!!!!!!! Student!Residential!Energy! Efficiency!in!Medford!

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1 StudentResidentialEnergy EfficiencyinMedford Prepared'For:' CityofMedford,DepartmentofEnergyandEnvironment Prepared'By:' MichaelBaskin,BrianFink,andBrennanMullaney BFMConsulting

2 1 TABLEOFCONTENTS ExecutiveSummary...2 PARTONE:EnergyEfficiencyandActors Introduction. 3 ProblemScope..3 Methodology..4 LegislationandPolicy...5 CityofMedfordandEnergy.6 NextStepLiving 6 TuftsUniversity. 7 PARTTWO:DataandAnalysis Data&Analysis. 8 Findings...13 PARTTHREE:RecommendationsandImplementation Recommendations.. 14 Implementation FutureResearch Conclusion...20 PARTFOUR:Appendices AppendixA AllPartyMap. 21 AppendixB CityofMedfordandNextStepLivingMemorandumofUnderstanding. 22 AppendixC EstimatedGeographicDistributionofTuftsStudentsLivinginMedford...24 AppendixDthroughI InterviewswithTuftsOrganizations..25 EndNotes. 32

3 EXECUTIVESUMMARY This project focuses on the intersection of residential energy efficiency programs and the landlordy student tenant relationship in Medford, Massachusetts. We recommend that Medford implement changesintwoareas: 1. Adjustitswebsitetoincludehighervisibilityofresidentialenergyefficiencyprograms.Utilize socialnetworkingtoolstodisseminateinformationandreachstudentpopulations. 2. AskTuftsUniversitytochangeitsResidentialLife,Sustainability,andGraduateschoolwebsites toincludeinformationonoffycampusenergyefficiency,themasssaveprogram,andtheheat loan.coordinatewithtuftsuniversitytomaximizetuftsuniversityymedfordinteractionacross student projects, student fellowships/internships, and the federalywork study program. We believethatleveragingtheseprogramswillprovidemedfordwithcapablestudentsengagedin activeycitizenshipandthatwillproducelittlefinancialcosttomedford.combined,thesetwo areashavethepotentialtoreducemedfordresidentialenergyconsumptionby2.9millionkwh. ' Ourteamaddressedtheresearchquestion:How'can'the'City'of'Medford'reduce'Tufts'student'residential' energy' consumption?' We pursued two different research tracks: how Medford can engage Tufts studentstoreduceenergyconsumptionwithinthelandlordytenantdynamic,andasecondtrackonhow Medford can build upon its relationship with Tufts, and work with the university and its internal organizationstodothesame. Our group notedthatmedfordisaleaderinmunicipalrenewable energy and energy efficiency initiatives within Massachusetts, the number one state in energy efficiency in the nation. However, Basedongroundedestimatesandcalculations,thisreportfindsthatTuftsUniversitystudentsaccount for446housingunitsorapproximately5%oftherentedhousingunitswithinmedford,whichaccount for40%ofthemedfordhousingmarket.notethatthisisjusttuftsuniversitystudentsanddoesnot accountforstudentsfromotheruniversitieswhomayliveinmedford,orothertenantswhoarenony students.byimplementingenergyefficiencyinitiativesthatstudentsarecapableofintegratingincluding doyityyourself improvements, weatherization, and behavioral adjustments, we estimate that Medford canreduceitsresidentialenergyconsumptionby2.9millionkwh.inordertodoso,medfordandtufts Universitywillhavetoprovideinformationonenergyefficiencychangesandspecificcoachinginthe landlordytenantrelationship,themasssaveprogram,theheatloan,andcreativemultiyyearfinancing. 2

4 PARTONE:EnergyEfficiencyandActors INTRODUCTION EachyearanewclassofTuftsundergraduatesmovesoutofonYcampusdormsandintoapartmentsin the surrounding communities of Medford and Somerville. Each year anewcropoftuftsgraduate students sign leasesonapartmentsinthatsame area. Before signing the lease, however, students certainlyaskquestionsregardingutilitiesandbillsintheapartment.forvariousreasons,however,most studentswillnotdiscussenergyefficiencywiththeirlandlord.ourgroupmemberseachfellintothis categoryofrelativelynewmedfordtenants.havingeachlivedpreviouslyinsandiego,texas,orthe Tuftsdorms,ourthreeYpersonteamwasnotawareofsomeofthepolicies,resources,andincentives regarding energy efficiency that exist in Massachusetts. This project set out to look at the landlordy tenant,ormorespecificallylandlordystudent,relationshipinordertoproviderecommendationsabout howtoleveragethatrelationshipintoadiscussionregardingresidentialenergyefficiency. Energyefficiencyessentiallyincludesanythingthatreducestheamountofenergyrequiredtoprovide productsandservices.theunitedstates,particularlyundertheobamaadministration,hasincreasingly focused on energy efficiency to addressenergysecurity,consumptionissues,andassociatedclimate change.aspresidentobamaremarkedinjuneof2009, oneofthefastest,easiest,andcheapestways tomakeoureconomystrongerandcleaneristomakeoureconomymoreenergyefficient. i Secretary of Energy Steven Chu echoed that sentiment in an opinion piece carried by the Richmond TimesY Dispatchlaterthatsummer.Chustatedthat energyefficiencyisnotjustlowyhangingfruit;itisfruit thatislyingontheground. ii PROBLEMSCOPE Sohowdoesonegatherthe fruit ontheground?undertheumbrellaofenergyefficiencyresidesa numberofareasinwhichonecanfocusenergyreductionefforts.amongothers,theseareasinclude: renewables, buildings, transportation, and waste/water. Each of these areas can also be addressed acrossthemunicipal,commercial,andresidentialsectors.asillustratedinthechartbelow,thisanalysis andreportfocusesonsolelyonresidentialbuildings. Commercial Residential Municipal Renewables Buildings X Transportation Waste Water Residentialbuildingsconstantlyuseenergyforheating,lighting,appliances,hotwater,etc.Thediagram belowillustratesthatspaceheating,spacecooling,andwaterheatingcombinetoaccountforover50% ofresidentialprimaryenergyuse. iii 3

5 Olderandlargerhomestendtobemoreinefficient;theMedfordcommunityhasitsshareofboth.The pastdecadeorsohasseenmarkedmaturationinresidentialefficiencytechnologiesaswellaspolicy initiativesstructuredtoenticeefficiencyupgrades.evenso,suchefficiencyimprovementmeasuresdo not always garner universal implementation for financial, educational, and other reasons. Although someofthefindingsmayproveapplicabletootherareasofenergyefficiency(andcertainlyscalableto othercollegecommunities),thisreportremainsconcernedwiththe fruit availabletotuftsstudents livinginmedfordandhowtomakethat fruit evenmoreaccessible. METHODOLOGY Wedevelopedourinitialresearchthrustofenergyefficiencyoverthebeginningofthesecondsemester andlaterrefineditintoaspecificresearchquestion.togainabettersenseofpossiblestakeholders,we attendedthemedfordhomeenergyefficiencyworkshoponmarch28,2012atmedford stownhall. The event was coyhosted by the City of Medford, Metropolitan Area Planning Council (MAPC), Mass Energy and Consumer Alliance, and Next Step Living. We were able to discuss a possible research avenuewithaliciahunt,theenergyefficiencycoordinatorforthecityofmedford,andfocusonthemas ourprimarystakeholder.wethenmetwiththealiciaandcareyduquesfromthecityofmedford s Department of Energy and Environmental on Wednesday, April 4 at Medford s town hall to better understandtheirchallenges,determinewhatwecouldworkthemasanacademicconsultingteam,and developourfocusedresearchquestion.basedonthisdiscussionandunderstandingtheresourcesour 4

6 teamcouldbringtobearontheissue,ourgrouprefinedourresearchquestionandcameupwiththe following: How'can'the'City'of'Medford'reduce'Tufts'student'residential'energy'consumption? WeattendedtheCityofMedford/MAPCLocalEnergyActionProgram(LEAP)workinggroupmeetingon April 10, 2012 at Medford s City Halltogetstarted.Our initial thought, which ultimately held true throughouttheprocess,wasthatmedfordcouldanswerthisquestionswitheffortsalongtwo tracks. ThefirsttrackistodirectlyengageTuftsstudentsinanattempttoeducatethemandinciteactionthat will yield positive steps toward increase energy efficiency. The second track is to leverage Tufts, its existingorganizations,andmedford srelationshipwiththeuniversitytoproduceasimilarresult.witha basicconceptofourtaskandanoverarchingunderstandingoftheframeworkwithinwhichwewere working,ourteamformulatedsomeinterimquestionsthatwefeltwouldhelpusaddressourresearch question. How many Tufts students live in the City of Medford? What current programs exist in Medford and at Tufts? Who from Tufts University talks to students living offycampus? We utilized qualitativeresearchmethodsincludingsemiystructuredinterviews,aswellasdataanalysistoattemptto answersomeofthesequestions. OveratwoYweekspan,ourgroupconductedinterviewswithTufts OfficeofResidentialLife,TuftsOfficeofCommunityRelations,TuftsOfficeofSustainability,TuftsOffice ofstudentfinancialservices,thejonathanm.tischcollegeofcitizenshipandpublicserviceattufts, and Next Step Living. We also conducted communication with professors in Tufts Urban and Environmental Planning (UEP) as well as withmapc. We were fortunate to have MAPC contribute analysis of Medford including owneryoccupied and tenantyoccupied units based on census data. Additionally,weconductedextensiveonYlinesearchesfortownswithlargecollegeYstudentpopulations andpossibleresidentialenergyyefficiencyprograms,aswellassearchingthecambridgeenergyalliance website.ourteamalsocontactedboththeharvardsustainabilityofficeandmitsustainabilityoffice. WethenmetwithProfessorFlytzaniYStephanopoulosandProfessorMoomawonApril25 th toensurewe preparedourfinalreportwithanappropriatefocus.mostrecently,ourgroupattendedthemedford LEAP Visioning Workshop at Medford City Hall on May 2 nd inordertofinalizestakeholderproject presentationandproducthandover. LEGISLATIONANDPOLICY Massachusetts is a leading state with a long, successful record of implementing energy efficiency programsforallcustomersectors.thecommonwealthcreatedanaggressivefundingmechanismand requiredelectricutilitiestoprovideenergyefficiencyprogramsduringitsrestructuringoftheindustryin 1997.Thenaturalgasutilitiesinthestatehaveofferedenergyefficiencyprogramstocustomerssince the late 1980s. The American Council for an EnergyYEfficient Economy (ACEEE) recognized Massachusettsin2011asthetoprankedstateforenergyefficiency.Priortothataccolade,in2008, Massachusettsenactedlandmarklegislation,knownastheGreenCommunitiesAct(GCA),whichboosts energy efficiency and encourages investment in renewable energy. The law was the impetus for numerous statewide programs and initiatives that have the Commonwealth widely recognized as a nationalleaderincleanenergytechnology.specifically,thegreencommunitiesact: Requiredutilitiestoincreaseinvestmentinenergyefficiencymeasures,whichreducedemand anddeliversavingstocustomers. Mandated the design and implementation of threeyyear energy efficiency plans for gas and electricutilities. 5

7 Providedfundingforefficiencymeasuresviatheauctionofpowerplants pollutionallowances throughtheregionalgreenhousegasinitiative. Requiredthat15percentofelectricitybesuppliedbynewrenewablepowerfacilitiesby2020. EstablishedapilotprogramforutilitiestoenterintolongYtermcontractswithrenewableenergy developers to facilitate financing for the projects and to lock in predictable prices for clean energyforcustomers. Encouragedgreenbuildingdesignthroughupdatedcodes,training,andassistance. iv Forourpurposes,oneofthemostimportantoffspringoftheGCAwasthecreationofaninitiative sponsoredbymassachusetts gasandelectricutilitiesandenergyefficiencyserviceprovidersknownas MassSave.Thesponsors,inaccordancewiththeGCA,workcloselywiththeMassachusettsDepartment ofenergyresources(doer)toprovide awiderangeofservices,incentives,trainings,andinformation promotingenergyefficiencythathelpresidentsandbusinessesmanageenergyuseandrelatedcosts. v MassSaveoffersanumberofincentivesandrebatesrelatedtoresidentialenergyefficiencyavailableto tenantsandlandlordsalike.someoftherelevantoffersandrebatesinclude: NoYcostHomeEnergyAssessments(HEA) Upto$2,000perunittowardtheinstallationofapprovedinsulationimprovements 0%loanforupto7yearsasthroughtheHEATloanprogram Variousrebatesonqualifyingenergyefficientheatingandhotwaterheatingequipment vi CITYOFMEDFORDANDENERGY TheCityofMedfordhasastrongtrackrecordasaleaderinenergyinitiatives,whichincludesalonglist offirstsandinitiativesinenergyandenvironmentactivities.manyoftheseachievementsstartedwith the adoption of the first municipal Climate Action Plan in the Commonwealth of Massachusetts in vii However,Medfordhasnotupdateditsstrategicenergyobjectivessince.Currently,theEnergy andenvironmentoffice(e&e)isresponsibleforoverseeingandimplementingenvironmentallysound programsinthecityofmedford.incooperationwithotherdepartmentsandorganizations,thee&e officeworkstoimproveenergyefficiency,airquality,climatechangeprotection,wetlandsprotection, openspaceconservation,andstormwatermanagement. viii One of Massachusetts first Green Communities, Medford was one of eight communities recently selected to partner with the Metropolitan Area Planning Council (MAPC) and participate in the Local EnergyActionProgram(LEAP).Inajointeffort,Medford se&eofficeandmapcwillplanforandlaunch innovativeandfinanciallysustainableprojectsthatreduceenergyuseandgreenhousegasemissions. ThiseffortwillyieldanewenergystrategyforMedfordanditscitizens. NEXTSTEPLIVING NextStepLiving(NSL)isaresidentialenergyefficiencycompany,providinghomeenergydiagnosticsand improvements to the great New England area. The company claims to be a sociallyyconscious, environmentallyyfocused, resultsydriven organization dedicated to helping our customers lower their energybills,increasethecomfortoftheirhomes,andreducetheircarbonfootprint. ix NSLoffersnoY costhomeenergyassessmentsundertheprovisionsofthemasssaveprogram.thecityofmedford and NSL signed a memorandum of understanding (see Appendix B) in March 2012 outlining the provisionsoftheirrelationshipandtheconductofhomeenergyassessmentsinmedford. 6

8 BFM Consulting discussed Next Step Living and the home energy assessment process with Michael Miranda,CommunityProgramsManager,onApril20 th. The discussion revealed a couple of items of relevancethatweretakenintoconsiderationintherecommendationoutlinedlaterinthisreport.the NSL business model is based on Massachusetts energy policies and focuses heavily on weatherization/insulation.theactualstepstakenduringahomeenergyassessmentvariesbasedonthe NSLemployeeconductingtheHEA.Behavioralchangesareaddressedatthediscretionoftheindividual NSLauditorduringhomeenergyassessments. TUFTSUNIVERSITY TuftsUniversityisaprivategraduateandundergraduateinstitutionfoundedin1852.Ithasthreemain campuses:themainonelocatedinsomerville/medford,oneinboston schinatown,andoneingrafton, Massachusetts.Ithasapproximately7500studentswhostudyatitsMedford/Somervillecampus.Tufts hasanumberoforganizationsthatthecityofmedfordcouldandshouldengagewhenaddressingthe questionathand.seeappendixaforalistingofallpartiesaswellasappendicesdthroughifornotes frominterviewswiththevariousorganizations. InordertogetagraspofTuftsresidentialprogramsameetingwasheldwithDoreenLong,theassociate director of the office of Residential Life and Learning. After speaking with them their role at the University became clearer. They serve primarily as a bridge between facilities and the students. The DeanofStudentsisinchargeoftheoffice.Theirmainfocusisinthedormsoncampus,wherethey implementasystemofresidentialdirectorsandadvisorstohelpmaintainasafecommunityforstudents livingoncampusintuftsfacilities.thereappearstobelittlecontactwithstudentsoffcampusandthere arenooffcampusprograms. There is a webpage on the Residential Life and Learning website for students moving off campus, howeverthereislittleenergyinformation.additionallytheyholdinfosessionsforstudentsmovingoff campus,typicallyinnovember.thereareusuallytwoperyear,oneinadormupyhillandoneinadorm downhill.thefocusoftheseinfosessionsisnotenergyrelated.rather,itfocusesonaspectssuchasthe typeofneighborhoodthehouseisin,whoisresponsibleforpayingutilities,andonwhatdaysthetrash iscollected. Their program totals 10 residential directors and 27 residential advisors. All of the RDs are graduate studentsandtherasareundergraduates.itisnotrequiredforrastotalktostudentsaboutmovingoff campusorenergyproblemsalthoughitisencouraged.itispossibletohangsignsorpostersorhave pamphletsdistributedindormsafterbeingapprovedbytheoffice.thiswouldbeaneffectivewayof educating students on campus about energy efficiency before they make the transition off campus. Thereareabout2,400studentsoncampusindorms. Students typically find their homes off campus without the help of the office of Residential Life and Learning. This is done through Craig s List, Jumpoffcampus.com, and word of mouth. Graduate and undergraduatestypicallyfindtheirhomesindependentlyandthereislittlecommunicationbetweenthe twostudentbodies.therearenojoinprogramstohelpthemcollaborateandfindhomes.itappears thatthegapbetweenoffcampusstudentsandreslifeisratherlarge.thismakesitdifficultforthemto targetenergyefficiencyinoffcampushomes. 7

9 PARTTWO:DataandAnalysis DATAANDANALYSIS Inordertogetascopeofthetargetedpopulation,itwasnecessarytocalculatethenumberofTufts studentsinthecityofmedford.aftertalkingtoreslifeandseveralothertuftsorganizationsaswellas thecityofmedford,itwasevidentthatthisdatawasneitherkeptbytuftsuniversitynorthecityof Medford. This served as a slight obstacle but using the Tufts University fact book and Medford city censusdataitwaspossibletodevelopanaccurateestimate. First, both fullytime and partytime undergraduate students were accounted for. Because the total numberofundergraduatesisknownaswellasthenumberofundergradsindorms,itwaspossibleto subtractthetwofindingthetotalnumberofundergraduatesinneedofhousingoffcampus.however, notallofthesestudentsarelivinginhouses.alargenumberofjuniorsstudyabroadthroughoutthe year.thesenumbersagainwereaccountedforusingthefactbook.unfortunately,thefactbookonly includesundergradsabroadontuftsprogramssoitwasassumedthatthesamenumberofundergrads studyabroadonnonytuftsprograms.excludingthestudentsabroadandthestudentsoncampus,the numberofstudentslookingforoffcampushousingwasfound. However, not all of these students are looking for homes in Medford. Tufts liesontheborderof SomervilleandMedford,anditwasestimatedthat40%ofundergraduatesliveinMedford.Finally,the total number of Tufts undergraduate housing units was calculated from the number of students in Medford.WithanaveragenumberoffourTuftsundergradperhousehold,itwaseasytodividethetwo forthefinalnumber. Next,bothpartYtimeandfullYtimegraduatestudentswereexamined.BecauseTuftsgraduateschools arelocatedonseveralcampuses,onlystudentsfromthesomerville/medfordareawereincluded.this included graduate students from the Graduate School of Arts and Sciences, the Graduate School of Engineering,andtheFletcherSchool.Asmallnumberofgraduatestudentsliveoncampus,whichwas accountedforusingthefactbook;therestwereassumedtoliveoffcampus. Again,itwasnecessarytoestimatethenumberofgraduatestudentslivinginMedfordspecifically.After talkingtoseveralgraduatestudentsthisnumberwasdeterminedtobe25%.fromtheseestimations andthegivendata,thetotalnumberofgraduatestudentslivinginmedfordwasdetermined.finally,it wasassumedthatthereareonaveragetwotuftsgraduatestudentsperunit.thismadeitpossibleto find the number of housing units occupied by Tufts graduate students in Medford. All of these calculationsforgraduatesandundergraduatesmaybefoundinfigure1. 8

10 Figure1: TuftsUndergraduates 5194 GraduateStudents 2334 (partandfulltime) (partandfulltime) UndergradsonYcampus 3282 INCLUDES: UndergradsoffYcampus 1912 GSAS SOE StudyabroadTuftsprograms (113) FLETCHER StudyabroadNonTuftsprograms (113) GradsonYcampus (118) GradsoffYcampus 2216 Undergradsinhomes 1686 Gradsinhomes 2216 Homesrented(4undergrads/home) Homesrented(2grads/home) 1108 Assume40%ofundergradslivein Medford Assume25%ofgradslivein Medford Total: Medfordhomesrented Medfordhomesrented Next,thenumberofhomesinMedfordwasanalyzed.Fromcensusdatathetotalnumberofhomeswas determined.thiswasbrokendownbyrenteryoccupiedandowneryoccupiedhomes.figure2displays thishousingbreakdown.comparingthetotalnumberoftuftsoccupiedhousingunitsinmedfordtothe totalnumberofrentedhousingunitsinmedforditwasdeterminedthat5%ofrenteryoccupiedhousing unitsaretuftsstudents.seefigure3. 9

11 Figure2: Ownervs.RenterToccupied 60% 40% RenterYoccupied OwnerYoccupied OwnerOccupied RenterOccupied TotalHousingUnits Figure3: RenterToccupiedUnitsinMedford 5% 95% TumsStudents OtherTenants 10

12 HowmuchofanenergydifferencecaneachunitorTuftsstudentsmake?Firstitisnecessarytolookat theaverageannualhouseholdconsumptionbyenergyandexpenditure.thiscanbeseeninfigure4.it isapparentthatthelargestenergydemandresultsfromspaceheating,howeverotherareasmayalso betargeted. Figure4: AverageAnnualHouseholdConsumptionandExpenditures Use$ Energy$(MMTBU)$ Energy$(kWh)$ Cost$ ($0.145/kWh)$ SpaceHeating $1188 AirConditioning $98 Waterheating $367 Refrigerators $162 Other Total There are several areas in which students can make changes. These changes may be categorized as behavioral,doyityyourselfimprovements,andweatherizationupgrades.behavioralchangesoftenhave noinvestmentandarestillabletoreduceenergydemandandreducecosts. Onecasethatwasconsideredisleavingalightbulbonforextendedperiodsoftime,whichcaneasilybe preventedbyturningthelightsoffwhenleavingaroom.however,likemanypeople,collegestudents sometimes forgetorfailtorecognize the impact of leaving the light on. An analysis of the impacts revealstheimportanceofrememberingthissimpletask.thefollowinganalysiswasdonefora100w incandescentlightbulbwithalifetimeof2,000hourscosting$0.49anda40/60wcflwithalifetimeof 10,000hourscosting$1.72attheMedfordelectricrateof$0.145/kWh. Leaving one incandescent bulb on for an entire month consumes 64.1 kwh of energy, which is equivalentto$10.25incost.similarly,leavingonecflonforanentiremonthconsumes16kwhand costs$2.57.needlesstosay,thenumberofextrabulbleftonandthehoursthattheyarebeingunused wastesassignificantamountofenergyandmoney.furthermore,cflsareamuchbetteroptionwhen lookingatthesenumbers.switchingfromincandescenttocflsisonedoyityyourselfupgradethatcan makeabigdifference. Inordertoestimatethesavingsofmakingtheswitchitwasassumedthattheaveragehomeruns10 lightbulbs4hoursadayeach,totaling40hoursoflightbulbuse.overthecourseofayearthesavings fromswitchingto10cflbulbsaddup.infact,thesavingstotal$157.40or1085.5kwhannually. 11

13 Another question that student residents often consider is whether it is better to turn down their thermostatanduseaspaceheater,orkeepthethermostatturnedup. It is estimated that for each degreefahrenheitlowered,thereisa3%savingsonspaceheating.loweringthethermostatfrom64to 60degreesforthewintermonths,OctoberthroughMarch,resultsina12%savings,whichisequivalent to$87.84fornaturalgasand$304.20foroil.thesenumbersmustthenbecomparedtothecostof runninganelectricheater. Astandard1500Wspaceheaterconsumesasignificantamountofenergy. In one month theheater uses547.9kwhor$79.71atmedford scurrentelectricrate.fromthesenumbersitisapparentthatit ismoreeconomicaltokeeptheheatonforbothoilandnaturalgasheat.althoughthespaceheaterisa closercompetitorforoilheat,afterfourmonthsitischeapertohavebeenusingtheheat. AnotherdoYitYyourselfupgradethatcanmakeanenergydifferenceisbuyinganinsulatingjacketforhot waterheaters.thesejacketscostabout$20andreducewaterheatingcostsbyabout6%.annually, thesesavingstotal1.29mmbtuor$22.02attheaveragefuelmixforwaterheatinginmedfordhomes. Thisindicatesthatinjustoneyearthesavingsfromtheinsulatingjacketpayfortheinitialinvestment. Furthermore,thejacketcanbetakenwiththestudentwhentheymovetocontinuesavingenergyand money. Beyondtheseeasierchangesthereareweatherizationandfuelswitchinvestmentsthatcanmakeabig differenceinenergysavingsbutaremuchmoreexpensive.fortunately,massachusettshasprogramsto help homeowners make upgrades through rebates. For example, Massachusetts gives $2,000per energy meter to put insulation in walls. Many homes in Medford, especially those rented by Tufts studentshavemultiplemetersperhouse.thismeanslandlordsmaybeeligiblefor$4,000to$6,000for upgrades. NextStepLivingisonecompanyintheareathatspecializesinenergyauditsandinsulatinghomes.They reportanaverage$250inannualsavingsaftermakingtheupgrades.thisisequivalentto18mmbtuof energy savings for the average fuel makeup for space heating in Medford. Understandably,these savingswouldbegreaterforoilandlessfornaturalgassincethecostofheatingahomewithnaturalgas issignificantlylower. Theswitchfromoiltonaturalgasisagreatwaytoenergycostsbutcanprovecostlyandisnotalways available.inbostontheaveragehomewinterheatingbillforusingoilisawhopping$2,535compared to$732fornaturalgas.thisisadifferenceof$1,803.althoughtheaveragecosttoupgradeis$5,000, theinvestmentpaysforitselfbythethirdyear.theinitialinvestmentisquitesubstantial, therefore hinderingthischangebymanylandlords.tuftsstudentrentingforonlyayearortwohavenoincentive tomakethesechangesthemselves. Manyofthechangestoreduceenergyconsumptionaresummarizedinfigure5.Theseenergysavings areshownforindividualunitsaswellasforalltuftsrentedmedfordhomes.notonlyaretheenergy savings significant but also the monetary totals are also rather large when extrapolating to all of the units. There are many ways Tufts students renting in Medford can cut energy use the challenge is educatingandmakingthemawareofthechanges. 12

14 Figure5: Category Action PerHome Tufts>Medford$Homes$ kwh$ Monetary$ kwh$ Monetary$ CFLs% 108.5%kWh% $157.40% 48391%kWh% $70,200.40% Do.it.Yourself$ Hot%Water%Jacket% 378.1%kWh% $22.02% 168,632.6%kWh% $9,820.92% Total% 486.6%kWh% $179.42% 217,023.6%kWh% $80,021.32% NSL$ Behavior$ Insulation% %kWh% $250% 2,354,767.4%kWh% $111,500% Total% %kWh% $250% 2,354,767.4%kWh% $111,500% TurnDoff%lights% 769.1%kWh% $123.06% %kWh% $ % Total% 769.1%kWh% $123.06% %kWh% $ % All$Combined$ Overall%Total% %kWh% $552.48% %kWh% $ % Furthermore,abestYcasescenarioinwhichallTuftsresidentsinMedfordmakethechangesoffigure5is outlined. Implementing these upgrades results in about a 20% increase in energy efficiency for each home. By comparing these numbers to the city of Medford s total residential energy use, the total savingsfromtheseupgradesbecomesapparent.ifalltuftsrentedmedfordhomesmakethesechanges thecityofmedfordwillseealittleovera1%savingsintheirresidentialenergysector.thisnumberis consistentwiththefactthattuftsstudentmakeupabout5%oftheresidentialsectorandeachhome wouldbesaving20%. FINDINGS Broadly speaking, therearesignificantgaps in the various Tufts University organizations and Tufts studentslivingoffycampus.whiletuftshasanumberoforganizationsoncampusthataddressenergy andsustainabilityissuesaswellasstudenteducationandbehavior,noorganizationdealswithbothof theseaspectswhenstudentsresideoffycampus.thefollowingchartillustratesthesegapsastheyrelate tovariousenergyefficiencyareas: OnTCampusResponsibility OffTCampusResponsibility Area 3,400/7,528 4,128/7,528 BuildingEnvelopeEfficiency TuftsFacilities Landlord EnergyBill TuftsFacilities Student Communication DormRA/Student/EcoYRep Landlord/Student BehavioralPrograms TuftsSustainability Student 13

15 Severalotherfindingsthatbearontherecommendationsthatfollowinclude: TuftsUniversitydoesnotmaintainaddressesordataofstudentswholiveoffYcampus.The administrationhasindicatedthatthismaysoonchange. TheOfficeofCommunityRelationshasattemptedoffYcampusstudentoutreachinthepastwith limitedsuccess. TheOfficeofSustainabilitysupportsanumberofprogramsthatdirectlydealwiththeissuesof energy,efficiency,andsustainability;however,theseeffortsareconcentratedonycampus. RelationshipsbetweenTuftsUniversityandtheCityofMedford,thoughwidelyconsidered positive,occuronalargelyadyhocbasisandlackregularityaswellasorganizationaloverlap. PARTTHREE:RecommendationsandImplementation RECOMMENDATIONS Drawingonouranalysisandfindings,wehavedevelopedrecommendationsfortheCityofMedfordto getattheresearchquestionaddressed.recommendationsfallintooneoftwocategories,consistent withthetwotracksdetailedinthemethodologyabove,whichinclude(1)directoutreachtothestudent populationlivinginmedfordor(2)leveragerelationshipswithtuftsuniversitytoeducate,inform,and reachouttostudents.bothtracksgetaddressthequestionathand,however,eachutilizesdifferent meanstoachievethedesiredoutcome. TrackOneRecommendations: WerecommendthattheCityofMedfordincreasetheavailabilityofenergyefficiencyprogramsforlocal citizens and residents, primarily through online means. Specifically, we recommend updating its municipal energy and environmental website to include a link to the Mass Save website. Of note, Medford s GoGreenMedford websiteincludesalinktothemasssavewebsiteundertheresidential section,however,werecommendthisbythefirstlinklocatedundertheresidentialsite.addinga Mass SaveMedfordticker thattrackedthenumberofmasssaveauditsinmedfordwouldalsoprovidereal timefeedbacktomedfordanditsresidentsonparticipationintheprogram.thecitycanalsoaddalink orportalforstudentssimilartotheonethatcurrentlyexistsonthecityofbostonwebpage. TrackTwoRecommendations: With respect to working with Tufts University, we recommend that E&EworkthroughtheCityof Medford to ask Tufts University to update its websites withrespecttoresidentialenergyefficiency programs.specifically,werecommendthatthecityofmedfordasktuftsuniversitytohaveitstufts ResidentialLifeandOfficeofSustainabilitywebsitesdescribetheMassSaveprogramandprovidealink to it as well as Medford s Go Green website. As the individual graduate schools located on the Tufts/Medford campus also have their own websites, we recommend the City of Medford ask Tufts UniversitytoincludethesameinformationonitsTuftsOfficeofGraduateStudieswebsiteaswellasthat ofthefletcherschool.wealsorecommendthatmedfordasktuftsuniversitytoincluderesidential energyefficiencyprogramsaspartofitsmovingoffycampus briefings to sophomore year students in November. 14

16 Filling$the$Work$Gap$Through$Student$Programs:WerecommendthattheCityofMedfordEnergyand EnvironmentOffice(E&E)pursuestudentprogramsthatintegratestudentsandtheirabilitytoworkon communityyrelated projects. These programs use several means including fellowships/internships, studentprojects,andstudentemployment.e&ecangainfromtheseprogramsbyhavingstudentsstaff orexecutee&eprogramsthate&ecouldnototherwiseperformwithoutadditionalhelp,butarefunded partiallyorinyfullbynonycityofmedfordentities,orareoverseenaspartofanotherprogram.inshort, E&EcanbenefitatlittlecostbypursuingcollaborativeopportunitieswithstudentsandTuftsUniversity toworkone&echallengesthroughstudentemployment,fellowships/internships,andstudentprojects. About$ Fellowships/Internships: E&EshouldcollaboratewithTuftsUniversitypartnerstoincreaseits integrationwithstudentfellowshipsandinternships.e&ecandothisinseveralways:partneringwith TischCollegeaswellasadvertisinginternshipswithTuftsorganizationsincludingTuftsInstituteforthe Environment(TIE),theUrbanandEnvironmentalPlanning(UEP)department,andTheFletcherSchool. TuftsUniversityhasaspecificcollegededicatedtoactivecitizenship,theJonathanM.TischCollegeof CitizenshipandPublicService.TischCollegeservestheentireTuftsUniversitycommunityincludingboth undergraduateandgraduatestudents. x TischCollegerunstheTuftsCommunityResearchCenter(TCRC), which focuses on way to stimulate communityyengaged research and helps provide seed funding for campus and community partnerships to do that work. xi Tisch College has a board that includes a representativefromthecityofmedford,diannemcleod(medforddiversitycoordinator).additionally, TischCollegeconductsaTischScholarsProjectthatincludestwentyselectedTuftsundergraduatesper year.tischscholarsworkonaprojectforacommunityorganizationforeighthoursperweekaspartof their project. Tisch College accepts Requests for Proposals (RFPs) from organizations in June, and we recommend E&E submittinganrfpforthisprogram.thepointofcontactfortischcollegefor communitypartnershipsisms.shirleymarkatthelincolnfilenecenterforcommunitypartnerships (Shirley.Mark@tufts.edu). Tufts University does not have an internship or communityyservice requirement for all students. However, some schools and programs do mandate internships or communityservice,andstudentsalsopursuethemontheirown.forexample,themaster sprogramin the UEP requiresitsstudentstocompleteaninternshipwithatleast160hours. xii UEP requires organizations to complete an internship agreement with their sponsoring organization. Details are locatedontheirwebsite. xiii WerecommendthatE&EcontactUEPaswellasallTuftsUniversityschools locatedonthemedfordcampusregardinginternshipsfromtheirrespectivedepartments. About$ Student$ Academic$ Projects: E&Eshouldconsidercollaborating with the Tufts academic and research community with a focus on student projects. Many courses at Tufts University require a student project, either individually or in teams, over the course of the semester. This report is an exampleofonesuchproject.itisimportanttonotethatdifferentdepartmentsandcourseswillhave differentstandardsforprojects,whichwillalsobeimpactedbythegradelevelandskilllevelofstudents. E&EshouldbeawarethatinsomeareasgraduatestudentteamsmaybringbroaderandmoreinYdepth skillstoprojects,althoughtuftsundergraduatesarewellyknownforexceptionalprojectsaswell.e&e cancollaboratetohavestudentprojectteamsworkonitsrealworldchallengesbutitwillcomeata nonyfinancial cost. E&Eshouldrecognizethatitwouldneedtoinvesttimetomeetwithstudents, providedata,andnotbeattachedtorecommendationsandresultswheninvolvedwithstudentprojects. Inordertocollaborateforstudentprojects,werecommendE&EbegindialoguewiththeTuftsInstitute fortheenvironment(tie),tischcollege,aswellasindividualdepartmentsincludinguep,theschoolof Engineering,TheSchoolofArtsandSciences,andTheFletcherSchool.Eachoneoftheseschoolshasa differentspecialtyandmaybeabletoaddressonepartofthee&eandmedford senergychallenges.of 15

17 note, TIE is an interdisciplinary universityywide institute that initiates, facilitates, and promotes environmentaleducation,research,andoutreachtowardasustainablefuture. xiv Byinitiatingcontact withtie,e&ewillalsobeabletocollaboratewithinstructorsfromseveraldepartmentswhoaligntheir researchwithtie,aswellasthedepartmentsthemselves.tischcollegecanalsoserveasanimportant coordinatingagencyinthatregard.finally,itisimportanttonotethatinstructorsmustbeawareof projects before the semester begins. In order to facilitate E&EandTuftsUniversitystudentproject collaboration,werecommendthat E&Emeetwiththedepartmentsandcentersnotedaboveseveral timesduringtheyear.werecommendthate&eholdmeetingsinlateaugusttodialogueaboutthefall semester,novembertodiscussthewinter/springsemester,andfebruarytodiscusssummerplans. About$Federal$Work$Study: E&EcanspecificallybenefitfromtheFederalWorkYStudy(FWS)program. FWSisafederalgovernmentprogramcreatedin1965tohelpstudentswithfinancialaid. xv Itdoesthis byprovidingfundstouniversities,tohelpfundstudentsworkingoneitheronycampus(suchasbeinga teacher assistant (TA) or research assistant (RA)) or offycampus positions. The federal government providesanywherefrom50%to100%ofthefundsinthefederalworkystudyprogram,andtheemployer providestherest.tuftsuniversity,harvarduniversity,andthemassachusettsinstituteoftechnology (MIT),alongwith3400otherparticipatingpostsecondaryeducationinstitutionsnationwide,participate in federal workystudy. Additionally, FWS is divided into two time periods: the academic school year (SeptemberYMay)andsummer(JuneYAugust)FWS. xvi Thepercentageofthefundsauniversitydisburses toastudentforfwsvariesbetweenthetwotimeperiods.forexample,tuftsuniversitywillusefws fundstopay75%ofastudent shourlysalaryduringtheacademicyear(employerpays25%),andno longerfundssummerfwsduetoloweringofallocationtouniversitiesbythedepartmentofeducation coupled with prioritization of allocated FWS funds by Tufts University towards the academic year. xvii However,otherlocaluniversitiessuchasHarvarddooffersummerFWS. Federal$Work$Study$at$Tufts:TuftsUniversitydefinesoffYcampuspositionsasonesthatare confinedto communityservicejobsatnonyprofitorganizationsthatdirectlybenefitthecommunity. xviii OffYcampus organizationsmustapplytothestudentemploymentofficetobeapprovedbye&eandthencanhave their job description posted on the Student Employment Office official student employment website, JobX.TheotheroptionisforastudenttoapproachtheStudentEmploymentOfficeafterlocatinganoffY campusposition.ofnote,employershavetheabilitytoterminateemploymentforperformanceormay withdrawfromtheprogram.forthe2011y2012academicschoolyear,tuftsuniversityhad73students workinoffycampusfws.astudentmayapplytoreceivefwsfundsbyfillingouttheirfreeapplication for Financial Student Aid (FAFSA). When a student receives their financial aid awards from Tufts University,theywillknowiftheyreceivedauthorizationforFWS.IftheyareallocatedFWS,thattotal dollar amount is the amount their salary can apply. We will use an example that a student receives $2,000 in FWS from Tufts University. At $15 an hour, a student can work hours under the program.however,tuftsuniversitypaysfor75%ofthestudent shourlysalaryduringtheacademicyear, andtheoffycampusorganizationpays25%.soifthestudentispaid$15anhour,tuftsuniversitypays $15/hourx133.33hoursx75%ofthecostforatotalof$1500.TheoffYcampusorganizationpays$500 tototal$2000. Recommendations$ for$ E&E: TheDirectorofStudentEmploymentatTuftsUniversity,JoanneGrande, has confirmed that E&E iseligibletohaveapositionauthorizedunderoffycampus FWS. xix We recommend that E&E movetoincreasethestaffingofitsofficethroughthefwsprogram,and immediatelycontactthestudentemploymentofficesattuftsuniversity,harvarduniversity,andmitto 16

18 postanoffycampusjobdescriptionforacademicyear2012.inordertodoso,werecommendseveral intermediatesteps: 1) E&Eshouldconductaninitialforecastofitsimplementableenergyprogramsfortheremainder of2012aswellas2013basedonthemapcstrategicreport. 2) E&Eshouldthenidentifyitsstaffrequirements for these programs for fall 2012 (SeptemberY December),winterandspring2013(JanuaryYMay),summer2013(JuneYAugust),andfall2013 (SeptemberYDecember). 3) E&Eshouldthenidentifyitsstaffrequirementsthatcouldbemetbylocaluniversitystudents fromfall2012andwinter/spring2012(septemberymay).e&eshouldconsiderthecapabilitiesof bothgraduatestudentsandundergraduatestudents,aswellasbyexpertisearea(engineering, policy,finances,etc.). 4) E&Eshouldestimatethesalaryforthesestudentpositionsandtotalnumberofhoursneededto work on E&Eprojects.Itshouldthencalculateatotalstudentemploymentcost,andthen calculate25%ofthattoidentifythee&estudentsalarycost. 5) E&Eshouldthenensureitcanallocatebudgetresourcestomeetthestudentsalarycost. 6) E&Eshouldthenrevisititsinitialforecastofitsimplementableenergyprogramsanddetermine ifitshouldexpandordecreaseitsimplementableenergyprogramsbasedonthee&estudent salarycostandavailablefunds. Withthisestimatecomplete,werecommendE&EimmediatelypursuestudentsundertheFWSprogram. Werecommendthefollowingintermediatesteps: 1) ReviewtherequiredinformationbyemployersforanoffYcampusFWSjobatTuftsUniversityat thetuftsuniversitystudentemploymentwebsite. 2) Conduct a phone or inyperson meeting with Ms. Joanne Grande, Director of Student EmploymentatTuftsUniversity. 3) CreateageneraloffYcampusFWSjobdescriptionbyE&Eforstudents. 4) Setaninternalhiringdeadlineandhiringprocesstimelineincludingreviewstudentapplications, conductinterviews(ifthereismorethanonestudentapplying),andchooseacandidate. 5) Post this job description with Ms. Grande and the student employment office at Tufts University. 6) Reviewstudentapplicationsforthejob,andconductinterviewsofstudentstodeterminethe bestfitfortheprogramandfore&e,andchooseacandidate. 7) HirethestudentandcompletefollowYuprequirementswiththeStudentEmploymentOffice. 8) Completesteps1Y4simultaneouslywithHarvardUniversityandMITifE&Edesirestoexpand thepoolofpotentialstudentcandidates. Thefollowingchartbrieflyillustratesthedifferencesbetweenthesevariousprograms: FellowshipsTInternships StudentProjects WorkTStudy TimePeriod: AcademicYear SemesterYLength AcademicYear/Summer BestFor: ProjectImplementation ProjectPlanning/Research ProjectImplementation MedfordFunded? ByProgram/GenerallyNo No 75%Tufts/25%Medford MedfordTime Management ProvidingDataandInterviews Management Requirement 17

19 IMPLEMENTATION It is critical to understand that the process of performing a Mass Save weatherization to a rentery occupiedpropertyissignificantlydifferentthananowneryoccupiedproperty.whilemasssaveandnext StepLivingoftencharacterizetheprocessasjustafewsimplesteps,webreakdownthatsameprocess into no less than sixteenstepsthattakeplaceoveradurationoftwoandahalfmonths.thetable presentedbelowoutlinesthosesteps,thepartiesthatareinvolved,andanapproximatetimelineforthe courseoftheprocess.therentermustbeawareofthefullprocess,whoisinvolved,andhowlongit willtakeinordertosuccessfullycompleteaweatherizationupgrade. Step Action Who Time 1 Onetenantunderstandsprogram Tenant(Student) Day1 2 Tenantsinoneunitunderstandprogram Tenants(Students) Day8 3 Tenantsinallunitsunderstandprogram Tenants(Students) Day15 4 Allunitsdiscussw/landlord Units/Landlord Day22 5 Scheduleallunitshomeenergyassessmentsw/landlorddate Units/Landlord/NSL Day22 6 ConductHEAw/landlordpresent Units/Landlord/NSL Day36 7 ReceiveHEAresults Unit/Landlord/NSL Day36 8 DeterminewhichHEArecommendationstopursue Unit/Landlord/NSL Day36 9 DetermineHEATLoanapplicabilitytocost Unit/Landlord/NSL Day36 10 Agreeonlandlord/tenantcostdivisions(ZOPA) Unit/Landlord/NSL Day36 11 Signlandlord/tenantenergyefficiencyagreement Unit/Landlord/NSL Day36 12 ApplyHEATLoan Landlord Day43 13 ReceiveHEATLoan Landlord Day57 14 ScheduleWeatherization Unit/Landlord/NSL Day57 15 ConductWeatherization Unit/Landlord/NSL Day71Y74 16 ConductMassSaveQA/QC Unit/Landlord/MassSave Day81 When considering the above implementation process, the issues of split incentives and financing certainlycometomind.suchobstaclesdisappear,however,whentheprocessisbrokendownandthe relevantmasssaveoffersareapplied.thebelowchartillustratesanexampleofpossiblefinancingof weatherizationinahomewiththreeunitsora tripledecker.thescenarioassumesaweatherization costof$10,500withanestimatedenergysavingsof$435peryearperunit.applyingtheavailablemass Saveincentivesof$2,000perunitor$6,000totalleavesaremainderof$4,500thatthelandlord,the tenants,orsomecombinationofthetwomustpay.assumingthelandlordrefusestopayforanything, thatremainderof$4,500isextrapolatedoverthesevenyearsoftheloan.thisdemonstratesthateach 18

20 unitwouldpayapproximately$215annuallyfor$435insavings.theweatherizationultimatelysaves thetenantsmoneyevenifthelandlorddoesnotcontributetothecosts.theupgradesalsoenhancethe valueoftheproperty. FUTURERESEARCH Futureresearchcanbuildonthisreportinanumberofways.AcrossYcomparisonoftownsneighboring Medford includingsomerville,arlington, Winchester, Stoneham, Malden and Everett with a focus on theirowneryoccupied/nonyowneroccupiedratioswouldhelpprovideneighboringcontextofmedford versusothercommunities.whilewewereawareofenergyefficiencyprogramsinboulderanddurham, additionalcomparisonofmajorstudentintensivetownswouldalsoprovideausandeveninternational context by similar typecities thosewithalargestudentpopulation.in a more specific focus, GIS mapping of Medford assessor data could help demonstrate visually if and how the renteryoccupied dwellings are grouped in one part of Medford more than others. For future engineering research, a largerfocusonthedifferenttypesofwindowsavailable,theincentivesthatareavailableforwindows, and the projected savings would give a more inydepth look at a complete weatherization processes. Similarly,lifeYcycleanalysisofcompletingafuelswitch,fromoiltonaturalgas,includingestimatesof fuel prices would be insightful. From a financial perspective, determining how many residents have actually used the HEAT loan (by year) while completing a weatherization program in Medford may furtherunderstandingoftheuseandeffectivenessoftheprogram.finally,intermsofpolicy,reviewing MassSave soveralleffectivenessintermsofactualenergyreductionsaswellascarbonemissionswould be helpful. The key requirement for this analysis would be actual residential energy consumption numbersformedfordbyyear.asmedfordisservicedbyoneenergyprovider,nationalgrid,thisdata wouldshedtruelightontheprogram seffectiveness. 19

21 CONCLUSION In conclusion, this report has focused on two tracks to address the landlordytenant relationship in Medford and specifically involving Tufts students: how students can reduce their residential energy consumption while living in Medford, and how Medford and Tufts University can work together to overcomethelandlordytenantchallenge.thisreportisnotperfect wehavehadtomakeassumptions atcertainpointsandhaveillustratedthemtothebestofourability.similarly,thelackofconcreteusage numbers from the utility provider prevents 100% accurate analysis. But this report, conducted by studentsaspartoftuftsuniversitycourse,isastart.tuftsstudentsarefortunateymassachusettshas key energy efficiency policies in place, is rated as the most energy efficient state in the nation, and Medford has a strong history of renewable energy and energy efficiency programs. Within Medford, 40% of the housing units are occupied by renters, and this means a focus on the landlordytenant relationship is appropriate. By working with Tufts to expand the university s focus on offycampus students and residential energy efficiency, including the weatherization/engineering programs, DoYItY Yourself (DIY) steps, and behavioral steps, all parties stand to save money and reduce their energy consumption. Within the other track, by following some of the recommendations in this report, including the maximization of Tufts University student projects, fellowships, and work study, the MedfordEnergyOfficecanhighlighttheimportanceofactivecitizenshipforstudentswhilegrowingand staffingnewcommunityenergyefficiencyprograms.inclosing,byworkingtogether,medfordandtufts arecapableofovercomingthelandlordytenantsplitincentiveproblems.justasimportant,theywillbe ensuringthatstudents,asawarecitizens,arecognizantoftheirenergyusageandcapabilitiesforthe restoftheirlives.togetherwebegin. 20

22 AppendixA AllPartyMap PARTFOUR:Appendices 21

23 AppendixB CityofMedfordandNSLMemorandumofUnderstanding City of Medford and Next Step Living Memorandum of Understanding Next Step Living (NSL) is a Massachusetts-based residential energy efficiency company that provides Mass Save energy assessments and rebates to NSTAR and National Grid electric and gas customers. NSL has experience partnering with communities to create high performing residential energy efficiency programs. NSL is currently running programs in many communities including Boston, Brookline, Cambridge, Needham, Newton, Lincoln, Lowell, and Winchester. The City of Medford seeks to provide resources to its residents to reduce energy consumption in their homes. A primary strategy to achieve this goal is to encourage residents to upgrade the energy efficiency in their homes through weatherization and heating system replacements, and renewable energy installations. In order to identify and prioritize these projects, as well as make the necessary work more affordable, the program will connect residents with no-cost energy assessments and rebates through the Mass Save Home Energy Services program. The City of Medford Census data indicates that there are approximately 17,297 household units in the 1 to 4 family buildings range eligible for this program. New Step Living proposes to create a program that will provide energy assessments to 5% of the eligible units each year, setting an annual goal of over 860 energy assessments. To promote Medford s program and provide the best possible customer experience to Medford s residents, the City of Medford and Next Step Living are joining in a partnership to encourage households in Medford to get home energy assessments in order to access Mass Save incentives. Next Step Living will not receive compensation from the City of Medford for this partnership. The partnership will be evaluated on the anniversary of this agreement or, more frequently as deemed necessary by the City, at which time either party may decide to terminate the partnership with or without cause. While residents will be directed to Next Step Living to access the Mass Save program, all marketing materials will inform Medford residents that they may access the Mass Save program through pathways other than Next Step Living. Below are the expectations of each party. NSL will: Provide a phone number and web portal for interested households identified by the City of Medford to contact Next Step Living to schedule assessments; 22

24 Provide Mass Save assessments and access to weatherization rebates, and connection to the HEAT Loan (zero interest financing for qualified customers); Provide information about weatherization and renewable energy services beyond those covered by Mass Save to residents during Mass Save visits; Assign a Program Manager who will devote 10-20% of their time to assist in outreach planning and support to help City of Medford serve 860 households annually; Help the City of Medford with the design and of promotional materials for s, handouts, posters and banners; Help the City of Medford plan and staff outreach events and campaigns to promote the program; Provide monthly reports on the progress of Medford residents that call into the call center, sign up online, or sign up at events; and, Work with the City of Medford to hire local residents for open positions within Next Step Living and sub contract to local qualified contractors to perform weatherization, insulation and other services within the NSL program. All field staff will have a criminal background or CORI check and be drug tested. City of Medford will: Provide non-financial support for a sustained local publicity effort of Mass Save program. Support can include, but is not limited to the following: o Agreement to use City communication channels such as property tax or water bills to promote the program, o No cost access to City buildings for the purpose of holding town meetings to promote the program, o Support in mobilizing volunteer resources to support outreach efforts, o Access to publicly available City records such as assessor s database and permitting data, Guide households to NSL or Medford-based Mass Save participating qualified Home Performance contractors as the primary entry point for Mass Save, including the use of URLs on the Medford Clean Energy Committee website; and, Collaborate with NSL on additional ideas to connect Medford residents with Mass Save. Michael J. McGlynn, City of Medford Date Gabe Shapiro, Next Step Living Date 23

25 AppendixC EstimatedGeographicDistributionofTuftsStudentsLivinginMedford 24