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  • NREL is a national laboratory of the U.S. Department of Energy Office of Energy Efficiency & Renewable Energy Operated by the Alliance for Sustainable Energy, LLC This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

    Contract No. DE-AC36-08GO28308

    Multifamily Energy Auditor Job/Task Analysis and Report September 2013 Corina M. Owens, Ph.D. Professional Testing Inc. Orlando, Florida

    NREL Technical Monitor: Christina Larney

    Subcontract Report NREL/SR-7A40-60447 September 2013

  • NREL is a national laboratory of the U.S. Department of Energy Office of Energy Efficiency & Renewable Energy Operated by the Alliance for Sustainable Energy, LLC This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

    Contract No. DE-AC36-08GO28308

    National Renewable Energy Laboratory 15013 Denver West Parkway Golden, CO 80401 303-275-3000 • www.nrel.gov

    Multifamily Energy Auditor Job/Task Analysis and Report September 2013 Corina M. Owens, Ph.D. Professional Testing Inc. Orlando, Florida

    NREL Technical Monitor: Christina Larney Prepared under Subcontract No. AXL-3-23317-01

    Subcontract Report NREL/SR-7A40-60447 September 2013

  • This publication received minimal editorial review at NREL.

    NOTICE

    This report was prepared as an account of work sponsored by an agency of the United States government. Neither the United States government nor any agency thereof, nor any of their employees, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States government or any agency thereof. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United States government or any agency thereof.

    This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

    Available electronically at http://www.osti.gov/bridge

    Available for a processing fee to U.S. Department of Energy and its contractors, in paper, from:

    U.S. Department of Energy Office of Scientific and Technical Information P.O. Box 62 Oak Ridge, TN 37831-0062 phone: 865.576.8401 fax: 865.576.5728 email: mailto:reports@adonis.osti.gov

    Available for sale to the public, in paper, from:

    U.S. Department of Commerce National Technical Information Service 5285 Port Royal Road Springfield, VA 22161 phone: 800.553.6847 fax: 703.605.6900 email: orders@ntis.fedworld.gov online ordering: http://www.ntis.gov/help/ordermethods.aspx

    Cover Photos: (left to right) photo by Pat Corkery, NREL 16416, photo from SunEdison, NREL 17423, photo by Pat Corkery, NREL 16560, photo by Dennis Schroeder, NREL 17613, photo by Dean Armstrong, NREL 17436, photo by Pat Corkery, NREL 17721.

    Printed on paper containing at least 50% wastepaper, including 10% post consumer waste.

    http://www.osti.gov/bridge mailto:reports@adonis.osti.gov mailto:orders@ntis.fedworld.gov http://www.ntis.gov/help/ordermethods.aspx

  • iii This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

    Project Overview The U.S. Department of Energy (DOE) Weatherization Assistance Program (WAP) and the National Renewable Energy Laboratory (NREL) developed the Guidelines for Home Energy Professionals (Guidelines) project to support and promote high-quality energy upgrade work within the WAP.

    The development of job/task analyses (JTAs) is one of three components of the Guidelines project, and it will allow industry to leverage these components to develop training resources, quality assurance protocols, accredited training programs, and professional certifications. The development of these foundational materials for the WAP, and for the home performance industry, will facilitate a growing, skilled workforce for home energy upgrades that is able to meet the increasing demand for energy upgrade work while maintaining quality assurance for homeowners and employers.

    NREL secured the services of Professional Testing Inc. to develop JTAs and specifically to identify and catalog all of the tasks performed by individuals in each of the multifamily specific job categories listed below, as well as the knowledge, skills, and abilities (KSAs) needed to perform the identified tasks.

    • Multifamily Energy Auditor

    • Multifamily Building Operator

    • Multifamily Retrofit Project Manager

    • Multifamily Quality Control Inspector. This report describes the JTA development process, provides a summary of the JTA validation study and an analysis of the study data, and contains a content outline and “developing a curriculum” DACUM chart for multifamily energy auditors.

  • iv This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

    Table of Contents Project Overview ........................................................................................................................................ iii Introduction ................................................................................................................................................. 1

    Process for Selecting Subject Matter Experts ......................................................................................... 1 Methods ........................................................................................................................................................ 3

    Overview of Job Analysis Process ......................................................................................................... 3 Job/Tasks Analysis Workshop ............................................................................................................... 3

    JTA Workshop Attendees ............................................................................................................. 5 Job/Task Analysis Validation Study ...................................................................................................... 6

    Development of Demographic Questions for the Online Validation Study .................................. 6 Development of Task-Rating Scales for the Online Validation Study .......................................... 6 Administration of the Online Validation Study............................................................................. 7

    Results ......................................................................................................................................................... 9 Online Validation Study ......................................................................................................................... 9

    Study Respondent Demographics ................................................................................................. 9 Overview of Study Respondents’ Ratings for Task Statements .................................................. 17 Reliability of Tasks Ratings ........................................................................................................ 20

    Results of Post-Validation Review Meeting ........................................................................................ 20 Review of Study Respondent Demographics .............................................................................. 20 Review of Low-Rated Tasks ....................................................................................................... 21 Review of Missing Tasks and Additional Comments ................................................................. 23 Final Weighting of Task List and Proposed Content Outline ..................................................... 27

    References ................................................................................................................................................. 32 Appendix A. Opportunity Announcement .............................................................................................. 33 Appendix B. Job/Task Analysis for a Multifamily Energy Auditor ....................................................... 34

    Multifamily Energy Auditor Job Description ....................................................................................... 34 Introduction .......................................................................................................................................... 34 Subject Matter Expert Selection Process .............................................................................................. 35 Job/Task Analysis Workshop ............................................................................................................... 35 Results .................................................................................................................................................. 36 References ............................................................................................................................................ 36 Nomenclature .............................................

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