HEAPY Building Optimization Qualifications

BUILDING OPTIMIZATION QUALIFICATIONS

ABOUT HEAPY

HEAPY

FIRM OVERVIEW HEAPY is a nationally recognized leader in sustainable and resilient engineering design and commissioning. Founded in 1945, the corporation plans, designs, and commissions more than $2 billion annually in total construction. Ranked a TOP 25 COMMISSIONING FIRM by Consulting Specifying Engineer, HEAPY provides energy

audits, commissioning, retro-commissioning, and sustainability planning. Offering a dedicated BUILDING OPTIMIZATION team comprised of more than 40 veteran controls technicians, TAB contractors, energy engineers, and project managers, HEAPY will maximize energy savings and ensure peak facility performance, while still prioritizing occupant comfort and maintainability.

MARKETS

SERVICES

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Education

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Building Optimization / Commissioning

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Healthcare

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Sustainability & Resiliency

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Corporate / Commercial

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Energy Audits / Assessments

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Industrial / Manufacturing

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Mechanical, Electrical & Plumbing Design

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Government

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Fire & Life Safety Design

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Science & Technology

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Information & Communication Technology Design

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Cultural / Arts

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Engineer-Led Design Build Construction

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Mission Critical

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Master Planning / Facility Condition Assessment

TOTAL STAFF The firm boasts more than 240 colleagues and maintains seven offices across the United States: • Dayton, OH (Headquarters) • Cincinnati, OH • Columbus, OH • Cleveland, OH • Indianapolis, IN • Raleigh, NC • Tampa, FL

HEAPY is an ISO Certified Company (FS-98575)

COMMISSIONING

SERVICES

HEAPY provides Commissioning services on new buildings, major renovations and existing facilities to ensure that the building and the systems are designed, installed, and are working in accordance with the owner’s project requirements. Our proven Commissioning process ensures that building systems are optimized for peak energy efficiency and occupant comfort. Our collaborative approach helps assist designers, contractors, and buildings owners by proactively addressing deficiencies before occupancy and long before they become issues down the road that could impact energy, costs, and maintenance staff time.

In the last 5 YEARS:

624

237

63M

COMMISSIONING PROJECTS

HEALTHCARE COMMISSIONING PROJECTS

SQUARE FEET COMMISSIONED

$31.6M

$172M

COMMISSIONING REVENUE

COMPANY REVENUE

COMMISSIONING

SERVICES

Our staff is comprised of veteran tradesman, controls technicians, TAB contractors, energy engineers, and effective project managers. Our level of expertise and extensive experience brings a higher level of quality Commissioning services to your project. The following is a partial list of our qualifications: Extensive experience in the operation and troubleshooting of HVAC systems, energy management, building automation control systems, lighting controls and security systems.

Our Commissioning Agents have over 20 years of combined experience in the HVAC and building construction industry, having previously worked in the field for Mechanical Contractors, Controls Systems Specialists, and Industrial/Institutional HVAC Systems Analysts, and as supervising service representatives. All have been responsible for controls system design and programming, as well as troubleshooting and repair of the systems. They have also been responsible for the supervision of system maintenance as well as assisting engineers from inception to project completion.

Our Commissioning Agents are knowledgeable in building operation, maintenance and O&M training. They have been involved in the day-to-day maintenance of facilities, writing maintenance strategies for the owners’ staff, writing RFPs so the maintenance can be bid in a competitive format for every type of institution.

Our staff has undergone training classes for the Refrigeration Service Engineers Society (RSES) as well as Air Conditioning Contractors Association. This type of instructor gives us the ability to train in every arena. We have held classes for HVAC Factory Office Field Technicians, Hospital and Educational facility staffs. This same Commissioning team has performed as Facility Maintenance Program Managers.

Our Commissioning team staffed with energy engineers are experienced in monitoring-based Commissioning and data analysis for post occupancy verifications.

Trained in using the latest technologies in building automation, facility energy and data analytics helping facility staff better maintain and operate a healthy, comfortable, and efficient building.

BUILDING OPTIMIZATION EXPERTISE

CINCINNATI CHILDREN’S

CRITICAL CARE BUILDING

SERVICES Commissioning SIZE 768,000 SF 90,000 SF ER 12,000 SF Central Plant COST $326,000,000 AWARDS Build America Award Winner

HEAPY was selected by Cincinnati Children’s Hospital as the Healthcare Facility Commissioning Agent (HFCxA) for a new Critical Care Building, a 768,000 SF, 8-STORY EXPANSION that adds 249 beds on campus. The Critical Care Building features an emergency department, helistop, trauma rooms, urgent care, clinical labs, pharmacy, sterile processing, pediatric intensive care (PICU), cardiac intensive care (CICU), neonatal intensive care (NICU), bone marrow transplant unit, operating rooms, patient rooms, and general facility spaces such as kitchen, dining, and shell space.

Commissioning scope included all major components of mechanical, electrical, plumbing (including medical gas), fire protection, emergency/life safety, lighting, information technology, security, building automation, and building envelope/enclosure systems. Work began during schematic design and continued through construction with performance functional testing, occupancy phase reviews, seasonal testing, and measurement and verification. HEAPY facilitated the development of the owner’s project requirements, conducted design reviews during schematic, development and construction document phases, and created commissioning specifications for inclusion with bid packages.

The project included a new, 12,000 SF CENTRAL UTILITY PLANT to service the building, as well as prepare for future expansions with three chillers, three cooling towers, two dual-fuel steam generators, and two dual-fuel electric generators. The central utility plant focused on resiliency, being designed to backfeed other facilities and sized to serve as a backup for the entire campus. This added layer of redundancy provides additional support for campus emergency preparedness.

HEALTH & WELLNESS The critical care tower is the first medical building in the world to have spectral lighting, which was developed by Cincinnati Children’s researchers. Spectral lighting is designed to mimic natural sunlight, which supports healthy sleep cycles and stimulates growth for newborns. The building features more than 1,100 pieces of art from local artists, as well as patients and family. Four gardens, including a rooftop garden, were designed to provide areas of respite and improve occupant health and wellness.

SUSTAINABILITY & ENERGY EFFICIENCY HEAPY systematically optimized and calibrated the building systems to operate efficiently and effectively in accordance with the Owner’s Project Requirements, as well as ensuring that facility staff have adequate system documentation and training. The project is pursuing LEED CERTIFICATION. HEAPY verified that all commissioning documents were up to date, reviewed, and submitted for Fundamental Commissioning prerequisites.

CINCINNATI CHILDREN’S

CRITICAL CARE BUILDING (CONT.)

SERVICES Commissioning SIZE 768,000 SF 12,000 SF Central Plant COST $326,000,000

SCHEDULE ADHERENCE Our team worked in collaboration with the construction team, manufacturers, and technicians to be available on short notice to ensure that testing for vital systems (e.g., steam generator) could occur without interfering with the overall project schedule.

Our commissioning agents shifted schedules and worked flexible hours to ensure that pre-functional and functional testing of various components was conducted in a timely manner to verify performance.

EMERGENCY SYSTEM RELIABILITY & RESILIENCY During functional testing, the preliminary test of the campus emergency generators failed to meet the total load requirements, which resulted in adjustments to ensure equipment performance met requirements for campus safety and redundancy. HEAPY’s commissioning team worked closely with the electrical designer to establish load steps and verify sequence of operations. During the second round of testing, the campus lost an entire feed of energy from the local power provider. The generators kicked in automatically and ran for more than 30 hours. This real-world test validated that the commissioning teams efforts to collaborate with the client and the general contractor were not in vain and prevented a more serious failure on the campus.

EXCEPTIONAL PERFORMANCE Shortly after construction was finished, the Joint Commission visited the facility to conduct an audit. The audit included airflow tests throughout the campus, which resulted in a 100% match between actual readouts and the TAB reports and controls vendor readings, indicating that the site can heat and cool as designed, ensuring reliable patient and staff comfort. This rare achievement speaks to the commissioning team’s commitment, which included checking more than 700 devices during functional testing to ensure that the design was preforming as expected.

THEDACARE

ORTHOPEDIC, SPINE & PAIN CENTER

SERVICES Commissioning SIZE 230,137 SF (Total) 80,520 SF (Hospital) 49,499 SF (Surgery Center) 100,118 SF (MOB) COST $144,000,000

HEAPY provided commissioning services for the construction of the new $144 million Orthopedic, Spine and Pain Center located in Appleton, WI. ThedaCare, along with two independent physician groups, came together under a common vision to form the new outpatient and inpatient medical facility on the ThedaCare Health Campus - Encircle. This comprehensive center specializes in orthopedics, spine, and pain care with both inpatient and outpatient services, including physical therapy, ambulatory and inpatient surgical procedures, clinical exam treatments, imaging, and short-term hospital stays.

HEAPY systematically optimized the building and ancillary systems, ensuring that they operated efficiently and effectively in accordance with design intent.

COLLABORATION & PROBLEM SOLVING Overall, the commissioning process identified 242 issues that required collaborative problem solving and communication to ensure that the facility was fully operational and ready to receive patients after opening. Our team worked extensively with the test and balance professionals to ensure that operating rooms, laboratories, and pharmacy areas had appropriate pressure differentials, which is vital to maintain a safe, healthy, sterile environment in these critical spaces.

During functional testing, the campus emergency power system was run through internal diagnostics, as well as a loss of power test. In each case, the generators failed to pass functional testing, which required close coordination with the manufacturer and installation team to ensure that the equipment was fully functional. Commissioning led to early identification of this issue and prevented critical power loss during active operations.

The team also found inconsistent lighting controls and identified a failed controller that was leading to lighting issues throughout the patient rooms and hallways. Working with the electrical contractor, our team resolved the issue to ensure appropriate lighting controls throughout the facility. In addition, the team identified and corrected issues with the Building Automation System’s graphic interface, which ensured that accurate information was being provided to the facilities and maintenance team to allow for timely and responsive issue resolution with facility operations.

WAKEMED CARY HOSPITAL CHILLED WATER PLANT

SERVICES New Construction Commissioning Monitoring-Based Commissioning

HEAPY provided commissioning services on upgrades to WakeMed Cary Hospital’s central chilled water plant, INCREASING SYSTEM CAPACITY from 2,000 tons to 4,000 tons as part of a large vertical expansion project. Work began after start-up and during final turnover to validate performance, operations, and resiliency of this critical infrastructure. Collaborating closely with the design engineering team and facilities stakeholders, performance testing included a full point-to-point system checkout, sequence validation, and full system failure tests.

After initial system operational reviews, HEAPY and the design team reviewed equipment operation and provided detailed tuning recommendations for enhanced chiller plant control. The secondary pump staging was adjusted, allowing for stage up after 95% speed and stage down at 75% speed. Additionally, the team observed intermittent condenser water pump cavitation during peak load conditions. The chemical treatment system was blowing down more than 18-gpm continuously down the drain, with the make-up water and evaporation unable to keep constant head pressure pumps on the open-tower loop configuration. The energy and water savings combined on these two adjustments was estimated to be approximately $44,000 IN ANNUAL SAVINGS. The facility was built with N+1 redundancy, such that each critical point of failure in the chilled water system was tested to ensure automatic lead/standby control and minimize impact to the facility during normal operations. During failure testing, issues with time delays and maintenance interlocks were found to impact the plant recovery time by more than one hour. We enabled systems to be placed in manual operation ready for back-up to mitigate any live issues while the control sequences were turned. Upon completion of the failure interlocks, system control was found to hold a 15-to-20-minute start-up stability with design conditions stable under 45-minutes after a complete lockout.

At the completion of seasonal testing, HEAPY provided INTELLIGENT BUILDING MANAGEMENT, or continuous monitoring-based commissioning, for the central plant. Using a live data stream of BACnet data, system metrics are being collected on system delta-T, pump pressure and speed profiles, and chiller staging. Issues identification and prioritization, as well as continuous optimization opportunities, will continue throughout the warranty period to ensure the systems operate at peak performance.

CLEVELAND CLINIC H-BUILDING INFRASTRUCTURE UPGRADES

SERVICES Commissioning SIZE 37,500 SF

HEAPY provided design and construction commissioning for Cleveland Clinic’s 37,500 SF H-Building Infrastructure Upgrades and Added Penthouse project. The H-Building is one of the Clinic’s primary patient care towers, which includes procedure and operating rooms. The project included a major refurbishment to the existing air handlers, and significant mechanical and electrical upgrades tied to the expansion of the penthouse.

COLLABORATION This project was executed using the Clinic’s approach to Integrated Project Delivery, which allowed the team to take a proactive approach to solving problems and identifying creative solutions. This collaboration during construction continued through opening and occupancy phases, resulting in a high-performing building that met or exceeded design expectations. The project required an exceptional level of coordination to keep the building in operation without disruption during transition to the new equipment.

For example, functional testing that would normally have taken weeks was completed over the course of a weekend, beginning on Friday evening after the last surgery was completed. HEAPY worked closely with the BAS and testing and balancing contractors to conduct simultaneous testing and verification to allow for reopening Monday morning.

PERFORMANCE & INSPIRATION HEAPY implemented a highly detailed plan to limit the amount of disruption to occupied spaces within the H-Building, which included critical spaces such as operating and procedure rooms and where lack of functionality was unacceptable. To help the project stay on schedule and reduce downtime, HEAPY completed functional testing for all the air handling units (AHUs) simultaneously with balancing and controls programming. Our commissioning team worked closely with vendors, contractors, facilities and maintenance staff, and the design team to verify that all critical systems were operating within design parameters in this highly regulated healthcare space before reopening.

EQUIPMENT FAILURE PREVENTION During functional testing, one AHU experienced a catastrophic failure. Identifying this serious issue during the commissioning process allowed the team to get the equipment fixed while minimizing the impact to operations and the project schedule.

PROCTER & GAMBLE MASON BUSINESS CENTER

SERVICES Commissioning LEED Program Management Fume Hood Certification Clean Room Certification cGMP Validation & Documentation Design Review SIZE 858,000 SF (Total) 250,000 SF (Renovation) 608,000 SF (New) COST $460,000,000

HEAPY provided LEED Enhanced Commissioning services for Procter & Gamble’s 858,000 SF expansion and renovation of the Mason Business Center, the company’s largest Research & Development facility in the United States. The facility is home to P&G’s beauty product research division, housing 1,150 inventors, scientists, researchers, and consumer experts. The center includes modular, adaptable laboratory spaces (designed to meet cGMP requirements), manufacturing pilot plants, and space to conduct focus groups with consumers regarding new beauty products. This expansion provides a central location for all related operations, enabling streamlined business unit collaboration and innovation.

This four-year project involved the careful and COMPLEX PHASING of multiple simultaneous projects in nine buildings (three existing and six new), minimizing disruptions to ongoing operations.

Scope items for this project that go beyond the LEED requirements included fire protection, fire alarms, security and surveillance, ASHRAE 110 testing of fume hoods, room particle count testing, and filter challenge testing. Additionally, this project included all cGMP areas and required that commissioning comply with the Installation Qualification (IQ) / Operational Qualification (OQ) / Performance Qualification (PQ) standards required by the Owner’s master validation plan for the project. The project is certified LEED Silver.

This project also included the commissioning and design review of the modification to the existing onsite CHILLED WATER PLANT. This included two new chillers (one 2800-ton steam turbine driven centrifugal and one 1500-ton electric motor driven, winter operation centrifugal chiller), as well as one new counter flow cooling tower and associated condenser water pumps. This modification expanded the plant capacity to approximately 14,300 tons (from 10,000 tons) and also provided a more energy efficient design by providing the steam turbine driven chiller, which allows for base-loading the plant during summer operation.

PROCTER & GAMBLE MASON BUSINESS CENTER

COLLABORATION While this was a very complex project, P&G prioritized quality above all else. The project team was selected entirely based on qualifications, from across the country and internationally. Throughout the duration of this major project, 5,192 issues were identified, tracked, and resolved during the commissioning process. These issues ranged from simple labeling errors to major operational issues that would have prevented moving into the facility. This highlights how essential the commissioning process is to every project, because a skilled commissioning team can provide coordination and collaboration to help achieve peak facility performance.

Our team collaborated with a multi-disciplinary, international team to help resolve more than 5,000 issues identified during the commissioning process.

ENSURING SCHEDULE ADHERENCE The project fell behind during construction, which posed a serious issue to the team because some personnel had already vacated other properties and needed to move into their new spaces on schedule. The HEAPY team ramped up capacity, bringing on additional commissioning team members and working double shifts and over weekends to cut three months off the original schedule. Being able to adapt and pivot helped meet the owner’s schedule without negatively impacting operations or personnel relocation.

KETTERING HEALTH MULTI-CAMPUS ENERGY AUDIT & RCX

SERVICES Energy Consulting Energy Audit/Assessment SIZE 1,850,000 SF TOTAL ENERGY REDUCTION 15.3% TOTAL ANNUAL COST SAVINGS $763,500

HEAPY conducted an Energy Audit/Assessment of the performance of several hospitals for Kettering Health, including Kettering Health Main Campus, Kettering Health Washington Township, and Kettering Health Miamisburg. HEAPY provided recommendations for improving each facility’s overall energy efficiency. The facility walk-through and utility analysis uncovered multiple areas where energy could be conserved.

Kettering Health Main Campus is made up of four main buildings totaling approximately 1,250,000 SF. Kettering Health Washington Township was originally built as a satellite location of Kettering Health Dayton, and encompasses a total floor area of 206,779 SF over a single story. Kettering Health Miamisburg is made up of four main building areas totaling approximately 390,000 SF. SUSTAINABILITY As a first step in the energy assessment process, HEAPY benchmarked the facilities against national energy datasets for healthcare, other buildings within the network, and design targets for high-performing healthcare buildings. Possible building improvements were tabulated and investigated, then sorted and summarized for Kettering Health. We provided two categories of building improvements: (1) low-cost or no-cost improvements are classified as energy conservation measures (ECMs) and (2) capital improvements represent a more significant financial investment.

HEAPY provided Kettering Health with an implementation strategy with recommendations for the implementation timeline for the specified projects, including Estimated Cost Savings ($/ year), Estimated Investment Cost ($) and Estimated Payback (years).

KETTERING HEALTH MAIN CAMPUS Cost Reduction: $481,200 Electricity Energy Reduction: 4,900,000 kWh Natural Gas Reduction: 346,000 therms Percent Energy Reduction: 18% Percent Cost Reduction: 15%

KETTERING HEALTH WASHINGTON TOWNSHIP Cost Reduction: $93,300 Electricity Energy Reduction: 549,700 kWh Natural Gas Reduction: 48,600 therms Percent Energy Reduction: 17% Percent Cost Reduction: 10% KETTERING HEALTH MIAMISBURG Cost Reduction: $189,000 Electricity Energy Reduction: 2,514,670 kWh Natural Gas Reduction: 10,900 therms Percent Energy Reduction: 11% Percent Cost Reduction: 17%

VETERANS ADMIN VISN 10 ENERGY AUDIT

SERVICES Multi-state Energy Audit and Assessment for 14 Healthcare Campuses SIZE 14 Campuses 12.6 million SF

HEAPY performed Energy Audits at 14 campuses encompassing over 12.6 million SF throughout Veterans Integrated Service Network (VISN) 10 - Ohio, Michigan, Indiana. HEAPY assisted the Department of Veterans Affairs in identifying and analyzing Energy and Water Conservation Measures (ECMs) for potential investment. This project was executed with high levels of coordination to ensure the project stayed on schedule while undertaking a comprehensive assessment across three different states and multiple facilities. The audits were conducted in the midst of the COVID-19 pandemic, which required careful planning to protect patient and staff safety on site, as well as constant attention to changing healthcare requirements. Several large campuses with multiple facilities and an enormous amount of issues identified. Our team leveraged a cloud-based system called CxAlloy to keep issues tracking consistent, as well as to allow for seamless collaboration between multiple stakeholders, ensuring that all issues were appropriately logged and that follow through was assured.

BASELINE PLANNING HEAPY performed a detailed analysis of energy and water consumption to establish a status quo baseline, aligning with the EPA Energy Star Portfolio Manager Program and VISN Service Support Center database of consumption. Consumption data includes energy and water commodity usage at each of the facilities during the most recent three-year period. HEAPY conducted an initial on-site meeting at each VA Station with building maintenance and facilities staff to learn of special problems or needs of the building. This allowed us to identify any operational problems and/or practices that may impact building efficiency.

ENERGY & WATER CONSERVATION MEASURES The audit included an initial investigation of identified ECMs with detailed descriptions for the VA to prepare a Performance Work Statement (PWS), as well as analyze, evaluate, recommend, and prioritize energy and water/sewer conservation measures. HEAPY made recommendations and prioritized ECMs to capture potential energy and water conservation and cost savings opportunities.

FINAL REPORT The final deliverable of this effort was a written report for each of the six medical facilities, including an excel workbook detailing the ECMs for each facility. The Energy Audit generated a facility overview summarizing the general condition of the mechanical and electrical systems and building envelope components critical to energy efficiency. We identified low-cost/no-cost changes to the facility or to operating and maintenance procedures and determined estimates of probable energy savings and implementation cost associated with these changes. This includes identification of any applicable utility incentives and the estimated value of those incentives.

OHIOHEALTH

CLIMATE PLEDGE IMPACT STUDY

SERVICES Sustainability Planning

In 2022, OhioHealth, a nationally recognized, not-for-profit healthcare system in Central Ohio, signed the Department of Health and Human Services’ Health Sector Climate Pledge. This pledge commits the organization to target 50% emissions reduction by 2030 and Net Zero by 2050.

HEAPY was hired to help OhioHealth conduct a comprehensive, high-level impact study regarding the Climate Pledge, focused on achieving two goals: 1. Educate the OhioHealth Real Estate, Construction and Facilities group on the implications and requirements of the Climate Pledge.

2. Identify, at an extremely high level, a path for meeting the intent of the Climate Pledge.

As part of the study, HEAPY collaborated with the project team through iterative meetings to identify the key drivers of emissions in the healthcare system, including energy consumption, building system optimization, and facility infrastructure investments. Strategies for planning to strategically reduce these emissions were also examined.

The final deliverable included a report that outlined the current state of OhioHealth’s infrastructure and real estate portfolio outlining carbon emissions and energy usage. The report also provided a roadmap for strategic capital investments and infrastructure planning, taking into account first cost, life-cycle cost, emissions reduction, and overall impact on patient and community health.

Our team outlined sequencing of projects to ensure the best return on investment to achieve the Net Zero 2050 target, which will help OhioHealth to make effective decisions with resource allocation now and in the future.

COLLIER COUNTY ENERGY MASTER PLAN

SERVICES Energy Master Plan Campus Facility Condition Assessment ASHRAE Level II Energy Audit Campus Energy SubMetering Plan Indoor Air Quality Assessment SIZE 14 Buildings 810,000 SF ENERGY SAVINGS 7,000,000 kWh $625,000 annual savings

HEAPY provided an Energy Master Plan for the Collier County Government Center in Naples, Florida, which includes 14 buildings totaling 810,000 SF. The final report provided the County with a detailed ENERGY EFFICIENCY ROAD MAP and outlined short- and long-term improvements based on first cost, life cycle cost, and overall energy and environmental impact. The project scope included: • campus-wide facility condition assessment, evaluating facility age, deferred maintenance, and energy consumption of building systems and envelope; • ASHRAE Level II energy audit; • campus energy sub-metering plan, • investigation into the central energy plant with evaluations on future design opportunities; • indoor air quality assessment; • renewable energy opportunities and options; A detailed UTILITY BILL ANALYSIS revealed the Energy Use Intensity (EUI) was nearly 25% higher than average peer building group. On-site investigation of the HVAC, building automation, lighting, and building envelope systems revealed significant potential energy savings strategies. For example, the existing thermal energy storage system was operating at a maximum of 72% of the designed storage capacity, caused by major mechanical equipment issues in the ice storage tanks, as well as control issues that led to erratic system performance.

Ultimately, more than 65 ENERGY CONSERVATION MEASURES (ECMs) throughout the campus were identified to reduce overall energy usage by 20% - 25%. The total identified savings are over 7,000,000 kWh and would save up to $625,000 in annual utility costs.

A system performance analysis of the central energy plant was completed utilizing system building automation trend data. A new central energy plant concept was developed to provide energy cost savings and improve campus resiliency, as well as to support future expansion. The team developed a concept for a 13,000 ton-hour stratified chilled water thermal storage system with a total volume of 1.5 million gallons, capable of providing full cooling with N+1 redundancy to the campus. Life cycle analysis demonstrated that the new system would SAVE $8M IN ENERGY COSTS OVER 20 YEARS.

HUNTINGTON NATIONAL BANK

EXPLORATORY NET ZERO ROADMAP

SERVICES Energy Services SIZE 11 Million SF (multiple facilities)

HEAPY has provided sustainability and energy consulting services to Huntington Nation Bank for five years, helping quantify carbon emissions and providing qualitative consulting on CDP* (formerly Carbon Disclosure Protocol) reports and questionnaires. In 2021, HEAPY was engaged to help Huntington create a comprehensive Exploratory Net Zero Roadmap, which would serve as a high-level, step-by-step guide to transition the financial institution from its current state to its desired future state.

To achieve this goal the team evaluated current initiatives and operations (e.g., supply chain, financed emissions), collected baseline data, set realistic targets, and provided a comprehensive analysis to guide decisions. This analysis looked at a range of potential sustainability initiatives, such as electric vehicles versus renewable energy sourcing, and provided recommendations based on cost, return on investment, time horizon, and GHG reduction potential. The team focused on reducing greenhouse gas (GHG) emissions strategically and authentically, without relying solely on purchased offsets.

The Exploratory Net Zero Roadmap leveraged best practices and adhered to industry standards, such as CDP. The resulting analysis provided a clear, prioritized, agile roadmap to guide investments and decision making in the years to come.

In addition, HEAPY worked with Huntington to improve their GHG disclosure in accordance with ISO 14064-3 in support of annual CDP disclosure requirements, engaging in the following process: • conduct a formal review of current reporting processes, • adjust calculation procedures and protocols to capture better data and improve results, • and produce a final report that better addressed CDP reporting and response expectations.

Ultimately, Huntington improved performance in multiple ranking categories, including Scope 1 & 2 Emissions and Verification, Risk Disclosure, Governance, and Business Strategy.

This engagement helped Huntington increase their CDP score, moving the organization from a “B” to an “A-“ on their sustainability plan – one of only to two financial institutions to improve their ranking from 2020 to 2021.

* CDP is a not-for-profit charity that runs the global disclosure system for investors, companies, cities, states and regions to manage their environmental impacts.