The summary provides an overview of the ENERGY STAR qualification process in 3 steps: 1. Become an ENERGY STAR partner and sign up for the Portfolio Manager tool to track building energy usage. 2. Use Portfolio Manager to input building data like size, hours of operation, and 11 months of energy bills. Make efficiency improvements to achieve a benchmark score over 75. 3. Get energy usage verified by a licensed professional and submit the application including verification documents to ENERGY STAR for qualification. Once qualified, the ENERGY STAR label can be displayed indefinitely for marketing purposes.

1. ENERGY STAR Qualification Process

2. An Attempted Roadmap for the Confusing Procedure:

3. 1. Become an ENERGY STAR Partner

4. 2. Sign up for Portfolio Manager

5. 3. DO Portfolio Manager (and make building efficiency adjustments)

6. 4. Verify Benchmark Data with a Licensed Professional Engineer (LP)

7. 5. Submit Application to ENERGY STAR

8. In Summary 1. Join Energy Star as a Partner 2. Sign up for Portfolio Manager 3. DO Portfolio Manager (and make building adjustments, i.e. > 75) 4. Verify Benchmark Data with a Licensed Professional Engineer (LP) 5. Submit the Application to Energy Star

9. But you’ll need to gather some additional information about the building before diving in to Portfolio Manager

10. Criteria for Building Rating Building Requirements Operational Requirements Energy Data Requirements

11. Building Requirements Building needs to be classified as1of 14 acceptable classifications They range from “office” to “industrial” to “school” and are completely listed at:http://www.energystar.gov/index.cfm?c=eligibility.bus_portfoliomanager_space_types#office Gross floor area (gfa) of ALL parking structures must be less than the building Floor space classified as “other” must make up fewer than 10% of the (gfa)

12. Operational Requirements Building MUST: -be at least 5,000 ft² (with four exceptions) If your buildings are: banks hospitals houses of worship data centers visit: http://www.energystar.gov/index.cfm?c=eligibility.bus_portfoliomanager_eligibility

13. Operational Requirements (Continued) Buildings MUST: be in operation at least 30 hours per week with two exceptions Have >1 person working the main shift Have >1 PC (only for office, bank, courthouse) Have more than 50% average annual occupancy (for buildings not classified as office or industrial, there are more arcane reqs listed at the last website)

14. Summarized in hard to read format on the next slide is a table outlining all of the operating requirements If you squint really hard maybe it is readable

16. Energy Data Requirements 11 full consecutive calendar months of energy data for all active meters No “single data period” for a meter can last for more than 65 days

17. A Closer Look at the Process

18. 1.Energy Star Partnership Visit: http://www.energystar.gov/index.cfm?c=join.join_index Click on the “Small Businesses and Congregations” tab Fill out contact info

19. 2-3. The Portfolio Manager System… …is a free online tool that aids in evaluating a building’s energy efficiency …can help verify improvements in energy consumption …will yield an overall benchmark efficiency score from 1-100 that we need (we want >75)

20. But it also…

21. …may still take some time to understand

22. ENERGY STAR’s website is very information-dense

23. This Helped: Homepage https://www.energystar.gov/istar/pmpam/ Tour https://www.energystar.gov/istar/pmpam/help/Portfolio%20Manager%20Tour/Portfolio_Manager_Tour.htm Step-by-step training http://www.energystar.gov/ia/business/benchmarking_training/benchmarking.html

24. The Homepage Sets Up: a general picture of PM a foundation for learning about PM a helpful list of hyperlinks in one place

25. The Tour Includes: -roadmap of Portfolio Manager (PM) -screenshots from actual PM -in-depth guide regarding use of PM -overview of the recognition and label earning process

26. The Step-by-step training Runs through: -creating a profile account -editing a property -modifying and editing a space -editing energy meters -viewing and interpreting results

27. Setting up the PM Account Register by filling out required information Categorize building spaces Input building data (i.e. gfa, weekly op. hrs, # of PC’s, % of space heated/ cooled…) Collect energy bill data for >11 months and enter it into PM Manually enter data for past 11+ months Name and organize energy meters for future benchmarking

28. Register by filling out required information -organization name -services provided -create a username …pretty straightforward

29. 2. Categorize building spaces -office -medical office -computer room -warehouse …and 12 types in total *note: 50% of the entire building must be categorized as one of the 12 types; <10% can be defined as “other”

30. “Other” space can be: -manufacturing space -laboratory space -“adjacent” (or uncategorizable)spaces

31. 3. Input building data -gross floor area figures -weekly operation hours -# workers in office during main shift -# of PC’s in total space -% of total space heated and cooled

32. 4. Collect energy bill data for >11 months and enter it into PM -need a list of invoices for past 11 months -data entered into “meter” setting in PM will be done manually -distinguish among meters by type of energy provided (natural gas, electricity, water)

33. Using Portfolio Manager

34. Once electric bill data is entered into PM… ..the options and features are all readily displayed for easy use

35. And the tour is still a a good reference

36. 4. Data Verification Find an LP: 1. with Energy Star’s Directory:http://www.energystar.gov/index.cfm?fuseaction=PE_DIRECTORY. 2. in a Yellow Page Directory 3. on good old Google, searching “registered architect”

37. The LP The licensed professional will validate: -the Statement of Energy Performance (SEP) -the data checklist - and sign off on some more things…

38. 5. Submitting the Application NEED: Signed Letter of Agreement (produced in PM) Signed and stamped Statement of Energy Performance (SEP) Signed Data Checklist to EPA (postmarked within 120 days of the SEP Period Ending Date)

39. Mail to: ENERGY STAR Label for Buildingsc/o The Cadmus Group, Inc.1600 Wilson Boulevard, Suite 500Arlington, VA 22209

40. Marketing with Energy Star Label

41. Overview - once you earn the label, you can display the Energy Star Certificate plaque INDEFINITELY - the logo is well recognized within the public - “GREEN” marketing

42. indefinitely in . def . i . nite . ly --adverb without fixed or specified time limit; unlimitedly without end*

43. *(with one year’s certification, the benefits can be displayed and reaped forever by showcasing the qualification on one of those nice plaques)

44. and according to their data, the Energy Star logo is now widely recognized…

46. you also can make charts like these to give to your clients and say that you are playing a part to shrink your part of the pie for green marketing US Energy Consumption by Sector

47. hope this was somewhat helpful… questions? contact: jakeroth j23rothr@gmail.com