New Jersey Weatherization & Home Energy Assistance Training Conference 2017 July 26-28, 2017 Sheraton Atlantic City Convention Center Hotel 2 Convention Blvd. Atlantic City, NJ 08401
Table of Contents Sponsors and Exhibitors... Conference Schedule at a Glance... Session Schedule and Descriptions - Wednesday... Session Schedule and Descriptions - Thursday... Session Schedule and Descriptions - Friday... Presenter Bios... Featured Speaker - Aaron Davis... 1 2 3-5 6-8 9-10 11-12 13 Sheraton Atlantic City Convention Center Hotel Maps... Back Cover
Sponsors and Exhibitors Thank You, Conference Sponsors! Exhibitors Reception Wednesday, July 26 4:30pm-7:00pm Crown Ballroom Hors d Oeuvres and Beverages Join your conference training team, staff from DCA, sponsors, and the other conference attendees for appetizers and drinks. This is a great opportunity to visit the exhibit booths and network with colleagues. There will be a cash bar, and one free drink ticket will be provided to each attendee courtesy of CHP Energy Solutions. 1
Conference Course Schedule at a Glance Wednesday, July 26 Thursday, July 27 Friday, July 28 Hot Breakfast Utilities Roundtable 7:30am to 8:30am Hot Breakfast Exhibits Open 7:30am to 8:30am 8:30am to 10:00am Program Updates for HEA Project/Program Who Moved the CAZ? Deliverables Roundtable 2 Budget and Financial Overview ASHRAE Applying Zonal Diagnostics to Effective Air Sealing Don't Use That! Use This! (Crew and Contractors) 8:30am to 10:00am 10:00am to Break/Exhibits Open Break 10:30am 10:00am to 10:30am Check-in and Continental Breakfast 8:30am to 9:30am Budget and Financial Overview Mold and Moisture: When to Walk Away and When to RUN! Who Filled the Dishwasher with Cellulose? 10:30am to 12:00pm Fraud Prevention for HEA Project/Program CAZ Solutions! Installing ASHRAE Ventilation Fans 10:30am to 12:00pm Stress How to Become the Most Efficient with WAP Online QCI Inspecting Duct Sealing Achieving Duct Performance Cost Effectively 9:30am to 12:00pm Plated Lunch with Guest Speaker (Aaron Davis) 12:00pm to 1:00pm Color Coding for Tracks Plated Lunch/Opening Plenary/Exhibitor Introductions 12:00pm to 2:00pm Note: All sessions are open to any attendee. Tracks are in place to serve as a guide. = Technical Sessions Conference "Carnival" 1:00pm to 2:30pm = WAP Admin Sessions Conflict Resolution NJ WAP: Past, Present, and Future Mastering QCI Inspections Manufactured Housing Installation Tips and Techniques 2:00pm to 4:30pm = HEA Admin Sessions Break 2:30pm to 3:00pm = General Admin Session = Special Events Final Game - Plinko 3:00pm to 4:30pm Exhibitors Reception with Hors d'oeuvres and Beverages 4:30pm to 7:00pm = Breaks, Meals, Etc.
Session Schedule and Descriptions - Wednesday 8:30am to 9:30am Check-in and Continental Breakfast 9:30am to 12:00pm Achieving Duct Performance Cost Effectively QCI Inspecting Duct Sealing How to Become the Most Efficient with WAP Online Stress 12:00pm to 2:00pm Plated Lunch/Opening Plenary/Exhibitor Introductions 2:00pm to 4:30pm Manufactured Housing Installation Tips and Techniques Mastering QCI Inspections NJ WAP: Past, Present, and Future Conflict Resolution 4:30pm to 7:00pm Exhibitors Reception with Hors d'oeuvres and Beverages Note: All sessions are open to any attendee. Tracks are in place to serve as a guide. = Technical Sessions = WAP Admin Sessions = HEA Admin Sessions = Special Events 3
Session Schedule and Descriptions - Wednesday 8:30am - 9:30am Information Desk Check-in Check-in at the conference Information Desk near the elevators on the second floor to get your event bag and nametag. Crown Ballroom 1-5 Continental Breakfast A continental breakfast will be set up in Crown Ballroom 1-2 for you to enjoy. 9:30am - 12:00pm Pearl 4-5 Achieving Duct Performance Cost Effectively Do you want to know how to seal duct work effectively and within budget? This session will focus on the where, why, and how to seal ducted systems efficiently and effectively. What to use and where to use it is only part of the equation. Once you think you are finished, what is the next step? How do you check your work during and after air sealing to ensure that you are meeting your numbers the first time every time. Pearl 2-3 QCI Inspecting Duct Sealing What does good duct sealing look like? What materials should you be using? Where to seal, how to seal, and performing diagnostic testing before and after air-sealing of ducted systems will be discussed. The SWS will be our guide for this session; and this session is recommended for auditors and QCI personnel. We will also look at how to input the duct testing numbers into NEAT. Are these numbers effective and do they give us the SIRs we need? Pearl 1 How to Become the Most Efficient with WAP Online This presentation will include a general refresher about the workflow of Hancock Software s WAP Online including photos, waiting lists, pipeline tracking, average spending, price lists, client reports, and work order management. The newer features for WAP Online will be explored, and attendees will be offered the opportunity to give their feedback on it to help Hancock improve the offering for New Jersey s agencies. Steel Pier Stress Overworked and Overwhelmed? Would you like to know how to be at your best when the heat is on? Are you struggling with escaping the Dreaded Drama Triangle? This session will focus on key tips and techniques to take back your precious time, put aside distractions, and be at your best while dealing with stressful situations. 4 - Mindful Tools, Tips & Techniques to Be at Your Best in Stressful Situations - Taming the Distraction Dragon WIN What s Important Now - Take Control of Your Time - Take Control of Your Life Exercise - The Cultural Bermuda Triangle of the Dreaded Drama Triangle DDT - How to Apply the Best Single Biggest Stress Buster Ever - Escape Stress Producing Drama with TED the Empowerment Dynamic
Session Schedule and Descriptions - Wednesday 12:00pm - 2:00pm Crown Ballroom 1-5 Plated Lunch/Opening Plenary/Exhibitor Introductions 2:00pm - 4:30pm Pearl 4-5 Pearl 2-3 Manufactured Housing Installation Tips and Techniques Learn some of the dos and don ts of working on Manufactured Housing within the WAP program. This session will focus on the differences that we need to be aware of when working on manufactured housing. Years of experience have taught us that manufactured housing needs are different and that we must pay attention to the differences to ensure quality work. Mastering QCI Inspections What is the current process for performing QCI inspections? What is working and what is not working? Are we gathering too much information, or not enough? This session will provide an overview of the QCI processes from reviewing documents to site inspections, as well as tips and techniques for performing quality QCI inspections. Bring your questions and stories as this will be an opportunity to discuss your QCI inspections and how to meet the requirements of the NJ WAP program. Pearl 1 NJ WAP: Past, Present, and Future This workshop will provide a brief overview of the Weatherization Assistance Program (WAP) and where it stands today. The workshop will provide an opportunity for participants to provide input on the current model. The dialogue will focus on what works and what doesn t, with the purpose of building a blue print for the future of WAP and the upcoming Request for Proposal competitive process. Steel Pier Conflict Resolution This session will focus on tools for dealing with conflicts within and outside of your work environment. - Initial Rounding: Attendees Define Types of Conflict and their Impacts - Brief DiSC Behavioral Profile - How are You Wired Exercise - The Join Up Conflict Resolution Model - Conflict Resolution Model Exercise in Groups - Final Rounding: Name One Key Take Away and Plan to Apply It 4:30pm - 7:00pm Crown Ballroom 1-5 Exhibitors Reception with Hors d Oeuvres and Beverages Come join your conference training team, staff from DCA, sponsors, and the other conference attendees in Crown Ballroom 1-5 for hors d oeuvres and drinks and to visit the exhibit booths. One free drink ticket will be provided to each attendee courtesy of CHP Energy Solutions. 5
Session Schedule and Descriptions - Thursday 7:30am to 8:30am Hot Breakfast Exhibits Open 8:30am to 10:00am Don't Use That! Use This! Who Moved the CAZ? Project/Program Program Updates for HEA 10:00am to 10:30am Break/Exhibits Open 10:30am to 12:00pm Installing ASHRAE Ventilation Fans CAZ Solutions! Project/Program (continued) USF/HEA OIT Technical Session 12:00pm to 1:00pm Plated Lunch with Guest Speaker (Aaron Davis) 1:00pm to 2:30pm Conference "Carnival" 2:30pm to 3:00pm Break 3:00pm to 4:30pm Final Game - Plinko 6 Note: All sessions are open to any attendee. Tracks are in place to serve as a guide. = Technical Sessions = WAP Admin Sessions = HEA Admin Sessions = Special Events
Session Schedule and Descriptions - Thursday 7:30am - 8:30am Crown Ballroom 1-5 Hot Breakfast/Exhibits Open 8:30am - 10:00am Pearl 4-5 Don t Use That! Use This! Are you using the right materials? Are there other ways and/or materials that could do a better job or faster? Focus will be on reviewing the different materials that we should be using to perform weatherization work. The Standard Work Specifications will be used as a guide for material selection. Come test your knowledge of materials and processes! Pearl 2-3 Who Moved the CAZ? CAZ testing is probably one of the most important safety checks we can do in weatherization. But sometimes it can be difficult to test something unless you know where it is. This location determines what kind of testing must be performed. Once we know where the CAZ is located, what next? Learn how to identify the CAZ and perform the necessary testing that will save your clients lives! Pearl 1 Project/Program This session will begin by briefing reviewing basic rules and regulations for the weatherization assistance program (WAP) in relationship to the governing sources required by federal agencies. We explore more deeply the program and project management that must occur to achieve positive results and success, and identify specific objectives for both program and project activity to clearly identify responsibility and understanding. Steel Pier Program Updates for HEA In this session, DOE and support staff will describe the state of the program today, discuss some recent projects, resources, and guidance you should be aware of, provide updates on how the QCI process is working nationwide, and share some big picture ideas about where we are headed as a program and what is coming next. 10:30am - 12:00pm Pearl 4-5 Installing ASHRAE Ventilation Fans The work-scope says to install a ventilation fan. OK! Where do we start? What are some things we need to know to install a quality ventilation system? How do we know that once we have installed the fan that it will perform? Come learn some tips and techniques to installing and verifying quality ventilation fan installation. 7
Session Schedule and Descriptions - Thursday 10:30am - 12:00pm (continued) Pearl 2-3 CAZ Solutions! So, you tested the furnace or boiler. What now? You have depressurization numbers, draft numbers, CO numbers, charts and graphs galore! OH MY! Come understand how we can utilize all of this to create effective work-scopes. Also, what do we need to be aware of after the work is complete? What are some solutions to the CAZ findings and problems? You will learn from real-life examples on how to solve these complicated issues. Pearl 1 Project/Program (continued) This session is a continuation of the Project/Program 8:30am - 10:00am class. Steel Pier USF/HEA OIT Technical Session This session will have interaction and discussion between agencies staff and NJOIT and DCA staff about problems with, possible enhancements of, and the day-to-day function of the USF/HEA database system. 12:00pm - 1:00pm Crown Ballroom 1-5 Plated Lunch with Guest Speaker, Aaron Davis Lunch and learn! For more information on Aaron Davis, please see page 13 of this booklet. 1:00pm - 2:30pm Prefunction Crown Conference Carnival Join the fun outside of the Crown Ballroom as Carnival games give you the chance to win tickets to be applied toward Plinko drops. 3:00pm - 4:30pm Crown Ballroom 1-2 Final Game - Plinko Come join the fun! The tickets you earned during the Conference Carnival will give you chances at prizes. 8
Session Schedule and Descriptions - Friday 7:30am to 8:30am Hot Breakfast 8:30am to 10:00am Applying Zonal Diagnostics to Effective Air Sealing ASHRAE Budget and Financial Overview Utilities Roundtable 10:00am to 10:30am Break 10:30am to 12:00pm Who Filled the Dishwasher with Cellulose? Mold and Moisture: When to Walk Away and When to RUN! Budget and Financial Overview (continued) Deliverables Roundtable Note: All sessions are open to any attendee. Tracks are in place to serve as a guide. = Technical Sessions = HEA Admin Sessions = General Admin Sessions 7:30am - 8:30am Crown Ballroom 1-2 Hot Breakfast 8:30am - 10:00am Pearl 4-5 Pearl 2-3 Applying Zonal Diagnostics to Effective Air Sealing How do we find the biggest holes first so that we can provide the greatest benefit? Come learn how to utilize basic zonal diagnostics to ensure that we are air sealing everything cost effectively. Utilizing some simple techniques, we can identify where to seal quicker and minimize chasing those pesky cfms all over the house! ASHRAE This session will focus on all things ASHRAE from calculating the amount of ventilation needed to final QCI inspecting of the fans. Who is responsible for setting the fans? Who needs to run the calculation? Are there some simple tools that will allow us to get the results that we need faster? Come find out! 9
Session Schedule and Descriptions - Friday 8:30am - 10:00am (continued) Steel Pier Crown Ballroom 1-2 Budget and Financial Overview During this session, we plan to understand budgeting as related to managing cost for projects. Specific areas will involve cash management, multi-funded programs, staff cost, contractor cost, travel, and others. We discuss concerns and issues regarding proper charging of program support cost, administrative cost, and training cost. The session will address financial management concerns and issues related to the implementation of the uniform guidance: 2CFR 200. New issues involving program and financial reporting, financial record keeping, accounting records, internal controls, and state agencies not monitoring in enough detail. Utilities Roundtable This session will be a candid exchange between representatives of HEA agencies and representatives of the seven utility companies participating in the program with the goal of facilitating the transfer of USF and HEA benefit payments to clients accounts. Topics of discussion will include how to manage the USF portability process, payments of USF benefits, the Fresh Start Program, and communication between agencies and utilities throughout the season. 10:30am - 12:00pm Pearl 4-5 Who Filled the Dishwasher with Cellulose! Come learn tips and tricks on job site productivity. What is the sequence for following the work-scope? Are there items we should be doing first? Does it matter? Are there ways that we can be more productive? Come find out! Pearl 2-3 Mold and Moisture - When to Walk Away and When to RUN! What does DOE say about working around mold. Mold is everywhere and we need to know when to stay, walk away, and when to RUN! Mold is a moisture issue! Identifying the sources and solutions to moisture and mold issues is key to a successful weatherization project. Understanding our limitations is good to know too! Steel Pier Budget and Financial Overview This session is a continuation of the Budget and Financial Managenment Overview 8:30am - 10:00am class. Crown Ballroom 1-2 Deliverables Roundtable The advantages of using payment vouchers as opposed to two party checks will be explored, and there will be an open floor discussion on topics of interests to all parties. 10
Presenter Bios Danielle Amasia Danielle Amasia is the Vice President of Product Marketing at Hancock Software, where she oversees the Hancock low income product line across multiple states and their utility programs. In her role, Danielle works closely with government and utility customers to ensure Hancock s energy audit and program management software meets their requirements for process automation. Danielle is a BPI Continuing Education instructor, and she has more than 10 years of experience in the energy efficiency field, ranging from conducting home energy audits and implementing energy-efficient measures to developing program management solutions. Angie Armand Angie Armand is the Supervisor of the New Jersey Weatherization Assistance Program within the New Jersey Department of Community Affairs. She oversees the administration of the Weatherization Assistance Program and the Lead Safe Home Pilot Remediation Program. The Lead Safe Pilot Program was launched in November 2016 with a $10 million State funded allocation. She has been with the Department for 28 years and previously served as the Director of the Center for Hispanic Policy, Research and Development (CHPRD) for 11 years. During her 22 years tenure at the CHPRD, it experienced unprecedented success and visibility with its initiatives such as the CHPRD s Hispanic Interns in Community Service Program and Latino Leaders Fellowship Institute, the CHPRD s highly acclaimed newsletter MATICES, the CHPRD s Corporate Partnership Board. Angie has a Bachelor s Degree from Drew University and a Masters in Administrative Science from Fairleigh Dickinson University. She is also a Certified Public Manager. Bob Cates Bob Cates is CEO of Bob Cates & Associates LLC, a firm that assists colleges, state and local governments, Indian Tribes, nonprofit organizations, and federal agencies in administering, operating and managing federally funded programs. Bob has served in the South Carolina Governor s Office and the private sector for over 35 years. He has actual experience administrating federal grant programs from three perspectives: as an Executive Director, as a CFO/Deputy Financial Operations, and as Administrative Services Manager. Bob s career has been unique in that as a practitioner he has actual work experience in three roles: as a grantor, as a passthrough entity (PTE), and as a sub-recipient of grant funds. The Governor of South Carolina has awarded Bob the highest recognition of service award, the Order of the Palmetto. He is a product of East Tennessee State University and the University of South Carolina. Anthony Cox As a lead trainer, Anthony develops and provides training in residential energy conservation and diagnostics for the weatherization network and its subcontractors. He is a BPI HEP Quality Control Inspector, BPI HEP Energy Auditor, BPI HEP Retrofit Installer Technician, HERS Rater, BPI-certified Building Analyst Professional, Envelope Professional, Heating Professional, Air Conditioning and Heat Pump Professional, and Manufactured Housing Professional. Anthony joined CHP Energy Solutions in 1999 and has over 20 years of experience in the field. He developed the nationally-recognized House of Pressure as a training tool, and received a 2005 National Weatherization Recognition Award from the U.S. Department of Energy. Miguel Gonzlez Miguel has been employed by the state of New Jersey for the last 22 years and for the past 12 years working as USFHEA program Coordinator within the Department of Community Affairs Division of Community Resources. Among his duties he handles the day to day programmatic coordination of the USF/HEA programs between DCA, BPU, the seventeen nonprofit agencies administering the application process, Utility Companies, deliverable fuel vendors, OIT and other advocacy groups throughout New Jersey. 11
Presenter Bios Lee Hubert Lee Hubert is a Leadership Coach, Trainer and Facilitator with Voltage Leadership Consulting and Co-Host of Voltcast Illuminating Leadership the Voltage Leadership Radio Show. Lee has served in various human resources and leadership development roles at Fortune 500 companies. As a public speaker, he has presented leadership development topics at management retreats and strategic planning sessions throughout the country. Lee holds an MBA in HR and current SPHR / Senior Certified Professional (SCP) Certifications, and he brings over 20 years of experience in Training, Employee Engagement, Performance, Succession Planning, Employee Relations and Conflict Resolution to bear for clients of Voltage Leadership. Les Lester Les is a BPI HEP Energy Auditor, HERS Rater, BPI-certified Building Analyst Professional, Envelope Professional, Heating Professional, and Air Conditioning and Heat Pump Professional. Les brings 25 years of varied work experience to CHP Energy Solutions. Before spending the last seven years running his own business, he worked in the production and maintenance divisions of a heavy industrial plant. These experiences gave Les expertise in team management as well as environmental safety. Earlier professional experience also includes time spent as an estimator in the insulation and fireproofing industry, and also as a high school teacher. Jose Sanchez Jose is the supervisor of the Office of Home Energy Assistance Program within the Department of Community Affairs Division of Housing and Community Resources. He oversees the state administration of the Low Income Home Energy Assistance Program (LIHEAP) and the Universal Service Fund Program (USF). He has over 28 years in public service working in the State of NJ Department of Community Affairs in various positions. Prior to supervising the LIHEAP and USF programs, Mr. Sanchez served as the Fiscal Supervisor for the Office of Low Income Energy Conservation, in charge of all fiscal matters for these two programs and also the Weatherization program. Jose has an undergraduate degree from Baruch College of the City University of New York. Kevin Scott Kevin Scott has been actively working in the Weatherization Program since 2002. During that time he has been an energy auditor, instructor, and training coordinator. While working with Community Housing Partners his responsibilities have including classroom and field instruction, curriculum development, and quality assurance inspections for programs in several states. He holds multiple Building Performance Institute certifications including Building Analyst, Envelope Professional, Energy Auditor, Quality Control Inspector, Heating Professional, and Healthy Home Evaluator. Andrew Woodruff Andrew Woodruff is a trainer and project manager for CHP Energy Solutions. He has a broad range of professional experience that includes architectural design and construction, affordable housing program administration, and energy modeling. Andrew earned a degree in Architectural Technology and Design, with a minor in Community and Regional Planning from Appalachian State University. He is certified as a BPI HEP Quality Control Inspector, BPI HEP Energy Auditor, BPI Building Analyst, BPI Building Envelope Professional, BPI Heating Professional, BPI AC and Heat Pump Professional, BPI Residential Building Envelope-Whole House Air Leakage Control Installer, HERS Rater, EPA 608 Type II, NAHB Green Verifier 2008, and Green Building Standard Verifier 2012. 12
Featured Speaker - Aaron Davis Aaron Davis Aaron was born and raised in Lincoln, Nebraska and from the age of 8 he was helping his dad work in the evenings as a janitor in two of the town s most prominent businesses. Through this experience, Aaron learned the importance of having a Champion Attitude no matter what your role or title is. Through mopping floors, cleaning bathrooms, emptying out hundreds of trashcans nightly, Aaron learned that it s not WHAT you do rather it s HOW you do it! As a professional speaker, coach, and trainer, Aaron doesn t believe in just making audiences feel better. Rather, he seeks to encourage and help them do better both professionally and personally by stressing the importance of a Champion Attitude! When you work with Aaron, you won t get just another speaker telling others how to be successful. He s in the trenches every day with his own firm (Aaron Davis Presentations), as well as coaching and consulting with clients. Aaron is also a partner in two other companies in the software industry. He spends significant time in both the high school and higher education markets. Whether it s sales, leadership, teamwork or customer service Corporate America or in the education sector; a Champion Attitude is a must! Aaron s speaking and consulting company, Aaron Davis Presentations, Inc., received the Chamber of Commerce Outstanding Minority Owned Business award and Toastmasters International awarded him the Communication & Leadership Award. The Lincoln Business Journal also named Aaron as one of Lincoln s 40 under 40. More notably, he was presented the key to the city of Lincoln by former Lincoln Mayor Colleen Seng. A published author, Aaron has written three books and co-authored two others that are changing the lives of thousands! He resides in Nebraska with his wife Brooke, and their two sons Aden and Keenon, and daughter Niya. 13
Sheraton Atlantic City Convention Center Hotel 2 Convention Blvd. - Atlantic City, New Jersey 08401-609.344.3535 v9