HomeMy WebLinkAbout2010-06-02 EHA MINUTES..
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I. CALL TO ORDER
ENGLEWOOD HOUSING AUTHORITY
BOARD OF COMMISSIONERS
Regular Meeting
June 2, 2010
The Regular Meeting of the Englewood Housing Authority Board of Commissioners was
called to order at 4:00 p.m. on Wednesday, June 2, 2010 at 3460 South Sherman Street, Suite
203, Englewood, Colorado, 80113, by Chair, Ernie Arterburn.
II. ROLL CALL
Members Present:
Members Absent:
Also Present:
Ernie Arterburn, Chair
Beverly Bradshaw, Commissioner
Charles Carter, Commissioner
Jennifer Haynes, Commissioner (Delayed)
James Woodward, Mayor& Council Liaison
Rodger Hara, Vice Chair (Excused)
Diane Ostmeyer, Alternate
Dawn Shepherd, Executive Director
Renee Tullius, Administrative Manager
Geula Sherman, Financial Services Manager
Jim Hamit, Operations Manager
III.SCHEDULED VISITORS
David Koch, Johnson Controls, Inc. (JCI)
Carrie Thomas, Johnson Controls, Inc.
Stephen Rivera, Johnson Controls, Inc.
Mr. Koch's presentation included:
• the steps EHA and JCI had taken to complete the energy audit and to analyze and choose
the Energy Conservation Measures (ECMs) to be included in the contract;
• the details of the improvements planned;
• the financial worksheets delineating the savings, the expenditures and the cash flow; and
• the next steps of the process.
Mr. Koch referenced pictures boards depicting the resident receptions and the residents
completing surveys. He stated that the purpose of the improvements is to provide the residents
with high quality living conditions while lowering energy costs. EHA residents have been very
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cooperative with JCI during the energy audit. The surveys had a 75% response rate , the highest
of any building JCI has ever surveyed. Cooperation between the EHA and JCI staffs was
exceptionally good. Rarely does the process follow the schedule set out in the RFP as the staff
members have done in this project.
The basic concept of an Energy Performance Contract (EPC) is that energy savings will pay for
the improvements made by utilizing leveraged 3rd party funds. The loan payments will be made
from the monetary value of the energy savings realized. This has the additional advantage of
freeing up capital for other projects. For example, EHA is able to blend boilers for the high rise
buildings and hot water heaters for the family units, which need to be replaced with or without an
EPC, into the EPC freeing up that capital to address other issues. Other benefits are the comfort
and safety of the living conditions, increasing the value and marketability of assets and providing
a local economic stimulus.
Many Energy Conservation Measures (ECMs) were evaluated by EHA; some were discarded.
Hallway lights on motion detectors for example were discussed but deemed inappropriate for
senior buildings. Mr. Koch referenced two sets of worksheets that had been distributed. Public
Housing ECMs are evaluated on one set of work sheets; Simon Center and the Office Building
on a second set of worksheets as public housing captures savings differently from Simon Center
and the Office Building since public housing has an Annual Contributions Contract with HUD.
A review of the ECMs followed focusing on lighting, thermostats and boilers/hot water heaters.
The calculations utilize a 3% escalator. The aerators, showerheads, Safe-T elements, toilets and
thermostats were displayed .
Individual, wireless, programmable thermostats will be installed at Orchard Place. The
programmable temperature will be set within limited parameters and residents will be trained in
their use. The wireless DDC thermostats to be installed in Simon Center have been used in
commercial applications for many years and are elderly friendly.
Three different types of temperature control systems were evaluated at each building. The type
chosen for each building had the most advantageous cash flow. The results of the temperature
loggers that were placed in the apartments are the basis for the temperature parameters on the
programmable thermostats.
Commissioner Haynes inquired as to cleaning methods of the Safe -T elements and
Commissioner Bradshaw asked if they changed color to indicate if they were hot. Dawn
Shepherd will contact the Housing Authority in Grand Junction to determine their experience
with them. Commissioner Carter verified that JCI staff or contractors would be responsible for
the toilet replacement. Mr. Koch stated that JCI, as general contractor, would be responsible for
everything.
Commissioner Carter suggested replacing the air conditioners in the sitting rooms on each floor.
EHA staff had determined that EHA staff would be responsible for that particular project.
The cash flow analysis does include the service agreements for each building. The service
agreement for Simon Center is more expensive than Orchard Place as in includes service calls as
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well as a biannual checkup. As the system at Simon Center is more complicated and involved
many new thermostats, new piping and valves the possibility of additional service needs was
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Mayor Woodward noted that the payback period on some items is longer than their expected life.
Carrie Thomas indicated that a replacement fund is included in the analysis. Provision is made
to replace those items with a life expectancy of less than 20 years.
Commissioners Bradshaw and Haynes made inquiries into the overhead, profit and travel
expenditures line items. A number of the JCI team members working on the project fly into
Denver from other offices.
It was noted that contingencies were included in the cash flow analysis as well as a capital
contribution by EHA in the Orchard Place project. The capital would be used to buy down a
loan. JCI would negotiate step lease payments with a lender so that EHA is not in a negative
cash flow position during any year. EHA will purchase and own all improvements.
JCI staff will monitor the performance of the ECMs through measurement and verification of the
energy saving. JCI, as long term partners that guarantee the savings, has "a lot of skin in the
game". If JCI makes a mistake, they have an incentive to discover it and to fix it.
The ECM's and cash flow analysis at Simon Center were discussed. The service agreement and
the necessity for step loan payments were noted. Dave Koch related that recent contracts had
been able to secure loans in the 5% interest range. The average EPC is able to achieve an
investment of $5,000 per unit. EHA's EPC will be able to achieve a much greater than average
investment of $9,500 per unit with the energy savings.
Construction is estimated to take one year. If the board approves proceeding with the EPC with
Johnson Controls, JCI will simultaneously submit the contract (based on the HUD template) to
the EHA attorney for review, assemble and submit the required packet to HUD for approval and
send out an RFP to secure financing. It is optimistic but realistic to anticipate completing those
three items in 4 to 6 weeks. If financing cannot be secured there will be no project. If financing
is difficult to secure the term of the financing could be shortened. Major, national banks as well
as local banks will be contacted.
IV. UNSCHEDULED VISITORS
None
V. MINUTES
A. Regular Meeting held May 5, 2010.
COMMISSIONER BRADSHAW MOVED TO ACCEPT AND APPROVE THE
MINUTES OF THE REGULAR MEETING OF THE ENGLEWOOD HOUSING
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AUTHORITY BOARD OF COMMISSIONERS HELD MAY 5, 2010
COMMISSIONER HAYNES SECONDED THE MOTION .
Ayes:
Nays:
Arterburn, Bradshaw, Haynes, Carter
None
Abstained : None
Absent: Hara
The Chair declared the motion carried .
VI. DIRECTOR'S REPORT
A. Narrative
Comcast's reduced service to the residents receiving basic cable was discussed.
Resident's are able to contract directly with either Direct TV or DISH but the housing
authority cannot off er these services to the residents under the continuing agreement
with Comcast.
792 applications were received for the Douglas County Section 8 HCV program.
EHA has not received a response to the appeal of the SEMAP score.
EHA is surveying the Section 8 landlords to determine the number of accessible units
available through just that group . This is pertinent information in the application for
senior designation of Orchard Place.
B. Financial Reports
The Normandy fund is now completely closed.
The IRS returned the fee they had charged EHA for submitting paper I 099 forms.
C. Program Reports
There were no questions.
VII. DISCUSSION ITEMS, MOTIONS AND RESOLUTIONS
A. Resolution 8 Approval to Submit Application to the U.S. Department of
Housing and Urban Development to Participate in an Energy Performance
Incentive Program and Authorization to Negotiate and Execute a Contract
with a Financing Company and Negotiate and Execute an Energy Services
Agreement .
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Chair Arterburn stated he liked JCI's proposal. Commissioner Bradshaw was impressed
with the presentation and proposal and stated that doing nothing was not an option.
Commissioner Carter liked the proposal noting that the buildings needed upgrading and
the updating would improve living conditions. The project was too big for EHA staff to
undertake. Dawn Shepherd noted JCI's expertise ; Chairman Arterburn noted the savings
guarantee. HUD favores the use of energy performance contracts. Vice Chair Hara had
emailed the board prior to the meeting that he was in favor of approving the project with
JCI. Mayor Woodward noted that this opportunity currently exists but may not at a later
time. He also noted that JCI should be a good project manager. Chairman Arterburn
believed EHA should be able to secure financing at 5% interest. Commissioner Bradshaw
stated the investment in the ECMs would be good for the residents . Mayor Woodward
noted that the rate of increase in utilities will likely be higher than 3%.
MOTION
COMMISSIONER BRADSHAW MOVED TO APPROVE RESOLUTION 8
APPROVAL TO SUBMIT APPLICATION TO THE U .S. DEPARTMENT OF
HOUSING AND URBAN DEVELOPMENT TO PARTICIPATE IN AN ENERGY
PERFORMANCE INCENTITIVE PROGRAM AND AUTHORIZATION TO
NEGOTIATE AND EXECUTE A CONTRACT WITH A FINANCING COMPANY
AND NEGOTIATE AND EXECUTE AN ENERGY SERVICES AGREEMENT.
COMMISSIONER HA YNES SECONDED THE MOTION .
Ayes:
Nays:
Abstained:
Absent:
Arterburn, Bradshaw, Haynes , Carter
None
None
Hara
The Chair declared the motion carried .
B. Resolution 9 Approval to Negotiate and Execute an Energy Services
Agreement and to Execute and Negotiate a Contract with a Financing
Company.
MOTION
COMMISSIONER HA YNES MOVED TO APPROVE RESOLUTION 9
APPROVAL TO NEGOTIATE AND EXECUTE AN ENERGY SERVICES
AGREEMENT AND EXECUTE AND NEGOTIATE A CONTRACT WITH A
FINANCING COMPANY. COMMISSIONER CARTER SECONDED THE
MOTION .
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Ayes:
Nays:
Arterburn, Bradshaw, Haynes, Carter
None
Abstained: None
Absent: Hara
The Chair declared the motion carried.
VIII. INFORMATION AGENDA
There was no discussion
IX. GENERAL DISCUSSION
A. Commissioner's Choice
Commissioner Bradshaw will provide new trail maps to the board. She discussed her
teaching schedule during the summer. Chair Arterburn thanked the board for their work
tonight.
B. Director's Choice
All issues were addressed .
C. Council Communication
Mayor Woodward discussed an upcoming study session, the financing of the Ameresco
EPC and upcoming state legislation.
X. ADJOURNMENT
Chair Arterburn declared the meeting adjourned at 7:00 p.m.
Rodger Hara, Vi e hai
Englewood Hous g Authority
Board of Commissioners
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