Orientation June 24, 2014

1. Orientation June 24, 2014

2. Background Approximately half of all energy generated in America is used to power buildings and other aspects of the built environment. The built environment has a profound impact on our natural environment, economy, health, and productivity (U.S. Green Building Council, July 2010).

3. Background Community Centers, schools, medical facilities, day care centers, homeless shelters and other social service buildings are important in the nonprofit sector. Yet, most are old and inefficient and their utility bills create huge drains on program and operating budgets. Staff in the nonprofit sector generally lack energy efficiency knowledge and technical expertise to address this issue. Seeks to transform the nonprofit sector in the Atlanta region by encouraging it to build or renovate green Focus on Green Buildings (Existing and New Construction)

4. Background Our definition of “green” A green or environmentally sustainable building is a building, which in its design, construction, and operation, makes a minimal draw on non-renewable resources and gives high priority to respecting the physical environment.

5. Partnership A partnership formed to help nonprofit leaders who are planning to build new buildings or conduct major renovations: The Kendeda Fund (source of funding) The Community Foundation for Greater Atlanta (grant administrator and funder) Southface (technical support and expertise)

6. The Community Foundation • The Community Foundation for Greater Atlanta strengthens our region by providing quality services to donors and innovative leadership on community issues. • Philanthropic Framework: Explains how we intend to have a greater impact on communities in our region. www.cfgreateratlanta.org

7. Southface Southface promotes sustainable homes, workplaces and communities through education, research, advocacy and technical assistance. www.southface.org

8. Advisory Committee Members include representatives from academia, community development corporations, donors, foundations, nonprofits, real estate specialists, and related corporate entities. The committee provides consultation, input and perspective on the Grants to Green initiative progress. Serve on application review committee Participate in Site Visits

9. What does Grants to Green Support? Nonprofits can apply for an: Assessment Award Energy & Water Use Assessment (Existing Building) or Green Building Design Review (New Construction) Implementation Grant

10. More than a grant!

11. Summary of Awards: Cycles 1-13 (2008 – 2013) *One organization received two assessment awards **Assessments are valued at $4000 each ***54 organizations received both assessment and implementation awards and 22 received assessment outside of Grants to Green **** 137 organizations required to match at 1:1 (budget > $500,000) and 7 organizations required to match at .50:1 (budget < $500,000)

12. What to Expect in 2014 Assessment Cycle (February) – Completed One Implementation Cycle (March) – Completed No cap on Implementation Funding (Previously $400,000) A “rolling” Assessment Cycle – Applications accepted through October 9th

13. Assessment Cycle Dates Rolling Cycle For the rolling deadline, organizations should submit their Letter of Intent and Final Application together, along with all supporting documentation. Applications must be submitted by noon on Friday, October 9th. The entire application package will be considered during review. Please allow a minimum of two weeks (10 business days) for review.

14. The Grant Cycle

15. Eligibility Requirements Nonprofit must: Be classified by the U.S. Internal Revenue Service (IRS) as a nonprofit, tax-exempt organization and the IRS determination must be current. Be registered and in good standing with the Georgia Secretary of State’s Office as a nonprofit. Have a minimum two-year operating history after receiving its 501(c)(3) classification. Have at least one full-time paid employee (paid minimum wage or more, working 2,080 hours or more) for at least 12 months prior to submitting a Letter of Intent(contractors or consultants do not count toward this requirement).

16. Eligibility Requirements Nonprofit must: Have an operating budget of $100,000 or more as reflected in the most recently filed IRS Form 990. Have audited financial statements that follow Generally Accepted Accounting Principles (GAAP) or Government Auditing Standards (GAS) for the past two completed fiscal years. Provide the previous 12 months of utility bills/statement for existing buildings or an energy model for new construction.

17. Eligibility Requirements Nonprofit must: Have a strategic or business plan for the whole organization that includes measureable goals and methods to assess effectiveness that covers at least two years (24 months). If you do not have a minimum 24 month strategic or business plan, the organization must (1) submit its existing business plan and (2) complete and submit the Foundation’s Strategic Planning Form which can be downloaded from the Community Foundation website.

18. Eligibility Requirements - Building • Nonprofit must: • Own or Lease the building(s) the nonprofit is requesting support for, (must have five or more years remaining on current lease). • To receive an assessment, the organization must have evidence of utilities paid including the organization’s name on the utility bill. To request an Implementation grant, the organization can only apply for those items for which it owns and directly pays the utilities. For example, if you do not control or pay for water directly, then you can not request Implementation funding for water related projects. • Metering should be configured such that the consumption of utilities can be attributed to a single building and tracked on an on-going basis.

19. Eligibility Requirements • Apply for grants to improve properties located in The Community Foundation’s 23-county service area only

20. Additional Eligibility Requirements-Implementation If your organization plans to apply for an Implementation award, the following requirements must be met to be eligible for Implementation funding: Have a building energy assessment for existing buildings or a design review for new construction, and present results to your organization’s Board of Directors before submission of your Final Application. Provide a match for recommendations in funding request: Match can be fulfilled with cash and in-kind contributions Match rate depends on the organization’s budget: Match of $0.50 to $1 for organizational budget of $100,000- $499,999 Match of $1 to $1 for organization budget of $500,000 more Match amount is based on the project budget and not the organizational budget Complete Implementation projects within 12 months

21. Additional Eligibility Requirements- Match Match Example $500,000+

22. Additional Eligibility Requirements- Match Match Example less than $500,000

23. Not Eligible for Funding A nonprofit operated by a religious organization is eligible to apply for the spaces and systems of a facility dedicated to serving secular needs. If participation in a religious activity is a condition for receiving services from an organization, then the organization will be deemed ineligible for a Grants to Green award. Religious organizations seeking funding are referred to Georgia Interfaith Power & Light Energy Improvement Grant Program, which is similar to Grants to Green. To learn more about this funder, please visit www.gipl.org. Organizations that have discriminatory policies and/or practices on the basis of race, color, national origin, age, disability, gender, marital status, familial status, parental status, religion, sexual orientation, genetic information or political beliefs. Organizations that exclusively raise funds for publicly funded schools (K-12), institutions of higher learning and government agencies.

24. Tenant Space Tenants of a Larger Building Organizations that do not own or lease their entire building are eligible if all of the following conditions are satisfied: - The organization pays for the utilities that they consume in the portion of the building that they occupy and can provide records of utility consumption from the utility company or installed submeters. - The heating, cooling, ventilation, and domestic hot water systems serve only the space occupied by the organization. - The conditions of the lease allow the organization to conduct major renovations to the space.

25. Tenant Space (continued) Lease Space to Other Tenants Organizations that own their own building and lease space to other tenants (or lease a building and sublet to other tenants) are eligible if all of the following conditions are satisfied: - The organization pays utility costs for the entire building. - The conditions of the leases for all tenants allow the organization to conduct major renovations to the space occupied by each tenant. - The space occupied by the tenant is accessible at the time of the site visit.

26. The Assessment Former Grantees

27. Former Assessment Grantees Are former Assessment Grants to Green grantees eligible to apply again? • Assessment award recipients may apply for another Assessment, for a different building if substantial progress has been made to implement recommendations from the previous Assessment. • Assessment award recipients are eligible to apply for an Implementation Grant once the Assessment report has been completed and all other eligibility criteria have been met.

28. Former Implementation Grantees Are former Implementation Grants to Green grantees eligible to apply again? • Implementation Grant recipients may apply for another Implementation Grant for a different building after the close out of a previous Grants to Green grant award. That means: • All end of grant reports have been completed • Grants to Green monitor has visited the site to ensure the work is complete • Energy Star Portfolio Manager data is up to date and current • Web seal is posted to the organization’s website • Grant funds have been appropriately spent. • Implementation grantee recipients may also apply for another Implementation Grant for projects on the same building that were identified in the Assessment Report but may not have been undertaken due to lack of funding. In order to do so, however, the previous Implementation Grant must have been closed out per the definition above.

29. Role of Green Champion Shepherd green efforts from start to finish Attend convenings Use Communications Toolkit/share success stories Enter utility data in ENERGY STAR Portfolio Manager Complete evaluation surveys Host monitoring site visits Post web seal Use organization’s sphere of influence

30. Green Champion Convenings August 22, 2013 • Location: Warren Boys and Girls Club • Emphasis on learning and knowledge sharing

31. Evaluation Expectations All grantees will be expected to: Work with Grants to Green evaluation team over the course of the grant period Complete baseline, interim and final evaluation surveys Track savings monthly with ENERGY STAR Portfolio Manager Implementation grantees are required to participate in a monitoring site visit at the end of the grant period Green Champions are key to supporting evaluation!

32. Assessment Overview What is an Energy and Water Use Assessment?

33. Energy and Water Use Assessment The first step in operating “green” is understanding your current energy expenditures, where energy is being lost, and what options you have for efficiency improvement. The energy and water audit involves examining your existing building and its energy and water using equipment and controls. Services include calculation of heating and cooling loads, energy simulation modeling, and economic analyses of efficiency and renewable energy measures.

34. Assessment Overview Utility Tracking

35. Tracking Savings • EPA’s ENERGY STAR Portfolio Manager tool helps you measure and track energy use and water use for your buildings • Assess whole building energy performance • Track changes in energy and water (savings!) • Create custom reports

36. Tracking Savings • Why is Portfolio Manager important in Grants to Green? • Program requirement – grant agreement compliance • Track and progress • Recognize leaders in the program

37. Tracking Savings

38. Tracking Savings

39. Implementation Overview

40. Implementation Match Grant A cash grant to the nonprofit Start with an Assessment before applying for an Implementation Grant May employ entities other than Southface (e.g. architectural firms, utility companies, engineers, etc.) to perform assessments at own expense Must follow report template found on website Implementation grants are used to pay for the cost of executing recommendations identified in a recent Assessment Complete in 12 months

41. Recommendation Examples Retrofits HVAC Systems upgrades to higher efficiency units Water efficient fixture replacement such as low-flow toilets and faucets Lighting upgrades Building shell improvements such as air sealing and insulation

42. Recommendation Examples New Construction Cost difference between code compliant implementation and green implementation: Code compliant equipment and higher Seasonal Energy Efficiency Ratio (SEER) or Energy Efficiency Ration (EER) rated HVAC equipment Code compliant lighting and higher efficiency lighting Code compliant plumbing fixtures and innovative technologies to save water Products (i.e. flooring, cabinets, etc.) that do not contain local and recycled/rapidly renewable materials content and those that do

43. Assessment Letter of Intent

44. Assessment Letter of Intent Good Done Great – Organizational Profile

45. Assessment Letter of Intent Good Done Great – Organizational Profile

46. Assessment Letter of Intent Financial Section

47. Assessment Letter of Intent Strategic Plan Section

48. Assessment Letter of Intent Request Information • Green Champion contact information – name, phone and email • Is the building in the request owned by a government agency? • Yes/No • Does the organization require participation in a religious activity as a condition for receiving services? Yes/No

49. Assessment Letter of Intent Request Information

50. Assessment Letter of Intent Organization Description