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What Planners Need to Know:
Driving Energy Efficiency, Clean Energy, and Health
in Our Communities
Cammy Peterson | Metropolitan Area Planning Council (MAPC)
Mike Davis | Local Initiatives Support Corporation (LISC)
Sarita Hudson | Partners for a Healthier Community, Inc.
Metropolitan Area
Planning Council
Clean Energy
at the Municipal and
Regional Level
Cammy Peterson
Director of Clean Energy
cpeterson@mapc.org
617-933-0791
3
101
municipalities
1,440 square
miles
Nearly 3.2
million
residents
4
5
4
MetroFuture
Vision
 Efficient
transportation
systems
 Conservation
of land and
natural
resources
 Improvement
of the health
and education
of residents
 An increase
in equitable
economic
development
opportunities
for prosperity
MAPC Clean Energy
1. Regional Energy
Projects
2. Local Energy Action
Program
3. Energy Technical
• ESCO Procurement • Community Aggregation
• Regional Solar Initiative • EVs & Hybrid
Technology
• LED Streetlight Purchasing • Energy Resiliency
• Connecting to incentives + plug-and-play programs
• Community energy and climate baselining, planning, &
strategizing
• Outreach programming and education
• Grant Writing • Solar Permitting and
Zoning
• Green Communities • State and Local Policy
6
Source: The Barr Foundation, 7
LED Streetlights
8
• Energy and Cost Savings
 Reduce energy use 50% or more
 Reduce maintenance costs significantly due to
long life (20+ years)
 Payback Periods ~7 years
• Improved safety through enhanced
and decreased light trespass and
• Wireless controls enhance safety &
• Additional Financing Help: Green
Communities and Leasing
Streetlight Opportunity:
LEDs
8
National
Grid Rate
Tariff
Delivery
Rate
($/Annual
kWh)
Delivery
Cost for
50w HPS
Luminaire
Charge for
50w HPS
3rd Party
Maintenance
Cost
Total
Annual
Charges
S-1 $0.04387 $11.19 $60.71 N/A $71.90
S-5 $0.06207 $15.83 N/A $12.00 $27.83
Savings $44.07
50W HPS Example
• 50w HPS billed for 255 kWh/year.
• 3rd party maintenance plans common at
$1/light/month for HPS fixtures 9
• Currently assembling next group of
municipalities for collective
procurement
• Attract more competition
• Benefit from economies of scale
• Avoid duplicative administrative
work
MAPC Group LED
Procurements
11
Outreach Programs
Energy Efficiency & Solar
12
Outreach Partnerships -
Framingham
July 2013 – October 2015
1649 Completed home energy assessments
771 Homes insulated/air-sealed
102 Homes installed DMS systems
70 Rooftop Solar PV installations completed (440
kW)
Savings
1693 tons of annual GHG reductions
$364,102 aggregate annual savings
$8,200 donated to Framingham Public Library
Foundation to build a new LEED certified branch 13
• City partnered with
EnergySage, an online
marketplace for solar
developers
• Offered both residents and
businesses an additional and
convenient opportunity to go
solar
Innovative Solar Campaign
14
Outreach Partnerships -
Melrose
13
15
16
Municipal Solar
16
17
What is a Solar EMS Contract?
 A solar Energy Management Services (solar EMS) contract, also
commonly referred to as a Power Purchase Agreement (PPA) or
Net Metering Credit Purchase Agreement (NMCPA), is a long-term
(20-year) contract for services, including:
 PV system design, financing, and installation
 Operations, maintenance, and system removal
 Long-term lease of public space
 PV Electricity
 System performance guarantee
 All of these services can be procured under one solicitation via
MGL c.25A
 Important: This IS NOT a public works contract. It is a service
agreement.
What is the Motivation for Entering into a
Solar EMS Contract?
 A solar Energy Management Services (solar
EMS) contract allows public entities to:
Benefit from low-cost solar electricity
…without the costs/risks of ownership (e.g.,
community has no O&M responsibilities)
…at no upfront cost to the community
Hedge against volatility of grid electricity
pricing
Take advantage of solar tax incentives by
partnering with a private developer
18
Source: Regional Climate Change Adaptation Strategy,
MAPC, 2015
18
Energy
Resiliency
Thank You!
Cammy Peterson
Director of Clean Energy
cpeterson@mapc.org
617-933-0791
LISC Boston’s
Green Retrofit Initiative
Mike Davis, AICP, LEED AP BD+C
Senior Program Officer, LISC Boston
Evolution of Program – 3 distinct phases
 Building owner demand (2010-2012)
 New utility program created: LEAN Low-Income Multifamily
 11 Boston nonprofits enrolled in Green Retrofit Initiative
 HUD Energy Innovation Fund (2012-2015)
 Achieve 20% savings
 Expand statewide engaging nonprofits, for-profits, and public housing authorities
 Experience informs policy (2014-2016)
 20 owners: proactive approach across portfolio
 Policy work focused on connecting utilities and housing finance agencies
Green Retrofit Initiative 2010 to 2012
 Goal: Building owner demand
 Funder: Barr Foundation
 Building science partner: New Ecology, Inc.
 Low-Income Multifamily Utility Program (LEAN) only open to nonprofits and
public housing authorities 1st year
 Budget: 1/3 nonprofit, 1/3 for-profit, and 1/3 housing authorities
 LISC worked with 11 Boston CDCs
 Benchmarked 5,000 units; used WegoWise to prioritize
 Retrofitted 1,500 units
 Leveraged $5 Mill
 Owner forums to share successes and failures
Where Do I Start?
Benchmarking Used to Prioritize Efforts
Post-Retrofit Savings Analysis
Green Retrofit Initiative 2012 to 2015
 Goal: Achieving 20%+ savings – give us your worst buildings
 Funders: Barr Foundation and HUD
 Building science partner: New Ecology, Inc.
 1 of 12 HUD Energy Innovation Fund grantees
 10+ year affordability means mostly mid-capital cycle projects
 Results
 Benchmarked 12,000 units
 Retrofitted 3,500 units
 Leveraged $12+ Mill
 Lesson learned: Owners do not want additional debt between capital cycles
What Kinds of Buildings?
 Small to large, wood and masonry, scattered site and centrally located – each
building is unique
 Urban, town, and rural
 Mostly master-metered heat, water, and DHW. Mostly individual meters for
electricity in units.
2012-2015 Savings Summary
Savings Gas Electric
> 10% 72% 65%
> 20% 54% 50%
> 30% 18% 34%
Read the full report at www.bostonlisc.org
WegoWise Data Savings Analysis with review by Cadmus
Green Retrofit Initiative 2014 to 2016
 Work with owners informs policy opportunities
 Funders: Barr Foundation, MassHousing, and Massachusetts Housing Partnership
 Building science partner: New Ecology, Inc.
 20 orgs enrolled for 1 yr: combined portfolios = 29,000+ units
 17 nonprofits get $10k; 3 for-profits participate
 Benchmark portfolio
 Green Asset Management Plan
 2 priority retrofit projects
Green Retrofit Initiative 2014 to 2016
 Results
 Savings achieved, yet large opportunities remain
 Noticeable trends with nonprofit v. for-profits
 Importance of organizational leadership buy-in
 Education: How much money are we leaving on the table?
What if… Water Savings ($.018/gallon)
Electricity Savings
($.18/kWh)
Gas Savings
($1.10/therm)
Annual
Totals
Your buildings matched* the
WegoWise median for all
metrics?
$364,736 $3,700 $51,189 $419,625
Your portfolio decreased use by
20%**, across the board?
$188,881 $41,622 $124,289 $354,792
* buildings already at or below the metric were not included in this savings estimate.
**20% is the portfolio reduction target for participants of the DOE Better Buildings Challenge
Source: New Ecology, Inc.
Program Work Informs Policy
 Goal: How do we make it easier for owners to do efficiency work at rehab?
 Housing Finance Agencies will share pipeline with MA’s Low-Income Multifamily
Utility Program (LEAN)
 Utilities will create program roadmap for owners
 All LEAN audits will be given to owners
 LEAN will accept 3rd party comprehensive audits
 LEAN will provide incentive commitment 6 months or less from rehab’s
construction closing
 Owner can choose their own general contractor for LEAN rehab work
What’s Next?
 Massachusetts Clean Energy Center grant
 Collaborate with Housing Finance Agencies to provide audits for projects
approaching rehab
 Retrocommission underperforming renewables
 Grant goals
 Audits – Getting all parties (owners, lenders, building science providers, state
agencies, utilities) to talk to each other about deep energy savings opportunities
 Retrocommissioning – How do we make sure renewables are installed and
maintained correctly to ensure savings?
 Inform program and policy design so there are more resources and technical
assistance from state level
Contact Information
 Mike Davis, AICP, LEED AP BD+C
 Senior Program Officer, LISC Boston
 mdavis@lisc.org
 (617) 338-0411 x233
 www.bostonlisc.org
35
Springfield Pay for Success
Asthma Program Model
www.ghhi.org [ 36 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
What is Pay For Success?
Pay for success (PFS) models are cross-sector
partnerships in which private investors pay
upfront for a social service and government or
healthcare payors repay the investment if and
only if agreed-upon outcomes are met.
If outcomes are not met, investors lose money
www.ghhi.org [ 37 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Basic PFS Model
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
www.ghhi.org [ 38 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Basic PFS Model
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
www.ghhi.org [ 39 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Basic PFS Model
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
www.ghhi.org [ 40 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Basic PFS Model
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
www.ghhi.org [ 41 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
If it works, investors are paid back
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
www.ghhi.org [ 42 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
If not, the project ends
Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
If outcomes not achieved, project
stops here and government/payor
makes no payments to investors.
Outcomes not achieved
www.ghhi.org [ 43 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
The PFS Opportunity for Asthma
SOCIAL IMPACT
6.8M kids with asthma in U.S. (18.7M adults)
14M missed school days due to asthma
9M families living in unhealthy homes
Sources: Center for Disease Control and Prevention (http://www.cdc.gov/nchs/fastats/asthma.htm)
“GHHI: Improving Health, Economic, and Social Outcomes Through Integrated Housing Intervention,” Environmental Justice, Vol. 7, Number 6, 2014
CASHABLE SAVINGS
PROVEN INTERVENTION
40% of asthma episodes caused by home-based triggers
GHHI Healthy Homes Demonstration Project:
66% asthma hospitalizations 62% participants with 0 absences
28% asthma ED visits 88% participants with 0 missed work days
$5k - $15k per hospitalization
$500 - $5K per ED visit
Other Rx & urgent care costs
$56B spent on asthma annually
www.ghhi.org [ 44 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Healthy homes part of effective asthma management
• Surgeon General’s Call to Action to Promote
Healthy Homes (2009)
• The Community Preventive Services Task force
recommends the use of home-based, multi-trigger
interventions with an environmental focus for children
and adolescents
• Cost-benefit studies show a return of $5.3 to $14.0 for each dollar
invested
• Home-based triggers cause 40% of asthma episodes1
1Robert Wood Johnson Foundation Commission to Build a Healthier America.
Beyond Health Care: New Directions to a Healthier America Report. April 2009
www.ghhi.org [ 45 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Address Root Causes at Home
Unhealthy
Home
Asthma
Episode
Hospital
Visit
Treatment/
Inhaler
www.ghhi.org [ 46 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Environmental Assessment &
Health Education Together
Environmental Assessor-Energy Auditor (HHS/BPI)
• Conduct pre-intervention environmental assessments / audits
• Develop comprehensive scopes of work for properties
• Conduct post intervention assessments and audits
Community Health Worker
• Conduct asthma/HH resident education during assessment
• Coordinate client health surveys and data collection
• Distribute HEPA-Vacuum and indoor allergen reduction kit
• Referrals and follow-up client services
• Review asthma action plan
• Medication adherence
• Ongoing education, behavioral reinforcement,
and band follow-up with PCP / care managers
www.ghhi.org [ 47 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Healthy Homes Interventions
• Installation of mattress and pillow covers
• Integrated pest management: gel baits, boric acid, glue traps,
reducing entry points, cleaning/behavioral change (clutter)
• Mold remediation
• Venting kitchen, bathroom and dryer; filter replacements
• Removal or steam cleaning of carpets
• Air filtering system installed in child’s bedroom
• Air conditioners and dehumidifiers
• Provision of a HEPA-vacuum and indoor allergen reduction
cleaning kit
• Other Healthy Homes Interventions with leveraged funding
(lead, radon, asbestos)
www.ghhi.org [ 48 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Evidence Base for Healthy Homes
• NAEPP Guidelines-based care calls for
1) Assessment of disease severity;
2) Medication;
3) Patient education; and
4) Environmental control
• HHS’s Community Preventive Services Task
Force found “strong evidence of
effectiveness of in-home environmental
interventions” in improving asthma
management and overall quality of life for
asthmatics.
Surgeon General’s Call
to Action to Promote
Healthy Homes (2009)
• Cost benefit studies show a return of $5 to $14 per $1.
www.ghhi.org [ 49 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Impact: Building a Business Case
1Peer-reviewed and published in Environmental Justice journal
Green & Healthy Homes Initiative: Improving Health,
Economic and Social Outcomes Through Integrated Housing
Intervention
• 66% reduction in asthma-related client hospitalizations
• 28% reduction in asthma-related client ED visits
• 50% increase in participants never having to visit the
doctor’s office due to asthma episodes
• 62% increase in participants reporting asthma-related
perfect attendance for their child (0 school absences
due to asthma episodes)
• 88% increase in participants reporting never having to
miss a day of work due to their child’s asthma episodes
Environmental Justice, Vol 7. Number 6, 2014
www.ghhi.org [ 50 ]©2015 Green & Healthy Homes Initiative. All rights reserved.
Reduced Costs = Cashable Savings
• 1 asthma-related hospitalization on average
costs $7506 in Baltimore
• 1 asthma-related emergency room visit on
average costs $820 in Baltimore
Asthma
hospitalizations
and ED visits
Cashable
Savings
[2009-10 data]
51
Why Springfield?
Percentage of Housing Units Built Before 1940
Old Housing Stock in Springfield
Blighted, Condemned, and Vacant
Properties – Spring 2013
1,162 properties listed as blighted, vacant and/or condemned.
Environmental Justice Neighborhoods
Build Health, 2016
57
READY- CHW Intervention
“Reducing and Eliminating Asthma Disparity in Youth”
• 2009 ARRA - High Street Health Center (HSHC) Pediatrics)
• 2011 HUD - (HSHC Pediatrics)
• 2013 -2015 CMMI “New England Asthma Innovation Collaborative
(NEIAC)” - HSHC, Mason Square Health Center, Brightwood Health
Center
58
Preliminary Results
– Asthma Control Pre versus Post (N = 119)
58
• Multi-sector collaborative to address housing and
health
– Include residents and landlords
• Coordinated referral system for concerns related to
housing and health
• Training on Healthy Homes approach
www.springfieldhealthyhomes.org
Springfield Pay for Success
• Referrals of pediatric and
adult asthma cases
• Case management by
Community Health
Workers
• Program and data management
• Housing assessment and remediation
• Coordinate leveraged services
• Insurer/Payer
www.ghhi.org [61]©2015 Green & Healthy Homes Initiative. All rights reserved.
Benefits of PFS
Progress towards systemic change
Bridges timing gap between service provision
and cost savings
Pay for what works
Stable, flexible funding to service providers
Shifts focus from remediation to prevention
Rigorous program evaluation
www.ghhi.org [62]©2015 Green & Healthy Homes Initiative. All rights reserved.
PFS Challenges
Lengthy feasibility and transaction structuring
Cost savings can be difficult to ascertain
Limited supply of appropriate interventions
High transaction costs
Bureaucracies and silos
63
Sarita Hudson
Pioneer Valley Asthma Coalition Manager
Partners for a Healthier Community
shudson@partnersforahealthiercommunity.org

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What planners need to know

  • 1. What Planners Need to Know: Driving Energy Efficiency, Clean Energy, and Health in Our Communities Cammy Peterson | Metropolitan Area Planning Council (MAPC) Mike Davis | Local Initiatives Support Corporation (LISC) Sarita Hudson | Partners for a Healthier Community, Inc.
  • 2. Metropolitan Area Planning Council Clean Energy at the Municipal and Regional Level
  • 3. Cammy Peterson Director of Clean Energy cpeterson@mapc.org 617-933-0791 3
  • 5. 5 4 MetroFuture Vision  Efficient transportation systems  Conservation of land and natural resources  Improvement of the health and education of residents  An increase in equitable economic development opportunities for prosperity
  • 6. MAPC Clean Energy 1. Regional Energy Projects 2. Local Energy Action Program 3. Energy Technical • ESCO Procurement • Community Aggregation • Regional Solar Initiative • EVs & Hybrid Technology • LED Streetlight Purchasing • Energy Resiliency • Connecting to incentives + plug-and-play programs • Community energy and climate baselining, planning, & strategizing • Outreach programming and education • Grant Writing • Solar Permitting and Zoning • Green Communities • State and Local Policy 6
  • 7. Source: The Barr Foundation, 7
  • 9. • Energy and Cost Savings  Reduce energy use 50% or more  Reduce maintenance costs significantly due to long life (20+ years)  Payback Periods ~7 years • Improved safety through enhanced and decreased light trespass and • Wireless controls enhance safety & • Additional Financing Help: Green Communities and Leasing Streetlight Opportunity: LEDs 8
  • 10. National Grid Rate Tariff Delivery Rate ($/Annual kWh) Delivery Cost for 50w HPS Luminaire Charge for 50w HPS 3rd Party Maintenance Cost Total Annual Charges S-1 $0.04387 $11.19 $60.71 N/A $71.90 S-5 $0.06207 $15.83 N/A $12.00 $27.83 Savings $44.07 50W HPS Example • 50w HPS billed for 255 kWh/year. • 3rd party maintenance plans common at $1/light/month for HPS fixtures 9
  • 11. • Currently assembling next group of municipalities for collective procurement • Attract more competition • Benefit from economies of scale • Avoid duplicative administrative work MAPC Group LED Procurements 11
  • 13. Outreach Partnerships - Framingham July 2013 – October 2015 1649 Completed home energy assessments 771 Homes insulated/air-sealed 102 Homes installed DMS systems 70 Rooftop Solar PV installations completed (440 kW) Savings 1693 tons of annual GHG reductions $364,102 aggregate annual savings $8,200 donated to Framingham Public Library Foundation to build a new LEED certified branch 13
  • 14. • City partnered with EnergySage, an online marketplace for solar developers • Offered both residents and businesses an additional and convenient opportunity to go solar Innovative Solar Campaign 14 Outreach Partnerships - Melrose 13
  • 15. 15
  • 17. 17 What is a Solar EMS Contract?  A solar Energy Management Services (solar EMS) contract, also commonly referred to as a Power Purchase Agreement (PPA) or Net Metering Credit Purchase Agreement (NMCPA), is a long-term (20-year) contract for services, including:  PV system design, financing, and installation  Operations, maintenance, and system removal  Long-term lease of public space  PV Electricity  System performance guarantee  All of these services can be procured under one solicitation via MGL c.25A  Important: This IS NOT a public works contract. It is a service agreement.
  • 18. What is the Motivation for Entering into a Solar EMS Contract?  A solar Energy Management Services (solar EMS) contract allows public entities to: Benefit from low-cost solar electricity …without the costs/risks of ownership (e.g., community has no O&M responsibilities) …at no upfront cost to the community Hedge against volatility of grid electricity pricing Take advantage of solar tax incentives by partnering with a private developer 18
  • 19. Source: Regional Climate Change Adaptation Strategy, MAPC, 2015 18 Energy Resiliency
  • 20. Thank You! Cammy Peterson Director of Clean Energy cpeterson@mapc.org 617-933-0791
  • 21. LISC Boston’s Green Retrofit Initiative Mike Davis, AICP, LEED AP BD+C Senior Program Officer, LISC Boston
  • 22. Evolution of Program – 3 distinct phases  Building owner demand (2010-2012)  New utility program created: LEAN Low-Income Multifamily  11 Boston nonprofits enrolled in Green Retrofit Initiative  HUD Energy Innovation Fund (2012-2015)  Achieve 20% savings  Expand statewide engaging nonprofits, for-profits, and public housing authorities  Experience informs policy (2014-2016)  20 owners: proactive approach across portfolio  Policy work focused on connecting utilities and housing finance agencies
  • 23. Green Retrofit Initiative 2010 to 2012  Goal: Building owner demand  Funder: Barr Foundation  Building science partner: New Ecology, Inc.  Low-Income Multifamily Utility Program (LEAN) only open to nonprofits and public housing authorities 1st year  Budget: 1/3 nonprofit, 1/3 for-profit, and 1/3 housing authorities  LISC worked with 11 Boston CDCs  Benchmarked 5,000 units; used WegoWise to prioritize  Retrofitted 1,500 units  Leveraged $5 Mill  Owner forums to share successes and failures
  • 24. Where Do I Start? Benchmarking Used to Prioritize Efforts
  • 26.
  • 27. Green Retrofit Initiative 2012 to 2015  Goal: Achieving 20%+ savings – give us your worst buildings  Funders: Barr Foundation and HUD  Building science partner: New Ecology, Inc.  1 of 12 HUD Energy Innovation Fund grantees  10+ year affordability means mostly mid-capital cycle projects  Results  Benchmarked 12,000 units  Retrofitted 3,500 units  Leveraged $12+ Mill  Lesson learned: Owners do not want additional debt between capital cycles
  • 28. What Kinds of Buildings?  Small to large, wood and masonry, scattered site and centrally located – each building is unique  Urban, town, and rural  Mostly master-metered heat, water, and DHW. Mostly individual meters for electricity in units.
  • 29. 2012-2015 Savings Summary Savings Gas Electric > 10% 72% 65% > 20% 54% 50% > 30% 18% 34% Read the full report at www.bostonlisc.org WegoWise Data Savings Analysis with review by Cadmus
  • 30. Green Retrofit Initiative 2014 to 2016  Work with owners informs policy opportunities  Funders: Barr Foundation, MassHousing, and Massachusetts Housing Partnership  Building science partner: New Ecology, Inc.  20 orgs enrolled for 1 yr: combined portfolios = 29,000+ units  17 nonprofits get $10k; 3 for-profits participate  Benchmark portfolio  Green Asset Management Plan  2 priority retrofit projects
  • 31. Green Retrofit Initiative 2014 to 2016  Results  Savings achieved, yet large opportunities remain  Noticeable trends with nonprofit v. for-profits  Importance of organizational leadership buy-in  Education: How much money are we leaving on the table? What if… Water Savings ($.018/gallon) Electricity Savings ($.18/kWh) Gas Savings ($1.10/therm) Annual Totals Your buildings matched* the WegoWise median for all metrics? $364,736 $3,700 $51,189 $419,625 Your portfolio decreased use by 20%**, across the board? $188,881 $41,622 $124,289 $354,792 * buildings already at or below the metric were not included in this savings estimate. **20% is the portfolio reduction target for participants of the DOE Better Buildings Challenge Source: New Ecology, Inc.
  • 32. Program Work Informs Policy  Goal: How do we make it easier for owners to do efficiency work at rehab?  Housing Finance Agencies will share pipeline with MA’s Low-Income Multifamily Utility Program (LEAN)  Utilities will create program roadmap for owners  All LEAN audits will be given to owners  LEAN will accept 3rd party comprehensive audits  LEAN will provide incentive commitment 6 months or less from rehab’s construction closing  Owner can choose their own general contractor for LEAN rehab work
  • 33. What’s Next?  Massachusetts Clean Energy Center grant  Collaborate with Housing Finance Agencies to provide audits for projects approaching rehab  Retrocommission underperforming renewables  Grant goals  Audits – Getting all parties (owners, lenders, building science providers, state agencies, utilities) to talk to each other about deep energy savings opportunities  Retrocommissioning – How do we make sure renewables are installed and maintained correctly to ensure savings?  Inform program and policy design so there are more resources and technical assistance from state level
  • 34. Contact Information  Mike Davis, AICP, LEED AP BD+C  Senior Program Officer, LISC Boston  mdavis@lisc.org  (617) 338-0411 x233  www.bostonlisc.org
  • 35. 35 Springfield Pay for Success Asthma Program Model
  • 36. www.ghhi.org [ 36 ]©2015 Green & Healthy Homes Initiative. All rights reserved. What is Pay For Success? Pay for success (PFS) models are cross-sector partnerships in which private investors pay upfront for a social service and government or healthcare payors repay the investment if and only if agreed-upon outcomes are met. If outcomes are not met, investors lose money
  • 37. www.ghhi.org [ 37 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Basic PFS Model Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
  • 38. www.ghhi.org [ 38 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Basic PFS Model Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
  • 39. www.ghhi.org [ 39 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Basic PFS Model Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
  • 40. www.ghhi.org [ 40 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Basic PFS Model Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
  • 41. www.ghhi.org [ 41 ]©2015 Green & Healthy Homes Initiative. All rights reserved. If it works, investors are paid back Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund
  • 42. www.ghhi.org [ 42 ]©2015 Green & Healthy Homes Initiative. All rights reserved. If not, the project ends Graphic: “Pay for Success (PFS) Financing,” Social Finance. Found in “Pay for Success: A Primer for Social Innovators,” Social Innovation Fund If outcomes not achieved, project stops here and government/payor makes no payments to investors. Outcomes not achieved
  • 43. www.ghhi.org [ 43 ]©2015 Green & Healthy Homes Initiative. All rights reserved. The PFS Opportunity for Asthma SOCIAL IMPACT 6.8M kids with asthma in U.S. (18.7M adults) 14M missed school days due to asthma 9M families living in unhealthy homes Sources: Center for Disease Control and Prevention (http://www.cdc.gov/nchs/fastats/asthma.htm) “GHHI: Improving Health, Economic, and Social Outcomes Through Integrated Housing Intervention,” Environmental Justice, Vol. 7, Number 6, 2014 CASHABLE SAVINGS PROVEN INTERVENTION 40% of asthma episodes caused by home-based triggers GHHI Healthy Homes Demonstration Project: 66% asthma hospitalizations 62% participants with 0 absences 28% asthma ED visits 88% participants with 0 missed work days $5k - $15k per hospitalization $500 - $5K per ED visit Other Rx & urgent care costs $56B spent on asthma annually
  • 44. www.ghhi.org [ 44 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Healthy homes part of effective asthma management • Surgeon General’s Call to Action to Promote Healthy Homes (2009) • The Community Preventive Services Task force recommends the use of home-based, multi-trigger interventions with an environmental focus for children and adolescents • Cost-benefit studies show a return of $5.3 to $14.0 for each dollar invested • Home-based triggers cause 40% of asthma episodes1 1Robert Wood Johnson Foundation Commission to Build a Healthier America. Beyond Health Care: New Directions to a Healthier America Report. April 2009
  • 45. www.ghhi.org [ 45 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Address Root Causes at Home Unhealthy Home Asthma Episode Hospital Visit Treatment/ Inhaler
  • 46. www.ghhi.org [ 46 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Environmental Assessment & Health Education Together Environmental Assessor-Energy Auditor (HHS/BPI) • Conduct pre-intervention environmental assessments / audits • Develop comprehensive scopes of work for properties • Conduct post intervention assessments and audits Community Health Worker • Conduct asthma/HH resident education during assessment • Coordinate client health surveys and data collection • Distribute HEPA-Vacuum and indoor allergen reduction kit • Referrals and follow-up client services • Review asthma action plan • Medication adherence • Ongoing education, behavioral reinforcement, and band follow-up with PCP / care managers
  • 47. www.ghhi.org [ 47 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Healthy Homes Interventions • Installation of mattress and pillow covers • Integrated pest management: gel baits, boric acid, glue traps, reducing entry points, cleaning/behavioral change (clutter) • Mold remediation • Venting kitchen, bathroom and dryer; filter replacements • Removal or steam cleaning of carpets • Air filtering system installed in child’s bedroom • Air conditioners and dehumidifiers • Provision of a HEPA-vacuum and indoor allergen reduction cleaning kit • Other Healthy Homes Interventions with leveraged funding (lead, radon, asbestos)
  • 48. www.ghhi.org [ 48 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Evidence Base for Healthy Homes • NAEPP Guidelines-based care calls for 1) Assessment of disease severity; 2) Medication; 3) Patient education; and 4) Environmental control • HHS’s Community Preventive Services Task Force found “strong evidence of effectiveness of in-home environmental interventions” in improving asthma management and overall quality of life for asthmatics. Surgeon General’s Call to Action to Promote Healthy Homes (2009) • Cost benefit studies show a return of $5 to $14 per $1.
  • 49. www.ghhi.org [ 49 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Impact: Building a Business Case 1Peer-reviewed and published in Environmental Justice journal Green & Healthy Homes Initiative: Improving Health, Economic and Social Outcomes Through Integrated Housing Intervention • 66% reduction in asthma-related client hospitalizations • 28% reduction in asthma-related client ED visits • 50% increase in participants never having to visit the doctor’s office due to asthma episodes • 62% increase in participants reporting asthma-related perfect attendance for their child (0 school absences due to asthma episodes) • 88% increase in participants reporting never having to miss a day of work due to their child’s asthma episodes Environmental Justice, Vol 7. Number 6, 2014
  • 50. www.ghhi.org [ 50 ]©2015 Green & Healthy Homes Initiative. All rights reserved. Reduced Costs = Cashable Savings • 1 asthma-related hospitalization on average costs $7506 in Baltimore • 1 asthma-related emergency room visit on average costs $820 in Baltimore Asthma hospitalizations and ED visits Cashable Savings [2009-10 data]
  • 52. Percentage of Housing Units Built Before 1940 Old Housing Stock in Springfield
  • 53. Blighted, Condemned, and Vacant Properties – Spring 2013 1,162 properties listed as blighted, vacant and/or condemned.
  • 55.
  • 57. 57 READY- CHW Intervention “Reducing and Eliminating Asthma Disparity in Youth” • 2009 ARRA - High Street Health Center (HSHC) Pediatrics) • 2011 HUD - (HSHC Pediatrics) • 2013 -2015 CMMI “New England Asthma Innovation Collaborative (NEIAC)” - HSHC, Mason Square Health Center, Brightwood Health Center
  • 58. 58 Preliminary Results – Asthma Control Pre versus Post (N = 119) 58
  • 59. • Multi-sector collaborative to address housing and health – Include residents and landlords • Coordinated referral system for concerns related to housing and health • Training on Healthy Homes approach www.springfieldhealthyhomes.org
  • 60. Springfield Pay for Success • Referrals of pediatric and adult asthma cases • Case management by Community Health Workers • Program and data management • Housing assessment and remediation • Coordinate leveraged services • Insurer/Payer
  • 61. www.ghhi.org [61]©2015 Green & Healthy Homes Initiative. All rights reserved. Benefits of PFS Progress towards systemic change Bridges timing gap between service provision and cost savings Pay for what works Stable, flexible funding to service providers Shifts focus from remediation to prevention Rigorous program evaluation
  • 62. www.ghhi.org [62]©2015 Green & Healthy Homes Initiative. All rights reserved. PFS Challenges Lengthy feasibility and transaction structuring Cost savings can be difficult to ascertain Limited supply of appropriate interventions High transaction costs Bureaucracies and silos
  • 63. 63 Sarita Hudson Pioneer Valley Asthma Coalition Manager Partners for a Healthier Community shudson@partnersforahealthiercommunity.org

Editor's Notes

  1. MetroFuture, the Greater Boston region's 30-year plan, guides MAPC's work agencywide.  The MetroFuture plan supports smart growth and regional collaboration through the promotion of: efficient transportation systems conservation of land and natural resources improvement of the health and education of residents an increase in equitable economic development opportunities for prosperity MetroFuture comprises 65 specific goals for the year 2030, as well as objectives and indicators we will use to measure progress toward achieving these goals, and 13 implementation strategies containing hundreds of recommendations for actions needed to achieve our goals. This plan was developed with the extensive participation of thousands of “plan builders,” including residents, municipal officials, state agencies, businesses, community-based organizations, and institutional partners. The plan was adopted by MAPC in 2008.
  2. To finance actual project, some bond, and others do lease-purchase (tax-exempt lease purchase); doesn’t impact debt or credit rating or ability to bond for other projects. Good rates and pay for it with savings which are highly predictable. Ex: Winthrop, Melrose, Sudbury, Salem, Framingham for ESCO. Used Lagr ebanks like TD Bank and BOA, though Salem used local bank.
  3. Cost per light. Looking at buyback only, not retrofit. Some other maintenance issues do come up but still savings S-1 utility owns, S-5 muni owns
  4. DMS = ductless mini split
  5. Actual performance of a portfolio in Cambridge, MA This graph shows total utility use of each property in one CDC’s portfolio. Needless to say, the building represented by the green line here very quickly became this CDC’s highest priority.
  6. The owner submitted an application for this property to the LEAN Multifamily program and received: New Boiler (5 condensing boilers at 90% efficiency)- replaced 8 atmospheric. LEAN now does 96% efficient boilers. New DHW System (3 tanks) Make Up Air Unit Top-floor ceiling and wall insulation (10,600 sf)
  7. Benchmarking in WegoWise Building assessments & scope of work proposals Help with utility and other funding applications Engineering design & specifications Bid process Construction management Post-retrofit measurement & verification Network/Trainings
  8. Only 3 with less than 20% savings
  9. BBC – Once orgs created a Green Asset Management Plan and saw the savings opportunity on the table, 6 additional organizations joined the Better Building Challenge (BBC). There were already 4 who had joined, so half of our group were members.
  10. Work with utilities to make process easier and more predictable at Refi/Recapitalization
  11. Unhealthy Home: -Poorly insulated -Mold -Pest infestations -Poor indoor air quality -Poorly weatherized Mention role of workforce here – house as clinic, contractor as clinician
  12. Costs of ER visit can be $500-$1100. Cost of hospitalization can be $5000-$12,000
  13. Source: Analysis of Impediments to Fair Housing (pg. 40); data from Office of Planning and Economic Development, survey from City of Springfield Survey done in spring of 2013 by City of Springfield showed 1,162 properties listed as blighted, vacant and/or condemned. This map represents those results.
  14. So lets take a deeper look at what is going on In addition to asthma two-week recall questions, other asthma related questions were asked prior and post intervention. The following analysis results only focus on the participants who completed both the baseline survey and post intervention survey. The results show that some asthma related health outcomes significantly improved after the intervention such as proportion of participants who had ED visits, hospitalizations, used urgent health services, oral steroid medication used, and whether received a AAP. ED: 33.6% absolute decrease (27.6% vs 61.2%, p-value <0.0001) Hospitalization: 23.1% absolute decrease (4.3% vs 27.4%, p-value <0.0001) Urgent health services: 33.3% absolute decrease (45% vs 78.3%, p-value <0.0001) Urgent care use is defined as a visit to an emergency room or urgent care center, overnight stay in a hospital or unscheduled office visit Oral steroid medication used: 38% absolute decrease (37.2% vs 75.2%, p-value <0.0001)) At visit 5, 25% more participants reported receiving a written Asthma Action Plan and almost 10% more participants actually used the AAP when it is needed. But is it just the action plans?