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Deep Energy Retrofits Workshop

AIA Wisconsin

Friday, April 4, 2014 from 1:00 PM to 5:00 PM (CDT)

Deep Energy Retrofits Workshop

Ticket Information

Ticket Type Sales End Price Fee Quantity
UWM Student/Faculty Ended Free $0.00
AIA Member Ended $25.00 $0.00
Non-member Ended $125.00 $0.00

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Event Details

A half-day “Deep Energy Retrofits” workshop is scheduled for Friday, April 4, at UWM SARUP. It will explore the components of successful projects as well as available resource tools and financing options. 

AIA members will earn 3.5 AIA/CES Learning Unit hours related to Health, Safety and Welfare (HSW)
Parking:  http://www4.uwm.edu/parking/visitors/campus_first_timers.cfm



1:00 p.m.         Introduction, Building Analysis and Tools

This workshop session begins with an introduction to deep energy retrofit projects, an emerging opportunity for architects and allied design professionals. Speakers will discuss energy auditing, benchmarking and energy modeling. The session will review common tools used to assess a project’s energy use and the potential for energy savings. It also will address the most important metrics to quantify, the different approaches to match budget with level of effort, and resources to draw from to support a comprehensive plan for energy savings in the renovation process.  

Learning Objectives:

  • Incorporate a plan for reducing energy use into standard architectural practice
  • Understand the different approaches to measuring building energy use
  • Apply tools to predict energy savings through implanting different energy efficiency measures
  • Compare alternatives to optimize cost, energy, and comfort


  • Henry Kosarzycki, AIA, Chair, AIA Codes & Standards Committee [Introduction]
  • Tate Walker, AIA, Energy Center of Wisconsin [Auditing]
  • Steve Kismohr, AIA, Midwest Energy Efficiency Alliance [Benchmarking]
  • Chris Staab, PE, Harwood Engineering Consultants [Energy Modeling]


2:30 p.m.         Finance – Fund-ling Deep Energy Retrofit

In this workshop session, you will discover finance tools available to offset initial capital costs of these Deep Energy Retrofit projects. By comparing incentives, tax credits and emerging funding programs, participants will gain an understanding of the qualifications required and the process involved in securing these benefits. The speakers will illustrate this application process with local case studies in order to demonstrate various approaches taken by successful projects.

Learning Objectives:

  • Identify several financial tools available to architects and building owners, ranging in scope from incentive programs to tax credits
  • Outline the process involved in applying for incentive programs, like Me² and Focus on Energy, as well as describe the qualifications required for tax incentives, such as the federal 179D deduction plus federal and state historic tax credits
  • Examine funding programs, including opportunities emerging from financial institutions and municipalities like Property Assessed Clean Energy (PACE)
  • Discuss options to bundle these funding opportunities to offset initial capital costs


  • Doug Barnes, AIA, Zimmerman Architectural Studios [Funding Bundling]
  • Erick Shambarger, City of Milwaukee [PACE]
  • Kurt Zimmerman, AIA, Zimmerman Architectural Studios [Portfolio Options]


3:45 p.m.         Methodology – Putting It All Together

This course looks closely at methods to find the right balance between the finance, modeling, auditing and benchmarking tools identified in the first sessions. Through a series of case studies, the political and pragmatic aspects of the decision making process will illustrate for the participants approaches they can apply to their own Deep Energy Retrofit projects.

Learning Objectives:

  • Understand optimal Integrated Delivery Process, team composition and management insights related to Deep Energy Retrofits
  • Apply auditing and benchmarking tools to augment the decision making process required to achieve Deep Energy Retrofits
  • Identify appropriate incentives and tax credits qualification processes to inform the design approach and dictate implementation of tools in the design process.
  • Demonstrate proper methodology and sequencing necessary for high performance retrofits


  • Doug Barnes, AIA, Zimmerman Architectural Studios  and Chris Staab, PE, Harwood Engineering Consultants [Zimmerman Architectural Studios Office]
  • Jenalyn Groeschel, Assoc. AIA, [Northwestern Mutual Life]
  • Peter Kucha, Eppstein Uhen Architects
  • Tate Walker, AIA, Energy Center of Wisconsin [Full Spectrum]


5:00 p.m.     Adjourn

Registrations are non-refundable and non-transferable.

Have questions about Deep Energy Retrofits Workshop? Contact AIA Wisconsin
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When & Where

University of Wisconsin – Milwaukee School of Architecture and Urban Planning
2131 E Hartford Ave Room AUP 170
Milwaukee, WI 53211

Friday, April 4, 2014 from 1:00 PM to 5:00 PM (CDT)

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AIA Wisconsin

AIA Wisconsin has been the leading professional membership association for licensed architects, emerging professionals, and allied partners since 1911. 

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Deep Energy Retrofits Workshop
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