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.
-
1
Introduction to WinterizationLearning Objectives
By the end of this module, learners will be able to:
-
Define residential winterization and its importance in property preservation
-
Identify common types of properties and situations requiring winterization
-
Understand client expectations and regulatory guidelines
-
Recognize key components involved in a standard winterization order
-
Differentiate between complete, partial, and re-winterization scenarios
-
-
2
WINT 1
-
3
Types of Winterizations
Learning Objectives
By the end of this module, learners will be able to:
-
Identify the three primary types of residential winterizations
-
Understand the purpose and procedure of each type
-
Recognize required timelines or cutoff dates by client and region
-
Know how to document each type accurately and avoid common mistakes
-
-
4
Dry Winterization -
5
Wet Boiler Winterization
-
6
WINT 2
-
7
Tools and Supplies for Winterization
Learning Objectives
By the end of this module, learners will be able to:
-
Identify essential tools used in the residential winterization process
-
Understand the use and purpose of each tool or supply item
-
Prepare a proper winterization kit for field use
-
Recognize which tools are required for specific client or regional requirements
-
-
8
WINT 3
-
9
Plumbing Systems and Shut-Off Procedures
Learning Objectives
By the end of this module, learners will be able to:
-
Identify the main components of residential plumbing systems
-
Locate and operate water shut-off points at the property and curbside
-
Differentiate between common system layouts in older and modern homes
-
Execute safe and effective shut-down procedures before beginning winterization
-
-
10
WINT 4
-
11
Draining Fixtures and Appliances
Learning Objectives
By the end of this module, learners will be able to:
-
Identify all fixtures and appliances that require draining during winterization
-
Perform correct draining techniques for toilets, sinks, tubs, and water heaters
-
Recognize signs of incomplete drainage or previous damage
-
Document before and after photos of each step in the draining process
-
-
12
WINT 5
-
13
Antifreeze Application Techniques
Learning Objectives
By the end of this module, learners will be able to:
-
Identify the correct type of antifreeze for residential use
-
Apply antifreeze correctly to all required fixtures and traps
-
Understand client requirements for quantity and photographic documentation
-
Prevent overuse, spillage, or cross-contamination with potable systems
-
-
14
WINT 6
-
15
Securing and Posting the Property
Learning Objectives
By the end of this module, learners will be able to:
-
Understand the importance of properly securing winterized properties
-
Identify all required locks, signage, and hardware
-
Follow posting standards required by HUD and private clients
-
Document every securing step with appropriate photos
-
-
16
WINT 7
-
17
Frozen Pipes and Bidding
Learning Objectives
By the end of this module, learners will be able to:
-
Identify and document signs of frozen plumbing
-
Understand why winterization cannot proceed on a frozen system
-
Follow correct procedures for submitting a thawing bid
-
Know what is not allowed without prior approval
-
Properly photograph and report frozen conditions to avoid chargebacks
-
-
18
WINT 8
-
19
Final Review and Checklist
? Learning Objectives
By the end of this module, learners will be able to:
-
Perform a complete and compliant winterization from start to finish
-
Use the winterization checklist to verify all steps are completed
-
Identify common inspector errors and how to avoid them
-
Prepare their vehicle, tools, and documentation for efficient fieldwork
-
Understand how to close out and report a completed job to the client
-
-
20
WINT 9
-
Work Order
$9.95
-
What is Prerequisite coursesA prerequisite is a specific course that you must complete before you can take another course at the next grade level.
Prerequisites:
- Completion of Work Order fundamentals course
- Basic understanding of residential plumbing systems
- Physical ability to access crawl spaces, attics, and basements
What You'll Learn:
- Complete winterization procedures for all water systems
- Proper use of RV antifreeze and safety precautions
- Draining water heaters, boilers, and HVAC condensate lines
- Winterizing toilets, sinks, tubs, showers, and appliances
- Required photo documentation and reporting
- De-winterization procedures
- HUD conveyance condition requirements
- Common mistakes and how to avoid costly callbacks
Equipment Needed:
- Air compressor (recommended) or shop vacuum
- RV antifreeze (non-toxic, typically 2-5 gallons per property)
- Basic hand tools (wrenches, screwdrivers, pliers)
- Buckets and towels
- Flashlight or headlamp
- Camera for documentation
- Personal protective equipment (gloves, safety glasses)
Note: Winterization is a critical property preservation service typically performed in fall/winter months. Improper winterization can result in tens of thousands of dollars in freeze damage, making accuracy and completeness essential.
