Standard Operating Procedures for Weatherization Technicians

I am an intern for an energy efficiency company out of Asheville NC, and one of the many tasks I have been given is to produce a standard operating procedure for our weatherization technicians and their crew leaders. I have absolutely no prior experience in completing such a task, so I am really hoping that someone out there has some kind of resource they could share with me. Anything that could help get me started on this project would be great. I have a very basic template created, but I lack content and I am unsure of what all should be included. Any resources or insight would be greatly appreciated!

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I seem to recall something already being made that did this... oh yes I did write about it - 

Kinda of curious how much has changed since then

From that article it seems pretty evident that people were less than impressed with those guidelines, but from searching through the internet I cant find the actual document itself. I found something that said it was supposedly made in 2011, but I cant find that version or anything newer.


Every state is required to have weatherization Standard Work Specifications and Field Guides, so what you are describing should already exist.  I suggest you contact Community Action Opportunities in Asheville, NC

See NREL's Standard Work Specifications

A good place to start might be the BPI Retrofit Installer Handbook and Field Guide.

Also, you could check out WAPTAC.

You could build from there. Good luck!


These materials have already been produced by several states, please focus your energy & skills on TRAINING & COACHING the technicians to actually achieve great results using existing guides rather than trying to recreate a wheel.

Good luck!

I totally agree with Brian.  The book that he linked to has an impressive list of Technical Contributors and there is no sense in recreating the wheel.  

Hi there

I work for a utility in the Pacific NW - our power provider is the Bonneville Power Administration. If you look down in the middle of the page below under Resources, I think you will find some very useful info.

Regards, Eric


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