Grants to Green

Transcript Grants to Green

Orientation June 24, 2014

Background

 Approximately half of all energy generated in America is used to power buildings and other aspects of the built environment.  The built environment has a profound impact on our natural environment, economy, health, and productivity (U.S. Green Building Council, July 2010). 2

Background

 Community Centers, schools, medical facilities, day care centers, homeless shelters and other social service buildings are important in the nonprofit sector. Yet, most are old and inefficient and their utility bills create huge drains on program and operating budgets.  Staff in the nonprofit sector generally lack energy efficiency knowledge and technical expertise to address this issue.

 Seeks to transform the nonprofit sector in the Atlanta region by encouraging it to build or renovate green  Focus on Green Buildings (Existing and New Construction) 3

Background

Our definition of “green”  A green or environmentally sustainable building is a building, which in its design, construction, and operation, makes a minimal draw on non-renewable resources and gives high priority to respecting the physical environment.

Partnership

 A partnership formed to help nonprofit leaders who are planning to build new buildings or conduct major renovations:  The Kendeda Fund (source of funding)  The Community Foundation for Greater Atlanta (grant administrator and funder)  Southface (technical support and expertise) 5

The Community Foundation

 The Community Foundation for Greater Atlanta strengthens our region by providing quality services to donors and innovative leadership on community issues.

 Philanthropic Framework: Explains how we intend to have a greater impact on communities in our region. www.cfgreateratlanta.org

Southface

Southface promotes sustainable homes, workplaces and communities through education, research, advocacy and technical assistance.

www.southface.org

Advisory Committee

 Members include representatives from academia, community development corporations, donors, foundations, nonprofits, real estate specialists, and related corporate entities.  The committee provides consultation, input and perspective on the Grants to Green initiative progress.  Serve on application review committee  Participate in Site Visits

What does Grants to Green Support?

 Nonprofits can apply for an: 1.

• Assessment Award Energy & Water Use Assessment (Existing Building) •

Green Building Design Review (New Construction) 2.

Implementation Grant 9

More than a grant!

Summary of Awards: Cycles 1-13 (2008 – 2013)

Indicator

Number of Awards

Assessment

123*

Implementation

Total

204 Number of Organizations Total Dollars Invested Total Dollars Matched 68 $492,000** $0 (not required) 76*** $2,512,371 $2,436,483 **** 144 $3,004,371 $2,436,483 *One organization received two assessment awards **Assessments are valued at $4000 each ***54 organizations received both assessment and implementation awards and 22 received assessment outside of Grants to Green **** 137 organizations required to match at 1:1 (budget > $500,000) and 7 organizations required to match at .50:1 (budget < $500,000) 11

What to Expect in 2014

 Assessment Cycle (February) – Completed  One Implementation Cycle (March) – Completed  No cap on Implementation Funding (Previously $400,000)  A “rolling” Assessment Cycle – Applications accepted through October 9 th

Assessment Cycle Dates

Rolling Cycle For the rolling deadline, organizations should submit their Letter of Intent and Final Application together, along with all supporting documentation. Applications must be submitted by noon on Friday, October 9 th . The entire application package will be considered during review. Please allow a minimum of two weeks (10 business days) for review.

Ongoing Monitoring (data entry/web seal) Previous Lessons Learned Orientation Final Survey/Site Visit

The Grant Cycle

Letter of Intent Interim Survey Final Application 14 Baseline Survey Board approval/awards distributed Site Visit

 •

Eligibility Requirements

Nonprofit must: Be classified by the U.S. Internal Revenue Service (IRS) as a nonprofit, tax-exempt organization and the IRS determination must be current.

• Be registered and in good standing with the Georgia Secretary of State’s Office as a nonprofit.

• Have a minimum two-year operating history after receiving its 501(c)(3) classification.

• Have at least one full-time paid employee

(paid minimum wage or more, working 2,080 hours or more)

for at least 12 months prior to submitting a Letter of Intent

toward this requirement).

(contractors or consultants do not count



Eligibility Requirements

Nonprofit must: • Have an operating budget of $100,000 or more as reflected in the most recently filed IRS Form 990.

• Have

audited

financial statements that follow Generally Accepted Accounting Principles (GAAP) or Government Auditing Standards (GAS) for the past two completed fiscal years.

• Provide the previous 12 months of utility bills/statement for existing buildings or an energy model for new construction.

Eligibility Requirements

• o Nonprofit must: Have a strategic or business plan for the whole organization that includes measureable goals and methods to assess effectiveness that covers at least two years (24 months).

If you do not have a minimum 24 month strategic or business plan, the organization must (1) submit its existing business plan and (2) complete and submit the Foundation’s Strategic Planning Form which can be downloaded from the Community Foundation website.

Eligibility Requirements - Building

 Nonprofit must: • Own or Lease the building(s) the nonprofit is requesting support for,

(must have five or more years remaining on current lease)

• To receive an assessment, the organization must have evidence of utilities paid including the organization’s name on the utility bill. To request an Implementation grant, the organization can only apply for those items for which it owns and directly pays the utilities.

For example, if you do not control or pay for water directly, then you can not request Implementation funding for water related projects.

• Metering should be configured such that the consumption of utilities can be attributed to a single building and tracked on an on-going basis. 18

•

Eligibility Requirements

Apply for grants to improve properties located in The Community Foundation’s 23-county service area only 19

Additional Eligibility Requirements Implementation

• • •  If your organization plans to apply for an Implementation award, the following requirements must be met to be eligible for Implementation funding: Have a building energy assessment for existing buildings or a design review for new construction, and present results to your organization’s Board of Directors

before submission of your Final Application.

    Provide a match for recommendations in funding request: Match can be fulfilled with cash and in-kind contributions Match rate depends on the organization’s budget: Match of $0.50 to $1 for organizational budget of $100,000- $499,999 Match of $1 to $1 for organization budget of $500,000 more Match amount is based on the project budget and not the organizational budget Complete Implementation projects within 12 months 20

Additional Eligibility Requirements Match

 Match Example $500,000+ Org Budget $501,000 Therefore match rate is $1:$1 Project Budget $30,000 Org Match $15,000 Project Budget/ 2= Org Match or more (cash & in-kind) Funding Request $15,000 or less Project Budget – Org Match = Funding Request Amount

Additional Eligibility Requirements Match

 Match Example less than $500,000 Org Budget $400,000 Therefore match rate is $.50:$1 Project Budget $30,000 Org Match $10,000 Project Budget/ 3= Org Match or more (cash & in-kind) Funding Request $20,000 or less Project Budget – Org Match = Funding Request Amount

Not Eligible for Funding

o o o A nonprofit operated by a religious organization is eligible to apply for the spaces and systems of a facility dedicated to serving secular needs. If participation in a religious activity is a condition for receiving services from an organization, then the organization will be deemed ineligible for a Grants to Green award. Religious organizations seeking funding are referred to Georgia Interfaith Power & Light Energy Improvement Grant Program, which is similar to Grants to Green. To learn more about this funder, please visit www.gipl.org

. Organizations that have discriminatory policies and/or practices on the basis of race, color, national origin, age, disability, gender, marital status, familial status, parental status, religion, sexual orientation, genetic information or political beliefs.

Organizations that exclusively raise funds for publicly funded schools (K 12), institutions of higher learning and government agencies. 23

Tenant Space

Tenants of a Larger Building

 Organizations that do not own or lease their entire building are eligible if all of the following conditions are satisfied: - The organization pays for the utilities that they consume in the portion of the building that they occupy and can provide records of utility consumption from the utility company or installed submeters. - The heating, cooling, ventilation, and domestic hot water systems serve only the space occupied by the organization.

- The conditions of the lease allow the organization to conduct major renovations to the space.

Tenant Space (continued)

Lease Space to Other Tenants

 Organizations that own their own building and lease space to other tenants (or lease a building and sublet to other tenants) are eligible if all of the following conditions are satisfied: - The organization pays utility costs for the entire building.

- The conditions of the leases for all tenants allow the organization to conduct major renovations to the space occupied by each tenant.

- The space occupied by the tenant is accessible at the time of the site visit.

The Assessment

Former Grantees

Former Assessment Grantees

Are former Assessment Grants to Green grantees eligible to apply again?

 Assessment award recipients may apply for another Assessment, for a different building if substantial progress has been made to implement recommendations from the previous Assessment.  Assessment award recipients are eligible to apply for an Implementation Grant once the Assessment report has been completed and all other eligibility criteria have been met. 27

Former Implementation Grantees

Are former Implementation Grants to Green grantees eligible to apply again?

 Implementation Grant recipients may apply for another Implementation Grant for a different building after the close out of a previous Grants to Green grant award. That means:      All end of grant reports have been completed Grants to Green monitor has visited the site to ensure the work is complete Energy Star Portfolio Manager data is up to date and current Web seal is posted to the organization’s website Grant funds have been appropriately spent.

 Implementation grantee recipients may also apply for another Implementation Grant for projects on the same building that were identified in the Assessment Report but may not have been undertaken due to lack of funding. In order to do so, however, the previous Implementation Grant must have been closed out per the definition above. 28

Role of Green Champion

        Shepherd green efforts from start to finish Attend convenings Use Communications Toolkit/share success stories Enter utility data in ENERGY STAR Portfolio Manager Complete evaluation surveys Host monitoring site visits Post web seal Use organization’s sphere of influence 29

Green Champion Convenings

August 22, 2013

  Location: Warren Boys and Girls Club Emphasis on learning and knowledge sharing 30

Evaluation Expectations

All grantees will be expected to:  Work with Grants to Green evaluation team over the course of the grant period  Complete baseline, interim and final evaluation surveys  Track savings monthly with ENERGY STAR Portfolio Manager  Implementation grantees are required to participate in a monitoring site visit at the end of the grant period  Green Champions are key to supporting evaluation!

Assessment Overview

What is an Energy and Water Use Assessment?

Energy and Water Use Assessment

The first step in operating “green” is understanding your current energy expenditures, where energy is being lost, and what options you have for efficiency improvement. The energy and water audit involves examining your existing building and its energy and water using equipment and controls. Services include calculation of heating and cooling loads, energy simulation modeling, and economic analyses of efficiency and renewable energy measures. 33

Assessment Overview

Utility Tracking

Tracking Savings



EPA’s ENERGY STAR Portfolio Manager tool helps you measure and track energy use and water use for your buildings



Assess whole building energy performance



Track changes in energy and water (savings!)



Create custom reports

Tracking Savings



Why is Portfolio Manager important in Grants to Green?



Program requirement – grant agreement compliance



Track and progress



Recognize leaders in the program

Tracking Savings

Implementation Overview

Implementation Match Grant

 A cash grant to the nonprofit  Start with an Assessment before applying for an Implementation Grant  May employ entities other than Southface (e.g. architectural firms, utility companies, engineers, etc.) to perform assessments at own expense  Must follow report template found on website  Implementation grants are used to pay for the cost of executing recommendations identified in a recent Assessment  Complete in 12 months

Recommendation Examples

 Retrofits  HVAC Systems upgrades to higher efficiency units  Water efficient fixture replacement such as low-flow toilets and faucets  Lighting upgrades  Building shell improvements such as air sealing and insulation

Recommendation Examples

 New Construction Cost difference between code compliant implementation and green implementation:  Code compliant equipment and higher Seasonal Energy Efficiency Ratio (

SEER

) or Energy Efficiency Ration (

EER

) rated HVAC equipment  Code compliant lighting and higher efficiency lighting  Code compliant plumbing fixtures and innovative technologies to save water  Products (

i.e. flooring, cabinets, etc.)

that do not contain local and recycled/rapidly renewable materials content and those that do

Assessment Letter of Intent

Good Done Great – Organizational Profile

Organization Name: Mailing Address: City: Zip Code: County: Website: Tax ID: Organization Leader: Phone: Board Chair: Year Incorporated: Phone: Email: Title: Email:

Assessment Letter of Intent

Good Done Great – Organizational Profile

Primary counties served by the organization:

Drop down menus provided

What is your organization’s primary program area?

Drop down menu provided

What is your organization’s mission statement?

What is your organization’s vision statement? (put NA if not

applicable)

Summarize the organization’s history What does the organization do and who does it serve?

Assessment Letter of Intent

Financial Section Financial Snapshot (figures should

come from audit/review when possible)

Total Revenue Total Expenses Surplus/(Deficit) Net Assets/Fund Balance Last Completed Fiscal Year End

$ $ $ $

Two-Year-Prior Fiscal Year End

$ $ $ $

Three-Year-Prior Fiscal Year End

$ $ $ $

How did organization report year end financials? Fiscal year end date What is the total amount of non-mortgage debt carried (loans, lines of credit, credit cards, etc.)?

What is the total amount of mortgage debt carried?

Current FY operating budget (expenses) as approved by board of directors: $

Use this space to clarify any clarifications on the Financial Snapshot. (500 characters) 46

Assessment Letter of Intent

Strategic Plan Section

Organization is required to have a current, written strategic plan. Fill in key plan dates to the right.

Date plan first effective: Date last updated by board: Date plan expires: Duration of plan in months:

Assessment Letter of Intent

Request Information o

Green Champion contact information – name, phone and email

Is the building in the request owned by a government agency?

Yes/No o

Does the organization require participation in a religious activity as a condition for receiving services?

Yes/No 48

Assessment Letter of Intent

Request Information

Is the Assessment for 1) new construction or an 2) existing building? Does the organization have 12 months of utility data for the existing building it is requesting support for?

Does the organization have an energy model of the new construction it is requesting support for? How many buildings does the organization operate?

How many buildings does the organization own?

How many buildings does the organization lease?

Building in the request is: Building in request: If leased, is the lease agreement five years or more with five years remaining?

Assessment Letter of Intent

Organization Description

Does this building share utilities with other buildings? Designate the metering configuration for each utility serving the building by checking the applicable box below.

Separate Meter(s) Shared Meter(s) Does Not Serve Building

Electricity Water Natural Gas 50

Assessment Letter of Intent

Organization Description

Please describe the building that you are seeking an Assessment for (name, year built, usage,

unusual characteristics, etc.)? (1,250 characters) What will be the value of the Assessment to the organization? (1,250 characters)

How will this Assessment strengthen the organization as a whole and its ability to address

broader community needs and opportunities? (1,500 characters) 51

Assessment Letter of Intent

Anything else? and Authorizing Signatures

Use this space to provide any explanation on information provided in this LOI that you feel needs further

clarification. (500 characters)

Authorizing signatures: Typing in your name acts as your official signature and certifies that you have personally reviewed this application and that information presented is complete and meets all eligibility criteria as outlined in the 2014 Grants to Green guidelines.

Organization Leader: Board Chair: Date: Date:

Assessment Final Application

Organizational Overview

What are the organization’s three (3) main activities or programs? Organizational Effectiveness: Specify how the organization knows it is effective.

Assessment Final Application

Organizational Overview

Provide data on the population served by the organization in the last complete fiscal year:

The populations figures below are: Actual Estimated What is the source of these figures?

Provide an explanation if any of the data below is estimated.

(500 characters)

Race/Ethnicity & Gender African American or Black Female % Male Asian or Pacific Islander Latino White Other: Total % Total % Age Groups 0 to 5 years 6 to 12 years 13 to 18 years 19 to 63 years 64 years and up Total # % of Total 55

Assessment Final Application

Geography Barrow Bartow Butts Carroll Cherokee Clayton Cobb Coweta DeKalb Number % Geography Douglas Fayette Forsyth Fulton Gwinnett Hall Henry Morgan Newton Number % Geography Paulding Pickens Rockdale Spalding Walton Other county Other state No data TOTAL Number %

List characteristics important to note about the population served by the organization that are not defined by gender or the races/ethnicities listed above.

Assessment Final Application

Organizational Overview

Is the organization involved in advocacy activities related to environmental conservation? Yes/No If “Yes”, please complete the table below, checking the appropriate box with a (x) to indicate how frequently, if at all, the organization engages in these activities. The table details a variety of means of communication and interaction with those in government.

How many times, within the last 12 months, did the organization engage in the following activities?

a. Testifying at legislative, administrative hearings or city council meetings Not at all Once Two to five Six or more b. Advocating on behalf of or against a proposed bill/ordinance or other policy regulation c. Working in a planning or advisory group that includes policy makers d. Personal meeting with policy makers about the work the organization does e. Encouraging stakeholders to write, call, fax or email policy makers f. Releasing information and stories related to public policies to media outlets, the public or policy makers 57

Assessment Final Application

Explain the organization’s most recent experience with a capital improvement project. Include responses to the following: What was the general scope of work? Was the project completed on time? Was the project completed under, on, or over budget?

Assessment Final Application

Human Resources

Type of Staff

Full-Time Staff (Exempt) Full-Time Staff (Non Exempt) Consultants/Contractors

Number Type of Staff

Part-Time Staff (Exempt) Part-Time Staff (Non Exempt) Volunteers

Number Complete the table with information about the full-time and part-time staff of the entire organization. Staff

African American or Black Asian or Pacific Islander Latino White Other: Total

Females Males Total

Assessment Final Application

List characteristics important to note about the organization’s staff that are not defined by gender or the races/ethnicities listed above.

Describe the capacity at which the organization’s board will be involved in the Assessment process.

Assessment Final Application

The Request

Please list the property details of the building for which the organization is requesting support. PROPERTY – Property Name (if applicable) Property Address: City: Square footage: Zip Code: Year Constructed: County

Type of facility:

(Choose One)

The building is (check appropriate box and fill in information where necessary): A.

Owned by the organization with no debt B.

Owned by the organization with a debt of $ with (#) years remaining on the loan C.

Has an option to purchase for a term of (#) months, ending on

(M/D/YYYY)

Is leased from

(Company Name).

The current lease began on

(M/D/YYYY),

ends on

(M/D/YYYY)

, and has (#) options to renew.

If applicable, does the Board have a plan for eliminating the debt?

(Choose One)

Please explain. Are the utilities for this building sub-metered?

(Choose One) If the nonprofit is a religious organization, are the spaces and systems in this building dedicated to serving secular needs? Yes/No 61

Assessment Final Application

The Request

Describe the building and concerns the organization would like to address with an Assessment: Submetering: Is metering on the building configured such that consumption of utilities can be attributed to a single building? If not, is the organization willing to add a submeter for the building as part of the Implementation process? Tenants of a larger building: Does the organization lease or own the entire building in the request?

Yes/No

Lease space to other tenants: Does the organization lease space to tenants in the building in the request?

Yes/No 62

Assessment Final Application

Leverage

Describe the organization’s external sphere of influence. Describe how the organization develops and maintains partnerships and cooperative relationships with other organizations.

 

List organizations that will be educated and influenced to build and/or operate



green.

   63

Assessment Final Application

Finances Complete the following information for the last completed fiscal year.

Revenue Source

Board Members Individuals Places of worship United Way Federal Government State Government County Government City/Local Government Businesses/Corporations Foundations Investment revenue Private fee for service Special events Memberships/Subscriptions Classes/Education Programs Ticket/Sales/Admissions Other (specify): Other (specify): Other (specify):

Unrestricted

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Temporarily Restricted

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Permanently Restricted

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Net Assets Released from Restriction $ $ $ Total Revenue $ $ $

Total

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

% of Total Revenue

100% 64

Assessment Final Application

Anything else? and Authorizing Signatures

Anything else? Use this space to tell Grants to Green reviewers anything else about the organization. Authorizing signatures:

Typing in your name acts as your official signature and certifies that you have personally reviewed this application and that the information presented is complete and meets all eligibility criteria as outlined in the 2014 Grants to Green guidelines.

Organization Leader: Board Chair: Date: Date:

Assessment Final Application

Attachments

Attachments Checklist

A. Copy of the Internal Revenue Service’s current 501(c)(3) designation letter B. Proof that the organization is registered and in good standing with the Georgia Secretary of State’s Office C. Current business or strategic plan

(send the entire plan)

D. Signed and dated deed proving building ownership or lease agreement proving long-term lease for at least 5 years or more E. Letter from the Board of Directors signed by the organization’s Board Chair that includes a statement agreeing to allow Southface or the other entity that performed the assessment to present an executive summary of the findings of services to the Board or a relevant Board subcommittee as a 20- minute agenda item during one of its regular meetings.

F. Completed Board Information Form (found at www.cfgreateratlanta.org

) G. Completed Green Champion Information Form (found at www.cfgreateratlanta.org

) 66

Board Information Form

Organization Name: Current number of board members: Minimum number required by your bylaws: What is the length of a board member’s term in years? Number of consecutive terms a board member may serve: Maximum number allowed by your bylaws: Number of board members between the age of: Under 20 ; 20-39 ; 40-59 ; over 60

Name Employer Committee Membership or Leadership role (on your board) Skills & Talents Total Years on Board to date Years Left in Term Race/ Ethnicity Sex

Green Champion Form

Green Champion Name: Nonprofit Organization: Employer (if different from above): Title: Phone Number: Email Address: Describe your affiliation with the nonprofit organization receiving the grant (include the number of years of affiliation): Describe your current and planned involvement with the Grants to Green project:

Green Champion Form

Academic Degree (s): Degree Level: Concentration: Degree Level: Concentration: Describe your past and current work/professional experience related to environmental sustainability as a volunteer, employer or member of a professional association (include organization name, title and description or duties): Name any self identified expertise regarding environmental sustainability: Are you willing to train your peers (co-workers and other Green Champions) on subjects regarding environmental sustainability?

Yes or No

Green Champion Form

Mark your general availability/preference for meetings/convenings. Indicate your selections with an “x”:

Day Monday Tuesday Wednesday Thursday Friday Saturday Morning Afternoon Evening

Are you willing to host Green Champion meetings/convenings at your location?

Yes or No

Submission

Submitting your Letter of Intent and Final Application: • • • • Final Applications with blank or incomplete fields or those received after the deadline will not be accepted. Make sure to submit your Final Application prior to the deadline at NOON. Submit to the Grants to Green email box at [email protected]

– not to program staff.

You will receive an automated response indicating the request has been submitted within minutes.

Contacts

Email

[email protected]

Websites

www.cfgreateratlanta.org

www.southface.org

Thank you for participating in the Grants to Green Assessment Orientation!

Please fill out the Grants to Green evaluation survey.