Phoenix Convention Center Phoenix, Arizona DOE eGuide for Strategic Energy Management Building PerformanceStrategic Energy Management Ridah Sabouni Energetics Incorporated August 12, 2015

Energy Exchange : Federal Sustainability for the Next Decade Three fundamental goals of Strategic Energy Management (SEM): 1.Credible Energy Savings 2.Continuous Improvement of the Energy Management System (EnMS) 3.Persistence (i.e., sustained savings) (Source: Paul Birkeland’s presentation just a few min ago!) 2 Why Strategic Energy Management? Benefits of Strategic Energy Management: Improved profits Reduced energy costs Improved processes Reduced emissions Reduced risk to energy price fluctuations SEM: A structured approach to energy management that integrates energy efficiency into daily organizational management practices, resulting in greater sustained savings than a project-by-project approach Hopefully you are convinced of the importance of SEM… So, how do I implement SEM at my organization? How do I get started??

Energy Exchange : Federal Sustainability for the Next Decade 3 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade 4 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade 5 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade 6 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade 7 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade 8 Getting Started with SEM…

Energy Exchange : Federal Sustainability for the Next Decade The DOE eGuide to Energy Management (“eGuide”) is an online resource with a step-by-step approach and tools to help organizations implement a strategic approach to energy management at their facilities eGuide team: DOE Advanced Manufacturing Office, DOE Building Technologies Program, DOE Federal Energy Management Program, Georgia Tech Energy Management Team, Energetics, PPC Soft-launched a few months ago, now available at: or just google “DOE eGuide” eGuide audience: – Industrial end users Large manufacturing facilities Small and medium enterprises (SMEs) – Commercial end users Small, medium, or large commercial buildings, facilities staff, schools, etc. – Federal & State Public facilities with or without energy managers, DOD facilities – Utilities & Program Administrators 9 What’s the eGuide?

Energy Exchange : Federal Sustainability for the Next Decade 10 Strategic Energy Management Continuum Source: U.S. DOE Advanced Manufacturing Office ISO used as baseline for eGuide v2.0 design

Energy Exchange : Federal Sustainability for the Next Decade 3 Levels  Level 1: Provides a structured approach to energy management that any commercial, industrial, or government organization can implement, even organizations with little or no experience in energy management.  Level 2: Provides guidance resources and examples to help organizations understand the ISO energy management standard requirements and the actions to implement the standard.  Level 3: Builds upon Level 2, providing guidance on the additional requirements to achieve DOE Superior Energy Performance ® 11 eGuide Structure: 3 Levels Level 1: Foundational Energy Management Level 2: ISO Energy Management Level 3: SEP Energy Management

Energy Exchange : Federal Sustainability for the Next Decade 12 eGuide Supports Strategic Energy Management Structured for all 3 SEM Levels with 5 Core Steps Step 1 - Engage Management Step 2 - Plan for Energy Management Step 3 - Implement Energy Management Step 4- Measure and Check Results Step 5 - Review for Continual Improvement Level 1 Foundational Energy Management Level 1 Foundational Energy Management Level 2 ISO Energy Management Level 2 ISO Energy Management Level 3 SEP Program Level 3 SEP Program

Energy Exchange : Federal Sustainability for the Next Decade 13 eGuide Structure: 5 Core Steps 5 Core Steps Step 1 - Engage Management Step 2 - Plan for Energy Management Step 3 - Implement Energy Management Step 4- Measure and Check Results Step 5 - Review for Continual Improvement Common across all 3 Levels

Energy Exchange : Federal Sustainability for the Next Decade Assigned to each core step are substeps that guide the user through the required tasks that need to be accomplished. 14 eGuide Structure: Substeps Level 1: Foundational Energy Management Level 2: ISO Energy Management Level 3: SEP Energy Management 5 Core Steps 24 Substeps 36 Substeps26 Substeps

Energy Exchange : Federal Sustainability for the Next Decade 15 eGuide Structure: Substeps Level 2: ISO Energy Management 36 Substeps  The 5 core steps and 36 substeps are based on the ISO energy management standard 5 Core Steps

Energy Exchange : Federal Sustainability for the Next Decade Each substep is organized into four sections: 16 eGuide Structure: Substep Sections and Tasks 1.Overview: Provides an introduction to the substep 2.How to do it: Contains guidance on the specific tasks that you will need to complete in order to accomplish the substep. Each substep contain a fixed number of tasks.  For example, Level 1, Step 2.2 (Identify Energy Sources and Uses) has three associated tasks: 3.Resources & Examples: Provides links to resources including spreadsheets, guidance documents, templates to fill out, or weblinks to helpful websites with additional information.  e.g., relevant ENERGY STAR resources are shown in each substep 4.Next Level: Takes you to the same substep in the next level

Energy Exchange : Federal Sustainability for the Next Decade eGuide Step 1: Engage Management 1.1 Learn energy management basics 1.2 Communicate the benefits 1.3 Secure top management commitment 1.4 Appoint energy management lead 1.5 Establish energy team For ISO and SEP only 1.6 Identify Energy Management System (EnMS) scope and boundaries 17 Step 1: Engage Management

Energy Exchange : Federal Sustainability for the Next Decade eGuide Step 2: Plan for Energy Management 2.2 Identify energy uses 2.3 Gather and input energy bills 2.4 Analyze energy 2.5 Determine significant energy uses 2.6 Prioritize opportunities 2.7 Determine metrics 2.8 Establish baseline 2.9 Establish performance objectives and targets 2.10 Select energy opportunities 2.11 Prepare action plans For ISO and SEP only 2.1 Identify and evaluate legal requirements 18 Step 2: Plan for Energy Management

Energy Exchange : Federal Sustainability for the Next Decade eGuide Step 3: Implement Energy Management 3.1 Secure resources 3.2 Execute action plans 3.4 Address training and communication needs 3.5 Establish operational controls For ISO and SEP only 3.3 Manage and control information 3.6 Manage energy considerations in design 3.7 Incorporate energy considerations in procurement 3.8 Define specs for purchasing energy supply 19 Step 3: Implement Energy Management

Energy Exchange : Federal Sustainability for the Next Decade eGuide Step 4: Measure and Check Results 4.1 Measure, monitor and analyze metrics 4.2 Correct deviations in energy performance For ISO and SEP only 4.3 Evaluate compliance with legal requirements 4.4 Plan and conduct internal audit 4.5 Correct and prevent nonconformities 20 Step 4: Measure and Check Results

Energy Exchange : Federal Sustainability for the Next Decade eGuide Step 5: Review for Continual Improvement 5.1 Management review of performance 5.2 Recognize success and communicate results 5.3 Take action to continually improve 21 Step 5: Review for Continual Improvement

Energy Exchange : Federal Sustainability for the Next Decade The eGuide Status Tracker is where you can track your team’s progress as you work through the eGuide steps and tasks 22 eGuide Built to Track your Team’s Progress

Energy Exchange : Federal Sustainability for the Next Decade The eGuide Status Tracker is where you can track your team’s progress as you work through the eGuide steps and tasks 23 eGuide Built to Track your Team’s Progress

Energy Exchange : Federal Sustainability for the Next Decade eGuide is a valuable tool to help you implement an strategic energy management (SEM) program at your organization eGuide is designed to be a resource and source of information and tools at any stage of your SEM program’s development Go to and explore! We are looking for organizations to formally pilot the eGuide with their organizations Contact me if you if you have any eGuide feedback or would like to participate in the pilot 24 Take-Aways

Energy Exchange : Federal Sustainability for the Next Decade 25 eGuide Demonstration (5 min)

Energy Exchange : Federal Sustainability for the Next Decade Columbia, MD ● Washington, DC ● Utica, NY ● Arlington, VA ● Bellingham, WA (follow us on LinkedIn!) Thank you! Any questions? Ridah Sabouni Senior Engineer (PMP, CEM, CMVP)