DATE: September 24th, 2014 TOPIC: Affordable Housing and Energy Efficiency: Opportunities, Trends and Requirements
AGENDA
LABBC Multifamily Updates Jeff Gould, Director of LABBC
Local & Statewide Multifamily / Affordable Housing Tony Liou, President of Partner Energy
National Better Buildings Challenge Initiatives Kevin Bush, Multifamily Sector Lead of the Better
Buildings Challenge
Building Momentum
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
The LABBC has Enrolled >42M square feet
of Existing Buildings
Current LABBC Partners
LABBC Partnership Structure
BUILDING
OWNERS
Utility
Partners
Technology
& Service
Partners
Financial
Partners
Institutional
Partners
Automated Benchmarking
• Automatically import consumption
and cost data
• Export to Portfolio Manager for Energy Star ratings
• Easy AB 1103 Compliance
• Intuitive visualizations
• M&V effectiveness of upgrades
• Track your building’s performance against LABBC goals
• Share your building information with your organization and with external partners
LABBC Services
LABBC Services
Marketing & PR Support
Get Involved!
• Enrolling allows you to take advantage of the program’s resources and reach your goals sooner
• Simple enrollment form
• No penalties if you can not meet the 20% goal
• Data is reported only in aggregate
Your buildings will benefit from helping make LA the greenest big City in the US
Multifamily / Affordable - Updates
• Multifamily / Affordable Housing Updates – Updated LADWP Rebate Programs – Energy Savings Assistance Program (ESAP)
• Program designed to assist low income housing with the installation of energy efficiency measures at no cost
• Upcoming Inter-Utility Partnership with LADWP and So Cal Gas
– New Energy Star Portfolio Manager Benchmarking for Multifamily Properties
• LABBC Affordable Housing Updates
– Rebate and Project Development Support for Numerous Affordable Housing Projects in the City – Vitus, ACOF
– SCANPH Conference – October 9th • Affordable Housing Technology Showcase Workshop
– Project Development / Water Efficiency
Presented by:
www.ptrenergy.com | 888-826-1216
Local & Statewide Multifamily / Affordable Housing
Presented By: Tony Liou, President of Partner Energy
Partner Energy – Who We Are
www.ptrenergy.com | 888-826-1216
• Partner Energy is a nationwide provider of energy efficiency and sustainability consulting services.
• Our team includes energy engineers, architects, MEP engineers, HERS raters, commissioning agents, PE’s, BPI instructors and LEED/GreenPoint raters.
• California Offices – San Francisco – Sacramento – Los Angeles – Tustin – San Diego
Partner Energy - Services
www.ptrenergy.com | 888-826-1216
• CTCAC/CDLAC Sustainability Support – Existing Buildings & New Construction
• HERS II Rating
• HERCC Reports
• LEED/GreenPoint Rated Certification
• Title 24 Compliance
• CUAC Analysis
• HERS, Combustion & other Diagnostic Testing
• Energy Benchmarking, Analysis & Reporting
• Rebates & Incentives
• Green PNAs
• PNAs/Phase I’s/ PML’s/Lead/Asbestos/Radon
• CALGreen Verification
• Commissioning
• Retro-Commissioning
• Performance Specifications & Design
• Placed-In-Service Verification
• Renewable Energy Feasibility Studies
• Solar Maintenance
• Training
• Energy Modeling
Local Rebates and Incentives
www.ptrenergy.com | 888-826-1216
• LADWP & So Cal Gas Opportunities – Consumer Rebate Program – Custom Performance Program – Energy Efficiency Technical Assistance Program
• Energy Upgrade California – SDGE – SMUD – PG&E – SCE
• California Solar Initiative (PV or Solar Thermal) • Individual Measures
– E.g. Windows and refrigerators in LADWP territory
www.ptrenergy.com | 888-826-1216
Local Opportunities - LADWP
• Water
– Indoor Water Measures – Fixtures, Appliances – Outdoor Water Measures – Landscaping / Irrigation
• Mechanical – HVAC – Solar Hot Water – Boilers, Boiler Controllers – Lighting
• Envelope – Windows, Window Film, Cool Roof, Insulation
CA Tax Credit Allocation Committee
www.ptrenergy.com | 888-826-1216
Application
• Wait for decision
Funding Notification
• Other funding delays?
Construction Start
• Cost-overruns
• Value engineering
• Other issues
Mid-Construction CALGreen visit
Construction Completion
Placed-in-Service & Funding
TYPICAL CTCAC Rehab Process
CA Tax Credit Allocation Committee
www.ptrenergy.com | 888-826-1216
• CTCAC Minimum Rehab Requirements
– Required for 4% “non-competitive” applications and 9% “competitive” applications
– Energy Audit
– 10% modeled energy reduction
– CALGreen Compliance
– Minimum Construction Standards
– Combustion Testing
CTCAC Construction Standards
www.ptrenergy.com | 888-826-1216
• Minimum Construction Standards
– Landscaping – Similar to CALGreen
– Roofs – 3 year guarantee and 20 year manufacturer warranty
– Exterior doors – Non-residential standards
– Appliances – Energy Star
– Window Coverings – Must be provided
– Water Heater – Size minimums
– Floor Coverings – HUD requirements
– Low VOC Paints – Similar to CALGreen
CTCAC Sustainability Points
www.ptrenergy.com | 888-826-1216
Available Methods Points (max 10 points)
Energy savings over existing 15%, 20%, 25%, or 30%
3, 5, 7 or 10
Solar PV that off-sets tenant load or 50% common area load OR solar thermal for all tenants with individual water meters
3
Sustainable Building Management Practices O+M Manual, BPI Training & Cx/RCx
3
Submetering Projects shall individually meter or submeter currently master-metered gas, electricity, or central hot water systems for all tenants.
3
LEED, GreenPoint Rated, Enterprise Green Communities Certification Applicant commits to develop the project in accordance with the minimum requirements of LEED, GreenPoint Rated, Enterprise Green Communities
5 (2-5 additional points available for exceeding program minimums)
Energy Upgrade CA Vs. CTCAC
www.ptrenergy.com | 888-826-1216
CTCAC/CDLAC Edison/SoCal Gas SDG&E
% Calculation TDV Site Site
Who Pays for Audit? Client Program pays all or part of the cost
Client
Solar Counts? Thermal & PV Thermal Only No
Low-flow fixtures No (TDV %) Yes No
Combustion Appliance Safety (CAS) Testing
Required; Results not consistently enforced
Required; 100% pass required
Required; 100% pass required
CALGreen/Minimum Construction Standards
Yes N/A N/A; but some spec minimums e.g. condensing boilers
HERS Verification - New Construction
www.ptrenergy.com | 888-826-1216
• Code requirements, based on construction scope:
– Refrigerant Charge (new/ replaced units)
– Quality Insulation Inspection (QII)
– Duct leakage testing
– Blower door
– Airflow
– Watt Draw (when everything is new)
Better Buildings Challenge
Better Buildings Challenge Multifamily Sector Update
Kevin J. Bush Multifamily Sector Lead
Better Buildings Challenge
Goals
• Make commercial, industrial buildings &
multifamily housing 20%+ more efficient
over 10 years
• Save $80B+ annually for US
organizations
• Create American jobs, improve energy
security, and mitigate impacts of climate
change
How
• Leadership
• Results
• Transparency
• Best Practice Models
• Recognition
• Catalyzing Action
Progress
• 190+ partners and allies
• 3.3+ billion square feet, 600
manufacturing plants
• 70+ showcase projects; 40+
implementation models
• 2.5% average annual improvement in
energy intensity
• $300 million in savings since Better
Buildings Challenge launched
• 8 goal achievers
President Obama’s Climate Action Plan
• Prepare the U.S.
for the impacts of
climate change
• Lead international
efforts to address
climate change
• Cut carbon
pollution in America
President Obama announcing his Climate Action Plan in June 2013
Expanding to Multifamily
Ensure America’s security and prosperity by addressing its energy, environmental and nuclear challenges through transformative science and technology solutions.
Create strong, sustainable, inclusive communities and quality affordable homes for all.
Multifamily Sector Overview
Opportunities
• Untapped market, large investment opportunity
• High energy costs for tenants and owners
• Retrofits are cost effective
Barriers
• Complicated ownership structure
• Limited financial incentive
• Limited capacity
• Difficult to benchmark and track
• Resident engagement
• Lack of capital
Three main sub-sectors: public housing, subsidized, and market rate
BBC– Partner Commitment
• Conduct an energy
efficiency assessment of
their building portfolio and
pledge an organization-wide
energy savings goal of at
least 20% within 10 years
• Take action by showcasing
energy efficiency projects
and implementation models
• Report results by sharing
energy performance data
that demonstrates success
Denver Housing Authority, 2.5 MW Power Purchase Agreement
BBC – Federal Support
• Offer technical assistance to support energy commitments
• Provide national recognition for achieving energy efficiency results
• Establish a community of energy efficiency stakeholders
• Work to address market and policy barriers multifamily owners experience when greening their properties
Housing Authority of Baltimore City, 30% savings through resident engagement
BBC – Federal Support
• Offer technical assistance to support energy commitments
• Provide national recognition for achieving energy efficiency results
• Establish a community of energy efficiency stakeholders
• Work to address market and policy barriers multifamily owners experience when greening their properties
• Direct support from experienced professionals
• Must help meet energy commitment – Diagnostic building
assessments – Design specs.,
construction review – Green O&M, resident
engagement – Portfolio planning – Benchmarking & energy
mgt.
BBC – Federal Support
• Offer technical assistance to support energy commitments
• Provide national recognition for achieving energy efficiency results
• Establish a community of energy efficiency stakeholders
• Work to address market and policy barriers multifamily owners experience when greening their properties
• HUD’s Office of Multifamily Housing Programs – Management Add-on Fees – Reserve for Replacement – Mark to Market – PRAC Pay for Success – On-Bill Financing and
Repayment – Increased Distributions
• HUD’s Office of Public and Indian Housing – 45 day EPC reviews
Partners Showcasing Innovative Solutions
• Major Retrofits
• New Bedford Housing
Authority
• WinnCompanies
SAHF members
• Community Housing
Partners
• Passive Design
• Aeon
• REACH CDC
• Resident Engagement
• Housing Authority of
Baltimore City
• Renewable Energy
• Denver Housing Authority
Aeon, passive design expected to result in 34% savings over code
HUD – BBC Incentives
• Allowable Management Add-On Fees – Memorandum from DAS for Multifamily on 4/24/14 – BBC Multifamily Partners are eligible for management add-on
fees in the following categories: • Operations and Maintenance • Tenant Engagement • Data Collection • Benchmarking
– BBC Owners/Agents submit a revised Management Certification (Form HUD 9839-A or B, Attachment 1) and their BBC Partnership Agreement to the appropriate Multifamily Hub/Program Center
– Minimum of $1 /PUPM and maximum of $5,000 per property per year
Questions? [email protected]
• Expedited R4R Releases – Memorandum from DAS for Multifamily on 6/12/14
– Properties that are part of BBC MF Partners portfolio are eligible for expedited processing for energy and water efficiency improvements
– Some properties are ineligible
– Takes 7-15 business days
– All requests must be accompanied by a print out of the Partner’s profile page from the BBC website and a short description of the applying entity’s relationship to the Partner
Questions? [email protected]
HUD – BBC Incentives
• Mark to Market Incentive Performance Fee Increases
– Memorandum from DAS for Multifamily on 6/12/14
– Targeted at older M2M properties undergoing rehabs
– Brings Incentive Performance Fee in line with newer M2M Green Initiative Properties
Questions? [email protected]
HUD – BBC Incentives
Contact Information
Kevin J. Bush Senior Analyst Office of Economic Resilience U.S. Department of Housing and Urban Development [email protected]
Events & Education
LABBC Events • October 9TH – SCANPH
Conference - Affordable Housing Technology Showcase
• November – Energy Efficiency, Water Conservation, and Sustainability in Industrial
LABBC Webinars • October 22nd – High
Performance Property Valuation: the New Appraisal Competency Guide and How it Will Impact the Real Estate Industry
Jeff Gould Director
LA Better Buildings Challenge (805) 390-0884
Operating
costs
drop 8.5%
Building
value
rises 6.8%
ROI
improves
2.5%
Occupancy
rises 1%
Rents
rise 19.2%
Source: McGraw Hill Construction (2010). Green Outlook 2011: Green Trends Driving Growth.
www.LA-BBC.com
Contact Information
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