MULTIFAMILY GREEN RETROFIT TOOLKIT Multifamily Hub TABLE OF CONTENTS

Letter from Kelly Boyer, LA Multifamily Director……………….…….3 Section 1: Why Go Green?...... 4-5 Section 2: HUD’s Green Mission…………………………………………….. 6-7 Section 3: Retrofit Resources………………………………………………....8-25 Section 4: Local Utility Rebates……………………………………………….26-33 Section 5: Get Green!...... 34-35 Section 6: Stay Green!...... 36-39

There are many types of residential green retrofit tools to help lower energy costs, including foam insulation. Source: Flickr.

2 KELLY’S LETTER

United States Department of Housing & Urban Development The United States Department of Housing and Urban Development, also known as HUD, is a Cabinet department in the Executive branch of the United States federal government. It is currently administered by HUD Secretary, Shaun Donovan, and his staff. HUD is respon- sible for a variety or programs, including a number of grant and loan programs.

Contact Information

3 1 WHY GO GREEN?

Green retrofits allow multifamily property owners to improve energy efficiency in a way that is tailored to the building’s specific needs! WHAT IS GREEN RETROFITTING? Green retrofits are any changes, such as double pane windows, insulation or alter- native energy generation, that make a building or home more energy efficient. Green retrofits reduce a property’s energy and water usage, lower operational and maintenance costs, improve the residents’ quality of life, and reduce a building’s impact on the environment.

DID YOU KNOW? Middle class families pay roughly 3.5% of their household income on utility costs. Low-income families spend approximately 20% on utility costs- and the costs are rising!

The residential sector is responsible for 20% nation’s green house gas emis- sions. Making multifamily buildings more energy efficient is an important way to fight global warming!

4 1 WHY GO GREEN? BENEFITS RETROFITTING TOOLS Make Economic Sense!  Energy efficient products and ap-  Green retrofits reduce water and pliances, such as heating and cool- energy costs. ing systems, water heaters, washers and dryers, and lighting.  Green retrofits add marketability and profit value to your property  improvements such as windows, doors, and insula- tion.  Green retrofits generate economic

activity. According to the Depart-  Heating, Ventilation & Air Condi- ment of Energy, weatherization cre- tioning (HVAC) improvements. ates 52 direct and 23 indirect jobs for every $1 million invested!  improvements, including exhaust fans and the use Help Preserve and Protect the of low or no-VOC paints. Environment!  Green Retrofits reduce emissions  Landscaping, including gray water and help to conserve our finite envi- irrigation and drought resistant gar- ronmental resources. dens.

Improve Quality of Life of  Solar Photovoltaic (PV) Systems Low-Income Residents! and Wind Turbines are gaining traction in both residential and  Green Retrofits improve the quality commercial applications. of life for tenants by providing healthier living environments.  Educating your residents on how to conserve energy and resources  Green Retrofits preserve and ex- ensures the full benefit of your pand the affordable housing stock. green investments.

5 2 HUD’S GREEN MISSION

The amount of information regarding can be over- whelming. HUD’s Los Angeles Multifamily Hub toolkit will clearly lay out the different resources available for multifamily buildings and make going green as straightforward as possible!

HUD’S 2010-2015 STRATEGIC PLAN GOALS Strengthen the nation's housing market to bolster the economy and 1 protect consumers. 2 Meet the need for quality affordable rental homes. 3 Utilize housing as platform for improving quality of life. 4 Build inclusive and sustainable communities free from discrimination. 5 Transform the way HUD does business.

6 2 HUD’S GREEN MISSION HUD SUSTAINABILITY GOALS Green Retrofitting is one of HUD’s High Priority Performance Goals Increasing energy efficiency, reducing for Fiscal Year 2011 greenhouse gas emissions, and reduc- ing dependency on foreign oil are pri- orities of the Obama Administration. HUD’S HIGH PRIORITY PERFORMANCE GOAL #4: Goal 4.B in HUD’s Strategic Five-Year ENERGY AND GREEN Plan is to “promote energy-efficient RETROFITS buildings and location-efficient com- The HUD Los Angeles Field Office is munities that are healthy, affordable, committed to promoting sustainable and diverse.” development as outlined in HUD’s The Los Angeles Multifamily office is Strategic Five Year Plan. Towards this committed to: end, we will prioritize projects that in- corporate green design elements into  Supporting sustainable housing, their planning, construction and main- transportation options, and commu- tenance. While there are myriad of op- nities, tions to chose from, this toolkit will in-  Improving residents’ health by pro- troduce you to CalGreen Tier One and moting green and healthy design, Tier Two criteria, Enterprise Green construction and maintenance of Communities, LEED, Energy Star, and housing and communities GreenPoint Rated.  Supporting an energy efficient, green, and healthy housing market

7 3 RETROFIT RESOURCES

There are many different government and non-government financial incentives available to pursue green retrofits. They can be in the form of tax incentives, loans, rebates, trade-ins, free products and services. The following section outlines the major incentive programs in the Southern California region for multifamily building property owners and managers.

THREE STEPS TO RETROFITTING 1 2 3 ASSESS RETROFIT SAVE your needs, your property. money and the finances, and environment. incentives.

8 3 RETROFIT RESOURCES LIST OF RETROFIT RESOURCES

 RESERVE FOR REPLACEMENTS AND RESIDUAL RECEIPTS………………………..10-12

 ENERGY STAR MULTIFAMILY PROGRAMS………………………………………………13

 LOW INCOME HOUSING ENERGY ASSISTANCE PROGRAM (LIHEAP)………14

 WEATHERIZATION ASSISTANCE PROGRAM (WAP)…………………………………15

 WORK QUALITY SPECIFICATIONS AND MULTIFAMILY ENERGY AUDIT TOOL………………………………………………………………………………………….16

 ENTERPRISE GREEN COMMUNITIES……………………………………………………….17

 ENTERPRISE GREEN MULTIFAMILY RETROFIT PROGRAM……………………….18

 COMMUNITY TREES GRANT PROGRAM………………………………………………….19

 MULTIFAMILY AFFORDABLE SOLAR HOUSING PROGRAM (MASH)………...20

 SOLAR PURCHASING MODELS………………………………………………………………..21

 LOW INCOME ENERGY EFFICIENCY PROGRAM (LIEE)……………………………...22

 GREEN AFFORDABLE HOUSING PRESERVATION LOAN…………………………...23

 ADDITIONAL RESOURCES……………………………………………………………………….24-25

9 RETROFIT RESOURCES 3 RESERVE FOR REPLACEMENTS AND RESIDUAL RECEIPTS DESCRIPTION 1. Replacement of major appliances in dwelling units with Energy Star The HUD Los Angeles field office sup- certified Appliances. ports the Secretary’s mission to green the portfolio of affordable housing. 2. Replacement of kitchen and bath- Multifamily property owners can now use their Reserve for Replacements room sinks and counter tops, bath- and Residual Receipts for green ret- room tubs, water closets, and doors rofits. As an additional incentive, any with green materials, such as re- properties that choose to install renew- claimed wood, bamboo or cork. able energy can carry over all energy savings and use the money for further 3. Installation of a green roof. improvements to their property or to provide qualified resident services. 3. Installation of solar panels.

Take advantage of this opportunity by 5. Installation of a system for reviewing the financing tools and re- harvesting rainwater. sources available for greening your property in this Get-Green Toolkit! 6. Installation of low-flow faucets and shower heads.

RESERVE FOR 7. Installation of a dual-flush system. REPLACEMENTS: ELIGIBLE 8. Replacing light fixtures with energy ITEMS -saving compact fluorescent bulbs. An Energy Audit will help you deter- mine what retrofits are right for your 9. Replacing central air conditioning property. Some retrofits considered as and heating systems, with more ef- eligible for draws from this Fund ficient models. Are listed on the right and on the fol- lowing page:

10 RETROFIT RESOURCES 3 RESERVE FOR REPLACEMENTS AND RESIDUAL RECEIPTS 10. Installation of an air conditioning system with non-HCFC refriger ants.

11. Major repaving/resurfacing/seal coating with permeable surfaces to cut down on run-off.

12. Repainting of the entire building exterior with recycled and low -voc paints.

13. Re-landscaping your property with drought resistant plants.

14. Replacement of exterior (lawn) sprinkler systems with a gray water recycling system. Another item eligible for reserve for replace- ment funding are rain barrels, which can help to harvest and recycle rainwater. Source: Flickr.

15. Installation of geothermal for your pool.

16. Recycling as much of your construction waste as possible.

The USDA is preparing a green roof, an item eli- gible for reserve for replacement funding. Source: Flickr.

11 RETROFIT RESOURCES 3 RESERVE FOR REPLACEMENTS AND RESIDUAL RECEIPTS RESERVE FOR 5. Minor roof repairs, including mi nor repairs to gutters and down REPLACEMENTS: INELIGIBLE spouts. ITEMS Items traditionally considered as ineli- 6. Minor paving repairs. gible for draws from this Fund include maintenance items such as (but not 7. Caulkingand sealing. limited to): 8. Window and screen repairs. 1. Repainting of interior areas of projects. Note: A separate interior 9. Purchase of maintenance tools painting reserve for this kind of and equipment such as lawn work may be established by mu- mowers or snow blowers. tual agreement and consent of the concerned parties. 10. Purchase of minor office equipment. 2. Replacement of range burners, bibs, oven elements, controls, valves, wiring, etc. RESIDUAL RECEIPTS In addition to eligible uses of residual 3. Replacement of dwelling unit air conditioning components such as receipts as outlined in HUD Handbook fan motors and window unit 4350.1, subject to HUD approval by the compressors. local Multifamily Hub Director, residual receipts can be used for energy- 4. Minor repairs to central air con efficient and/or renewable energy im- ditioning and heating systems provements. such as valve replacements and the cleaning of boiler interiors.

12 RETROFIT RESOURCES 3 ENERGY STAR MULTIFAMILY PROGRAMS DESCRIPTION ENERGY STAR is government program that helps businesses and individuals become more environmentally friendly through energy efficiency.

Joining ENERGY STAR through a part- nership commitment is free and in- cludes an agreement to: WHO CAN APPLY  Measure, track, and benchmark Any multifamily building owner. energy performance

 Develop and implement a plan to improve energy performance, adopting the ENERGY STAR HOW TO APPLY strategy To be an ENERGY STAR partner, fill out the “ENERGY STAR Partnership Agree-  Educate your staff and the public ment” form. about your partnership and achievements with ENERGY All resources, including the guidelines STAR and online training sessions, are avail- To purchase ENERGY STAR qualified able on the ENERGY STAR website at products in bulk, owners can utilize the energystar.gov. Quantity Quotes website. The ENERGY STAR Awards are available to those who have made outstanding contribu- tions to protecting the environment. Other free resources include the MORE INFORMATION “Portfolio Manager,” which evaluates For further information on Energy Star the best practices for your building, and its Multifamily Programs, please and online training sessions. visit their website.

13 RETROFIT RESOURCES 3 LOW-INCOME HOUSING ENERGY ASSISTANCE PROGRAM DESCRIPTION WHO CAN APPLY LIHEAP assists low income households Any California resident whose income in meeting their immediate home en- does not exceed 75% of the State Me- ergy needs. There are three types of dian Income. At the time of publication, assistance. this included:  Home Energy Assistance Pro- House- Annual Monthly gram (HEAP) provides direct hold Size Income Income payment towards a utility bill. 1 $29.791.61 $2,482.61 Average assistance in 2008 was 2 $38,957.88 $3,246.49 $269, and served 103,420 households. 3 $48,124.44 $4,010.37  Weatherization provides free 4 $57,291.00 $4,774.25 energy efficiency upgrades to 5 $66,457.56 $5,538.13 low-income families. California leverages this with additional funds from the US Department of Energy’s Weatherization Assis- HOW TO APPLY tance Program (WAP). More on Contact your local energy service pro- weatherization for buildings can vider or call the CA Department of be found on the next page under Community and Development Services WAP. at 1-866-675-6623.  Energy Crisis Intervention Program (ECIP) assists low- income households that are in a MORE INFORMATION crisis situation, such as those who receive a disconnect notice For more information, please refer to of service termination. 55,672 the California Department of Commu- households received an average nity Services & Development’s Energy $509 in 2008. Assistance Program or the U.S. Depart- ment of Health & Human Services’ LI- HEAP program.

14 RETROFIT RESOURCES 3 WEATHERIZATION ASSISTANCE PROGRAM DESCRIPTION The US Department of Energy provides a streamlined qualification process for WAP’s purpose is to increase the en- certain HUD and USDA multifamily ergy efficiency of dwellings owned and buildings for weatherization. This list occupied by low-income Californians, can be found the DOE website and reduce total energy expenditure, and more guidance can be found at the and improve health and safety. It has a more guidance can be found at the maximum average investment of WAP Technical Assistance Center $6500 per unit. website.

Leveraging this with the LIHEAP pro- gram is encouraged to maximize re- HOW TO APPLY sources. Contact your local energy service pro- vider or call the CA Department of Community and Development Services WHO CAN APPLY at 1866-675-6623. For multifamily properties with 5 or more units, at least 66% of the units must contain income-qualified house- MORE INFORMATION holds, which is 75% of the State Me- dian Income (table provided in LIHEAP For further information and help on the section). There can be no undue or ex- Weatherization Assistance Program, visit: cessive enhancement that occurs to the  Community Services & Develop- value of the dwelling units, and owners ment Website must extend protection against rent  United States Department of En- increases as it relates to weatheriza- ergy Website tion improvements for at least 2 years.  WAP Technical Assistance Center  WAP Application  Department of Energy WAP web- page  California WAP webpage

15 RETROFIT RESOURCES 3 WORK QUALITY SPECIFICATIONS|ENERGY AUDIT TOOL DESCRIPTION PROJECT GOALS In the first half of 2011 the Department The Standard Work Specifications are of Energy will be convening industry designed to foster the growth of a high- technical experts to develop Standard quality energy retrofit industry and a Work Specifications for multifamily skilled workforce. They can be adopted building energy efficiency upgrades. by retrofit programs nation•wide seek- Standard Work Specifications define ing to increase the consistency and ef- the minimum requirements for high fectiveness of the work per•formed, qual•ity work and the conditions nec- and utilized by training provid•ers to essary to achieve the desired outcomes improve course curriculum and train- for each energy efficiency retrofit ing materials. measure. Both the Standard Work Specifications Simultaneously, the Department of En- and the Multifamily Energy Audit Tool ergy is developing a new Multifamily will improve the consistency and effec- Energy Audit Tool to help the Weather- tiveness of retrofit work that is per- ization Assistance Program and other formed under the DOE Weatherization multifamily retrofit efforts to accu- Assistance Program and state, munici- rately analyze complex building sys- pal, and utility retrofit programs na- tems and identify the areas with the tionwide. most energy savings potential.

MORE INFORMATION For further information, visit the De- partment of Energy’s website on Resi- dential Retrofit Guidelines.

16 RETROFIT RESOURCES 3 ENTERPRISE GREEN COMMUNITIES PROGRAM WHO CAN APPLY Eligibility is determined for each pro- ject based on a variety of factors, in- cluding:  Project completion status at the DESCRIPTION time of the application. Enterprise Green Communities pro-  Occupancy status of projects vides financial assistance in the forms prior to grant award. of grants, loans and housing tax credits,  Housing affordability of the pro- and expertise to enable affordable ject and how it compares to the housing developers to build and reha- Average Median Index. bilitate homes that are healthier, more  Number of units in the project. energy efficient and better for the envi-  An organization’s status as a 501 ronment, without compromising af- (c)(3). fordability.  Charrettes Grants of $5000 per project HOW TO APPLY  Sustainability Training Grants of For information on how to apply to one $5000 per project of Enterprise Green Communities’  Predevelopment Fund Loans grants, loans, or tax credit, visit their website.  Acquisition Loans

 Low Income Housing Tax Credit (LIHTC) Equity MORE INFORMATION  Mini Green Loans up to $50,000 For further information on Enterprise or any of its programs, visit their website.

Enterprise's Green Development Plan template is also available for download.

17 RETROFIT RESOURCES 3 ENTERPRISE GREEN MULTIFAMILY RETROFIT PROGRAM DESCRIPTION Enterprise has launched the Enterprise Green Multifamily Retrofit Program to offer a holistic protocol for engaging in comprehensive retrofits while coordi- nating, packaging and delivering tar- geted capital resources that leverage larger flows of public, private and phil- anthropic capital. They combine tech- nical support that offers:

 Whole-Building Analysis. Build- ing analysis that follows the Enter- prise Green Retrofit Audit Proto- Trolley Square, an Enterprise Green Commu- cols. nities Project. Source: Enterprise  Energy and Water Usage Data  Training and Education. Assis- Collection . Benchmarking utility tance in training and educating performance. staff and residents on property  Financing. Helping to determine maintenance. whether a property is eligible for refinancing or an add-on loan to cover costs of the improvements. MORE INFORMATION  Assistance with Assembling Subsidy Sources. Examples of as- For more information download a sum- sistance include weatherization mary report of the Enterprise Green Multifamily Retrofit funds and utility-based rebates Program. and incentives.  Verification & Monitoring. Learn about Enterprise's Green Retro- Tracking utility consumption data fit Audit Protocols. over time.

18 RETROFIT RESOURCES 3 HOME DEPOT FOUNDATION COMMUNITY TREES GRANT WHO CAN APPLY Eligibility and preference are given to 501(c)(3) tax-exempt public charities, proposals that include community en- gagement, green building design prac- tices, affordable housing production.

HOW TO APPLY DESCRIPTION Only one proposal from the same or- The Home Depot Foundation makes ganization will be considered per cal- grants to 501(c)(3) tax-exempt public endar year. The Home Depot Founda- charities in the United States and to tion is currently undergoing a 2011 charitable organizations in Canada. The strategic planning process and their Foundation administers a grant sup- grant cycles are temporarily on hold. porting green space and sustainable Visit their website for updates regard- development through its Community ing the 2011 grant cycle schedule. Trees Grant Program, which was com- bined with its Affordable Housing Built Responsibly Program. The Community Trees Grant Program supports planting MORE INFORMATION of trees and the development of green For further information on the Home space. Depot Foundation or its Community Trees Grant Program, visit their web- site.

19 RETROFIT RESOURCES 3 MULTIFAMILY AFFORDABLE SOLAR HOUSING PROGRAM DESCRIPTION 2. A multifamily residential com- plex in which at least 20 per- Part of the California Solar Initiative cent of the total housing units (CSI), the Multifamily Affordable Solar are sold or rented to lower Housing (MASH) program offers incen- income households tives for installing eligible photovoltaic 3. An individual residence sold at (PV) systems for qualifying multifamily an affordable housing cost to a affordable housing. It is designed to lower income household, sub- subsidize PV systems which will offset ject to a resale restriction/ electricity loads and provide economic equity sharing agreement benefits for housing property owners, managers, and building tenants. HOW TO APPLY WHO CAN APPLY The MASH program offers two tracks. To qualify for MASH incentives a prop- Track 1 provides fixed, up front, capac- erty must meet the criteria: ity based incentives. Track 2 is a com- petitive grant application process in  Have an occupancy permit for at least two years. which the applicant submits a pro- posed dollar per watt for a project.  Be locate in PG&E, SCE or SDG&E service territory. These applications are due the 1st and 3rd quarter of every calendar year.  Meet at least one of the define- tions of “low-income residential housing”: 1. A multifamily residential com- MORE INFORMATION plex financed with low-income  Center for Sustainable Energy housing tax credits, tax-exempt website mortgage revenue bonds, gen-  CSI Multifamily Affordable Solar eral obligation bonds, or local, Housing state, or federal loans or grants  Go Solar, California!

20 RETROFIT RESOURCES 3 SOLAR LEASING AND PURCHASING MODELS SOLAR LEASING GROUP PURCHASING DESCRIPTION DESCRIPTION Several private organizations have de- Group purchasing is offered by 1BOG veloped purchasing agree- (One Block Off the Grid), which holds ments (PPA) through a leasing system city-based collective purchasing for so- that make it affordable to install one on lar panels. It negotiates discounts with your building. These programs include solar companies depending on how small monthly payments and may or many participants it can gather in a city may not include a small upfront fee. during a campaign. HOW TO APPLY MORE INFORMATION MORE INFORMATION Companies that provide leasing are: 1BOG (www.1bog.com) SolarCity (www.solarcity.com) Sungevity (www.sungevity.com) SunRun (www.sunrunhome.com)

Solar skies panel to provide heat for the solar thermal system at the Wellstone Apartments in Minne- sota. The power of the sun is an asset and resource that needs to be harnessed in California.

21 RETROFIT RESOURCES 3 LOW INCOME ENERGY EFFICIENCY PROGRAM DESCRIPTION Household Income 1 to 2 $31,300 The Energy Savings Assistance Pro- gram provides no-cost weatherization 3 $36,800 services to low-income households 4 $44,400 who meet the CARE (California Alter- 5 $52,000 nate Rates for Energy) income guide- 6 $59,600 lines. Services provided include attic Each additional $7,600 insulation, energy efficient refrigera- tors, energy efficient furnaces, weath- erstripping, caulking, low-flow shower- heads, water heater blankets, and door HOW TO APPLY and building envelope repairs which Income must be verified by service reduce air infiltration. provider and each participant must sign an application. Utility verified CARE recipients are automatically eli- gible but still require independent in- WHO CAN APPLY come verification. Tenants are eligible with approval of property owner or manager. In pro- gram year 2009 multifamily dwellings accounted for 27% of total low income MORE INFORMATION energy efficiency program project Contact your local utility provider: work. Entire complexes can also be PG&E: 1-800-933-9677 verified based on the 80–20 rule. SoCal Edison: 1-866-675-6623 SDG&E: 1-800-411-7343 Low income property owners, and SoCalGas: 1-800-427-2200 renters who meet the following guide- lines are eligible (effective through California Public Utilities Commission May 31, 2011). website

22 RETROFIT RESOURCES 3 GREEN AFFORDABLE HOUSING PRESERVATION LOAN WHO CAN APPLY Affordable housing developers who are interested in funding for predevelop- ment activities (in order to fund initial feasibility analysis, appraisals, market studies, environmental studies, due diligence and design studies, etc.) and interim development loans (in order to bridge the funding gap in acquisitions DESCRIPTION until more permanent sources of fi- nancing can be arranged). National Housing Trust Community De- velopment Fund (NHTCDF) provides below market predevelopment and in- terim development loans to affordable HOW TO APPLY housing developers who seek to incor- Contact Keiva Dennis, Loan Officer, and porate green building techniques when John Morland, Loan Fund Administra- rehabilitating existing affordable hous- tor, for NHTCDF for more details. ing. Under the program, a portion of the loan will be forgiven when the de- veloper demonstrates that they have 202 333 8931 x26 incorporated practical, environmen- [email protected] tally friendly design elements in the property's rehabilitation plan. 703 731 0608 NHTCDF will offer the early funding [email protected] critical to starting the development process. MORE INFORMATION For more information, visit the NHTCDF’s website.

23 RETROFIT RESOURCES 3 ADDITIONAL RESOURCES ENERGY TIPS FROM DOE DESCRIPTION The DOE’s Energy Tips is an interactive webpage that shows simple ways to increase energy efficiency. Although centered on single-family homes, the tips can be applied to multifamily homes. For more information., visit DOE’s website on energy tips. DATABASE OF STATE INCENTIVES FOR WIPP PROJECTS FROM DOE RENEWABLES AND DESCRIPTION EFFICIENCY (DSIRE) The WIPP (Weatherization Innovation Pilots Program) grantees were given DESCRIPTION $30 million to showcase 16 projects of innovative approaches to weatherizing The Database of State Incentives for low-income housing. These projects Renewable Energy (DSIRE) is a com- are good examples of ways to weather- prehensive source of information on ize low-income housing. For more in- state, local, utility and federal initia- formation, visit DOE’s website on tives on renewable energy and energy WIPP. efficiency. It is an ongoing, frequently updated project of the US Department of Energy, the N.C. Solar Center and the Interstate Renewable Energy Council.

To search for incentives and renewable energy in your area, visit the DOE’s DSIRE website.

24 RETROFIT RESOURCES 3 ADDITIONAL RESOURCES CALGREEN GREEN RETROFIT PROGRAM DESCRIPTION DESCRIPTION The California Green Building Stan- As part of the 2009 American Recovery dards Code (CALGreen) is a statewide Act Funds, $250 million in grants and mandatory construction code that will loans for energy retrofitting and green come into effect on January 1, 2011 for investments was allocated for the new construction. Although CALGreen Green Retrofit Program. The grants is only required for new construction, and loans were made available through it is important to be familiar with the HUD’s Office of Affordable Housing code. These regulations will aim to re- Preservation (OAHP) for eligible prop- duce greenhouse gas emissions, energy erty owners to make energy and green consumption, and water use in Califor- retrofit investments. nia. It will be statutorily enforced by local agencies. It is not a rating or point Although the program has exhausted based system like LEED. Tier 1 and all available funds, the guidelines it cre- Tier 2 are voluntary and achieve more ated for green retrofits are still avail- green efficiencies than a building com- able and are extremely useful re- plying solely with mandatory green sources for multifamily property own- standards. ers.

New requirements for new buildings Green Retrofit Program forms and constructed in California include: checklists are available for download  Reduce water consumption by on toolkit CD. 20%  Divert 50% of construction For additional information and all waste from landfills downloadable forms please visit HUD’s  Install low pollutant-emitting website. materials  Separate water meters for non- residential buildings’ indoor and outdoor water use

25 4 LOCAL UTILITY REBATES

Aside from federal, state and private sources, local utility companies throughout the Southern California region also provide incentives for green retrofitting. The following section provides information on mul- tifamily retrofitting incentives specific to local utility companies.

LIST OF SOUTHERN CALIFORNIA UTILITY PROVIDERS

LA Department of Water & Power (LADWP)

Pacific Gas and Electric (PG&E)

San Diego Gas and Electric (SDGE)

Southern California Edison (SCE)

Southern California Gas Company (SCGC)

26 LOCAL UTILITY REBATES 4 GREEN LA PROGRAMS DESCRIPTION Consumer Rebate Program Rebates for energy-efficient products. Website

LADWP Compact Fluorescent Light Bulb Distribution LADWP representatives will be out dis- Low Income Refrigerator Exchange tributing two energy saving bulbs to all Program of their residential customers. Website Low Income customers can replace their old, inefficient refrigerators with REfrigerator Turn-In and REcycling a new energy saving model. Website (RETIRE) Program Turn in your old refrigerator or freezer Solar Power Incentive and receive $35. Website The LADWP Solar Photovoltaic Incen- tive Program provides an incentive Residential Water Conservation Re- payment to LADWP customers that bate Program purchase and install their own solar Rebates for products that conserve wa- power PV systems. Website ter. Website Power Quality Consulting Trees for a Green LA The Power Quality business support In partnership with Million Trees LA, team performs troubleshooting, test- Los Angelinos can receive free shade ing, analysis, evaluation, and provides trees. Website solutions to power quality complaints from our residential, commercial, and Green Power Program industrial customers. Website Support renewable energy by dedicat- ing 20 to 100% of your electricity to come from cleaner sources than coal and nuclear. Online Application here MORE INFORMATION For more information on LADWP and its Green Programs, visit their website.

27 LOCAL UTILITY REBATES 4 PACIFIC GAS & ELECTRIC COMPANY MF RESIDENTIAL ENERGY EFFICIENCY REBATES DESCRIPTION The Energy Efficiency Rebates for Mul- ABOUT PG&E tifamily Properties program encour- ages the installation of qualifying en- Pacific Gas and Electric Company, in- ergy-efficient products in individual corporated in California in 1905, is one tenant units and in common areas of of the largest combination natural gas residential apartment buildings, mobile and electric utilities in the United home parks, and condominium com- States. plexes. The company provides natural gas and electric service to approxi- WHO CAN APPLY mately 15 million people throughout a Multifamily property owners and man- 70,000-square-mile service area in agers of existing residential dwellings northern and central California. that contain two or more units. MORE INFORMATION For further information and details on PG&E SERVICE AREA how to apply, please call PG&E’s Service area stretches from Eureka in Smarter Energy Line at 1(800) 933- the north to Bakersfield in the south, 9555 to obtain the specifications for and from the Pacific Ocean in the west qualifying products and to receive an to the Sierra Nevada in the east. Energy Efficiency Rebates for Multi- family Properties Packet.

PGE Website. PGE MASH website Online Application Form Financial Assistance Programs

28 LOCAL UTILITY REBATES 4 SAN DIEGO GAS & ELECTRIC COMPANY CALIFORNIA CENTER FOR SUSTAINABLE ENERGY DESCRIPTION The California Center for Sustainable Energy (CCSE) is the California Solar ABOUT SDG&E Initiative Program Administrator for the Multifamily Affordable Solar Hous- Incorporated in 1881, the San Diego ing (MASH) program in the SDG&E ser- Gas Company serves the seventh larg- vice territory. CCSE offers professional est city in the country. The company advice and cost-cutting strategies to has grown from an original 89 to help consumers and industry profes- 775,000 gas customers and from none sionals implement energy efficiency to 3 million electric customers. solutions at home, work and play. CCSE also helps business costumers evaluate San Diego Gas & Electric (SDG&E) is a their facility designs and consumption regulated public utility that provides practices to identify sustainable, cost- service in San Diego and south Orange saving opportunities that support County. healthy, high-performance communi- ties . SDG&E SERVICE AREA The SDG&E service area contains the southern portion of Orange County and MORE INFORMATION all of San Diego County. For more information, please visit their website.

29 LOCAL UTILITY REBATES 4 SOUTHERN CALIFORNIA EDISON MF ENERGY EFFICENCY REBATE PROGRAM DESCRIPTION SCE’s Residential Multifamily Energy Efficiency Rebate Program offers a va- ABOUT SCE riety of incentives for energy efficiency improvements to property owners and Southern California Edison provides managers. reliable electric service to central, coastal and southern California. SCE has award-winning energy efficiency WHO CAN APPLY programs to help customers stretch The energy efficiency improvements their energy dollars. are to be used for retrofit existing mul- tifamily properties of two or more units. SCE SERVICE AREA Southern California Edison (SCE) is one HOW TO APPLY of the nation's largest electric utilities, Rebate applications are accepted on a serving more than 14 million people in first-come first-served basis. The pro- a 50,000 square-mile area of central, gram is effective until December 31, coastal and Southern California, ex- 2011, until funding is exhausted, or un- cluding the City of Los Angeles and cer- til the program is suspended by the tain other cities. Based in Rosemead, California Public Utilities Commission, California, the utility has been provid- whichever occurs first. ing electric service in the region for more than 120 years. SCE's service ter- MORE INFORMATION ritory includes more than 180 cities. For more information on SCE and its Multifamily rebate programs, visit their website.

30 LOCAL UTILITY REBATES 4 SOUTHERN CALIFORNIA GAS COMPANY MULTIFAMILY REBATE PROGRAM DESCRIPTION The Multifamily Rebate Program offers rebates for the installation of qualified energy-efficient products in apartment dwelling units and common areas of ABOUT SCGC apartments, condominium complexes Southern California Gas Company and mobile home parks. (SoCalGas) is the nation’s largest natu- ral gas distribution utility company. It started more than 140 years ago and WHO CAN APPLY delivers clean, safe and reliable natural Multifamily Housing properties. Multi- gas to customers throughout Southern family rebates are available through California. mail-in rebates. Before purchasing en- ergy efficient equipment and/or appli- ances, make sure they meet rebate specifications listed on application. SCGC SERVICE AREA Download welcome kit here. The company’s service territory en- compasses approximately 20,000 square miles in diverse terrain MORE INFORMATION throughout Central and Southern Cali- Call 1.888.431.2226 or email fornia, from Visalia to the Mexican bor- [email protected]. der. Additional information can be found on their website.

31 LOCAL UTILITY REBATES 4 RESIDENTIAL GREEN BUILDING STANDARDS DESCRIPTION MORE INFORMATION Los Angeles Multifamily Hub compiled The full checklist will be available for a checklist that compares the green viewing and printing online. standards and requirements of LEED for Existing Homes, Enterprise Green Communities, and Energy Star. Catego- ries include Water Conservation, En- ergy Efficiency, Healthy Living Envi- ronments, Operations and Mainte- nance, Sustainable Sites, and Materials and Resources.

CHECKLIST SAMPLE LEED Enterprise Energy Star WATER EFFICIENCY AND CONSERVATION Water-conserving Appliances and Fixtures x x x Efficient Irrigation and Landscaping x x Cooling tower water management x Water Performance Measurement x ENERGY EFFICIENCY AND ATMOSPHERE Enterprise: Perform an en- x x ergy analysis of existing building condition, esti- mate costs of improvements, implement meas- ures that will improve building energy perform- ance by 15 percent from pre-renovation figures. LEED: See guidebook for details Energy Star Appliances x x x

32 LOCAL UTILITY REBATES 4 SOLAR ELECTRICITY PHOTOVOLTAIC SYSTEM CHECKLIST DESCRIPTION MORE INFORMATION Los Angeles Multifamily Hub has cre- The full checklist is available for view- ated a checklist to aid property owners ing and printing online at WEBSITE in the due diligence requirements man- dated under HUD and the application process for solar electric photovoltaic systems.

CHECKLIST SAMPLE

33 5 GET GREEN!

After you have identified the various resources available for retrofit- ting your property, you will need to: 1.1. Conduct a physical condition assessment.

2.2. Retrofit your property.

3.3. Resident and management training.

4.4. Track you utility bills and savings!

34 GET GREEN! 5 THE NEXT STEPS 1. CONDUCT A PHYSICAL Important information can be found on HUD’s Green Retrofit Program website ASSESSMENT page. Although the program has ex- hausted all available funds, the forms The first thing you will have to do, after and checklists are useful. assessing your available finances, is identify a third-party contractor to conduct a Physical Condition Assess- 2. RETROFIT YOUR PROPERTY ment, a.k.a. Physical Needs Assessment, on your property. Enterprise Green Enterprise Green Communities has an Communities has a tool to identify excellent tool to identify qualified and qualified professionals located on their professionals. Simply go to their Tech- Technical Assistance Providers Data- nical Assistance Providers Database. base.

According to HUD’s Green Retrofit Pro- gram, a Green Retrofit Physical Condi- 3. RESIDENT AND tion Assessment means a project- MANAGEMENT TRAINING specific, on-the-ground evaluation by a qualified independent third party(ies) Resident education is essential to en- procured by the PAE. Each assessment sure that you and your residents con- shall include an evaluation of tradi- tinue to reap the full benefits of your tional replacements, of potential Green energy saving retrofits. There are sev- Retrofits, an energy audit, an insect eral customizable template resident pest management inspection, a 20 year and management staff manuals avail- projection of capital needs, and other components as HUD may require. able for download on the CD. Enter- prise Green Communities offers grants The Enterprise Retrofit Audit Protocol of up to 5,000 dollars to assist in resi- determines if energy and water conser- dent and management trainings. vation measures can be put in place to save enough money to pay for debt ser- vice that finances the improvements. 4. TRACK YOUR UTILITY BILLS AND SAVINGS!

35 6 STAY GREEN!

Once you have made green retrofits to your property, resident and property management staff education is essential to ensure that you and your residents continue to reap the full benefits of your energy saving retrofits.

There are several organizations and companies that offer energy tracking services, such as:

Peregrine Energy, an energy consult- Energy Star’s Portfolio Manager al- ing company. customers are organiza- lows you to track and assess energy tions with complex energy pictures — and water consumption across your cities, states, utilities, nonprofits, and entire portfolio of buildings in a secure businesses. HUD works with them to online environment. reduce energy use, costs, and emis- sions. Energy Score Card. an online energy benchmarking and management tool WegoWise allows you to understand for people who make decisions about your entire portfolio's water and en- energy use in buildings, including ergy usage quickly and easily. property managers, owners, energy consultants and utilities.

36 STAY GREEN! 6 GUIDES AND PUBLICATIONS | ENTERPRISE ENTERPRISE GREEN NEW SAN MARCO GREEN RESIDENT MANUALS GUIDE All templates are available online. Created for residents of New San Marco, a green affordable housing de- velopment in Duluth, Minnesota, this manual can be used as a model or sam- ple for other green developers and owners.

NORTHERN COMMUNITIES Clara Vista Townhomes, an Enterprise Green Commu- nities affordable housing project. Source: Flickr. LAND TRUST GREEN HOMEOWNERS’S MANUAL TEMPLATE FOR HEALTHY Northern Communities Land Trust HOME GUIDE RESIDENTS Green Homeowner’s manual serves as This Template version of the Healthy a maintenance guide for your homes Home Guide is based on the guide writ- and its green features. ten for residents of The Plaza Apart- ments. TROLLEY SQUARE’S LIVING GREEN GUIDE CHUSKA APARTMENTS HEALTHY HOME GUIDE Homeowner's Rehab Inc./Trolley Square LLC Created for the residents of A Green Operations & Maintenance Trolley Square, a green affordable Manual for Chuska Apartments was de- housing development in Cambridge, veloped for use by the development’s Mass., this manual can be used as a management and maintenance staff, model or sample for other green devel- along with a Healthy Home Guide for opers and owners. Also available in the project’s residents. Spanish.

37 STAY GREEN! 6 GUIDES AND PUBLICATIONS | ENTERPRISE ENTERPRISE GREEN GREEN OPERATIONS AND OPERATIONS AND MAINTENANCE FOR THE MAINTENANCE MANUALS ESSEX This tool is intended to help in devel- This manual serves as a standard refer- oping a manual that describes a pro- ence guide for The Essex’s property man- ject's green features for property man- agement and maintenance staff, and agement staff. An Operations and Main- serves as a good example for sustaining tenance manual is essential to optimal building performance and energy sav- ings. It is especially important to en- GREEN OPERATIONS AND sure knowledge about a project's green features and mechanical systems. MAINTENANCE FOR THE PLAZA APARTMENT Created for the residents of the Plaza, a green, affordable housing development in , Cal., this manual can be used as a model or sample for other green developers and owners

Spring Terrace Apartments, one of Enterprise’s GREEN OPERATIONS AND Green Communities. Source: Flickr. MAINTENANCE FOR THE TEMPLATE FOR GREEN NEW SAN MARCO OPERATIONS AND APARTMENTS MAINTENANCE Created for the residents of New San This Template has been developed for Marco, a green affordable housing de- use by the development's management velopment in Duluth, Minn., this man- and maintenance staff, along with a ual can be used as a model or sample Healthy Home Guide for the project's residents. for other green developers and owners.

38 STAY GREEN! 6 GUIDES AND PUBLICATIONS | ENTERPRISE OTHER RESOURCES SUSTAINABLE BUILDING SUSTAINABLE BUILDING TECHNICAL MANUAL TECHNICAL MANUAL GREEN The Sustainable Building Technical BUILDING DESIGN, Manual is a publication of the DOE, CONSTRUCTION, AND EPA, US Green Building Council and Public Technology. This manual offers OPERATIONS architects, developers, building own- Sustainable Building Technical Manual; ers, government officials, and others Green Building Design, Construction, practical, step-by-step advice on sus- and Operations, produced by Public tainable buildings written by some of Technology Inc. and the US Green the foremost experts in the field. Building Council. Sponsored by U.S. De- Download here. partment of Energy, U.S. Environ- mental Protection Agency.

The Sierra Bonita Apartments in West Hollywood is a low-income senior housing complex that includes a variety of sustainable features, including solar panels and energy efficient appliances. Source: Flickr.

39 STAY GREEN! 6 GUIDES AND PUBLICATIONS | ENTERPRISE TRAINING IN A BOX GREEN RESIDENT RESIDENT CURRICULUM EDUCATIONAL CARDS Training in a Box (TIAB) is a self- This interactive educational toolkit in- guided curriculum focused on resident cludes a set of approximately 24 resi- engagement. Each exercise emphasizes dent engagement and training cards green operating principles and action- focused on green and healthy living able steps residents can undertake in (and templates for local customiza- their homes. Instructional presenta- tion); plug and play DVDs that provides tions and activities are designed to be animated versions of the cards; and a led by a property manager or resident resource data disk including individual services coordinator. The TIAB in- illustrations and other learning tools to cludes four educational modules deliv- create additional cards, signage, and/ ered in a classroom setting, with online or training materials & activities. videos and e-learning resources to sup- port the trainer and enrich the educa- tion experience of residents. 2011 MANUALS & GUIDES GREEN OPERATIONS & Enterprise will have more resources on manuals and guides in 2011. Please re- MAINTENANCE fer to their website for updates. CURRICULUM Training in a Box (TIAB) offers four educa- tional modules designed for property man- agement training. The curriculum focuses on benchmarking energy and water use; strate- gies to reduce energy use in heating, cooling and lighting; steps owner and managers can undertake to create healthier housing; and ways to reduce the use of natural resources. Each module is offered through classroom exercises and case studies, with related online videos and e-learning resources.

40 Department of Housing and Urban Development Los Angeles Multifamily Hub

March 2011

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