1. J.B. Speed School of Engineering University of Louisville KEEPS Energy Management Toolkit Step 2: Assess Performance & Opportunities Toolkit 2A: KEEPS School Assessment Overview KEEPS Energy Management Toolkit Step 2: Assess Performance & Opportunities Toolkit 2B: Utility Bill Analysis Kentucky Energy Efficiency Program for Schools KEEPS Energy Management Toolkit Step 2 Assess Performance & Opportunities Toolkit 2 B Utility Bill Analysis

2. KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Energy Management Toolkit Toolkit 2B: Utility Bill Analysis 2 KEEPS Energy Management Toolkit Toolkit 2 B Utility Bill Analysis

3. KPPC Kentucky’s Resource Center for Environmental Sustainability 3 7-Step Energy Management Process 1.Make the Commitment 2.Assess Performance and Opportunities 3.Set Performance Goals 4.Create an Action Plan 5.Implement the Action Plan 6.Evaluate Progress 7.Recognize Achievements

4. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Bill Analysis Overview Introduction Preparation Step-by-step Instructions 4

5. KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Utility Bill Analysis Tool Free Accepts data from KEEPS Utility Tracking Tool (KEEPS Toolkit 2 B 1) Provides numerical and graphical summary of energy use and cost Compares rates Identifies load factor Sizes capacitor for power factor correction 5

6. KPPC Kentucky’s Resource Center for Environmental Sustainability Getting Ready 1.Collect 12 months of bills 2.Organize chronologically 3.Get copies of applicable rate schedules 4.Open and enable the KEEPS Utility Bill Analysis Tool 5.Review INSTRUCTIONS tab 6

7. KPPC Kentucky’s Resource Center for Environmental Sustainability Enabling Macros 7

8. KPPC Kentucky’s Resource Center for Environmental Sustainability Security Options 8

9. KPPC Kentucky’s Resource Center for Environmental Sustainability Input and Output data fields 9

10. KPPC Kentucky’s Resource Center for Environmental Sustainability Name Document 10

11. KPPC Kentucky’s Resource Center for Environmental Sustainability Select Utility Service Provider 11

12. KPPC Kentucky’s Resource Center for Environmental Sustainability Example: KU as Service Provider 12

13. KPPC Kentucky’s Resource Center for Environmental Sustainability Electrical and Gas Metering 13

14. KPPC Kentucky’s Resource Center for Environmental Sustainability Meter Tabs 14

15. KPPC Kentucky’s Resource Center for Environmental Sustainability Power Factor 15

16. KPPC Kentucky’s Resource Center for Environmental Sustainability Power Factor on Utility Bill 16

17. KPPC Kentucky’s Resource Center for Environmental Sustainability Actual and Billed Current Charges 17

18. KPPC Kentucky’s Resource Center for Environmental Sustainability Power Factor Tab 18

19. KPPC Kentucky’s Resource Center for Environmental Sustainability Square Footage and Student Population 19

20. KPPC Kentucky’s Resource Center for Environmental Sustainability Heating and Cooling Degree Days 20

21. KPPC Kentucky’s Resource Center for Environmental Sustainability Start and End Dates 21

22. KPPC Kentucky’s Resource Center for Environmental Sustainability HDD and CDD Results 22

23. KPPC Kentucky’s Resource Center for Environmental Sustainability HDD and CDD Totals 23

24. KPPC Kentucky’s Resource Center for Environmental Sustainability Importing Data 24

25. KPPC Kentucky’s Resource Center for Environmental Sustainability Date from the Utility Tracking Spreadsheet 25

26. KPPC Kentucky’s Resource Center for Environmental Sustainability Select Data to be Imported 26

27. KPPC Kentucky’s Resource Center for Environmental Sustainability Paste Data 27

28. KPPC Kentucky’s Resource Center for Environmental Sustainability Enter Data Option 28

29. KPPC Kentucky’s Resource Center for Environmental Sustainability Rename Meters 29

30. KPPC Kentucky’s Resource Center for Environmental Sustainability Input Data for Each Meter 30

31. KPPC Kentucky’s Resource Center for Environmental Sustainability Enter Meter Data 31

32. KPPC Kentucky’s Resource Center for Environmental Sustainability Select Utility Company Field 32

33. KPPC Kentucky’s Resource Center for Environmental Sustainability Select the Utility Company 33

34. KPPC Kentucky’s Resource Center for Environmental Sustainability Select Rate Code Field 34

35. KPPC Kentucky’s Resource Center for Environmental Sustainability Select Rate; Enter Data 35

36. KPPC Kentucky’s Resource Center for Environmental Sustainability Complete the Table 36

37. KPPC Kentucky’s Resource Center for Environmental Sustainability Data Imported 37

38. KPPC Kentucky’s Resource Center for Environmental Sustainability See Line Six 38

39. KPPC Kentucky’s Resource Center for Environmental Sustainability Line Six: Account Information 39

40. KPPC Kentucky’s Resource Center for Environmental Sustainability Usage and Demand Data Contracted Demand (KW) 40

41. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Cost Data 41

42. KPPC Kentucky’s Resource Center for Environmental Sustainability Other Charges 42

43. KPPC Kentucky’s Resource Center for Environmental Sustainability Unmetered Charges 43

44. KPPC Kentucky’s Resource Center for Environmental Sustainability Taxes and Fees 44

45. KPPC Kentucky’s Resource Center for Environmental Sustainability Charges Billed 45

46. KPPC Kentucky’s Resource Center for Environmental Sustainability Close to Zero 46

47. KPPC Kentucky’s Resource Center for Environmental Sustainability Note Error 47

48. KPPC Kentucky’s Resource Center for Environmental Sustainability Re-evaluate Data 48

49. KPPC Kentucky’s Resource Center for Environmental Sustainability Identifying the Error 49

50. KPPC Kentucky’s Resource Center for Environmental Sustainability At the Bottom of the Spreadsheet 50

51. KPPC Kentucky’s Resource Center for Environmental Sustainability Figures Match 51

52. KPPC Kentucky’s Resource Center for Environmental Sustainability Enter Billed Data 52

53. KPPC Kentucky’s Resource Center for Environmental Sustainability Gas Tab 53

54. KPPC Kentucky’s Resource Center for Environmental Sustainability Power Factor Charge 54

55. KPPC Kentucky’s Resource Center for Environmental Sustainability Power Factor Tab 55

56. KPPC Kentucky’s Resource Center for Environmental Sustainability Actual Power Factor Applied 56

57. KPPC Kentucky’s Resource Center for Environmental Sustainability Corrected Power Factor 57

58. KPPC Kentucky’s Resource Center for Environmental Sustainability Estimated Simple Payback 58

59. KPPC Kentucky’s Resource Center for Environmental Sustainability Access Utility Summary Tab 59

60. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Summary Tab - Top 60

61. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Summary Tab - Bottom 61

62. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Summary Tab – Cost Categories 62

63. KPPC Kentucky’s Resource Center for Environmental Sustainability Utility Summary Tab – Unit and Effective Costs 63

64. KPPC Kentucky’s Resource Center for Environmental Sustainability Profile Tab 64

65. KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Use with Climate Superimposed 65

66. KPPC Kentucky’s Resource Center for Environmental Sustainability Output– Energy Cost with Climate Data 66

67. KPPC Kentucky’s Resource Center for Environmental Sustainability Output– Energy Cost Profile 67

68. KPPC Kentucky’s Resource Center for Environmental Sustainability Output– Electric Cost Breakdown 68

69. KPPC Kentucky’s Resource Center for Environmental Sustainability Output– Electric Cost Breakdown-Credits 69

70. KPPC Kentucky’s Resource Center for Environmental Sustainability Companies with Rate Comparison 70

71. KPPC Kentucky’s Resource Center for Environmental Sustainability Rate Comparison Table 71

72. KPPC Kentucky’s Resource Center for Environmental Sustainability Monthly Use and Demand 72

73. KPPC Kentucky’s Resource Center for Environmental Sustainability Projected Costs 73

74. KPPC Kentucky’s Resource Center for Environmental Sustainability Potential Rate Alternative & Savings 74

75. KPPC Kentucky’s Resource Center for Environmental Sustainability Rate Change Recommended 75

76. KPPC Kentucky’s Resource Center for Environmental Sustainability Consider Rate Change Before Final Decision 76

77. KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Utility Bill Analysis Tool Summary 1.Gather bills and necessary information to prepare for analysis. 2.Introduce general information about the accounts in question in order to uncover hidden tabs to be used. 3.Enter necessary billing periods to correlate climate data with usage. 4.Import and enter data into the different Meter tabs and Power Factor tab if needed. 5.Analyze output data from Power Factor tab. 77

78. KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Utility Bill Analysis Tool Summary 6.Analyze data from the Utilities Summary tab. 7.Under the Profile tab, analyze and point out observations regarding the output graphs. Establish a baseline. 8.If available, use the Utility Rate Analysis Output tab to find possible rate changes. After report has been made, follow up with an on-site assessment. 78

79. J.B. Speed School of Engineering University of Louisville End of Presentation (502) 852-0965 www.kppc.org/KEEPS Kentucky Energy Efficiency Program for Schools KEEPS is funded by the American Recovery and Reinvestment Act through the combined efforts of the Kentucky Department for Energy Development and Independence, the U.S. Department of Energy and KPPC.