Retrofit Funding Case Studies - Heschong Mahone Group

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PROCESSInitial AssessmentPreliminary SelectionEnergy AuditScoping / Budgeting (Sources and Uses)BiddingFinal ApprovalConstruction / MonitoringProject close-out / Client EducationDan Adams, SF MOH, daniel.adams@sfgov.orgH o u s i n g C a l i f o r n i a C o n f e r e n c e 2 0 1 1G r e e n F i n a n c e16
PROGRAM SUMMARY25 Applications received; approx. 1500 units18 Applications approved, 2 rejected, 5 under review12 audits completed 6 buildings under construction May 2011 GRI ends March 2012Dan Adams, SF MOH, daniel.adams@sfgov.orgH o u s i n g C a l i f o r n i a C o n f e r e n c e 2 0 1 1G r e e n F i n a n c e17
Page 1 and 2: Housing California ConferenceApril
Page 3 and 4: AUDIT FINDINGSReduction in energy c
Page 5 and 6: CAVEATS TO KEEP IN MIND Some of the
Page 7 and 8: GOALS of the BAM FundImprove proper
Page 9 and 10: BAM Fund Loan Terms Interest Rate 5
Page 11 and 12: Proposed Financing ScenarioDEBT $ 1
Page 13 and 14: GREEN RETROFIT INTIATIVEAn initiati
Page 15: FUNDINGWeatherization Assistance Pr
Page 19 and 20: SOURCESCosts WAP CDBG Non-Fed Utili
Page 21 and 22: CHALLENGESThe principle impediment
Page 23 and 24: SMUD $20 Million Stimulus GrantComp
Page 25 and 26: OWNER CHOSES PROJECT TEAM Rater is
Page 27 and 28: FUNDING, GOALS, and TIMELINE Progra
Page 29 and 30: OTHER FUNDING SOURCES SMUD rebates
Page 31 and 32: PROGRAM PROCESS1. Property Viabilit
Page 33 and 34: UPGRADE PACKAGE EXAMPLEProject Upgr
Page 35 and 36: UPGRADE COST EXAMPLESProject Upgrad
Page 37 and 38: CHALLENGES CEC stimulus documentati
Page 39 and 40: ARRA & Beyond: Funding & Advocacy S
Page 41 and 42: ARRA & Beyond: Funding & Advocacy P
Page 43: PanelistsTara SiegelGreen Program M

Retrofit Funding Case Studies - Heschong Mahone Group

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