The Benefits of a Portfolio-level Plan for Building Performance Upgrades
Summary
Hear from an owner’s perspective on the value of a Portfolio Decarbonization Roadmap.

About the Training
Most building owners tackle energy improvements one building at a time, which can be slow, expensive, and miss opportunities to prioritize the most beneficial upgrades at the right time across a building portfolio. Through a cost-effective desktop assessment, consultants provide a portfolio-level plan that can enable owners of multiple buildings to maximize energy savings, take advantage of incentives, and tackle aging equipment across a portfolio.
Building owners and operators, property and facility managers of multiple buildings, and energy and sustainability managers can benefit from this 1-hour webinar. Hear from an owner’s perspective on the value of this plan, known in the industry as a Portfolio Decarbonization Roadmap. Learn about what’s included, what’s not included, and whether it’s right for you.
This is a live, online webinar led by Erin Camp at PowerOptions and Helio Rosa at YMCA of Greater Boston.
Mass Clean Energy Center Programs & Resources

This webinar stems from the BETA: Roadmaps program, funded by MassCEC, to provide roadmaps for non-profits and public entities to decarbonize their building portfolios by 2050. Read more about portfolio-level planning in the following 1-pager.
Portfolio-level Planning for Building Performance Upgrades
Portfolio-level plans provide owners of multiple buildings (2+) with a coordinated roadmap for energy improvements across their portfolio.

MassCEC Portfolio Roadmap Case Studies
By evaluating each building’s equipment and energy data as a part of a larger portfolio, these plans help maximize incentives and reduce costs to help owners meet performance and regulatory goals.
Speakers

Erin Camp, PhD, is the Energy Sustainability and Analytics Program Manager at PowerOptions. She is leading the design and execution of PowerOptions’ new program that provides sustainability advisory and data analytics services to our members.
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Erin has a decade of professional experience as an energy consultant, researcher, and analyst working in the sustainable energy transition space. Her areas of expertise include electrification of buildings and transportation, renewable energy and energy storage technologies, emissions inventories, and energy economics and policy. Prior to joining PowerOptions, she worked as a senior consultant at Synapse Energy Economics, where she served as a project manager and energy analyst for non-profit and government clients. Before Synapse, Erin worked at the Cadmus Group for public-sector clients on strategic electrification and energy policies and programs.
Erin earned a PhD in Geological Sciences from Cornell University and a Bachelor of Arts in Geology from Amherst College in Massachusetts.

Helio Rosa is the Vice President, Facilities and Real Estate for the YMCA of Greater Boston. Since joining YGB in 2020, he oversees the planning, design and construction of capital projects and renovations for the organization, the management of facilities operations and maintenance, and the entire real estate portfolio for the Association.
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The YMCA of Greater Boston is comprised of 13 health and wellness centers, 3 overnight and 2 outdoor day summer Camps and dozens of integrated Youth Development program sites throughout greater Boston and New Hampshire, where for 175 years, it has dedicated itself to improving the health of mind, body and spirit of individuals and families in our communities.
In his time with the Y, he has been responsible for advancing the member enhancement, deferred maintenance and life safety initiatives and now includes one other component: Sustainability. The YMCA of Greater Boston recently embarked on a decarbonization pathway to get to NetZero which will position the organization for the next generations to come. With nearly 30 years of experience, Helio has previously worked in a similar capacity at a large healthcare system as well as in a healthcare architecture firm prior to joining YGB.
Additional Details
- Understand the value of a Portfolio Decarbonization Roadmap, and the inputs/outputs
- Describe an example of an organization that has utilized a roadmap and the outcomes it provided
- Understand the steps to embark on a Portfolio Decarbonization Roadmap, if desired.
- Describe the difference between a Portfolio Decarbonization Roadmap and other assessments.
The Express Grant is designed to help businesses respond quickly to emerging needs and keep employees engaged. With bite-size grants for just-in-time training and no waiting periods between grants, the Express program is the Workforce Training Fund’s fastest path to funding.
You could take this training for FREE. Complete an Express Grant Application.
Course ID#: TBD
Course Provider: Built Environment Plus
Course Cost:
- Free tickets for Building Owners/Operators & Gov’t/Non-Profits through Building Performance Exchange
- $25 for AEC Professionals
- $10 for Students
Express Grant Eligibility
Employers with 100 or fewer Massachusetts, W-2 employees are eligible to receive Express Program grants. Express Program grant applications must be submitted no fewer than 21 days before the training date. The following documentation is required to apply:
- Signed Form W-9
- Certificate of Good Standing (COGS) from the Massachusetts Department of Revenue, dated within 6 months from the date of application submission
- Certificate of Compliance from the Massachusetts Department of Unemployment Assistance (DUA) that is not expired on the date of application submission
The contracting period of approved Express Grants begins 21 days after the grant application date and ends one year from this date. All training must be completed within the contract period to be eligible for reimbursement.
*Review the BE+ Workforce Training Grant webpage for additional eligibility requirements and other updates made by the Commonwealth Corporation.
Full refunds are available only if written notice is provided 7 days prior to course start date. There will be no refund if less than one week’s notice is given.
Please note: Full refunds will be issued less the standard processing fee. In general, rescheduling is always preferred over refunds. Registration transfers are only allowed for rescheduling to a future training and cannot be transferred between individuals.
Don’t see a financial assistance option that meets your needs? Reach out to education@builtenvironmentplus.org to learn more about leveraging the opportunities available to you. Bulk discounts are available for 5 or more attendees at once.


