Tiger Adolf - Energy OutWest

5/14/2014
Beyond the Horizon: How New Industry
Standards and Credentials Grow
Markets and Career Paths
Energy Out West
San Diego, CA
April 16, 2014
Tiger Adolf
Building Performance Institute
Agenda
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Home Performance/Weatherization
Trends
About BPI
Consumer awareness
BSP
Upgraded BA
Recertification
Home Energy Professional (HEP) certifications
Standards
BPI Rater
Typical home…full of systems…
Key Question:
Do you know
where your
fresh air comes
from?
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This home is
90 years old
and has never
had a physical
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Drainage system
Foundation system
Flooring system
Wall system
Ceiling system
Roof system
Heating system
Air conditioning system
Ventilation & IAQ systems
Moisture control systems
Distribution system
Exhaust systems
Plumbing systems in/out
Electric, Appliance
& Lighting systems
Energy management system
What is Home Performance?
Unsealed Rim Joists
Uninsulated Ducts
in Crawl Space
Mold on
Walls
Open
Sump
Pit
Visitors
Dirty Furnace
Filters
Corrosion on
Hot Water Tank
The whole house
approach to improving the
comfort, health, safety,
energy efficiency and
durability of your
customers’ homes.
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5/14/2014
Why We Care: 130 million reasons for Home
Energy Upgrade Contracting
Growing Market Demand
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About 1/3 of owner-occupied homes are 45+ years old
Another 1/3 is between 25 and 45 years old
About 1/3 are newer than 25 years – built with building
codes—if adopted
2/3 of homes built before modern energy codes
• Drafty, uncomfortable and expensive to operate
• Old equipment in need of upgrades
• Occupants sensitive to indoor air quality problems
Global Energy Efficiency Housing Sector
80
84
60
Billion US$
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20
0
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2012
Source: Energy Efficient Homes, Pike Research,
Navigant Energy Practice, 2Q, 2012
What is BPI?
About BPI
 Serving you for 21 years
 Staff of about 30
 Founded as an organization to provide independent,
third party verification of worker skills
2020
Quality
Assurance
Standards
BPI
July 2010
Certification
August 2012
Accreditation
Who
BPI
Works
With
Consumer Awareness
BPI Certified
Professionals
BPI
Test Centers & Proctors
BPI
Accredited
Contractors
BPI
Home Owners
Quality Assurance
Providers
State and
Local
Government
Programs,
Utility
Programs
 Consumer awareness is important as this trend
continues
 BBB Partnership
 Google Ad Grant
 Consumer facing website
 DIY, remodeling, home construction media outlets
 Consumer focused festivals
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5/14/2014
Consumer Awareness
Consumer Awareness
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BPI GoldStar Contractor
More details to come!
 Builds on Quality
Management Systems
 Business Practices
 Limited QA (on request)
 Discounts on BSP for staff
 Discounts on exams and
renewals
Introducing the BSP Certificate
 Launched in January 2013
 Knowledge based certificate
 House-as-a-system building
science
 Not a BPI professional certification
– no certification renewal
 Companion Reference Guide
Tiger Adolf
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Not Everyone Needs to
be an Energy Auditor
Exploring BPI's Building Science
Principles Certificate of Knowledge
BSP Certificate Exam
 100-question online exam verifies
basic knowledge of building
science
 No field testing
 Questions based on companion
BSP Reference Guide
 Take exam anytime online or at
local BPI Test Center
 Two hours to complete exam
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5/14/2014
BSP Companion Reference Guide
 Prepares candidates
for BSP exam
 Accessible to broad
audiences
 Purchase online or
printed version
Who should hold the BSP certificate?

Contractors and installers – Home
Performance/ HVAC/ Insulation/
Windows
– Understand the impact of your work
on the “system”
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Contractor staff/ salespeople –
Recognize whole house issues and
advise customers

Manufacturer dealers/distributors –
Understand “system” components and
relationship to products and services
Who should hold the BSP certificate?
(cont.)
 Program managers
Make informed decisions
that impact homeowners
 Energy policy regulators
Reduce risk
 Building departments
Move beyond code
(minimum standards)
Why BSP certificate?
 Persistent demand for
knowledge based
credential w/out field
testing from multiple
market sectors
 For those who work in
the building trades and
need to know how
homes work
Who should hold the BSP certificate?
(cont.)

Students – Community College/
Technical College/ Secondary
School
– Demonstrate knowledge of
principles behind green buildings/
sustainable design
Who should hold the BSP certificate?
(cont.)

Home Inspectors - Understand
“system” components & relationships

Appraisers - Incorporate energy
efficient features into valuation of
homes

Realtors – Educate home buyers and
sellers at time of sale

Estimators - Verify prioritized work
scopes
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5/14/2014
How to register for the BSP exam
www.bpi.org/certificate
Take exam at local BPI Test Center
www.bpi.org/certificate
BSP Toolkit for Test Centers
 Link to full information - http://www.bpi.org/certificate
 Link to BSP Reference Guide sneak peek - (Upper right-hand corner)
http://www.bpi.org/certificate
 The BSP certificate Testable Knowledge List
 Full color promotional flyers for three target market segments
 Information on pricing discounts for BPI Test Centers
 BSP certificate icon for use on websites
 BSP certificate FAQs sheet
Use Test Center
locator at BPI.org
Use training
organization
locator
BSP prices
www.bpi.org/certificate
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BSP Online Exam $99
BSP Online Reference Guide $99
BSP Printed Reference Guide $119 plus shipping
Wholesale prices for BPI Test Centers
Consult local test centers for training and testing
packages
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5/14/2014
Sneak peek of BSP Reference Guide
Complete information on BSP
www.bpi.org/certificate
www.bpi.org/certificate
BPI’s Core
Certifications
Heating Professional
Beyond the Core – BA Upgrade
Envelope Professional
Building Analyst
Air Conditioning /Heat Pump
Professional
The BPI Motto:
First and Last,
Do No Harm
Test-in and Test-out
Air Leakage Control
Installer (RBE-WHALCI)
BA Upgrade
BA Upgrade
• Beginning February 1st
• New Testable Knowledge List at bpi.org (here)
• Written exam includes Modeling and Work Scope
knowledge areas
• Field exam
• Focus on the diagnostics/collecting data
• Ventilation standard neutral
• Reduced subjective items
 WHY?
 Began in 2001
 Limited focus
 Outdated material
 Industry evolving
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5/14/2014
BA Upgrade - “Wait a Minute!”
UPDATE: BA Upgrade
 New topics
 Principles of software modeling
 Developing a scope of work for
customers
 Updates on old topics:
 In the written and field exams
 Assessing whole-building ventilation
 Measuring airflow,
 Combustion safety and testing/
www.bpi.org/upgrade
• What Standard is the reference?
• Why did some of the field exam items
leave?
• Some items seem to contradict (CGD)
• Where is the ventilation?
• What about ‘combined’ exams?
data collection.
 February 1st, 2014
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Already Certified?
Recertification
 BA Renewal candidates seeking to waive the BA
written exam by earning 30 CEUs over their 3-year
certification period must earn six (6) of these CEUs by
attending training for software modeling and work
scope development skills
Renewal Update
Renewal Update
 If you have experience with modeling or work
scope development, you DO NOT need the CEUs.
 Self attest or have your supervisor attest for you
 BPI’s Certification Renewal Policy: May NOT need
to take the updated written and/or field exam,
depending on the policy you qualify for.
 Note: Trainers and proctors should review BPI’s
Certification Renewal Policy or the Certification
Renewal Policy for Proctors to see renewal criteria
specific to them.
 Some examples, not all scenarios
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5/14/2014
Renewal Example 1: No Exams
Necessary
Renewal Example 2: Written Exam
Necessary
 IF you have earned 30 CEUs during your current BA
certification period = the BA written exam is waived.
 IF you can document 3,000 hours of relevant work
experience during your current BA certification period OR
 You have been BA certified for 9 consecutive years
 The BA field exam is waived.
Renewal Example 3: Written and Field
Exam Necessary
 If you have earned between 10 and 29 CEUs during your
current BA certification period = 50 question written exam
that includes new material on software modeling and work
scope development.
 If you can document 3,000 hours of relevant work
experience during your current BA certification period OR
 If you have been BA certified for 9 consecutive years;
 The BA field exam is waived.
Earning CEUs
 If you have earned less than 10 CEUs during your current
BA certification period = 100 question BA written exam
that includes new material on software modeling and work
scope development.
 If you do not have 3,000 hours of relevant work
experience OR
 If you have not been BA certified for 9 consecutive years
 Take the updated BA field exam.
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Earning CEUs
Home Energy Professional
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5/14/2014
Competency Framework
Building a Career Ladder
Management Skills
Professional
Certification
Advanced
Technical Courses
Fundamental
Skills /
Certificate
General
Education
Requirements
Employment
Eligibility
dkd
dkd
HP Knowledge, Skills and Abilities
Employment Ready
Home Energy Career Self
Assessment
Contextualized Communication
Skills
Safety
Basic Computing Skills for forms
Soft and Other Basic Employment
Skills
Intro to Building Science
Concepts and Diagnostics
DOE’s Guidelines for Home Energy
Professionals Project
Define
the
Work
Installer or Audit Assistant
Basic
Construction Skills
Basic Installation Measures; air
sealing, insulation, base load
Advanced Installer
Basic
Combustion
Safety
Installer
Certification
Diagnostic
Testing
Building
Envelope
Building Science
Applied Mathematics
Advanced
Wx Skills
Sustainable
Lighting
How Do We Achieve Quality?
Certify
the
Worker
Crew Chief / Energy Auditor
Inspection and Advanced
Measure Installation
Advanced Diagnostic Testing
Codes
Advanced Combustion Safety
Verify
the
Training
Retrofit,
Energy
Consumption
Industry Certifications – Crew
Chief or Energy Auditor
Software Modeling Skills
Project Manager/ Production Coordinator
Dkdkd Customer Management
Dkdkd
Dkdkd
Plan/Direct/Coordinate
ddkk
Organization
Operations
Formulate
Policies
Scheduling and Production
Inventory Management
Owner/Operator
Manage Daily
Operations
Plan Use of
Materials and
Human Resources
Certifications
Business License –
Contractor’s License
Four Home Energy Professional (HEP)
Certifications
• Advanced credentials for
experienced workers
• ANSI accredited to ISO
17024 standard
• Pilot exam program
completed in April 2013
• Focused on most
important jobs in industry
QC Inspector
Energy Auditor
Retrofit Installer
Why advanced credentials now?
Lack of access to skilled
workers:
“Lack of trained workers
capable of performing to
nationally recognized
standards of work consistent
with customer expectations -- Recovery Through
Retrofit, Oct 2009
Crew Leader
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5/14/2014
What makes the HEP certs advanced?
Demonstrate advanced competency through:
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Internationally recognized
Accredits to the ISO 17024 standard – global benchmark for
personnel certifications
Only certification standard recognized by the federal
government
Provides quality assurance to programs, employers and
consumers by providing recognizable credential for judging
competency
Energy Auditor
 Work experience prerequisites
 Building science training
 Industry certifications (BPI, RESNET, NATE, EPA)
 Passing written and field exams administered by
participating BPI Test Centers.
Retrofit Installer
Evaluate the energy efficiency,
health, and safety of a home, and
use diagnostic equipment to identify
areas for energy savings. Use
modeling software to produce an
audit report and develop a
prioritized scope of work for the
customer.
Crew Leader
Ensure quality and
supervise the installation
and performance of
weatherization measures
defined in each project’s
work scope developed
during the
auditing/estimating
process.
Ensure quality and compliance
of proper installation/execution
of products and services
related to existing home
energy efficiency. Install
residential envelope air
sealing, HV/AC duct sealing,
minor lighting upgrades, and
basic home repairs.
Quality Control Inspector
Verify compliance of retrofit
work performed based on work
plans and standards. Use
diagnostic equipment to
conduct audits and inspections,
and develop reports that
specify corrective actions to
achieve optimal whole house
home performance.
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5/14/2014
Benefits for Programs
What’s In It For Me?
 Take the guesswork out of specifying credentials
 Identify and retain capable contractors through HEP
certification
 Set uniform expectations for work through SWSs.
 Ensure top quality work for homeowners
 Show measurable results for rate payers/ tax payers
 Reduce risk of liability
 Reduce program costs
 Improve service delivery
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Benefits for Employers
Benefits for Workers
Higher-quality workers doing better work leads to:
 Improved customer satisfaction
 Increased profits and reduced costs due to:
 Differentiate from the
competition
 Job security
 New job opportunities
 Higher level of professionalism
 Reduced call backs
 Fewer emergency replacements
 More referrals – drive new business by building
consumer trust
.
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Additional Benefits for Employers
• A skilled employee base can increase:
o
o
Productivity by 230%
Retention by 70%
• A skilled employee base equals a 7,000% return on
investment for employers from improvements in:
o
o
o
o
Accuracy
Work safety practice
Customer service
Time management
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What happens to BPI’s current certs?
 HEP certifications not replacing
BPI’s existing certifications in the
industry.
 Will complement and build upon
BPI's existing certs in the home
performance career ladder.
 Program managers may choose to
phase in specifying HEP certs over
3 year period (as core certifications
come up for renewal)
*From the National Skill Standards Board: Benefits of Skilled Workforce, 2010
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5/14/2014
HEP Certifications on the Web
Study Up!
www.bpi.org/HEP
Find resources:
 Application
 Prerequisite Criteria
 Certification
Scheme Handbook
 Job Task Analysis
BPI Rater – www.bpi.org/rater
Want More?
Become a Rater…
(say what?)
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Home Energy Auditing Standards
Standards News
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5/14/2014
What’s New with Standards
We Need Standards
 Data Standards
 Energy Auditing Standards and Basic Practice
 Multifamily
BPI 1100 Home Energy Auditing
Standard
BPI 1200 Standard Practice for Basic
Analysis of Buildings
 Defines the minimum criteria for conducting a building-sciencebased evaluation of existing, detached, single-family dwellings
and townhouses that have independent mechanical systems for
each dwelling unit; direct access to outdoors for each dwelling
unit; and were designed to have continuous party walls with no
penetrations to adjacent units, (edited for space)
 The evaluation will address energy usage, and limited aspects of
building durability and occupant health and safety. The
evaluation will provide a comprehensive scope of work to
improve the home and will include a cost-benefit analysis.
 Defines the minimum criteria for conducting building science
based inspections and diagnostic testing of existing detached
single-family dwellings and townhouses that have independent
mechanical systems for each dwelling unit; direct access to
outdoors for each dwelling unit; and were designed to have
continuous party walls with no penetrations to adjacent units
 The building evaluation will address energy usage, and limited
aspects of building durability and occupant health and safety.
 Provides specific procedures regarding how to meet the
requirements detailed in BPI-1100-T.
Use BPI 1200 +
Knowledge Testing
List for BA to study
for updated BA
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Home Performance (HP)XML
What is it & why does it matter?
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Collaboration of 80+ stakeholders (WG-5) over 3 years
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Contractors, program administrators, federal governmental agencies, software
developers, nonprofit organizations
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Benefits to using HPXML
 Reduce transactional costs associated with collecting and
transferring data
 Clearer communication
 More software options
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Data Standards Approved as BPI Standards in July 2013

BPI-2200 – Data dictionary of 800+ elements describing all aspects of home
performance projects (e.g., energy audit, measures installed, energy savings, etc.)

BPI-2100 or HPXML – Extensible mark-up language (XML) standard for
transferring data elements defined in 2200 between any home performance
stakeholder regardless of software system used (e.g., contractors, program
administrators, utilities, etc.)
 Minimal data entry
 Common definitions for programs and contractors
 Streamlined customer approval process
“The fact that we can all speak the same language is a great thing. It takes interpretation out of the game, and
streamlines the process and makes it more efficient. When we can model a job sitting at a kitchen table, press a button,
and get a green light telling us the job is approved, it’s a great thing.” – Hal Smith, President, Halco
“[HPXML] will allow us to work with other programs and gives us more software options. It will push home performance
forward and help it grow.” – Dominic DeLeo, Manager, Isaac Home Energy Performance
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5/14/2014
HPXML Pilot Testing
 Goal: Create standard data sets associated with specific use cases
(e.g., audit, project completion/test-out)
In Progress
Completed
Recruit contractors, programs to test
HPXML using multiple software systems
 NYSERDA (NY), APS (AZ), LEAP-VA
create unified data set for reporting test-out
Recruit software developers to test
HPXML for use with clients
 Energy modeling software “Auditor” first to
transfer data to NYSERDA program admin
software (CSG); Optimizer to test shortly
Prepare for ANSI review of data
standards in January 2014
 Software developers, programs meet in
Oregon to vet technical issues, use case
 Next Steps
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
Build support for HPXML among programs, contractors
Expand HPXML testing
Certificate of Completion for Whole-House
Energy Efficiency Upgrades
 BPI-2101-S (Complete)
 Minimum set of data elements for a standard certificate
that documents the results of a whole house energy
upgrade (HEU)
 Information about major energy conservation measures
and related improvements implemented, as well predicted
energy savings and other relevant information.
On the Horizon
Working Group 1:
(BPI-3300-A) Air Distribution System Energy
Performance Applications
Working Group 2:
(BPI-6300-S) Quality Assurance Inspection
Working Group 3:
(BPI-3200-A) Envelope Insulation Applications
Working Group 4:
(BPI-3100-A) Envelope Air Leakage Control
Applications
Working Group 5:
(BPI-2100-S and BPI-2200-S) Home PerformanceRelated Data Collection and Data Transfer
Calibration - Delta Standard
 ANSI/BPI-2400-S-2012 Standards and Process for
 Specifies a process for using an approved building energy simulation
software tool and actual energy bills to calibrate the model to the actual
energy use of the home, and provides a set of criteria to be used in the
final calculation of standardized estimated savings that may be
considered in compliance with this standard.
 Calculation of standardized predicted savings based on difference
(delta simulation) between the modeled energy usage before an
energy upgrade (or set of upgrades) and modeled energy use after an
upgrade (or set of upgrades)
 Applies to existing detached single-family dwellings and townhouses
Become involved!
 Questions?
 Visit www.nhpci.org for more information
 Standards available for download at:
 http://www.bpi.org/standards_approved.aspx
 Contact
 Robin LeBaron, National Home Performance Council
robin.lebaron@nhpci.org
Beyond the Horizon
Working Group 6:
(BPI-1101-S-2000) Updating of the BPI Building
Analyst Standard
Working Group 7:
(BPI-1200-S) Basic Analysis of Buildings
Working Group 8:
(BPI-3203-I) Standard for Medium Density Closed
Cell Spray Polyurethane Foam Rigid Cellular
Plastic – Installation
Working Group 9:
(BPI-2101-S) Standard Requirements for a
Certificate of Completion for Whole-House Energy
Efficiency Upgrades
Working Group 10:
(BPI-1105-S) Standard Practice for Multifamily
Building Energy Auditing
 Standards and Certifications developed as
industry needs are identified and supported
 Updates and ANSI accreditation for remaining
legacy standards
 BSP tailored delivery for specific industries (i.e.,
BSP-REP)
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5/14/2014
Get Involved – You are the Industry –
Consensus takes involvement
 Standards Technical Committee
 Working Groups
 Certification Scheme Committees (CSCs)
Thank You
Tiger Adolf
Director of Program Design and Market
Development
Building Performance Institute, Inc. (BPI)
518.951.0666 (Cell) (NY Phone, CA Office)
tadolf@bpi.org
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