Shorenstein Realty Services uses data from various sources like Enernoc and ENERGYSTAR to manage its portfolio of buildings. Data is used to optimize daily operations, analyze consumption patterns, and manage demand to meet sustainability targets. While data helps with goals like a 20% reduction in energy use by 2020, the company still needs equipment-level data and a way to aggregate all data sources into one location. Over the summer, an intern helped by creating an internal template for audits, streamlining existing data, piloting waste tracking, and automating utility data collection and validation across 400 utility accounts and 24 tenants to further aid in reporting and analysis.

1. Kevin Kirk, LEED A.P.
Manager of Engineering Services
Shorenstein Realty Services, L.P
Ryan Moya, LEED A.P.
University of Michigan
MBA/MS Dual Degree Candidate, 2017.
Using Data to Manage a Portfolio of Buildings

2. 1. Company
Overview
2. Using Data at Shorenstein
3. What is Still Needed
4. Data Driven Summer
Accomplishments
Using Data to Manage a Portfolio of Buildings:
Presentation Overview

3. Company OverviewCompany Overview – Shorenstein Realty Services
OVERVIEW WATER TOOL ASSET SCOREM&V PROCESS ENGAGEMENT ADDITIONALLED UPGRADES

4. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
• Sustainability Targets & Status:
 20% Reduction in Energy Use by 2020
– Q4 2015 Status: 19.5%
 20% Reduction in GHG Emissions Intensity by 2020
– Q4 2015 Status: 19%
Corporate Sustainability Goals

5. Using Data at ShorensteinUsing Data at Shorenstein
OVERVIEW WHY DATA? Data Driven SummerWhat’s Needed?How is data used at SRS?
1. Interval Data (i.e. Enernoc) to optimize daily operations in real time.
• Property load profiles analyzed daily & alerts communicate action items to Chief Engineers
2. Consumption patterns analyzed continuously:
 Analyzed daily to access overnight consumption patterns
 Analyzed monthly, quarterly, annually with utility bill data (i.e. ENERGYSTAR)
3. Demand Management
 Demand Rates in SRS Markets can account for as much as 55% of monthly cost
4. Meet corporate sustainability targets & verify measurable financial outcomes.
a) Efficiency Investments from 2015 will save SRS $569,000 annually.

6. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
What do we still need?:
• Lack of equipment level data leads to unaccounted for usage.
• Ability to aggregate all the sources into a single location
• Ability then to disaggregate energy by system to deep dive on usage.
• Education/Decision-Aiding – Technology is outpacing literacy of the
operators to make immediate use of data.

7. Ryan Moya, LEED A.P.
University of Michigan
MBA/MS Dual Degree Candidate, 2017
Using Data to Manage a Portfolio of Buildings

8. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
Data-Related Summer Projects: Why?
Shorenstein’s Data-Related Wish List:
1. Data that’s seamless, actionable & scale.
2. Streamline Data from multiple providers. (i.e. EnergyStar, ENERNOC)
3. Effective Data Should Translate into Action
49%
44%
6%
No
Yes
I Don't Know
Are you satisfied with the quantity and quality of
data you are collecting?
Source: Davies, J. “Three Big Myths About Big Data: How Analytics Can
Optimize Enterprise-Level Energy Management.” GreenBiz Big Data Report.
2015.
Majority(49%) of building operators are not satisfied with the
data collected : Why?

9. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
Data-Related Summer Projects: How I helped
 Internal Template for ASHRAE II analysis
 Streamlined existing (Enernoc/ENERGYSTAR) data to create template
that would internalize the ASHRAE audit process.
 Auto-populates based on SRS property conducting audit.
 Waste:
 Piloted portfolio-wide waste tracking in ENERGYSTAR.
 Water:
 Ran Q1 & Q2 Analysis for 36 comparable properties w/in same market
 Utility Data Automation (Next Slide):

10. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
MEASURABL – UTILITY DATA AUTOMATION
Why Automation is Valuable?
• Field: Reduces time spent on manual meter data entry in ENERGY STAR
• Corporate Level: Reduces time required to validate data is accurate,
current, and troubleshoot when issues arise.
• Reporting: Streamline Environmental Performance Reporting

11. OVERVIEW Why Data?
Data-Driven
Summer
What’s Still
Needed?
How is data
used at SRS?
MEASURABL – UTILITY DATA AUTOMATION
Roles Provided:
• Field Implementation
• Communicated reasoning & special cases per property (48 properties)
• Data Validation
• Collected applicable utility account information (Over 400 Utility Accounts, 24 direct
metered tenants)
• Contract administration
• Implementation Letters
• Corporate & Field-Level Training
• Field Level QRG, Corporate Utility Data Automation HTG, Tenant Request Letter(s)

12. Thank You