HomeMy WebLinkAboutWork Session- Rental Housing Energy Efficiency
Rental Housing in Oshkosh:
Improving Energy Efficiency
Matthew Gasper
Brian Gerl
Nathan Kleist
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INDEX
I. Executive Summary……………..3
II. Background/Context………….....4
III. Recommendations…………….....6
IV. Barriers……………………….....11
V. Costs……………………………..13
VI. Stakeholder Identification……..14
VII. Benchmarking…………………..19
VIII. Significance for Sustainability…23
IX. Summary/Conclusion…………..23
X. Works Cited…………………….25
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I. Executive Summary:
This paper is a response to the troubles surrounding the rental housing in Oshkosh.
Working under the guidance of the City of Oshkosh, our goal was to try and determine possible
programs to make rental housing more energy-efficient. The aim of this project is to help
Oshkosh reduce its carbon emissions from rental properties and thus its impact on the larger
ecological footprint of the city. Meeting with the Sustainability Advisory Board, we quickly
learned about the massive agenda they have already. But with approximately 19% of the
greenhouse gas emissions coming from the residential sector, they stressed this as one of the top
issues that needed closer attention. Working with the city and landlords, we are proposing a
landlord incentive program that would improve efficiency of the rental housing stock. Much of
the housing stock within Oshkosh is low-income, rundown dwellings from the 1950s and 60s.
We are recommending a program that can create incentives for landowners to renovate and
retrofit these rental properties using energy-saving equipment and techniques taken on by similar
cities throughout the United States. Some of our focus is dedicated to closing the communication
gap and making reliable information easier to access for both tenants and landlords.
The project consists of many areas of research within the state of Wisconsin and around
the country. We conducted interviews with various stakeholders comprised of landlords, a UW-
Oshkosh administrator, and tenants. We also attended a Winnebago Apartment Association
meeting where we had the chance to meet with and hear from various landlords, the Oshkosh
Chief of Police, and two city council members. One of the keys to unlocking the potential of a
landlord incentive program is addressing the various barriers. There are a considerable amount of
barriers associated with this project. We will present each of them and the solutions we see as the
best fit for the City of Oshkosh based off of already existing projects in other cities around the
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United States. We will address possible solutions to move a program past these previous snags
and believe there are some important factors for success that need to be considered before any
proposed project can be truly successful. We will give a brief context of the situation and then
present our recommendations. To explain our recommendation we will move to important
existing barriers and costs. Following that we will move onto the previously mentioned
stakeholder interviews and interactions we had. Their input outlined overlying themes that would
prove to be the heart of our project for addressing the major problems. Once we understand the
scenario, the problems associated with it, and the attitudes of those involved, we can move
forward and look at what is being done elsewhere to address the issue. Our goal was to take the
best of these programs and include that in our final recommendation that best suits the City of
Oshkosh. After those, we will explain the significance of why this program is important to the
sustainability efforts of the city. Our conclusion will sum up our paper and leave you with our
final thoughts on where Oshkosh should be directed in its steps for a more sustainable
community.
II. Background/Context/Problem Identification:
This project is the result of the city understanding we have a problem with our rental
housing stock. The city states in the International Council for Local Environmental Initiatives
report that the overall quality of many of these structures is rapidly deteriorating, contributing to
both a decrease in energy efficiency and neighborhood aesthetics. According to Donn Lord,
president of the Winnebago Apartment Association, this in turn, leads to stagnant or decreasing
property values. However, we could find no proof that overall property values in Oshkosh are
stagnant or decreasing. This, nevertheless, was a consistent theme when speaking to landlords in
the Fox Valley region. He also points out that the majority of landlords in the state own less than
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three properties. This shows that many landlords use this as a second income, not a primary one.
Much of their expertise and time is devoted to work and projects outside of their rental
properties. The Department of Numbers (2016) states the average rental price in Oshkosh is
around $751 per month as compared to the state average of $1100. According to the Oshkosh
Comprehensive Plan, there are over 10,000 renter-occupied housing units and nearly 14,000
owner-occupied units. This large number of units demonstrates the scale of rental properties we
would have to address. The rental market represents a very large portion of the housing stock in
Oshkosh. In addition, over 46% of households in Oshkosh earn less than $35,000 per year, and
nearly 65% less than $50,000. It is easy to see that a large portion of the households here in
Oshkosh are living off a small amount of money.
It is important to understand where residential housing fits into the ecological footprint of
Oshkosh. According to the Greenhouse Gas Emissions Analysis of Oshkosh, Wisconsin, the
residential sector, as a whole, represents nearly a fifth of all greenhouse gas (GHG) emissions for
the city at 18.58%. Of that, 65% can be attributed to electricity use and 35% to natural gas.
Given the fact that about 45% of all residential housing is rentals, one can assume that about 9%
of all GHG emissions from the city come from rental housing (Sustainability Advisory Board,
2013). It is easy to assume, and important to note, that much of this use can be attributed to
heating costs. Also, the steep downward trend in emissions following the 2008 economic
recession shows us there is a rather significant amount of emissions that can be cut without
adversely affecting living conditions.
Taking on a project that involves people of many different viewpoints is going to have
some issues that arise during the process. To many of the stakeholders involved, it creates
tension because one side wants to manage the housing and make sure that it is safe for living
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while the other wants to be left alone, disconnected from what the city is doing. Landlords feel as
though the city has too much power and should stay out of private housing. There is a fear that
further inspections will only lead to more and more violations and cost them money. The
upgrades that we and the city would like to see require large amounts of upfront capital. This
presents a problem in that the payoff for such renovations would take too long to be realized. If
we were to get landlords to upgrade their homes, we would have to show them that there is a
good return on investment (ROI). There is the debate on whether or not tenants would like to pay
more money to have a more efficient home even when they are in the home for less than a year.
We spoke with Jason Krueger, Co-founder of Gold Star Investments, LLC, and marketing
specialist for Discovery Properties and he said that “if there is a demand for green housing and
people are willing to pay for it, we would follow and change”. Landlords may not want to
improve unless they know the tenants are willing to pay extra for the added energy efficiency.
III. Recommendations:
There are a myriad of barriers to address when formulating a solution. This being said,
there is likely not just one solve-all solution to this problem, according to Golove and Eto (1996).
Our goal is to try to maintain what was successful and discard what was not. We will see that the
split-incentive issue is one of the largest roadblocks to success. For starters, any program must
first begin with a few things that we believe are critical to the success of any perceived project.
We lay those out in the following sections.
Improved Landlord/City Communication
As we found with our interviews and through our research, a lack of communication
between the city and the landlords is a detriment to any possible success. Increasing the
discourse between the two will help foster more trust, a feeling desperately lacking from
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landlords, and an overall better opportunity for mutually-favorable outcomes. This can be done
in a variety of ways. The inclusion of landlords in the discussion of future policies is a good
example. Currently, the city is working on a landlord registration program. This is a great start to
help solve this communication issue. Through this registration, the city will have access to
contact information to all landlords owning properties in the city, even if they live in another
state. This system can also allow for warnings, notifications, and general information pertaining
to the landlords’ livelihoods and properties. Information can be sent out and they can be invited
to meetings or discussions that pertain to their interests. Getting the city and landlords in the
same room can go a long way to forming a positive working relationship.
Centralized Information Source
One huge barrier is the lack of access to information and there being confusion between
existing programs and eligibility according to Williams (2008). Landlords want a one-stop-shop
type of website with access to webinars, website directories, and step-by-step instructions on
multiple fronts. This website could be maintained by the city or a third party organization to help
educate both landlords and tenants on a myriad of issues. These include energy-efficiency
upgrades, recent relevant legal changes, and otherwise general information useful to landlords.
This helps alleviate two barriers we face, communication and ease of access to pertinent
information. Having information on a site that landlords and tenants can easily understand
maximizes the likelihood that they would be willing to make changes. It could start with basic
ideas about simple do-it-yourself projects and work all the way up to major overhauls and
retrofitting projects.
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Standardized Rating System
As we can see with Burford, Gangadharan, and Nemes (2012), a rating system, matched
with a standardized point sheet like the one used in Boulder, CO, could be very beneficial in
helping to promote these upgraded properties. A standardized rating system allows prospective
tenants the ability to compare properties from an environmental standpoint. It would be easy to
see that one particular rating is better than another for prospective tenants’ comparisons. This
puts more power in the hands of the tenants, which in turn could further incentivize landlords to
upgrade their properties. This system could use points, say 0-100, and then based on that score it
receives a letter grade to make it even more simple. In addition, Phillips (2012) demonstrates that
landlords have a willingness to pay for energy rating to help improve the allure of their
properties. As the interview with Bruce Karnitz portrays, there is a possibility of landlord
participation based on the notion they will be receiving free exposure and advertising from a
program backed by the city. It is, however, important to note that we suggest the use of a third
party to conduct the assessments of the properties with accreditation from the city. Accreditation
by the city for these inspectors and any companies performing work gives the program and the
rating of the property even more legitimacy. We suggest a third party or designated energy
professionals conduct these inspections because of the mistrust of the city by landlords. They
basically want as few city officials on their properties as possible, and we believe they would be
more willing to participate this way. This person, or another, could then be the dedicated contact
for the landlord for any information or guidance. This also helps alleviate the information barrier.
For a landlord, having a particular individual that can help guide you along the way is very
beneficial. According to Arena (2012), having a free energy advisory service was vital to the
success of Boulder’s SmartRegs program. Here too, we believe a similar resource would be vital
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to initial and continued success. We believe any project proposed should have the full backing of
the city so it can help facilitate its expansion and appeal to both landowners and tenants.
Green Leases
The next stage of our plan requires both landlord and tenant cooperation but has the
potential to greatly reduce the adverse effect of the split-incentive issue. According to Williams,
as discussed in the benchmarking section, so called “green leases” may be a great solution. She
offers that these leases will align these incentives by making both the tenant and landlord aware
of the expenses. While generally used in the past for commercial leases, we believe there is a real
possibility for the residential sector as well. Essentially, a green lease has the tenants pay their
utility bill for the year upfront to the landlord. Then, the landlord can use this money to help
cover the large upfront costs often associated with energy upgrades. Decisions for the how the
money is to be used are written into the lease contract. In addition, the lease would include
educational information on ways to conserve energy and cut costs. As Eagles (2010) states,
tenant education on money-saving and energy-saving features can greatly reduce consumption
and save them money. Connected to this green lease idea is another concept. This could include
landlords paying at least a portion of the utilities, perhaps half or up to a certain amount per
month. This would also help eliminate the split incentive and provide more reason for landlords
to retrofit their properties with more energy-efficient equipment as mentioned by Levinson and
Niemann (2003) and Ambrose (2015). By capping or paying a percentage, landlords are limiting
the potential and likelihood that tenants will over-indulge in their energy use as can be
sometimes seen with landlord-paid utilities. Money saved under the cap or a predetermined
amount could then be split between landlord and tenant leading to further incentive for both to
limit energy consumption in general and not just improve efficiency. As Pelenur and
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Cruickshank (2012) point out, it is also necessary to consider personal behavior and offer
monetary incentives.
Financing Options
The idea of a green lease requires the landlord to agree on making certain upgrades to
their property. This is where the financial aspect comes into play. There are a number of ways
for upgrades to be paid for. On-bill financing is great in theory but has clearly fallen short of
expectations; landlords simply do not want such long-standing debts on their properties. There is
also a legitimate fear that the presence of such a debt would limit tenant interest in signing a
lease. Also, they fear that they would need to pay off the loan in the result of default or failure to
pay by the tenant according to research by Ambrose (2015) and Eadson (2013). These also
require a lot of paperwork and bring along with them multiple added costs and concerns. This is
one area that would likely require further research to determine which type of financing is best.
There are several options in including on-bill financing, low-interest upgrade loans such as the
case with Me2 in Milwaukee, or 0% financing like we will see in Massachusetts. The latter,
however, would need to be subsidized somehow. It is clear that landlords prefer grants or heavy
subsidies over taking financing options according to our research and Eadson (2013). Grants and
rebates from Focus on Energy℠ could work nicely with along with green leases. Both Hope and
Booth (2014) and Williams (2008), along with Bruce Karnitz argue that tax incentives could
promote energy upgrades to properties. Getting landlord and tenant incentives properly aligned
would allow greater options to pay for upgrades as landlords would now have the incentive to
pursue them. Possibly offering more than just one financing option would be the best way to
move forward from this point.
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IV. Barriers:
There are several significant barriers involved with this type of a project, as there with
any substantial project. It is important to realize that a good number of them can be dealt with in
a few simple steps which we laid out in our proposal. For now, we will focus on these barriers
and how they represent issues for us to break through.
The first barrier is communication. There is a lack of good communication between the
city and landlords. The city does not have a way to contact the landlords. Fortunately, the city is
currently working on a program to require the mandatory registration of landlords to address part
of the issue. Landlords complained that the city fails to inform them about relevant meetings
where key informatio is being discussed. This problem also exists between landlords and tenants.
Tenants are often too timid to make energy-related requests to landlords. In addition, landlords
are unlikely to react unless enough prospective tenants demand such upgrades.
Information is another critical barrier that needs to be handled and coincides with the
communication. Ambrose (2015) suggests that there is a lack of knowledge and an issue with
misinformation available to landlords. We found this to be true when conducting interviews and
during research. The pattern is consistent regardless of who we talked to. Consolidation of
information, correct information, and an easy one-stop-shop were important concepts we came
across. Access to this information for both landlords and tenants is vital to help educate them on
energy efficiency, general household maintenance, and energy-saving tips that can be done on
their own. Part of this education is trying to change the current trends of overconsumption and
get people to willingly change their habits. Reliable, clear, and trusted information are vital to the
proper education needed for landlords to fully commit to any efficiency program (Rental
Housing, 2011).
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Perhaps the most written about issue is the split-incentive, or principal-agent dilemma. It
is well documented by Ambrose (2015) and many others. This concept refers to the idea that the
person responsible for the upkeep of a property or renovation efforts (landlord) is not the same
person that pays the utility bill (tenant). This, possibly, has proven to be the most critical, and the
hardest to overcome, barrier in the rental property energy arena. Just as the issue implies, the
incentives to act are simply not aligned between the two parties. If a landlord improves the
energy efficiency of their property, the tenant reaps the rewards rather than the landlord that paid
for it. This is a massive obstacle that has perplexed those trying to solve it for decades. A part of
this issue is the power imbalance between landlords and tenants as indicated by Williams (2008).
Landlords hold the power, but tenants are the ones that must live with their decisions.
Then, there are of course, the financial or economic roadblocks that Reddy and Painuly
(2004) point out that we must address. Retrofits can be expensive. They often require a lot of
capital upfront, capital that many small landlords do not have. There are several financing
options, each with their benefits and shortcomings. We will address different options in the
benchmarking section. Short-term leases present another issue, according to our interview with
Bruce Karnitz, which will be covered in more detail in the stakeholder section. The problem with
short leases, generally one year, is that new tenants are continuously coming and going. That
means every year landlords are trying to fill their properties and face a chance that they will go
vacant for a given time. That possibility in a break in income may hinder landlords from making
any significant improvements when there is no money coming in. Also, each tenant may possess
different values and preferences.
There is yet another barrier that is rather unique to the rental property dilemma. As
Williams (2008) illustrates to us, there is a very severe market fragmentation issue at hand in the
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rental market. There are both small landlords with single unit homes all the way up large
landlords with hundreds of units and everything in between. Tenants include all ranges of people
from different economic levels. It is easy to see how this can be a significant barrier and as
Ambrose (2015) states, it is important to consider programs targeted at both small and large
landlords. As we will see later in the stakeholder section, the majority of landlords here are
small-scale. However, there are some large-capacity units and owners with many properties,
especially targeting students near the college campus. Each type of landowner is going to require
modifications to any plan.
V. Costs:
Each property will vary on how much the retrofit will cost. Costs will be determined by
the amount that the landlord wants to put into the residence. Out of pocket costs, if done
correctly, could be relatively low for the landlords with the help of grants and other financial
breaks. However, our group understands grants are not a sustainable method for paying for the
upgrades. Starting out, they prove to be very important and may continue to be so to help
incentivize landowners. Another method to help reduce the upfront costs for the landlords is on-
bill financing. This strategy actually has the tenants (or whoever pays utilities) paying off the
loan. However, we will later demonstrate that this process proves unappealing to many landlords.
Costs to the city are hard to pinpoint. In almost every program we have seen, there are
government subsidies to back rebates, loans, or grants. Much of this money comes from higher
government levels such as the state or federal level. Programs do much better when they can
offer access to money from these programs. However, there would certainly be capital and
personnel needed for a program with building assessments, support, and creating a standardized
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scoring sheet. Also, the possibility of tax incentives would decrease city revenues as a cost for
incentivizing landlords to act.
VI. Stakeholder Identification:
As we mentioned, there are several different stakeholders involved in the rental market.
We put our focus on landlords but also talked with tenants throughout the majority of the
surrounding communities of UW-Oshkosh Campus and extending through the Fox Valley
region. The city plays a major role and is the reason we are working on this project. The Oshkosh
Sustainability Advisory Board, community members, and city planners want to improve the
energy efficiency of the rental sector and is currently investigating ideas for possible programs.
Here we present a number of stakeholders and their views on the current situation.
One of the most important interviews we conducted was with Donn Lord. As
mentioned earlier, he is a pretty significant player in the rental properties market. Donn pointed
out that most renovations would need to happen through small landlords in regards to a proposed
incentive program. Many of these small-scale landlords (1-3 properties) do this as a second
income. Time and money are not on their side when dealing with these proposals. It is not in
their best interest to upgrade anything if there is not a substantial payout in the end. Many larger
landowners that own a good portion of the college houses throughout the city will only take
action if they have a big project organized with grants and incentives. The big landowners get the
incentives and have a lot of money and government backing for such a project to occur. The
bigger projects are more appealing to the city, according to Donn, and grants from the
government would only be implemented if it were ideal in their eyes.
Many landlords set out initially in this market because of rent, tax incentives, and
properties increasing in value. However, in today’s market, property values have remained
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stagnant or declined, according to him. Donn had recollected on the homes he owns. Most of the
landowners affiliated in the Landowner Association were still getting the same or less in rent
amounts as when they first started renting. That presents another problem with large-scale
retrofits. It is not seen as a good investment on a property that is not increasing in value or
earning more money as a rental. The primary focus he presented on the issue of proposing a
landowner incentive program was actually educating all the landowners on issues or just
landowner basics in general. According to Donn, the biggest problem was communication with
landowners and the city. The city does not have everyone’s contact information and landowners
themselves do not have sufficient communication with their tenants or other landowners. Donn
says he will get updates immediately if his residences had a problem or there was a robbery on
his street. By adding this line of communication among all landowners, Donn believes that the
city can start to convince landowners to help change their opinions and mentalities.
With other housing problems and staying up with code, the smaller landowners have a hard
time committing money where it would seem most appropriate. From there, the issues such as
property value may start to turn for the better and projects, as we originally intended to propose,
will start to take form on their own. We had easy access to multiple members of the UW-
Oshkosh football team. The overriding concern was with the smaller issues such as drafty
windows and better appliances rather than concerns about overall energy efficiency. Since
renting while in college is only a few years, most of the concern is with working appliances and
having a livable space.
Another important interview was conducted with Bruce Karnitz of Titan Property
Management, LLC, who owns 51 properties and manages another 75 in the Fox Valley area. He
offered a number of important comments that we found to be very similar to other landlords that
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we talked to. For starters, just as it was with Donn Lord, Karnitz also had major concerns about
upfront costs and simply finding possible solutions to energy inefficiency. While he understands
there are plenty of resources out there, he said it is hard to find the time necessary to truly get a
good understanding of the all the possibilities. There are some pretty significant time restraints
on many of these landlords. His reaction to our proposal of a consolidated resource for landlords
brought a smile to his face, but he did not stop there. He also mentioned that this could go far
beyond just energy upgrades. A series of webinars and website lists of viable energy saving
options and upgrades, he argued, could go a long way in educating landlords in topics covering
recent legislation and energy saving techniques or programs. A “one-stop shop” is a common
theme we heard during our interviews; that one place where someone could go to find out the
maximum amount of information in the smallest amount of time possible. Included in this
concept, he added, there should be some step-by-step directions to the energy-efficiency
upgrades the city is pushing. He said the paperwork and complication for many of these
programs is a large deterrent for any landlord to undertake.
In addition to that idea, he also supported the idea of collaboration between the city and
landlords to promote some type of “Green Renters” initiative. This would help curb the costs to
any landlord wanting to upgrade his properties by giving them some free advertising with a city-
backed program to support greener landlords. This would also help to partially alleviate the split-
incentive issue because landlords would be getting some reward for updating properties they do
not personally pay utilities on. Some type of rating system would need to be established with
inspections completed by a third party, however. Again, as we saw repeatedly, landlords are not
too keen on the city conducting any assessments of properties that are not already necessary.
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He offered up a few more important ideas. He would like to see more money easily
available, especially upfront, to smaller landlords and not just large developers. How this would
come is unclear, perhaps in the form of grants. There is a growing push for college campus
housing to include more utilities which, for our purposes, helps to reduce the split-incentive
issue. Lastly, based off of the current market, he finds it unlikely that he would be able to raise
rent prices very much, if at all, with any green program. This is important to consider so we do
not shoot too high when initiating a program. We cannot assume, necessarily, that tenants would
be too willing to pay much more, even though their utilities would presumably be cheaper.
Jason Krueger, Co-founder of Gold Star Investments, LLC, and marketing specialist for
Discovery Properties, also gave us a bit of his time to discuss the issue at hand. Discovery
Properties has about 400 units while Gold Star Investments operates about 34. As has been the
standard, he supported a third-party inspection process for any energy-efficiency assessments.
Like many other landlords, he wants to help balance the power that the city plays in the rental
market arena. The significant barriers he mentioned included upfront cost and how long it would
take for the upgrades to pay themselves off. Again, he, like the others, would appreciate easier
access to information about numerous topics that could help rental properties become more
efficient and generally make better landlord-tenant relationships. This should be online and
updated regularly to help aid landlords and companies do the best they can.
We contacted Sharon Kipetz from the Dean of Students Office at the University of
Wisconsin-Oshkosh. We were hoping the university could and would back a “green renters”
program to help promote them on campus. Unfortunately, for the purposes of legality and
accountability, she said the university would not be willing to take on this role. She did,
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however, mention the city is already in the process of creating a landlord registration program.
This is a great start and should really benefit any future programs that may be considered.
During interviews with students Chris Schierl and Richelle Kasten, we found that they
would be willing to pay a little more for more sustainable houses in better condition. They said
the condition of the homes that they currently live in are not fit for people due to various
violations including rodent infestation. These interviews could be biased though as these students
are members of the Environmental Program at UW-Oshkosh and have knowledge of
environmental impacts.
Although it is somewhat unorthodox, we found an interesting article posing hypothetical
scenarios to actual stakeholders. Certain criteria were used by Burford, Gangadharan, and Nemes
(2012) to essentially capture tendencies of these stakeholders and therefore conclude what was
important to them based on their reactions. We thought this provides some important insight that
can be included in this section. Their research shows tenants may be more likely to trust
mandatory certification programs over voluntary. In a mandatory program scenario, the landlords
were required to display their energy-efficiency in their advertisements. However, voluntary
programs require much less oversight and cost less to the city. Tenants were much more likely to
rent from landlords that included certain certification levels, even at elevated costs in many
scenarios. Whether regulatory or voluntary, the idea of a tiered rating system shows great
promise. However, there are some important things worth noting. Excessive regulation can force
landlords out of the market, thus shrinking the available choices for tenants and possibly create
an equity dilemma.
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VII. Benchmarking:
We found a number of programs throughout the United States and abroad that offer some
insight for possible fits for Oshkosh. Essentially, there are two ways of producing energy-
efficiency upgrades; mandatory and voluntary. Each style has its benefits and shortcomings. It is
not really possible to say which is better than the other. Mandatory means changes are brought
about through regulation or laws. While this ensures participation and positive results, it is also
accompanied by higher operating costs and cause further alienation of landlords which have an
already rocky relationship with the city. Voluntary programs are generally less successful but
prevent alienation of landlords and are more often much less expensive for the city to operate.
We will first look at some significant voluntary programs that we found. Nearby, in
Milwaukee there is a program called Me2, standing for Milwaukee Energy Efficiency. This is a
voluntary program primarily directed towards homeowners. This program combines low-interest
loans, usually around 5%, existing Focus on Energy℠ rebates, and subsidized home assessments.
Results show a 30% decrease in energy use for participating homes. The length of the loan can
be as long as 15 years and all applicants must go through the appropriate lenders and contractors
for any work. This program has been quite successful as over 1200 homes have utilized it
according to choosemilwaukee.com. The main issue, however, is that it is directed towards
homeowners and not rental properties. While it may be used by the owner of the property it is
not geared in that direction.
Focus on Energy℠ itself, is a benchmarking example. Again however, the primary focus
of this program is directed towards homeowners and business. It has great popularity but
ultimately could be even more productive if they placed some more attention on rental properties
and the specific issues that accompany them. Another local example like Focus on Energy℠ is
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the UW-Extension Rent Smart Program. This program essentially combines several classes for
tenants so they can learn beneficial information to help make them more knowledgeable renters
(Rent Smart). This could prove to be a great resource when designed a local educational program
to help educate both renters and landlords alike. Or, perhaps, this could simply be used as the
platform to reach landlords as well.
Another voluntary program is being tested by the Cambridge Energy Alliance in
Connecticut. According to Williams (2008), this is a local group trying to start a new generation
of local energy initiatives. They are really pushes the “green lease” concept and believe this can
greatly reduce the effect of the split-incentive problem. We will go into greater detail in the
proposal section of the paper with regards to the green lease. We explained earlier how the green
lease functions and believe it has many benefits to offer us.
Across the Atlantic Ocean are two more examples of voluntary programs. The highly
touted Green Deal in England was supposed to be the answer to energy-inefficiency. However,
according to Ambrose (2015), there was very little success from the project. During interviews
she found that many landlords did not understand the program and in many cases had not even
heard of it. Even after explanation, many landlords did not see it as a likely option. In general,
landlords do not sit well with the idea that there will be a long-standing debt associated with the
property. Even with the tenants making the payments on utility bills (On-bill financing), many
landlords feared that in the absence of tenants or in the case of a default, they would be
responsible for paying it. As Ambrose (2015) also pointed out, there was a fear amongst them
that it would be difficult to find new tenants when they knew there was a loan attached to the
building. However, others such as Bird and Hernández (2012) feel as though on-bill financing is
the best solution to the split-incentive issue. Perhaps, with better advertising and additional
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incentives it could be much better. In our opinion, on-bill financing seems a much better option
for owner-occupied dwellings. They do, however, in England, have what is called SAP, or
Standard Assessment Procedure. According to Hope and Booth (2014), this allows properties to
easily be compared to each other on an initial scale from 1-100 which is then transferred to a
letter-based grade of A-G. This is the process to achieve an Energy Performance Certificate, or
EPC. We really like this idea and believe some form of a standardized grading system would be
quite beneficial. In contrast to the Green Deal, the CO₂ Building Rehabilitation Programme
(CBRP) in Germany has achieved much more success since 2001. According to Hope and Booth
(2014), this is due to the German Federal Bank providing subsidies and grants for retrofit
measures through a development bank instead of regular commercial banks like the Green Deal.
Boulder, Colorado offers another interesting example. Their EnergySmart program has
been quite successful, servicing over 13,000 homes. Although this program is also tailored to
homeowners it is worth a look. They offer home energy assessments for $185 which includes an
advisor who can help guide you through the process of finding contractors, explaining the
assessment results, apply for rebates or incentives, give free energy saving devices, and provide
overall guidance through the process. In addition to this resource is something they call
SmartRegs. The SmartRegs Ordinance requires that all rental housing in Boulder meets standard
minimum criteria by January, 2019 according to EnergySmart. The process works in a similar
way as and in conjunction with EnergySmart. There is a checksheet where certain features in the
home are worth a number of points. Each home must reach 100 points to be considered certified.
Rebates, then, for both programs can be accessed through Boulder’s Climate Action Plan and
Xcel Energy. This is a combination of both mandatory for rentals and optional for homeowner
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but does have some interesting promise. We especially like the idea of a standardized scoring
system that can be used to rate properties on a grade scale.
Overall, retrofitting programs throughout the country include upgrades in HVAC
systems, insulation throughout the residencies (particularly in the attic, basement or around
windows/doorways), heating and cooling systems, and lighting. Each retrofitting program allows
for improvements in marketability of the home and its value, but most importantly energy
efficiency. This in turn allows for a more sustainable residency that in the long run will save the
landowners money and pay for the retrofit just off the savings, along with reducing energy bills
and the impact on the environment. An area of study in Walnut Creek, California, found the use
of electric upgrades throughout The Madison Homeowners Association, a 60 unit, 4 story
building. With upgrades to LED lighting and the use of solar panels throughout the complex, this
is a great example for landowners of apartment complexes. Although this example uses high cost
upgrades of solar panels, just changing the lighting throughout the complex improved savings
approximately $17,000 a year. Originally this complex spent around $1,833/month just on their
energy bill, where after the retrofit they benefited substantially in savings and reduced their
electric bill to $417/month. If they were to pay off this upgrade with just the savings alone, it
would take approximately 5-7 years (Fields, 2013). This is a long term investment with initial
upfront capital, no grants, and the idea to improve their complex. Understanding the benefits
allowed this landowner to save big. They used energy contractor, Rayco Energy and
Construction Manager to upgrade solar roofing, garage lighting, and hallway lighting fixtures.
These were all local businesses and nothing landowners in Oshkosh would have a hard time
finding.
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VIII. Significance for Sustainability:
This issue is significant because the housing stock in Oshkosh is very outdated in terms
of efficiency. By improving the housing stock in Oshkosh, it is going to greatly reduce the
impact housing has on the city's carbon footprint. The residential sector is responsible for
approximately 19% of the greenhouse gas emissions based off of the report from the
Sustainability Advisory Board (2007). If the city of Oshkosh could reduce the impact of the
residential sector for greenhouse gases, it would greatly limit the impact the city has on the
environment. The report, although it is good, does not have a whole lot of detail on the
residential sector and what impact it is having on the environment. It says how much each area is
contributing, but it does not go into detail of how to reduce. Part of the issue with the residential
sector is that there is not a lot of data on homes because of the disconnect that we have talked
about throughout the paper between landlords and the city. Better communication between the
two could lead to more information and provide us a better opportunity to implement changes.
Oshkosh is working towards a goal of becoming a city that can be used as a sustainable model
for other cities. Achieving this would be a big win not only for the environment, but for the city
in achieving its sustainability goals and to provide a safer and better community.
IX. Summary/Conclusion:
Although greening the city of Oshkosh is going to be a large task, we feel that it is
important in to set the foundation for greater change and possibly create something other cities
can adopt. By closing the communication gap between the landlords and the city, we could see
substantial differences in the rental communities and make headway with proposed projects.
Providing landlords with the information that is needed to be more efficient is needed if there is
going to be any impact. Often times, landlords are unaware of laws or city ordinances due to how
24
frequently they are changing. Speaking with landlords throughout the Fox Valley allowed us to
get an insight into some of the common themes in addressing something of this project's
magnitude. Retrofitting projects and incentive programs throughout the country have shown their
impacts to the communities and what benefits they bring to the table in a long term investment.
Getting the upfront capital is one of the largest barriers in our project, along with getting the
landlords to buy into something that takes on this “sustainability” structure. This project has
potential to help close communication gaps and put the city and landlords on better terms and in
return give way to possible grants that may help the smaller landlords in the task of improving
the rental stock in Oshkosh.
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