ENERGY STAR’s Portfolio Manager Tool and Benchmarking in CA (AB 1103)

3,338 views

Published on

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.

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
3,338
On SlideShare
0
From Embeds
0
Number of Embeds
19
Actions
Shares
0
Downloads
49
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

ENERGY STAR’s Portfolio Manager Tool and Benchmarking in CA (AB 1103)

  1. 1. Benchmarking withEPA’s ENERGY STAR® Portfolio Manager Statewide Training
  2. 2. 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 2 2
  3. 3. 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. 3 3
  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 4 4
  5. 5. 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 programsFor Eligible Buildings (As Defined By Portfolio Manager):• Eligible building types can also receive an ENERGY STAR energy performance rating of 1-100 5 5
  6. 6. Building Types Eligible for 1-100 Score Bank/Financial Courthouses Data Centers Dormitories Hospitals Institutions Hotels Houses of K-12 Schools Medical Offices Office Buildings WorshipRetail Stores Senior Care Supermarkets Warehouses Wastewater Facilities Treatment Plants 6 6
  7. 7. 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 7 7
  8. 8. Official Report from Portfolio Manager:Statement of Energy Performance 8 8
  9. 9. 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 9 9
  10. 10. 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 10 10
  11. 11. AB 1103 – Nonresidential BuildingBenchmarking 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 11 11
  12. 12. 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 – 1685 CEC-400-2010-004-SD2 (September 2011 Draft Regulations) 12 12
  13. 13. Draft AB 1103 Definition of NonresidentialBuilding• “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; 13 13
  14. 14. 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. 14 14
  15. 15. Benchmarking Helps Buildings Meet CA’sOther 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 annually Benchmarking helps buildings earn the ENERGY STAR label or meet the requirements for LEED certification 15 15
  16. 16. 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 16 16
  17. 17. ENERGY STAR Commercial BuildingsProgram• 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 17 17
  18. 18. Comparative Metric Is 60 MPG high or low Is 90 kBtu/SF/YR high or low for this automobile? for this building? Fuel Efficiency: Energy Performance MPG Score: 1 to 100 18 18
  19. 19. How Does the Energy PerformanceScale Work? Normalizes building variables affecting energy consumption… Building size Space type Weather Hours of operation Occupancy Plug load …and creates a whole building “mpg” rating www.energystar.gov/benchmark 19 19
  20. 20. 1-100 Energy Performance ScoreFAQ: Do buildings added to the tool affect the 1 to 100scale?Performance of buildings added to Portfolio Managerdoes not change the rating scale. Rating scale is basedon a national survey of commercial buildings. Superior Energy Management! National Average 1 50 75 100 Percentile of Commercial Building Population in terms of Energy Performance 20 20
  21. 21. Use the Rating to Identify SavingsOpportunities RCx & O&M High scoring Best investment opportunities improvements buildings provide are in lower quartiles - yield savings lessons learned greatest potential for and label and label improvement candidates candidates Reward & Invest & Tune Learn Invest Tune 1 25 50 75 100 Energy Performance Rating 21 21
  22. 22. For Top Performers: ENERGY STAR Label Energy Performance Score of 75 to 100Obtain Verification Create and Submit from P.E. or Building ProfileRegistered Architect Submit SEP, Data Checklist & Application 22 22
  23. 23. Portfolio Manager Data Collection User-Friendly InputsRequired for Energy Intensity All K-12 Office Data Center Building Types School• Facility name • # Walk-in • # Workers • IT Energy• Address refrigerator • Op. hrs. Configuration• Year Built freezer units • # PCs • Annual IT Energy• At least 12 • # PCs • % Heated months energy • Open weekends • % AC data Y/N• Square feet • Cooking Y/N • High School Y/N • % Heated • % AC Additional Information Required for Score 23 23
  24. 24. Sample Office Building After Hours HVAC Computer 130,000 sf Data Centers Building 30,000 sf 400,000 sf Parking 100,000 sf Floor Space Area Op. % Cooled Type Space Name (sf) Occupants PCs Hours Heated ComputerData centers Data Center 30,000 N/A N/A N/A N/AOvertime 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 Parking 100,000meter) N/A N/A 168 N/A 24 24
  25. 25. OFFICE BUILDING Data NeededREQUIRED:• 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) 25 25
  26. 26. 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 26 26
  27. 27. 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 27 27
  28. 28. 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 28 28
  29. 29. DATA CENTER Data NeededREQUIRED:• 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) 29 29
  30. 30. 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) 30 30
  31. 31. Energy for all non‐IT equipment use,  including HVAC, lighting, and plug  loads Data CenterEnergy into building, from all  UPS output fuel  metersources Building  master  meter(s) Power  Server Racks & Storage  Uninterruptible  Distribution  Devices Power Supply (UPS) Unit (PDUs)
  32. 32. Energy for all non‐IT equipment use,  including HVAC, lighting, and plug  loads Data Center Non‐IT equipment for the Energy  data center, such as cooling  systems and lighting.into building, from all  UPS output  Sub‐fuel  meter metersources Building  master  meter(s) Power  Server Racks & Storage  Uninterruptible  Distribution  Devices Power Supply (UPS) Unit (PDUs)
  33. 33. 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) 33 33
  34. 34. 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 34 34
  35. 35. Clarifications re: “Retail” Space Type (cont’d) CAN BE CLASSIFIED AS “RETAIL” SPACE TYPE • Department Store • Dollar Store • Discount Store • Home Center/Hardware • Supercenter • Apparel/Hard Line Specialty • Warehouse Club (e.g. books, clothing, office • Drug Store products, toys, home goods, electronics) CANNOT BE CLASSIFED AS “RETAIL” SPACE TYPE • Supermarket (Eligible for • Automobile dealerships “Supermarket” classification) • Restaurants • Convenience stores 35 35
  36. 36. 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 36 36
  37. 37. BANKING/FINANCIAL Data NeededREQUIRED:• 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) 37 37
  38. 38. COURTHOUSE Data NeededREQUIRED:• 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) 38 38
  39. 39. HOSPITAL Data Needed (Acute Care and Children’s) REQUIRED: OPTIONAL: • Gross floor area (> 20,000 SF) • Laboratory on-site (yes or no) • # of licensed beds • Laundry facilities on-site (yes • Maximum # of floors or no) • Tertiary care facility (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 39 39
  40. 40. HOTEL Data NeededREQUIRED: OPTIONAL:• Gross floor area (SF) • Guest on-site hours per day• # of rooms • # of guest meals served• # of workers on main shift • SF of full-service spas• # of commercial • SF of gym/fitness centerrefrigeration/freezer units • Annual quantity of laundry• On-site cooking – yes or no processed on-site• % of floor area cooled • Laundry processed at site (10% increments) (drop-down menu of options)• % of floor area heated • % of average occupancy (10% increments) 40 40
  41. 41. SENIOR CARE Data NeededREQUIRED: REQUIRED (Continued):• Gross floor area (SF) • Number of Commercial Refrigeration/Freezer Units• Total Number of Units • Number of Commercial Washing• Average Number of Machines Residents • Number of Residential Washing• Total Resident Capacity Machines• Workers on Main Shift • Number of Residential Electronic• Number of PCs owned by Lift Systems the community (does not • Percent of the Gross Floor Area include PCs owned by that is Heated residents) • Percent of the Gross Floor Area that is Cooled 41 41
  42. 42. MEDICAL OFFICE Data NeededREQUIRED:• 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.) 42 42
  43. 43. SUPERMARKET / GROCERY Data NeededREQUIRED: OPTIONAL:• Gross floor area (SF) • # of open or closed• Weekly operating hours refrigeration/freezer cases• # of workers on main shift • # of registers and/or personal computers• 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) 43 43
  44. 44. DORMITORY Data NeededREQUIRED: OPTIONAL:• Gross floor area (SF) • Computer lab on-site (yes• % of floor area cooled or no) (10% increments) • Dining Hall on-site (yes or no)• % of floor area heated (10% increments) 44 44
  45. 45. HOUSE OF WORSHIP Data NeededREQUIRED:• 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 45 45
  46. 46. K-12 SCHOOL Data NeededREQUIRED: OPTIONAL:• Gross floor area (SF) • Months of use• # of personal computers • School District• # 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) 46 46
  47. 47. WAREHOUSE (Non-Refrigerated) Data Needed REQUIRED: OPTIONAL: • Zip Code • Distribution center (yes or no) • 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) 47 47
  48. 48. WAREHOUSE (Refrigerated) Data NeededREQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift 48 48
  49. 49. WASTE WATER TREATMENT PLANTData NeededREQUIRED:• 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) 49 49
  50. 50. 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 accessNOTE:• 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 50 50
  51. 51. SWIMMING POOL (not its own space type)REQUIRED: OPTIONAL:• Swimming pool size • Months of use • Olympic (50 meters by 25 meters) • Recreational (20 yards by 15 yards) • Short Course (25 yards by 20 yards)• Indoor or outdoor 51 51
  52. 52. MULTIFAMILY HOUSING (not its own space type)REQUIRED: OPTIONAL (Not Used for Benchmarking)• Gross floor area (SF) • Total # of units (occupied and unoccupied) • Total # of bedrooms • Maximum # of floors • % of gross floor area that is common space onlyNOTE: • Total # of laundry hook-ups in all unitsThe combined floor area ofmulti-family housing cannot • # of laundry hook-ups in common areaexceed 10% of the total grossfloor area of the building • Total # of dishwashers in the building(excluding parking) for building • % of floor area cooled (in 10% increments)to be eligible for a 1-100 score • % of floor area heated (in 10% increments) • Affordable or market rate 52 52
  53. 53. Data Required For All Facilities and Spaces Designated As “OTHER” REQUIRED: OPTIONAL: • Gross floor area (SF) • # of personal computers • Weekly operating hours • # of workers on main shiftRule of Thumb: All “Other” must be less than 10% of total squarefootage for building to be eligible for a 1-100 ratingExamples 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 53 53
  54. 54. Whole Facilities Defined as “OTHER”Education Lodging •College/University (campus-level) Mall (Strip Mall and Enclosed)Food Sales Public Order and Safety •Convenience Store (with or •Fire Station/Police Station without gas station) ServiceFood Service •Vehicle Repair/Service •Restaurant/Cafeteria • Postal Service •Fast Food Storage/ShippingHealth Care •Self-Storage •Inpatient (Specialty Hospitals, •Distribution/Shipping Center excluding Children’s) Retail •Clinic/Other Outpatient Health •Vehicle DealershipsPublic Assembly Other •Entertainment/Culture •All other types of buildings •Library such as Airplane hangers, •Recreation laboratories, crematoriums, •Social/Meeting etc. 54 54
  55. 55. 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. 55 55
  56. 56. Solutions to Common Portfolio ManagerProblems: Getting an N/A instead of Score Reason Possible Solutions Is one lagging meter holding you back? Less than one full year of Obtain current data or wait till a full year (at energy data least 11 discrete months) is availableLess than 50% of building is Do you have Other or Retail space that defined by one of the main belongs in Office? space types (e.g., Office)More than 10% of building is Compare building to national average EUI defined as Other 56 56
  57. 57. 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 57 57
  58. 58. 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 58 58
  59. 59. Automated Benchmarking ServiceSTEP 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 listSTEP 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 59 59
  60. 60. Customer Information StandardizedRequest (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. 60
  61. 61. 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 61 61
  62. 62. 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 62 62
  63. 63. 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 63 63
  64. 64. 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 64 64
  65. 65. For More Information • http://www.sce.com/ • benchmarking@sce.com • http://www.sdge.com/ • 1-800-644-6133 • benchmarking@semprautilities.com • http://www.socalgas.com/ • 1-800-GAS-2000 • benchmarking@semprautilities.com • http://www.pge.com/ • 1-800-468-4743 • www.pge.com/benchmark • www.energystar.gov • Portfolio Manager www.energystar.gov/benchmark 65
  66. 66. On-demand Portfolio Manager User Support • 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 buildings@energystar.gov 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 66 66
  67. 67. Any additionalquestions? 67 67
  68. 68. Appendix 1: Utility Energy Efficiency Programs 68 68
  69. 69. 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 NeedsUtility Programs Can Help Customers with: – Energy Analysis – Energy Efficiency – Demand Response – Self Generation 69 69
  70. 70. 30 Years of Energy Efficiency SuccessEnergy efficiency programs have helped keep per capitaelectricity consumption in California flat over the past 30years 14,000 12,000 10,000 8,000 KWh 6,000 4,000 2,000 - 1960 1965 1970 1975 1980 1985 1990 1995 2000 US California Western Europe 70 70
  71. 71. Continuous Energy Monitoring 2. Assess Performance1. Benchmark Your Facility Utility provides energy data through ABS Utility Account Manager (AM) can conduct an 2. 1. energy audit and identify improvement opportunities Benchmarking is the key to the process! 3. Set Goals 6. Recognize Achievements and 3. Utility AM can 6. Evaluate and Adjust Plan by help customers benchmarking again identify the next steps 5. 4. 5. Implement Action Plan 4. Create Action Plan Customer receives incentive check Utility AM can help customer identify and project(s) are implemented. and prioritize the best EE measures to implement 71 71
  72. 72. Eligible Commercial Sectors for Rebates andIncentives • 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 72 72
  73. 73. Eligible Commercial Sectors for Rebates andIncentives cont. • Institutional – Healthcare, Libraries, Schools, Colleges and Universities • Agriculture/Construction – Sand, Gravel, Contractors and Growers 73 73
  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 SCEs territory SoCalGas or PG&E offers incentives for gas incentives 74 74
  75. 75. Commercial Energy Efficiency Program(CEEP) 2010 Customized Offerings .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. 75 75
  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 SCEs program. 76 76
  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. 77 77
  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. 78 78
  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 79 79
  80. 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 80
  81. 81. Savings By DesignA statewide program to encourage new high-performancenonresidential 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. 81 81
  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% 82 82
  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. 83 83
  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. 84 84
  85. 85. UtilityENERGY EFFICIENCY PROGRAMS 85
  86. 86. SCE’s Services for New and ExistingCommercial 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 86 86
  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 87 87
  88. 88. SDG&E’s Rebate Qualifying Equipment HVAC Lighting • Air conditioning unit replacement • Fluorescent lamp retrofit • Variable Speed Drive – Fan, Pump • Electronic ballast upgrade • High efficiency packaged DX unit • Metal halide to CFL retrofit • CV to VAV Conversion • Fluorescent delamping • Use evaporative cooling • LED exit lighting • Demand based ventilation • High efficiency signage • Economizer cycle Controls • High efficiency motor retrofit • Equipment timeclocks • Multi-speed motor retrofit • Energy Management System • High efficiency compressor, cooler • Boiler OSA Temperature Reset • Low pressure drop filters • Add occupancy sensors • Reduce over-ventilation • Daylighting Boilers • Demand limiting controller • High efficiency boiler Process/Other • Insulated piping • Garage exhaust fans • Controls for boiler blow down • Install/add roof/wall insulation • Compressed air reduction • Add skylights 88 88
  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. 89 89
  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 SoCalGas must 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 award More information is available at http://www.socalgas.com/business/rebates/ 90 90
  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 91 91
  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/ 92 92
  93. 93. Appendix 2: Portfolio Manager Resources 93 93 93
  94. 94. Hands-On Benchmarking Step byStep Guide for Office and Retail For direct access to the log-in screen of Portfolio Manager:www.energystar.gov/istar/pmpam 94 94
  95. 95. Create an Account 95 95
  96. 96. Create an Account 96 96
  97. 97. Enter your information 97 97
  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: tommy123 Invalid 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 98 98
  99. 99. Continue entering your information 99 99
  100. 100. Finish and click “SAVE PROFILE” 100 100
  101. 101. User created; return to Login Screen 101 101
  102. 102. Enter User Name, Password, then Login 102 102
  103. 103. Review info; skipon next login if desired 103 103
  104. 104. Click link to accessyour portfolio 104 104
  105. 105. Click link to add a property 105 105
  106. 106. Enter Property Type 106 106
  107. 107. Enter Property Type,then click CONTINUE 107 107
  108. 108. Enter General Facility & SPP Info 108 108
  109. 109. Enter General Facility Info 109 109
  110. 110. Scroll down and click SAVE None 110 110
  111. 111. Add New Org and Contact if necessary 111 111
  112. 112. Enter info for New Org 112 112
  113. 113. Enter info, then click SAVE 113 113
  114. 114. Click to Add New Contact 114 114
  115. 115. Add New Contact 115 115
  116. 116. If all info is correct, click DONE First Name Last Name 116 116
  117. 117. Can always edit info; add notes; SAVE None 117 117
  118. 118. Brings you back to Facility Summary 118 118
  119. 119. First you have to Add Space 119 119
  120. 120. Add Space 120 120
  121. 121. Enter the Name, select Space Type 121 121
  122. 122. Enter “General Office” as “Office” type,then CONTINUE 122 122
  123. 123. Prepare to enter data collected 123 123
  124. 124. Enter data for General Office,then SAVE 124 124
  125. 125. Editing a Space 125 125 125
  126. 126. Return to Facility Summary; scroll down… 126 126
  127. 127. See General Officeentered correctly 127 127
  128. 128. Now add your next space… 128 128
  129. 129. Enter “Overtime Air Tenant” as “Office”type, then CONTINUE 129 129
  130. 130. Enter data for Overtime Air Tenant, then SAVE 130 130
  131. 131. Verify Overtime Air Tenant entry,then Add Space 131 131
  132. 132. Enter “Data Center” as “Data Center” type,then CONTINUE 132 132
  133. 133. Enter Data Center data,then scroll down… 133 133
  134. 134. …and hit SAVE to continue 134 134
  135. 135. Verify Data Center, then Add Space 135 135
  136. 136. Enter “Vacancy” as “Office” space type,then CONTINUE 136 136
  137. 137. Enter data for Vacancy, then SAVE 137 137
  138. 138. Verify Vacancy entry,then Add Space 138 138
  139. 139. Enter “Parking” as “Parking” space type, thenCONTINUE 139 139
  140. 140. Enter data for Parking, then SAVE 140 140
  141. 141. Verify Parking entry,then continue by adding first meter 141 141
  142. 142. Begin by entering first meter.NOTE: Depending on utility, using ABS may requirenaming 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 142 142
  143. 143. Enter “1123456789” for theelectric meter, then clickSAVE 143 143
  144. 144. “What do I enter and/or select if I plan to use ABS rather than entering data manually?” 144 144
  145. 145. If you plan to use ABS, select“Do Not Add Meter Entries” 145 145
  146. 146. “What do I enter and/or select if I want to enter data manually?” 146 146
  147. 147. Enter # of Meter Entries to Add andStart Date, then click CONTINUE 147 147
  148. 148. Input form is automatically generated for you toenter meter infoNOTE: ABS users would not see this screen 148 148
  149. 149. Enter Energy Use per month and Cost if desired); then click SAVE 149 149
  150. 150. Returns to Facility Summary;scroll down… 150 150
  151. 151. Verify the electricity meter,then Add Meter 151 151
  152. 152. Enter “2123456789” for the gas meter, then click SAVE152 152
  153. 153. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 153 153
  154. 154. Enter Energy Use per month(and Cost if desired); then click SAVE 154 154
  155. 155. Returns to Facility Summary;scroll down… 155 155
  156. 156. Verify second meter…then scroll back up to seeENERGY STAR rating(Could also enter Water Meter data if desired) 156 156
  157. 157. ENERGY STAR rating… 157 157
  158. 158. 158 158
  159. 159. Hands-On BenchmarkingBenchmarking a Retail Building 159 159
  160. 160. Click link to add another property 160 160
  161. 161. Enter Property Type 161 161
  162. 162. Enter Property Type,then click CONTINUE 162 162
  163. 163. Enter General Facility & SPP Info 163 163
  164. 164. Enter General Facility Info None 164 164
  165. 165. Scroll down and click SAVE None 165 165
  166. 166. Add New Org and Contact if necessary 166 166
  167. 167. Enter info for New Org 167 167
  168. 168. Enter info, then click SAVE 168 168
  169. 169. Click to Add New Contact 169 169
  170. 170. Add New Contact 170 170
  171. 171. If all info is correct, click DONEFirst Name, Last Name 171 171
  172. 172. Can always edit info; add notes; SAVE None 172 172
  173. 173. Brings you back to Facility Summary 173 173
  174. 174. First you have to Add Space 174 174
  175. 175. Add Space 175 175
  176. 176. Enter the Name, select Space Type 176 176
  177. 177. Enter “Retail Store” as “Retail” type,then CONTINUE 177 177
  178. 178. Prepare to enter the datacollected 178 178
  179. 179. Enter data for Retail Store,then SAVE 179 179
  180. 180. Return to Facility Summary; scroll down… 180 180
  181. 181. See Retail Store entered correctly 181 181
  182. 182. Now add your next space… 182 182
  183. 183. Enter “Parking” as “Parking” type, thenCONTINUE 183 183
  184. 184. Enter data for Parking, then SAVE 184 184
  185. 185. Enter data for Parking, then SAVE 185 185
  186. 186. Verify Parking entry, then continue by entering thefirst meter 186 186
  187. 187. Begin by entering first meter.NOTE: Depending on utility, using ABS may requirenaming 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 187 187
  188. 188. Enter “1123456789” for theelectric meter, then clickSAVE 188 188
  189. 189. Adding Energy Meters (Manual or ABS) 189 189 189
  190. 190. Multiple Energy TypesMore than one energy type Add New Meter for each energy type Examples:Energy Type UnitsNatural Gas Ccf, cf, kBtu, kcf, MBtu, Mcf, thermsFuel Oil #2 Gallons, kBtu, MbtuDistrict Steam kBtu, kLbs, MBtu, MLbs, pounds, therms (100KBTU) 190 190 190
  191. 191. “What do I enter and/or select if I plan to use ABS rather than entering data manually?” 191 191
  192. 192. If you plan to use ABS, select“Do Not Add Meter Entries” 192 192
  193. 193. “What do I enter and/or select if I want to enter data manually?” 193 193
  194. 194. Enter # of Meter Entries to Add andStart Date, then click CONTINUE 194 194
  195. 195. Input form is automatically generated foryou to enter meter infoNOTE: ABS users would not see this screen 195 195
  196. 196. Enter Energy Use per month and Cost if desired); then click SAVE 196 196
  197. 197. Returns to Facility Summary;scroll down… 197 197
  198. 198. Verify the electricity meter,then Add Meter 198 198
  199. 199. Enter “2123456789” for the gas meter, then click SAVE199 199
  200. 200. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 200 200
  201. 201. Enter Energy Use per month(and Cost if desired); then click SAVE 201 201
  202. 202. Returns to Facility Summary;scroll down… 202 202
  203. 203. Verify second meter…then scroll back up to seeENERGY STAR rating(Could also enter Water Meter data if desired) 203 203
  204. 204. “What do I enter and/or select if I want to use ABS rather than entering data manually?” 204 204
  205. 205. Let’s reviewAutomated Benchmarking… 205 205 205
  206. 206. 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 206 206
  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 207 207
  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 listSTEP 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 208 208
  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 209 209
  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 210 210
  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 211 211 211
  212. 212. Automated Benchmarking - SDG&ESelect “San Diego Gas and Electric” from the drop-downmenu under “Option 1: Select Your Current Provider”: 212 212
  213. 213. Automated BenchmarkingRead the Terms of Use and check the box “I agree to myprovider’s Terms of Use”: 213 213
  214. 214. Automated BenchmarkingSelect the appropriate “Level of Access” and press “Continue”: 214 214
  215. 215. Automated BenchmarkingCheckmark the box(es) next to the building(s) and the meter(s)you want data uploaded for. Select “Continue”. 215 215
  216. 216. ABS Authorization Data for SDG&E Account number, meter ID, and zip code - Required data for each authorization 216 216 216
  217. 217. Automated BenchmarkingYou should now be back to the main ABS Console Screen: 217 217
  218. 218. Automated Benchmarking – SDG&ESDG&E: Up to 36 months of energy data will be uploaded to yourPortfolio Manager account within one day. You will then be able to viewyour score under “Current Rating” in the Facility Performance box: 218 218 218
  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 219 219 219
  220. 220. ABS Authorization Data for SCG Account number, meter ID, and zip code - Required once for each authorization 220 220 220
  221. 221. Automated Benchmarking - SCGSCG: Up to 36 months of energy data will be uploaded to your PortfolioManager account within one day. You will then be able to view yourscore under “Current Rating” in the Facility Performance box: 221 221 221
  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 Number www.sce.com/business/energy-solutions/portfoliomanager 222* In some cases, SCE customers must also authorize gas utility to complete ABS process 222 222
  223. 223. ABS Authorization Data for SCE 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 223 223 223
  224. 224. Automated Benchmarking - SCESCE: 12 months of energy data will be uploaded to your PortfolioManager account within two days. You will then be able to view yourscore under “Current Rating” in the Facility Performance box: 224 224 224
  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 225 225
  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 226 226 226
  227. 227. Automated Benchmarking – PG&EPG&E: Energy data as far back as 2003 will be uploaded to yourPortfolio Manager account within one day. You will then be able to viewyour score under “Current Rating” in the Facility Performance box: 227 227 227
  228. 228. Working withPortfolio Manager Data 228 228 228
  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 229 229 229
  230. 230. Portfolio Manager Reports (cont’d) 230 230 230
  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 231 231 231
  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 232 232 232
  233. 233. Setting EnergyPerformance Targets 233 233 233
  234. 234. 234234 234
  235. 235. 235235 235
  236. 236. 236236 236
  237. 237. 237237 237
  238. 238. 238238 238
  239. 239. 239239 239
  240. 240. 240240 240
  241. 241. Generating theStatement of Energy Performance and Data Checklist 241 241 241
  242. 242. 242242 242
  243. 243. 243243 243
  244. 244. Applying for the ENERGY STAR Label Enter facility data Energy Explore opportunities and at least one year Performance < 75 to improve energy of energy use data Rating efficiency > = 75 Generate Statement of Energy Performance & Data Checklist Have P.E . or Registered Submit Signed Architect verify Data Letter of Checklist and Indoor Agreement, PE- Environmental Quality stamped/signed • Thermal Comfort SEP, PE-signed • IAQ Analysis Data Checklist • Lighting Levels Adapted from “Benchmarking State Buildings,” Karen Herter, Heschong-Mahone Group (HMG) & Mike Langley, Dept. of General Services (DGS), 8 April 2008 244 244
  245. 245. 245245 245
  246. 246. Applying for the ENERGY STAR LabelStatement of Energy Performance ENERGY STAR Data Checklist for Commercial Buildings 246 246 246
  247. 247. Link to Frequently Asked Questions: http://portfoliomanager.custhelp.com/ Ex: “Why can’t I get a rating?” 247 247 247
  248. 248. https://www.energystar.gov/istar/pmpam/help/Warning_Messages.htm 248 248 248
  249. 249. If you have questions in Portfolio Manager Go to Frequently Asked Questions: Or Select from the top of any Portfolio Manager screen 249 249 Email: Buildings@ENERGYSTAR.gov 249
  250. 250. Maintaining an accurate rating 250 250
  251. 251. 251251 251

×