The U.S. Department of Energy's (DOE) Weatherization Assistance Program (WAP) collected WAP materials and resources and categorized them by topic to address the need to improve the organization of WAP Programmatic resources, including, but are not limited to, marketing videos – internal/external, training videos – internal/external, webinars, templates, presentations, fact sheets, and frequently asked questions.
To learn more about how to use the Program Manager's Toolkit evolved, please watch this short overview video on the Toolkit.
How Weatherization Works
WAP Overview
- Weatherization Works! (video - YouTube)
- Weatherization Assistance Program 45th Anniversary (video - YouTube)
- This is the World of Weatherization (video - WXTV)
- About the Weatherization Assistance Program (URL)
- WAP historical timeline (URL)
Supporting Resources
- WAP Briefing Book (PDF)
- Weatherization Memorandum 008: Quality Management Plan Draft KSAs (PDF)
- Attachments
- WAP Program Manager (PDF)
- WAP Technical Manager (PDF)
- Non-WAP Specific Functions (PDF)
- Attachments
- Weatherization Program Process Chart (PDF)
- Guidelines for Home Energy Professionals Fact Sheet (PDF)
Legislation, Regulations, and Grant Guidance
Enabling Legislation and Regulations
Supporting Resources
Grant Guidance - Weatherization Program Notices and Memorandums
Programmatic and Management
Administrative Planning
Supporting Resources
- WAP Administrative Professionals Training Webinar (video - YouTube)
- Bipartisan Infrastructure Law (BIL) WPN 22-1 and 22-2 (URL)
Bipartisan Infrastructure Law (BIL) Planning
- BIL Planning Workbook Training (video - YouTube)
- BIL Planning Workbook (Excel)
Annual Planning
- Training & Technical Assistance Planning & Reporting Template (video - YouTube)
- Monitoring Planning & Reporting Template (video - YouTube)
- Health & Safety Plan Template (video - YouTube)
Supporting Resources
- WPN 22-10: Including Non-Energy Impacts within WAP – Webinar (video)
- Weatherization Program Year 2021 Application Instructions (PDF)
- PAGE Website (URL)
- Training & Technical Assistance Planning & Reporting Template (Word)
- Monitoring Planning & Reporting Template (Excel)
- Health & Safety Plan Template (Word)
- WPN 10-10 Reprogramming Training & Technical Assistance Funds to Program Operations (PDF)
- WAP Memorandum 034: Clarification of WPN 15-4; Definitions of Comprehensive Training (PDF)
- Weatherization Program Notice 15-4 Quality Work Plan Requirement Update (PDF)
- WPN 17-7: Weatherization Health and Safety Guidance (PDF)
- WPN 19-5 Incidental Repair Measure Guidance Webinar (video - YouTube)
- WPN 20-4: Weatherization Assistance Program Monitoring Guidance (PDF)
- WAP Request for Proposals Toolkit for Training & Technical Assistance Services (PDF)
- General Template for Training and Technical Assistance Retention Agreement (PDF)
- Kansas Training and Technical Assistance Retention Agreement (PDF)
- Michigan Training and Technical Assistance Retention Agreement (PDF)
WAP Grant Application
- Performance and Accountability for Grants in Energy in Energy (PAGE) Trainings (URL)
- These trainings are available within the PAGE online system under the Training Videos section > Weatherization Assistance Program (WAP). To view these trainings, you must have a PAGE user account. To obtain a PAGE account, please contact the PAGE help desk (PAGE-Hotline@ee.doe.gov or 866-492-4546).
- Create WAP Application Package
- Create a Revision of an Application Package
- Create SF-424
- Annual File
- Budget
- How to Verify and Submit the application package
- These trainings are available within the PAGE online system under the Training Videos section > Weatherization Assistance Program (WAP). To view these trainings, you must have a PAGE user account. To obtain a PAGE account, please contact the PAGE help desk (PAGE-Hotline@ee.doe.gov or 866-492-4546).
Supporting Resources
- Weatherization PAGE Enhancement Training Webinar (video - YouTube)
Davis-Bacon Act
- Davis-Bacon Act training webinar - Oct. 14, 2022 (URL)
Supporting Resources
- Memorandum 095: Davis-Bacon and Related Acts as It Relates to the Weatherization Assistance Program (URL)
National Historic Preservation
- WPN 19-6 Historic Preservation Webinar (video - YouTube)
- NEPA Ground Disturbance Definition Overview (PDF)
- National Environmental Policy Act and Historic Preservation Training Website (URL)
Supporting Resources
Performance and Accountability for Grants in Energy (PAGE)
Reporting
- Performance and Accountability for Grants in Energy in Energy (PAGE) Trainings
- These trainings are available within the PAGE online system under the Training Videos section > Weatherization Assistance Program (WAP). To view these trainings, you must have a PAGE user account. To obtain a PAGE account, please contact the PAGE help desk (PAGE-Hotline@ee.doe.gov or 866-492-4546).
- Create and Submit a Federal Financial Report
- Reject a Federal Financial Report
- Approve a Federal Financial Report
- Historic Preservation Report Submission
- These trainings are available within the PAGE online system under the Training Videos section > Weatherization Assistance Program (WAP). To view these trainings, you must have a PAGE user account. To obtain a PAGE account, please contact the PAGE help desk (PAGE-Hotline@ee.doe.gov or 866-492-4546).
Financial Management
WAP Financial Toolkit
- Financial Management Training (PowerPoint)
- Financial Management Training Manuals - One Day Curriculum - Trainer’s Manual (PDF)
- Financial Management Training Manuals - One Day Curriculum - Participant’s Manual (PDF)
- Financial Management Training Manuals - Three Hour Curriculum - Trainer’s Manual (PDF)
- Financial Management Training Manuals - Three Hour Curriculum - Participant’s Manual (PDF)
- Procurement Management Training (PowerPoint)
- Procurement Training Manuals - One Day Curriculum - Trainer’s Manual (PDF)
- Procurement Training Manuals - One Day Curriculum - Participant’s Manual (PDF)
- Procurement Training Manuals - Three Hour Curriculum - Trainer’s Manual (PDF)
- Procurement Training Manuals - Three Hour Curriculum - Participant’s Manual (PDF)
Supporting Resources
- Sample Financial Policies and Procedures (Word)
- Agency "Self-Assessment" Tool (PDF)
- Financial Management Participant Jeopardy Activities (PowerPoint)
- Fiscal Accounting of Weatherized Units
- Procurement and Contracts
Recordkeeping
Client Files
- Client Relations Training (PowerPoint)
Supporting Resources
- WAP Memorandum 010: Quality Management Plan - Record Keeping and Reporting (PDF)
- WPN 10-8: Weatherization Guidance on Maintaining the Privacy of Recipients of Services (PDF)
Eligibility
- Eligibility Determination (URL)
- WAP Memorandum 002: Reminder of Client Priority - High Energy Burden (PDF)
- Weatherization Program Notice 17-4: Multifamily Housing – Procedure for Certifying Income-Eligible HUD Assisted Buildings (PDF)
- WPN 22-12: Multifamily Weatherization (PDF)
- WPN 22-12: Multifamily Weatherization – Webinar (video)
- WPN 22-13: Weatherization of Rental Units (PDF)
- WPN 22-13: Weatherization of Rental Units – Webinar (video)
Deferrals/Referrals
Monitoring
Monitoring
- Monitoring Overview (video - YouTube)
- Preparing for an Onsite Visit (video - YouTube)
- What to Expect During an Onsite Visit (video - YouTube)
- Weatherization Monitoring Planning & Reporting Template Training (video - YouTube)
Supporting Resources
- WPN 20-4: Weatherization Assistance Program Monitoring Guidance (PDF)
- WPN 15-4: Quality Work Plan Requirement Update (PDF)
Corrective Action Plan
- Corrective Action Plan Training for Grantees (video - YouTube)
- Corrective Action Plan Tracking Template Training (video - YouTube)
- Corrective Action Plan Tracking Template (Word)
- Corrective Action Plan Tracking Template (Excel)
Quality Control and Standard Work Specifications
Quality Control Inspector Training
- Standardized training curricula (URL)
- Accredited training providers (URL)
- Field Guide Review Process (video - YouTube)
- Variance Request Review Process (video - YouTube)
Supporting Resources
Standard Work Specifications (SWS)
- Guidelines for Home Energy Professionals Standard Work Specifications (URL)
- Standard Work Specifications (SWS) Tool (URL)
- Standard Work Specifications Fact Sheet (PDF)
Supporting Resources
- WAP Memorandum 048: Updated Maintenance Process to the Standard Work Specifications (PDF)
- WPN 15-4: Quality Work Plan Requirement Update (PDF)
- Weatherization Job Aids for Retrofit Installer Technicians (URL)
Job Task Analysis (JTA)
Supporting Resources
- WPN 15-4: Quality Work Plan Requirement Update (PDF)
- WAP Memorandum 050: Crew Lead and Retrofit Installer/Technician Job Task Analysis and Certification Updates, and Badges Toolkit (PDF)
- WAP Memorandum 036: Energy Auditor and Quality Control Inspector Certification Scheme Updates (PDF)
- Retrofit Installer Technician (RIT) Badges Toolkit (video - YouTube)
Energy Audits and Technical Resources
Realized Energy Savings - Bringing Audits into the Real World
Renewable Energy Measures
Streamlining the Energy Audit Process
Supporting Resources
Health and Safety Plan
Supporting Resources
Training and Technical Assistance
- Flexibility with Accredited Training (video - YouTube)
- Why an Accredited Program? (video - YouTube)
- Training & Technical Assistance Planning & Reporting Template (video - YouTube)
- Standardized training curricula (URL)
- WAP Administrative Professional Training (URL)
- Accredited training providers (URL)
Supporting Materials