IAQ)

Lighting

Relative Humidity Crawl Space Convection Back-draft

Exhaust fan Infiltration Exfiltration Attics

IC Rated Dew Point Evaporation Saturation

Radiant barrier Vapor retarder Effective R-Value Ambient Grade

Moisture Meter Respirator Radon Conduction Radiation

Net Free Area Air-flow IAQ Eave Chutes Drainage Plane

Two-part Foam One-part Foam Expanding Foam Board Feet Cure

Crew Leader Class Overview and Prerequisites

Overview This class is intended to provide participants with the knowledge of the regulations covering, and the materials, methods and processes required for supervising the installation of weatherization measures in the DOE National Weatherization Program. We discuss all of the code and safety requirements, work preparation measures, client and crew communication requirements, materials procurement and organization, and work site supervision duties involved in the shell retrofit process. The goal of this class is to provide the knowledge basis for crew leaders who will be involved in the supervision and over-site of the installation measures within the Indiana Weatherization Program. There are a few pre-requisite and additional classes recommended in addition to attending this session.

Class Prerequisites Weatherization 101 – Introduction to Weatherization Retrofit Installer/Shell OSHA 30 hour class Moisture and Mold Awareness Lead Safe Work Practices Additional Recommended Classes Air Sealing Site Built Homes Insulating Site Built Homes Daily Safety Test Out Procedures Mobile Home Weatherization Introduction to Infrared Thermography Building Tightness Guidelines High Performance Insulation: Two-Part Spray Foam and High Density Cavity Insulation Understanding ASHRAE 62.2

Crew Leader Class Content Summary

Participants will be provided with a copy of the Indiana Weatherization Field Guide

Day 1 Develop and Review the Work Order

Provided for class: Indiana State Weatherization Policy and Procedure Manual-Section 600; Site-Built Work Order; Mobile Home Work Order;

o Identify and Disperse Paperwork

o Dealing with Audit and Homeowner Concerns

o Developing a Strategy for Necessary Corrective Actions o Developing Production Schedules

Identifying Materials and Staffing Needs Provided for class: Indiana Weatherization Field Guide/Chapter 2-Building Model; Site-Built Work Order; Mobile Home Work Order; PPE Classroom Props;

o Identifying Skill Sets Necessary for the Job

o Identifying Total Hours and Number of Individuals Necessary for Job Completion

o Identifying, Acquiring and Maintaining Necessary Materials and Equipment

o Identifying Necessary Personal Protective Equipment

Developing a Plan to Execute the Work Order On Site Provided for class: Indiana Weatherization Field Guide/Chapter 1-Wx Process & Chapter 3-Health; Site-Built Work Order; Mobile Home Work Order; Basic Electrical Inspection-INCAA Video; Lead Safe Work Practices-INCAA Video;

o Determining the Expectations of the Homeowner o Conduct Interior and Exterior Home Inspection with the Crew In Order to:

1. Confirm Completion of Prerequisite Work 2. Perform Initial Job Safety Inspection 3. Develop Specific Site Safety Plan to Address and Unsafe Conditions or Hazards 4. Document Pre-existing Conditions 5. Ensure Work Areas Are Accessible 6. Identify Need for Any Job Order Changes 7. Adjust Work Schedule As Needed

o Conduct Walk Through with the Homeowner in Order to: 1. Explain What the Crew Will Be Doing and Answer Questions 2. Verify Specific Homeowner Issues 3. Obtain All Necessary Pre-Work Sign-Offs

Prepare the House to Execute the Work Order

Provided for class: Indiana Weatherization Field Guide/Chapter 1-Wx Process & Chapter 2-Building Model & Chapter 3-Health & Safety & Chapter 5-Air Flow; Lead Safe Work Practices-INCAA Video o Protecting the Interior and Exterior of the House o Setting Up Proper Containment o Testing In (e.g. Blower Door, Zone Pressures, IR, Combustion Appliances, etc.) o Work Order Revising If Necessary

Day 2

Execute the Work Order and Manage the Project Provided for class: Indiana Weatherization Field Guide/Chapter 2-Building Model & Chapter 3-Health & Safety; Site-Built Work Order; Mobile Home Work Order; Home Energy Article “First Things First: Insulating Wall Cavities”; o Monitoring Safety Practices for Employees, Contractors and Job Site o Engaging in Communication and Support of Crew to Ensure Job Efficiency o Documenting Work Progress/Work Order Changes with Notes and/or Photos o Maintaining Quality Control o Cleaning Up Containment Zones As Necessary o Ongoing Communication with Homeowner o Monitoring Use of Materials and Labor o Verifying That Installers Track Material Usage o Mentoring Crews As Necessary o Monitoring Contractor Compliance o Conducting End-of-Day Walk Through Verify Work and Clean Up Completion

Job Finalization Activities Provided for class: DSTO Form; Handout-“What Do the Numbers Mean?”; Indiana Weatherization Field Guide/Chapter 1-Wx Process & Chapter 2-Building Model ; ; Site-Built Work Order; Mobile Home Work Order; o Walking Through to Verify All Components of Work Scope Are Complete o Testing Out (e.g. Blower Door, Zone Pressures, IR, Combustion Appliances, etc.) o Completing Clean Up o Engaging in Final Walk Though With Homeowner

Final Documentation Provided for class: Indiana Weatherization Field Guide/Chapter 1-Wx Process & Chapter 2-Building Model; Site-Built Work Order; Mobile Home Work Order; o Obtaining Homeowner Job Completion Sign-Offs o Completing All Final Job Documentation

Crew Leader Assessment Methodology Overview Due to the technical and changing nature of the Weatherization (Wx) Assistance Program, a high priority has been placed on the training (and assessment) aspects of the program. Working in conjunction with DOE’s Weatherization Job Task Analysis, IHCDA, in cooperation with INCAA, has developed Indiana Wx Competency Standards. This Competency is a requirement to be able to work in the Indiana Wx Program. Becoming Indiana Wx Competent will require passing a written exam and a skills verification event. The skills verification event will be in addition to testing at the classroom level. There is an assessment process for each of the four Wx job classifications: Energy Auditor, Retrofit Installer (shell/mechanical), Crew Leader and Final Inspector.

Components Crew Leader Class In Class

Participation

Written test

In Field Crew Leader Field Readiness Review

Crew Leader Blower Door Field Review

Crew Leader DSTO Field Review

Assessment Event

Written test on Day 2 of class

Hand’s on proficiency (Scheduled separately with candidate following class completion and based upon having passed the written exam)

o Student will be assessed while working on a weatherization client home o Student will be required to show competency in all work measures required in the Crew

Leader job task analysis

Assessment event is considered a field day extension of the Crew Leader class and is individually scheduled by student with instructor/proctor

Scoring Requirements

Scoring is pass/fail – there will be no provisional results

70% passing score for both written test and field portion of assessment

Must be able to competently perform “Daily Safety Test Out” pressure diagnostics procedure regardless of overall score

Maintenance Competency designation will apply for three years

An Annual Competency Maintenance training will be required

24 hours of continuing education in your job designation will be required