Tracking and Evaluating Building Performance

SHNNY Conference Thurs. June 9, 2011

• Bomee Jung, Senior Program Director Enterprise Community Partners • Jeff Perlman, President Bright Power • Laura Tavormina, Deputy Director & CFO West Side Federation for Senior and Supportive Housing • Marc Zuluaga, Senior Engineer Steven Winter Associates • Moderator: Sam Marks, Vice President Deutsche Bank Americas Foundation

Laura Tavormina, Deputy Director & CFO West Side Federation for Senior and Supportive Housing

Jeff Perlman, President Bright Power

Bomee Jung, Senior Program Director Enterprise Community Partners

How might we look at a portfolio like this:

– 34 Buildings – 1182 units – Ranging in size from 8 dus – 150 dus – Annual owner-paid energy costs of $1.4 M (about $100/du/mo) – Annual heating cost of $663K (47%)

Portfolio Evaluation 34 buildings Ranked by Heating Performance Median 12.27

50% lower (better) 50% higher (worse)

Portfolio Heating Performance Goals Scenario Same 34 buildings over 3 years 27.06

13.98 12.27 11.26

7.02

15 12 11 8 7 12 10 8 7 6

Enterprise NY Green Preservation Approach Portfolio Evaluation Operation/Maintenance Resident Engagement

Goal Tools & Resources

Identify the most beneficial opportunities for capital improvements, both in costs and Utility bill analysis / benchmarking energy use Retrofit Project Planning / Audit Marshall financial and technical resources to prepare properties for energy efficient rehabilitation.

Audit / Green Capital Needs Assessment; Enterprise Green Communities Criteria & Certification; Charrette Grants Construction Post-Construction Monitoring/Verification Assist in delivering high-quality construction outcomes on time and on budget Green Communities Rehab Specifications; On-site technical assistance Verify that the capital improvements are resulting in savings and performance improvements as expected.

Utility bill analysis / benchmarking; Inspection & performance testing Assure that building maintenance and operations staff are well positioned to optimize savings Raise awareness of health, economic, and environmental benefits of green living among residents On-site technical assistance; Utility bill analysis / benchmarking; Green Asset Management Toolkit; Sustainability Grants Resident manual/healthy living template; Resident Engagement toolkit

Marc Zuluaga, Senior Engineer Steven Winter Associates