Due Diligence Package

Comprehensive documentation for your investment evaluation

Corporate Documents

Foundational corporate and designation materials

Ministerial Order 16/2025

Designation of Deep Retrofit Capital Inc. as CEIP Program Administrator, signed October 23, 2025 by the Minister of Environment and Protected Areas under the Emissions Management and Climate Resilience Act.

DRC Business Plan

83-page comprehensive business plan covering program structure, market analysis, financial projections, operational framework, and technology strategy.

Articles of Incorporation

Deep Retrofit Capital Inc. corporate registration and articles of incorporation under the Alberta Business Corporations Act.

Government Awarding Letter and Due Diligence Memo

Official awarding letter and supporting due diligence memorandum from the Government of Alberta confirming DRC's designation.

Governance Policies

9 governance policies covering all operational aspects

DRCP-PADM-0001 -- Program Administrator Designation

Establishes DRC's role, responsibilities, and authorities as a CEIP Program Administrator.

DRCP-MORPT-0001 -- Monitoring and Reporting

Defines monitoring obligations, KPI tracking, energy performance measurement, and annual reporting requirements.

DRCP-AVBRD-0001 -- Advisory Board Composition

Advisory board structure, membership criteria, and consultation procedures.

DRCP-PADM-0002 -- Data Collection, Use, and Privacy

FOIP-compliant data governance covering collection, use, disclosure, retention, and protection of participant data.

DRCP-EIMP-0001 -- Eligible Improvements

Defines eligible improvement categories (building envelope, mechanical, energy management, lighting, solar/renewable, equipment) with qualification criteria.

DRCP-QCTRS-001 -- Qualified Contractors

Contractor qualification requirements, licensing, insurance, training, performance standards, and conduct expectations.

DRCP-FINMGT-0001 -- Financial Management

GAAP-compliant financial management, fee structures, reserve requirements, auditing, and reporting obligations.

DRCP-IRE-0001 -- Issue Resolution and Escalation

Four-tier resolution process: Liaison, Concerns Officer, Resolution Committee, and Minister escalation.

Regulatory Documents

Enabling legislation and regulatory framework

Bill 10 -- An Act to Enable Clean Energy Improvements (SA 2018, c 6)

Foundational enabling legislation that amended the Municipal Government Act to create Division 6.1, authorizing municipalities to establish CEIP programs.

Alberta Regulation 212/2018 -- Clean Energy Improvements Regulation

Core CEIP regulation establishing program framework, eligible improvements, contractor requirements, application process, agreement terms, and monitoring obligations.

Alberta Regulation 153/2020 -- CEIP Amendment Regulation

Amendments to the original regulation expanding scope and clarifying procedures.

Municipal Government Act, Division 6.1 (RSA 2000, c.M-26)

MGA sections added by Bill 10 providing municipalities authority to establish CEIP programs, impose energy improvement taxes, and enter agreements with program administrators.

Emissions Management and Climate Resilience Act (SA 2003, c.E-7.8)

Provides the Minister authority to designate program administrators and establish climate-related programs.

Financial Documents

Financial management, fees, insurance, and reserves

Financial Management Policy (DRCP-FINMGT-0001)

GAAP-compliant financial management procedures, accounting standards, and audit requirements.

Administration Fee Structure

Fee schedule detailing the maximum 5% administration fee, application fees ($100/$200/$500 by property type), and incidental cost limits (15% maximum).

Insurance Documentation

Proof of insurance coverage as required by the Government of Alberta designation conditions. Submitted February 2026.

Financial Reserve and Performance Bond

Documentation of 3-month financial reserve and performance bond maintained for operational continuity.

Operational Documents

Contractor qualification, improvements, monitoring, and continuity

Qualified Contractors Policy (DRCP-QCTRS-001)

Contractor qualification requirements including APEGA/AAA licensing, $5M liability insurance, $2M E&O insurance, WCB coverage, and training completion.

Eligible Improvements Policy (DRCP-EIMP-0001)

Complete listing of eligible improvement categories with lifespan data, expected savings, and CO2 reduction factors.

Monitoring and Reporting Policy (DRCP-MORPT-0001)

KPI tracking framework, energy performance measurement, GHG reduction calculations, and annual public reporting procedures.

Issue Resolution and Escalation Policy (DRCP-IRE-0001)

Four-tier escalation process from Liaison through Concerns Officer and Resolution Committee to Minister, ensuring systematic issue resolution.

Transition Plan and Training Manual

Maintained at all times for business continuity. Documents all operational procedures for platform transfer if required.

Request the Full Package

Contact the DRC investment team to receive copies of all due diligence documents and schedule a discussion with the leadership team.

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