The document provides an overview of a technical guide for incorporating energy efficiency into HOME-funded affordable housing projects. It discusses the purpose and history of the guide, how it is organized, and how project staff, CHDOs, and developers can use it. The guide contains strategies for encouraging efficiency, descriptions of common measures, tools for determining cost-effective measures, and energy and cost savings models for different climate zones. It is intended to help stakeholders identify and promote appropriate efficiency actions for various project types.

1. Incorporating
Energy Efficiency
into
HOME-funded Affordable
Housing Development
Developed By:

2. Who We Are
►Workshop sponsor
● HUD CPD San Francisco Regional Office
►Session developed by ICF International
● Katherine Daniel, Presenter
2

3. Ground Rules
►Ask Questions
►Share Ideas and Strategies
►Learn Together
3

4. Introduction
to the
Technical Guide
4

5. Purpose of the Technical Guide
►Energy Efficient measures
reduce the use of limited resources
►HUD adopted Energy Efficiency Guidelines
● Energy Star New Homes in eligible New
Construction
● Maximum feasible efficiency in Rehab
►PJ staff play key role in promoting efficiency
in development
►PJ staff need tools to understand, determine,
and promote efficiency measures
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6. History of the Technical Guide
► Started in the Central Valley
● Project purpose
― To provide tools needed to adopt reasonable and appropriate
energy efficiency measures into localities public policy
● Worked with several communities to understand:
― HOME practices and procedures
― Efficiency goals
● Modeled savings achieved
by various efficiency measures
● Created manual that included:
― Actions PJ staff could adopt to encourage efficiency
in development
― Recommendations and descriptions
of the most useful measures
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7. History of the Technical Guide
►Broadened original scope
● Description of common measures to improve energy
efficiency in different project types
● Description of the strategies to encourage energy
efficiency into different project types
● Description of tools for determining the measures
most appropriate to the community
● Energy and Cost Reduction models of most effective
measures for four applicable climate zones
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8. How to Use
the Technical Guide
8

9. Who Can Use the Technical Guide
►PJ staff
►CHDOs
►Developers
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10. How the Technical Guide Is Organized
►Part 1—Energy Efficiency Strategies
and Approaches
● New Construction, Rehabilitation,
and Homeowner Assistance
―Common Efficiency Measures
―Encouraging Incorporation of Measures
● Tools to determine cost effective measures
● Partners for Leveraging Resources
● Related Programs
―Renewables and Green building
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11. How the Technical Guide Is Organized
►Part 2—Regional Energy Efficiency
Recommendations
● Weather and non-weather sensitive measures
―Non-weather sensitive measures apply anywhere
―Weather sensitive measures appropriate only in some
areas
● Four climate zones listed
―California Central Valley
―San Francisco Bay Area
―Mountainous
―Desert
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12. PJ Staff
►Determining Measures
● Identify type of project
● Review common measures associated
with project type
● Analyze costs and savings of measures
● Identify measures to promote
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13. PJ Staff
►Promoting Efficiency Measures
● Identify project type
● Adopt measures
● Determine promotion strategy
● Prepare for possible resistance
● Establish partnerships to facilitate
implementation
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14. CHDOs and Developers
►Select Measures to Incorporate
in Projects
● Identify type of project
● Review common measures associated
with project type
● Analyze costs and savings of measures
● Identify measures to promote
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15. General Topics of Interest
If your goal is to understand… See Section(s)…
Part 1
The ENERGY STAR program 1
Measures and processes associated with the ENERGY STAR New Homes program for new construction projects 2.1 – 2.2
How to incorporate ENERGY STAR requirements into a HOME new construction / major rehabilitation program 2.3
Creating incentives for efficiency measures in a new construction / major rehabilitation program 2.3.2
Specific efficiency measures to incorporate into an existing HOME affordable housing program 3.1, 3.2.1, 3.3
How to incorporate efficiency requirements into an existing HOME moderate / minor rehabilitation program 3.2
Benefits of incorporating efficiency measures into multi-family buildings 3.1.1
Creating incentives for efficiency measures in a moderate / minor rehabilitation program 3.2.2
How to estimate the energy and cost savings of incorporating efficiency measures into a rehabilitation project 3.1.2, 4.1-4.3
How to estimate the energy and cost savings specific efficiency measures could create in a specific new construction
4.3
or rehabilitation project
The roles of partners for a program focused on incorporating efficiency measures into an affordable housing project 5
Programs focusing on sustainability other than energy efficiency 6-7
Part 2
Recommendations about non-weather sensitive efficiency measures to consider for projects 2
Recommendations about weather sensitive efficiency measures to consider for projects in a specific climate zone 3
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16. Questions and Answers
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