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Green Operations and Management

May 27, 2015

Maintaining Savings: The Role of Operations and Maintenance

in Achieving 20% Savings

Better Buildings Summit Washington, DC

May 27, 2015

Rebecca Schaaf Senior Vice President, Energy

Stewards of Affordable Housing for the Future

Agenda

Who We Are

Better Buildings Challenge & SAHF Big Reach

O&M Background ◦ Toolkit ◦ Trainings

O&M Work w/ BBC Technical Assistance

Wrap-up

Who We Are

Stewards of Affordable Housing for the Future (SAHF): ◦ A collaborative of eleven exemplary multi-state non-profits

◦ Provide over 115,000 units of affordable housing across the U.S.

BRIDGE Housing ∙ The Evangelical Lutheran Good Samaritan Society Homes for America ∙ Mercy Housing ∙ National Church Residences ∙ The NHP Foundation NHT/Enterprise ∙ Preservation of Affordable Housing ∙ Retirement Housing Foundation

The Community Builders ∙ Volunteers of America

Better Buildings Challenge

www4.eere.energy.gov/challenge/partners/multifamily

The Big Reach

Launched in May 2013

20% energy and water savings from 2010 to 2020

Savings achieved through multiple “Savings Pathways”

Commitments: ◦ Resident Engagement ◦ Improved Operations & Maintenance

Work Plan Development: Pathways to Savings

• Deep Efficiency at New Construction

• Deep Efficiency at Major Rehab

• Discretionary Retrofits

• Appliance Replacements

• Renewable Energy

• Retro-commissioning

• Resident Engagement

• Operations & Maintenance

Operations & Maintenance Toolkit

Developed with Bright Power, Inc. (www.brightpower.com)

o Checklists o Worksheets o Tips o References

Available online at http://www.sahfnet.org/energytoolkit.html

http://www.brightpower.com/

http://www.sahfnet.org/energytoolkit.html

Regional Trainings

Washington, DC November 3-4

Boston, MA November 13-14 Columbus, OH

December 1-2

San Francisco, CA December 11-12

Example Worksheet: Energy Opportunity Log

Example Checklist: Apartment Inspection

Example Worksheet: Set Priorities

Training Curriculum

• Water • Lighting • Envelope • In-unit

Inspections • One of:

o Small HVAC o Central

Heating o DHW

BBC TA: O&M Roadmaps

HUD Funding

Enterprise Community Partners

Bright Power

SAHF Members

Roadmap Word Cloud

Portfolio Approaches

Consistency

Tracking

Reporting

Who’s Involved

Property Management

Maintenance Staff

Third Party Contractors

Asset Management

Energy Policies

What is written down centrally? Is it broad enough? How is it communicated to staff? Is it being followed?

Standards

Inspections

Procedures, checklists, schedules

Prioritization guidance Operational guidelines ◦ Set points ◦ Schedules

Troubleshooting recommendations

Reporting methodology

Third Party Maintenance

Review existing contract terms Add additional tests/procedures Reporting procedures Report review process Performance criteria to

trigger follow up Work order tracking for

proactive PM

Preventative Maintenance

Review existing schedules/processes Investigate use of mobile devises Target worst-performing properties Procedures to cover: ◦ Testing ◦ Metrics ◦ Actions ◦ Reporting ◦ Verification ◦ Monitoring

Inputs

Survey Maintenance Staff/Property Needs

Survey Existing Equipment

Site Visits

Implementation

Staff Training ◦ Curriculum, materials

Pilot at Test Sites ◦ Train, implement, collect feedback, revise

Spot-check Procedures

What Does it Take?

Vigilance

Standards

Communication

Follow Through

Wrap Up

A Promise

&

A request

Contact Info & Web Link

My Contact Info: ◦ Rebecca Schaaf ◦ [email protected]

O&M Toolkit: http://sahfnet.org/energytoolkit.html

mailto:[email protected]

http://sahfnet.org/energytoolkit.html

PRESERVATION OF AFFORDABLE HOUSING

GREEN OPERATIONS AND MAINTENANCE

Better Buildings Summit May 27th, 2015 Washington, DC

Toby Ast

Director of Energy Management Preservation of Affordable Housing, Inc.


Agenda

•Background on POAH •Collecting Utility Data •Green O&M Manual •Capturing Site Information

•Measuring Results


Non-Profit Developer and Owner


Utility Bill Data: Outsource if you can

Utility Ecova Online Database


Prioritization is Key

20

40

60

80

100

120

140

160

180Least Efficient

Most Efficient


Green O&M = Good O&M

0

5

10

15

20

25

30

35

40 What items are staff tasked with replacing or repairing most often?


More Efficient, More Satisfied Tenants

0

5

10

15

20

25

30

35

40 What are the most common sources of resident complaints?


Guidance for the Properties


What Account? What Building?


Narrow It Down

- 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00

10.001/

30/2

014

11/2

5/20

1309

/25/

2013

07/2

4/20

1305

/23/

2013

03/2

8/20

131/

23/2

013

11/2

7/20

129/

25/2

012

7/27

/201

205

/22/

2012

03/2

6/20

1201

/24/

2012

11/2

2/20

1109

/22/

2011

07/2

5/20

1105

/23/

2011

03/2

2/20

1101

/24/

2011

11/2

2/20

1009

/23/

2010

07/2

3/20

10 3.00

3.50

4.00

4.50

5.00

5.50

6.001/

30/2

014

11/2

5/20

1309

/25/

2013

07/2

4/20

1305

/23/

2013

03/2

8/20

131/

23/2

013

11/2

7/20

129/

25/2

012

7/27

/201

205

/22/

2012

03/2

6/20

1201

/24/

2012

11/2

2/20

1109

/22/

2011

07/2

5/20

1105

/23/

2011

03/2

2/20

1101

/24/

2011

11/2

2/20

1009

/23/

2010

07/2

3/20

10


What Equipment Do I Have?


How Do I Take Care of Equipment?

http://sahfnet.org/energytoolkit.html


12 Month Average WO/Unit: 8.7

-

5.00

10.00

15.00

20.00

25.00

WO/Unit Why so many?

Why so few?


Track Results over Time

Chart courtesy Bright Power, Inc.


Thank You!

Toby Ast 617-449-0871 [email protected]

mailto:[email protected]

Going Green in 3 “Easy” Steps – It’s not just about the buildings, it’s how we live and work in them Presented by: Jennifer Reed - Director, Fund Development and Public Relations Eden Housing

Set Clear Goals

Step 1: Building Retrofits

Step 2: Engage the Staff

https://www.dropbox.com/sh/ymuo99ewxl3h87r/AAD2kXfivxqnuBuodn0exNZPa/EdenAllS14-223.jpg?dl=0

Green Steering Committee (Green Police)

Train the Staff

Create “Field Leaders”

Step 3: Engage the Residents

Enlist the Children

Celebrate Accomplishments!

Measuring Our Success

CONSERVICE

http://www.yardi.com/UsHome/UsHome.aspx

Lessons Learned

• Keep it Simple • Integrate Green into Existing Work • Peer Pressure Matters • Savings doesn’t always = reduced cost • Pilot Projects Test Success and Problems • Don’t Expect Instant Success • Recognition is Critical

What’s Next?

Next Steps

• 2015: Water • Greening the Merger

Portfolio • Measurement Tools • Recognition

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