Master Class: Efficiency Retrofits for Multi-family Housing

A two-part practical workshop series designed to prepare owners, operators, property managers and board members for energy efficiency retrofit projects.

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Who is this for: apartments, co-ops, condominiums and other multi-unit residential buildings

Who should attend: owners, operators, property managers and board members

Efficiency Capital, with support from the Toronto Foundation and in collaboration with City of Mississauga, is hosting a series of educational and practical workshops as part of its Social Housing Readiness Initiative (SHRI) program, designed to make efficiency and infrastructure upgrades easier and more accessible to multi-family housing providers.

The program helps owners, operators and managers prepare for efficiency retrofits by sharing industry insights into building the business case, the process, funding, choosing partners and solutions, and implementation options that will enable operators to maximize their long-term financial sustainability.

Tailored to cover important issues and benefits for all kinds of multi-family housing providers, the workshop series aims to give owners and operators the tools they need to evaluate and start their own efficiency upgrades. Workshop attendees will emerge better equipped to identify building inefficiencies and opportunities for increased value within their assets.

With industry experts walking participants through common issues and case studies for practical, in-the-field examples of retrofit processes, the two-day seminar offers hands-on knowledge, including:

  1. Reasons why a building should be upgraded
  2. Best practices and technical processes
  3. Funding from initial (study) stages to the eventual upgrade
  4. Available incentives and more

DAY ONE (October 7, 2021)

9:00 A.M. – 12:15 P.M.

Learn about the financial and social benefits of efficiency retrofits, how to build a business case for upgrades, about energy audits, the retrofit process, the best practices for implementation, how to choose the right partners, realize the true value of your retrofits, and more.

Building the Business Case
How to build the business case for an energy efficiency retrofit, sharing:
• What triggers an energy retrofit and how the retrofit process works
• A review of analysis tools
• The business case framework and how to make the case for energy efficiency
• What is included in the business case
• How to recognize the many sources of value flowing from an energy retrofit and how they impact building operations
• How to manage potential risk

Technical Process
The ins and outs of the energy retrofit planning and implementation process from start to finish, including:
• What needs to be in place to move forward with an energy retrofit
• The technical analysis process and the various approaches to implementation
• When to outsource vs. insource retrofit work
• How to select and hire the right partners
• The various technical professional roles, and how they add value to an efficiency project
• The role of the building owner in moving a project forward

Retrofit Engineering
Engineering activities, simplified. Sharing:
• How the audit process works
• What the different types of audits reveal about a building
• How to use an audit to analyze building performance and select retrofit measures
• The impact that various measures can have on energy consumption
• The value of utility analysis and benchmarking
• How to make sure the retrofit is producing results after implementation

Implementation
Strategies and best practices for energy retrofit implementation, including:
• How an energy efficient building contributes to the health and happiness of its residents and staff
• How to implement efficiency maintenance practices
• How to design a staff training plan for better outcomes
• How to build support and manage resistance from staff and residents
• How to realize retrofit value with Monitoring and Verification
• Why accounting practices to monitor utility savings are essential

PANEL: Technical Process
This interactive panel session is not to be missed. Hear from industry experts and building operators who successfully completed efficiency retrofits. Panelists will present their insights and answer participants’ questions about the energy efficiency retrofit process.


DAY TWO (October 14, 2021)

9:00 A.M. – 12:15 P.M.

Learn how to interpret the results of an energy audit, about the various financial tools and how they contribute to the decision-making process, about financing strategies, incentive opportunities, stakeholder engagement, and more.

Financial Analysis
Analyze financial data when making the business case for an energy retrofit. Learn:
• How to interpret the results of an energy audit
• The value of blending short and long-term measures to achieve the best return on investment
• How the various financial tools work and how they contribute to the decision-making process
• How to analyze cash flow and cost benefits
• How energy retrofits compare to other investment vehicles

Community Engagement: TRCA’s SNAP Tower Revitalization Model and Partners in Project Green
Two of Toronto and Region Conservation Authority’s (TRCA) innovative public-private programs will be presented, sharing:
• Available resources, programs and services to help drive sustainability benefits for individual organizations
• Case studies on businesses that have achieved success through these programs
• How to apply the SNAP neighbourhood-scale lens
• Uncovering shared tower retrofit opportunities
• Securing local implementation partnerships
• Encouraging peer learning.

The SNAP Tower Revitalization Model brings together property owners, tenants, and a range of stakeholders to achieve significant environmental, resiliency and socio-economic improvements at older tower properties. Hear about case studies of multi-unit residential buildings in Mississauga, Brampton, and Toronto, and how the program contributed to innovation in water, energy, and landscape retrofits and the resulting community co-benefits.

Partners in Project Green is a partnership between the Greater Toronto Airports Authority (GTAA) and TRCA to develop an internationally recognized community known for its competitive, high-performance and eco-friendly business climate. Supported by the Regional Municipalities of Peel and York and the City of Toronto, Partners in Project Green is a vast network comprised of hundreds of businesses, government bodies, institutions, and utilities striving to strengthen and green the local economy.

Financing Strategies
Learn how upgrades are being funded today, and the various funds and incentives available to building owners, including:
• Types of efficiency retrofit capital
• What utility incentives are available
• How to leverage reserve funds
• The value of using loans or leases
• Options for program-specific funding
• Savings-backed arrangements and other types of funding

PANEL: Finance
Attend this interactive session to have all your financing efficiency retrofit questions answered. A panel of experts will provide insights into financing tools and strategies for multi-family housing retrofits, and address participants’ questions.


BUY TICKETS HERE

Ticket purchase entitles you to a free 30-minute consultation with Efficiency Capital, scheduled any time before October 31, 2021 unless approved otherwise.

Attendees will also be entitled to a credit of up to $2,000 to put towards a building energy audit conducted before December 31, 2021 within Southern Ontario unless approved otherwise.

Ticket fees will be refunded to attendees in full if their organization starts an efficiency retrofit project within 12 months of workshop completion.


SPEAKERS (in order of appearance)

Dianne Zimmerman

City of Mississauga

Dianne Zimmerman, Evironment Manager, City of Mississauga
Day 1: Opening Remarks
Dianne is the City of Mississauga’s environment manager and brings over twenty five years of expertise environmental, climate and energy policy, strategic positioning, and project implementation. Dianne leads the City’s environment section and is working with staff across all of the City’s divisions as well as external stakeholders to advance the impacts of a changing climate – from both a mitigation and adaptation perspective. Dianne has experience in both the public and private sectors. Prior to joining the City, Dianne worked at the Toronto and Region Conservation Authority as a senior manager in the Partners in Project Green program – a program designed to advance sustainability efforts with businesses and Municipalities in the Pearson Eco-Business Zone and across the Greater Toronto Area. Dianne also spent 14 years in Alberta and Ontario working for a multi-national private company advancing climate efforts, policy and wind energy projects.

Matt Zipchen

Efficiency Capital

Matt Zipchen, President, Efficiency Capital
Day 1: Building the Business Case
Day 2: Financing Strategies
Matt Zipchen is the President of Efficiency Capital. Matt holds a Bachelor of Commerce and Master of Public Policy and has over two decades of experience in green building consulting, renewable energy and sustainable development and energy efficiency financing. An experienced public speaker, Matt has shared his expertise across many speaking engagements including Alberta Energy Efficiency Alliance’s annual conference and Efficiency Capital’s Social Housing Readiness Initiative webinar series.

Ian Sinclair

Ian Sinclair

Ian Sinclair, P.Eng., Energy Management Consultant
Day 1: Technical Process
Day 2: Business Case Analysis
Ian Sinclair is a professional engineer, dividing his time between the building energy and education fields. Ian focuses on the existing building and renewable energy sectors. He has completed numerous studies and retrofit projects in the multi-residential sector, from solar thermal retrofits to electric vehicle charging to deep green building renewal studies. Ian teaches courses ranging from water footprinting to energy management at both the University of Toronto and Ryerson University. He is currently teaching a new course on multi-sector carbon mitigation strategies for a new Master’s degree program in climate science engineering at U of T.

Derrick Finn

Finn Projects

Derrick Finn, P.Eng., President, Finn Projects
Day 1: Retrofit Engineering
Derrick Finn is a Professional Engineer with experience in energy management, engineering design, construction management and maintenance management. As President of Finn Projects for the last 30 years, Derrick has managed the company’s energy efficiency projects from energy auditing through detailed engineering design to tendering, retrofit implementation and measurement & verification of energy savings. Derrick supervises Finn Projects’ turnkey Design-Build energy retrofit services for social housing buildings, for which Finn Projects provides guaranteed energy savings.

Marcia O'Connor

AMFM

Marcia O’Connor, President, AM FM Consulting Group
Day 1: Implementation
Marcia O’Connor is a successful entrepreneur and the founder of AM FM Consulting Group, providing management consulting, professional development and recruitment services to the private, public and non-profit sectors. With over 25 years of experience in the industry, Marcia is a seasoned educator, speaker and a dynamic and accomplished expert in all aspects of asset, facility, property and construction management. Marcia is credited with pioneering the first Facilities Management Certificate Program at the University of Toronto and was awarded the Facility Manager of Excellence by the International Facility Management Association’s Toronto Chapter, a peer nominated award, recognizing Marcia’s important contribution and positive impact on the facilities management profession. Her extensive expertise in the affordable housing sector covers a full breadth of knowledge including maintenance operations, tenant relationships and capital planning. Marcia works with many non-profit housing companies across Canada, focusing on strategic implementation planning and stakeholder engagement.

Sean Brady

Efficiency Capital

Sean Brady, Director of Business Development, Efficiency Capital
Day 1: Panel – Technical Process (moderator)
Sean Brady is a trusted strategy advisor, strategic carbon and energy efficiency consultant and a certified business coach and trainer. Following 30 years developing strategies to overcome Ontario’s complex energy challenges, Sean blends his passion for corporate sustainability with his drive for business success. As a strategic energy management consultant, and as Efficiency Capital’s Director of Business Development, Sean helps clients understand that sustainability and resource optimization can be a platform for profitability and competitiveness. Sharing his expertise with diverse audiences, Sean has acted as brand spokesperson for multiple projects, leading seminars and advisory sessions with ease.

Mwarigha

Woodgreen

Mwarigha, Vice President, Woodgreen Community Services
Day 1: Panel – Technical Process
Mwarigha is the Vice-President of Housing and Homelessness Services, Asset Sustainability & Development at Woodgreen Community Services. Mwarigha holds a Masters in Regional & Urban Planning, and a certificate in Non-Profit Financial Stewardship from Harvard University. In 2012, Mwarigha completed a study of Sweden’s Municipal sustainability services and green infrastructure planning. Since then, he’s been inspired to green all the social housing assets he oversees. Most recently, Mwarigha led the charge on a $3.4M retrofit project, using a combination of WoodGreen’s reserve fund and an investment from Efficiency Capital. He expects the project to generate utility savings of $6 million.

Steve Horwood

Ainsworth

Steve Horwood, Vice President, Business Development, Ainsworth
Day 1: Panel – Technical Process
Steve Horwood has been active in all aspects of Facility Maintenance, Operations and Construction industry for 40 years. His 10 years in operations in the hospitality industry helped him develop first-hand knowledge of the importance of understanding the client’s business processes and their goals. This, combined with his 30 years of operations and business development leadership roles in the facility technical services space, has formed the basis of Steve’s Account Leadership success. Customer’s benefit from his ability to challenge a customer’s status quo and help them shape their vision and activities to achieve a balance of financial, operational and sustainable objectives. Steve is viewed by his peers and customers as a mentor and leader in client design solutions. He is a frequent speaker, trainer and facilitator for numerous trade and customer industry associations.

Davin Thornborrow

Brooks

Davin Thornborrow, Manager, Brooks Co-operative Homes
Day 1: Panel – Technical Process
Davin Thornborrow is the Manager of Brooks Co-operative Homes and a board member of the Peel Halton Co-operative Housing Federation. Davin holds a Masters of Management, Co-operatives and Credit Unions. He is passionate and committed to the co-operative housing model and believes pro-active networking and learning from peers strengthens the interdependence of the non-profit sector. Before working at Brooks, Davin worked with Homestarts, a property management firm serving coops, and Alterna Savings credit union.

Chris Fonseca

City of Mississauga

Chris Fonseca, Councillor, Ward 3, City of Mississauga
Day 2: Opening Remarks
Chris Fonseca is a lifelong champion of community service work. She volunteers her time locally within the Trillium Hospital, Peel Neighbourhood Services, Services for Seniors, Peel Youth Leadership through Sport, and with the Special Olympics. As an Undergraduate and Medicine and Physiology Studies Masters student at the University of Toronto, Chris volunteered with U of T Social Services, Parks and Recreation and Children’s Aid. Since being elected Councillor for Ward 3 for City of Mississauga, she has worked closely with the United Way of Peel as well as the Mississauga Food Bank and Youth organizations. Some initiatives to date include: Computer Buddies linking seniors and youth, The Snap initiative with the TRCA and healthy living with involvement in the Ward bike rides; and MIAG fitness classes.

Shannon Logan

SNAP TRCA

Shannon Logan, Senior Program Manager, Sustainable Neighbourhoods, TRCA
Day 2: Community Engagement
Shannon is a Registered Professional Planner with over 15 years of public and private sector experience in environmental planning, community engagement and project management. In her role as Senior Program Manager with TRCA’s Sustainable Neighbourhoods team, Shannon works with municipal and community partners on cross-cutting SNAP neighbourhood plans supporting watershed objectives and climate action. She leads a range of strategic multi-objective action planning activities, partnership development, innovative engagement programs, built demonstrations and implementation projects.

Jennifer Taves

Partners in Project Green TRCA

Jennifer Taves, Senior Manager, Partners in Project Green, TRCA
Day 2: Community Engagement
Jennifer brings more than twelve years of experience in environmental project management, strategy development and multi-stakeholder engagement. Jennifer is the Senior Manager of Partners in Project Green with Toronto and Region Conservation Authority. Working to advance environmental action and economic prosperity across the GTA, Jennifer leverages community building to mobilize action on the environment. Recognizing that diversity of perspectives and expertise allows for the incubation and acceleration of sustainability excellence, Jennifer works with broad stakeholder groups to achieve results. This jump starts ideas from business-as-usual to innovative solutions that transform the way we live and work.

Chaim Koff
City of Toronto

Chaim Koff, Project Manager, Better Buildings Partnership, City of Toronto
Day 2: Panel – Finance (moderator)
Chaim is Certified Energy Manager with an MBA and 10 years of energy efficiency financing experience. He has managed over $30 Million in financing projects and is currently working with a pipeline of new projects through the City of Toronto Energy Retrofit loan programs. Chaim’s expertise focuses on developing innovative energy retrofit projects through positive customer experiences.

Jonathan Frank

Vancity

Jonathan Frank, Head of Clean Energy, Vancity
Day 2: Panel – Finance
Jonathan (Jon) Frank serves as Head of Clean Energy at Vancity Community Investment Bank (VCIB) and is involved in all aspects of project financing. Jon joined VCIB through the acquisition of CoPower, Canada’s first sustainable investment platform and a leading provider of clean energy and efficiency project financing, where he served as a Managing Director and Head of Project Finance. Jon has been involved in a wide range of clean energy technologies across Canada that reduce greenhouse gas emissions and generate strong financial returns including solar and wind energy, energy efficiency retrofits, geothermal heating and cooling, bio-energy, combined heat and power and energy storage.

Chandra Ramadurai
Efficiency Capital

Chandra Ramadurai, CEO, Efficiency Capital
Day 2: Panel – Finance
Chandra Ramadurai is the CEO of Efficiency Capital. He brings over two decades of experience in clean energy, banking and investment management in Canada, the US, Europe, the Middle East and India. Previously, he was the CEO at IT Power, one of the world’s oldest sustainability companies based in the UK and has held senior-level level positions at Suzlon Energy, a large wind energy company, Cemex, Standard Chartered Bank and PWC. Chandra is an experienced Board Member and holds an MBA from Duke University, a Chartered Accountancy qualification and an engineering degree.

Jamie Shipley

CHMC

Jamie Shipley, Outreach Specialist, Partnerships and Promotions, Ontario Region, CMHC
Day 2: Panel – Finance
Jamie has 30 years’ experience in the residential construction industry including over 25 years with CMHC. Jamie’s role at CMHC includes promoting the creation of sustainable affordable housing and delivering on the National Housing Strategy. Jamie shares technical and social economic information about aging in place and affordable housing programs with builders, developers, renovators, planners, and housing design professionals across Ontario. Jamie is also a member of the Ontario Association of Certified Engineering Technicians and Technologists.

JoAnn McKeown

Efficiency Capital

JoAnn McKeown, Vice President, Business Development, Efficiency Capital
Day 2: Closing Remarks
JoAnn McKeown is the Vice president of Business Development at Efficiency Capital. Having a passion for energy efficiency and over 20 years of experience leading energy and service companies, JoAnn helps clients reach their energy reduction and sustainability targets. JoAnn recently joined Efficiency Capital as she recognized Efficiency Capital’s one-of-a-kind investment solution, providing a no-cost energy efficient upgrade solution, would accelerate the conversion to energy efficient products. JoAnn holds an Engineering degree from Queen’s University and an MBA from McMaster University. She is also Lighting Certified (LC) through NCQLP.


With support from:

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“One of the mantras of the Toronto Foundation is ‘accelerating meaningful change for all’. Efficiency Capital’s investment program to retrofit and upgrade social and non-profit housing buildings aims to do just this. To enable the adoption of this program extensively by the building owners and operators, Toronto Foundation has supported them in the Social Housing Readiness Initiative (SHRI) that makes it easier for building owners to be part of this program. Building owners and operators can positively and cost-effectively impact the environment and quality of life as a result of retrofit projects that allow people to live and thrive in better situations. We really see these projects and the work Efficiency Capital does as helping create the change Toronto Foundation wants to see, powered through energy efficiency savings.”

—Denise Arsenault, Chief Operating Officer, Toronto Foundation.

and in collaboration with:

logo Mississauga