Jeff Davis, Chief Financial Officer for Presbyterian Senior Living, along with Enterprise presents on achieving green savings and sustainability by green energy management, system retrofits, and facility design and engineering. (2015 LeadingAge Annual Meeting and Expo)

1. LeadingAge
Achieving Green Savings and
Sustainability
Session 171

2. 2
Through:
 Energy Retrofits, Management and
Sourcing
 Facility Design and Engineering
 Development of a Board Approved
Environmental Stewardship and
Masterplan
Achieving Green Savings and Sustainability

3. 3
Jeff Davis
Senior VP/CFO – Presbyterian Senior Living (PSL)
Rodney Fenstermacher
Corporate Director of Construction (PSL)
Alma Balonon
Director Enterprise Community Partners
Alexis Smith
Enterprise Rose Architectural Fellow,
Jewish Community Housing for the Elderly
Achieving Green Savings and Sustainability
Presenters

4. 4
PSL 2014 Energy/Utility Spend
Electric
$4.3
Gas $1.1
Water &
Sewer
$1.8
Fuel Oil
$0.2 Total
spend
$7.4
million

5. 5
˃ Presbyterian Apartments improvements
+ $100k
˃ Geneva House improvements (Also a Hud facility)
+ $25k
˃ Glen Meadows windows, heat pumps
+ $115k
˃ Geothermal vs conventional
+ $200k
˃ Other HVAC conversions (update and oil to gas)
+ $100k
Summary of Annual Energy Savings

6. 6
˃ Electric sourcing
+ $400k
˃ Natural gas sourcing
+ $50k
˃ 10 year estimated Glen Meadows solar savings
+ $700k
˃ Lighting
+ At least $100k
˃ Intangible
+ Behavior of staff and residents
Summary of Annual Energy Savings

7. 7
Energy Savings
Recognition
Sweet Spot
Education

8. 8
Energy Savings
Opportunity
Sweet Spot
Strategy

9. 9
Energy Savings
Perspiration
Sweet Spot
Inspiration

10. 10
Rodney Fenstermacher
Corporate Director of Construction
(PSL)
Achieving Green Savings and Sustainability

11. 11
Achieving Green Savings and Sustainability

12. 12
PSL – Rodney’s Journey
• Saw opportunity as DEC director a
Ware Presbyterian Village
• Began purchasing natural gas for Ware
only
• Learned about sourcing, weather, human
behavior
• Moved to sourcing all PSL natural gas

13. 13
PSL – Rodney’s Journey
• Human behavior and education
 Changing habits
 Mark lights to be turned off
 Manage peak electric loads
 Give people a reason to change

14. 14
PSL – Rodney’s Journey
• Simple fixes (low hanging fruit)
 Timers, sensors, photo cells
 Proper maintenance of equipment
 Contract vs in-house
 Conversions for oil to gas
 HVAC replacement of old obsolete
systems
 Lighting replacement

15. 15
 A energy team visited every facility and observed
specific challenges and opportunities
 Team members:
 Rodney Fenstermacher, Corporate Director of
Plant Operations
 Energy Consultant
 Energy Engineer
 Documented results of every visit, estimated savings,
and then change started
PSL Analysis & Low Hanging Fruit

16. 16
165 unit Hud 202, 2nd Street, Harrisburg, built in 1968
Savings Example Presbyterian Apartments

17. 17
165 unit Hud 202, 2nd Street, Harrisburg, built in 1968
 Received a PHFA Smart Rehab Grant
 Replace PTAC units
 Re-sealed windows
 Low flow toilets
 Energy star appliances
 Other building envelop sealing
Savings Example Presbyterian Apartments

18. 18
165 unit Hud 202, 2nd Street, Harrisburg, built in 1968
 2010 Energy and utility spend $318K
 2012 Energy and utility spend $205
 $113k savings annually – About a 7 year payback!
Electric saved $89k
Gas saved $10k
Water and sewer $14k
Often the simple stuff saves the most –
blocking and tackling
Savings Example - Presbyterian Apartments

19. 19
 Although PSL began energy sourcing in 2003 or so, it was
inconsistent, and poorly coordinated.
 Sourcing bulk metered electric at several locations can
produce significant savings.
 We also obtain savings by bulk purchasing individual accounts
(which we pay for) but this is always less than bulk metering.
Bulk buying electricity has averaged 20% savings vs
market rates. 20% of $4 million is $800k. Probably
because of individual metering we are saving $400k to
$500k annually.
In the Meantime - Sourcing

20. 20
 Natural gas prices are somewhat more volatile. Savings
in the $50k to $100k a year range.
In the Meantime - Sourcing

21. 21
 We have the largest solar array in the State of Maryland
supplying 75% of our electric needs at a fixed rate for
20 years.
And… Opportunities Began to Emerge
Produces
approximately
$120,000 a month in
electricity

22. 1
Alma Balonon
Director Enterprise Community Partners
Achieving Green Savings and Sustainability

26. Enterprise works with financial institutions,
governments, community organizations, developers
and other partners to help create affordable homes
for low- and moderate-income people.
We work as a multifaceted organization to create
vibrant communities that are connected to
resources and provide the opportunity for a good
life.

27. 2015 ENTERPRISE GREEN COMMUNITIES CRITERIA | PHILADELPHIA HOUSING AUTHORITY | FEBRUARY 18 + 19, 2015
“We believe, because it is true,
that people are affected by
their environment, by space
and scale, by color and texture,
by nature and beauty, that they
can be uplifted, made to feel
important.”
Jim Rouse | Founder

28. ENTERPRISE GREEN COMMUNITIES CRITERIA

29. Enterprise Green Communities is transforming the way America thinks
about, designs, builds, and rehabilitates affordable housing.
Green building integrates materials and methods that promote
environmental quality, economic vitality, and social benefits through
design, construction and operations of the built environment.
Enterprise Green Communities aligns affordable housing investment
strategies with environmentally responsive building practices.

31. So What? What about cost savings?
• Enterprise’s 2012 report, “Incremental Cost, Measurable Savings”,
showed that the median cost of implementing the Green
Communities Criteria represents less than a two percent increase to
the total development cost for a project – and that the total cost
savings begins to exceed this upfront premium within 6 years.
• To integrate only the energy and water saving efficiency criteria, the
median cost was $1,139 per unit. Projected lifetime utility cost
savings for implementing just the water and energy criterion is $3,140
per unit, based on a 20-year life cycle.

32. The Green Communities Criteria has always been focused on:
• cost effectiveness
• achievability and applicability across the US
• focused on the affordable housing residents
• Prioritize the People
• Double-down on Basics
• Beyond the Building
• Rehab-friendly
• Simple, but leave room
for S T R E T C H
• Resiliency
• Health
2011 Green Communities Criteria
Overview of the 2015 Criteria Development Process

33. 2015 Criteria: What’s New?
• The 2015 Criteria requires that seekers of EGC certification assess, and address,
community health characteristics and relevant resilience measures during the
integrative design process.
• For projects pursuing Certification, energy and water data will not simply be
collected by Enterprise, but will also be managed by each project owner in a
manner that influences project operations.
• Projects pursuing Certification must explore best practices of TOD, offering means
to connect to community amenities, and Resilience, in more meaningful ways that
ever before.

34. Location +
Neighborhood Fabric
Site Improvements
Operations, Maintenance
+ Resident Engagement
Integrative Design
Healthy Living
Environment
Energy Efficiency
Water ConservationMaterials
A holistic
approach to
building
a green
community

35. Healthy Home
1.2a Resident Health & Wellbeing: Design for Health
1.2b Resident Health &Wellbeing: Health Action Plan
2.12 Access to Fresh, Local Foods
6.1 Low / No VOC Paints, Coatings, and Primers
6.2 Low / No VOC Adhesives and Sealants
6.7a/b Environmentally Preferable Flooring
6.8 / 6.9 / 7.7 Mold Prevention
6.10 Asthmagen-free Materials
7.11 a/b Beyond ADA: Universal Design
7.12 Active Design: Promoting Physical Activity within the Building
7.13 Active Design: Staircases and Building Circulation
7.14 Interior and Outdoor Activity Spaces for Children and Adults
7.16 Smoke-Free Building
Prioritizing Resident Health

36. 1.1a Goal Setting
1.1b Criteria Documentation
1.1c Designing for Project Performance
4.1 Water Conserving Fixtures
4.2 Advanced Water Conservation
4.3 Leaks & Water Metering
4.4 Efficient Plumbing Layout & Design
4.5 Water Reuse
5.1 Building Performance Standard
a. New Construction, single family and low-rise MF
b. New Construction, mid-rise and high-rise MF
c. Sub and Mod Rehab, single family and low-rise MF
d. Sub and Mod Rehab, mid-rise and high-rise MF
8.1 Building Maintenance Manual (all MF projects)
8.3 Resident Manual
8.4 Resident and Property Manager Orientation
8.5 / 8.6 Project Data Collection and Monitoring System
Prioritizing Performance

37. Location +
Neighborhood Fabric
Site Improvements
Operations, Maintenance
+ Resident Engagement
Integrative Design
Healthy Living
Environment
Energy Efficiency
Water ConservationMaterials

38. Resources
We support you every step of the way…
Integrative
Design
(Pre-construction)
Operations +
Maintenance
(Post-construction)
Construction Evaluating
Impact

39. Resources
We support you every step of the way…
Integrative
Design
(Pre-construction)
Operations +
Maintenance
(Post-construction)
Construction Evaluating
Impact
www.enterprisecommunity.com/resources, follow the button for “Quality Homes”

40. Multifamily Retrofit Toolkit
http://www.enterprisecommunity.com/resources/ENT_ERC_Search_Result_Template?searchString=
multifamily%20retrofit%20toolkit&searchCategory=

41. Resident Training in a Box
http://www.enterprisecommunity.com/solutions-and-
innovation/enterprise-green-communities/resources/resident-
engagement

42. Resiliency Toolkit

43. Resources
We support you every step of the way…
Integrative
Design
(Pre-construction)
Operations +
Maintenance
(Post-construction)
Construction Evaluating
Impact
www.enterprisecommunity.com/resources, follow the button for “Quality Homes”

44. TOOLKITS
Project Management Guide
Criteria Ambassador Toolkit
Criteria Originators Toolkit
Aging in Place Principles
MANUALS
O&M Plan
Emergency Management
Resident Engagement Plan
Specifications
http://www.enterprisecommunity.com/solutions-and-
innovations/enterprise-green-communities/tools-and-services
SUBJECT BRIEFS
Resilience
Aging in Place
Equitable TOD
Integrative Design
Health
Equity

45. THANK YOU
Alma Balonon-Rosen| Director of Relationship Management
ABalonon-Rosen@enterprisecommunity.org
(585) 360- 1833

46. Alexis Smith
Enterprise Rose Architectural Fellow,
Jewish Community Housing for the Elderly
Achieving Green Savings and Sustainability

47. Jewish Community Housing
for the Elderly

48. “Aging in Community”
A full life of connection and purpose in a
dynamic, supportive environment.

49. JCHE Portfolio
c
• Eight buildings on four campuses
• 1500 residents in 1200 units
• JCHE owns & operates all buildings, pays all utilities

51. Why green?
• Operational savings
• Resident comfort
• Financing requirements
• Changing operational funding structure
• Sustainability

53. Shillman House
• Opened in 2011
• 150 mixed-income units
• JCHE’s first “green” property
c
c

54. c
Existing properties
• Most built in 1970s and 1980s
• Older buildings mean greater challenges, but also
lots of low-hanging fruit
c c

55. Lighting

56. Image credit: http://www.greenspec.co.uk/
Cogeneration Unit

57. Systems Rethinking

58. Low-flow Fixtures
Image credit: energyefficiencyarkansas.org

59. Native Plantings
Image credit: http://www.birdhouseorganic.com/

60. Image credit: Lujkin8 via commons.wikimedia.org
Virtual Net Metering

61. Renovations
• 7 of our 8 buildings have or will undergo renovation
• Opportunity for more substantial upgrades
• Occupied vs unoccupied rehab
c

62. New HVAC Systems
c

63. Envelope
Photo credit: whistle.gatech.edu

64. Appliances

65. Photo credit: www.myhomerocks.com
“Grey Green:”
Lessons Learned

66. Consider User Interface
Photo credit: www.fluidmaster.com

67. Consider User Interface
Photo credit: www.berkunair.com

68. Photo credit: artandalice.blogspot.com
Consider User Interface

69. Energy Management System
Photo credit: Samantha M. Shal, http://neighbornewspapers.com/

71. JCHE Total Energy Use (by building)
BTU/squarefoot

72. Energy and Operational Savings
Energy Performance
Cumulative (vs. Baseline) 10%
Annual (2014) 7%

73. Monitoring

74. Thank you!

75. 1
Jeff Davis
Senior VP/CFO
Presbyterian Senior Living
Achieving Green Savings and Sustainability

76. 2
» Geothermal – Strong energy savings, better
resident comfort, low maintenance.
» Have constructed 295 affordable units with
geothermal, and 97 market rate since 2008.
» Average savings of 27% vs conventional systems built
in the same time frame with the same basic
materials/sizes.
» $325 unit savings a year on LIHTC units - $96,000 total
PSL – Prevention – Building it Right The
Frist Time

77. 3
˃ Energy star appliances
˃ Low flow toilets
˃ Motion detectors and timers
˃ Improved insulation and packaging
PSL – Prevention – Building it Right The
First Time

78. 4
˃ $2 million of endowment allocated for
energy related improvement.
˃ Facilities compete for funds.
˃ 75% of savings is paid back, 25% saved
at facilities vs budget.
˃ The first $700k approved will have a 3.5
year payback.
The Future – Internal Energy Loan Fund

79. 5
Questions?
Energy Savings and Sustainability