1. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

2. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida NYSERDA’s Multifamily Performance Program and WAP Integrating Weatherization with Other State Programs Michael Colgrove, Senior Project Manager, NYSERDA

3. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida What to Expect from This Session...and what not to expect. NOT a state-by-state tutorial. Process for working with other programs. More questions than answers. Multifamily perspective.

4. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida First Things First What do we mean by “State Programs”? State Energy Offices System Benefit Charge Fund Programs Utility Energy Efficiency Programs Housing Agencies Not-for-Profit/Foundation Programs

5. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida First Things First What do we mean by “State Programs”? www.dsireUSA.org

6. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

7. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

8. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

9. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida “Myths” about working with other programs Requirements are too difficult to understand Timelines don’t match Programs don’t line up Too many “cooks” Too much paperwork Incentives don’t come at right time Facts

10. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida So why go to all this trouble? Increase your client’s scope of work. Stretch WAP funding over more projects. Provide funding for financially distressed projects. Assist you in achieving your agency’s mission.

11. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Multifamily Performance Program 1.Hire a Multifamily Performance Partner. 2.Complete a Program Application and Participation Agreement. 3.Develop an Energy Reduction Plan to achieve the energy performance target. 4.Implement the Energy Reduction Plan. 5.Confirm achievement of the target.

12. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Some Generalizations No two programs are identical. Typically one program has more specific or stringent requirements than the other. Rarely do they contradict one another. You MUST know and understand the other program in order to use it to its fullest potential.

13. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Three Key Areas to Consider Technical Requirements Incentive Payments Responsibilties

14. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Technical Requirements Technical Requirements Modeling Software Workscope Development Auditing Data Collection

15. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Technical Requirements Modeling Software Input report is needed. Comprehensive analysis required. “Red flag” report.

16. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Technical Requirements Workscope Development Are any WAP ineligible measures included? What are the SIR requirements of each program? How does the other program establish the scope of work?

17. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Syracuse, NY 45 buildings 520 units 2,000,000 kWh/yr 532,000 therms/yr Initial Score = 38 Project Example

18. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

19. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Projected Performance Target = 25% Projected Score = 64

20. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Assume owner only has $50,000 from reserves and can take out a $450,000 loan. WAP has $250,000 to invest.With a total of $750,000, the project could install... With NYSERDA Program, project receives $642,400 in additional incentives......but this scope doesn’t achieve 20%....which allows it to increase scope to achieve 20%. And, in fact, gets another $195,000 if it gets to 20% or $205,400 if it gets to 25%.

21. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Technical Requirements Audit Data Collection WAP requires combustion testing. Health & Safety issues must be resolved. Energy Related Repairs must be included. Sizing calculations must be prepared. DHW temperature must be recorded.

22. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Incentive Payments Incentive Payments WAP Escrow Negotiations Payment Schedule

23. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Incentive Payments WAP Escrow Probably single largest hurdle. Most program’s incentives go to owner and are paid out after installation of measure(s). NYSERDA’s Exhibit D

24. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida

25. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Incentive Payments Negotiations Not a requirement, but might want to make sure that some investment comes out of the owner’s pocket. Exemptions should be made for financially distressed projects only.

26. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Incentive Payments Payment Schedule How is the WAP Agency and/or contractors getting paid? What happens if project fails to comply with other program’s requirements? NYSERDA Program only recommends using payments #2 & #3 as financing for project.

27. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities State level coordination Auditing & Workscope CM, Installation, & Inspection Responsibilties

28. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities State Level Coordination It is usually a good idea for the two state agencies to talk. This might be required if the programs do contradict one another. Not always necessary, possible, or desirable.

29. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities Auditing and Workscope Who conducts the audits? Are the audit results valid under both programs? Who reviews and approves the audits? If both programs have to approve, will this affect the project’s timeline?

30. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities CM, Installation, & Inspection Does either program have contractor/ materials procurement requirements? What if two agencies are responsible for construction management? What about installation?

31. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities CM, Installation, & Inspection Can the WAP agency become a qualified provider under the other program? Not always possible and will likely have to address fee-for-service concerns.

32. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida Process for Program Coordination Responsibilities CM, Installation, & Inspection Who’s responsible for inspections? Will one program accept the other’s OK? What if one program accepts a measure and the other rejects it? Be careful of different standards among programs.

33. 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida 2007 National Weatherization Training Conference December 9-12, 2007 Orlando, Florida More information… Contacts Senior Project Manager Michael Colgrove MTC@nyserda.org Website www.GetEnergySmart.org