Conference Agenda and Materials

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Monday, September 15

Time Description
8:00am

Registration Opens

9:00am

Welcome & Introductions

This session will provide a brief overview of the program’s mission goals, types of properties and transactions that will be addressed throughout the day, additional resources available or created as part of the initiative and long-term follow-up.  We will also thank our sponsors and partners, and, time permitting brief introductions of attendees.

9:30am

Putting It All In Context: What You Spend & What You Get

Session Materials

The session is designed illustrate the world of possibilities when it comes to retrofitting existing affordable housing.  Owners and developers will share real examples of properties that have undergone limited, moderate and major energy retrofits as well as a retro-commissioning of an existing property.  The session is designed to show the real and achievable results one can expect on a property or across a portfolio by with a range of project budgets.  Results will be measured in terms of scope of work, payback schedules and operational savings.  The examples will also provide an overview of the range of financing tools that are available and will be explored throughout the rest of the day’s program.  Efforts will be made to highlight local/regional examples at each event.  The goal is to “hook” the owners by showing them that there are benefits to exploring retrofit and efficiency options at any stage in a deal’s life cycle.

Peter Bell, NH&RA, Washington, DC
Gina Ciganik, Aeon, Minneapolis, MN
Darien Crimmin
, WinnDevelopment, Boston, MA
Ravi Malhotra, ICAST, Denver, CO

10:15am

Leveraging Local Programs & Resources: Utility Programs & Other Local Partnerships

Session Materials

Now that we have shown the benefits of a retrofit, this panel will focus on local tools and resources available to owners with an emphasis on utility programs and incentives.

Mike Anderson, Xcel Energy, Minneapolis, MN
Michael Bodaken, National Housing Trust, Washington, DC, Moderator
Nick Mark, CenterPoint Energy, Minneapolis, MN
Jeremy Rannals, Alliant Energy, Cedar Rapids, IA
Brody Vance, Focus on Energy, Mequon, WI

11:30am

Networking Break

11:45am

Evaluating Retrofit Financing Options

Session Materials

This panel will explore the pros and conts of various retrofit financing tools like Energy Service Contracts (ESCOs), Power Purchase Agreements (PPAs), Energy Performance Contracts (EPCs), Property Assessed Clean Energy (PACE), On-Bill Finance, equipment and capital leases and other green financing.  Emphasis will be on structures that do not require limited partner consents with a focus on evaluating the contexts when these programs make the most economic and regulatory sense for the owner (type of retrofit, building and subsidy type, scope of work, cost of capital, etc…).

Darien Crimmin, WinnDevelopment, Boston, MA
Janne Flisrand, Flisrand Consulting, Minneapolis, MN, Moderator
Jared Lang, National Housing Trust, Washington, DC
Ravi Malhotra, TBL Fund, Denver, CO

12:30pm

Networking Lunch

1:30pm

Spotlight on Water Management

Session Materials

Water and sewer costs are increasing around the country and, in many markets, dramatically.  Water management is often the lowest hanging fruit and can provide the biggest return for owners.  This session will explore various technologies and financing mechanism developers can utilize to decrease their water bills.

Alan Mileti, National Church Residences, Columbus, OH
Jared Lang, National Housing Trust, Washington, DC

2:15pm

Operations, Maintenance & Resident Engagement

Session Materials

This session will focus on strategies owners and managers can adopt to insure buildings perform optimally over time thus maximizing energy savings.  The panel will explore best practices surrounding staff training, when it makes sense to retro-commission and re-commission a property as well as resident facing technology and engagement strategies.

  • Gina Ciganik, Aeon, Minneapolis, MN
  • Matt Holden, Sparhawk Group, Portland, ME
  • Linda Mandolini, Eden Housing, Hayward, CA
  • Andrew Geer, Enterprise Community Partners, Chicago, IL

3:15pm

Networking Break

3:30pm

Assessing Your Portfolio’s Needs: Making Data Driven Decisions & Right Sizing Your Utility Allowance

Session Materials

The goal of this session is to provide owners with the tools they need to make informed decisions on a retrofit scope of work.  It will explore how to use data that an owner/asset manager already has including existing billing and utility allowances, comparable market data, benchmarking and energy assessments to triage opportunities.  The session will also demystify energy audits and green physical needs assessments.  Key topics include:

  • Typical scopes of work
  • Conclusions that can and can’t be made using these documents and resources
  • What to actually do with the audit / PNA / How to incorporate this information into a realistic scope of work and underwriting
  • When it makes sense to get can audit / PNA and how to pick a provider
  • Implementing a project specific utility allowance to maximize ROI

Thom Amdur, NH&RA, Washington, DC
Ravi Malhotra, ICAST, Denver, CO, Moderator
Alan Mileti, National Church Residences, Columbus, OH
Brendt Rusten, Dominium, Plymouth, MN
Jack Sipes, Dominium, Plymouth, MN

4:45pm

The Real Story: Lessons Learned and Practical Advice

Our experienced developer faculty will provide additional insights into the retrofit process. This will also serve as a forum for practical Q&A with the audience.

Kevin Bush, US Department of Housing & Urban Development, Washington, DC, Moderator
Gina Ciganik
, Aeon, Minneapolis, MN
Darien Crimmin
, WinnDevelopment, Boston, MA
Jared Lang, National Housing Trust, Washington, DC

5:00pm

Tying It All Together: Next Steps and Future Opportunities

5:30pm

Networking Reception

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