Retrofit Funding Case Studies - Heschong Mahone Group

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PROGRAM DESCRIPTION‘Shovel-ready’ program: Large Cash Incentives Energy Technical Assistance Comprehensive Assessment Building Energy Rating Program CoordinationFunded by:Part of a statewide effort:Facilitate energy efficient upgradesin existing multi-family housing throughcash incentives and technical assistanceImplemented by:www.smud.org/hppmultiSophia Hartkopf, Heschong Mahone Group, hartkopf@h-m-g.comH 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 e24
OWNER CHOSES PROJECT TEAM Rater is the foundation of the program, as the: - Auditor or ‘assessor’ - Energy modeler - Third-party verification agent - Provider of building energy score Contractor installs the measures, is hired by the owner– - Owner chooses contractor and is not trained by program Rater independent from the contractor– - At minimum to perform the post-retrofit verification– - Contractor may perform assessment if they have met programtraining requirementsSophia Hartkopf, Heschong Mahone Group, hartkopf@h-m-g.comH 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 e25
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 and 16: FUNDINGWeatherization Assistance Pr
Page 17 and 18: PROGRAM SUMMARY25 Applications rece
Page 19 and 20: SOURCESCosts WAP CDBG Non-Fed Utili
Page 21 and 22: CHALLENGESThe principle impediment
Page 23: SMUD $20 Million Stimulus GrantComp
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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