This presentation, given during EnergyCAP's Catalyst Training Conference, describes the relationship between EnergyCAP software and the EPA Portfolio Manager benchmarking tool.

1. Benchmarking Building Energy Performance: A
View from EPA’s ENERGY STAR Program
Zach Shelin
The Cadmus Group, Inc.
on behalf of the U.S. EPA ENERGY STAR Program
April 29, 2015

2. Agenda
• ENERGY STAR for Commercial Buildings Background
• How to Benchmark in Portfolio Manager
– Basic Data Inputs
– ENERGY STAR 1-100 Score
– Connecting and Sharing
– Reporting
– Campuses
• ENERGY STAR Recognition
• Help Resources
• What’s Next for ENERGY STAR for Commercial Buildings?
2

3. ENERGY STAR
for Commercial Buildings

4. What is ENERGY STAR for Buildings?
• EPA voluntary climate protection
partnership with energy users and
service and product providers
• Helps organizations measure, track,
and improve energy performance
• Helps organizations save energy and
money and protect the environment
• Brand recognition: >90% of Americans
4

5. ENERGY STAR Buildings Milestones
In the past 15 years:
• 415,000 buildings
measured energy
performance
• Nearly 6,000 organizations
joined as partners
• 25,000 buildings earned
the ENERGY STAR
Certification across
50 states
5

6. Benchmarking Building Energy Performance with ENERGY STAR

7. Is 60 MPG high or low…for this
automobile?
Is 90 kBtu/SF/YR high or low…for
this building?
Fuel Efficiency:
MPG
7
ENERGY STAR Benchmarking
Energy Performance
Score: 1 to 100

8. PropertyID
DataYear
Source
Currency
ChainID
MgmtCoID
OwnerID
OwnerTypeID
SumOrDetail
WhoModified
LastModified
MktMixBus
MktMixTourist
MktMixSmMtg
MktMixGrpMtg
MktMixOther
MgmtCoID
PropertyID
DataYear
Source
Currency
ChainID
MgmtCoID
OwnerID
OwnerTypeID
SumOrDetail
WhoModified
LastModified
MktMixBus
MktMixTourist
MktMixSmMtg
MktMixGrpMtg
MktMixOther
LastModified
MktMixBus
MktMixTourist
MktMixSmMtg
MktMixGrpMtg
MktMixOther
MgmtCoID
PropertyID
DataYear
Source
Currency
PortfolioinBenchmarkOrder
1
100
507525
Comprehensive investment
opportunities where there is the
greatest potential for whole
building improvement
Invest Deeper
Retro commissioning,
O&M, lighting
certification candidates
High Return Invest
Reward & Learn
High scoring buildings
qualify for ENERGY STAR
certification
Target Opportunities for
Energy Efficiency Upgrades
8

9. Data Trends: Activity Continues to Grow
Over 25,000 buildings certified
as ENERGY STAR
Over 415,000 buildings
benchmarked
9

10. Energy Savings and Score Trends
• Over 35,000 buildings entered complete energy data for 2008 through 2011-
three years of change from a 2008 baseline
• Data Trends are now available for individual property types
7% savings
in Weather Normalized
Source EUI
6 point increase
in ENERGY STAR
Score
267 258 252 248
2008
Baseline
2009 2010 2011
EnergyUse
AverageWeatherNormalized
SoruceEUI(kBtu/ft2)
58 61 63 64
2008
Baseline
2009 2010 2011
ENERGYSTARScore
Average1-100Score
10www.energystar.gov/DataTrends

11. • Management Tool – Helps business and organizations by offering a
platform to:
– Assess whole building energy and water consumption
– Track changes in energy, water, greenhouse gas emissions, and cost over time
– Track green power purchase
– Share/report data with others
– Create custom reports
– Apply for ENERGY STAR certification
• Metrics Calculator – Provides key performance metrics to integrate into a
strategic management plan
– Energy consumption (source, site, weather normalized)
– Water consumption (indoor, outdoor)
– Greenhouse gas emissions (indirect, direct, total, avoided)
– ENERGY STAR 1-to-100 score (available for many building types)
 Accessible in a free, online secure platform: www.energystar.gov/benchmark
11

12. Background to Benchmarking in Portfolio Manager
• EnergyCAP automatically populates building, meter, and utility bill data
in Portfolio Manager
• To benchmark your buildings, simply activate ENERGY STAR submittals
in EnergyCAP. There is no additional fee to do this

13. • Set your building(s) up in EnergyCAP to submit to Portfolio Manager
(http://bit.ly/1E1zo6N)
– Property Information (go to Buildings and Meters / Building
Properties)
• Name, street address, ZIP/postal code
• Floor Area
• Function(s) (space types)
• Include/Exclude Meters
– Property type data
• Use details (ex. weekly operating hours, number of computers,
number of workers on the main shift, etc)
– Energy consumption data
• Utility bills already entered into EnergyCAP
• Submit to Portfolio Manager (http://bit.ly/1bkytnd)
13
To Get Started Benchmarking in Portfolio Manager…

14. ENERGY STAR 1-100 Score: Eligible Property Types
• Bank branch
• Barracks
• Courthouse
• Data center
• Distribution center
• Financial office
• Hospital* (general medical
& surgical)
• Hotel
• K-12 school*
• Medical office
• Multifamily housing
• Non-refrigerated warehouse
• Office*
• Refrigerated warehouse
• Residence hall/ dormitory
• Retail store
• Senior care community
• Supermarket/grocery store*
• Wastewater treatment plant
• Wholesale club/supercenter
• Worship facility
* These property types are also eligible to
receive an ENERGY STAR score in Canada

15. ENERGY STAR Score: Inputs Needed
• K-12 School
– Gross Floor Area
– Number of Personal Computers
– Number of Walk-in Refrigerators
– Whether or not the School is Open
on Weekends
– Whether or not there is Energy
Used for Cooking
– Whether or not the school is a High
School
– Weather and Climate (using Heating
and Cooling Degree Days, retrieved
based on Zip code)
– Percent of the Building that is
Heated and Cooled
• Office
– Building Size
– Number of Personal Computers
– Number of Workers
– Hours of Operation per Week
– Weather and Climate (using Heating
and Cooling Degree Days, retrieved
based on Zip code)
– Percent of the Building that is
Heated and Cooled
Inputs for additional space types available at: http://www.energystar.gov/buildings/facility-owners-and-
managers/existing-buildings/use-portfolio-manager/understand-metrics/energy-star
Default values based on floor area can be entered for
these inputs during the initial benchmarking effort if
accurate data is not available

16. ENERGY STAR Score: How It Is Calculated
• Basic Steps to
Compute a Score:
1. Compute Actual
Source EUI
2. Compute Predicted
Source EUI
3. Compute Energy
Efficiency Ratio
4. Lookup Score
ENERGY STAR
1 – 100 Score
Postal
code
Whole
building
energy
use
Property
use
details

17. Site energy accounts for only 33%
of embodied energy consumed at
the building site as electricity
Site energy doesn’t account for
total carbon emissions
The Score and Source Energy
17

18. Step 1: Compute Actual EUI
• Compute Annual Source Energy for each fuel type
– Add together all 12 months of energy
– Multiply total annual energy (in kBtu) by the source
energy conversion factor
• Add the Annual Source Energy of all fuel types
together
• Divide by the total square foot
18

19. Step 2: Compute Predicted Source
EUI
• Predicted Source EUI is calculated based on:
– The survey data for the property’s specific type (Office, K-12 School, Hotel,
etc.)
– The property use details entered for the specific property (number of PCs,
weekly operating hours, etc.)
– The heating and cooling degree days in the property’s zip code during the
performance period
• The result is the source EUI that a median property of that type and that location
would have during the performance period
• You can find more information on the specific calculations for each property type
at: http://www.energystar.gov/buildings/facility-owners-and-managers/existing-
buildings/use-portfolio-manager/understand-metrics/energy-star
19

20. Step 3: Compute Energy Efficiency Ratio
• Divide the Actual Source EUI by the Predicted Source
EUI(Actual/Predicted)
• This is the energy efficiency ratio
20

21. Step 4: Lookup the Score
• Lookup the ratio in the lookup table- each property type has a
unique lookup table
• Example K-12 Lookup Shown below
– A ratio of 0.25 gets a score of 100; it is less than 0.3710 and
greater than or equal to 0
– A ratio of 0.431 gets a score of 98; it is less than 0.4555 and
greater than or equal to 0.4212
21
Score
Cumulative
Percent
Energy Efficiency Ratio
> = <
100 0% 0 0.3710
99 1% 0.3710 0.4212
98 2% 0.4212 0.4555
97 3% 0.4555 0.4825

22. Step 5: Receive ENERGY STAR Rating
• Your ENERGY STAR rating (score) and other data are automatically
uploaded to EnergyCAP and displayed onscreen and in reports
• The rating is imported into EnergyCAP from Portfolio Manager- you’ll
need to click on the ‘Get Ratings’ button to complete the process

23. How to Use Sharing and Reporting Features
in Portfolio Manager
• As an EnergyCAP user, you never have to login to Portfolio Manager’s
user interface unless you have to share your data under mandatory
government benchmarking legislation
• However, the user interface does have some useful tools, so next let’s
discuss what sharing features are available

24. How to Share Properties
• 3 Steps:
1. Confirm you are connected to the person you
want to share with on the Contacts page. “Add
Contact” to send a connection request if needed.
2. Share one or more of your properties with your
connected contacts & specify the level of access
the contacts have to view and edit your properties
3. Review shared properties on the Sharing tab
24

25. Add and Connect with Contacts
25

26. Connection Request Confirmed
26

27. Sharing Tab – Overview
27

28. Share Your Property: Multiple Properties
28
One Property
Multiple Properties
All Properties

29. Choose Permissions – Option 1
29

30. Choose Permissions – Option 2
30
Click arrow
to show/hide
permission
options
Choose
permissions

31. Transfer Ownership
31

32. Transfer Ownership
32

33. Reporting Tab
33
Choose from
Pre-set Chart
& Graph
options
Download
Performance
Documents
Create and
generate
Templates &
Reports

34. Reporting Tab: Charts & Graphs
34
• Each of the figures can
be printed or
downloaded for easy
insertion into a
presentation or
document
• If you scroll down on
the page, you can view
and export the raw
data for the charts &
graphs

35. Reporting Tab
35
Choose from
Pre-set Chart
& Graph
options
Download
Performance
Documents
Create and
generate
Templates &
Reports

36. Standard Reports
• Performance Highlights
• Energy Performance
• Emissions Performance
• Water Performance
• Fuel Performance
• ENERGY STAR Certification Status
• Partner of the Year Report
• Sustainable Buildings Checklist Report
36

37. Responding to Data Requests
37

38. Data Request Preview
38
Reporting Tab
Data Request
displays in
“Templates &
Reports” list

39. Respond to Data Request
39

40. Planning Tab: Portfolio-Level
40
Choose one
target or
baseline for
all properties
View property-
specific details
on targets
View graphs
with portfolio-
wide
information

41. Property Goals Tab: View Specific Property Goals & Improvements
41
Download
documents
Goals tab at
the Property
level in
MyPortfolio

42. Add/Edit Baselines or Targets
42
Choose baselines
or let Portfolio
Manager select
automatically
Target Options
• Target ENERGY
STAR Score
• Target % Better
than Baseline
• Target % Better
than Median

43. Add and Set up a Property: More than One
Building
43

44. Campus Features
44

45. ENERGY STAR Certification
(and other recognition
opportunities)
45

46. ENERGY STAR Recognition
• ENERGY STAR Certification for Buildings
• Designed to Earn the ENERGY STAR
• EPA’s National Building Competition
• ENERGY STAR
Partner of the Year
46

47. • Application process via Portfolio Manager
• Site visit required to verify data, indoor air quality, thermal
comfort, and lighting levels
• Professional Engineer or Registered
Architect reviews and stamps application
– Site visit can be performed by someone
who reports to PE/RA
ENERGY STAR Certification Indicates
Superior Energy Management
501 10075
National
Average
Superior Energy
Management!
1 to 100 Energy Performance Scale 47

48. The Value of ENERGY STAR
ENERGY STAR Certification
serves as a signal for…
• Reduced operating expenses
as compared to non-ENERGY STAR
-certified properties
• Better control of operating expense
escalations
• Proxy for better functioning equipment
• Proxy for overall management
48

49. Owners and operators are realizing a wide-variety of value-
enhancing benefits:
49
2.7% higher NOI / sq. ft.
7% higher effective cash flows
8.5% higher property value
12.9% lower operating expenses
10-11% increase in occupancy
+$30 / sq. ft. transaction price
6.5% greater rent prices 0.66% increase in ROE
Recognizing the Financial Value of ENERGY STAR
Certified Buildings

50. Property Types Eligible for ENERGY STAR Certification
• Bank Branch
• Courthouse
• Data Center
• Distribution Center
• Financial Office
• Hospital (General Medical &
Surgical)
• Hotel
• K-12 School
50
• Multifamily Housing
• Non-Refrigerated Warehouse
• Office
• Refrigerated Warehouse
• Retail Store
• Senior Care Community
• Supermarket/Grocery Store
• Wholesale Club/Supercenter
• Worship Facility
Information is available for all types on the ENERGY STAR website:
http://www.energystar.gov/buildings/facility-owners-and-managers/existing-
buildings/use-portfolio-manager/understand-metrics/eligibility

51. Many ways to win!

52. ENERGY STAR Partner of the Year
52
• EPA recognizes
organizations that have
made outstanding
contributions to protecting
the environment through
energy efficiency
• Awards ceremony in
Washington, DC in April

53. ENERGY STAR Training Opportunities and Trainers Community
• Portfolio Manager training resources available at:
www.energystar.gov/buildings/training
– Step-by-step documents (PDF)
– Access recorded trainings at:
http://www.energystar.gov/buildings/training/recorded-training
• Join the ENERGY STAR Trainers Community!
– A network of professionals around the country who deliver
ENERGY STAR training sessions to the public
– Get access to a full suite of Portfolio Manager training
materials and advance notice of updates to the tool

54. Portfolio Manager Help Page
54

55. ENERGY STAR For Buildings Tools and Resources Library
• Available at http://www.energystar.gov/buildings/tools-and-resources
• Searchable database of all digital resources

56. Extra Help- Official EPA Resources
• Visit www.energystar.gov/buildingshelp
– Expanded list of FAQs
– Online form to submit technical questions or comments
56

57. What’s Next for
ENERGY STAR Buildings?
57

58. More ENERGY STAR Score Models
• September 2014: An
ENERGY STAR Score for
Multifamily Housing
• 2016+: Score model updates
with new CBECS data
• EPA continually looking for
new, robust data sets for new
property types
58

59. Further Updates to Portfolio Manager
• Continual updates and refinements
– Enhancements to the API/web services
• Web Services 5.0 Schema Release August 2015
• Longer term “wish list”
– Solid waste tracking
– Expanded water tracking
– More building types
59

60. Further Drivers of Growth
• Voluntary Initiatives
– State
– Local
– National
– Industry specific
• e.g. CoStar, Travelocity, GRESB…
• Green Building Certification
– LEED – both existing building (EBOM) and new construction (NC, Schools, etc.)
– Green Globes
• Federal Agency Reporting Requirements
• Mandatory Disclosure – State & Local
60

61. Trend – Benchmarking Mandates are Gaining
Momentum Nationwide
61

62. Portfolio Manager in State and Local
Building Energy Policy
• All jurisdictions with benchmarking laws specify the use
of ENERGY STAR Portfolio Manager
• Purpose of these laws:
– Increase transparency of building performance data for a better
informed market (energy and water)
– Incentivize improvements in public and private buildings
– Grow clean energy job market
– Improve building infrastructure
– Reduce carbon footprint
– Increase electrical system reliability
• Some newer policies (Chicago; Montgomery County,
MD) require licensed-professional verification of
benchmarking data
62

63. Outlook – Energy Benchmarking and
the City Energy Project
The City Energy Project
• Joint project of IMT and NRDC
• Initiative to help cities craft policies and
programs to improve large-building
energy performance
• 10 pioneering cities:
Atlanta Kansas City, MO
Boston Los Angeles
Chicago Orlando
Denver Philadelphia
Houston Salt Lake City
63

64. One-on-One Help at the Ace Place
• Available today after the keynote at the Ace Place for
one-on-one ENERGY STAR questions and
walkthroughs until 4:50 PM