Energy Retrofit Loan Program
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1 Energy Retrofit Loan Program Service Provider Profile General Firm Information Healthy Buildings, Inc./Susan Dee Associates 76 South Orange Avenue, Suite 107, South Orange, NJ Primary Contact: Susan Dee, (518) , Secondary Contact: Gwen Sheinfeld Merkin, (917) , Website: healthybuildings.com Year established: Number of employees:56 susandee.com 1980 Firm Experience Since 1980, Healthy Buildings has been dedicated to meeting the long term environmental and sustainability needs of the commercial real estate industry. With technical indoor environmental quality expertise addressing more than 4,400 buildings in 45 different countries, Healthy Buildings has 30 years of proven experience that is relied on by both long term and new clients alike. Our valued clients include property owners, building managers, developers, architects, engineers, and government agencies. Building types include office, medical, educational, multifamily and mixed-use residential, institutional, and hospitality. Our success is based on solid engineering by technicians that have been with our firm for an average of eleven years and some as long as 20+ years. Our focus areas are: Sustainability, Testing & Diagnostics, and Energy & Resources. Healthy Buildings is headquartered in Fairfax, VA, with a Northeast Regional offices in South Orange, NJ, a Western Region office in Lake Forest, CA, and Overseas Offices in the UK. Susan Dee has been active in this industry since While at the NYS Energy Office, she assisted multifamily housing companies and housing authorities in applying for State funding for energy retrofits by conducting level 1 energy audits of hundreds of properties across the state, many located in NYC. Susan Dee Associates has been performing energy audits for over 20 years, and has conducted level 2 and 3 audits for clients participating in a variety of energy efficiency programs. The firm is a Partner in the NYSERDA Multifamily Performance Program (MPP). Susan Dee trains supers, resident managers, and affiliate staff in the BPI Multifamily Building Analyst certificate for Local 32BJ under a contract to CUNY. Healthy Buildings partners with Susan Dee Associates in the delivery of client services by a team of engineers, architects, analysts, facility managers, and construction managers. Together, we understand how buildings and systems work and how to operate them HDC NYCEEC Energy Retrofit Loan Program 1
2 efficiently. We believe that knowing the precise condition of a facility and its assets, what it will cost to maintain, and when major changes will occur, helps clients avoid unexpected expenses and allows them to stay organized and on top of their facility s needs. Efficiency Program Partnerships (please check all that apply): NYSERDA MPP WAP Provider Other: Partner Con Edison Partner National Grid Partner Provider Staff Accreditation/Licenses (please cite the number of audit team members on staff with following certifications) Professional Engineer (PE) 2 Certified Energy Manager 2 (CEM) Certified Energy Auditor (CEA) 2 BPI Multifamily Building 5 Analyst Registered Design Professional with NYC DOB 1 References (references should be forthcoming if contacted; it is encouraged, but not required, that references align with case studies) Brian Jennings Michael Alexander Mark Beida Modernization Coordinator Sustainability Project Vice President Manager Utica Municipal Housing Authority Cassidy Turley Marathon Development Group (315) (202) (914) X-202 BJennings@uticamha.org michael.alexander@cassidyt MBeida@MDGLTD.com urley.com Utica Municipal Housing Authority Two Jefferson Plaza Arlington, Virginia Tallman Towers Nyack, New York HDC NYCEEC Energy Retrofit Loan Program 2
3 Utica, New York Nature of work performed : (please check all that apply) Project Administration Commissioning Data M&V Energy Audit Construction/C. Management Retro-commissioning Nature of work performed : (please check all that apply) Project Administration Commissioning Data M&V Energy Audit Construction/C. Management Retro-commissioning Nature of work performed : (please check all that apply) Project Administration Commissioning Data M&V Energy Audit Construction/C. Management Retro-commissioning CASE STUDY 1 General Building Information Utica Municipal Housing Authority, Utica, New York Number of buildings: 55 Gross square footage: Number of units: 815 Number of floors: 10 Year constructed: Retrofit date (start to completion): Please select one for each of the following: Heating Fuel Natural Gas Other (please specify): electric at 2 properties Heating Distribution Hot water Other (please specify): Electric Metering Master-metered Other (please specify): direct electric at 2 properties Please select all that apply: Market Mitchell Rate Affordable Lama Rental Condo Co-op Project Information Provided Energy Performance Contract Consulting services, including: setting energy performance goals; updating NYSERDA audits; preparing a 12 year capital plan; drafting an M&V plan including operational procedures, baseline, and 1st year; assisting with A&E selection; coordinating funding requests with agencies. HDC NYCEEC Energy Retrofit Loan Program 3
4 This project was completed under NYSERDA's MPP program which required a comprehensive scope of work. Over the entire 8 property project, 67 ECMs were recommended. The project scope was configured so the PHA had a positive cash flow from savings. Private bonds were floated for the entire construction cost, supported by incentives from NYSERDA and work supplied by WAP. This was a not-to-exceed contract. The original schedule was extended to match the expanded scope of the project from $3 million to $8 million, and the expanded project was completed on time. Please select which of the following best describes the nature of the efficiency work: Standalone energy and/or water efficiency upgrade Energy and/or water efficiency improvements as part of comprehensive capital work Pre-Retrofit Savings Projection vs. Actual Savings Metric Projected (Pre-retrofit) Actual (Post-retrofit) Total building $ $ savings $/unit 828 $/unit 1078 % reduction 35 % reduction 37 Electric savings $ $ $/unit 267 $/unit 287 % reduction 30 % reduction 17 Fuel savings $ $ $/unit 560 $/unit 791 % reduction 37 % reduction 53 Project Results Retrofit cost: $ Retrofit cost: $9704/unit Simple payback calculation: 12 Years Please list any incentives and/or subsidies received: NYSERDA MPP, $ 1,252,300 WAP, $ ARRA, $ , $ Additional Comments (please limit your response to 100 words): Achieved savings of 375,230 therms of natural gas and 1,558,373 kwh. CASE STUDY 2 General Building Information 1421 Jefferson Davis Highway, Arlington, Virginia Number of buildings: 1 Gross square footage: Number of units: 0 Number of floors: 12 HDC NYCEEC Energy Retrofit Loan Program 4
5 Year constructed: 1968 Retrofit date (start to completion): Please select one for each of the following: Heating Fuel Electric Heat Pump Other (please specify): Heating Distribution Hot water Other (please specify): Electric Metering Master-metered Other (please specify): Please select all that apply: Market Mitchell Rate Affordable Lama Rental Condo Co-op Project Information The retrocommissioning process of this commercial building consisted of a site assessment, energy use breakdown, sensor calibration and Functional Performance Testing, development of a master list of findings in order to systematically evaluate equipment / system performance. Through this process multiple issues were identified and corrected, low cost / no cost and capital improvements were identified with costs and saving estimated, and sequences of operation evaluated. Multiple measures were identified though Functional Performance Testing, BAS review, and equipment / system operation with the potential to reduce energy use and improve system operation. Measures where savings could be reasonably calculated are listed below: ECM-1: Temporarily Disable Malfunctioning AH-19 Upper Preheat Coil Until Repaired ECM-2: Correct AH-19 Return Fan Tracking Algorithm ECM-3: Replace AH-19 Supply Air Static Pressure Transducer ECM-4: Convert Constant Volume Condenser Water and Chilled Water Pumping to Variable Volume Pumping ECM-5: Disable Chiller Cycling During Periods of Low Ambient Outside Air Temperature ECM-6: Revise AH-20 Static Pressure Reset ECM-7: Reduce AH-19 & AH-20 Preheat Coil Discharge Temperature Setpoint ECM-8: Properly Sequence Chilled Water Cooling Coil Control Valves with Airside Economizers to Reduce Mechanical Cooling HDC NYCEEC Energy Retrofit Loan Program 5
6 Completed from October 2011 to January Please select which of the following best describes the nature of the efficiency work: Standalone energy and/or water efficiency upgrade Energy and/or water efficiency improvements as part of comprehensive capital work Pre-Retrofit Savings Projection vs. Actual Savings Metric Projected (Pre-retrofit) Actual (Post-retrofit) Total building $ $ savings $/unit 0 $/unit 0 % reduction 11 % reduction 34 Electric savings $ $ $/unit $/unit % reduction 11 % reduction 30 Fuel savings $ $ $/unit $/unit % reduction % reduction Project Results Retrofit cost: $ Retrofit cost: 0 Simple payback calculation:.3 Years Please list any incentives and/or subsidies received:, $, $, $, $ For above 8 ECMs and system improvements: Implementation Cost: $36,500 Annual Consumption Savings: 2,367,958 kwh Annual Cost Savings $127,981 SimplePayback Period (years) From October 2011 to October 2012, Two Jefferson Plaza's ENERGY STAR score increased from 77 to 89. During the same period, the energy cost/sf decreased from $2.01 to $1.56. Additionally, electric use decreased 34% and annual energy cost decreased 22%. Tallman Towers, Nyack, New York CASE STUDY 3 General Building Information HDC NYCEEC Energy Retrofit Loan Program 6
7 Number of buildings: 1 Gross square footage: Number of units: 83 Number of floors: 7 Year constructed: 1968 Retrofit date (start to completion): Please select one for each of the following: Heating Fuel #2 Oil Other (please specify): Heating Distribution Two-pipe steam Other (please specify): Electric Metering Master-metered Other (please specify): Please select all that apply: Rate Market Affordable Lama Mitchell Rental Condo Co-op Project Information This project included the energy portion of an extensive rehabilitation to improve and upgrade various components and systems through the Low Income Housing Tax Credit and NYSERDA MPP programs. SDA conducted a Level 3 audit, working in conjunction with the owners and designers. Audit recommendations, implemented scope of work, and reasons for selecting specific energy and water efficiency measures:the energy audit report identified 13 improvements including: window replacement, lighting modifications, refrigerator and DHW heater replacement, pump and compressor removal. Conversion from #2 fuel oil to natural gas was implemented by the owner. Conformance to originally proposed schedule and budget: This was a not-to-exceed contract and completed on schedule. Please select which of the following best describes the nature of the efficiency work: Standalone energy and/or water efficiency upgrade Energy and/or water efficiency improvements as part of comprehensive capital work Pre-Retrofit Savings Projection vs. Actual Savings Metric Projected (Pre-retrofit) Actual (Post-retrofit) Total building $ $ savings $/unit 864 $/unit 570 % reduction 38 % reduction 26 Electric savings $ $ 3419 HDC NYCEEC Energy Retrofit Loan Program 7
8 $/unit 261 $/unit 41 % reduction 29 % reduction 4 Fuel savings $ $ $/unit 602 $/unit 529 % reduction 45 % reduction 40 Project Results Retrofit cost: $ Retrofit cost: 4852t Simple payback calculation: 5 Years Please list any incentives and/or subsidies received: Low Income Housing Tax Credits, $ WAP, $ NYSERDA MPP, $ , $ Additional Comments (please limit your response to 100 words): Achieved savings of 48,100 gallons of oil and 33,360 kwh. Provided complete Partner services, culminating in Measurement and Verification of achieved energy savings. While the overall savings achieved were lower than expected, the client was very pleased with the results. All costs were calcuated at the projected fuel cost rate. HDC NYCEEC Energy Retrofit Loan Program 8
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