1. ENERGY STAR Quarterly Trainers Meeting Amatullah R’id and Alexandra Sullivan

2. Agenda September-November 2009 –Office Occupancy Requirement –Multifamily Housing –Portfolio Manager Reports Feature (Phase I) –Federal Sustainability Checklist –Water Baseline Functionality –Renewable Energy Certificates Remaining 2009 –Update eGrid emissions factor file –Portfolio Manager Reports Feature (Phase II) 2010 Plans –Planned Releases

3. September - November 2009

4. Office Occupancy Previous Office Occupancy Requirement –75% or more average occupancy required –Only required when applying for the label Background –Partners requested change because of the economic downturn –EPA performed extensive analysis of the Office model to determine how the model performed at varying levels of occupancy

5. Office Occupancy (cont.) New Office Occupancy Requirement –More than 50% average occupancy required for Offices in order to earn the ENERGY STAR label –If a building averages more than 10% vacancy for the 12-month period of assessment, the user is required to enter the vacant space separately in Portfolio Manager (PM) –If occupancy changes over time, square footage can be reallocated between the vacant and occupied spaces using the “Update” function –If any previously entered data is not consistent with the new occupancy rules, use the “Correct” function

6. Office Occupancy (cont.) Guidance for Entering Vacant space in PM: –Number of Workers = 0 –Weekly Operating hours = 0 –Number of Personal Computers = 0 –Percent Heated = As experienced in the vacant space –Percent Cooled = As experienced in the vacant space ENERGY STAR C&I Website Updates –Professional Engineer Guide updated to include new 50% Office occupancy requirement –3 New FAQs and 3 Updated FAQs in PM Help –Office Space Use definition updated to link to vacancy FAQ

7. Office Occupancy (cont.) FAQs –New FAQs Is my office building required to achieve a minimum level of occupancy in order to earn the ENERGY STAR? How do I determine Weekly Operating Hours for my multi- tenant building? How do I account for my office building’s vacant space in Portfolio Manager? –Updated FAQs Can I apply to earn the ENERGY STAR plaque for an office building that isn't 100% occupied? What would you use for occupancy level if it fluctuates? Where can we find a cheat sheet for estimating data?

8. Multifamily Housing Commercial Real Estate Partners and users wanted clarification on the optional characteristics language for Multifamily Housing EPA revised the language for optional characteristics to better capture the original intent of the questions and provide useful information Unchanged Operating Characteristics –Required Gross Floor Area (Required) –Optional Percent of the gross floor area that is heated Percent of the gross floor area that is cooled Indicate whether the facility is Affordable Housing (subsidized housing regulated by national, state, or local government), or Market Rate Housing –Please Note: Multifamily Housing is still is unable to obtain an EPA energy performance rating

9. Multifamily Housing (cont.) PreviousUpdated How many occupied or unoccupied apartment units does this building have? Total number of occupied and unoccupied apartment units in the building Number of bedrooms that are located in each individual apartment unit Total number of bedrooms in the building Number of FloorsMaximum number of floors Percentage of square footage that is devoted to occupied or unoccupied apartment units Percent of gross floor area that is common space only Number of laundry hookups located in individual apartment units Total number of laundry hookups located in all individual apartment units (not including laundry hookups located in common areas) Number of dishwashers located in individual apartment units Total number of dishwashers in the building

10. Portfolio Manager Reports: Phase I Purpose: Allows you to easily display data, generate reports and graph information about your facilities and their performance Users can create eight different reports for any building in their portfolio or shared with other organizations and export these reports into four file types (xls, pdf, csv, xml) Quick Reference Guide is available for first-time users One complete year of data is required for most metrics that calculate based on annual measures (e.g. change from baseline metrics) –If you have only one complete month of data, you will see N/A for metrics that require one year of data Reports can be displayed in a tabular or graphical format

11. Portfolio Manager Reports: Phase I (cont.)

12. Access the Quick Reference Guide Select one of the 8 types of reports from the “Generate a Report” page Portfolio Manager Reports: Phase I (cont.)

13. Let’s Go to Portfolio Manager….

14. Federal Sustainability Checklist Purpose: In response to Executive Order 13423, the Interagency Sustainability Working Group (EPA, FEMP, GSA) developed technical guidance to assist agencies in meeting both the goals and statutory requirements New functionality for federal government buildings in PM: –User required to state if their facility is owned, operated or leased by the Federal government –Must enter the agency name and the federal real property ID along with basic building and organization information

15. Federal Sustainability Checklist (cont.)

16. Users must select a sustainability path –Guiding Principles for Sustainable Existing Buildings –Third-Party Green Building Certification –Both Users can assess their federal building stock using the following principles and functionality: 1.Employ integrated design 2.Optimize energy performance 3.Conserve water 4.Enhance indoor environmental quality 5.Reduce environmental impact of materials Contact Katy Hatcher: hatcher.caterina@epa.govhatcher.caterina@epa.gov

17. Water Baseline Previously users could not track their water consumption relative to a baseline Outcome of the Sustainability Checklist, but useful for all PM users Users can now select their baselines or have PM set the baseline to the earliest period in which they had 12-months of water consumption Includes new change metrics for water which were not previously tracked for PM users Users are not able to set their baselines for water treatment facilities

18. Renewable Energy Certificates Many questions about the Renewable Energy Certificate (REC) functionality in PM since the August 31 st, 2009 release: –How to enter RECs that are purchased on an annual basis? –What to do when a user has a mix of renewable fuels? –What to enter for the Generation Facility ID or name when the user does not know the ID or name? EPA will update the REC module in PM and is planning to release updated functionality in 2010. EPA is evaluating how to make the inputs more flexible for users with different resource mixes and generation periods

19. Renewable Energy Certificates (cont.) –REC Timeframe Issue: Period of generation may not be quarterly Interim Solution: Users should divide annual REC MWh/kWh into quarterly periods and enter that amount into PM as four separate RECs –Renewable Fuel Type Issue: Some RECs include multiple renewable fuel types and the PM functionality only allows them to enter one fuel type Interim Solution: Users should divide the quarterly REC amount and apportion it to each fuel type and enter them into PM as separate RECs –Generation Facility ID/Name Issue: Users do not know their Generation Facility Name or ID # Interim Solution: Users should contact their utility or third-party provider in order to obtain this information

20. Remaining 2009

21. November Release –Update the eGrid emissions factor file December Release –Portfolio Manager Reports Feature (Phase II) Allows users to create Customized Report templates from the PM metrics Enables users to share their customized report with other users via a URL and customized instructional text Can be used for utility energy efficiency programs or other mandated program for improved energy efficiency at the state and local level Users can edit templates shared with them and upload and share data

22. 2010 Plans

23. New Major Release dates –April and October Monthly O&M release dates will not change Tentative 2010 Release Plans –April Release Data Center Model Additional Renewable Fuels (tentative) –October Release Senior Care Model

24. 2010 Plans: April Release Data Center Model Release –EPA performed extensive analysis of a sample of data centers nationally –Currently in process of developing and selecting the final rating model –Model will be released in April 2010 Additional Renewable Fuels Updated into PM (tentative) –EPA currently investigating additional on-site renewable fuels to add to PM in April 2010

25. Senior Care Model Release (Planned) –EPA in process of working with National Senior Care associations to administer a national survey –This effort will be finalized in early 2010 –Data analysis will begin in early 2010 –Targeted Release date -- October 2010 Additional elements for 2010 still under consideration 2010 Plans: October Release

26. Questions? buildings@energystar.gov buildings@energystar.gov