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THE ASHRAE
BUILDING ENERGY
LABELING PROGRAM
William P. Bahnfleth, PhD, PE, FASHRAE, FASME
The Pennsylvania State University

ASHRAE Illinois Chapter
December 11, 2012
11 Dec 2012                  ASHRAE Illinois Chapter




Outline
• Background
• ASHRAE’s Labeling Program –Overview
• In-Operation bEQ Details
• bEQ and Certification
• Relationship of bEQ to Other Programs
• Program Implementation
• Current Status
• Summary
• Further Information
11 Dec 2012   ASHRAE Illinois Chapter




 Background
11 Dec 2012                                    ASHRAE Illinois Chapter




Labeling = Energy Certification
    • Description of energy use characteristics
    • Information for prospective users concerning efficiency
    • Options for improvement




              L. Pérez-Lombard, et al. 2009. Energy and Buildings 41: 272-278.
11 Dec 2012                    ASHRAE Illinois Chapter




Objectives/Benefits of Labeling
• Promote energy
  efficiency in real estate
  market
• Identify buildings with
  good performance for
  potential tenants/buyers
• Identify energy efficiency
  measures
• Support regulation of
  building efficiency
• Add to building
  performance database
11 Dec 2012                  ASHRAE Illinois Chapter




Why is ASHRAE getting involved?
• Technical capability
• Experience as a consensus standards developer
• Growing emphasis on building performance
• Energy certification is being implemented worldwide—
  ASHRAE’s global influence supports consistent standards
11 Dec 2012                    ASHRAE Illinois Chapter




Other Building Rating Efforts
• International - EU, Singapore, Canada…
• U.S.:
   • EPA ENERGY STAR
   • DOE asset rating (under development)
   • USGBC LEED
   • GBI Green Globes – Sustainability rating
   • BOMA 360 – Energy is one of six O&M-focused criteria
   • State disclosure programs– California, New York, DC…
11 Dec 2012                                                 ASHRAE Illinois Chapter




 Status of US Disclosure Programs




Source: Institute for Market Transformation http://www.imt.org/performance-policy/us-policies updated 11/12
11 Dec 2012                                                 ASHRAE Illinois Chapter




 Coverage of Current Disclosure Policies




                 Floor area, ft2                                                 # of Buildings


Source: Institute for Market Transformation http://www.imt.org/performance-policy/us-policies updated 11/12
11 Dec 2012                          ASHRAE Illinois Chapter




Why Should Professionals & Owners Care?
• Professionals
  • An additional service for consulting firms and others
  • Required certifications demonstrate competency
• Owners
  • Benchmarking
  • Participation enhances a company’s image reputation
  • Economic benefit of improving design and operation
  • Potential for mandatory labeling and related requirements in future
11 Dec 2012                    ASHRAE Illinois Chapter




Key Issues
• Modeled or measured (new/existing)
• Performance index
• Energy labeling scale
• Energy modeling/measurement method
• Information gathering requirements (what, by whom)
• Identification of energy efficiency measures
• Communication: (label, dashboard, certificate, workbook)
• Implementation: voluntary vs. mandatory
11 Dec 2012        ASHRAE Illinois Chapter




 ASHRAE’s Labeling Program - Overview
11 Dec 2012                        ASHRAE Illinois Chapter




“Building Energy Quotient” (bEQ)
• “As Designed” rating
   • New or existing building
   • Based on components specified in design
   • Rates quality of building design
   • Based on energy model by certified modeler (BEMP)
• “In Operation” rating
   • Existing buildings
   • Based on measured energy use
   • Rates combined effect of design and operation
   • Requires 12-18 months of operation for new buildings
   • Includes ASHRAE Level 1 audit by certified assessor (BEAP)
11 Dec 2012                     ASHRAE Illinois Chapter




Performance Index
• What is measured?
  • Site energy
  • Source energy
  • On-site renewables
  • Emissions
• What is the reference case?
  • Occupancy
  • Climate zone
  • ???
11 Dec 2012                     ASHRAE Illinois Chapter




ASHRAE’s Index
• Normalized Source
  Energy Use Intensity
   • Modeled (As Designed) or
     measured (In Operation)
     energy per unit of area
   • Represent as % of
     modeled or calculated
     reference value
11 Dec 2012                        ASHRAE Illinois Chapter




As Designed bEQ
• EUIAs-Built
  • Source energy use of actual building design computed using
    standard occupancy and operational schedules
  • Site-source conversion based on typical conversion factors


• EUIStandard
  • Representative middle-of-distribution performance


                             EUI As − Built
                =
              bEQAs Designed                ⋅100
                             EUI Standard
11 Dec 2012                         ASHRAE Illinois Chapter




In Operation bEQ
• EUIMeasured
  • Measured energy use intensity


• EUIMedian
  • Median measured energy use for similar type, climate




                                 EUI Measured
                   =
                 bEQIn Operation              ⋅100
                                 EUI Median
11 Dec 2012                        ASHRAE Illinois Chapter



As Designed & In Operation Rating
Coordination?
• Ideally, could compare asset and operational rating


• However...
  • Modeling for asset rating based on standardized assumptions
  • In Operation rating reflects behavior of real occupants, may
    included loads not modeled in asset rating


• Modeling rules need to achieve ~ median EUI for real
  buildings
11 Dec 2012                              ASHRAE Illinois Chapter




  Rating Scale Approaches
   Statistical                                      Technical Potential




Compare value to mean of actual distribution      Compare to what is possible,
                                                  practical, typical as defined by codes

   Technical potential scales can rate performance that falls outside the current
   distribution, like net zero or net positive buildings
11 Dec 2012           ASHRAE Illinois Chapter




Technical Potential vs. Statistical Scale
11 Dec 2012                             ASHRAE Illinois Chapter




 Communication – bEQ Scales
      Rating Scale        Rating                       Description
  Original     Revised                     Original                    Revised
      ≤0          ≤0         A+       Net-Zero Energy              Zero Net Energy
    1-25         1-25        A        High Performance             High Performance
   26-50        26-55        A-          Very Good                    Very Good
   51-75        56-85        B              Good                       Efficient
   76-100      86-115        C               Fair                      Average
  101-125      116-145       D               Poor                     Inefficient
    >125        >145         F          Unsatisfactory              Unsatisfactory


Original descriptions and scale ranges have been adjusted based on pilot results.
11 Dec 2012                             ASHRAE Illinois Chapter




Communication - bEQ Labels




      Same label format and scale for “As Designed” and “In Operation”
11 Dec 2012                                                                     ASHRAE Illinois Chapter




Communication – bEQ Dashboard
                                            Building Energy Quotient Dashboard
                                            EXAMPLE BUILDING                                  BUILDING TYPE: Office
                                            000 MAIN STREET                                ASSESSMENT YEAR: 2010
                                            ANYTOWN, ST 00000


                                                 As Designed              BEST               In Operation

                                                                                  A+
                 Buildng Gross Square
                       Footage
                                                                           0           Net Zero Energy
                                                                                                                         Buildng Gross Square
                                                                                                                               Footage

               Original Consruction Date                                                                               Original Consruction Date
                                                                                  A
               Major Renovation Dates                                                                                  Major Renovation Dates
                                                                           25

                Total Modeled Building                                                                                  Total Measured Building
                                                                                  A-
                  Energy Use (kBtu)                                                                                       Energy Use (kBtu)
                                                                           55
                Renewable Energy kBtu                                                                                   Renewable Energy kBtu
                 Renewable Energy %                                                                                      Renewable Energy %

                   Modeled Site EUI                                               B                                       Measured Site EUI
                             2
                     (kBtu/ft -yr)                        As Designed
                                                                           85                                                        2
                                                                                                                             (kBtu/ft -yr)

                 Modeled Source EUI                                                                                      Measured Source EUI
                             2                                                                                                       2
                     (kBtu/ft -yr)                                                                                           (kBtu/ft -yr)

                     Modeled ECI
                                                                Typical    100    C         Median
                                                                                                                            Measured ECI
                       ($/ft2 -yr)                                        115                                                  ($/ft2 -yr)




                                                                                  D
              Previous As Designed Rating                                                                             Previous In Operation Rating
                        Scores                                            145                                                    Scores

                   ENERGY STAR                                                                                             ENERGY STAR
                    Target Finder                                                                                          Portfolio Manager
                                                                                  F
              Other Ratings Awarded                                                                                     Other Ratings Awarded



                                                                          WORST
11 Dec 2012                   ASHRAE Illinois Chapter




Communication – bEQ Certificate
• More detailed documentation including,
  • Site/source use by energy source type
  • Electric demand
  • Energy cost
  • Emissions
  • Energy saving features
  • Subsystem energy use
  • IEQ compliance
  • …
11 Dec 2012       ASHRAE Illinois Chapter




bEQ Certificate
11 Dec 2012              ASHRAE Illinois Chapter




Communication- Workbook
• Detailed data and
  analysis that is the
  basis of the rating
• Completed by the
  professional
• Submitted
  electronically to
  ASHRAE for rating
11 Dec 2012       ASHRAE Illinois Chapter




 In-Operation bEQ Details
11 Dec 2012                     ASHRAE Illinois Chapter




Process
• Owner retains BEAP certified assessor, pays assessor
    directly based on negotiated fees
•   Owner pays $500 registration fee to ASHRAE
•   Assessor performs audit (“level 1 +”) and completes forms
    (Excel spreadsheet)
•   Forms are uploaded to ASHRAE web site together with
    signed Terms and Conditions form
•   Submittal is reviewed/approved by bEQ Committee
•   Complaint procedure for disputed ratings
11 Dec 2012      ASHRAE Illinois Chapter




Workbook – Terms and Conditions
11 Dec 2012                ASHRAE Illinois Chapter




Form 1 - Building Characteristics
• Building contact
  person
• Year of construction
• Area, floors
• Brief description
• Renovation history
• Commissioning history
• On-site renewables
• Design and operational
  credentials
11 Dec 2012       ASHRAE Illinois Chapter




Form 2 – Energy Calculations
11 Dec 2012              ASHRAE Illinois Chapter




Form 3 – IEQ Screening
• Confirm that IEQ has
  not been compromised
  by pursuit of energy
  efficiency
• Measurements on
  identified areas
• Optional survey
• Comfort
• Lighting
• Ventilation
11 Dec 2012                ASHRAE Illinois Chapter



Form 4 – Suggestions for Additional
Energy Savings
• Envelope
• Lighting
• HVAC
• Utility Operation
• Based on judgment of
  assessor
• Include rough cost and
  payback estimate
11 Dec 2012                 ASHRAE Illinois Chapter




Form 5 – Energy End-Use Breakdown
• Optional, if data is
  available
• Assessor fills in table
  and pie chart is
  generated
  automatically
11 Dec 2012        ASHRAE Illinois Chapter




 bEQ and Certification
11 Dec 2012                           ASHRAE Illinois Chapter




Required Certifications
• As Designed rating – Building Energy Modeling
  Professional (BEMP)
• In Operation rating – Building Energy Assessment
  Professional (BEAP)
• ASHRAE Certification information web page
   http://www.ashrae.org/education--certification/certification
   ASHRAE certifications require
   • Combination of education and experience
   • Mastery of specified body of knowledge (pass exam)
   • Periodic renewal
11 Dec 2012                    ASHRAE Illinois Chapter




Building Energy Modeling Professional
• Certify ability to:
  • evaluate and choose
  • use and calibrate
  • interpret the results of
  energy modeling software
  applied to new and
  existing buildings
• >200 certified since start of
  program in 2010
• Certificants from US,
  Brazil, Canada, India,
  Ireland, Turkey
11 Dec 2012                              ASHRAE Illinois Chapter




Building Energy Assessment Professional
• Certify ability to audit and analyze
  residential, commercial, and
  industrial buildings, including:
   • determining project scope
   •  collecting data
   • analyzing building performance
   • interpreting results
   • evaluating alternatives
   • recommending energy conservation
     measures
   • assisting with ECM implementation
• >100 certified since start of
  program in Feb. 2011
• Certificants from US, Argentina,
  Puerto Rico
11 Dec 2012         ASHRAE Illinois Chapter




Find certified individuals at ASHRAE web
11 Dec 2012       ASHRAE Illinois Chapter




Illinois BEAP & BEMP Certifications
11 Dec 2012       ASHRAE Illinois Chapter




 bEQ vis a vis Other Programs
11 Dec 2012                               ASHRAE Illinois Chapter




Europe
• Directive 2002/91/EC On the energy performance of buildings
• Standard EN 15217 Energy performance of buildings—
  methods for expressing energy performance and for energy
  certification of buildings (2007)
• Explicit effort to learn from EU experience




              Austria   England & Wales        Greece               Italy
11 Dec 2012                                             ASHRAE Illinois Chapter




ENERGY STAR (US EPA)
   • Statistical rating – recognizes top 25% of buildings of similar type
   • Pass/no-pass
   • Awarded to ~9000 buildings of ~120,000 evaluated 1999 - 2009
   • Based on 2003 CBECS data most ENERGY STAR buildings would
     receive a “B” or better bEQ

      Type                    25%        50%       bEQ Grade              Description
      Retail                  64         128       50        A-           Very Good
      Office-Mixed            108        167       65        B            Efficient
      Hospital                378        414       91        C            Average
      Dormitory               92         116       79        B            Average
      Median                  --         --        64        B            Efficient

       Based on data from Energy Performance Measurement Institute http://epminst.us
0
                                                                                                                                                                                                                                                                       100




                                                                                                                                                                       25
                                                                                                                                                                                                                             50
                                                                                                                                                                                                                                  75
                                                                                                                                                                                                                                                                                                                                                                                        11 Dec 2012




                                                                                                            Refrigerated Warehouse
                                                                                                                               Vacant
                                                                                                       Vehicle storage/maintenance
                                                                                                              Entertainment/Culture
                                                                                                       Non-Refrigerated Warehouse
                                                                                                                       Other Lodging
                                                                                                                         Repair Shop
                                                                                                                         Other Retail
                                                                                                              Other (all other types)




                                                                                                                                         A "High Performance" (1-25)
                                                                                                      Retail Stores (non-mall stores)
                                                                                                        Distribution/Shipping Center
                                                                                                        Vehicle Repair/Service Shop




                                                                                                                                                                            A- "Very Good" (26-55)
                                                                                                                Restaurant/Cafeteria
                                                                                                                          Recreation
                                                                                                                            Fast Food
                                                                                                                         Self-storage
                                                                                                     Medical Office (non-diagnostic)
                                                                                                Convenience store (with Gas Station)
                                                                                                                  Preschool/Daycare
                                                                                                                         Other Office
                                                                                                          Medical Office (diagnostic)
                                                                                                                       Other Service
                                                                                                                   Religious Worship
                                                                                             Convenience store (without Gas Station)
                                                                                                                  Other Food Service
                                                                                                                                                                                                                                   Median, 64




                                                                                                                              Library
                                                                                                                   Mixed-Use Office
                                                                                                                      Social/Meeting
                                                                                                      Clinic/Other Outpatient Health
                                                                                                                          Laboratory
                                                                                                          Elementary/Middle School
                                                                                                          Bank / Financial Institution
                                                                                                    Vehicle Dealerships/Showrooms
                                                                                                  Administrative/Professional Office
                                                                                                           Post Office/Postal Center
                                                                                                                                                                                                     B "Efficient" (56-85)




                                                                                                                            Strip Mall
                                                                                                         Other Classroom Education
                                                                                                                                                                                                                                                                                                                                                                                        ASHRAE Illinois Chapter




                                                                                                                         Motel or Inn
                                                                                                         Grocery Store/Food Market
                                                                                                                 Government Office
                                                                                                                                Hotel
                                                                                                      Dormitory/Fraternity/Sorority
                                                                                                                    Other Food Sales
                                                                                                      Nursing Home, Assisted Living
                                                                                                           Fire Station/Police Station
                                                                                                                         High School
                                                                                                                                                                                                                                                                         bEQ differentiates more – all 75 ENERGY STAR, but four bEQ levels




                                                                                                              Other Public Assembly
                                                                                                                         Courthouse
                                                                                                                                                                                                                                                C "Average" (86-115)




Based on 2003 CBECS analysis by Energy Performance Measurement Institute http://epminst.us




                                                                                                                       Enclosed Mall
                                                                                                           Hospital/Inpatient Health
                                                                                                                                                                                                                                                                                                                                             In Operation bEQ for Minimum ENERGY STAR
11 Dec 2012                              ASHRAE Illinois Chapter




Effect of Distribution Shape - Example
Two hypothetical building types with normal distributions
of EUI: same mean, different standard deviation
11 Dec 2012                                                      ASHRAE Illinois Chapter




Effect of Distribution Shape – 2003 CBECS
Minimum ENERGY STAR EUI varies from 15% to 91% of median
                         250

                         200
 Percent of Median EUI




                         150
                                   75 Energy Star                                      Refrigerated Warehouse

                         100                                                           Medical Office (diagnostic)
                                                                                       Hotel
                          50                                                           Hospital/Inpatient Health


                           0
                               0        25          50         75          100
                                     Percentile of Building Type EUI

Based on 2003 CBECS analysis by Energy Performance Measurement Institute http://epminst.us
11 Dec 2012                             ASHRAE Illinois Chapter




LEED (USGBC)
• 110 point scale covering site, water, energy/atmosphere,
  materials/resources, IEQ, innovation/design process
• 40 points for minimum “certified” rating, 50/60/80 for
  silver/gold/platinum

• New Construction
  • Prerequisite 10% better than ASHRAE 90.1-2007
  • Energy efficiency: 1 – 19 points for exceeding ASHRAE 90.1 by 12 to 48%
  • “technical potential” basis


• Existing Buildings
  • Prerequisite 69 ENERGY STAR equivalent
  • Energy efficiency 1 – 18 points for ENERGY STAR equivalent 71 – 95
  • “statistical” basis


• bEQ could serve as a consistent energy rating method for both
11 Dec 2012                            ASHRAE Illinois Chapter




US Department of Energy Asset Rating
• “Asset” rating = as-designed
• In development - source energy calculated from national
  conversion factors like Portfolio Manager
• Technical performance scale
• Asset rating tool
   • User enters data, does not perform simulation
   • Multiple levels of input detail
   • Simulation and report generated without user intervention
• Free/cheap – two levels of rating
• Too early to judge impact on bEQ – early discussions
  about complementary relationship…we’ll see
• Soliciting partners for pilot, ASHRAE is enrolled
11 Dec 2012                                              ASHRAE Illinois Chapter




   DOE Calculation Method




Source: Commercial Building Energy Asset Rating Pilot Project Information Session , March 2012, Nora Wang & Cody Taylor
11 Dec 2012      ASHRAE Illinois Chapter




 Program Implementation
11 Dec 2012                                                                                                                ASHRAE Illinois Chapter




bEQ Development Plan
                                                                                                     bEQ Program - Rollout Schedule


   2009                                               2010                                                                                 2011                                                                    2012
Nov Dec Jan         Feb       Mar Apr       May Jun     Jul    Aug Sep       Oct    Nov Dec Jan         Feb       Mar Apr        May Jun     Jul    Aug Sep       Oct    Nov Dec Jan       Feb       Mar Apr       May Jun       Jul       Aug Sep

            ASHRAE Labeling Program Kick-off
                              Pilot Buildings Selected

            Modeling certification available


            In Operation Pilot Period


                                                                                                                         As Designed Pilot Period


                                                                                                Assessor Certification Available


                                                                                                                                                                                                     In Operation Rating Launched




  11   12       1         2       3     4      5       6   7     8       9     10     11   12       1         2      3       4      5       6   7     8       9     10     11   12     1         2       3     4      5      6         7     8       9
  2009                                                2010                                                                                 2011                                                                    2012
11 Dec 2012        ASHRAE Illinois Chapter




 In Operation Rating Pilot
11 Dec 2012                         ASHRAE Illinois Chapter




In Operation Pilot
• Rated 21high profile buildings around the U.S.–from some
  of the largest private and public landlords
• Building characteristics
   • Mostly office buildings, pre-1900 to post-2005, median 1985
   • <100,000 sf to >1,000,000 sf
   • DOE climate zones 2 – 6
   • Most ENERGY STAR rated
• Provisional assessors
  (pre-BEAP)
11 Dec 2012          ASHRAE Illinois Chapter



Major Participants
11 Dec 2012                     ASHRAE Illinois Chapter




In Operation Pilot Findings
• Most good buildings will get a grade of “B” – some better,
    some worse (Pilot: 5 A-, 14 B, 2 C using adjusted scale)
•   Energy savings opportunities seen as most beneficial
    aspect of program
•   Occupant surveys were not accepted in the marketplace
•   Typical professional hours 35-40 for ratings
•   Building personnel need to be engaged
11 Dec 2012                           ASHRAE Illinois Chapter




Issues from In Operation Rating Pilot
• Need to maintain differentiation from ENERGY STAR and
  other alternative programs to secure marketplace niche
• Costs for obtaining labels
• Extending rating normalization to additional building types
• Reaction of owners to less than stellar ratings?
   • Scale was adjusted based on pilot results
   • Nine of twenty-one pilot buildings requested labels: 4 A- rated
     buildings and 5 B rated buildings
11 Dec 2012       ASHRAE Illinois Chapter




 As Designed Rating Pilot
11 Dec 2012                     ASHRAE Illinois Chapter




Issues/Approach
• Compare model of actual building with reference building
  • Modeling rules for schedules, plug loads, etc.?
  • What is the baseline?
  • What is the significance of modeler effect?
• To maximize ability to compare with operational rating
  (CBECS-based for US) use DOE Benchmark Building
  models for small, medium, large office buildings with
  ASHRAE Standard 90.1-1989 equipment efficiencies
• To investigate modeler effect, each pilot building will be
  modeled by 2-3 BEMPs
11 Dec 2012       ASHRAE Illinois Chapter




 Current Status
11 Dec 2012                          ASHRAE Illinois Chapter




As of November 2012
• In-Operation Rating
  • Launched in March 2012
  • Four submissions to date, one awarded, two pending
  • First labeled building: Philadelphia Navy Yard Building 101


• As-Designed Rating
  • Pilot still underway
  • Goal of roll-out in early 2013
11 Dec 2012   ASHRAE Illinois Chapter




 Summary
11 Dec 2012                         ASHRAE Illinois Chapter




Summary
• ASHRAE’s bEQ labelling program...
  • is essentially a voluntary certification program
  • is a technical potential method that draws on successful features of
    other US and European building certifications
  • complements or could complent other green building rating
    systems and energy certification programs
  • can be a tool to stimulate adoption of high performance building
    techniques
• In Operation rating launched in March 2012
• As Designed rating launch expected in early 2013
11 Dec 2012                              ASHRAE Illinois Chapter




Further Information
• ASHRAE bEQ web site: http://www.buildingenergyquotient.org/

• Technical Questions: info@buildingenergyquotient.org

• ASHRAE Staff: Lilas Pratt – Manager, Special Projects
  Phone: 678-539-1193         Email: lpratt@ashrae.org

• ASHRAE bEQ Committee:
   • Amy Musser, Chair amy@vandemusser.com


• Background
  • Pérez-Lombard, L., J. Ortiz, R. Gonález, I. Maestre. 2009. A review of
    benchmarking, rating and labelling concepts within the framework of building
    energy certification schemes. Energy and Buildings 41: 272-278.

• Bill Bahnfleth wbahnfleth@psu.edu
11 Dec 2012   ASHRAE Illinois Chapter

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The ASHRAE Building Energy Labeling Program

  • 1. THE ASHRAE BUILDING ENERGY LABELING PROGRAM William P. Bahnfleth, PhD, PE, FASHRAE, FASME The Pennsylvania State University ASHRAE Illinois Chapter December 11, 2012
  • 2. 11 Dec 2012 ASHRAE Illinois Chapter Outline • Background • ASHRAE’s Labeling Program –Overview • In-Operation bEQ Details • bEQ and Certification • Relationship of bEQ to Other Programs • Program Implementation • Current Status • Summary • Further Information
  • 3. 11 Dec 2012 ASHRAE Illinois Chapter Background
  • 4. 11 Dec 2012 ASHRAE Illinois Chapter Labeling = Energy Certification • Description of energy use characteristics • Information for prospective users concerning efficiency • Options for improvement L. Pérez-Lombard, et al. 2009. Energy and Buildings 41: 272-278.
  • 5. 11 Dec 2012 ASHRAE Illinois Chapter Objectives/Benefits of Labeling • Promote energy efficiency in real estate market • Identify buildings with good performance for potential tenants/buyers • Identify energy efficiency measures • Support regulation of building efficiency • Add to building performance database
  • 6. 11 Dec 2012 ASHRAE Illinois Chapter Why is ASHRAE getting involved? • Technical capability • Experience as a consensus standards developer • Growing emphasis on building performance • Energy certification is being implemented worldwide— ASHRAE’s global influence supports consistent standards
  • 7. 11 Dec 2012 ASHRAE Illinois Chapter Other Building Rating Efforts • International - EU, Singapore, Canada… • U.S.: • EPA ENERGY STAR • DOE asset rating (under development) • USGBC LEED • GBI Green Globes – Sustainability rating • BOMA 360 – Energy is one of six O&M-focused criteria • State disclosure programs– California, New York, DC…
  • 8. 11 Dec 2012 ASHRAE Illinois Chapter Status of US Disclosure Programs Source: Institute for Market Transformation http://www.imt.org/performance-policy/us-policies updated 11/12
  • 9. 11 Dec 2012 ASHRAE Illinois Chapter Coverage of Current Disclosure Policies Floor area, ft2 # of Buildings Source: Institute for Market Transformation http://www.imt.org/performance-policy/us-policies updated 11/12
  • 10. 11 Dec 2012 ASHRAE Illinois Chapter Why Should Professionals & Owners Care? • Professionals • An additional service for consulting firms and others • Required certifications demonstrate competency • Owners • Benchmarking • Participation enhances a company’s image reputation • Economic benefit of improving design and operation • Potential for mandatory labeling and related requirements in future
  • 11. 11 Dec 2012 ASHRAE Illinois Chapter Key Issues • Modeled or measured (new/existing) • Performance index • Energy labeling scale • Energy modeling/measurement method • Information gathering requirements (what, by whom) • Identification of energy efficiency measures • Communication: (label, dashboard, certificate, workbook) • Implementation: voluntary vs. mandatory
  • 12. 11 Dec 2012 ASHRAE Illinois Chapter ASHRAE’s Labeling Program - Overview
  • 13. 11 Dec 2012 ASHRAE Illinois Chapter “Building Energy Quotient” (bEQ) • “As Designed” rating • New or existing building • Based on components specified in design • Rates quality of building design • Based on energy model by certified modeler (BEMP) • “In Operation” rating • Existing buildings • Based on measured energy use • Rates combined effect of design and operation • Requires 12-18 months of operation for new buildings • Includes ASHRAE Level 1 audit by certified assessor (BEAP)
  • 14. 11 Dec 2012 ASHRAE Illinois Chapter Performance Index • What is measured? • Site energy • Source energy • On-site renewables • Emissions • What is the reference case? • Occupancy • Climate zone • ???
  • 15. 11 Dec 2012 ASHRAE Illinois Chapter ASHRAE’s Index • Normalized Source Energy Use Intensity • Modeled (As Designed) or measured (In Operation) energy per unit of area • Represent as % of modeled or calculated reference value
  • 16. 11 Dec 2012 ASHRAE Illinois Chapter As Designed bEQ • EUIAs-Built • Source energy use of actual building design computed using standard occupancy and operational schedules • Site-source conversion based on typical conversion factors • EUIStandard • Representative middle-of-distribution performance EUI As − Built = bEQAs Designed ⋅100 EUI Standard
  • 17. 11 Dec 2012 ASHRAE Illinois Chapter In Operation bEQ • EUIMeasured • Measured energy use intensity • EUIMedian • Median measured energy use for similar type, climate EUI Measured = bEQIn Operation ⋅100 EUI Median
  • 18. 11 Dec 2012 ASHRAE Illinois Chapter As Designed & In Operation Rating Coordination? • Ideally, could compare asset and operational rating • However... • Modeling for asset rating based on standardized assumptions • In Operation rating reflects behavior of real occupants, may included loads not modeled in asset rating • Modeling rules need to achieve ~ median EUI for real buildings
  • 19. 11 Dec 2012 ASHRAE Illinois Chapter Rating Scale Approaches Statistical Technical Potential Compare value to mean of actual distribution Compare to what is possible, practical, typical as defined by codes Technical potential scales can rate performance that falls outside the current distribution, like net zero or net positive buildings
  • 20. 11 Dec 2012 ASHRAE Illinois Chapter Technical Potential vs. Statistical Scale
  • 21. 11 Dec 2012 ASHRAE Illinois Chapter Communication – bEQ Scales Rating Scale Rating Description Original Revised Original Revised ≤0 ≤0 A+ Net-Zero Energy Zero Net Energy 1-25 1-25 A High Performance High Performance 26-50 26-55 A- Very Good Very Good 51-75 56-85 B Good Efficient 76-100 86-115 C Fair Average 101-125 116-145 D Poor Inefficient >125 >145 F Unsatisfactory Unsatisfactory Original descriptions and scale ranges have been adjusted based on pilot results.
  • 22. 11 Dec 2012 ASHRAE Illinois Chapter Communication - bEQ Labels Same label format and scale for “As Designed” and “In Operation”
  • 23. 11 Dec 2012 ASHRAE Illinois Chapter Communication – bEQ Dashboard Building Energy Quotient Dashboard EXAMPLE BUILDING BUILDING TYPE: Office 000 MAIN STREET ASSESSMENT YEAR: 2010 ANYTOWN, ST 00000 As Designed BEST In Operation A+ Buildng Gross Square Footage 0 Net Zero Energy Buildng Gross Square Footage Original Consruction Date Original Consruction Date A Major Renovation Dates Major Renovation Dates 25 Total Modeled Building Total Measured Building A- Energy Use (kBtu) Energy Use (kBtu) 55 Renewable Energy kBtu Renewable Energy kBtu Renewable Energy % Renewable Energy % Modeled Site EUI B Measured Site EUI 2 (kBtu/ft -yr) As Designed 85 2 (kBtu/ft -yr) Modeled Source EUI Measured Source EUI 2 2 (kBtu/ft -yr) (kBtu/ft -yr) Modeled ECI Typical 100 C Median Measured ECI ($/ft2 -yr) 115 ($/ft2 -yr) D Previous As Designed Rating Previous In Operation Rating Scores 145 Scores ENERGY STAR ENERGY STAR Target Finder Portfolio Manager F Other Ratings Awarded Other Ratings Awarded WORST
  • 24. 11 Dec 2012 ASHRAE Illinois Chapter Communication – bEQ Certificate • More detailed documentation including, • Site/source use by energy source type • Electric demand • Energy cost • Emissions • Energy saving features • Subsystem energy use • IEQ compliance • …
  • 25. 11 Dec 2012 ASHRAE Illinois Chapter bEQ Certificate
  • 26. 11 Dec 2012 ASHRAE Illinois Chapter Communication- Workbook • Detailed data and analysis that is the basis of the rating • Completed by the professional • Submitted electronically to ASHRAE for rating
  • 27. 11 Dec 2012 ASHRAE Illinois Chapter In-Operation bEQ Details
  • 28. 11 Dec 2012 ASHRAE Illinois Chapter Process • Owner retains BEAP certified assessor, pays assessor directly based on negotiated fees • Owner pays $500 registration fee to ASHRAE • Assessor performs audit (“level 1 +”) and completes forms (Excel spreadsheet) • Forms are uploaded to ASHRAE web site together with signed Terms and Conditions form • Submittal is reviewed/approved by bEQ Committee • Complaint procedure for disputed ratings
  • 29. 11 Dec 2012 ASHRAE Illinois Chapter Workbook – Terms and Conditions
  • 30. 11 Dec 2012 ASHRAE Illinois Chapter Form 1 - Building Characteristics • Building contact person • Year of construction • Area, floors • Brief description • Renovation history • Commissioning history • On-site renewables • Design and operational credentials
  • 31. 11 Dec 2012 ASHRAE Illinois Chapter Form 2 – Energy Calculations
  • 32. 11 Dec 2012 ASHRAE Illinois Chapter Form 3 – IEQ Screening • Confirm that IEQ has not been compromised by pursuit of energy efficiency • Measurements on identified areas • Optional survey • Comfort • Lighting • Ventilation
  • 33. 11 Dec 2012 ASHRAE Illinois Chapter Form 4 – Suggestions for Additional Energy Savings • Envelope • Lighting • HVAC • Utility Operation • Based on judgment of assessor • Include rough cost and payback estimate
  • 34. 11 Dec 2012 ASHRAE Illinois Chapter Form 5 – Energy End-Use Breakdown • Optional, if data is available • Assessor fills in table and pie chart is generated automatically
  • 35. 11 Dec 2012 ASHRAE Illinois Chapter bEQ and Certification
  • 36. 11 Dec 2012 ASHRAE Illinois Chapter Required Certifications • As Designed rating – Building Energy Modeling Professional (BEMP) • In Operation rating – Building Energy Assessment Professional (BEAP) • ASHRAE Certification information web page http://www.ashrae.org/education--certification/certification ASHRAE certifications require • Combination of education and experience • Mastery of specified body of knowledge (pass exam) • Periodic renewal
  • 37. 11 Dec 2012 ASHRAE Illinois Chapter Building Energy Modeling Professional • Certify ability to: • evaluate and choose • use and calibrate • interpret the results of energy modeling software applied to new and existing buildings • >200 certified since start of program in 2010 • Certificants from US, Brazil, Canada, India, Ireland, Turkey
  • 38. 11 Dec 2012 ASHRAE Illinois Chapter Building Energy Assessment Professional • Certify ability to audit and analyze residential, commercial, and industrial buildings, including: • determining project scope • collecting data • analyzing building performance • interpreting results • evaluating alternatives • recommending energy conservation measures • assisting with ECM implementation • >100 certified since start of program in Feb. 2011 • Certificants from US, Argentina, Puerto Rico
  • 39. 11 Dec 2012 ASHRAE Illinois Chapter Find certified individuals at ASHRAE web
  • 40. 11 Dec 2012 ASHRAE Illinois Chapter Illinois BEAP & BEMP Certifications
  • 41. 11 Dec 2012 ASHRAE Illinois Chapter bEQ vis a vis Other Programs
  • 42. 11 Dec 2012 ASHRAE Illinois Chapter Europe • Directive 2002/91/EC On the energy performance of buildings • Standard EN 15217 Energy performance of buildings— methods for expressing energy performance and for energy certification of buildings (2007) • Explicit effort to learn from EU experience Austria England & Wales Greece Italy
  • 43. 11 Dec 2012 ASHRAE Illinois Chapter ENERGY STAR (US EPA) • Statistical rating – recognizes top 25% of buildings of similar type • Pass/no-pass • Awarded to ~9000 buildings of ~120,000 evaluated 1999 - 2009 • Based on 2003 CBECS data most ENERGY STAR buildings would receive a “B” or better bEQ Type 25% 50% bEQ Grade Description Retail 64 128 50 A- Very Good Office-Mixed 108 167 65 B Efficient Hospital 378 414 91 C Average Dormitory 92 116 79 B Average Median -- -- 64 B Efficient Based on data from Energy Performance Measurement Institute http://epminst.us
  • 44. 0 100 25 50 75 11 Dec 2012 Refrigerated Warehouse Vacant Vehicle storage/maintenance Entertainment/Culture Non-Refrigerated Warehouse Other Lodging Repair Shop Other Retail Other (all other types) A "High Performance" (1-25) Retail Stores (non-mall stores) Distribution/Shipping Center Vehicle Repair/Service Shop A- "Very Good" (26-55) Restaurant/Cafeteria Recreation Fast Food Self-storage Medical Office (non-diagnostic) Convenience store (with Gas Station) Preschool/Daycare Other Office Medical Office (diagnostic) Other Service Religious Worship Convenience store (without Gas Station) Other Food Service Median, 64 Library Mixed-Use Office Social/Meeting Clinic/Other Outpatient Health Laboratory Elementary/Middle School Bank / Financial Institution Vehicle Dealerships/Showrooms Administrative/Professional Office Post Office/Postal Center B "Efficient" (56-85) Strip Mall Other Classroom Education ASHRAE Illinois Chapter Motel or Inn Grocery Store/Food Market Government Office Hotel Dormitory/Fraternity/Sorority Other Food Sales Nursing Home, Assisted Living Fire Station/Police Station High School bEQ differentiates more – all 75 ENERGY STAR, but four bEQ levels Other Public Assembly Courthouse C "Average" (86-115) Based on 2003 CBECS analysis by Energy Performance Measurement Institute http://epminst.us Enclosed Mall Hospital/Inpatient Health In Operation bEQ for Minimum ENERGY STAR
  • 45. 11 Dec 2012 ASHRAE Illinois Chapter Effect of Distribution Shape - Example Two hypothetical building types with normal distributions of EUI: same mean, different standard deviation
  • 46. 11 Dec 2012 ASHRAE Illinois Chapter Effect of Distribution Shape – 2003 CBECS Minimum ENERGY STAR EUI varies from 15% to 91% of median 250 200 Percent of Median EUI 150 75 Energy Star Refrigerated Warehouse 100 Medical Office (diagnostic) Hotel 50 Hospital/Inpatient Health 0 0 25 50 75 100 Percentile of Building Type EUI Based on 2003 CBECS analysis by Energy Performance Measurement Institute http://epminst.us
  • 47. 11 Dec 2012 ASHRAE Illinois Chapter LEED (USGBC) • 110 point scale covering site, water, energy/atmosphere, materials/resources, IEQ, innovation/design process • 40 points for minimum “certified” rating, 50/60/80 for silver/gold/platinum • New Construction • Prerequisite 10% better than ASHRAE 90.1-2007 • Energy efficiency: 1 – 19 points for exceeding ASHRAE 90.1 by 12 to 48% • “technical potential” basis • Existing Buildings • Prerequisite 69 ENERGY STAR equivalent • Energy efficiency 1 – 18 points for ENERGY STAR equivalent 71 – 95 • “statistical” basis • bEQ could serve as a consistent energy rating method for both
  • 48. 11 Dec 2012 ASHRAE Illinois Chapter US Department of Energy Asset Rating • “Asset” rating = as-designed • In development - source energy calculated from national conversion factors like Portfolio Manager • Technical performance scale • Asset rating tool • User enters data, does not perform simulation • Multiple levels of input detail • Simulation and report generated without user intervention • Free/cheap – two levels of rating • Too early to judge impact on bEQ – early discussions about complementary relationship…we’ll see • Soliciting partners for pilot, ASHRAE is enrolled
  • 49. 11 Dec 2012 ASHRAE Illinois Chapter DOE Calculation Method Source: Commercial Building Energy Asset Rating Pilot Project Information Session , March 2012, Nora Wang & Cody Taylor
  • 50. 11 Dec 2012 ASHRAE Illinois Chapter Program Implementation
  • 51. 11 Dec 2012 ASHRAE Illinois Chapter bEQ Development Plan bEQ Program - Rollout Schedule 2009 2010 2011 2012 Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep ASHRAE Labeling Program Kick-off Pilot Buildings Selected Modeling certification available In Operation Pilot Period As Designed Pilot Period Assessor Certification Available In Operation Rating Launched 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 2009 2010 2011 2012
  • 52. 11 Dec 2012 ASHRAE Illinois Chapter In Operation Rating Pilot
  • 53. 11 Dec 2012 ASHRAE Illinois Chapter In Operation Pilot • Rated 21high profile buildings around the U.S.–from some of the largest private and public landlords • Building characteristics • Mostly office buildings, pre-1900 to post-2005, median 1985 • <100,000 sf to >1,000,000 sf • DOE climate zones 2 – 6 • Most ENERGY STAR rated • Provisional assessors (pre-BEAP)
  • 54. 11 Dec 2012 ASHRAE Illinois Chapter Major Participants
  • 55. 11 Dec 2012 ASHRAE Illinois Chapter In Operation Pilot Findings • Most good buildings will get a grade of “B” – some better, some worse (Pilot: 5 A-, 14 B, 2 C using adjusted scale) • Energy savings opportunities seen as most beneficial aspect of program • Occupant surveys were not accepted in the marketplace • Typical professional hours 35-40 for ratings • Building personnel need to be engaged
  • 56. 11 Dec 2012 ASHRAE Illinois Chapter Issues from In Operation Rating Pilot • Need to maintain differentiation from ENERGY STAR and other alternative programs to secure marketplace niche • Costs for obtaining labels • Extending rating normalization to additional building types • Reaction of owners to less than stellar ratings? • Scale was adjusted based on pilot results • Nine of twenty-one pilot buildings requested labels: 4 A- rated buildings and 5 B rated buildings
  • 57. 11 Dec 2012 ASHRAE Illinois Chapter As Designed Rating Pilot
  • 58. 11 Dec 2012 ASHRAE Illinois Chapter Issues/Approach • Compare model of actual building with reference building • Modeling rules for schedules, plug loads, etc.? • What is the baseline? • What is the significance of modeler effect? • To maximize ability to compare with operational rating (CBECS-based for US) use DOE Benchmark Building models for small, medium, large office buildings with ASHRAE Standard 90.1-1989 equipment efficiencies • To investigate modeler effect, each pilot building will be modeled by 2-3 BEMPs
  • 59. 11 Dec 2012 ASHRAE Illinois Chapter Current Status
  • 60. 11 Dec 2012 ASHRAE Illinois Chapter As of November 2012 • In-Operation Rating • Launched in March 2012 • Four submissions to date, one awarded, two pending • First labeled building: Philadelphia Navy Yard Building 101 • As-Designed Rating • Pilot still underway • Goal of roll-out in early 2013
  • 61. 11 Dec 2012 ASHRAE Illinois Chapter Summary
  • 62. 11 Dec 2012 ASHRAE Illinois Chapter Summary • ASHRAE’s bEQ labelling program... • is essentially a voluntary certification program • is a technical potential method that draws on successful features of other US and European building certifications • complements or could complent other green building rating systems and energy certification programs • can be a tool to stimulate adoption of high performance building techniques • In Operation rating launched in March 2012 • As Designed rating launch expected in early 2013
  • 63. 11 Dec 2012 ASHRAE Illinois Chapter Further Information • ASHRAE bEQ web site: http://www.buildingenergyquotient.org/ • Technical Questions: info@buildingenergyquotient.org • ASHRAE Staff: Lilas Pratt – Manager, Special Projects Phone: 678-539-1193 Email: lpratt@ashrae.org • ASHRAE bEQ Committee: • Amy Musser, Chair amy@vandemusser.com • Background • Pérez-Lombard, L., J. Ortiz, R. Gonález, I. Maestre. 2009. A review of benchmarking, rating and labelling concepts within the framework of building energy certification schemes. Energy and Buildings 41: 272-278. • Bill Bahnfleth wbahnfleth@psu.edu
  • 64. 11 Dec 2012 ASHRAE Illinois Chapter