Overview

In many cases, the upfront costs of energy efficiency (EE) projects and significant retrofits are a major barrier to implementation for the business, commercial, industrial and residential sectors.

To help remove this barrier, several financing mechanisms have been developed over the years to help minimize upfront costs to encourage organizations and individuals alike to proceed with EE improvements and retrofits. These mechanisms have been deployed by a variety of stakeholders interested in financing EE projects for different reasons, including utilities, governmental institutions, energy service companies (ESCOs), and more recently private equity firms.

In this training course, participants will learn about the mechanisms and successes of EE financing, as well as their respective complexities and challenges. In order to re-enforce these learnings, the course features a number of practice financing scenarios and design case exercises.  

 

 

Key Learning Objectives

Through this course, participants will:

  • Explore common EE mechanisms, including on-bill financing, property tax financing, PACE programming, energy service performance contracting, and energy efficiency mortgages
  • Learn about energy performance contracts and pricing structures
  • Understand what the economic indicators are for EE project and retrofits, and how to make them attractive to investors (selling of EE)
  • Learn how to identify financing options for EE projects
  • Gain knowledge of how to link projects to the validation of energy savings through the principles of measurement and verification

 

Audience

  • Program managers/coordinators in government agencies
  • Energy consultants
  • Retrofit and EE program administrators
  • Professionals working with utilities
  • Professionals in the construction industry

Location

CIET Virtual Real-Time Classroom training

This training will be offered virtually through Microsoft Teams. Upon enrollment, you will receive the information you will need to enjoy a great training experience.

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Virtual Real-Time Classroom – CST Time
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Schedule

CIET’s Pan-Canadian Virtual Course Schedule

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Event

Course Time
(Central Time, SK MB)
Pacific
(BC, YT)
Mountain
(AB, NT)
Eastern
(ON, QC)
Atlantic
(NB, NS, PEI, Lab.)
Newfoundland
(NF)
Course starts! 9:00 AM 7:00 AM 8:00 AM 10:00 AM 11;00 AM 11:30 AM
Training 9:00 AM - 10:30 AM 7:00 AM - 8:30 AM 8:00 AM - 9:30 AM 10:00 AM - 11:30 AM 11:00 AM - 12:30 PM 11:30 AM - 1:00 PM
Morning Break 10:30 AM - 11:00 AM 8:30 AM - 9:00 AM 9:30 AM - 10:00 AM 11:30 AM - 12:00 PM 12:30 PM - 1:00 PM 1:00 PM - 1:30 PM
Training 11:00 AM - 12:30 PM 9:00 AM - 10:30 AM 10:00 AM - 11:30 AM 12:00 PM - 1:30 PM 1:00 PM - 2:30 PM 1:30 PM - 3:00 PM
Lunch Break 12:30 PM - 1:00 PM 10:30 AM - 11:00 AM 11:30 AM - 12:00 PM 1:30 PM - 2:00 PM 2:30 PM - 3:00 PM 3:00 PM - 3:30 PM
Training 1:00 PM - 2:30 PM 11:00 AM - 12:30 PM 12:00 PM - 1:30 PM 2:00 PM - 3:30 PM 3:00 PM - 4:30 PM 3:30 PM - 5:00 PM
Afternoon Break 2:30 PM - 3:00 PM 12:30 PM - 1:00 PM 1:30 PM - 2:00 PM 3:30 PM - 4:00 PM 4:30 PM - 5:00 PM 5:00 PM - 5:30 PM
Training 3:00 PM - 4:30 PM 1:00 PM - 2:30 PM 2:00 PM - 3:30 PM 4:00 PM - 5:30 PM 5:00 PM - 6:30 PM 5:30 PM - 7:00 PM
Course Ends/ Trainer Help Desk Opens! 4:30 PM 2:30 PM 3:30 PM 5:30 PM 6:30 PM 7:00 PM
Optional Help Desk (Q&As) 4:30 PM - 5:15 PM 2:30 PM - 3:15 PM 3:30 PM - 4:15 PM 5:30 PM - 6:15 PM 6:30 PM - 7:15 PM 7:00 PM - 7:45 PM

Agenda

  • EE Financing Needs and Opportunities
  • EE Market & Market Barriers
  • Intro to EE Financing Options and Best Practices
  • Comparing EE Financing Options
  • Intro to Energy Performance Contracting
  • Overview of the EPC Process
  • EE Technologies to be Financed
  • Overview of Measurement and Verification
  • Project Identification
  • Hands-on Activities

Trainers

Helen Hu, headshot
Helen Hu
P.Eng., MBA (Finance)

Helen is a Professional Engineer with an MBA in Finance.  She is currently being certified as a Certified Energy Manager (CEM).   

Helen brings over 10 years of experience from the applied research and energy sectors, spanning Thought Leadership, Project Management, Production Planning, Economic Analysis, Facilities Optimization, and Design.  This experience has provided her first hand insights into various energy production forms and water issues.  She has also gained valuable insights in other sectors such as Biotech R&D and PetroChemical.

Helen is passionate about finding sustainable solutions to the complex energy and water challenges facing our society.

The course includes...

Access to a private SharePoint website with additional training material, references, and links.

Policies

Click here, to see our course postponement and cancellation policy.

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