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Presenter : Margaret Dwyer, AICP October 22, 2008. Evaluating TDM: Charlotte, North Carolina Case Study. URS TDM Services. National TDM Services Turn-key Program Management Employer Outreach Community/Public Involvement Marketing Services Incentive-Program Development

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Presenter margaret dwyer aicp october 22 2008


Margaret Dwyer, AICP

October 22, 2008

Evaluating TDM: Charlotte, North Carolina Case Study

Urs tdm services
URS TDM Services

  • National TDM Services

    • Turn-key Program Management

      • Employer Outreach

      • Community/Public Involvement

      • Marketing Services

      • Incentive-Program Development

      • Safe Routes to Schools Programs

      • Training (Commuter Choice)

    • Program Service Areas

      • Massachusetts, Birmingham, Charlotte, Harrisburg, Atlanta, Southwest Florida, Las Vegas

      • Long Island, Minneapolis, Tampa

Presentation overview
Presentation Overview

  • Focus on Charlotte, North Carolina, Evaluation

  • Air Quality Improvement Program

  • Pilot Testing NOx Reduction Strategies

  • Program Outcomes

  • “Lessons Learned”

  • Questions/Comments

Business case
Business Case

  • Key Economic Considerations:

    • Traffic congestion is worsening, impacting commute times, and shipping times

    • Industrial permitting standards are becoming more difficult to obtain and maintain

    • Employee, public health risks and related health costs are rising

    • Quality of life suffers in Charlotte, as a result of traffic and air quality factors

Prior attempts had failed
Prior Attempts Had Failed

  • What Hadn’t Worked?

    • Addressing episodic issues rather than sustainable change

    • Offering an unstructured approach

    • Failing to offer the business community one-on-one assistance

    • Failing to create regional momentum

    • Offering limited on-site assistance to employees

What was needed
What Was Needed?

  • Program Success Factors:

    • A structured, voluntary approach to reduce emissions

    • A year-round program to sustain activity

    • Ongoing support from the business community

    • Public relations/marketing to educate and continue to raise awareness

    • Financial incentives to encourage mode-shift away from “drive-alone” commuting

    • Implementation of solutions before mandatory regulations are enacted

Charlotte program overview
Charlotte Program Overview

  • Project Planning Period

    • Initial Mandatory Concept, 2004

    • Chamber “Test” Pilot, Summer 2005

    • Regional Air Quality Board Formation

    • Consultant Selection, Winter 2005

  • 2006 Air Quality Pilot Program

  • 2007-2008 Program Expansion

Regional aq board
Regional AQ Board

  • Regional Air Quality Board established in December 2005

  • Mission: to facilitate collaborative efforts among businesses and public entities to address regional air quality issues

  • Supported a regional Pilot Program: Clean Air Works!

    • An 8-month air quality initiative

    • Program implementation June-September

    • Program funding from Mecklenburg County and CMAQ dollars

Pilot program
Pilot Program:

  • Pilot Goals Were:

    • To determine the best approaches to encourage employees to change commuting behaviors;

    • To motivate commuter mode shift;

    • To track worksite/employee participation; and

    • To motivate employers to change their business practices to lower emissions.

  • Business Involvement Goal:

    • To secure participation by 50 of the largest companies in the 8-county Metrolina Region

Clean air works
Clean Air Works!

  • Program Components:

    • Offered businesses a customized campaign for their employees

    • Adjusted programs to fit with corporate guidelines and individual companies’ preferences

    • Business partners received one-on-one program support, tracking, and marketing/PR throughout the project

Program features
Program Features

  • Worksite Commute Programs:

    • Carpooling: ridematching for employees; preferred parking and signage for carpoolers

    • Adjustable work schedules to avoid high commuting times (flex schedules, compressed work weeks)

    • Vanpooling promotions and match funds for vanpool start-ups during pilot

    • Try It Incentives: for employees who try alternatives to driving alone on designated days

    • Operational programs: anti-idling; delayed refueling

Program features1
Program Features

  • Evaluation Strategies

    • Worksite assessments to determine existing business practices

    • Customized Employer Action Plans

    • Online commuter tracking system established to record travel behavior

    • Mid-summer program assessments

    • End of program review

Program features2
Program Features

  • Public Relations Components

    • Business recruitment in March 2006

    • Partner Kick-Off Breakfast May 2006

    • “Clean Air Challenge” June-September

    • Media coverage highlighted program activities and participants

    • Final awards celebration October 2006

Business partners by october 2006
Business Partners by October 2006

Alltel Wireless

American & Efird

Bank of America

Belk, Inc.


Bissell Companies


Burchette & Associates

Carolinas Medical Center

Carolinas Medical Center - Pineville

CaroMont Health

Central Piedmont Community College

Charlotte Chamber of Commerce

The Charlotte Observer

Charlotte Pipe & Foundry


Coca-Cola Consolidated

Compass Group

Dixon Hughes

Duke Energy

Environmental Building Solutions

Family Dollar Stores

First Charter Bank

Food Lion

Froehling & Robertson

Harris Teeter

Hospitality Tourism Alliance

Johnson C. Smith University

Johnson & Wales University

Kennedy Covington

Lash Group

Loftin Printers


Moore & Van Allen

National Gypsum

Northeast Medical Center

Pharr Yarns

Piedmont Natural Gas

PSNC Energy

Quaero Corporation

Pharr Yarns

Radiator Specialty Company

Springs Global


Superior Seeding


Time Warner Cable

Tuscan Development

University of North Carolina Charlotte


Winthrop University

York County Chamber of Commerce

York Technical College

2006 outreach outcomes

52 Employer partners

13,875 Surveys completed

56,283 Employees participating

1,798 Commuters tracking mode use monthly

37,775 alternative trips captured (23% new)

411,650 vehicle miles reduced (19% new)

128 new commute & operational programs

34 Incentive programs implemented

2006 Outreach Outcomes

Sample programs
Sample Programs

  • Duke Energy- Implemented a $50 transit/vanpool subsidy; this fostered a 37% increase in transit pass sales at their Uptown location

  • Moore & Van Allen- Implemented a 10-trip transit pass program; 11 employees gave up their parking spaces and switched to using transit full time

  • Harris Teeter- HT implemented an anti-idling policy for their distribution center and fleet of vehicles; with 1,200 deliveries each week, HT reduced 196 pounds of NOx in one month

  • Between June and July, Clean Air Works! tracked an increase from 6,354 to 14,027 in alternative-mode trips reported at Partner worksites

Program features3
Program Features

  • Media Highlights

    • Secured over 70 placements in print, radio, television and online

    • Reached over 20 million readers, listeners and viewers within the target market

    • Media outlets include:

      • Charlotte Observer (including Cabarrus, Union, Gaston and York sections)

      • Charlotte Business Journal

      • The Herald (Rock Hill)

      • Salisbury Post

      • The Mecklenburg Times

      • Charlotte Magazine

      • Charlotte Chamber’s newsletter, Ventures




Nox emissions reduced
NOx Emissions Reduced

  • Daily



  • Monthly



Nox emissions reduced1
NOx Emissions Reduced

  • Daily



  • Monthly



Phase two
Phase Two:

  • Program Continuation through 2007

    • Year-round effort

    • Sustained commute/business practices

    • New Operational Focus with onsite operational audits

  • Operational Audits

    • Customized energy assessments

    • Onsite “walk-throughs”

    • Summary of findings with recommendations for implementation

    • Follow up

New operational audit service
New Operational Audit Service

  • Audit consists of:

    • Introductory meeting and audit overview

    • Audit interviews with key facility personnel

    • Walk-through of facility

    • Examination of how facility uses energy

    • Cost of that energy

    • Review of emission reduction opportunities

    • Targets for one or two specific areas for examination

Audit features
Audit Features

  • Focus on:

    • Fuel, electricity and water-consuming equipment;

    • Controls;

    • Ancillary and operational process;

    • Building envelope;

    • Renewable energy supply;

    • Maintenance practices and fleet management

What do companies provide
What do Companies Provide?

  • Company Provides Information On:

    • Energy and fuel usage

    • Information on utility rate structures

    • Physical and operational data

      • Description of operations

      • Hours

      • Production levels

      • List of major energy consuming equipment

Post audit actions
Post-Audit Actions

  • After the audit, the employer receives a customized report which includes:

    • Energy usage cost information

    • NOx patterns

    • Facility recommendations and action plan

      • Include ideas to reduce emissions on high ozone days

  • Staff will work to help implement the action plan

Sample results
Sample Results

  • Identified natural gas usage reduction opportunities related to space heating in dock and warehouse areas that will save approximately $14,000 (US) per year with almost no capital expenditure.

Sample results1
Sample Results

  • Identified lighting retrofit to save an additional $17,000 (US) per year

  • Identified additional savings from compressed air leak survey

  • Total operational NOx emission reductions from these changes are over 1T/yr at this warehouse and light mfg facility


  • AQ Training (1000 employees)

  • AQ Alerts on Intranet

  • Gate Greetings/Events

  • Anti-Idling Policy

  • Letters To Vendors

  • CAW Operational Audit

  • Lighting Replacement Project

  • Increased Unoccupied Hours of HVAC

  • Air Quality Flag Program

  • Preferential Parking Program

  • Employee Refueling Raffle

  • Commuter Carpool Raffle

American efird

Delayed Refueling of Fleet Vehicles

Commuter & Fleet Driver Refueling Raffles

‘Stay In For Lunch’ Weekly Raffles

‘Free Fridays’ Cafeteria Item

Onsite Check Cashing

Energy Star Computers

Motion Detector Lighting

“Turn It Off” Energy Saving program

American & Efird

  • Kickoff Events (20)

  • Air quality education for all 1,300 employees

  • Information in new hire packets

  • Telework Pilot Program

  • Gas Cap Check events

  • ‘Try It’ Day events

  • CAW Operational Audits (2)

Duke energy
Duke Energy

  • 100% Transit & Vanpool Subsidy

  • Installation of Bicycle Racks

  • Kickoff Events and ‘Try It’ Days

  • Flexible work schedules

  • Telework Initiative

  • Anti-idling policy

  • One setting for thermostats

  • Refuel company vehicles between 7pm and 6am

  • Hybrid fleet vehicles

Continued program success
Continued Program Success

  • 2007 Program Results:

  • 130,242 alternative trips reported

    • 57,170 transit trips

    • 53,445 carpool trips

    • 8,339 vanpool trips

    • 4,294 trips reduced by telecommuting

    • 3,499 walk trips

    • 3,495 bike trips

  • 1,741,437 vehicle miles reduced

  • 2,573 lbs. of emissions reduced by commuters

  • 106,336 lbs. of emissions reduced by operational practices

* Up from 37,000 in 2006

* Up from 411,000 in 2006

Program has expanded to 100 partners
Program Has Expanded To 100+ Partners

Piedmont Medical Center

Piedmont Natural Gas

Pratt Industries

PSNC Energy

Quaero Corporation

Radiator Specialty Company

Robert Bosch Tool Company



Sole Spanish Grille

Southern Building Maintenance Company

Springs Global

SPX Corporation

Superior Seeding


Time Warner Cable

The Herald


Tube Specialties

Tuscan Development

Tyco Electronics

UNC Charlotte

Union County Chamber

URS Corporation

US GreenFiber

US Security




Winthrop University


York County Chamber of Commerce

York Technical College

Zen Asian Fusion

Duke Energy

Elmer’s Products

Environmental Building Solutions

First Charter Bank


Food Lion


Froehling & Robertson

Gaston County Chamber of Commerce


Goodwill Industries

Grant Thornton

Greater Statesville Chamber

Harris Teeter

Helm Mulliss Wicker

Houser Transport

Hunton & Williams


Johnson & Wales University

Johnson C. Smith University

Kennedy Covington


Lash Group


Lincolnton-Lincoln County Chamber

Littler Mendelson

Loftin Printers


McGee Brothers

Moore & Van Allen

National Gypsum

NewDominion Bank

Pharr Yarns

Alltel Wireless

American & Efird


AXA Equitable

Baker & Taylor

Bank of America



Bissell Companies

Blythe Brothers Ashphalt

Blythe Brothers Development


Burchette & Associates

Carolinas Healthcare System

CaroMont Health

Charlotte Regional Partnership

Charlotte Regional Visitor’s Authority

Bobcats Arena

Charlotte Convention Center

Crickets Arena

Ovens Auditorium



Charlotte Chamber of Commerce

The Charlotte Observer

Charlotte Pipe & Foundry

Citi Fort Mill

Coca-cola Consolidated

Compass Group


Crescent Resources

Dixon Hughes

Feedback from employers
Feedback from Employers

“I have continually been impressed both by the entire team’s attitude toward their work and their performance on this project….”

T. Randolph Perkins, Moore&VanAllen

“We have been very impressed with the dedication of the entire Clean Air Works! team throughout this important project…”

John Eapen, VP Environmental Health & Safety American & Efird

“Harris Teeter would like to see the Clean Air Works! become a year-round effort…”

Terrie Priore, VP Benefits & Administration

“Thank you all for your efforts to provide UNC Charlotte with an important program to unite us with the greater Charlotte community to improve air quality…”

Wayne Walcot, Sr. Associate Provost,

“The team’s enthusiasm, resourcefulness, and hands-on assistance made offering and promoting these programs easy…”

Thomas Pizzo, President

Key findings
Key Findings

Aggressive outreach efforts are critical to success

Results can be achieved quickly

Accountability is key

Incentives played a key role in changing and sustaining behavior

Umbrella organization supported transportation/AQ options in the region


NC Air Awareness

MCAQ (Gas Cap Checks/Change-a-Light events)

Questions comments

Margaret Giery Dwyer, AICP

URS Corporation, TDM Services

678.808.8969 – Atlanta office