Learn how to control utility costs and maximize energy efficiency for your facility. Free webinar on October 21st on San Francisco Energy Ordinance for Existing Commercial Buildings.

1. Benchmarking Webinar: The Path to Energy Savings
Existing Commercial Buildings Energy Performance Ordinance
SF Environment invites you to join one of our The webinar will also provide a calendar of in-
upcoming webinars on San Francisco’s Existing person benchmarking workshops available from
Commercial Buildings Energy Performance PG&E, tips on where to get post-training support
Ordinance. The ordinance empowers decision to accomplish your energy management goals,
makers responsible for non-residential buildings and more.
– owners, managers, and operators – with key
information to control utility costs and maximize Please select one of the four webinars:
energy efficiency. Existing commercial buildings
10,000 sq. ft. and larger are required to 1)
benchmark their building with EPA’s ENERGY Date Time Sign Up
STAR Portfolio Manager and annually report on
September 12 2 – 3:30 pm http://bit.ly/oabDbs
overall energy performance, and 2) obtain a
comprehensive energy audit from a qualified
September 26 2 – 3:30 pm http://bit.ly/ou9dQL
professional at least once every five years.
Portfolio Manager is the industry standard tool October 21 10 – 11:30 am http://bit.ly/nGVW9u
for tracking energy use and comparing
performance to similar facilities; California law
will soon also require the disclosure of energy When you sign up, you will receive an email with
performance data from Portfolio Manager at the attachments that are essential to getting the
time of sale, refinance, or lease of whole most from the webinar. Please provide an
commercial buildings. accurate email address when registering, and
please take the time to review these materials
This fast-paced 90-minute webinar will detail how before joining us on the day of the event.
to meet, and benefit, from the new requirements:
• Overview of the SF ordinance –
Requirements, covered buildings, timelines
• Step-by-step instructions on how to Presenter
benchmark a building with Portfolio Manager,
including how to create an account Mark Jewell, Founder
o How to setup PG&E’s Automated Energy Efficiency Funding Group
Benchmarking Services (ABS) to
automatically update energy use data Mark Jewell’s experience includes over 25 years in
o Preparing an Annual Energy Benchmark commercial real estate and more than 15 years in
Summary energy efficiency. He is the founder and president of
EEFG, a consultancy that has designed energy-
o Highlights of the audit requirement
saving improvements for more than 350 buildings and
• Incentives and resources to put energy now focuses on education, training, coaching, and
efficiency ideas into action analysis related to energy management. Mark helped
the US EPA deploy both the ENERGY STAR
Participants will receive free follow-up technical Buildings Program and the Portfolio Manager tool. He
support with benchmarking, sponsored by is the instructor for numerous utilities’ benchmarking
PG&E. classes, including PG&E. Mark is a graduate of The
Wharton School at the University of Pennsylvania.
For more information visit SFEnvironment.org/ecb or call (415) 992-6373
SF Environment is a Department of the City & County of San Francisco.

2. Existing Commercial Buildings Energy Performance
Ordinance: Overview
The intent of the Existing Commercial Buildings financing that enhance both the bottom line and cash
Energy Performance Ordinance is to help the local flow. The opportunity is compelling. Implementing
market maximize energy efficiency in San Francisco specific cost-effective recommendations from credible
by empowering owners, managers, operators, and experts can cut operating costs, reduce exposure to
occupants with the key information to control utility utility rate increases, and improve asset value.
costs, and to know exactly how they will benefit by
improving energy efficiency. For existing How to Comply
nonresidential buildings 10,000 square feet and
larger, the ordinance requires: This document explains how to fulfill the
benchmarking requirement, and provides a briefing
• An Actionable Plan: An energy efficiency about the audit requirement. These are two separate
audit identifying specific cost-effective requirements, with different minimum qualifications,
measures that would save energy. timing, reporting method, and exemptions. Some
• A Benchmark: Track and annually buildings will be exempt from an energy audit, but
summarize the energy used by the entire benchmarking is required for occupied all
building, enabling tracking of trends and nonresidential buildings of 10,000 square feet or
comparison to similar buildings under similar larger that have been in operation for at least one
conditions across the nation. year. The two requirements must be met separately,
but in each case, a paperless online reporting method
• Transparency: Annually share a concise
will be provided.
overview of each building’s energy
benchmarking results with the Department of
The information in this briefing can also be found at:
Environment and tenants. Department of
www.sfenvironment.org/ecb.
Environment will ultimately be required to
make this type of information available to the
public. The Annual Energy Benchmark
Summary report is intended to encourage Benchmarking
improvement in energy management, as well
as sustained excellence. Each whole non-residential building larger than
10,000 square feet must be benchmarked using
The Ordinance was directly informed by the Energy Star Portfolio Manager
recommendations of the Mayor’s Task Force on (www.energystar.gov/benchmark.) Portfolio Manager
Existing Commercial Buildings, which recommended is an online tool provided at no cost to the user by the
policies, actions, and partnerships to meet local and US Environmental Protection Agency. The
state goals for greater energy efficiency in buildings. benchmarking requirement is being phased in over
The intent of this initiative is to improve the three years.
competitiveness of commercial buildings in the city,
support the local economy – particularly jobs related Building owners or their representatives must
to energy efficiency, reduce greenhouse gas annually electronically share a brief report of key
emissions, conserve resources, and enhance benchmarking results with the Department of
electricity reliability. Environment, and tenants. This report is an “Annual
Energy Benchmark Summary”, and is based on data
It is the building owner’s decision how to benefit from from the prior calendar year. For example, a 2011
opportunities identified in the energy efficiency audit. report will be based on energy used from January
Commercial properties in San Francisco are eligible 2010 to December 2010.
for rebates (such as the San Francisco Energy Watch
program: www.sfenergywatch.org ), federal tax
benefits (such the 179d tax deduction), and special
For more information visit SFEnvironment.org/ecb or call (415) 992-6373
SF Environment is a Department of the City & County of San Francisco.

3. The Annual Energy Benchmark Summary report Sign Up for A Webinar
will include:
Date Time Sign Up
• Contact information and square footage
• Energy Use Intensity (how much energy the September 26 2 – 3:30 pm http://bit.ly/ou9dQL
building used per square foot for the year)
• 1-100 Performance Rating provided by October 21 10 – 11:30 am http://bit.ly/nGVW9u
Portfolio Manager, where applicable
• Greenhouse gas emissions from energy Or visit www.sfenvironment.org/ecb, to click the link.
usage
The Annual Energy Benchmark Summary does not Additional Training Resources
include commodity energy use (kWh or therms) for
the whole building or for any meters.
• Pacific Gas & Electric Company provides free
Benchmarking with Portfolio Manager will also be classes on benchmarking, and how to use your
required under California Public Resources Code benchmark results to save energy and money.
25402.10 (AB 1103.) Where the San Francisco Classes are available online, at the Pacific Energy
Existing Commercial Buildings Energy Performance Center on Howard Street, and throughout
ordinance requires annual benchmarking and public Northern California: www.pge.com/energyclasses
disclosure of limited statistics summarizing overall • US EPA’s ENERGY STAR program provides both
performance, the complimentary state law will require live webinars and recorded training on how to
private disclosure of all energy usage information benchmark with Portfolio Manager. (Note: These
between parties to the sale, lease, or refinance of the videos and webinars are provided for a national
entire building. For additional information: audience. They do not cover local ordinances or
www.energy.ca.gov/ab1103/ PG&E’s Automated Benchmark Service.)
www.energystar.gov/benchmark
For the first year that an Annual Energy Benchmark
Summary report is required for a given building, the Exemptions to Benchmarking Requirements
Department of Environment must keep the report
confidential. In subsequent years of reporting for that An Annual Energy Benchmark Summary is not
same building, the Department of Environment is required for:
required to make the Annual Energy Benchmark
Summary public. • New Buildings: (The Certificate of Occupancy
from the Department of Building Inspection is
Benchmarking Training and Technical Assistance dated less than two years prior to the Annual
Energy Benchmark Summary due date.)
The best place to start is to attend a free class. SF
• Unoccupied Buildings: (The building had less
Environment invites you to join a fast-paced 90-
than one full-time equivalent occupant for the
minute webinar which will detail how to meet, and
previous calendar year.)
benefit, from the new requirements. The webinars
include step-by-step instructions on how to In all other cases, the Annual Energy Benchmark
benchmark a building with Portfolio Manager, setup Summary is required. To obtain an exemption to
PG&E’s Automated Benchmarking Services (ABS) to benchmarking requirements, please write to:
automatically update energy use data, and prepare an benchmark@sfenvironment.org. In the message,
Annual Energy Benchmark Summary. include:
Participants will receive free follow-up technical • Contact information for the owner, and the
support with benchmarking, sponsored by Pacific Gas owner’s agent if applicable.
and Electric Company. • Assessor Parcel Number (block and lot)
• Gross square footage of the building(s)
When you sign up, you will receive an email with • Reason for exemption:
attachments that are essential to getting the most o Date and Permit Number for
from the webinar. Please provide an accurate email Certificate of Occupancy, or a copy.
address when registering, and take the time to review o Signed statement that the building
the materials before joining us on the day of the was unoccupied for the 12 months of
event. the prior calendar year.
Information: www.SFEnvironment.org/ecb ● benchmark@sfenvironment.org ● (415) 992-6373
Page 2 Version: Sept 12, 2011

4. Benchmarking Timeline with the Department of the Environment when you
click “Release Data” at the end of the process.
Annual Energy Benchmark Summary reports will Any information about individual buildings reported via
generally be due April 1 each year, with one this template in 2011 will be treated as confidential by
exception: In 2011, the reports are due October 1. the Department of Environment, which will publicly
confirm which buildings have complied, and may only
The Annual Energy Benchmark Summary is based release aggregate statistics about groups of buildings.
upon the energy performance data for the prior
calendar year. For example, statistics prepared and More detailed instructions will pop up when you click
submitted in 2011 will be based upon measured the link, and also when you navigate to the report
energy performance January 2010 through December template. If you prefer, you can also download a copy
2010. of the instructions from the Department of
Environment: www.sfenvironment.org/ecb.
Status of
Due
Benchmarking Public When reporting, it is critical to use Portfolio Manager’s
Date
Disclosure “Notes” field to identify the building by block and lot.
Buildings larger than To look up the block and lot for a property, visit:
October
50,000 square feet must None http://propertymap.sfplanning.org
1, 2011
benchmark
Public The Department of Environment will accept an Annual
disclosure Energy Benchmark Summary for the entire building
Buildings larger than begins for from any party with the necessary information about
April 1,
25,000 square feet must buildings the entire building, including the owner’s
2012
benchmark greater than representative or a whole-building tenant.
50,000 square
ft (only)
Public
disclosure for
Buildings larger than
April 1, buildings
10,000 square feet must
2013 greater than
benchmark
25,000 square
feet
Public
April 1,
Buildings larger than disclosure
2014
10,000 square feet must applies to all
and
benchmark affected
beyond
buildings
How to Submit an Annual Energy Benchmark
Summary
To fulfill the benchmarking requirement, the Annual
Energy Benchmark Summary 2011 report template
must be used:
http://bitly.com/rtAK9C
(Or visit www.sfenvironment.org/ecb, and click the link
from that page.)
This link leads to a Portfolio Manager login page. By
accessing your account through this web link, a
custom report template for compliance with the
ordinance will be available in your account. By using
the Annual Energy Benchmark Summary 2011 report
template, you will securely submit to the Department
of Environment only the data required to meet the
ordinance, and no more, and data will only be shared
Information: www.SFEnvironment.org/ecb ● benchmark@sfenvironment.org ● (415) 992-6373
Page 3 Version: Sept 12, 2011

5. Energy Efficiency Audits LEED certification or the ENERGY STAR. The
California Commissioning Collaborative provides an
Benchmarking provides perspective about how a excellent guide to selecting a retrocommissioning
building performs relative to its peers. To identify provider: http://www.cacx.org
specific opportunities for savings, weigh costs against
benefits, and prioritize investments, an energy audit is Audit Timeline
necessary. The owner of each non-residential building
larger than 10,000 square feet must obtain a All building owners must have at least 12 months
comprehensive energy efficiency audit of the entire between the date they are notified an audit is
building from a qualified energy auditor at least once required, and the date when the first Confirmation of
every five years. The auditor is responsible for Energy Audit is due. Notification of audit requirements
submitting a detailed report to the building’s decision is sent to the party listed by the Office of the Assessor
makers, and the point is to provide a reliable catalog Recorder as the contact for property tax, and the
of opportunities to cost-effectively improve energy owner is responsible for filing a Confirmation of
efficiency. The priority should be to obtain specific Energy Audit on or before the due date assigned to
recommendations that empower action to save both the parcel.
energy and money.
Important: The due dates for benchmarking are not
The complexity an energy audit and the potential for related to the due dates for an energy efficiency audit.
savings vary with the size, intricacy, and use of a
Due Public
building. The Ordinance sets a high standard: audits Audit
must meet or exceed the American Society of Date Disclosure
Heating, Refrigeration, and Air-Conditioning Confirmation of Audit
Engineers (ASHRAE) Procedures for Commercial due for initial group of
October
Building Audits, with larger facilities required to buildings, Cost-effective
15, 2012
receive a more rigorous evaluation than smaller approximately 1/3 of energy
facilities. The audit requirements are: stock. efficiency
Confirmation of Audit opportunities in
due for second group of individual
Building Size Minimum Level of Effort April 1,
buildings, buildings are
2013
50,000 square ASHRAE Level II approximately 2/3 of confidential.
feet and larger – An “intermediate” survey and stock.
energy analysis Confirmation of Audit Confirmation of
April 1,
due for final group of compliance (or
10,000 to 49,999 ASHRAE Level I 2014
buildings. exemption) will
square feet – A basic energy analysis 2017 Confirmation of Energy be published.
and Audit due for 20% of
For a summary of what each level of effort entails, beyond stock every year
ASHRAE has provided the Department of
Environment with an excerpt from the Procedures for Energy audits which were completed in 2008, or after,
Commercial Building Audits, which can be may be used to fulfill the audit requirement, provided
downloaded from: www.sfenvironment.org/ecb that the audit is an evaluation of the whole building
The excerpt is provided by ASHRAE solely for the meeting the applicable ASHRAE Level of Effort, or
purpose of completing audits as required by the retrocommissioning. If only portions or specific
Existing Commercial Buildings Energy Performance systems in the building have been evaluated, or if the
Ordinance. energy efficiency evaluation was prior to 2008, a
current and comprehensive audit is required. Audit
The full Procedures for Commercial Energy Audits are due dates for individual buildings have been
available directly from ASHRAE: www.ashrae.org established on a rolling deadline, determined by the
Dept of Environment, so that buildings of a given size
Large facilities and buildings with complex systems do not all have the same deadline.
are encouraged to undergo retrocommissioning.
Retrocommissioning is the systematic, detailed Qualifications for Energy Auditors
examination of all systems and operations in a
building to both ensure they are operating as The Energy Efficiency Auditor responsible for the
designed, and to identify opportunities for operational Energy Efficiency Audit Report must possess basic
and capital improvements. Retrocommissioning will qualifications, including experience in energy
fulfill the audit requirement, but is a voluntary best efficiency audits or commissioning of existing
practice that is most common in buildings seeking
Information: www.SFEnvironment.org/ecb ● benchmark@sfenvironment.org ● (415) 992-6373
Page 4 Version: Sept 12, 2011

6. How to File a Confirmation of Energy Audit
Qualifications for Energy Auditors, Continued
A Confirmation of Energy Audit must be filed with the
buildings, and either a license or recognized Department of Environment identifying the building,
certification in energy efficiency evaluations. the owner, energy auditor, what type of audit was
performed, and a list of the cost effective measures
Qualifications recognized by the Department of that were identified.
Environment for providing energy audit services:
Certification or Minimum It is the building owner’s decision whether to
AND
License Experience implement retrofits, and to take advantage of
• At least 2 years incentives that may be available from the utility, state,
experience and federal government by implementing the
performing energy opportunities identified in the energy efficiency audit.
efficiency audits or
Licensed Engineer
(1) AND commissioning of It is not necessary to file an entire Energy Audit
(PE) Report with the Department of Environment; only a
existing buildings;
OR Confirmation of Energy Audit will be required. The
• Any certification Confirmation of Energy Audit will be filed online; the
listed in #2 below. tool for providing a Confirmation of Energy Audit to
• Association of the Department of Environment is not yet complete.
Energy Engineers However, no Confirmation of Energy Audit is due until
Certified Energy October 2012 at the earliest, and a reporting
Manager (CEM); mechanism will be provided at least 180 days before
• Association of any audits are due. The Confirmation of Energy Audit
Energy Engineers will include:
Existing Building
Commissioning • At least 2 years • Contact information for the building and building
Professional experience owner
(2)
(EBCP);
AND
performing energy • Auditor, their qualifications, and when the audit
• ASHRAE Building efficiency audits or was completed
Energy commissioning of • A list of all cost-effective retrofit (or retro-
Assessment existing buildings commissioning) measures identified. For reporting
Professional purposes, “cost-effective” means energy
(BEAP); OR efficiency measures that are estimated by the
• Northwest Energy auditor to either:
Education Institute o Each have a simple payback of 3 years or
Energy less,
Management o Each have a beneficial net present value,
Certification o Comprise an integrated package with an
• BOC International overall simple payback of approximately 3
Building Operator • At least 10 years years, OR
Certification Level experience as a o Comprise an integrated package with
II; OR building operating beneficial net present value.
• International engineer; OR
(3) AND
Union of • At least 5 years
Operating experience as a
Engineers chief operating
Certified Energy engineer
Specialist
Equivalent professional qualifications to manage,
maintain, or evaluate building systems, as well as
(4) specialized training in energy efficiency audits and
maintenance of building systems, as determined by
the Director of the Department of Environment
Information: www.SFEnvironment.org/ecb ● benchmark@sfenvironment.org ● (415) 992-6373
Page 5 Version: Sept 12, 2011

7. Exemptions to Audit Requirements Enforcement
An Energy Efficiency Audit is not required if the The priority of the Department of Environment is
building is new or is recognized by a third party as education; we will work with property owners,
high performing: managers, operators, and tenants to improve energy
management. As such, enforcement will emphasize
• High Performance Buildings: The building has outreach and education, and we will collaborate with
received the ENERGY STAR in 3 of the past 5 the commercial sector to draw attention to facilities
years, or LEED for Existing Buildings certification and teams who are demonstrating leadership in
in the past 5 years. energy management.
• New Construction: The building was constructed If necessary, the ordinance directs the Department of
(i.e. received a final Certificate of Occupancy) in Environment to take the following steps:
the past 5 years.
Buildings that meet these criteria are exempt from an 1. Warning – A written notice of violation.
audit the next audit cycle, and will remain exempt if 2. Public Notice – the Department of
they maintain current recognition for high Environment will indicate via a public website
performance. that a building is not in compliance with local
Buildings are also exempt from the audit requirement law.
for as long as any of the following conditions apply: 3. Fine – Fines can be levied 45 days after the
• Unoccupied Buildings: (The building had less written notice. Buildings of 25,000 square feet
than one full-time equivalent occupant for the and larger can be subject to fines of $100 per
day, up to a maximum of $2,500 per violation.
previous calendar year.)
Buildings smaller than 25,000 square feet can
• Financial Distress: Examples of qualifying be subject to fines of $50 per day, up to a
financial distress include: maximum of $1500 per violation.
• Properties qualified for sale at public auction
by the Treasurer and Tax Collector due to Keep in mind that the intent of the Existing
arrears of property taxes that resulted in the Commercial Buildings Energy Performance
property's qualification for sale at public Ordinance is:
auction, or acquisition by a public agency
within two years prior to the due date of an • To empower owners, managers, operators, and
energy efficiency audit report occupants with key information to control utility
• A court appointed receiver is in control of the costs, and exactly how they will benefit from
asset due to financial distress improving energy efficiency. Benchmarking and
• Buildings owned by a financial institution getting an energy audit provide information
through default by the borrower essential to minimizing the single largest
• Buildings acquired by a deed in lieu of controllable cost center in building operations:
foreclosure energy use.
• Buildings where the senior mortgage is • To showcase that buildings in San Francisco are
subject to a notice of default. among the most efficient in the world – in other
words to help attract buyers and tenants who
In all other cases, the Annual Energy Benchmark value low cost of operations and environmental
Summary is required. performance.
• To help you benefit from the compelling
incentives and financing for energy efficiency
improvements available from the City, Pacific Gas
& Electric, and the federal government.
For More Information
Web: www.sfenvironment.org/ecb
Call: (415) 992-6373
Email: benchmark@sfenvironment.org
Information: www.SFEnvironment.org/ecb ● benchmark@sfenvironment.org ● (415) 992-6373
Page 6 Version: Sept 12, 2011