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MULTIFAMILY ENERGY EFFICIENCY RETROFIT PROGRAMS: STRATEGIES FOR ENGAGING BUILDING OWNERS

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M

ULTIFAMILY

E

NERGY

E

FFICIENCY

R

ETROFIT

P

ROGRAMS

:

 

S

TRATEGIES FOR

E

NGAGING

B

UILDING

O

WNERS

Edward

 

Connelly

President ,

 

New

 

Ecology,

 

Inc.

 

(2)

Who

  

Are

 

New

 

Ecology

 

and

 

Wegowise?

New

 

Ecology

 

is

 

a

 

non

profit

 

organization

 

whose

 

mission

 

is

 

to

 

catalyze

 

sustainable

 

development

 

in

 

low

 

income

 

and

 

underserved

 

communities.

  

We

 

work

 

in

 

the

 

following

 

areas:

New

 

construction

Moderate

 

Rehab

Energy

 

Efficiency

Efficiency

 

R&D

Consulting

Outreach

 

and

 

Education

 

(3)

Who

  

Are

 

New

 

Ecology

 

and

 

Wegowise?

Energy

 

Data

 

Company

Founded

 

by

 

NEI,

 

Boston

 

Community

 

Capital

 

and

 

CTO

 

to

 

solve

 

the

 

data

  

problem

 

in

 

multifamily

 

affordable

 

housing

(4)

As

 

of

 

April

 

16,

 

2015

 

Tracking:

551,408

units

28,332

buildings

824,000,000

 

square

 

feet

(5)

What

 

Do

 

Owners

 

Want?

1. Results

Reduced

 

Maintenance

Compliance

Lower

 

utility

 

costs

Improved

 

Tenant

 

Comfort

Reduced

 

Tenant

 

Costs

2. Subsidy

3. No

 

hassle

(6)

What

 

Not To

 

Do

 

To

 

Engage

 

Owners

 

(7)
(8)
(9)

Federal

 

Incentives

Federal

 

Incentives

State

State

 

 

Incentives

Incentives

MassSave

MassSave

New

 

Construction/Gut

 

Rehab

New

 

Construction/Gut

 

Rehab

Existing

 

Buildings/Mod

 

Rehab

Existing

 

Buildings/Mod

 

Rehab

Municipal

 

Utility

 

Programs

Municipal

 

Utility

 

Programs

(10)

New

  

Construction/Gut

 

Rehab

New

 

Construction/Gut

 

Rehab

New

 

Construction/Gut

 

Rehab

High

rise/Low

Rise

High

rise/Low

Rise

Administered

 

by

 

ICF

Administered

 

by

 

ICF

Pre

approval

 

Required

Pre

approval

 

Required

Third

 

Party

 

Verification

 

Required

Third

 

Party

 

Verification

 

Required

Custom

Custom

Requires

 

Preapproval

Requires

 

Preapproval

Energy

 

Calculations

 

Required

Energy

 

Calculations

 

Required

Prescriptive

Prescriptive

Limited

 

preapproval

 

required

Limited

 

preapproval

 

required

Simple

 

rebate

 

form

Simple

 

rebate

 

form

(11)

New

 

Construction

Less

 

than

 

4stories

MA New Homes with 

Energy Star MA New Homes with 

Energy Star Performance  Approach ‐Energy  Modeling Performance  Approach ‐Energy  Modeling Prescriptive approach 

also option, but less 

used

Prescriptive approach 

also option, but less 

used

Also Confirms Stretch 

Code and DND 

energy requirements Also Confirms Stretch 

Code and DND  energy requirements Third Party  Verification and  Testing Third Party  Verification and  Testing

Insulation and Air 

Sealing Inspections Insulation and Air 

Sealing Inspections

Interim Blower door Interim Blower door

Final Blower door Final Blower door

Rebates per unit Rebates per unit

Tier I  (15%)‐$650 Tier I  (15%)‐$650 Tier II (30%) ‐$1,150 Tier II (30%) ‐$1,150 Tier III (45%)* ‐$4000 Tier III (45%)* ‐$4000

(12)

New

 

Construction

4

 

stories

 

or

 

above

ICF Multifamily High 

Rise Program ICF Multifamily High 

Rise Program 4‐8 stories ‐Whole  Building 4‐8 stories ‐Whole  Building Evaluation of ECM’s  /Rebate dollars  through program  calculator Evaluation of ECM’s  /Rebate dollars  through program  calculator

Third Party Verification 

of ECM’s and 

compartmentalization Third Party Verification 

of ECM’s and 

compartmentalization

~$600 per unit rebates 

on average ~$600 per unit rebates 

on average

8 stories and up ‐In 

Unit 

8 stories and up ‐In 

Unit 

Third Party Verification 

of ECM’s and 

compartmentalization Third Party Verification 

of ECM’s and 

compartmentalization

Combined with custom 

analysis for other 

larger building systems Combined with custom 

analysis for other 

larger building systems

~$225 per unit rebates 

on average ~$225 per unit rebates 

(13)

New

  

Construction/Gut

 

Rehab

New

 

Construction/Gut

 

Rehab

New

 

Construction/Gut

 

Rehab

High

rise/Low

Rise

High

rise/Low

Rise

Administered

 

by

 

ICF

Administered

 

by

 

ICF

Pre

approval

 

Required

Pre

approval

 

Required

Third

 

Party

 

Verification

 

Required

Third

 

Party

 

Verification

 

Required

Custom

Custom

Requires

 

Preapproval

Requires

 

Preapproval

Energy

 

Calculations

 

Required

Energy

 

Calculations

 

Required

Prescriptive

Prescriptive

Limited

 

preapproval

 

required

Limited

 

preapproval

 

required

Simple

 

rebate

 

form

Simple

 

rebate

 

form

(14)

Existing

 

Buildings

Existing  Buildings/Mod  Rehab Existing  Buildings/Mod  Rehab Prescriptive Prescriptive Same Same Custom Custom Same Same LIMF LIMF Direct install Direct install 100% incentive 100% incentive Limited annual  budget Limited annual  budget Over subscribed Over subscribed

(15)

Federal Incentives

Federal Incentives State IncentivesState Incentives MassSaveMassSave New  Construction/Gut  Rehab New  Construction/Gut  Rehab MA New Homes w  Energy Star MA New Homes w  Energy Star Performance  Approach – Energy  modeling Performance  Approach – Energy  modeling Prescriptive approach 

also option, but less 

used Prescriptive approach 

also option, but less 

used

Also confirms stretch 

code and DND energy 

requirements Also confirms stretch 

code and DND energy 

requirements

Third party verification 

and testing Third party verification 

and testing Insulation and air 

sealing inspections Insulation and air 

sealing inspections Interim blower door Interim blower door Final blower door Final blower door

Rebates per unit Rebates per unit

Tier I (15%) ‐$650 Tier I (15%) ‐$650 Tier II (30%) ‐$1150 Tier II (30%) ‐$1150 Tier III (45%)* ‐$4000 Tier III (45%)* ‐$4000 High‐rise (ICF) High‐rise (ICF) 4‐8 stories – Whole  Building 4‐8 stories – Whole  Building Evaluation of  ECMs/rebate dollars  through program  calculator Evaluation of  ECMs/rebate dollars  through program  calculator

Third party verification 

of ECMs and 

compartmentalization Third party verification 

of ECMs and 

compartmentalization

~$600 per unit rebates 

on average ~$600 per unit rebates 

on average

8 stories and up – in  unit 8 stories and up – in 

unit

Third party verification 

of ECMs and 

compartmentalization Third party verification 

of ECMs and 

compartmentalization

Combined with custom 

analysis for other larger 

building systems Combined with custom 

analysis for other larger 

building systems ~$225 per unit rebates 

on average ~$225 per unit rebates 

on average Low‐rise (ICF) Low‐rise (ICF) Pre‐approval  required Pre‐approval  required Third party  verification Third party  verification Custom Custom Pre‐approval  required Pre‐approval  required Energy calculations  required Energy calculations  required Prescriptive Prescriptive Limited preapproval  required Limited preapproval  required Simple rebate form Simple rebate form Existing  Buildings/Mod  Rehab Existing  Buildings/Mod  Rehab LIMF LIMF Direct Install Direct Install 100% Incentive 100% Incentive Limited annual budget Limited annual budget Oversubscribed Oversubscribed Prescriptive Prescriptive Direct Install Direct Install 100% Incentive 100% Incentive Limited annual budget Limited annual budget Oversubscribed Oversubscribed Custom Custom Direct Install Direct Install 100% Incentive 100% Incentive Limited annual budget Limited annual budget Oversubscribed Oversubscribed Municipal Utility  Programs Municipal Utility  Programs

(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)

What

 

Has

 

Been

 

Most

 

Effective

 

in

 

Motivating

 

Owners

 

to

 

Improve

 

(24)
(25)
(26)

3.

  

The

 

easy

 

to

 

navigate,

 

owner

 

(27)

1. One

 

stop

 

shopping

 

with

 

someone

 

they

 

trust

 

to

 

figure

 

out

 

what

 

they

 

should

 

do

Extensions

 

of

 

their

 

staff

Understand

 

their

 

priorities

Advice

 

on

 

prioritizing

 

projects

Effective

 

access

 

to

 

programs

All

 

fuels/all

 

users

Building

 

science

 

expertise

 

on

 

their

 

terms

Help

 

with

 

programs

 

(LEED,

 

BBC,

 

etc.)

2. Cost

effectiveness

3. Financing

 

(sometimes)

4. Verification

 

of

 

results

(28)
(29)

Understanding

 

the

 

MF

 

Housing

 

Ownership

 

Cycle

Construction/

Purchase

Early

 

Ops

Later

 

Ops

Refinance/

Rehab

(30)

Understanding

 

the

 

MF

 

Housing

 

Ownership

 

Cycle

(31)

Understanding

 

the

 

MF

 

Housing

 

Ownership

 

Cycle

(32)

Understanding

 

the

 

MF

 

Housing

 

Ownership

 

Cycle

(33)

Understanding

 

the

 

MF

 

Housing

 

Ownership

 

Cycle

(34)

How

  

Can

  

We

  

Convince

  

Owners

 

To

 

Embrace

 

Efficiency?

1. Design

 

Programs

 

That

 

Help

 

Owners

 

Better

 

Manage

 

Their

 

Portfolios.

2. Provide

 

Services

 

That

 

Help

 

Owners

 

Better

 

Manage

 

(35)

How

 

NEI

 

Connects

 

the

 

Dots

 

for

 

Owners

financing

 

assistance

owner’s

 

rep:

 

new

 

construction/integrated

 

design

certifications

remote

 

monitoring

M&V

optimization

program

 

participation

resiliency

 

planning

benchmarking

 

and

 

data

 

analysis

auditing/existing

 

conditions

coordinating

 

rebates/incentives

field

 

testing

bidding/construction

 

management

forensic

 

analysis

renewable

 

energy

(36)

Thanks!

Ed

 

Connelly

connelly@newecology.org

References

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