crew leader - indiana community action association … · effective crew management and how to...
TRANSCRIPT
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