Weatherization Manual Policies and Procedures Supporting Documents for United States Department of Energy (doe) United States Department of Health and Human Services (hhs) Bonneville Power Administration



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  • CHAPTER 5 PROVIDING WEATHERIZATION SERVICES


  • Section 5.8 Repair

  • Policy 5.8.1 Weatherization Related Repair (Incidental Repairs)

  • Policy 5.8.2 Matchmaker Policy

  • Policy 5.8.3 Weatherization Plus Health - Basic

  • Policy 5.8.4 Weatherization Plus Health - Enhanced



  • Effective Date: July 2017 Page 1 of 2

  • Weatherization Policy

  • See also:

  • Policy 5.2.4-SF, Priority List (PL)

  • Policy 5.2.5, Targeted Residential Energy Analysis Tool (TREAT)

  • Section 5.8.2, Matchmaker Policy

  • Chapter 6, Allowable Costs

  • Exhibit 6, Fund Matrix

  • Chapter 9, Health & Safety

  • Replaces: Section 5.8.1 – July 2015 Exhibit 6.1, Fiscal Definitions

  • POLICY 5.8.1 WEATHERIZATION-RELATED REPAIR (Incidental Repair)

  • Building rehabilitation is beyond the scope of the Weatherization Assistance Program. Homes with conditions that require more than incidental repair should be deferred or funded with an allowable funding source. Local agencies may perform repairs needed to protect weatherization measures or their function.

    1. Justifying WRR Cost Effectiveness: Weatherization-Related Repairs (WRR) must be justified using an evaluation of cost-effectiveness where the Savings to Investment Ratio (SIR) is 1.0 or greater, using one of the following methods:

      1. Priority List: See Policy 5.2.4-SF, Priority List (PL)

      2. TREAT: See Policy 5.2.5, Targeted Residential Energy Analysis Tool (TREAT)

    2. Including WRR Costs in SIR Package: The costs of WRR must be included in the Wx project total package of costs. Including the WRR costs, the package Savings to Investment Ratio (SIR) must be 1.0 or greater.

    1. Exceptions:

      1. The individual WRR measure does not require an individual SIR of 1.0 or greater.

      2. WRR funded with Matchmaker funds are not included in the SIR calculation.



    1. Documenting WRR: Client files must include or be supported by the following documentation:

        1. Description of repairs and related measures.

        2. Justification for repairs made, including electronic or printed photographs.

    1. Wx Policy 5.8.1 Weatherization-Related Repair (Incidental Repair) Page 2 of 2

        1. Justification for measures skipped associated with weatherization-related repair.

        2. Verification installed measures have an SIR of 1.0 or greater.

        3. All necessary measure-specific justification.

        4. Paid invoices for materials, measures, repairs, or modifications.

    1. Budgeting, Tracking, and Reporting WRR Costs: Weatherization-related repair costs must be budgeted, tracked, and reported separately from energy saving measures and health and safety costs in local agency accounts, in WIDS, and on assessment/audit forms.


    1. SECTION 5.8.2 Matchmaker Policy

    2. A. Policy


    1. Matchmaker Tier 1 follows existing Weatherization Manual.

    2. Matchmaker Program Overview

        1. The Matchmaker Program (MM) is a leveraging program that maximizes available state capital funds with matching resources received from utilities, property owners, and other entities and sources. The MM provides services to low or very low-income households for Weatherization

        2. Emergency and minor repair

        3. Moderate rehabilitation*

        4. Manufactured or mobile home (MH) replacement*

    1. *Subject to available funds authorized by Commerce

    1. Match Requirements

      1. Every effort will be made to secure match, which can be in the form of a cash or in-kind contribution.

      2. For rental units, an owner contribution is required unless the owner meets low-income eligibility requirements. Rental owner contribution must be documented in the client file.
    1. B. Procedure

    2. Tiered Service Delivery


      1. Tier

      1. Title

      1. Dollar Limit

      1. Purpose

      1. Grant or Loan**

      1. Eligible Applicant

      1. 1

      1. Weatherization Measures (WxM), Health & Safety (H&S), and Weatherization-Related Repair (WRR) Measures

      1. Up to $10,000 Total IMC limit for each unit

      1. Install weatherization measures, make repairs necessary to eliminate hazards within a structure that allow for the installation of weatherization materials, and make repairs necessary for the effective performance or preservation of weatherization materials, not subject to SIR. (See Chapter 9 and Section 5.4)

      1. Grant

      • Owner occupied

      • Rental

      1. 2

      1. Moderate Rehabilitation*

      1. $10,001 to $25,000

      1. Perform repairs necessary for the installation of weatherization measures and to preserve affordable housing. Funds are not intended to be used for cosmetic repairs.

      1. Deferred loan preferably interest bearing; interest determined by local agency

      • Owner occupied

      1. 3

      1. Mobile Home Replacement (MHR)*

      1. up to $60,000 per unit.

      1. Gives agencies an option of replacing older substandard MHs that are not cost efficient to repair, under the incorporated Mobile Home Replacement Program Guidelines.

      1. loan with minimal interest





    3. * Subject to available funding. Policies to be determined. Training is required to employ

    4. Moderate Rehab and MHR. Training to be defined.



    5. **To better ensure prudent use of limited funds as well as expanding leveraging to include loan repayments.



    6. Effective Date: May 11, 2016 Page 1 of 4

    7. Weatherization Policy

    8. See also:

    9. HB 1720 – Matchmaker Legislation

    10. Overview of the Healthy Home Rating System (HHRS)

    11. Healthy Home Rating System – Operating Guidance

    12. Replaces: Policy 5.8.3 (PM 15-08 - Dec 8, 2015) Healthy Home Rating System – Scoring Sheet

    13. Policy 5.8.3 Weatherization Plus Health - Basic

    14. The intent of the Weatherization Plus Health (Wx+H) funding is to improve household occupant health with identified health needs such as; asthma, respiratory illness, or preventing slips, trips, and falls. The Basic Wx+H program adds limited Healthy Homes Improvements to the existing suite of approved weatherization activities. The Wx+H Program ensures that homes meet minimum health and safety requirements and reduces disease and injury outcomes from housing related hazards.

    1. Administering a Basic Wx+H Program:

      1. Local agencies must conduct the Basic Wx+H Program in conjunction with Weatherization Program.

    1. Exception: Local agencies may perform Wx+H without Wx if they confirm and document there are no weatherization opportunities. See Section 2(c), Assessing Basic Wx+H Projects (below) for additional details.

      1. Local agencies must serve homes in accordance with the State of Washington Weatherization Manual (Policies and Procedures, and Supporting Documents). The more specific Basic Wx+H requirements take precedence over the general Weatherization policies.

    1. Intake and Needs Assessment:

      1. Intake – Prioritizing Clients and Client Need: Local agencies must prioritize clients consistent with the Weatherization priorities:

        1. Priority for Weatherization Services. See Policy 1.2.1, Prioritizing Eligible Weatherization Clients.

    1. Wx Policy 5.8.3 Weatherization Plus Health - Basic Page 2 of 4

      1. Establish Measure Need: Local agency must establish the need for Basic Wx+H Measures using the following or deemed equivalent documents:

        1. Pollution Source Survey results. See Exhibit 5.S2, Pollution Source Survey.

        2. Mold and Moisture Assessment results. See Exhibit 5.S1 Mold Assessment and Release Form.

        3. [Optional] HUD’s Healthy Homes Rating System (see links above).

      1. Assessing Basic Wx+H Projects:

        1. Local agencies must assess units to provide Basic Wx+H Measures.

        2. Local agencies’ auditor (certified as either Building Analyst (BA) or a Quality Control Inspector (QCI)) with the required Wx+H training must assess units to either provide or defer Basic Wx+H Measures and establish the Scope of Work.

    1. Exception: Local agency staff, including contractors and partners, with the required Wx+H training (See Section 4, Quality Control/Quality Assurance Monitoring/Training below), including but not limited to: a Medical Professional, Healthy Homes (HH) Educator, or HH Project Coordinator may assist the responsible auditor with the Wx+H assessment and make recommendations for Basic Wx+H Measures.

        1. Local agencies must perform a Wx Energy Assessment or Wx Energy Pre-Assessment in conjunction with the Wx+H Assessment.

    1. Exception: A new Wx Energy Audit is not required if a previous Wx Energy Audit or Wx final inspection date is within one year of the Wx+H client income eligibility verification date. Confirm client eligibility.

    1. Providing Basic Wx+H Services:

      1. Funding Limit for Basic Wx+H Measures: Local agencies must not exceed $2500 Installed Measure Costs (IMC), including materials and labor of Basic Wx+H funding per unit.

    1. Exception: Local agencies may exceed the set maximum with appropriate written justification and prior approval from Commerce’s Matchmaker Program Manager.

      1. Materials: Local agencies must install products that are not harmful to the health of the tenants. Use products that are innocuous, non-toxic, and rated with low VOC content or low VOC emissions. When installing new products and materials, consider using the least toxic product or material feasible to effectively do the job.

    1. Wx Policy 5.8.3 Weatherization Plus Health - Basic Page 3 of 4

      1. Measures: Local agencies may install any of the following allowable Wx+H Measures with Basic Wx+H funding. For measures that are allowed in either the Wx or Wx+H program, the funding guidance is to first fund the measure with Wx funds, if possible. If not, then fund the measure with Wx+H funds.

        1. Wx+H Client Education

        2. Wx+H Green Cleaning Kit

        3. Wx+H Dust Mite Cover

        4. Wx+H Walk-off Door Mat

        5. Wx+H Water heater Temperature Adjustment

        6. Wx+H CO Detector. See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers.

        7. Wx+H Smoke Detector. See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers.

        8. Wx+H Remove Toxic Household Chemicals

        9. Wx+H HEPA Vacuum Cleaner

        10. Wx+H HEPA Furnace Filter

        11. Wx+H Slip and Fall Prevention

    1. Handrails

    2. Grab bars

    3. Shower mat

    4. Ramps and fixing irregular steps (limited)

        1. Wx+H Pest Mitigation. See Policy 9.11, Pests.

        2. Wx+H Mold and Moisture Reduction. See Policy 9.6, Biologicals and Unsanitary Conditions, including Mold and Moisture.

    1. Dehumidifier

    2. Dehumidistat

    3. Leak repair

        1. Wx+H Mechanical Ventilation (exhaust only). See Policy 9.3, Indoor Air Quality – Mechanical Ventilation.

    1. Quality Control/Quality Assurance Monitoring/Training

      1. Training and Certification Required: Local agencies’ Wx+H staff, contractors, and partners must take the Healthy Homes Essential training and receive a certification of completion if they are conducting these tasks:

    1. Wx Policy 5.8.3 Weatherization Plus Health - Basic Page 4 of 4

    • Audit/Assessment

    • QCI

    • Client Education

    1. Exceptions:

        1. Local agencies may meet the Wx+H training requirement with a course that is deemed equivalent. Commerce will provide a list of deemed equivalent trainings, as recommended by the Building Performance Center.

        2. Crews, contractors, and subcontractors installing measures.

        3. Staff providing services not specific to Wx+H.

      1. Inspecting Basic Wx+H Units: A certified Quality Control Inspector (QCI) with the required Wx+H training, someone other than the auditor or the installer(s), must conduct final inspections for installed Wx+H Measures.

    1. Exception: Local agency staff, including contractors and partners, with the required Wx+H training (See Section 4a, Training and Certification Required above) may verify delivery of Basic Wx+H Measures that do not require installation.

    1. Collecting Data and Evaluating Basic Wx+H Units:

      1. Local agencies must collect name and date of birth for all occupants of homes receiving Wx+H assessments and measures.

      2. Local agencies must collect data including completion of the Pollution Source Survey and Mold Assessment.

      3. Local agencies must submit survey/assessment data to Commerce, upon request.

      4. Local agencies must input Basic Wx+H Measures and IMC into WIDS.

      5. Commerce will evaluate Basic Wx+H Program effectiveness using the Local agencies’ data.

    1. Documenting Basic Wx+H Projects:

      1. Local agencies must document justification for Wx+H Basic Measures in client file with the documents listed in Section 2, Intake and Needs Assessment (above), based on established need of the occupants, need of the home, or both.

      2. Local agencies must document Wx+H projects in WIDS using the existing Wx project numbers if a final Wx inspection is not yet complete and date not yet entered into WIDS.

    1. Exception: Local agencies may enter Wx+H projects into WIDS with a new project number if the final Wx inspection is complete and entered. Changing final inspection dates for reported jobs will result in inaccurate reporting by Commerce.



    1. Effective Date: January 1, 2016 Page 1 of 5

    2. Weatherization Policy

    3. See also:

    4. HB 1720 – Matchmaker Legislation

    5. Overview of the Healthy Home Rating System (HHRS)

    6. Healthy Home Rating System – Operating Guidance

    7. Replaces: Policy 5.8.4 (PM 16-02 – May 18, 2016) Healthy Home Rating System – Scoring Sheet

    8. Policy 5.8.4 Weatherization Plus Health (Wx+H) - Enhanced

    9. The primary purpose of Enhanced Wx+H is to integrate weatherization and healthy homes improvements to reduce respiratory symptoms of eligible low-income persons/participants. The Enhanced Wx+H program adds limited Healthy Homes Improvements to the existing suite of approved weatherization activities.

    1. Program Management and Administration

      1. Local agencies must conduct the Enhanced Wx+H Program in conjunction with the Weatherization Program.

    1. Exceptions:

    2. (1) Local agencies may perform Wx+H without Wx if they confirm and document there are no weatherization opportunities. See Section 3(c), Assessing Enhanced Wx+H Projects (3) (below) for additional details.

    3. (2) Local agencies may provide Stand-alone Wx+H client education and low cost/no cost measures to eligible rental clients without conducting or assessing for Wx. See Section 4, Client Education and Follow up (below) for additional details.

      1. Local agencies must serve homes in accordance with the State of Washington Weatherization Manual (Policies and Procedures and Supporting Documents). The more specific Enhanced Wx+H requirements take precedence over the general Weatherization policies.

      2. While landlord contributions are not required for the Enhanced Wx+H, local agencies should solicit landlord contributions. Document attempts in the client file.

    1. Establishing Community-Service Delivery Partnership

      1. Please see current Enhanced Wx+H Contract Scope of Work – Task 2: Establish Community-Service Delivery Partnership and other Enhanced Wx+H Contract sections as applicable.

    1. Wx Policy 5.8.4 Weatherization Plus Health - Enhanced Page 2 of 5

    1. Intake and Needs Assessment:

      1. Intake – Prioritizing Clients and Client Need: Local agencies must prioritize clients consistent with the Weatherization priorities and by evidence of a respiratory illness medical diagnosis.

        1. Priority for Weatherization Services. See Policy 1.1, Priority and Outreach to Eligible Weatherization Clients.

        2. Referral by a Medical Professional or verification of respiratory health services the client has received (i.e. emergency room documentation, DSHS services documentation, etc.) could suffice.

      1. Establish Measure Need: Local agency must develop tools, documents, and protocols to establish occupant need, home need, or both, for Enhanced Wx+H Measures. Commerce will review and approve assessment tools and protocols.

    1. In addition to the Local agency developed tools, the following or deemed equivalent documents are also required:

        1. Pollution Source Survey results. See Exhibit 5.S2, Pollution Source Survey.

        2. Mold and Moisture Assessment results. See Exhibit 5.S1, Mold Assessment and Release Form.

        3. [Optional] HUD’s Healthy Homes Rating System (see links above).

      1. Assessing Enhanced Wx+H Projects:

        1. Local agency must perform a Wx+H assessment using Enhanced Wx+H assessment tools, documents, and protocols as listed in Section 3b, Establish Measure Need (above).

        2. Local agencies’ auditor (certified as either Building Analyst (BA) or a Quality Control Inspector (QCI)) with the required Wx+H training must assess units to either provide or defer Enhanced Wx+H Measures and establish the Scope of Work.

    1. Exception: Local agency staff, including contractors and partners, with the required Wx+H training (See Section 6, Quality Control/Quality Assurance Monitoring/Training below), including but not limited to: a Medical Professional, Healthy Homes (HH) Educator, or HH Project Coordinator may assist the responsible auditor with the Wx+H assessment and make recommendations for Enhanced Wx+H Measures.

        1. Local agencies must perform a Wx Energy Assessment or Wx Energy Pre-Assessment in conjunction with the Wx+H Assessment.

    1. Wx Policy 5.8.4 Weatherization Plus Health - Enhanced Page 3 of 5

    2. Exception: A new Wx Energy Audit is not required if a previous Wx Energy Audit or Wx final inspection date is within one year of the Wx+H client income eligibility verification date. Confirm client eligibility.

    1. Client Education and Follow-up

      1. Please see current Enhanced Wx+H Contract Scope of Work – Task 4: Client Education and Follow-up and other Enhanced Wx+H Contract sections, as applicable.

      2. On a limited basis, local agencies may provide Stand-alone Wx+H client education and low cost/no cost measures to eligible rental clients, without integrating Weatherization. Participant file must document the local agency’s reasons for providing Stand-alone Wx+H client education and low cost/no cost measures.

    1. Installation of Healthy Homes Measures

      1. Funding Limit for Enhanced Wx+H Measures: Local agencies must not exceed $4000 Installed Measure Costs (IMC), including materials and labor of Enhanced Wx+H funding per unit.

    1. Exception: Local agencies may exceed the set maximum with appropriate written justification and prior approval from Commerce’s Matchmaker Program Manager.

      1. Materials: Local agencies must install products that are not harmful to the health of the tenants. Use products that are innocuous, non-toxic, and rated with low VOC content or low VOC emissions. When installing new products and materials, consider using the least toxic product or material feasible to effectively do the job.

      2. Measures: Local agencies may install any of the following allowable Wx+H Measures with Enhanced Wx+H funding. For measures that are allowed in either the Wx or Wx+H program, the funding guidance is to first fund the measure with Wx funds, if possible. If not, then fund the measure with Wx+H funds.

        1. Wx+H Client Education

        2. Wx+H Green Cleaning Kit

        3. Wx+H Dust Mite Cover

        4. Wx+H Walk-off Door Mat

        5. Wx+H Water heater Temperature Adjustment

        6. Wx+H CO Detector. See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers.

        7. Wx+H Smoke Detector. See Policy 9.5, Smoke Detectors, Carbon Monoxide (CO) Detectors, & Fire Extinguishers.

        8. Wx+H Remove Toxic Household Chemicals

        9. Wx+H HEPA Vacuum Cleaner

    1. Wx Policy 5.8.4 Weatherization Plus Health - Enhanced Page 4 of 5

        1. Wx+H HEPA Furnace Filter

        2. Wx+H Pest Mitigation. See Policy 9.11, Pests.

        3. Wx+H Mold and Moisture Reduction. See Policy 9.6, Biologicals and Unsanitary Conditions, including Mold and Moisture.

    1. Dehumidifier

    2. Dehumidistat

    3. Leak repair

    4. Sump Pump

    5. Drainage system

    6. Mold Abatement

        1. Wx+H Mechanical Ventilation (exhaust only). See Policy 9.3, Indoor Air Quality – Mechanical Ventilation.

        2. Wx+H Advanced Mechanical Ventilation

        3. Wx+H Roofing

        4. Wx+H Flooring

        5. Wx+H Gutter and Downspout

        6. Wx+H Comprehensive Cleaning (one time)

        7. Wx+H HVAC System Cleaning

        8. Wx+H Crawlspace Improvements

        9. Wx+H Air Filter/Purifier

        10. Wx+H TBD

    1. Quality Control/Quality Assurance Monitoring/Training

      1. Training and Certification Required: Local agencies’ Wx+H staff, contractors, and partners must take the Healthy Homes Essential training and receive a certification of completion if they are conducting these tasks:

    • Audit/Assessment

    • QCI

    • Client Education

    1. Wx Policy 5.8.4 Weatherization Plus Health - Enhanced Page 5 of 5

    2. Exceptions:

        1. Local agencies may meet the Wx+H training requirement with a course that is deemed equivalent. Commerce will provide a list of deemed equivalent trainings as recommended by the Building Performance Center.

        2. Crews, contractors, and subcontractors installing measures.

        3. Staff providing services not specific to Wx+H.

      1. Inspecting Enhanced Wx+H Units: A certified Quality Control Inspector (QCI) with the required Wx+H training, someone other than the auditor or the installer (s), must conduct final inspections for installed Wx+H Measures.

    1. Exceptions:

        1. Local agency staff, including contractors and partners, with the required Wx+H training (See Section 6a, Training and Certification Required above) may verify delivery of Enhanced Wx+H Measures that do not require installation.

        2. For projects with no Wx measures available and Wx+H measures are installed, no separation of duties between QCI inspector and Auditor is required.

    1. Reporting and Evaluation

      1. Please see current Enhanced Wx+H Contract Scope of Work – Task 7: Reporting and Evaluation and other Enhanced Wx+H Contract sections as applicable.

      2. Local agencies must document justification for Enhanced Wx+H measures in client file with the documents listed in Section 3, Intake and Needs Assessment (above), based on established need of the occupants, the need of the home, or both.

      3. Local agencies must document Wx+H projects in WIDS using the existing Wx project numbers if a final Wx inspection is not yet complete and date not yet entered into WIDS.

    1. Exception: Local agencies may enter Wx+H projects into WIDS with a new project number if the final Wx inspection is complete and entered. Changing final inspection dates for reported jobs will result in inaccurate reporting by Commerce


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