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Understanding the
IREC ISPQ Accreditation &
   Certification Program
     Pat Fox, Director of Operations
                  IREC

          February 1, 2011
Tips for Webinar Success

Use the red arrow to open and close
your control panel
Choose “Use Telephone” or “Use
Mic & Speakers” under Audio
Type your questions in the text
window and hit “Send”
Respond to polling questions when
prompted
Q&A will occur at the end of our
session
Non Profit
Easier, more affordable connection to the grid




                                                                                                       Best practices for states, municipalities, utilities
                                                  Since 1982, IREC has worked with industry,
                                                  government, educators, and other stakeholders to
                                                  ensure that the broader use of renewable energy is
                                                  possible, safe, affordable and practical.

                                                 1982
                                                            Uniform Guidelines & Standards


                                                    Quality Assessment
IREC ISPQ Accreditation &
    Certification Program

The Target = Quality Training
IREC ISPQ Accreditation and Certification
                           Sends a signal to students,
                           employers, and government
                               officials that training
                             standards have been met

 NREL: Dennis Schroeder




Ensures legitimacy of what’s
 being taught and by whom
Current Awardees
                                               • PV
                                               • Solar Thermal
                                               • Small Wind

IREC ISPQ Program Growth



         Status            Current Volume
     Letter of Intent            16
        Pending                  14
  Approved Credentials           99
Six ISPQ Credentials




Definition: Programs, courses are accredited. People are certified.
1st Step
Select the Right Designation




       NREL: Dennis Schroeder
Training Program or Continuing Ed
             Provider
 Training Program Eligibility
     Curriculum is aligned with IREC ISPQ approved job task analysis
     Full coverage of all tasks and sub-tasks
     Prepares graduates to perform successfully in a specific job category


 Continuing Education Provider Eligibility
  • Courses or workshops for professional development
        Focused on developing specialized skills
        Entry level preparatory course
        Subset of tasks from a job task analysis
Master Trainer or Instructor
Master Trainer
  Teaching experience: 900 contact hours
  Practical experience: 380 contact hours
  Depth of experience to teach students as well as other
  instructors

Instructor
  Teaching experience: 220 contact hours
  Practical experience: 250 contact hours

Independent vs. Affiliate
Next step:
  Understand the
IREC ISPQ Process




 NREL: Dennis Schroeder
The IREC ISPQ Accreditation & Certification Process


                         .
   • .
Key elements that drive the timeline

            Get in the queue


            Complete self assessment; well organized


            Timely responses


            Understand the agenda; be prepared
Desk Audit & Onsite Audit
•   Accreditation for Training Programs

•   Certification for Independent Master
    Trainers



                                           NREL: Dennis Schroeder
Desk Audit Only
 •   Accreditation for Continuing
     Education Providers
 •   Certification for Affiliated Master
     Trainers
 •   Certification for Affiliated Instructors
 •   Certification for Independent
     Instructors
Understand the requirements of
  the ISPQ Standard 01022
Organization of the standard
                             Core   Tier 1   Tier 2   Tier 3   Tier 4   Tier 5
Training Program
Independent Master Trainer
Independent Instructor
Continuing Ed Provider
Affiliated Master Trainer
Affiliated Instructor
ISPQ International Standard 01022
    The ISPQ International Standard offers a process of
    application and audit for accreditation of renewable energy
    and energy efficiency training programs and certification of
    instructors.

•   Training needs to be based on defined workplace knowledge,
    skills, and abilities.
•   Training needs to address issues of safety, codes, and core
    competencies
•   Training needs to include appropriate facilities, tools, and safe
    practices
Core Requirements
1. Non-Discrimination
2. Avoiding Conflict of Interest
3. Confidentiality
4. Release of Information
5. Commitment to Safety and Safe
   Practices
6. Commitment to Professionalism
   and Quality
7. Appropriate Training and        NREL: Dennis Schroeder


   Experience
Core Requirements
Types of information to provide
Tier 1 - Who
Accredited Training Programs

Accredited Continuing Education Providers

Certified Independent Master Trainers

Certified Independent Instructors




                                        NREL: Dennis Schroeder
Tier 1 - What

1.   Syllabi and Curricula
2.   Facilities Requirements
3.   Tools and Equipment
4.   Management Systems
5.   Record Keeping
6.   Surveys and Course Evaluations
7.   Exams and Assessment Tools
8.   Staff Experience and Training
9.   Complaint, Dispute and Appeals Policies
Tier 1
  Types of information to provide
• Curriculum, syllabus, and course description(s)

• Description of facilities

• Lists/descriptions of tools, equipment and hardware

• Record keeping policies
Tier 1
Types of information to provide

• Sample informational materials (brochures, web pages, etc.)

• Course evaluations

• Policies for administration of assessment of student learning

• Staffing policies

• Policies to handle complaints & disputes
Tier 2 - Who
Accredited Training Programs

Certified Independent Master Trainers

Certified Independent Instructors
Tier 2 - What

1.   Commitment to Quality
2.   Management, Financial Fitness
3.   Task Analysis Basis for Curriculum or Syllabus
4.   Development & Maintenance of Curriculum
5.   Resources
6.   Linkage with Industry
7.   Job Descriptions
8.   Examinations
Tier 3 – Who & What
Accredited Training Programs




 1. Documented Management System

 2. Quality Management Staff Assignments
Tier 3
 Types of information to provide
• Policies, goals and management process
• Training management process – key staff assignments
Tier 5 – Online Courses

  Organized & sequential       Frequent and timely feedback
format

  Monitor & track learning     Assessment is integral part of
process                      learning experience

 Instructor involvement        Advertising is prohibited
Tier 5 – Online Courses
 Plan to provide
the auditor access
   to the online
       course
Tier 4 – Who & What
Affiliated Master Trainers, Independent Master Trainers
Affiliated Instructors, Independent Instructors

       1. Documented Teaching Experience

       2. Documented Practical Experience
Tier 4
Documenting Practical Experience
 • List installed systems starting with most current
 • Description of work performed - area of responsibility
 • System size, components
 • Location
 • Copy of permit, inspection certificate
 • License # (where license is required)
 • Letters from customers/employers (optional)


               Minimum Requirements
 Instructor = 250 hours ; Master Trainer = 380 hours
Tier 4
Documenting Teaching Experience

  • Date, location, course taught, number of students

  • Contact hours
     • 1 contact hour = 60 minutes of classroom time or
     planned activity where student receives feedback
     and is monitored


               Minimum Requirements
 Instructor = 220 hours ; Master Trainer = 900 hours
Job Task Analysis
Job task analysis is a formal process for determining what people
  do, under what working conditions they do it, what they must
  know to do it, and the skills they must have to do it.

• Must clearly define the job – what will the trained individual be
able to accomplish
• Identify all tasks and subtasks required for competent
performance
• Follow well accepted procedures for occupational analysis –
DACUM process; review and validation by SME’s
• Balanced involvement of interested parties – safeguard
impartiality
Job Task Analysis
Renewable Energy           Energy Efficiency & Weatherization
 PV Installer                   Auditor

 PV Technical Sales             Installer             ing
                                                   o m n!
                                                  C oo
                                                    S
 Solar Thermal Installer        Crew Chief

 Small Wind Installer           Inspector
Applications
•   One for each designation

•   Candidate follows application and responds to each section
    and subsection

•   Contains relevant requirements in the Standard that candidate
    must demonstrate and document

•   Download from the IREC website (www.irecusa.org)
IREC ISPQ
             Candidate Handbook
•   Guides the Candidate through the
    process

•   Prime resource throughout the
    Candidate / Awardee lifecycle

•   Candidate Handbook + ISPQ
    Standard = required reading
Important Resources
• IREC ISPQ Key Docs (www.irecusa.org)
   – ISPQ International Standard 01022
   – IREC ISPQ Candidate Handbook
   – Applications
   – Job Task Analysis
• Best Practices & Guidelines for Renewable
  Energy Training (2010 )
• Workforce Guidelines for Home Energy Upgrades
  – DOE
Pat Fox, IREC
patfox@irecusa.org

General inquiries:
info@ispqusa.org

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IREC ISPQ Program Overview

  • 1. Understanding the IREC ISPQ Accreditation & Certification Program Pat Fox, Director of Operations IREC February 1, 2011
  • 2. Tips for Webinar Success Use the red arrow to open and close your control panel Choose “Use Telephone” or “Use Mic & Speakers” under Audio Type your questions in the text window and hit “Send” Respond to polling questions when prompted Q&A will occur at the end of our session
  • 3. Non Profit Easier, more affordable connection to the grid Best practices for states, municipalities, utilities Since 1982, IREC has worked with industry, government, educators, and other stakeholders to ensure that the broader use of renewable energy is possible, safe, affordable and practical. 1982 Uniform Guidelines & Standards Quality Assessment
  • 4.
  • 5.
  • 6. IREC ISPQ Accreditation & Certification Program The Target = Quality Training
  • 7. IREC ISPQ Accreditation and Certification Sends a signal to students, employers, and government officials that training standards have been met NREL: Dennis Schroeder Ensures legitimacy of what’s being taught and by whom
  • 8. Current Awardees • PV • Solar Thermal • Small Wind IREC ISPQ Program Growth Status Current Volume Letter of Intent 16 Pending 14 Approved Credentials 99
  • 9. Six ISPQ Credentials Definition: Programs, courses are accredited. People are certified.
  • 10. 1st Step Select the Right Designation NREL: Dennis Schroeder
  • 11. Training Program or Continuing Ed Provider Training Program Eligibility Curriculum is aligned with IREC ISPQ approved job task analysis Full coverage of all tasks and sub-tasks Prepares graduates to perform successfully in a specific job category Continuing Education Provider Eligibility • Courses or workshops for professional development Focused on developing specialized skills Entry level preparatory course Subset of tasks from a job task analysis
  • 12. Master Trainer or Instructor Master Trainer Teaching experience: 900 contact hours Practical experience: 380 contact hours Depth of experience to teach students as well as other instructors Instructor Teaching experience: 220 contact hours Practical experience: 250 contact hours Independent vs. Affiliate
  • 13. Next step: Understand the IREC ISPQ Process NREL: Dennis Schroeder
  • 14. The IREC ISPQ Accreditation & Certification Process . • .
  • 15. Key elements that drive the timeline Get in the queue Complete self assessment; well organized Timely responses Understand the agenda; be prepared
  • 16. Desk Audit & Onsite Audit • Accreditation for Training Programs • Certification for Independent Master Trainers NREL: Dennis Schroeder
  • 17. Desk Audit Only • Accreditation for Continuing Education Providers • Certification for Affiliated Master Trainers • Certification for Affiliated Instructors • Certification for Independent Instructors
  • 18. Understand the requirements of the ISPQ Standard 01022
  • 19. Organization of the standard Core Tier 1 Tier 2 Tier 3 Tier 4 Tier 5 Training Program Independent Master Trainer Independent Instructor Continuing Ed Provider Affiliated Master Trainer Affiliated Instructor
  • 20. ISPQ International Standard 01022 The ISPQ International Standard offers a process of application and audit for accreditation of renewable energy and energy efficiency training programs and certification of instructors. • Training needs to be based on defined workplace knowledge, skills, and abilities. • Training needs to address issues of safety, codes, and core competencies • Training needs to include appropriate facilities, tools, and safe practices
  • 21. Core Requirements 1. Non-Discrimination 2. Avoiding Conflict of Interest 3. Confidentiality 4. Release of Information 5. Commitment to Safety and Safe Practices 6. Commitment to Professionalism and Quality 7. Appropriate Training and NREL: Dennis Schroeder Experience
  • 22. Core Requirements Types of information to provide
  • 23. Tier 1 - Who Accredited Training Programs Accredited Continuing Education Providers Certified Independent Master Trainers Certified Independent Instructors NREL: Dennis Schroeder
  • 24. Tier 1 - What 1. Syllabi and Curricula 2. Facilities Requirements 3. Tools and Equipment 4. Management Systems 5. Record Keeping 6. Surveys and Course Evaluations 7. Exams and Assessment Tools 8. Staff Experience and Training 9. Complaint, Dispute and Appeals Policies
  • 25. Tier 1 Types of information to provide • Curriculum, syllabus, and course description(s) • Description of facilities • Lists/descriptions of tools, equipment and hardware • Record keeping policies
  • 26. Tier 1 Types of information to provide • Sample informational materials (brochures, web pages, etc.) • Course evaluations • Policies for administration of assessment of student learning • Staffing policies • Policies to handle complaints & disputes
  • 27. Tier 2 - Who Accredited Training Programs Certified Independent Master Trainers Certified Independent Instructors
  • 28. Tier 2 - What 1. Commitment to Quality 2. Management, Financial Fitness 3. Task Analysis Basis for Curriculum or Syllabus 4. Development & Maintenance of Curriculum 5. Resources 6. Linkage with Industry 7. Job Descriptions 8. Examinations
  • 29.
  • 30.
  • 31. Tier 3 – Who & What Accredited Training Programs 1. Documented Management System 2. Quality Management Staff Assignments
  • 32. Tier 3 Types of information to provide • Policies, goals and management process • Training management process – key staff assignments
  • 33. Tier 5 – Online Courses Organized & sequential Frequent and timely feedback format Monitor & track learning Assessment is integral part of process learning experience Instructor involvement Advertising is prohibited
  • 34. Tier 5 – Online Courses Plan to provide the auditor access to the online course
  • 35. Tier 4 – Who & What Affiliated Master Trainers, Independent Master Trainers Affiliated Instructors, Independent Instructors 1. Documented Teaching Experience 2. Documented Practical Experience
  • 36. Tier 4 Documenting Practical Experience • List installed systems starting with most current • Description of work performed - area of responsibility • System size, components • Location • Copy of permit, inspection certificate • License # (where license is required) • Letters from customers/employers (optional) Minimum Requirements Instructor = 250 hours ; Master Trainer = 380 hours
  • 37. Tier 4 Documenting Teaching Experience • Date, location, course taught, number of students • Contact hours • 1 contact hour = 60 minutes of classroom time or planned activity where student receives feedback and is monitored Minimum Requirements Instructor = 220 hours ; Master Trainer = 900 hours
  • 38.
  • 39. Job Task Analysis Job task analysis is a formal process for determining what people do, under what working conditions they do it, what they must know to do it, and the skills they must have to do it. • Must clearly define the job – what will the trained individual be able to accomplish • Identify all tasks and subtasks required for competent performance • Follow well accepted procedures for occupational analysis – DACUM process; review and validation by SME’s • Balanced involvement of interested parties – safeguard impartiality
  • 40. Job Task Analysis Renewable Energy Energy Efficiency & Weatherization PV Installer Auditor PV Technical Sales Installer ing o m n! C oo S Solar Thermal Installer Crew Chief Small Wind Installer Inspector
  • 41.
  • 42. Applications • One for each designation • Candidate follows application and responds to each section and subsection • Contains relevant requirements in the Standard that candidate must demonstrate and document • Download from the IREC website (www.irecusa.org)
  • 43. IREC ISPQ Candidate Handbook • Guides the Candidate through the process • Prime resource throughout the Candidate / Awardee lifecycle • Candidate Handbook + ISPQ Standard = required reading
  • 44. Important Resources • IREC ISPQ Key Docs (www.irecusa.org) – ISPQ International Standard 01022 – IREC ISPQ Candidate Handbook – Applications – Job Task Analysis • Best Practices & Guidelines for Renewable Energy Training (2010 ) • Workforce Guidelines for Home Energy Upgrades – DOE
  • 45. Pat Fox, IREC patfox@irecusa.org General inquiries: info@ispqusa.org