1. Introduction to Commercial Building Energy Efficiency through EPA’s ENERGY STAR program Week 4: Benchmarking Buildings and Prioritizing Improvements within a Portfolio of Buildings

2. Outline Class Objectives ENERGY STAR for Commercial Buildings— Benchmarking Buildings and Prioritizing Improvements within a Portfolio of Buildings –ENERGY STAR Energy Management Tools –Benchmarking with Portfolio Manager –Live Demonstration –Benchmarking a Portfolio of Buildings –Building Upgrade Manual –Getting Started on Your Commercial Project Building

3. Class Objectives After today’s lecture, you will be able to: Benchmark the energy use of a building using monthly energy bills and other required building data Analyze and explain the benchmarking results to others in the class (and possibly the building owner/manager) using data from Portfolio Manager Generate a Statement of Energy Performance and a Data Checklist from Portfolio Manager for a building and review the data to confirm its accuracy Explain how to identify priority projects with a portfolio of buildings

4. ENERGY STAR Energy Management Tools

5. ENERGY STAR Resources http://www.energystar.gov/buildings Guidelines for Energy Management STEP 1: Commit to Continuous Improvement STEP 2: Assess Performance STEP 3: Set Goals STEP 4: Create Action Plan STEP 5: Implement Action Plan STEP 6: Evaluate Progress STEP 7: Recognize Achievements

6. ENERGY STAR Resources Building Upgrade Manual Plan and implement profitable energy saving building upgrades utilizing five stages: –Retrocommissioning –Lighting upgrade –Load reductions –Air distribution systems upgrade –HVAC upgrade Cash Flow Opportunity (CFO) Calculator Helps answer three critical questions about efficiency projects: –How much new energy efficiency equipment can be purchased from the anticipated savings? –Should this equipment purchase be financed now or is it better to wait and use cash from a future budget? –Is money being lost by waiting for a lower interest rate?

7. Benchmarking with Portfolio Manager

8. Benchmarking Benchmarking through ENERGY STAR allows you to: –Compare one building against a national sample of similar buildings –Compare all of your buildings of a similar type to each other –Set priorities for use of limited staff time and/or investment capital

9. Portfolio Manager Benchmark the energy use of all buildings –receive an energy use intensity (EUI). Many buildings, including office buildings can receive energy performance ratings on a 1-100 scale. Track changes in energy and water use over time in single buildings, groups of buildings, or entire portfolios. Track and report cost savings and CO 2 emissions. Apply for the ENERGY STAR. www.energystar.gov/benchmark Benchmarking

10. Medical Offices Office Buildings HospitalsWarehousesDormitoriesSupermarketsCourthouses K-12 Schools Bank/Financial Institutions Hotels Wastewater Treatment Plants Retail Stores ENERGY STAR Score Eligible Building Types Houses of Worship Data Centers

11. Examples of Non-Ratable Space Types Police Stations Fire Stations Assisted Living Facilities Convention Centers Laboratories Libraries Malls Movie Theatres Restaurants Stadiums and Arenas

12. Portfolio Manager Four Simple Steps 1. Create/edit a Portfolio Manager account 2. Add/edit a property 3. Add/edit a space 4. Add/edit energy meters

13. Required Information for Benchmarking in Portfolio Manager Building Identifiers –Name, street address, zip code for weather normalization Space Type Data (office example) –Square footage, hours of operation, Number of workers on main shift, # of PC’s, Percent of gross floor area that is air conditioned, heated Energy Use –Bldg specific invoice information from all purchased energy. Begin with at least 11 consecutive months for each source and update with monthly usage data.

14. Energy Use: How to Read a Utility Bill

15. Assess Performance for Smart Energy Management Verify gains from upgrade efforts Require specific rating gains from service providers in select building types such as office or warehouse Establish Baseline Set Goals Track & Measure Overtime

16. Identify Best Opportunities for Energy Efficiency Improvements Identify under-performing buildings to target for energy efficiency improvements Establish baselines to set goals and measure progress

17. Track Progress Over Time Set a custom baseline and monitor energy efficiency improvements before, during, and after an upgrade project View percent improvement in weather-normalized energy use intensity Track reductions in greenhouse gas emissions Monitor energy and water costs

18. Document Savings Results Provide transparency and accountability to help demonstrate strategic use of capital improvement funding Quickly and accurately demonstrate savings for an individual building or entire portfolio: –Energy use –GHG emissions –Water use –Energy costs Download performance metrics from Portfolio Manager into Excel Generate a Statement of Energy Performance (SEP) for each building, summarizing important performance indicators, including energy intensity and CO 2 emissions Generate an Energy Performance Report showing reductions in key indicators over a user-specified time period Visit www.energystar.gov/benchmark to get startedwww.energystar.gov/benchmark

19. Live Demonstration

20. Benchmarking a Sample Commercial Building using Portfolio Manager  https://www.energystar.gov/benchmark/ https://www.energystar.gov/benchmark/ Live Demo

21. Access Portfolio Manager Web Page (1)Click BUILDINGS & PLANTS on the ENERGY STAR home page. (2)Click the Portfolio Manager link to login or create a new account (3)Click Portfolio Manager to read more about the rating system. (2) (3) (1)

22. Creating an Account

24. Adding a Property

26. Add/Edit a Space Adding a Space

29. Adding Energy Meters

30. Entering Energy Use

31. Example

32. Statement of Energy Performance Objective: The SEP can be generated for purposes other than applying for the ENERGY STAR LEED-EB certification process Real estate transactions Maintaining a Facility Summary Report Process: User selects time period of performance Tool generates summary with energy use, cost, and emissions figures

33. Generating an SEP

36. Building Information Energy Performance Verification of Indoor Air Quality

37. Benchmarking a Portfolio of Buildings

38. (1) Click the Import Facility Data link, and on the next screen, right click on the desired template link. Select “Save Target As,” and follow the instructions. Downloading Import Templates (1)

39. Be sure to populate the User, Facilities, Primary Space, and Energy Use tabs with the required data. Additional tabs are included for instructions and secondary space types (if any). NOTE: The following is an example of how to use the import template. While this example shows you how to import data for an office space (general or courthouse) into the Portfolio Manager, the process is similar for other space types. Use the Facilities, Space, Energy Use, and Water Use tabs to fill in the required data. For additional space types, fill in fields for Parking Space, Data Center Space, and Swimming Pool (if available). In the User tab, enter your login name, indicate user contact information, and respond to optional questions for EPA tracking purposes. Read the Instructions and Import Tips tabs for information on the import process and data requirements. Import Template Overview To import the data into Portfolio Manager, e-mail the completed template to buildings@energystar.gov

40. Populate data fields with basic facility information (Facilities tab) Space Use information (Office Space tab) Populating and Importing Data from Import Template

41. Energy Use data needed in Portfolio Manager (Energy Use tab) Populating and Importing Data from Import Template

42. How to Access Portfolio Manager Single Building Manual Entry Enter building and energy consumption information into Portfolio Manager. Bulk Data Upload Upload large sets of building data in Portfolio Manager using an Excel template. Automated Benchmarking Services Use Service and Product Provider to have the rating automatically integrated into your energy information and bill handling system Utility-based Automated Benchmarking Option 1: Provide utility data Option 2: Provide automated benchmarking services

43. ENERGY PERFORMANCE RATING Facilities in this range may reap significant savings from concentration on simple, low-cost measures, such as improved operations and maintenance practices. Equipment upgrades could yield additional savings. MAINTAIN INVEST These top performing facilities offer examples of best practices as well as opportunities to gain recognition. Continue to improve and maintain superior performance by focusing on operations and maintenance. Facilities in this range offer the greatest opportunity for financial and environmental improvement. Investing in new equipment and enhancing operational practices may have the greatest impact on your bottom line. 10075501 ADJUST Once an energy performance baseline rating is established, the next steps are to set improvement goals and create an action plan. The guide below can help you interpret the ratings and determine appropriate next steps. Rating Interpretation

44. Building Upgrade Manual

45. Assists organizations in planning and implementing profitable upgrades –Outlines process for developing comprehensive energy-management strategy and integrated approach to upgrading existing buildings

46. Contents Managing and Planning Upgrade Projects –Chapter 1: Introduction –Chapter 2: Benchmarking –Chapter 3: Investment Analysis –Chapter 4: Financing 5-Staged Approach to Upgrade Projects –Chapter 5: Retrocommissioning –Chapter 6: Lighting –Chapter 7: Supplemental Loads –Chapter 8: Air Distribution Systems –Chapter 9: Heating and Cooling Unique Facility Types –Chapter 10: K-12 Schools –Chapter 11: Supermarkets and Grocery Stores –Chapter 12: Hotels and Motels –Chapter 13: Retail Stores

47. Managing Upgrade Project Strategies that contribute to the success of any major business undertaking should be applied to building upgrades –Benchmarking (Portfolio Manager) –Investment Analysis –Financing

48. Building Upgrade Manual Includes a five-stage approach that increases financial and environmental benefits realized 1.Retrocommissioning 2.Lighting Upgrade 3.Supplemental Load Reductions 4.Air Distribution Systems Upgrade 5.HVAC Upgrade

49. Building Upgrade Manual

50. Retrocommissioning Calibrate building controls Adjust operating schedules Check steam traps Clean heat exchanger tubes in condenser, evaporator, and boiler Check filters, dampers, coils, and balance of HVAC system

51. Lighting Maximizing daylight Quantity and quality of illumination T8s and electronic ballasts CFLs Partial output ballasts ENERGY STAR qualified light emitting diode (LED) exit signs Exterior lighting –High-pressure sodium (HPS) –Low-pressure sodium (LPS) –Metal halide (MH) Controls –Occupancy sensors –Dimming –Daylight dimming/switching –High-intensity discharge (HID) bi-level switching Courtesy: E SOURCE Lighting Technology Atlas (2005)

52. Supplemental Load Reductions Courtesy: E SOURCE; adopted from EPA Envelope improvements –Wall and roof Insulation –Window upgrades –Infiltration control –Roof upgrades Purchase ENERGY STAR qualified products

53. Air Distribution Systems Right-size fan system Use variable-speed drives Consider improved controls Use energy-efficient motors and belts Maintain and clean filters properly

54. Heating And Cooling (H&C) Upgrades Measure H&C loads Right size H&C systems Evaluate chiller upgrades /replacements Use high-efficiency components Purchase ENERGY STAR qualified ACs, ground-source closed-loop heat pumps Courtesy: E SOURCE; Adopted from EPA

55. Getting Started on Your Commercial Project Building

56. Animated Portfolio Manager Training Portfolio Manager Quick Reference Guide Portfolio Manager Data Collection Sheet Benchmarking Starter Kit

57. Animated Portfolio Manager Training http://www.energystar.gov/ia/business/benchmarking_training/benchmarking.html

58. Student Project Overview

59. Student Project Tour a building with a professional to learn 1 st hand how to identify energy efficiency opportunities; Identify and seek permission to benchmark a building in the community; Gather energy bill data and building attributes needed to benchmark; Schedule a visit to the building to walk through the building to confirm building attributes visually and gain a thorough understanding about how the building is operating; Discuss findings in class and brainstorm solutions to cost-effectively increase energy efficiency; Research and refine energy efficiency opportunities; Write a brief report using the benchmarking results, information learned from visiting the building, and researched solutions; and Present the reported recommendations to the class using a visual presentation medium such as a slide or video presentation.

60. Review

61. Review Questions 1.Set up a Portfolio Manager account. 2.Using sample office building data, add an office building into your Portfolio Manager account. Name your demonstration building using your own last name (ex. Smith Building) 3.Share your building with professor's Portfolio Manager account (Professor's PM acct user name is: [insert user name]) 4.Generate a Statement of Energy Performance and Data checklist. Hand in to your professor.

62. Up Next: Week 5 Determining Financial Value and Funding Methods for Building Energy Efficiency Improvements –Making the Financial Case –Investment Analysis –Cash Flow Opportunity Calculator –Building Upgrade Value Calculator