cacm - implementing sustainable strategies utilizing reserves
TRANSCRIPT
Implementing Sustainable Strategies Utilizing Reserves
CACM wishes to thank today’s sponsors for their generosity:
California Association of Community Managers, Inc.
Implementing Sustainable Strategies Utilizing Reserves
September 2009
Coachella Valley Educational Forum
California Association of Community Managers, Inc.
The panelThe panel
Damian Esparza, SmartProperty.comDamian Esparza, SmartProperty.com
Matt Davenport, Monarch EnvironmentalMatt Davenport, Monarch Environmental
Scott Weiss, Three Phase Electric, Inc.Scott Weiss, Three Phase Electric, Inc.
Inevitable TransitionInevitable Transition AB 1881AB 1881
Smart timers only by 2012.Smart timers only by 2012. AB 32AB 32
Emissions back to 1990 standards by 2020.Emissions back to 1990 standards by 2020.
McKinsey StudyMcKinsey Study Holistic implementation strategy Holistic implementation strategy
recommended to recommended to achieve $1.2 trillion in savings achieve $1.2 trillion in savings by 2020.by 2020.
Agenda
1. The Problem
2. Goals
3. Terminology
4. The Process
5. Case Studies
Look around, it is not business as usual.
The ProblemThe Problem
2005 2008Lake Oroville
The Problem
Lake MeadColorado River
San Luis Reservoir
The Problem
Goals
1. Measurability Tools
2. Pattern for Success
3. Demonstrate Ways to Pay
What budget items do community managers have control over?
Terminology
Smart Technology
The Process
Evaluate
Coordinate
Design
Analyze
Implement
Review
Step 1 – Evaluation1. Metrics
2. Usage
3. Benchmarks
4. Determine Savings
Ex: Water Usage Report“If you cannot measure it, you cannot improve it.”
-Lord Kelvin
Step 2 – Coordinate Team
1. Assemble the Team
2. Who’s the Quarterback?
3. Communicate
4. Vision
5. Goals
6. Timelines
Step 3 – Sustainable Design• Develop a Plan - “Baby Steps”
• List Priorities
• Do Easy Things First
• Develop Requirements
• Determine Budget
• Review Options
Step 4 – Perform Cost Benefit Analysis
• Determine ROI
• Perform savings impact on reserve funding
• Sell “Savings for Tomorrow”
Step 5 – Implementation1.Communication
2. Adjust reserve components for future replacement
3.Track Changes
4.Measure Results
Step 6 – Review
1. Annual Check-Ups
2. Verify Savings
3. Review Needs
4. Make Improvements
Landmines to Avoid
Case Studies
Landscape Sustainable Case Study
• Tierra Mesa HOA
• 138 Unit Condo
• 2.5 Acres
• San Diego
Step 1 - Evaluation
Step 2- Assemble the Green Team
Community Manager
Landscape ProBoard Member
Collaboration
Landscape Committee Member
Landscape Consultant
Additional Green Team Members
Plant ProviderWater Report Provider
Landscape Architect
Reserve Pro
Communication
BankerAttorney
Step 3 - Sustainable Design
• Determine water use
• Water usage report @ watersmartconservation.org
• Re-program the controllers
• Install MP Rotators
• Install smart controllers
• Develop a plan @ watertowaterproject.com
Recommendations
Step 4 - Perform ROI Analysis
• Current Cost of Water: $31,890
• Estimated Water Savings: 25%
• Annual Savings: $7,972
• Proposed Cost: $13,240
• ROI: 20 Months
Savings Impact on Reserve Funding
Water Savings Potential: $26,777
Before
After
Water Savings
+ Reserve Contributions
= Savings for Tomorrow!
Step 5 - Implementation
• ½ of Proposed Project Costs including:
• Review water bills and site
• Re-programming irrigation controllers
• Installing MP Rotators on large turf areas
Board Approved
Approved Project Costs$6,840
Step 6 – Review Results
• Compared to previous consumption period of May-Aug 2008
• Month 1 and 2 50% Savings = $3,778
• Month 3 Savings = $2,529
• Return on $6,840 investment: 3.5 months!
Board Member
“We did not expect a 3.5 month ROI. This really shows us that our investment was very much needed and worth the money”
What’s the Difference?
Before
After
The Difference is…..
In 4 months, the association has saved 315,000 gallons of water that would have cost them $1,310. The area looks great and both the board and the plants are happier.
Case Study – Sustainable Energy
• Cabo Del Rio HOA
• 240 Unit Condo
• 10 Buildings
• Underground Parking
• Clubhouse
• Pool/Spa/Tennis/Rec
• Park Areas
Sustainable Energy Case Study
Step 1 - Evaluation
• Retain a Lighting or Energy Consultant
• Evaluate all Lighting Assets (Reserve Study)
• Benchmark = Lumens per Watt
• Potential Cost Savings
• Use Actual Numbers
• Utilize Sustainable Technologies
Step 2- Assemble the Green Team
Community Manager
Certified Energy/Lighting Consultant
Board Member
Collaboration
Energy Committee Members
Additional Green Team Members
Reserve ProBanker
Attorney Collaboration
Step 3 - Sustainable Design
• Retrofit all Incandescent Decorative Wall-mount Fixtures with Fluorescent
Recommendations – Level I
Step 3 - Sustainable Design
• Replace all Underground Parking Strips with High Efficiency Fixtures
Recommendations – Level I
Step 3 - Sustainable Design
• Replace all Pool and Spa Light Fixtures with LED Fixtures
Recommendations – Level I
Step 3 - Sustainable Design
• Rewire Underground Parking Lighting Circuits for Day/Night Transitional Control
• Timeclock Control of all Decorative Landscape Lighting
Recommendations – Level II
Step 3 - Sustainable Design
• Install a Photovoltaic Solar Energy System on each roof (11 buildings)
Recommendations – Level III
Step 4 - Perform ROI Analysis
Wall-mount Retrofit $4,275 $12,780 4 moUnderground Parking $29,000 $17,975 < 2 yrPool Lights $2,400 $544 ~4.5 yr
Level 1 Recommendations Project Cost Energy Savings ROI
_____________________________________Totals $35,675 $31,299 < 2 yr
Lighting Control $21,500 $3,942 < 5 yrLevel 2 Recommendations
PV Solar System(1) $144,000 $13,245 < 11 yrPV Solar System(2) $0 $1,480 NA
Level 3 Recommendations
(1) Cost after Rebate and Creative Tax Credit(2) Utilizing a Power Purchase Agreement
Savings Impact on Reserves
Before
After
Level 1 Recommendations
Energy Savings
+ Reserve Contributions
= Savings for Tomorrow!
Energy Savings: $31,299
Step 5 - Implementation
• All Level I Recommendations including:
• Retrofit Wall-mounts
• Parking Fixture Replacements
• LED Pool Lights
Board Approved
Approved Project Costs$35,675
Step 6 – Review Results
• Improved Lumen Maintenance and Visibility in Parking Garage
• Energy Savings of $15,190 in Six Months
• ROI in 16 Months
• Maintenance Savings of $975 each Year
= Hero
Can we utilize reserve Can we utilize reserve funds?funds?
YesYes Member voteMember vote Word ballot for approval of:Word ballot for approval of:
Expenditure from reservesExpenditure from reserves Capital improvementCapital improvement
Conclusion
In memoriumIn memorium
January 13, 1937 – August 25, 2009
Nora Jaeschke, CCAM, PCAMWe gratefully acknowledge the contributions Nora made to this program.
Her continuing influence reminds us to work passionately and accomplish what we care about.