Monthly Review and Monitoring against LY, other buildings and Benchmarks

1. Sustainable Housing Program: Conserving Resources in Multi-family Buildings Decision Making Project Development Monitor and Manage Assess Plan (5-10 years) Review Construction Commissioning Auditor/Technician Asset Manager/Operations Asset Manager Project Manager/General Contractor Financial Advisor/Bank Energy Concierge/Developer/ESCO Resource Conservation Manager RCM Work Completed Monthly Review and Monitoring against LY, other buildings and Benchmarks Walk through review or portfolio analysis based on known building and utility data Investment Grade Audit by Energy Technician and Comprehensive recommendations Contractor Bids Cost Benefit Analysis Monthly Review and Monitoring against Projected Energy and Water Use Work Begins Process Steps Decision and Implementation Plan (phases?) Explore Anomalies and make Operational Adjustments Custom Path or prescribed Incentives with utilities Commissioning with Building Staff Ongoing Tenant Education, Reporting and Incentives Quality Assurance Identify buildings with opportunities vs. goals and plan for assessments/ potential work Mechanical Engineering Assessment (as needed) Create upgrade timeline coordinating replacements, budgets, remodels, etc. Operations and Mechanical Adjustments – potentially paid by ESCO or Insurer Approval and Contracting Commissioning with Building Tenants Financing Funding Options - on bill, loan, etc. Enclosure and other Specialists (as needed) All Water, Energy and Building Data in Portfolio Manager Maintenance Program Implemented Deep versus phased, low hanging fruit, renewables, incentive availabilities, etc. Need averages, goals for similar buildings by use, tenants, building type, possibly from city benchmarking Standard contract formats 10 year projection of energy rates published by OSE or other authority Qualified High Road Contractor Pool Data, Tools, Processes Quality Standards based on establish weatherization Recommended measure best practices – Evergreen Standard, Built Green, DOE WABTAC, meet utility incentives requirements Portfolio Manager, Energy Score Cards, Weegowise, etc. Create link directly to Portfolio Mgr. Audit Protocols - ASHRAE, Green Communities, Treat Weatherization, SEEM, BPI, etc. NBI First View to assess oppts, and Portfolio Manager or Similar Tool to plan Finaning Options: Banks, CDFI, WSHFC, Tax Credits, municipal etc. Tenant Behavior Modification Programs Building Operator Certification, BOMI, or other Ratings/Feedback on Contractor Work