Winterization
- Description
- Curriculum
The primary goal of the Winterization course is to give you a basic understanding of the Industry winterization process. This is a prerequisite course for any CTDL Certifications.
Core Competencies
- Understanding MFS Terminology and reporting upon such;
- Permorming winterizations and properly documenting such;
- Performing Real Time Assessments and shielding Client liability;
- Properly documenting photographic history based upon unique Client needs; and
- Chronicling health and safety issues, progress, and winterization tasks
What is the target audience?
- This is an Apprentice level Module
- The Work Order Module is a prerequisite
- This Module is a prerequisite for all Field Service Technician and Inspector Journeyman and Master Certifications
The skillsets required for completion are fundamentally based upon a high school diploma or a GED equivalent. Proficiency in the English language are mandatory. Familiarity with a Windows based desktop computer system combined with the ability to operate a smartphone are required. Attention to detail is a core component of successfully completing the Work Order course.
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1
Introduction to Winterization🎯 Learning Objectives
By the end of this module, learners will be able to:
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Define residential winterization and its importance in property preservation
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Identify common types of properties and situations requiring winterization
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Understand client expectations and regulatory guidelines
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Recognize key components involved in a standard winterization order
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Differentiate between complete, partial, and re-winterization scenarios
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2
WINT 1
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3
Types of Winterizations
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify the three primary types of residential winterizations
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Understand the purpose and procedure of each type
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Recognize required timelines or cutoff dates by client and region
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Know how to document each type accurately and avoid common mistakes
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4
Dry Winterization -
5
Wet Boiler Winterization
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6
WINT 2
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7
Tools and Supplies for Winterization
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify essential tools used in the residential winterization process
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Understand the use and purpose of each tool or supply item
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Prepare a proper winterization kit for field use
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Recognize which tools are required for specific client or regional requirements
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8
WINT 3
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9
Plumbing Systems and Shut-Off Procedures
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify the main components of residential plumbing systems
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Locate and operate water shut-off points at the property and curbside
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Differentiate between common system layouts in older and modern homes
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Execute safe and effective shut-down procedures before beginning winterization
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10
WINT 4
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11
Draining Fixtures and Appliances
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify all fixtures and appliances that require draining during winterization
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Perform correct draining techniques for toilets, sinks, tubs, and water heaters
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Recognize signs of incomplete drainage or previous damage
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Document before and after photos of each step in the draining process
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12
WINT 5
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13
Antifreeze Application Techniques
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify the correct type of antifreeze for residential use
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Apply antifreeze correctly to all required fixtures and traps
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Understand client requirements for quantity and photographic documentation
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Prevent overuse, spillage, or cross-contamination with potable systems
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14
WINT 6
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15
Securing and Posting the Property
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Understand the importance of properly securing winterized properties
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Identify all required locks, signage, and hardware
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Follow posting standards required by HUD and private clients
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Document every securing step with appropriate photos
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16
WINT 7
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17
Frozen Pipes and Bidding
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Identify and document signs of frozen plumbing
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Understand why winterization cannot proceed on a frozen system
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Follow correct procedures for submitting a thawing bid
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Know what is not allowed without prior approval
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Properly photograph and report frozen conditions to avoid chargebacks
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18
WINT 8
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19
Final Review and Checklist
🎯 Learning Objectives
By the end of this module, learners will be able to:
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Perform a complete and compliant winterization from start to finish
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Use the winterization checklist to verify all steps are completed
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Identify common inspector errors and how to avoid them
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Prepare their vehicle, tools, and documentation for efficient fieldwork
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Understand how to close out and report a completed job to the client
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20
WINT 9
