Portfolio Manager Updatefor ENERGY STAR Trainers

Alexandra Sullivan

March 2011

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Agenda

ENERGY STAR terminology March 2011 Release

Senior Care Facility Green Power Data Centers Energy Calculations Emissions Calculations Weather Normalization document Automated Benchmarking Services

Data Center Announcements October 2011 Release

Median comparisons Revised Hospital model

Portfolio Manager System Upgrade

ENERGY STAR Terminology

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ENERGY STAR Terminology

Preferred terms EPA’s ENERGY STAR measurement and tracking

tool, Portfolio Manager EPA’s ENERGY STAR energy performance scale ENERGY STAR score ENERGY STAR certified

Refer to handout Adopt changes in communications now Changes within Portfolio Manager to come with the

system upgrade

March 21 Release

Shutdown notice:

* System will shutdown at 5pm Friday 3/18

* New functionality will be available 8am Monday 3/21

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March 2011Senior Care Facilities

New Space type: Senior Care Facility ENERGY STAR score ENERGY STAR certification

Data collected by industry associations Assisted Living Federation of America (ALFA) American Association of Homes and Services for the Aging

(AAHSA) American Health Care Association (AHCA) National Center on Assisted Living (NCAL)

A total of 770 facilities responded to the survey 557 complete surveys for analysis

Model result Overall model confidence level is over 99% Confidence level for each operational characteristic adjustment is

over 98% Model R2 = 0.4466

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March 2011Senior Care Facilities

Senior Care Facility definition Buildings that house and provide care and assistance for elderly residents Skilled Nursing Facilities (with or without Dementia Care) Assisted Living Facilities (with or without Dementia Care)

Current category: Other – Health Care: Long Term Care (Nursing Home, Assisted Living) Buildings will be converted to Senior Care Facility Default values will be assigned for all required attributes

Notes on Independent Living Retirement communities and independent living communities for the elderly

are not covered Some Senior Care Facilities offer a mix of residential options including

independent living along with some form of assisted living. • More than 50% of the units in a community must be considered skilled nursing or

assisted living in order to be eligible as a Senior Care Facility.

Healthcare team has created guidance document of options for mixed communities, explaining when an independent living building may or may not be excluded for the purposes of obtaining a benchmark

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March 2011Senior Care Facilities

Required Inputs Gross Floor Area Total Number of Units Average Number of Residents Total Resident Capacity Workers on Main Shift Number of Personal Computers

• Owned by community, not personal computers of residents

Number of Commercial Refrigeration 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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March 2011Green Power Purchases

Terminology Change Renewable Energy Certificate to Green Power Purchase

Flexibility Generation Method – include the ability to specify multiply types

of power (for blended products) Generation Time Period – include day/month drop-down menu so

users are not confined to specific quarters• Can specify future dates to enter full contract delivery period

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March 2011Green Power Purchases

Flexibility Generation Location – include three options in case people do not know

the Plant ID:• I know the specific generation plant for this Green Power

Purchase

– Enables accurate calculation of avoided emissions for the part of

the grid where energy has been displaced• I do not know the specific generation plant, but I know the eGRID

sub-region in which the green power was generated

– Enables accurate calculation of avoided emissions for the part of

the grid where energy has been displaced• I do not know any information about the generation location for

this Green Power Purchase

– Will have to use a default value to compute avoided emissions

– Less accuracy

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March 2011Green Power Purchases

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March 2011Green Power Purchases Summary of green power entry requirements

Product Portfolio Manager Entry

On-site Installation

Onsite System Meter Y/N for owning system RECs No additional/separate “Green Power Entry”

Grid Purchase Meter No ‘net’ meters – must report all energy coming from

system and all energy coming from the grid. This requires a bi-directional meter to measure flow from the system into the building and onto the grid, and to monitor all flow into the building from the grid

Utility Green Power

Grid Purchase Meter Green Power Purchase

Renewable Energy Certificate

Grid Purchase Meter Green Power Purchase

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March 2011Green Power Purchases

Summary of green power accounting in calculations

Product Relation to Portfolio Manager Metrics

On-site Installation

Included in Site and Source Energy and Score Onsite has lower source energy factor than Grid Emissions of onsite are zero (if you own the RECs)

Utility Green Power

Not included directly in any building energy or emission metrics

Contribute to Total Avoided Emissions

Renewable Energy Certificate

Not included directly in any building energy or emission metrics

Contribute to Total Avoided Emissions

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March 2011Green Power Purchases

Technical Reference Document New document to explain types of purchases and entry requirements

FAQs I am purchasing green power generated and delivered by my local

utility; does this improve my ENERGY STAR score? • No. This has an environmental benefit (REC) that you can track separately,

but does not lower the energy needs to operate the building.

How does Portfolio Manager include the electricity consumption from my building’s onsite solar or wind system when calculating my score?

• The energy used from your system must be reported in total and included in source and site energy. The on-site system has a lower source energy than equivalent grid purchases and therefore will contribute to a higher ENERGY STAR score.

Do I receive credit in Portfolio Manager for the export of onsite generated renewable electricity back to the grid?

• No. The export of energy back to the grid does not lower the energy required to operate your building.

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March 2011Green Power Purchases

FAQs (continued) Does the Total Emissions value reported in Portfolio Manager

reflect the emissions avoided from my utility green power and RECs?• No. Total emissions reports the emissions associated with your energy

use. The avoided emissions from RECs are not included but are tracked separately – these are generally separate line items in emissions reporting protocol.

Can I account for forms of onsite renewable energy other than solar and wind (e.g. biomass or landfill gas)?• Not at this time.

If I do not know the resource type or location information related to a green power purchase what options do I have for inputting data into Portfolio Manager?• Location: enter that the location is unknown• Generation Type (solar wind, etc): consult with your provider and enter a

best estimate at time of purchase. Actual values can be entered at the end of the delivery period.

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March 2011Data Centers New optional IT Energy Meters

PDU Output Energy IT Equipment Input Energy

More accurate measures of IT Energy Measures will be available in create view and external

reporting Encouraged as a best practice for the future Not required or used for the ENERGY STAR score

Energy for all non-IT equipment use, including HVAC, lighting, and plug loads

Energy into building, from all fuel sources

Building master

meter(s)

UPSServer Racks & Storage DevicesPDUs

Data Center

PDU Input

PDU OutputIT (Server) Input

UPS Output meter – For ENERGY STAR score

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March 2011Energy Calculations

Source Energy Revised source energy factor to account for prevalence of CHP Steam

in the market About 40% of District Steam is CHP (more efficient, lower source factor) Revised Source Factor: 1.21 Buildings with steam may see their scores go up

Natural Gas The amount of heat (Btu) in 1ccf of natural gas depends on the elevation

• At higher elevations the atmospheric pressure is lower

Portfolio Manager used to account for this• Conversion factor from ccf to kBtu depended on building’s elevation (zip code)

Most utilities already account for this and report in “standard” ccf (e.g. adjust their ccf value) or in therms

• Additional adjustment in Portfolio Manager is not necessary and will be removed

Approximately 35,000 building in Portfolio Manager use natural gas in a volumetric unit (e.g. ccf)

• The majority will have no change in score

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March 2011Emissions Calculations

Emissions currently unavailable (!) Went offline on 1/31/2011 More recent factors now available from eGRID Change in method to map zip code to utility

Emissions will return on 3/21 Most current eGRID files

• eGRID 2010 v.1• Complete release of data for 2007

Methodology is still consistent with standard GHG Protocol WRI/WBCSD, DOE, EPA

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March 2011 Weather Normalization Document

What New technical document to explain the way that weather is

accounted for in Portfolio Manager metrics Weather Normalized EUI

An EUI that expresses the energy use a building would have used under 30-year average conditions

Available for all buildings Compares a building to itself over time

ENERGY STAR score Adjusted for actual HDD and CDD experienced during the 12 month

evaluation period Based on actual EUI relative to actual HDD and CDD Evaluates a building using statistical correlations observed in the

national population

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March 2011Automated Benchmarking Services

Read/Write Authorization PM users will be able to have multiple ABS providers and can

manage specific read/write access for each meter Only one ABS provider can write (populate) a given meter Multiple ABS providers can be given read access to meters

New Test Authorization Tool Ability to test pending authorizations in the test environment

Optional Date Range for “get meter details” Enables an ABS provider to get data for a specified time period

only Currently have to retrieve all meter data, which could be several

years worth of data – change will make the service faster for ABS providers

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March 2011Automated Benchmarking Services

Senior Care Facilities New energy performance scale will be available through ABS

Green Power Purchases New entry options will be available through ABS

Campus Meters Campus energy meters can be updated via ABS Will work for any existing campus meters assigned in Portfolio

Manager This does not give ABS providers an ability to create campuses

or change buildings on a campus Water Meters

ABS will enable the entry and upload of water meter data

Data Center Announcements

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IT Energy Estimates

Why permitted Many mixed use buildings do not have IT meters in place This is a grace period to enable ENERGY STAR scores until meters can

be installed

How to meter Meter at the output of the UPS Meter IT Equipment energy only (servers, storage, network) DO NOT include cooling, lighting, or other ancillary equipment Meters typically will cost less than $2,000

Deadline to meter! Estimates will no longer be available after June 2012 In order to receive a score 12 months of data are required Meters must be installed by June 2011 to ensure an ENERGY STAR

score after June 2012

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Reminders on Definitions and Policies

Data Center definition Data Center applies to spaces designed for processing of computer loads Facilities with rows of servers, storage and network devices In a mixed use setting, typically more than 30-50 kW of power required to run IT

equipment alone (not including cooling, etc) Closets with 2-3 servers are not Data Centers, even if a supplemental cooling unit is

required

IT Energy Use definition Report use of the IT Equipment only

• Should not include any cooling equipment or other loads Measure energy not power If I don’t have the IT can I enter to total energy use (including cooling) until the meters are

required in June 2012?• NO – it is not acceptable to enter total Data Center energy use, the PM estimates

must be applied

Building energy meter requirements Should report all energy use including the energy use of the Data Center and its IT loads Reporting the IT Energy Meter and including this energy in the total is NOT double

counting.

October 2011 Release

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October 2011 Release

Last update before full System Upgrade Date TBD Details TBD

Revised Hospital benchmark• Coordinated survey with ASHE and AHA• Release depends on successful regressions

– Revised model under development– Final model details not available

Transition to median benchmarks• Targets for building types that are not eligible to

receive an ENERGY STAR score

Portfolio Manager Database and System Upgrade

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Database and System Upgrade

The Portfolio Manager Upgrade is underway! Database architecture System processing speed Look & feel Usability

Project Timeline 2010: Conduct Research, solicit user input 2011: Requirements, development, and testing 2012: Final development and testing

• Scheduled release in Fall 2012

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Database and System Upgrade User Research & Stakeholder Input

Individual Interviews 1-on-1 sessions to help understand typical users How do people use Portfolio Manager? What do users want/need?

Group Brainstorms Sessions of 7-10 people Discussion points and voting to see how groups of users rate the relative

importance of different types of changes• How do people use Portfolio Manager?• What are the tool’s Strengths?• What are the tool’s Weaknesses?• What would be the best new features?

Usability Testing Individual sessions – user given activities to perform in Portfolio Manager

• How long do tasks take?• What do people have trouble finding?• Where are areas for improvement?

Online Survey Opportunity to respond to specific questions Free Responses for any general recommendations

Questions ?