energy star’s portfolio manager tool and benchmarking in ca (ab 1103)
DESCRIPTION
This beginning level seminar is designed for non-residential building owners/managers/consultants and real estate professionals who want to track and understand their building’s energy usage using a free online tool called ENERGY STAR Portfolio Manager. Learn how the Environmental Protection Agency (EPA) benchmarking tool can guide investment priorities, identify under-performing buildings, verify energy-efficiency improvements, and how buildings can receive EPA recognition for superior energy performance. Portfolio Manager can also be used to comply with the California State law that requires disclosure of a building’s energy benchmarking score at the time of sale, lease, or refinancing.Alice Liddell is a Senior Associate with ICF International. Ms. Liddell has twelve years of experience in energy efficiency as well as energy and environmental policy. Ms. Liddell provides support to utilities throughout the west for many EPA ENERGY STAR® programs, including lighting, commercial food service, consumer electronics, and the commercial and industrial building sector programs. In addition, Alice provides training for EPA’s ENERGY STAR Portfolio Manager benchmarking tool.TRANSCRIPT
Benchmarking with EPA’s ENERGY STAR®
Portfolio Manager
Statewide Training
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AGENDA• Overview of Benchmarking and EPA’s Portfolio
Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR
Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources
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What is Benchmarking?
Benchmarking provides…
• A method to compare the energy use of similar buildings over a given period of time.
• The ability to conduct an “apple to apple” comparison using data to assess a building’s relative energy performance in comparison to the energy intensity of other known buildings.
4 4
EPA’s Benchmarking ToolThe US Environmental Protection Agency (EPA’s) ENERGY STAR®
Portfolio Manager:
• Is a free secure online energy management and tracking tool to help commercial buildings benchmark their energy usage
• Allows tracking and assessment of energy and water consumption of a single building or across an entire portfolio of buildings
• Can help a building owner or manager set investment priorities, identify under-performing buildings, verify efficiency improvements, and receive EPA recognition for superior energy performance
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Portfolio Manager Provides:For All Buildings:• A weather normalized and non-weather normalized Energy Use
Intensity (EUI) values (kbtu/square foot) and annual energy consumption (kbtu)
• Direct, indirect and total greenhouse gas emissions• Ability to track financial performance information• Tools to set baselines & goals for % improvements over time• Reports and graphs to assess trends• Data for compliance and participation with a variety of emerging
state, local, and federal regulations and voluntary programs For Eligible Buildings (As Defined By Portfolio Manager):• Eligible building types can also receive an ENERGY STAR energy
performance rating of 1-100
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Medical Offices Office Buildings
Hospitals
Warehouses
Dormitories
Supermarkets
Courthouses
K-12 Schools
Bank/FinancialInstitutions
Hotels
Wastewater Treatment Plants
Retail Stores
Building Types Eligible for 1-100 Score
Houses of Worship
Data Centers
Senior Care Facilities
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Valuable for ALL Commercial Buildings
• Track water use, energy intensity, and emissions
• Compare to national average energy intensity for the building type such as: • Police Stations• Fire Stations• Libraries
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Official Report from Portfolio Manager: Statement of Energy Performance
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Benefits of Benchmarking
• Identify and prioritize energy efficient opportunities
• Verify and monitor pre- and post-project energy use through changes in operations/equipment
• Track GHG emissions, and energy costs • Identify under-performing facilities• Assess effectiveness of current operations,
policies and practices• Assist in planning: set goals, targets, and
timelines• Compare your building’s energy use to similar
building types
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AGENDA• Overview of Benchmarking and EPA’s Portfolio
Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR
Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources
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AB 1103 – Nonresidential Building Benchmarking Law• October 2007: Governor signed AB 1103 into law • Phase One of AB 1103
– January 1, 2009: Utilities must provide consumption data upon request from customer
• Phase Two of AB 1103 – January 1, 2011*: Non-residential building owners are
required to disclose the U.S. EPA ENERGY STAR®
Portfolio Manager Statement of Energy Performance and other documents created in Portfolio Manager of the property for the sale, lease, or refinancing of an entire building.
*Implementation of AB 1103 has been delayed from January 2011 to July 1, 2012
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Draft AB 1103 Implementation Schedule
• Draft AB 1103 schedule for disclosure of benchmarking data during sale, lease, or re-finance of an entire non-residential building
– July 1, 2012: Buildings > 50,000 square feet– January 1, 2013: Buildings > 10,000 sq ft – July 1 , 2013: Buildings >5,000 sq ft
California Energy Commission Revised Draft Regulations: Nonresidential Building Energy Use Disclosure Program
Draft Regulations: Title 20, Division 2, Chapter 4, Article 9, Sections 1680 – 1685CEC-400-2010-004-SD2 (September 2011 Draft Regulations)
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Draft AB 1103 Definition of Nonresidential Building
• “Nonresidential Building” means a building of an occupancy type A, B, E, I-1, I-2, M, R1, S, and type U parking garages, as defined in the California Building Code, title 24, section 302 et seq. (2007).
Nonresidential building types include but are not limited to:– Offices - Retail and wholesale stores; – Restaurants - Theaters– Schools - Storage facilities – Commercial garages– Factories and other industrial buildings– Churches, and other places of assembly; – Hospitals and other health care facilities;
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FAQ’s on AB 1103• Who is responsible for benchmarking a building?
– The building owner or his/her/its authorized agent• Would a building have to be benchmarked if one tenant in
a multi-tenant building starts a lease?– No, AB1103 only applies to a sale, lease, or
refinancing of the entire building.• How does AB 1103 tie into a new building permit?
– AB 1103 only applies to existing buildings (those buildings with at least 12 months of energy usage records).
• Is AB1103 triggered by the renewal of a lease?– Yes, if the entire building’s lease is being renewed.
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Benchmarking Helps Buildings Meet CA’s Other Legislative Requirements • Governor’s Executive Order & California’s Green Building
Initiative– Mandates 20% improvement in building performance by
2015 based on 2004 baselines for state buildings.• AB32 (The Global Warming Solutions Act)
– Requires greenhouse gas emissions tracking with its greenhouse-tracking tool
• San Francisco Existing Commercial Buildings Energy Performance Ordinance
– Non-residential owners report benchmarking annuallyBenchmarking helps buildings earn the ENERGY STAR
label or meet the requirements for LEED certification
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AGENDA• Overview of Benchmarking and EPA’s Portfolio
Manager• Benchmarking in California• ENERGY STAR Energy Performance Scale and
EPA’s Portfolio Manager• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources
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ENERGY STAR Commercial Buildings Program• ENERGY STAR is a symbol of superior energy performance
– Recognized by over 75% of Americans
• Industry Standard:
– 100,000 buildings measured energy performance
– 12,000 buildings earned the ENERGY STAR across 50 states (10” x 12” bronze plaque)
• Prevent GHG emissions equal to the electricity use of 60 million American homes every year
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Comparative MetricIs 60 MPG high or low for this automobile?
Is 90 kBtu/SF/YR high or low for this building?
Fuel Efficiency: MPG
Energy Performance Score: 1 to 100
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How Does the Energy Performance Scale Work?
Normalizes building variables affecting energy consumption…
Building sizeSpace type
WeatherHours of operation
OccupancyPlug load
…and creates a whole building “mpg” rating
www.energystar.gov/benchmark
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501 10075
National Average
Superior Energy Management!
Percentile of Commercial Building Population in terms of Energy Performance
1-100 Energy Performance Score
FAQ: Do buildings added to the tool affect the 1 to 100 scale?
Performance of buildings added to Portfolio Manager does not change the rating scale. Rating scale is based on a national survey of commercial buildings.
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Use the Rating to Identify Savings Opportunities
1 1007550
InvestTune
Reward & Learn
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Invest & Tune
High scoring buildings provide lessons learned
and label candidates
RCx & O&M improvements yield savings
and label candidates
Best investment opportunities are in lower quartiles -greatest potential for
improvement
Energy Performance Rating
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For Top Performers: ENERGY STAR Label
Create and Submit Building Profile
Submit SEP, Data Checklist & Application
Obtain Verification from P.E. or
Registered Architect
Energy Performance
Score of 75 to 100
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User-Friendly Inputs
All Building Types
• Facility name• Address• Year Built• At least 12
months energy data
• Square feet
K-12 School
• # Walk-in refrigerator freezer units
• # PCs• Open weekends
Y/N• Cooking Y/N • High School Y/N• % Heated• % AC
Office
• # Workers• Op. hrs. • # PCs• % Heated• % AC
Data Center
• IT Energy Configuration
• Annual IT Energy
Additional Information Required for Score
Required for Energy Intensity
Portfolio Manager Data Collection
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Sample Office Building
Space NameSpace Type
FloorArea (sf) Occupants PC's
Op. Hours
% CooledHeated
Data centersComputer
Data Center 30,000 N/A N/A N/A N/A
Overtime air tenants Office 130,000 650 1430 110 > 50%
All remaining tenants Office 240,000 1,000 1,200 65 > 50% Parking(Energy use on house meter)
Parking 100,000 N/A N/A 168 N/A
After Hours HVAC130,000 sf
Parking100,000 sf
Computer Data Centers
30,000 sfBuilding
400,000 sf
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OFFICE BUILDING Data Needed
REQUIRED:• Gross floor area (SF)
• Weekly operating hours
• # of workers on main shift
• # of personal computers
• % of floor area that is air-conditioned (>=50%, <50%, none)
• % of floor area that is heated (>=50%, <50%, none)
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Clarifications re: “Office” Space Type
• Facility spaces used for general office, professional, and administrative purposes
• Total gross floor area includes all supporting functions such as staff kitchens, lobbies, atria, conference rooms, auditoria, staff fitness areas, storage areas, stairways, elevator shafts, etc.
• Must be > 5,000 sq. ft.
• Must have at least 30 hours of operation per week
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Clarifications re: “Office” Space Type (cont’d)
• A building can be made up of multiple space types, ex: office building with retail space on the first floor
– Enter as much of the building sq. footage as possible under a single space entry if operating characteristics are similar
• Separate building into multiple spaces to describe the operations of the facility
– Ex: Tenants with weekly operating hours that are significantly different (i.e., > 10% different)
– Ex: Computer data center (Note: building can’t get a rating if IT estimates are used and >10% sq. ft space)
– Ex: Retail space serving the general public – not just employees (e.g., retail store with exterior entrance)
– Ex: Parking
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Approach to Entering Vacant Space• If vacant space averages more than 10% of the building
floor area over the past 12 months, vacant space must be input in Portfolio Manager as a separate Office space. For the vacant space, use the following operating characteristics:• Weekly Operating Hours = 0
• Workers on Main Shift = 0
• Number of PCs = 0
• Percent Heated and Percent Cooled = Report conditioning as it occurs in the vacant space
NOTE: Space that is leased but unoccupied is also considered to be vacant
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DATA CENTER Data Needed REQUIRED:• Gross Floor Area• IT Energy Configuration (Location of IT Energy Meter--
dropdown menu in Portfolio Manager)• Uninterruptible Power Supply (UPS) supports only IT Equipment
(preferred)• UPS includes non-IT load of 10% or less• UPS includes non-IT load greater than 10%. Non-IT load is sub-
metered. • UPS includes non-IT load of greater than 10%. Non-IT load is
not sub-metered. • Facility has no UPS.• IT Energy is not metered – Apply Estimates (Until June 2012)
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Clarifications re: Data Center• ENERGY STAR score is for spaces specifically designed
and equipped for high density computing (server racks, data storage silos, etc)
– Applicable for free standing data centers and larger buildings with data centers
– Not for computer training classroom and closet with a LAN server– Facilities typically have an Uninterruptible Power Supply (UPS)– Data centers usually have dedicated cooling systems
Optional IT Energy meter types:– Power Distribution Unit (PDU) Output Energy– IT Equipment Input Energy (meters on each piece of equipment)
Energy for all non‐IT equipment use, including HVAC, lighting, and plug loads
Energy into building, from all fuel sources
Building master meter(s)
Uninterruptible Power Supply (UPS)
UPS output meter
Server Racks & Storage Devices
Power Distribution Unit (PDUs)
Data Center
Energy for all non‐IT equipment use, including HVAC, lighting, and plug loads
Energy into building, from all fuel sources
Building master meter(s)
Uninterruptible Power Supply (UPS)
UPS output meter
Server Racks & Storage Devices
Power Distribution Unit (PDUs)
Data Center Non‐IT equipment for the data center, such as cooling systems and lighting.
Sub‐meter
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RETAIL STORE Data NeededREQUIRED:
• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• # of cash registers• # of walk-in refrigeration/freezer units• # of open & closed refrigeration/freezer cases• % of floor area that is cooled (in 10% increments)• % of floor area that is heated (in 10% increments)• Exterior entrance to the public (yes or no)
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Clarifications re: “Retail” Space Type
• Stores of at least 5,000 sq. ft. in gross floor area used to conduct the retail sale of consumer products goods
• Total gross floor area includes all supporting functions –staff kitchens and break rooms, storage areas, administrative areas, elevators, stairwells, atria, etc.
• Stores must be freestanding or located in strip centers
• Stores located in enclosed malls are not eligible with the exception of mall anchors
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Clarifications re: “Retail” Space Type (cont’d)
CAN BE CLASSIFIED AS “RETAIL” SPACE TYPE• Department Store• Discount Store• Supercenter• Warehouse Club• Drug Store
• Dollar Store• Home Center/Hardware• Apparel/Hard Line Specialty
(e.g. books, clothing, office products, toys, home goods, electronics)
CANNOT BE CLASSIFED AS “RETAIL” SPACE TYPE• Supermarket (Eligible for
“Supermarket” classification)• Convenience stores
• Automobile dealerships• Restaurants
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Clarifications re: “Retail” Space Type (cont’d)
• In order for “Retail” space to be eligible for 1-100 score:– Must have exterior entrance for the public – Stores within strip centers are eligible if separately
metered and over 5,000 sq ft– Parking space included if parking lot lighting is on the same
meter• AB 1103 Draft Regulations
– Applies only to entire buildings with a single owner– Malls and strip centers are not eligible for 1-100 score
as entire buildings so they would just disclose weather normalized EUI
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BANKING/FINANCIAL Data Needed
REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• % of floor area that is air-conditioned (>=50%, <50%,
none)• % of floor area that is heated (>=50%, <50%, none)
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COURTHOUSE Data Needed
REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• % of floor area that is air-conditioned
(>=50%, <50%, none)• % of floor area that is heated
(>=50%, <50%, none)
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HOSPITAL Data Needed(Acute Care and Children’s)
REQUIRED:
• Gross floor area (> 20,000 SF)• # of licensed beds• Maximum # of floors• Tertiary care facility (yes or no)
OPTIONAL:
• Laboratory on-site (yes or no)• Laundry facilities on-site (yes
or no)• Number of buildings• Ownership status (drop-down
menu of options)
See also: http://www.energystar.gov/ia/business/healthcare/Healthcare_Space_Classification_Guide2.pdf
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HOTEL Data Needed
REQUIRED:
• Gross floor area (SF) • # of rooms• # of workers on main shift• # of commercial refrigeration/freezer units• On-site cooking – yes or no• % of floor area cooled
(10% increments)• % of floor area heated
(10% increments)
OPTIONAL:
• Guest on-site hours per day• # of guest meals served• SF of full-service spas• SF of gym/fitness center• Annual quantity of laundry processed on-site• Laundry processed at site (drop-down menu of options)• % of average occupancy
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SENIOR CARE Data Needed
REQUIRED:
• Gross floor area (SF)• Total Number of Units• Average Number of
Residents• Total Resident Capacity• Workers on Main Shift• Number of PCs owned by
the community (does not include PCs owned by residents)
REQUIRED (Continued):• Number of Commercial
Refrigeration/Freezer Units• Number of Commercial Washing
Machines• Number of Residential Washing
Machines• Number of Residential Electronic
Lift Systems• Percent of the Gross Floor Area
that is Heated• Percent of the Gross Floor Area
that is Cooled
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MEDICAL OFFICE Data Needed
REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• % of floor area that is cooled in
10% increments(10%, 20%, 30%, etc.)
• % of floor area that is heated in 10% increments(10%, 20%, 30%, etc.)
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SUPERMARKET / GROCERY Data Needed
REQUIRED:
• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• On-site cooking (yes or no)• # of walk-in
refrigeration/freezer units• % of floor area that is
cooled (in 10% increments)• % of floor area that is
heated (in 10% increments)
OPTIONAL:
• # of open or closed refrigeration/freezer cases
• # of registers and/or personal computers
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DORMITORY Data Needed
REQUIRED:
• Gross floor area (SF)• % of floor area cooled
(10% increments)• % of floor area heated
(10% increments)
OPTIONAL:
• Computer lab on-site (yes or no)
• Dining Hall on-site (yes or no)
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HOUSE OF WORSHIP Data Needed
REQUIRED:
• Gross floor area (SF)• Maximum seating capacity• Weekdays of operation• Hours of operation per week• # of personal computers• Presence of cooking facilities
(yes or no)• # of commercial
refrigeration/freezer units
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K-12 SCHOOL Data NeededREQUIRED:
• Gross floor area (SF)• # of personal computers• # of walk-in
refrigeration/freezer units• High school (yes or no)• Open weekends (yes or no)• On-site cooking (yes or no)• % of floor area that is
cooled (in 10% increments)• % of floor area that is
heated (in 10% increments)
OPTIONAL:
• Months of use• School District
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WAREHOUSE (Non-Refrigerated) Data Needed
REQUIRED:• Zip Code• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of walk-in
refrigerators/freezer units• % of floor area that is cooled
(in 10% increments)• % of floor area that is heated
(in 10% increments)
OPTIONAL:• Distribution center (yes or no)
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WAREHOUSE (Refrigerated) Data Needed
REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift
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WASTE WATER TREATMENT PLANT Data Needed
REQUIRED:• Average influent flow (mgd)• Average influent biological
oxygen demand (BOD5)• Average effluent biological
oxygen demand (BOD5)• Plant design flow rate (mgd)• Presence of fixed film trickle
filtration process (yes or no)• Presence of nutrient removal
process (yes or no)
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PARKING (not its own space type)
REQUIRED:• Gross floor area that is enclosed (SF)• Gross floor area that is not enclosed with a roof (SF)• Gross floor area that is open (SF)• Weekly hours of access
NOTE: • The combined floor area of all enclosed and non-enclosed parking structures cannot
exceed the total gross floor area of the building
• If energy consumption from parking area is tracked on the main building meter it has to be included in the energy consumption of the building.
• If parking area energy is being separately metered, do not account for energy consumption or parking square footage when benchmarking a building
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SWIMMING POOL (not its own space type)
REQUIRED:• Swimming pool size
• Olympic (50 meters by 25 meters)
• Recreational (20 yards by 15 yards)
• Short Course (25 yards by 20 yards)
• Indoor or outdoor
OPTIONAL:• Months of use
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MULTIFAMILY HOUSING (not its own space type)REQUIRED:• Gross floor area (SF)
OPTIONAL (Not Used for Benchmarking)
• Total # of units (occupied and unoccupied)• Total # of bedrooms• Maximum # of floors• % of gross floor area that is common space
only• Total # of laundry hook-ups in all units• # of laundry hook-ups in common area• Total # of dishwashers in the building• % of floor area cooled (in 10% increments)• % of floor area heated (in 10% increments)• Affordable or market rate
NOTE: The combined floor area of multi-family housing cannot exceed 10% of the total gross floor area of the building (excluding parking) for building to be eligible for a 1-100 score
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Data Required For All Facilities and Spaces Designated As “OTHER”
REQUIRED:• Gross floor area (SF)
OPTIONAL:• # of personal computers• Weekly operating hours• # of workers on main shift
Examples of spaces where a portion of the building should be classified as “Other”:• A movie theater on the first floor of an office building• A restaurant on the first floor of an office building• A public works garage that shares space on public land with a school• Manufacturing space
Rule of Thumb: All “Other” must be less than 10% of total square footage for building to be eligible for a 1-100 rating
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Whole Facilities Defined as “OTHER” Education
•College/University (campus-level)Food Sales
•Convenience Store (with or without gas station)
Food Service•Restaurant/Cafeteria•Fast Food
Health Care•Inpatient (Specialty Hospitals, excluding Children’s)•Clinic/Other Outpatient Health
Public Assembly•Entertainment/Culture•Library•Recreation•Social/Meeting
Lodging Mall (Strip Mall and Enclosed)Public Order and Safety
•Fire Station/Police StationService
•Vehicle Repair/Service• Postal Service
Storage/Shipping•Self-Storage•Distribution/Shipping Center
Retail •Vehicle Dealerships
Other•All other types of buildings such as Airplane hangers, laboratories, crematoriums, etc.
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Tracking Green Power PurchasesWhen entering renewable energy power purchases into Portfolio
Manager:• Select the Generation Method:
– Biogas– Biomass– Geothermal– Small Hydropower– Solar– Wind
• Select the location of where the green power was generated: – Specific electricity generation plant – Unknown generation plant but known eGRID sub-region– No information about the location available
• The ability to specify the Generation Period in month/year format, including future dates, enables the Green Power Purchase time period to be accurately represented.
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Solutions to Common Portfolio Manager Problems: Getting an N/A instead of Score
Reason Possible Solutions
Less than one full year of energy data
Is one lagging meter holding you back? Obtain current data or wait till a full year (at
least 11 discrete months) is availableLess than 50% of building is defined by one of the main space types (e.g., Office)
Do you have Other or Retail space that belongs in Office?
More than 10% of building is defined as Other Compare building to national average EUI
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AGENDA• Overview of Benchmarking and EPA’s Portfolio
Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR
Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Energy Efficiency Programs• Appendix 2: Portfolio Manager Resources
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Automated Benchmarking Service (ABS)
• ABS is a tool which enables your energy meter data to be input into Portfolio Manager for you.
• Building owners can authorize their ABS provider to…• Automatically upload historical energy data• Automatically upload energy data every month going
forward• Energy Service Providers that can offer ABS include:
• Utilities (SDG&E, SCE, SoCalGas, PG&E, and others)• Energy information providers• Bill handling services
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Automated Benchmarking Service
STEP 1: • Create a Portfolio Manager account
STEP 2: • Create a facility, building spaces, and meters
STEP 3: • Select Automated Benchmarking Services (ABS) link and
pick utility from drop down listSTEP 4:
• Complete authorization process for utility meters and input utility specific required data
STEP 5: • Log back in to Portfolio Manager to see meter data and
initial benchmarking results
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Customer Information Standardized Request (CISR-S) Form• A utility customer may
use a CISR-S form to give authorization to a designated Agent and Consultant (Agent) to receive service account information or act on their behalf.
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Automated Benchmarking for SDG&E Customers• Create Portfolio Manager account, building spaces and
meters• Must enter your 10 digit account number in the Meter
Name field when you create your meter• Select SDG&E as your Energy Service Provider in
Portfolio Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:
– 10-digit Account Number
– 8-digit Meter Number associated with above-referenced Acct. #
– Building’s 5-digit zip code
http://www.sdge.com/business/benchmarking/* In some cases, SDG&E customers must also authorize gas utility to complete ABS process
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Automated Benchmarking for SCE Customers
• Create Portfolio Manager account, building spaces and meters
• Meter Name selected based on user’s preference• Select SCE as your Energy Service Provider in Portfolio
Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:
– Customer Account Number
– Authentication Key
– Customer Email
– For AB1103 (yes or no)
– Electric meter Service Account Number
http://www.sce.com/business/energy-solutions/portfoliomanager.htm* SCE customers must also authorize their gas utility to complete ABS process
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Automated Benchmarking for SoCalGas Customers• Create Portfolio Manager account, building spaces and
meters• Must enter your 10 digit account number in the Meter
Name field when you create your meter• Select SoCalGas as your Energy Service Provider in
Portfolio Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:
– 10-digit Account Number
– 8-digit Meter Number associated with above-referenced Acct. #
– Building’s 5-digit zip code
www.socalgas.com/business/benchmarking/* SCG customers must also authorize electric utility to complete the ABS process
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Automated Benchmarking for PG&E Customers• Create Portfolio Manager account, building spaces and
meters• It is helpful but not necessary to input the ten-digit Service
ID# in the Meter Name field• Select PG&E as your Energy Service Provider in Portfolio
Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:
– Building Representative Email Address– Service Agreement ID (SAID) corresponding to each
meter #www.pge.com/benchmarking
* PG&E customers may also need to authorize another gas or electric utility to complete the ABS process
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For More Information• http://www.sce.com/• [email protected]
• http://www.sdge.com/• 1-800-644-6133 • [email protected]
• http://www.socalgas.com/• 1-800-GAS-2000• [email protected]
• http://www.pge.com/• 1-800-468-4743 • www.pge.com/benchmark
• www.energystar.gov
• Portfolio Manager www.energystar.gov/benchmark
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• Click the "Help" button to access searchable online user-support information.
• Click the "FAQ" button to access a searchable database of Frequently Asked Questions.
• Click the “Contact Us" or email for [email protected] further technical assistance
• Portfolio Manager Overview: www.energystar.gov/benchmark and follow link for “Benchmarking Starter Kit”
• Portfolio Manager Login: www.energystar.gov/istar/pmpam
On-demand Portfolio Manager User Support
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Any additional questions?
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Appendix 1: Utility Energy Efficiency Programs
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Statewide Energy Efficiency ProgramsInvestor Owned Utility (IOU) Programs Are Here to Help You
Improve Your Benchmarking Score– History of Success– Technical Resources to Inform– Rebates and Incentives to Help Reduce Costs– Integrated Platform to Meet Your Needs
Utility Programs Can Help Customers with:– Energy Analysis– Energy Efficiency – Demand Response – Self Generation
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30 Years of Energy Efficiency SuccessEnergy efficiency programs have helped keep per capita electricity consumption in California flat over the past 30 years
-
2,000
4,000
6,000
8,000
10,000
12,000
14,000
1960 1965 1970 1975 1980 1985 1990 1995 2000
KW
h
US California Western Europe
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Benchmarking is the key to the process!
Continuous Energy Monitoring
4. Create Action Plan Utility AM can help customer identify and prioritize the best EE measures to implement
6. Recognize Achievements and Evaluate and Adjust Plan by benchmarking again
1 .
3.
4.5.
6.
2.
2. Assess PerformanceUtility Account Manager (AM) can conduct an energy audit and identify improvement opportunities
3. Set Goals Utility AM can help customers identify the next steps
5. Implement Action Plan Customer receives incentive check and project(s) are implemented.
1. Benchmark Your FacilityUtility provides energy data through ABS
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Eligible Commercial Sectors for Rebates and Incentives
• Wholesale/Retail/Offices– Property Management, Non-Food Retail, Restaurants,
Groceries, Warehouses and Wholesale
• Government/Utilities– Military, Government, Water, Sewage, Communications, Rail,
Transit, Air, Cable and Utilities
• Hospitality/Services– Lodging, Entertainment, Recreation, Services
• Manufacturing/Process Industries– General, Biotech, Laboratory, Research, Electronics and
Telecommunications
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Eligible Commercial Sectors for Rebates and Incentives cont.
• Institutional– Healthcare, Libraries, Schools, Colleges and Universities
• Agriculture/Construction– Sand, Gravel, Contractors and Growers
74 74
Statewide Commercial Customized Offerings
• Specific Name of the Incentive Program Varies by Utility:– SCE: Customized Solutions– SDG&E: Energy Efficiency Business Incentives– PG&E: Customized Retrofit or Non-Residential Retrofit
• Program Description:– Provides financial incentives for installation of high-efficiency
equipment or systems in existing buildings including: • Interior and exterior lighting - Window film • HVAC - Variable speed drives• Natural gas boilers*
*SCE does not provide incentives for natural gas, within SCE's territory SoCalGas or PG&E offers incentives for gas incentives
75
Commercial Energy Efficiency Program (CEEP) 2010 Customized Offerings
75
.
For more information on how to apply for the incentives, see the utilities’ web pages: • PG&E: www.pge.com/mybusiness/energysavingsrebates/rebatesincentives/ief/ • SCE: www.sce.com/business/ems/customized_solutions • SDG&E: www.sdge.com/business/esc/. •SoCalGas: www.socalgas.com/business/rebates/•The complete program manual (in pdf) is available at www.sce.com/nrc/ems/download/2010_Statewide_Customized_Offering_Manual.zip.
76 76
Statewide Commercial Prescriptive Rebates• Specific Name of the Prescriptive Rebate Program Varies
by Utility:– SCE: Express Solutions– PG&E: Business Energy Efficiency Rebates – SDG&E: Energy Efficiency Business Rebates (formerly the
Express Efficiency Program)
• Program Description– Provides standardized rebates for replacing or upgrading to
specific types of high-efficiency equipment (e.g., lighting, HVAC, boilers, insulation, window film, motors, plug load occupancy equipment).
– Paid at prescribed rate, up to 100% of total measure costs. – Self-generation technologies (e.g., wind, solar) also eligible for
rebates under SCE's program.
77 77
Statewide Commercial Direct Install
• Utilities Supporting Direct Install– SCE– PG&E– SDG&E
• Program Description– Direct Install delivers free energy efficiency hardware retrofits,
through third-party contractors– Goal: Reduce peak demand and energy savings for commercial
customers with monthly demand under 100 kW. – Third party contractors provide
• Audits • Install measures, and • Follow up with verification protocols.
78 78
Continuous Energy Improvement (CEI) • Utilities supporting CEI
– SCE - PG&E– SDG&E - SoCalGas
• Program Description– Provides a collection of strategic planning tools and resources
that lay the groundwork for long-term integrated energy planning– Provides a platform for launching other utility and non-utility
programs and services.
• CEI helps businesses save energy, money and natural resources through
– A comprehensive analysis of energy use– An energy-management plan, and – Assistance with implementing energy-saving opportunities.
79 79
Non-Residential Audits• Utilities providing audits for non-residential buildings
– SCE - PG&E– SDG&E - SoCalGas
• Audit options include: – Remotely analyzed on-paper analysis– On-site inspections, or– Via a “retro-commissioning” focus on operational optimization.
• Audits help customers receive tips on– Lowering your energy use by increasing your energy efficiency– Improving the comfort of your customers and employees– Improving the maintenance, safety and security of your operation
80
Retrocommissioning (RCx) Programs• Utilities provide RCx Audits and Incentives for Large
Customers– SCE - PG&E– SDG&E - SoCalGas
• RCx Program Description– Provides diagnostic and engineering resources– Incentives to optimize existing equipment and systems
• (e.g., HVAC, lighting, control systems)– Goal: to achieve greater energy efficiency through tune-ups and repairs
and improve occupant comfort.
• Program Benefits:– Saves owners 5-15% of annual energy costs– Increased profitability - More productive facility – More efficient building operations - Longer equipment service life – Fewer service and maintenance calls
80
81 81
Savings By DesignA statewide program to encourage new high-performance nonresidential building design and construction.
• The program offers building owners and their design team:– Design Assistance
• Provides information and analysis tailored to the needs of your project to help you design the most efficient building possible.
– Owner Incentives• Provides information and analysis tailored to the needs of your
project to help you design the most efficient building possible
• Provides information and analysis tailored to the needs of your project to help you design the most efficient building possible
• Helps offset the costs of energy-efficient buildings.
82 82
Savings By Design cont.
– Design Team Incentives • rewards designers who meet ambitious energy efficiency targets.
Program Benefits: – Reduced long-term operating costs– End-Use Monitoring– Buildings are highly efficient—buildings must exceed California
Building Energy Efficiency Standards (Title 24) by 10%
83 83
Statewide Industrial Programs• Non-residential audits
– Options include remotely analyzed on-paper analysis, on-site inspections, or via a “retro-commissioning” focus on operational optimization.
• Deemed/Express Efficiency – Rebates for the installation of specific energy efficient
measures providing pre-defined incentives with prescribed energy savings.
• Calculated Incentives – Provides technical assistance and incentives based on
calculated savings for retrofit and added load applications. The incentive rate is 15 ¢/kWh for AC and refrigeration loads and 9 ¢/kWh for all other end-uses and measures. The incentive for gas savings is $1 per first-year therm.
84 84
Statewide Industrial Programs cont.
• Continuous Energy Improvement (CEI) – A collection of strategic planning tools and resources that lay the
groundwork - for long-term integrated energy planning and provide a platform for launching other utility and non-utility programs and services. CEI is a non-resource sub-program.
85
ENERGY EFFICIENCY PROGRAMS
Utility
86 86
SCE’s Services for New and Existing Commercial Buildings• New Buildings
• Savings by Design• New construction builders and buyers can receive design assistance, owner
incentives, and design team incentives.
• Existing Buildings• Retro Commissioning
• Improve the bottom line in your existing building’s operations through specialized services to detect inefficiencies, and determine optimum operating conditions.
• Heating Ventilation & Air Conditioning• Lower operating costs and increase equipment life through proper HVAC installation
and regular maintenance.• More information is available at http://www.sce.com/business/ems/office/learn
87 87
SDG&E’s Programs and Incentives
• Financial programs are available for • New construction• The replacement of existing equipment• The purchase of new equipment for business expansion• Reduction of energy load during critical times
• Rebates (make sure equipment qualifies before purchase)• Available for more than 140 different measures
• Incentives (call SDG&E before starting the project)• Quantifies savings• Pre-inspection required
• Rates• Lower your energy rates all year by reducing energy for just a few days
• Climate Change• Receive financial assistance through the Cool Planet Project to take action on climate change
• More information is available at http://www.sdge.com/business/rebatesincentives/programs/allPrograms.shtml
88 88
SDG&E’s Rebate Qualifying Equipment
HVAC• Air conditioning unit replacement• Variable Speed Drive – Fan, Pump• High efficiency packaged DX unit• CV to VAV Conversion• Use evaporative cooling• Demand based ventilation• Economizer cycle• High efficiency motor retrofit• Multi-speed motor retrofit• High efficiency compressor, cooler• Low pressure drop filters• Reduce over-ventilationBoilers• High efficiency boiler• Insulated piping• Controls for boiler blow down
Lighting• Fluorescent lamp retrofit• Electronic ballast upgrade• Metal halide to CFL retrofit• Fluorescent delamping• LED exit lighting• High efficiency signageControls• Equipment timeclocks • Energy Management System• Boiler OSA Temperature Reset• Add occupancy sensors• Daylighting• Demand limiting controllerProcess/Other• Garage exhaust fans• Install/add roof/wall insulation• Compressed air reduction• Add skylights
89 89
SoCalGas’s Programs and Incentives
• Energy Efficiency Calculated Incentive Program (EECIP):
• Offers financial incentives and recognition awards for a variety of projects that save energy.
• Open to all agricultural, commercial and industrial customers with qualifying projects
• Incentives (whichever is less):• $1.00 per therm saved annually, or • 50 percent of the project cost (excluding taxes and internal
labor). • Incentives can be as high as $1 million per project and $2
million per premise, per year.
90 90
SoCalGas’s Programs and Incentives (Cont)• Customers may qualify for EECIP incentives through any
combination of the following types of energy-efficiency projects: • Equipment replacements• Improvements of existing processes • New energy-efficient equipment or processes
• A key qualification for any EECIP incentive is that SoCalGasmust be involved from the beginning of the process, prior to equipment selection or final project design:
• Contact your account representative, submit a letter of interest and an application
• Subject the project to an Energy Analysis • Sign an agreement • Receive countersigned agreement and proceed with purchase orders and/or
equipment purchases • Install equipment • Complete and submit project closure paperwork• Receive payment or recognition awardMore information is available at http://www.socalgas.com/business/rebates/
91 91
SoCalGas’s Programs and Incentives (cont.)
• The Deemed Programs, Express Efficiency + Commercial Foodservice Rebate programs will now be one program = “Energy Efficiency Rebates for Business” (EERB)
• The total rebate limit for EERB is $200,000 per customer, per program year
• Customers with corporate (multiple) accounts cannot exceed $200,000 per corporation or chain account customer, per year. The old Commercial Foodservice $25K cap has been removed
92 92
PG&E’s Commercial Rebates and Incentives• PG&E offers incentives in the following areas:
• Customized Retrofit - also known as Nonresidential Retrofit (NRR) • Customized New Construction – also known as Savings by Design • Retrocomissioning (RCx) • Demand Response • Solar Energy • Self Generation • LED Lighting
• Additional rebates: – Appliances and General Improvements, Boilers and Water Heating, Business computing,
Food Service Equipment, Heating, Ventilation and Air Conditioning (HVAC), Lighting, Refrigeration, Agriculture and Food Processing, Heavy Industry, Hotels and Lodging
• More information is available at http://www.pge.com/mybusiness/energysavingsrebates/rebatesincentives/
93 93
Appendix 2: Portfolio Manager Resources
93
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Hands-On Benchmarking Step by Step Guide for Office and Retail
For direct access to the log-in screen of Portfolio Manager:
www.energystar.gov/istar/pmpam
95 95
Create an Account
96 96
Create an Account
97 97
Enter your information
98 98
USER NAME and PASSWORD HINTS
User name and password should be at least 8 letters and numbers -- no special characters!
Acceptable User Name: tommy123Invalid Username: tommy1 Invalid Username: t&$1#8
Please remember or write down your USER NAME and PASSWORD.
It will also be sent to your email.98
99 99
Continue entering your information
100 100
Finish and click “SAVE PROFILE”
101 101
User created; return to Login Screen
102 102
Enter User Name, Password, then Login
103 103
Review info; skip on next login if desired
104 104
Click link to access your portfolio
105 105
Click link to add a property
106 106
Enter Property Type
107 107
Enter Property Type, then click CONTINUE
108 108
Enter General Facility & SPP Info
109 109
Enter General Facility Info
110 110
Scroll down and click SAVE
None
111 111
Add New Org and Contact if necessary
112 112
Enter info for New Org
113 113
Enter info, then click SAVE
114 114
Click to Add New Contact
115 115
Add New Contact
116 116
If all info is correct, click DONE
First Name Last Name
117 117
Can always edit info; add notes; SAVE
None
118 118
Brings you back to Facility Summary
119 119
First you have to Add Space
120 120
Add Space
121 121
Enter the Name, select Space Type
122 122
Enter “General Office” as “Office” type, then CONTINUE
123 123
Prepare to enter data collected
124 124
Enter data for General Office, then SAVE
125 125
Editing a Space
125
126 126
Return to Facility Summary; scroll down…
127 127
See General Office entered correctly
128 128
Now add your next space…
129 129
Enter “Overtime Air Tenant” as “Office” type, then CONTINUE
130 130
Enter data for Overtime Air Tenant, then SAVE
131 131
Verify Overtime Air Tenant entry, then Add Space
132 132
Enter “Data Center” as “Data Center” type, then CONTINUE
133 133
Enter Data Center data, then scroll down…
134 134
…and hit SAVE to continue
135 135
Verify Data Center, then Add Space
136 136
Enter “Vacancy” as “Office” space type, then CONTINUE
137 137
Enter data for Vacancy, then SAVE
138 138
Verify Vacancy entry,then Add Space
139 139
Enter “Parking” as “Parking” space type, then CONTINUE
140 140
Enter data for Parking, then SAVE
141 141
Verify Parking entry,then continue by adding first meter
142 142
Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming meters in a certain way (see below)
METER NAMING CONVENTIONS:
SCE: Name meter as desired
SDG&E: Use 10-digit Acct. #
SoCalGas: Use 10-digit Acct. #
PG&E: Helpful but not necessary to use the 10-digit Service ID
143 143
Enter “1123456789” for the electric meter, then click SAVE
144 144
“What do I enter and/or select if I plan to use ABS rather than entering data manually?”
145 145
If you plan to use ABS, select “Do Not Add Meter Entries”
146 146
“What do I enter and/or select if I want to enter data manually?”
147 147
Enter # of Meter Entries to Add and Start Date, then click CONTINUE
148 148
Input form is automatically generated for you to enter meter infoNOTE: ABS users would not see this screen
149 149
Enter Energy Use per month and Cost if desired); then click SAVE
150 150
Returns to Facility Summary; scroll down…
151 151
Verify the electricity meter, then Add Meter
152 152
Enter “2123456789” for the gas meter, then click SAVE
153 153
Enter # of Meter Entries to Add and Start Date, then click CONTINUE
154 154
Enter Energy Use per month (and Cost if desired); then click SAVE
155 155
Returns to Facility Summary; scroll down…
156 156
Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired)
157 157
ENERGY STAR rating…
158 158
159 159
Hands-On Benchmarking
Benchmarking a Retail Building
160 160
Click link to add another property
161 161
Enter Property Type
162 162
Enter Property Type, then click CONTINUE
163 163
Enter General Facility & SPP Info
164 164
Enter General Facility Info
None
165 165
Scroll down and click SAVE
None
166 166
Add New Org and Contact if necessary
167 167
Enter info for New Org
168 168
Enter info, then click SAVE
169 169
Click to Add New Contact
170 170
Add New Contact
171 171
If all info is correct, click DONE
First Name, Last Name
172 172
Can always edit info; add notes; SAVE
None
173 173
Brings you back to Facility Summary
174 174
First you have to Add Space
175 175
Add Space
176 176
Enter the Name, select Space Type
177 177
Enter “Retail Store” as “Retail” type, then CONTINUE
178 178
Prepare to enter the data collected
179 179
Enter data for Retail Store, then SAVE
180 180
Return to Facility Summary; scroll down…
181 181
See Retail Store entered correctly
182 182
Now add your next space…
183 183
Enter “Parking” as “Parking” type, then CONTINUE
184 184
Enter data for Parking, then SAVE
185 185
Enter data for Parking, then SAVE
186 186
Verify Parking entry, then continue by entering the first meter
187 187
Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming meters in a certain way (see below)
METER NAMING CONVENTIONS:
SCE: Name meter as desired
SDG&E: Use 10-digit Acct. #
SoCalGas: Use 10-digit Acct. #
PG&E: Helpful but not necessary to use the 10-digit Service ID
188 188
Enter “1123456789” for the electric meter, then click SAVE
189 189
Adding Energy Meters (Manual or ABS)
189
190 190
Multiple Energy Types
More than one energy typeAdd New Meter for each energy typeExamples:
Energy Type UnitsNatural Gas Ccf, cf, kBtu, kcf, MBtu, Mcf,
thermsFuel Oil #2 Gallons, kBtu, Mbtu
District Steam kBtu, kLbs, MBtu, MLbs, pounds, therms (100KBTU) 190
191 191
“What do I enter and/or select if I plan to use ABS rather than entering data manually?”
192 192
If you plan to use ABS, select “Do Not Add Meter Entries”
193 193
“What do I enter and/or select if I want to enter data manually?”
194 194
Enter # of Meter Entries to Add and Start Date, then click CONTINUE
195 195
Input form is automatically generated for you to enter meter infoNOTE: ABS users would not see this screen
196 196
Enter Energy Use per month and Cost if desired); then click SAVE
197 197
Returns to Facility Summary; scroll down…
198 198
Verify the electricity meter, then Add Meter
199 199
Enter “2123456789” for the gas meter, then click SAVE
200 200
Enter # of Meter Entries to Add and Start Date, then click CONTINUE
201 201
Enter Energy Use per month (and Cost if desired); then click SAVE
202 202
Returns to Facility Summary; scroll down…
203 203
Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired)
204 204
“What do I enter and/or select if I want to use ABS rather than entering data manually?”
205 205
Let’s reviewAutomated Benchmarking…
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Automated Benchmarking
• What it is…• No need to find and enter energy meter info
manually• Your Utility (or other Energy Service Provider)
uploads it directly into your Portfolio Manager account
• How it works…• Sign up meters for Automated Benchmarking
Services in Portfolio Manager• Historical meter data uploaded, updated monthly
207 207
Automated Benchmarking
• Energy Service Providers• Utilities• Energy information providers• Bill handling services
• Automated Benchmarking Service Console• Access to data varies
• Account Level• Building Level• Meter Level
208 208
Automated BenchmarkingSTEP 1:
• Create a Portfolio Manager accountSTEP 2:
• Create a facility, building spaces, and metersSTEP 3:
• Select Automated Benchmarking Services (ABS) link and pick utility from drop down list
STEP 4: • Complete authorization process for utility meters and input
utility specific required dataSTEP 5:
• Log back in to Portfolio Manager to see meter data and initial benchmarking results
209 209
Choosing ABS instead of manual…
• If you want your Utility to upload your energy usage data automatically, enroll in the Automated Benchmarking Service (ABS) and select that Utility (or multiple utilities, if necessary)
• To choose ABS, click “Do Not Add Meter Entries” on the “Add Meter Entries” screen, which will take you back to the “My Portfolio” screen
210 210
Automated Benchmarking
From the “My Portfolio” page click the “Automated Benchmarking Services Console” link:
NOTE: This hyperlink will read “Get Started Now” until you initiate the ABS process
211 211
Automated Benchmarking for SDG&E Customers
• Create Portfolio Manager account, building spaces and meters
• Must enter your 10 digit account number in the Meter Name field when you create your meter
• Select SDG&E as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *
• During data request authorization, customer inputs:– 10-digit Account Number
– 8-digit Meter Number associated with above-referenced Acct. #
– Building’s 5-digit zip code
http://www.sdge.com/business/benchmarking/* In some cases, SDG&E customers must also authorize gas utility to complete ABS process
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Automated Benchmarking - SDG&E
Select “San Diego Gas and Electric” from the drop-down menu under “Option 1: Select Your Current Provider”:
213 213
Automated Benchmarking
Read the Terms of Use and check the box “I agree to my provider’s Terms of Use”:
214 214
Automated Benchmarking
Select the appropriate “Level of Access” and press “Continue”:
215 215
Automated Benchmarking
Checkmark the box(es) next to the building(s) and the meter(s) you want data uploaded for. Select “Continue”.
216 216
ABS Authorization Data for SDG&E
Account number, meter ID, and zip code -Required data for each authorization
216
217 217
Automated Benchmarking
You should now be back to the main ABS Console Screen:
218 218
Automated Benchmarking – SDG&E
SDG&E: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:
218
219 219
Automated Benchmarking for SCG Customers
• Create Portfolio Manager account, building spaces and meters
• Must enter your 10 digit account number in the Meter Name field when you create your meter
• Select SoCalGas as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *
• During data request authorization, customer inputs:– 10-digit Account Number
– 8-digit Meter Number associated with above-referenced Acct. #
– Building’s 5-digit zip code
www.socalgas.com/business/benchmarking/* SCG customers must also authorize electric utility to complete the ABS process
219
220 220
ABS Authorization Data for SCG
Account number, meter ID, and zip code -Required once for each authorization
220
221 221
Automated Benchmarking - SCG
SCG: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:
221
222 222
Automated Benchmarking for SCE Customers
• Create Portfolio Manager account, building spaces and meters
• Meter Name selected based on user’s preference• Select SCE as your Energy Service Provider in Portfolio
Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:
– Customer Account Number
– Authorization Key
– Customer Email
– For AB1103 (yes or no)
– Electric meter Service Account Numberwww.sce.com/business/energy-solutions/portfoliomanager
* In some cases, SCE customers must also authorize gas utility to complete ABS process 222
223 223
Customer Account Number, Authorization Key, Customer Email, For AB1103 (yes or no) –Required once for each authorization
Service account number required for each meter authorized for ABS
ABS Authorization Data for SCE
223
224 224
Automated Benchmarking - SCE
SCE: 12 months of energy data will be uploaded to your Portfolio Manager account within two days. You will then be able to view your score under “Current Rating” in the Facility Performance box:
224
225 225
Automated Benchmarking for PG&E Customers
• Create Portfolio Manager account, building spaces and meters
• It is helpful but not necessary to input the ten-digit Service ID# in the Meter Name field
• Select PG&E as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *
• During data request authorization, customer inputs:– Building Representative Email Address– Service Agreement ID (SAID) corresponding to each
meter #www.pge.com/benchmarking
* PG&E customers may also need to authorize another gas or electric utility to complete the ABS process
226 226
ABS Authorization Data for PG&E
Building rep email -Required once for each authorization
Service ID - Required for each meter authorized for ABS
226
227 227
Automated Benchmarking – PG&E
PG&E: Energy data as far back as 2003 will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:
227
228 228
Working with Portfolio Manager Data
228
229 229
Portfolio Manager Reports
• Allows you to easily display data, generate reports and graph info about your facilities and their performance
• Users can create 8 different reports for any building in their portfolio or shared with other orgs and export these reports into 4 file types (xls, pdf, csv, xml)
• Quick Reference Guide 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’ll see “N/A” for metrics that require one year of data
• Reports can be displayed in tabular or graphical format
229
230 230
Portfolio Manager Reports (cont’d)
230
231 231
Portfolio Manager Reports (cont’d)
• Access the Quick Reference Guide• Select one of the 8 types of reports from the “Generate a Report”
page
231
232 232
Customized Reports
• Allows users to create Customized Report templates from the Portfolio Manager 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 or local level
• Users can edit templates shared with them and upload and share data
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Setting Energy Performance Targets
233
234 234234
235 235235
236 236236
237 237237
238 238238
239 239239
240 240240
241 241
Generating the Statement of Energy Performance and Data Checklist
241
242 242242
243 243243
244
Applying for the ENERGY STAR Label
Have P.E . or Registered Architect verify Data Checklist and Indoor Environmental Quality• Thermal Comfort• IAQ Analysis• Lighting Levels
Enter facility data and at least one year of energy use data
Energy Performance
Rating
Explore opportunities to improve energy efficiency
< 75
> = 75Generate Statement of Energy Performance & Data Checklist
Submit Signed Letter of Agreement, PE-stamped/signed SEP, PE-signed Data Checklist
Adapted from “Benchmarking State Buildings,” Karen Herter, Heschong-Mahone Group (HMG) & Mike Langley, Dept. of General Services (DGS), 8 April 2008 244
245 245245
246 246
ENERGY STAR Data Checklistfor Commercial Buildings
Applying for the ENERGY STAR Label
Statement of Energy Performance
246
247 247
Link to Frequently Asked Questions:
http://portfoliomanager.custhelp.com/
Ex: “Why can’t I get a rating?”
247
248 248
https://www.energystar.gov/istar/pmpam/help/Warning_Messages.htm
248
249 249
Go to Frequently Asked Questions: Or Select from the
top of any Portfolio Manager screen
Email: [email protected]
If you have questions in Portfolio Manager
249
250 250
Maintaining an accurate rating
251 251251