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10,000 Home Weatherization Initiative: A Community Weatherization Partnership

1

Table of Contents


TABLE OF CONTENTS

PROJECT INTRODUCTION

3

GOAL 1 SUMMARY

7

G
OAL
1



T
ASK
1

:

D
ATA
S
OURCES

9

C
HART OF
D
ATA
S
OURCES

11

G
OAL
1



T
ASK
2

:

P
RIVACY
C
ONCERNS

13

I
NVASION OF
P
RIVACY
L
IABILITY

17

P
RIVACY
C
O
NCERNS FOR
U
TILI
TIES

2
7

C
ONFIDENTIALITY
A
GREEMENT

33

S
UNSHINE
R
EVIEW

39

L
OCAL
L
EVERAGING
D
OCUMENT

47

I
NFORMATION
R
EQUEST
L
ETTER

49

G
OAL
1



T
ASK
3:

S
ELECTION
M
ETHODOLOGY

51

P
ARTICIPANT
S
ELECTION MATRIX

53

P
ARTICIPANT
S
ELECTION
S
AMPLE

55

P
ROGRAM
F
LOW
D
IAGRAM


57

GOAL 2 SUMMARY

6
1

G
OAL
2



T
ASK
1
:

R
ELATED
T
ERMS

6
3

S
TAKEHOLDER
D
EFINITION
W
ORKSHEET

6
5

G
OAL
2



T
ASK
2
:

A
SSOCIATED
M
ETRICS

6
7

A
SSOCIATED
M
ETERICS
L
IST

69

S
OCIAL
E
QUITY
D
EFINITIONS

7
1

G
OAL
2



T
ASK
3
:

E
DUCAT
IONAL
M
ATERIALS

7
5

U
TILITY
S
UMMARY

7
7

GOAL 3 SUMMARY

8
3

G
OAL
3



T
ASK
1
:

I
NITIATIVE
S
TAKEHOLDERS

8
5

S
TAKEHOLDER
P
RIMAR
Y
F
UNCTION
L
IST

8
7

G
OAL
3



T
ASK
2
:

C
ONCEPTUAL
W
ORK
F
LOW

9
1

C
ONCEPTUAL
W
ORKFLOW
&

T
IMELINE

9
3

P
ARTICIPANT
P
ERSPECTIVE

9
5

APPENDICES

97

A
PPENDIX
A



P
ROJECT
D
EFINITIONS

97

A
PPENDIX
B



S
AMPLE
H
OMEOWNER
T
RAINING
D
OCUMENTS

18
9
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

3

Introduction


I
NTRODUCTION

In the built environment (fossil) Energy, (fossil) Water and Land are finite and are becoming
more expensive.


The cheapest, most effective way to grow our energy supply, create new job
opportunities and

secure affordable living conditions for low
-
income Floridians is through
energy conservation and efficiency improvements in our structures. In keeping with the goals
that drive sustainability efforts in Alachua County, the 10,000 Home Initiative targets t
he
residential built environment
by

using economic advantage to positively impact environmental
and social conditions.

Need

According to data by the U.S. Census Bureau in 2007, 22.8% of Alachua County residents fall
below the poverty level in contrast to 1
2.1% in the State of Florida (1). In the current economic
climate, we may expect those numbers to be even higher. Energy cost burden relates to the
percentage of household income that is used to pay for energy expenditures.
For the poorest
Floridians, thos
e with incomes below 50% of the federal poverty level, the home energy burden
grew from 39% in 2002 to 51% in 2007.
Florida Department of Community Affairs (FLDCA)

states
its main ener
gy concerns as energy cost burden, inefficient housing, inappropriate co
ntent of
current programs, housing instability

(3)
.

The overwhelming majority of homes in Alachua County were built at a time before building
codes required
any

energy saving technologies or features. Recent upward trends in fuel prices
support the need for preemptive action in the field of energy efficiency.

The bulk of electrical power in Alachua County is provid
e
d by Gainesville Regional Utilities from
the Dee
rhaven Generating Station. Even though Deerhaven is one of Florida’s most efficient,
reliable and economical power generation stations, its impact is tremendous. Harmful air
pollutants,

including sulfur oxides, nitrogen oxides, mercury, particulate matter
and 1.7 million
metric tons of carbon dioxide are produced each year.

Business Case

The 10,000 Home Initiative is a community scale weatherization project aimed at stimulating
economic growth, reducing environmental impact, and enhancing social equity. A k
ey
component of the initiative is to create a sustainable funding mechanism that will support low
cost energy efficiency upgrades for a large portion of Alachua County residents. This broad
-
based, shallow
-
depth program is being designed to harvest the low
hanging fruit associated with
residential energy efficiency and will address three key sectors of need in our county: economic
development, environmental protection, and social equity.


Reduced bills

We will seek to reduce energy consumption and utility ex
penditures in participating homes.
Homes and retrofits will be targeted such that gains in efficiency will exceed the cost of
upgrades. Once upgrades are repaid families will continue to see savings from reduced utility
bills.


Job Creation

By creating inc
entives for energy efficiency retrofits we can revive the construction industry
through an influx of green jobs. For local contractors that are already familiar with upgrades
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

4

Introduction


such as adding attic insulation, ductwork sealing, or air sealing a home, the pro
gram will offer
instant relief from sparse work availability. For other aspects of the project where available
talent may be lacking, such as home auditing, locally available training courses can open doors
for entry into an expanding career field.


Sustai
nable/extended funding

An appropriate funding model is essential to the long term sustainability of any program. For
this weatherization program a revolving loan program has been proposed that would allow
participants to invest in their own energy efficien
cy. In order to create a so
u
nd repayment
method that would reduce the need for rigorous credit checks we have anchored incremental
loan payments to appropriate sources based on home ownership or rental status.


Build energy efficiency into real estate mark
et

One key feature of the funding mechanism is that if a home is sold while the loan is still in
repayment, the loan balance remains tagged to the property.


Improve home value

Making repairs to building envelope, HVAC, appliances and lighting can increase

home values
and resale potential. This will be particularly helpful in areas of low income and may help to
build a culture of home awareness and maintenance where it is lacking.

How It Works


Participant Selection


Energy Use, Property Appraisal, Socio
-
Economic Data

Using energy consumption, property appraisal, and socioeconomic data the most appropriate
program candidates can be identified. By selecting homes with high energy use we can ensure
that there is enough room for improvement so that sufficient

gains can be made to outweigh
the retrofit costs. Property appraisal data gives information about building features that can be
compared to give an accurate indication of how well homes perform. Based on these criteria
homes can be targeted for invitatio
n to participate. Additional socioeconomic data, such as
subsidized housing information, can be overlaid to identify households that may qualify/need
subsidized retrofits.


Program Flow


Audit, Educate, Repair, Check, Monitor

After households are identif
ied, contacted, and enrolled, the retrofit process can begin. First the
home should be audited to
determine the issues and potential retrofit actions needed. Next the
homeowner should receive education to address home management

and maintenance. Repairs
wi
ll follow as a contractor visits the home to address items listed in the audit report. The original
auditor will return to verify work performance and homeowner satisfaction. As a verification,
individual home performance will be monitored provide feedback

for direction in continuous
program enhancement.


Payback


Owners/Appraiser, Renter/Utility

For homeowners loan repayment could be tied to
ad valorem

taxes as linked to the property
value. This would allow for a small annual addition to property taxes a
nd would allow
repayment to be leveraged against the physical property. If a homeowner failed to repay the
loan, a lien could be placed on the property for repayment at time of sale. In addition, the
annual tax repayment scheme could be carried over if the

property was sold before the loan was
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

5

Introduction


fully repaid. This would create a structure in which energy efficient features of a home begin to
be valued in the real estate market.

If rental properties were included in the program repayment could be tied to the m
onthly utility
bill. The owner could opt into the program, market the unit’s efficient features, and allow the
renter to repay the upgrades with offset utility savings.In either case, repairs could be subsidized
with matching funding through state or feder
al assistance programs for low income households.

Key Barriers


Initial Funding

The program will need 6 to 12 months of upfront capital to create the infrastucture. If the
initiative is to approach the intended scale a true funding commitment will be necessary. A key
factor is for the program to gain enough momentum so that the 10,000

home objective can be
achieved in a reasonable amount of time. If not, the initiative will likely stall and remain
dependent on volunteer input as for
-
profit contractors will not be able to commit to sporadic
work availability. This will affect the qualit
y and longevity of the upgrades.


Administrative Backbone

A dedicated staff of 2 to 3 is preferable for
quick launch of the initiative
. Their role will be to
bridge gaps between county government, utilities, private sector business, and program
participan
ts. These staff members should come from a background that lends itself well to
large
scale

project management. As the program grows, additional staff will come onboard to support
additional program participants.


Program Design


Homeowner Education, Wo
rkers, Support

Advanced planning and design will be essential to creating an effective program. Particular
attention to participant education, contractor training and management, and continuous
analysis will ensure program success.

Next Steps in Program
Design

The next steps in program design will be to further explore funding options, workforce
availability, and to map potential participants.


Financial Options

Initial funding for program launch is the crux of viability for the 10,000 Home Initiative. We

will
explore the potential and programming implications associated with municipal bond funding,
internal funding, government grant funding, and other government partnerships.


Workers

In assessing program viability, we will take stock of the workforce po
tential in the Alachua
County area for program startup and longevity. We will give an estimation of
availability
, pricing,
and interest, of
for
-
profit contractors

that could provide services for auditing, HVAC repair,
carpentry, insulation, building envelo
pe repairs, window repair, etc, could


Participant Selection Mapping

By creating a broad scale map of the selected participants, using the best available data, will
allow the Initiative to target areas that are in most need of upgrades. Mapping will be do
ne by
census block to allow for area targeting and also by individual home to create a working map for
individual home targeting.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

7

Goal 1 Summary


Goal 1


Intent: To layout how Alachua County residents who would
benefit
most from weatherization efforts can be targeted
using the best available data.

Under Goal 1 there are
3

main tasks:

1.

Identify Agencies who have
relevant

energy and socioeconomic data for Alachua
County residents.

In order to address this task a chart has b
een created displaying a brief description
of the data source, a evaluation of the timeliness of
the

actual data, estimated costs
associated with acquiring the data, and estimated time required to
integrate the data
into the overall selection model.

2.

Addre
ss potential privacy concerns associated with the release of household energy
data to be used in the
participant

selection process.

In order to address this task documentation has been included that identifies
potential legal ramifications of public or pri
vate utilities releasing customer
consumption data.
A

sample “Confidentiality

Agreement” used for interaction between
a government entity and a private utility has been included.
Information has been
provided about

the Senate Review of

Florida Statue

414.2
95 and it’s relation to
socioeconomic data
housed

by FloridaWorks

(Local Review Document)
.

An information
request letter, as submitted to FloridaWorks by the Alachua County Board of
Commissioners, has been included to serve as an example of a request that
may be
submitted to other agencies who house other data related to participant selection.

3.

Create methodology to identify program participants based on energy and
socioeconomic

status.

In order to address this task
a decision matrix for participant select
ion has been
included that takes into consideration household energy use, ownership status, and
socioeconomic status. A sample of possible participants has been created using
currently available data. This data includes current data from the Alachua County

Property Appraisers office that is used to determine home ownership via Homestead
Exemption status or match with utility customer name. Gainesville Regional Utilities
customer consumption data from calendar year 2006 is used to indicate total annual
energ
y use
.

*This task cannot be
fully completed

due to unavailable or incomplete data. Using
the t
`
ools provided under tasks 1 & 2 the 10,000 Initiative should be able to acquire the
data sets needed to
fully utilize the decision

matrix provided for this task
.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

9

Goal 1


Task 1: Data Sources


Goal 1



Task 1
: Data Sources

Intent: In order to address this task a chart has been created

displaying a brief description of the data source, a
n

evaluation
of the timeliness of the actual data,
estimated costs
associated with acquiring the data, and estimated time
required to integrate the data into the overall selection
model.


Under Goal 1 Task 1 there is

1

deliverable
:

1.

Chart of Data Sources

This chart provides at
-
a
-
glance access to the logist
ics of pertinent information that
may be available to the Initiative for participant selection and verification of energy
savings. In order to provide the desired selection based on energy use and
socioeconomic status, the majority of the reporting entitie
s are utility and social
program providers.

Due to the wide range of data sources and associated perceived privacy concerns
(address in Task 2), much of the data needed for a robust selection process must be
requested, received, managed and disseminated
by a government entity. There is some
concern about data source selection and use as reliability of information varies based on
the frequency of update and potential linkages. For instance, household occupancy data
from the U.S. Census is reliable for only

a short period after the data is collected.
Another example is food assistance information such as from the Women, Infants, and
Children (WIC) program. This data is linked to the beneficiary name, which may or may
not be associated with data records from
utilities or property appraiser. In each case,
desired information is not feasible for integration into the selection criteria for the
10,000 Homes Initiative. Currently, the only data sets that are in our possession for
participant selection are Alachua C
ounty Property Appraisers Data, Alachua County
Subsidized Housing, Alachua County Substandard Housing, and

Gainesville Regional
Utilities consumption data through March 2007.

Using the ch
art provided, w
e can easily locate areas of possible challenge
. These

can
be c
larified once the data files are acquired and analyzed.

A data request format and a
schedule for information updates should be created to facilitate timely data transfer
between

the government entities, utilities and the
Initiative.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

11

Chart of Data Sources


Chart of Potential
Data

Sources


Data Type

Timeliness of
Data

Availability

Acquisiti
on Cost

Time to
Integrate
(hrs)

Issues associated
with Integration

Gainesville
Regional Utilities

Energy
Use

Updated
Monthly

Upon
Request

No Cost

1

Problems acquiring
current/reliable
data

Clay Electric
Cooperative

Energy
Use

Updated
Monthly

Special
Request
Required

No Cost

40

Unusual formatting

linked to property
address

Progress Energy

Energy
Use

Updated
Monthly

Special
Request
Required

No Cost

20

Unknown
formatting


Most
likely simple
integration using
property address

Florida Power &
Light

Energy
Use

Updated
Monthly

Special
Request
Required

No Cost

40

Unknown
formatting

Central Florida
Electric
Cooperative

Energy
Use

Updated
Monthly

Special
Request
Required

No Cost

40

Unknown
formatting
-

Alachua County
Property Appraiser

Housing
Features

Updated
Monthly

Web
Download

No Cost

1

Simple Integration


somewhat
reliable data

State Housing
Initiatives

Partnership

Subsidized
Housing

Continuously
Updated

Special
Request
Required

No Cost

20

Unknown
formatting

likely
linked to property
address

Alachua County
Housing Authority

Subsidized
Housing

Continuously
Updated

Special
Request
Required

No Cost

1

Unknown
formatting
-

likely
linked to parcel ID

Gainesville
Housing Authority

Subsidized
Housing

Continuously
Updated

Special
Request
Required

No Cost

1

Unknown
formatting


likely
linked to parcel ID

Neighborhood
Housing and
Development
Corporation

Subsidized
Housing

Continuously
Updated

Special
Request
Required

No Cost

20

Unknown
formatting


likely
linked to property
address

Women, Infants &
Children

Food
Assistance

Continuously
Updated

Special
Request
Required

No Cost

May not be
possible

Unknown
formatting


likely
link to recipient
name

Florida Works

Welfare
Assistance

Continuously
Updated

Special
Request
Required

No Cost

May not be
possible

Unknown
formatting


likely
linked to recipient
name

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

13

Goal 1


Task 2: Privacy
Concerns


Goal 1



Task 2
: Privacy Concerns

Intent:
In

order to address this task documentation has been
included that identifies potential legal ramifications of public
or private utilities releasing customer
consumption

data. A

sample “Confidentiality

Agreement” used for interaction
between a government entity and a
private

utility has been
included.

Information has been provided about
the Senate
Review of
Florida Statue 414
.295 and it
s relation to
socioeconomic data housed by
FloridaWorks

(Local Leveraging
Document)
. An information request letter, as submitted to
FloridaWorks by the Alachua County Board of Commissioners,
has been included to serve as an example of a request that
may be submitted to other agencies who house othe
r data
related to participant selection.


Under Goal 1 Task 2 there are 6 deliverables:

1.

Legal Brief


Invasion of Privacy Liability (12/3/08)

This bri
ef begins the discussion of liability for the public release of utility companies’
customer consumption d
ata, especially addressing the route of the state tort action of
invasion of privacy. The risk was found to be low. This document was produced in
response to the resistance of some utility companies to provide household consumption
data.

Although this do
cument was originally created to address the utility data privacy
concerns of another similar project, its conclusions are applicable to any program in
Florida that seeks to obtain and/or display individual customer utility data.

This document, establish
ing the low risk of liability, serves as an authoritative,
leveraging tool with utility providers. These documents can be presented for review by
utility legal staff in preparation of any necessary confidentiality agreements.

2.

Legal Brief


Privacy Concerns

for Utility Companies (1/14/09)

This brief continues the discussion of liability by outlining the difference in the risk of
liability between public and private utilities for the release of customer consumption
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

14

Goal 1


Task 2: Privacy
Concerns


data. It was determined that public utilit
y companies run almost no risk since their data
likely qualifies as public record. Private utilities run only slightly more risk, and mainly
via the tort of invasion of privacy, though there is a small possibility of basis in federal
constitutional rights
. Liability is unlikely to result because of the difficulty in establishing
the necessary legal elements of the aforementioned bases.

Although this document was originally created to address the utility data privacy
concerns of another project, its conc
lusions are applicable to any program in Florida
that seeks to obtain and or display individual customer utility data.

This document, establishing the low risk of liability, serves as an authoritative,
leveraging tool with utility providers and can be pr
esented for review by utility legal
staff in preparation of any necessary confidentiality agreements.

3.

Confidentiality Agreement

This document is an exemplum of a document that the County can use to address
utility concerns with data release. It is unders
tood that the document may need to be
edited to address requirements of various private data holders.

4.

Sunshine Review

This legislative perspective on “providing public access to the records of
governmental and other public entities” complements the judic
ial perspective
documents in the rest of this section and supports the dissemination of public utility
consumption records since they are considered “official business of [a] public body”.This
document serves as an authoritative, leveraging tool with publi
c utility providers.

5.

Local Leveraging Document

This documents the information gathering that has established the legal avenues of
transmission of social program participant information. It establishes the necessity for
the County to request, receive an
d manage sensitive program information.

This document illustrates that, without County involvement to obtain and use social
equity information, the
Initiative
would take significantly longer and/or would lose
effectiveness
. This would primarily occur beca
use of missing or incomplete energy use
and socioeconomic information that would necessitate self
-
reporting and mailings to
identify specific, low
-
income, high energy
-
use residents.

The document also p
rovides
reasoning for County to act as requester, recip
ient and manager of social program
participant information.

6.

Information Request Letter

A letter to Angela Pate, Executive Director of FloridaWorks; from Sean McLendon,
Sustainability Program Manager, requesting the address records of Welfare recipients in

Alachua County since January of 2008 is included. This letter serves as an example of a
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

15

Goal 1


Task 2: Privacy
Concerns


data request that could be submitted to any of the identified data sources listed for use
in the 10,000 Home Initiative selection process.

The initial concern for cre
ating and submitting these letters lies in targeting the
correct person or department within each organization. In addition to request letters,
meetings or teleconferences may be necessary to fully explain the purposes of the
program and establish timeline
s, formats, and agreements associated with receiving the
data.

After establishing initial contact with potential data providers, request letters should
be submitted to begin the acquisition process

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

17

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

18

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

19

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

20

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

21

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

22

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

23

Invasion of Privacy Liability



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

24

Invasion of Privacy Liability


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

25

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

26

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

27

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

28

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

29

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

30

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

31

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

32

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

33

Privacy Concerns for Utilities



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

35

Confidentiality Agreement


CONFIDENTIALITY AGREEMENT



This is a Confidentiality Agreement as of the ________ day of July, 2008 (Effective
Date), by and between
Clay Electric Cooperative, Inc.
, (
CLAY
) a Florida not
-
for
-
profit
corporation, having a principal place of business at 225 West Walker Drive, Keystone
Heights, Florida 32656, and
The University of Florida, Institute of Food and Agricultural
Sciences (Program for Resource Efficient Communities)
,

(IFAS)

whose address is
_____________________________________________.


RECITALS:


A.

IFAS desires to access data from CLAY related to its Program for Resource
Efficient Communities. IFAS desires specific information on electrical consumption by
property

and consumer to allow IFAS to make generic statements about how much energy a
home at a certain design and size consumes.


B.

To accommodate IFAS’s request, CLAY will provide IFAS with customer
information, some of which is personally identifiable informa
tion (PII), information that is
governed by CLAY’s privacy policy for which CLAY has an obligation to keep confidential.


C.

The parties hereto desire to establish the terms under which CLAY will
disclose certain confidential information and PII regarding
CLAY’s customers.



In furtherance of the foregoing recitals which are incorporated herein by reference,
the parties agree as follows:


1.

Confidential Information.

Confidential Information shall mean: All customer
information furnished to IFAS that is p
ersonally identifiable, including customers’ names,
addresses, and any other information that could be used directly or indirectly to identify a
customer of CLAY.




Confidential Information of CLAY includes, without limitation, all documents,
data, drawin
gs, diagrams, and any other tangible manifestation of the foregoing which now
exist or come into the control or possession of IFAS. If the Confidential Information is
provided orally, CLAY shall clearly identify it as being proprietary or confidential.
In the
event CLAY inadvertently fails to clearly identify any tangible or oral information it provides
to IFAS, as confidential or proprietary, in the manner or fashion as set forth herein, such
information shall still be treated by IFAS as confidential or

proprietary information, if such
information would otherwise be reasonably construed as Confidential Information
hereunder.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

36

Confidentiality Agreement


2.

Confidentiality Obligations.

Except as expressly authorized by the prior written
consent of CLAY, IFAS shall:

(a)

limit access
to any Confidential Information received by it to its employees, agents,
consultants or representatives (“Representatives”) who have a need
-
to
-
know in connection
with the evaluation of the potential business transaction, and only for use in connection
ther
ewith; and

(b)

advise its Representatives having access to the Confidential Information of the
proprietary nature thereof and of the obligations set forth in this Confidentiality
Agreement; and

(c)

take appropriate action by instruction or agreement with i
ts Representatives having
access to the Confidential Information to fulfill its obligations under this Confidentiality
Agreement; and

(d)

safeguard all Confidential Information received by it using a reasonable degree of
care, but not less than that degree

of care it uses in safeguarding its own similar information
or material; and

(e)

use all Confidential Information received by it solely for purposes of its Program and
for no other purpose whatsoever; and

(f)

except as may otherwise be provided above, not

disclose any Confidential
Information received by it to third parties; and

(g)

except as may otherwise be provided above, not disclose the existence of this


Agreement with any third party.

Upon the request of CLAY, IFAS shall destroy or surrender to CLA
Y all PII pertaining to or
including the Confidential Information. Upon the destruction or return of such materials,
IFAS agrees to certify in writing that all of the foregoing materials have either been
destroyed or surrendered to CLAY. IFAS will not be

obligated to erase Confidential
Information contained in an archived computer system backup made in accordance with
IFAS’s security and/or disaster recovery procedures, provided that such archived copy will
(i) eventually be erased or destroyed in the ord
inary course of IFAS’s data processing
procedures and (ii) will remain fully subject to the obligations of confidentiality stated
herein.


3.

Exceptions to Confidentiality.

The obligations of confidentiality and restriction on
use in paragraph 2 shall not apply to any Confidential Information that IFAS proves:

(a)

was in the public domain prior to the date of this Agreement or subsequently came
into the public domain throug
h no fault of IFAS; or

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

37

Confidentiality Agreement


(b)

was lawfully received by IFAS from a third party free of any obligation of confidence
to such third party; or

(c)

was already in the possession of IFAS prior to receipt thereof, directly or indirectly,
from CLAY; or

(d)

is requir
ed to be disclosed in a judicial or administrative proceeding after all
reasonable legal remedies for maintaining such information in confidence have been
exhausted, including, but not limited to, giving CLAY as much advance notice of the
possibility of su
ch disclosure as practical so that CLAY may attempt to stop such disclosure
or obtain a protective order concerning such disclosure, unless such disclosure is prohibited
by applicable law; or

(e)

is subsequently and independently developed by employees, co
nsultants or agents
of IFAS without reference to the Confidential Information disclosed under this Agreement.


4.

Rights in Confidential Information.

Except as specifically provided for herein, this
Agreement does not confer any right, license, interest o
r title in, to or under the
Confidential Information to IFAS. Except as specifically provided for herein, no license is
hereby granted to IFAS, by estoppel or otherwise under any patent, trademark, copyright,
trade secret or other proprietary rights of CL
AY. Title to the Confidential Information shall
remain solely in CLAY. CLAY makes no representation or warranty as to the accuracy or
completeness of the Confidential Information.


5.

Term.

This Agreement shall be in effect for a period of twenty (20) y
ears. Both
parties agree that all their obligations undertaken herein with respect to the Confidential
Information received pursuant to this Agreement shall survive and continue after any
expiration or termination of this Agreement.


6.

Equitable Relief.


The parties agree that money damages would not be a sufficient
remedy for breach of the confidentiality and other obligations of this Agreement.
Accordingly, in addition to all other remedies that each party may have, each party, as
applicable, shall be
entitled to specific performance and injunctive or other equitable relief
as a remedy for any breach of the confidentiality and other obligations of this Agreement.
Each party agrees to waive any requirement for a bond in connection with any such
injuncti
ve or other equitable relief.


7.

Governing Law.

This Agreement and performance thereunder shall be governed by
the laws of the State of Florida, excluding its conflicts of laws rules. Venue for any legal
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

38

Confidentiality Agreement


proceedings, litigation, arbitration or mediation

shall be filed and conducted only in the
Circuit Courts of the Eighth Judicial Circuit in and for Alachua County, Florida.


8.

No Joint Venture.

By providing the Confidential Information herein to IFAS, both
CLAY and IFAS acknowledge and agree that no jo
int venture or business enterprise has been
created between the parties and that CLAY is simply responding to a request for technical
information to be used for scientific and educational purposes for IFAS’s Program.


9.

Authority.

Each party represents a
nd warrants that: (i) the person signing this
Agreement has the full power and authority to enter into this Agreement; and (ii) this
Agreement constitutes a legal, valid and binding obligation of the party, enforceable against
the party in accordance with
the terms and conditions hereof.


10.

Entire Agreement.

This Agreement contains the entire understanding between the
parties regarding Confidential Information disclosed on or after the effective date hereof
and supersedes, merges, and replaces any and al
l prior contemporaneous verbal or written
communications and understandings with respect thereto. No modification of, or exception
to, this Agreement will be binding on any party hereto unless first agreed to in writing by
such party. Email exchanges bet
ween the parties, including emails that bear an electronic
signature block, do not constitute an amendment to the Agreement. Neither party may
assign this Agreement without the prior written consent of the other party.


11.

Miscellaneous.

This Agreement
may be executed in two or more counterparts, each
of which shall be deemed an original and all of which together shall constitute one and the
same agreement.


IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first
written above.


UNIVERSITY OF FLORIDA, INSTITUTE OF


CLAY ELECTRIC COOPERATIVE, INC.

FOOD AND AGRICULTURAL SCIENCES

By:____________________________________

Print Name
:____

Bruce McHollan
_______________

Title:_
Director of Information and Communication Technology
_

Date:_____________________________

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

39

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

40

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

41

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

42

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

43

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

44

Sunshine Review



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

45

Sunshine Review


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

47

Local Leveraging


Local Leveraging Document


*Sean McLendon

Alachua County’s Sustainability Program
Manager

sent Angela Pate

Executive Director at FloridaWorks

a letter (see enclosed) on 6/29/09 requesting the
address records of Welfare recipients.


On 7/10/09 Angela Pate forwarded via email the following response from James E.
Landsberg, Deputy General
Counsel at the Agency for Workforce Innovation in Tallahassee,
Florida:



Under section 414.295, F.S., identifying information of a temporary cash assistance program
participant, a participant’s family, and a participant’s household member is confidential.


Address records are identifying information.


However, the records may be released for
purposes directly connected with the “administration of any other state, federal, or
federally assisted program that provides assistance or services on the basis of ne
ed, in cash
or in kind, directly to a participant.” (s. 414.295(d), F.S.).



Since Alachua County would use the requested information in connection with the
administration of the Energy Efficiency and Conservation Block Grant (EECBG) Program, I
believe th
at FloridaWorks can provide the information to the County.


It is recommended
that FloridaWorks explain to the County that the information is only being provided for use
in accordance with section 414.295(d), F.S., and that the information must otherwise b
e
kept confidential.


It is also recommended that the records be labeled as confidential and
not for further dissemination.



*Kathleen Pagan

AICP, Senior Planner in the Alachua County Growth Management
Department

advised ICBE to consult the U.S. Census
databases for general low
-
income
information and statistics; and to pursue self
-
reporting avenues in order to gain access to
individual, social equity information since federal confidentiality constraints do not allow
ICBE to request and receive such recor
ds.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

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Information Request Letter


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

51

Goal 1


Task 3: Selection Metho
dology


Goal 1


Task 3
: Selection Methodology

Intent:
In order to address this task a decision matrix for
participant selection has been included that takes into
consideration household energy use, ownership status, and
socioeconomic status. A sample of possible participants has
been created using currently a
vailable data. This data includes
current data from the Alachua County Property Appraisers
office that is used to determine home ownership via
Homestead Exemption status or match with utility customer
name. Gainesville Regional Utilities customer consumpti
on
data from calendar year 2006 is used to indicate total annual
energy use.

*This task cannot be
fully completed

due to unavailable or
incomplete data. Using the tools provided under tasks 1 & 2
the 10,000 Initiative should be able to acquire the data se
ts
needed to fully utilize the decision matrix provided for this
task.


Under Goal 1 Task 3 there are
3

deliverables:

1.

Participant S
election Matrix

The decision flow diagram provides general, at
-
a
-
glance access to the overall
decision flow for participant

selection for the
Initiative
. The selection process as shown
in the matrix represents the most viable method for identifying Alachua County
residents who would benefit by being part of a county wide energy efficiency retrofit
program.

Initially, homes ar
e selected based on energy use. Choosing homes with high energy
intensity, or energy per square foot, is the best method for identifying households that
are energy cost burdened. In addition, selecting homes that are use 25% more than
similar homes ensures

that they can achieve energy savings that substantially outweigh
retrofit costs. Homes are tagged as owner or renter occupied so that we can properly
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

52

Goal 1


Task 3: Selection Metho
dology


address loan repayment issues. In keeping with Alachua County’s poverty reduction
goals, households will
be tagged if they participate in social programs as these families
may qualify for preferential or additional assistance. With these few simple steps we can
help guarantee that program implementation will achieve program goals of green house
gas and povert
y reductions.

This is a generalized flow and may change based on additional data sources, funding,

funding sources and any mandates attached to said sources.

This document must be
upgraded to reflect access or limitations of data sources, funding sources,
etc. as the
program progresses.

2.

Participant Selection Sample

The sample participant selection includes was created from the data currently
available and reflects only a portion of the target area for the full 10,000 Home
Initiative. This was created to cla
rify the potential for the selection process laid out
previously.

Household energy consumption data used in the selection is

limited in scope
and accuracy.
This selection may be helpful for identifying areas of Gainesville that are
appropriate targets for
the 10,000 Home Initiative.
Homes in the selection have taken
advantage of State Housing Initiative Partnership (SHIP) Program and exhibited higher
than normal energy use in 2006.

3.

Program Flow

The program flow diagram provides comprehensive and stratified at
-
a
-
glance access
to the entire process of the I
nitiative
.

Since this is a detailed flow for the entire project
and has man
y components, it will
have to be updated as the
project evolves.

This
document can be used to identify key areas for program development and
implementation.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

53

Sample Participant Selection


Participant Selection Matrix

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

55

Sample Participant Selection




Participant Selection

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

57

Program Flow



Program Flow

Diagram

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

58

Program Flow



10,000 Home Weatherization Initiative: A Community Weatherization Partnership

59

Program Flow


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

61

Goal 2 Summary


Goal
2

Intent:

To
identify generally accepted and readily applicable
terms and definitions to facilitate discussion, decision
-
making,
and project implementation.


Under

Goal 2

there are
3

main tasks:

1.

Identify relevant energy related terms and generally accepted definitions for these
terms.

In order to address this task a list of definitions has been created using the most
authoritative national, state, and local sources.

In addition, a definition worksheet has
been included as an item used to generated discussion and collaboration among 10,000
Home Initiative stakeholders.

2.

Identify the most commonly accepted metrics used to define energy use and
socioeconomic status
.

In o
rder to address this task a list of terms and associated metrics as well as a social
equity definitions page have been created to serve as a starting point for program
development.

3.

Identify sources for educational materials that are available for particip
ant training
and reference.

In order to address this task a list of documents that provide the most current,
relevant, and appropriate information for use by households seeking to reduce their
energy consumption has been included. *Due to space limitations only a sample of the
refere
nced documents has been included in this package.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

63

Goal 2


Task 1: Related Terms


Goal
2


Task 1
: Related Terms

Intent: In order to address this task a list of definitions has been
created using the most authoritative national, state, and local
sources.

In addition, a definition work
sheet has been included
which was

use
d to generate

discussion and collaboration
among 10,000 Home Initiative stakeholders.


Under Goal 2 Task 1
there

are

2

deliverables
:

1.


Definitions
(Appendix A)

This exhaustive, alphabetical list of energy
-
related definitions (which also indicates
defining agencies) is necessary to standardi
ze language for discussion and planning of
the
Initiative
. It also allows one to see differences between definitions between
agencies and to understand variations colleagues may be using. This document should
be used as reference material and should be up
dated to reflect the preferred definitions
in instances where conflicting information is given by multiple sources.

2.


Stakeholder
Definition

Worksheet

This is a worksheet sent out via e
mail to
Initiative
stakeholders and also presented at
at least two stakeholder meetings in order to generate discussion and collaboration and
to standardize language among stakeholders. This document is designed as a facilitating
tool.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

65

Stakeholder Definition Worksheet


Stakeholder Definiti
on Worksheet

From the
10,000 Home Weatherization Initiative
Declaration of Intent:

“…[The] goal is to provide
low
-
cost weatherization

and
energy efficiency

upgrades to at least
10,000 homes within the Alachua County area over the next five years. The pro
gram focus will
be on weatherizing low
-
income housing, alleviating poverty and enhancing social equity. Home
occupants or owners will not pay for this service. Homes will be weatherized to reduce energy
consumption by up to a third and will include educa
tion and awareness training for the occupant
for low cost improvements. This work can be accomplished at little to no cost to the Initiative
with an average cost estimated to be around $2,750 per home.”



The following three definitions are deemed to be most in need of standardization due to their
ubiquity and variation between organizations. Below each word is its federal definition as it has
been tailored to the mission of the
10,000 Homes Weatherization

Initiative
. Please provide in
the blank space your organization’s particular definition for each word. This will help to
establish a common vocabulary for successful communication concerning this project and will
be discussed at the 7/16 meeting.
Thank you.


1).
Audit

The process of identifying energy conservation opportunities
in existing homes
, especially of low
-
income ownership.






2).
Energy
-
Efficiency

Term used to describe how efficiently an existing home uses energy, a quantity of heat or w
ork.





3).
Low
-
Cost W
eatherization

The process of improving the energy
-
efficiency of existing homes via the most cost
-
effective and
energy
-
impacting measures, especially those homes
of low
-
income ownership.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

67

Goal 2


Task 2: Associated Metrics


Goal
2



Task 2
: Associated Metrics

Intent: In order to address this task a list of terms and
associated metrics has been created to serve as a starting
point for program development.


Under Goal 2 Task 2 there are 2 deliverables
:

1.
Associated Metrics List


This document was created to highlight what were found to be the seven most
essential terms to the discussion and planning of the
Initiative
. It was distributed to all
stakeholders at several meetings as well as put online.

2. Social Equity Definitions

It was decided that a glossary of social equity definitions was necessary to
standardize language for discussion and planning of the
Initiative
. Definitions are from
the most authoritative sources available, and mostly this means the federal
government.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

69

Associated Metrics List


Associated Metrics

List


BECP:
The Department of Energy's Building Energy Codes Program




http://
www.energycodes.gov/

CT:


The Carbon Trust, UK


http://www.carbontrust.co.uk/default.ct

DOE:

Department of Energy


www.doe.gov

ICBE:

International Carbon Ba
nk and Exchange


http://www.icbe.com/0.asp

NAPA:

National Academy of Public Administration


http://www.napawash.org/aa_social_equity/index.html

PREC:

Program for Resource Efficient Communities


http://buildgreen.ufl.edu/

WAPTAC:

Weatherization Assistance Program Technical Assistance Center


http://www.waptac.org/sp.asp?mc=what_glossary



Baseline Energy Use (ICBE)

The average energy use measured by kilowatt hour per square foot of conditioned interior
space of a particular type of home in a p
articular climate region.


Building Envelope (BECP)


The elements of a building that separate conditioned space from unconditioned space or that
enclose semi
-
heated spaces through which thermal energy may be transferred to or from
the exterior, unconditi
oned spaces, or conditioned spaces.


Carbon Footprint (CT)

The total set of GHG (greenhouse gas) emissions caused directly and indirectly by an individual,
organization, event or product. (UK Carbon Trust 2008)


Carbon Offset (ICBE)

A reduction in greenhou
se gas emissions; typically explained as an increase in one sector that is
compensated for by a decrease in another.


GHGS/Greenhouse Gasses (DOE)

Those gases, such as water vapor, carbon dioxide, nitrous oxide, methane, hydrofluorocarbons
(HFCs), perfluor
ocarbons (PFCs) and sulfur hexafluoride, that are transparent to solar (short
-
wave) radiation but opaque to long
-
wave (infrared) radiation, thus preventing long
-
wave
radiant energy from leaving Earth's atmosphere. The net effect is a trapping of absorbed
r
adiation and a tendency to warm the planet's surface.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

70

Associated Metrics List


House (PREC)

The official criteria for the "typical" Alachua county single family detached home are as follows:




3 Bedroom



2 Bath



Built in 1970



1 Story



1760sf of conditioned floor area



2335sf of total living space



Central A/C



Natural Gas Furnace



Concrete Block



Slab on Grade Foundation



Asphalt Shingle Roof


Low
-
Income (WAPTAC)

2009 Poverty Income Guidelines and Definition of Income

INCOME LEVELS

Size of Family Unit

T
hreshold

200%


1


$10,830

$21,660


2


$
14,570

$
29,140


3


$
18,310

$
36,620


4


$
22,050

$
44,100


5


$
25,790

$
51,580


6


$
29,530

$
59,060


7


$
33,270

$
66,540


8


$
37,010

$
74,020

Each additional member add

$3,740

$
7,480


Social Equity (NAPA)

The fair, just and equitable management of all institutions serving the public directly or by
contract; the fair, just and equitable distribution of public services and implementation of
public policy; and the commitment
to promote fairness, justice, and equity in the formation
of public policy.
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71

Social Equity Definitions


Social Equity Definitions


Earnings

Earnings is defined as the algebraic sum of wage or salary income and net income from self
-
employment. Earnings represent the amount of income r
eceived regularly before
deductions for personal income taxes, Social Security, bond purchases, union dues,
Medicare deductions, etc.

Related term:
Income

http://factfinder.census.gov/home/en/epss/glossary_e.html#earnings


Employed

Employed includes all civilians 16 years old and over who were either (1) "at work"
--

those
who did any w
ork at all during the reference week as paid employees, worked in their own
business or profession, worked on their own farm, or worked 15 hours or more as unpaid
workers on a family farm or in a family business; or (2) were "with a job but not at work"
--

those who did not work during the reference week but had jobs or businesses from which
they were temporarily absent due to illness, bad weather, industrial dispute, vacation, or
other personal reasons. Excluded from the employed are people whose only acti
vity
consisted of work around the house or unpaid volunteer work for religious, charitable, and
similar organizations; also excluded are people on active duty in the United States Armed
Forces. The reference week is the calendar week preceding the date on
which the
respondents completed their questionnaires or were interviewed. This week may not be the
same for all respondents.

Related terms:
Labor force
,
Unemployed
,
Worker

http://factfinder.census.gov/home/en/epss/glossary_e.html#earnings


Homeowner Vacancy Rate

The homeowner vacancy rate is the proportion of the homeowner housing inventory

which
is vacant for sale. It is computed by dividing the number of vacant units for sale only by the
sum of owner
-
occupied units and vacant units that are for sale only, and then multiplying by
100.

Related terms:
Owner
-
occupied housing unit
,
Rental vacancy rate

http://factfinder.census.gov/home/en/epss/glossary_h.html


Housing Unit

A house, an apartment, a mobile home or trailer, a group of rooms, or a single room
occupied as separate living quarters, or if vacant, intended for occu
pancy as separate living
quarters. Separate living quarters are those in which the occupants live separately from any
other individuals in the building and which have direct access from outside the building or
through a common hall. For vacant units, the c
riteria of separateness and direct access are
applied to the intended occupants whenever possible.

http://factfinder.census.gov/home/en/epss/glossary_h.html


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

72

Social Equity Definitions


Income

"Total income" is

the sum of the amounts reported separately for wages, salary,
commissions, bonuses, or tips; self
-
employment income from own nonfarm or farm
businesses, including proprietorships and partnerships; interest, dividends, net rental
income, royalty income, or

income from estates and trusts; Social Security or Railroad
Retirement income; Supplemental Security Income (SSI); any public assistance or welfare
payments from the state or local welfare office; retirement, survivor, or disability pensions;
and any othe
r sources of income received regularly such as Veterans' (VA) payments,
unemployment compensation, child support, or alimony.

Related term:
Earnings

http://factfinder.census.gov/home/en/epss/glossary_i.html#income


Poverty

Following the Office of Management and Budget's (OMB's) Directive 14, the Census Bureau
uses a set of money income
thresholds that vary by family size and composition to detect
who is poor. If the total income for a family or unrelated individual falls below the relevant
poverty threshold, then the family or unrelated individual is classified as being "below the
povert
y level."

Related term:
Income

http://factfinder.census.gov/home/en/epss/glossary_p.html


Poverty Guidelines

United States Department of Health and Human Services

The 2009 Poverty Guidelines for the

48 Contiguous States and the District of Columbia


Persons in family

Poverty guideline

1

$10,830

2

14,570

3

18,310

4

22,050

5

25,790

6

29,530

7

33,270

8

37,010

For families with more than 8 persons, add $3,740 for each additional person.

http://aspe.hhs.gov/POVERTY/09poverty.shtml




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73

Social Equity Definitions


Low
-
Income (WAPTAC)

2009 Poverty Income
Guidelines and Definition of Income

INCOME LEVELS

Size of Family Unit

T
hreshold

200%


1


$10,830

$21,660


2


$
14,570

$
29,140


3


$
18,310

$
36,620


4


$
22,050

$
44,100


5


$
25,790

$
51,580


6


$
29,530

$
59,060


7


$
33,270

$
66,540


8


$
37,010

$
74,020

Each additional member add

$3,740

$
7,480

http://www.waptac.org/si.asp?id=1318


Selected Monthly Owner Costs

In Census 2000 the selected monthly owner costs are calculated from the sum of payment for
mo
rtgages, real estate taxes, various insurances, utilities, fuels, mobile home costs, and
condominium fees. Listing the items separately improves accuracy and provides additional
detail. When combined with income, a new item is created
-

Selected Monthly Ow
ner Costs
as a Percentage of Household Income. This item is used to measure housing affordability
and excessive shelter costs. For example, many government agencies define excessive as
costs that exceed 30 percent of household income.

http://factfinder.census.gov/home/en/epss/glossary_s.html


Social Equity

“The fair, just and equitable management of all institutions serving the public directly or by
contract; the fair, just and
equitable distribution of public services and implementation of
public policy; and the commitment to promote fairness, justice, and equity in the
formation of public policy.”

http://www.na
pawash.org/aa_social_equity/index.html


Unemployed

All civilians 16 years old and over are classified as unemployed if they (1) were neither "at
work" nor "with a job but not at work" during the reference week, and (2) were actively
looking for work during

the last 4 weeks, and (3) were available to accept a job. Also
included as unemployed are civilians who did not work at all during the reference week,
were waiting to be called back to a job from which they had been laid off, and were
available for work e
xcept for temporary illness.

Related terms:
Employed
,
Labor Force

http://factfinder.census.gov/home/en/epss/glossary_u.html#unemployed


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Social Equity Definitions


Vacant Housing Unit

A housing unit is vacant if no one is living in it at the time of enumeration, unless
its
occupants are only temporarily absent. Units temporarily occupied at the time of
enumeration entirely by people who have a usual residence elsewhere are also classified as
vacant.

Related terms:
Housing unit
,
Usual residence elsewhere
,
Occupied housing unit

http://factfinder.census.gov/home/en/epss/glossary_v.html
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

75

Goal 2


Task 3: Educational Materials


Goal 2


Task 3
: Educational Materials

Intent:
In order to address this task a list of documents that
provide the most current, relevant, and appropriate
information for use by households seeking to reduce their
energy consumption has been included. *Due to spac
e
limitations only a sample of the referenced documents has
been included in this package.


Under Goal 2 Task 3 there are 2 deliverables:

1.

Utility Summary

This document provides basic demand side program, education outreach and
contact information for all

utility providers in Alachua County. It also shows how many
customers each utility services in the County.

This data is subject to change over the course of implementation of the 10,000
Home Initiative and will need to be streamlined to create homeowner
training
documents of proper scope and content. It is designed as a reference material and
provides contact information for potential collaborators for the
Initiative

and for
general, energy education.

2.

Participant Education Information (Appendix B)

The Uni
versity of Florida’s IFAS Extension Service houses and disseminates the most
accurate and relevant information for Florida residents. In particular, the
Energy
Efficient Homes
series of EDIS documents can serve as a starting point for creating
participant
training documents tailored for the 10,000 Home Initiative. See Appendix B
for excerpts from this document series.

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77

Utility Summary


Alachua County Utility Provider Summary of Demand
Side Managem
ent Programs

Central Florida Electric Co
-
op:

Online Resources:


http://www.cfec.com/


Energy Conservation Tips

Residential Appliance Calculator

Residential Savings Programs and Rebates:

Home Energy Audit

Rebates:

None

currently but hope to implement some within the year.

Magazine:


Monthly publication which always highlights energy savings tips and timely
maintenance, e.g. A/C unit service prior to summer months.

Billing Stuffers:


Will include these when necessary to
advertise new programs, e.g.


Rebate programs.

Demand Side Management Contact:

A.D. Goodman

800.227.1302x233

Serving

about 100 customers outside of Newberry in Alachua County.


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

78

Utility Summary


City of Alachua:

Online Resources:

http://www.cityofalachua.com/index.asp?Type=B_BASIC&SEC={A1C71AD8
-
781E
-
4FDF
-
98D6
-
93D849880048}


Will have online account options in next severa
l weeks


Interested in my suggestion of putting energy savings tips on


improved website

Billing Stuffers:


Occasional pamphlets

Residential Savings Programs & Rebates:


GRU used to go out and do Home Energy Audits for ~$25 but


discontinued

Demand Side

Management Contact:


Charmagne Manning


386.418.6100x132

Serv
ing 4,227
total customers and
3,497 residential.


City of Newberry:

Online Resources:

http://www.city
ofnewberryfl.com/city_departments/public_works_utilities.html


Energy Audit

Billing Stuffers:


Bi
-
Monthly

Energy Conservation Workshop:


Advertised at bottom of bill


Advertised on Public Access Channel


Free

Demand Side Management Contact:

Blaine Suggs

35
2.472.1537

Blaine.Suggs@ci.newberry.fl.us

Servi
ng 1,100
total
c
ustomers and
891
residential
.


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

79

Utility Summary


Clay Electric Co
-
op:

Online Resources:

http://clayelectric.com/nrgtips.aspx

Summer Energy Tips

Winter Energy
Tips

Energy Efficiency of Household Appliances

A Guide to Replacing Heat Pumps and A/C Units

How to Budge Electricity/Read a Meter

Water Heating

Touchstone Energy Savers Website:

https://touchstoneenergy.cooperative.com/public/index.html

Residential Savings Programs and Rebates:


Energy Smart Rebate Program:


Rebates for ceiling insulation and installation of high

efficiency heat pumps and solar water heating systems.


Energy Walk
-
Through Surveys


Energy Loan Program:


Low
-
interest loans to help finance energy efficiency

improvements, up to $7,500.

Newsletters:


“Kilowatt”:


Bi
-
Monthly newsletter that highlights energy
-
savings

material.


“Power Line”:


Monthly newsletter included wi
th bill and available online

and through customers’ online account.

Demand Side Management Contact:


Henry Barrow, Director of Member & Public Relations


473.4917x8266

Has 165,000 member
-
owners over 14 counties.

Serving

~20,000
total customers
in Alachua

County.


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

80

Utility Summary


Florida Power and Light:

Online Resources:

http://www.fpl.com/residential/electric/highbill.shtml

Fuel and Your Bill

Common Causes of High Bills/FPL Budget Billing®

Interactive House

Top 10 Tips to Save Energy

On Call®

Program to Voluntarily Turn off Certain Equipment

Energy
-
Savings Programs and Rebates

Online Home Energy Survey

Online Energy Store

Appliance Energy Savings

Tips for Seasonal Residents

Residential Savi
ngs Programs and Rebates:

http://www.fpl.com/residential/savings/index.shtml

A/C Buying Program

Ceiling Insulation Program (Incentive Payment to Install New Insulation)

Duct System Test & R
epair

BuildSmart® (New Home Construction)

Energy Savings Toolkit

Energy Efficiency Contractors List

Photovoltaic Systems Help

Newsletter:

“Energy News”:

Billing Insert/Online in Customer Account

Online Account Tailoring Option:

Allows customization of acc
ount informational fields, e.g. so more energy saving tips
appear.

Demand Side Management Contact:


Brad Goar, DSM Program Manager


9250 West Flagler Street PMO/GO


Miami, FL 33174


561.339.6721

Serving 971 residential customers in Alachua County.


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

81

Utility Summary


Gainesville Regional Utilities (GRU):

Online Resources:


www.gru.com


Energy Savings Tips: Seasonally and Year
-
Round

Create Your Energy Profile

Appliance Calculator

Appliance Comparison

Energy Information Library

Contac
t an Advisor

Residential Savings Programs and Rebates:

*Consult website for current programs as funding for some is not currently available.

http://www.gru.com/YourHom
e/Conservation/Energy/Rebates/rebatesIntro.jsp

Electric Rebate Program

Natural Gas Rebate Program

Solar Incentive Program

Water Rebate Program

Energy and Water Survey

http://www.gru.com/YourHome/Conservation/conservationSurveys.jsp

Newsletter:


Monthly and also available online:


http://www.gru.com/AboutGRU/customerNewsletter.jsp

Demand Side Management C
ontact:


Andrea Santos


352.334.2677

Servi
ng ~90,000 retail and wholesale customers in Alachua County.


10,000 Home Weatherization Initiative: A Community Weatherization Partnership

82

Utility Summary


Progress Energy:

Online Resources:

http://www.progress
-
energy.com/custservice/flares/index.asp

Online Home Energy Check


Home Energy Appliance Calculator


Lower My Bill Toolkit


Savethewatts.com


Energy Saving Tips

Residential Savings Programs and Rebates:


Mail
-
In Home Energy Check


Phone
Assisted Home Energy Check


Walk
-
Through Home Energy Check

Solar Water Heater Rebate

EnergyWise:

Energy credit program through installation of A/C and heat

governor active during

peak
consumption hours.

Connecting Renewable Sources

Energy Efficient Constr
uction Programs

Newsletter:


Emails: Customers sign
-
up to listserv.


E
-
Coupons: To encourage those who have had energy audits to make

improvements.


Twitter: EnergyAdvisors


Monthly Newsletter in Paper Bill & Paperless Bill


Add Energy Tips to Associa
tion Newsletters

Demand Side Management Contact:


Bill Simpson
-

Senior Energy Delivery Technical Project Manager


800.700.8744x2304431


Bill.Simpson@pgnmail.com

Serving 4,800 total customers and 3,900 residential in Alachua County.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

83

Goal 3 Summary


Goal
3

Intent:

Design a conceptual work
-
flow for a community scale
retrofit project that will serve as a framework for program
development.


Under Goal 3

there are
2

main tasks:

1.

Identify organizations
and agencies that are part of the 10,000 Homes Initiative and
give a brief synopsis of how they may participate in program implementation.

In order to address this task a chart was created to display 10,000 Homes Initiative
stakeholders, their organizational scope, and their potential for participating in tasks
related to program implementation.

*Note that only 10,000 Homes Initiative
stakeholders were included in this analysis.
In order to engage the true economic potential of a community scale home retrofit
program private sector contractors would have to be sought out.

2.

Create a conceptual participant perspective work
-
flow
.

In order to address this task a diagram was created to illustrate the conceptual
work
-
flow for the entire project. In addition, a diagram was created to illustrate how a
program participant would be serviced as a

part of the 10,000 Homes Initiative and the
timeline on which project milestones may be completed.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

85

Goal 3


Task 1: Initiative Stakeholders


Goal
3


Task 1
: Initiative Stakeholders

Intent: In order to address this task a chart was created to
display 10,000 Homes Initiative stakeholders, thei
r
organizational scope, and their potential for participating in
tasks related to program implementation.

*Note that only 10,000 Homes Initiative stakeholders were
included in this analysis. In order to engage the true ec
onomic
potential of a community
-
sc
ale home retrofit program
,

private
sector contractors would have to be sought out.


Under Goal 3 Task 1 there is 1

deliverable
:

1.


Stakeholder Primary Function List

This document provides at
-
a
-
glance access to stakeholder information and potential
contribution to the
Initiative
. It would have to be updated to reflect any changes in
stakeholder information. This document is a designed as a reference for
Initiative
plan
ning and continuing contact.
10,000 Home Weatherization Initiative: A Community Weatherization Partnership

87

Stakeholder Function List



Stakeholder Primary Function List

Stakeholder

Organization Scope

Organization Contact

Potential
R
ole

ACTION Network

Work with local church
congregations to address housing
needs of less fortunate

http://www.action
-
network.org/

Nicholas Haskell

Christina Anderberg

352.379.7822


Help distribute
program
information to
potential
participants

Alachua County:

Building
Inspector
,

Growth
Management
,

Poverty
Reduction

The Department of Growth
Management is responsible for long
term Planning and for Development
Services within the unincorporated
area of the county. Through its six
Divisions:
Building
,
Comprehensive
Planning
,
Development Services
,
GIS
,
Housing

and
Zoning
, the Department
prepares, updates and implements
the county's Comprehensive Plan, its
Housing Programs and its Economic
Development, while ensuring
adherence to Building Codes and to
Land Development Regulations.

Growth Management

352.374.5249

Kathleen
Pagan

Senior Environmental Planner

Alachua County
Environmental

Protection
Department

201 SE 2
nd

Avenue, Suite 201

Gainesville, FL 32606

Emial:
kpagan
@alachuacounty.us

(352) 264
-
6811


John Skelly

Director

Alachua County Poverty Reduction

352) 264
-
6749

Provide data that
will be used to
target potential
program
participants

Campus Climate
Solutions

Provide Gainesville residents with
comprehensive training in GHG
auditing, accounting and
management that is both affordable
and practical. We are pleased to
announce our inaugural
course,

An

Introduction to GHG
Accounting and Management,

which
will begin March 2009.

321.298.0059

http://www.campusclimatesolutions.org/

Alison Erlenbach

alison@campusclimatesolution.org

N/A

Central Florida
Community
Action Agency

Private, nonprofit, community
-
based
organization whose purpose is to
reduce poverty and help low
-
income
individuals become self
-
sufficient in
A
lachua, Levy, and Marion Counties.
Among its programs, CFCAA provides
a variety of repairs to weatherize
area homes to improve

their energy efficiency. CFCAA is part
of a nationwide network of
organizations serving the low income
community.

2606 NW 6
th

Str
eet

Gainesville, FL 32609

352.373.7667

http://www.cfcaa.org/

Robert Wilford

rwilford@cfcaa.org

352.378.5892x208

Provide
information
about successful
program
elements to assist
in setup and
problem solving.

10,000 Home Weatherization Initiative: A Community Weatherization Partnership

88

Stakeholder Function List


Community
Weatherization
Coalition

The Community

Weatherization Coalition

Audit Program completes energy

audits for income eligible
homeowners and

puts into place some of the measures
that can

help to save energy at the house
. The
CWC also trains energy auditors who
works as volunteers in their
program.

Wendell A Porter

waporter@ufl.edu

352.392.1864x105

Rachael Neats

Office of Rebuilding Together NCF:

4550 SW 41st Boulevard
-
Suite 2

Gainesville, FL 32608

Phone: (352)450
-
2100

Help to establish
audit protocol
that best fits
program scope,
train auditors,
perform audits

Drops and Watts

Drops & Watts (D&W) is a

locally
-
owned and operated

business
offering

energy and water efficiency
serv
ices

in Gainesville and the
surrounding area.

9200 NW 39th Ave

Suite 130
-
142

Gainesville, Florida 32606

352.562.4510

http://dropsandwatts.com/

Jason Christopher Fults

jason@ufl.edu

352.318.0060

Eduardo Vargas

eduardo@dropsandwatts.com