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Benchmarking with
EPA’s ENERGY STAR®
  Portfolio Manager


  Statewide Training
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
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
EPA’s Benchmarking Tool
The 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
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 programs
For Eligible Buildings (As Defined By Portfolio Manager):
• Eligible building types can also receive an ENERGY STAR energy
  performance rating of 1-100

                             5
                                                                5
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
                    Worship




Retail Stores     Senior Care   Supermarkets     Warehouses          Wastewater
                   Facilities                                     Treatment Plants


                                  6                                                 6
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
Official Report from Portfolio Manager:
Statement of Energy Performance




                   8
                                          8
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
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
AB 1103 – Nonresidential Building
Benchmarking 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
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
Draft AB 1103 Definition of Nonresidential
Building

• “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
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
Benchmarking Helps Buildings Meet CA’s
Other 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
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
ENERGY STAR Commercial Buildings
Program
• 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
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
How Does the Energy Performance
Scale 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
1-100 Energy Performance Score

FAQ: Do buildings added to the tool affect the 1 to 100
scale?
Performance of buildings added to Portfolio Manager
does not change the rating scale. Rating scale is based
on 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
Use the Rating to Identify Savings
Opportunities
                                            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
For Top Performers: ENERGY STAR Label

     Energy
   Performance
 Score of 75 to 100



Obtain Verification         Create and Submit
   from P.E. or              Building Profile
Registered Architect



 Submit SEP, Data
   Checklist &
    Application


                       22                  22
Portfolio Manager Data Collection
    User-Friendly Inputs
Required 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
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   PC's     Hours         Heated
                         Computer
Data centers            Data Center    30,000       N/A      N/A       N/A             N/A
Overtime 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       100,000
meter)                                             N/A       N/A       168             N/A


                                          24                                                  24
OFFICE BUILDING Data Needed

REQUIRED:
• 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
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
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
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
DATA CENTER Data Needed
REQUIRED:
• 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
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
Energy for all non‐IT equipment use, 
                         including HVAC, lighting, and plug 
                         loads


                         Data Center
Energy 
into 
building, 
from all                  UPS output 
fuel                        meter
sources




             Building 
             master 
             meter(s)
                                                        Power           Server Racks & Storage 
                                   Uninterruptible 
                                                        Distribution    Devices
                                   Power Supply (UPS)
                                                        Unit (PDUs)
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                   meter
sources




             Building 
             master 
             meter(s)
                                                        Power             Server Racks & Storage 
                                   Uninterruptible 
                                                        Distribution      Devices
                                   Power Supply (UPS)
                                                        Unit (PDUs)
RETAIL STORE Data Needed
REQUIRED:
• 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
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
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
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
BANKING/FINANCIAL Data Needed

REQUIRED:
• 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
COURTHOUSE Data Needed

REQUIRED:
• 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
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
HOTEL Data Needed

REQUIRED:                            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 center
refrigeration/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
SENIOR CARE Data Needed
REQUIRED:                        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
MEDICAL OFFICE Data Needed
REQUIRED:
• 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
SUPERMARKET / GROCERY Data Needed
REQUIRED:                            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
DORMITORY Data Needed

REQUIRED:                       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
HOUSE OF WORSHIP Data Needed
REQUIRED:
• 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
K-12 SCHOOL Data Needed
REQUIRED:                            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
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
WAREHOUSE (Refrigerated) Data Needed

REQUIRED:
• Gross floor area (SF)
• Weekly operating hours
• # of workers on main shift




                               48   48
WASTE WATER TREATMENT PLANT
Data Needed

REQUIRED:
• 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
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 access

NOTE:
• 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
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
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
                                     only
NOTE:                              • Total # of laundry hook-ups in all units
The combined floor area of
multi-family housing cannot        • # of laundry hook-ups in common area
exceed 10% of the total gross
floor 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
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 shift

Rule of Thumb: All “Other” must be less than 10% of total square
footage for building to be eligible for a 1-100 rating

Examples 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
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)                 Service
Food Service                               •Vehicle Repair/Service
   •Restaurant/Cafeteria                   • Postal Service
   •Fast Food                           Storage/Shipping
Health Care                                •Self-Storage
   •Inpatient (Specialty Hospitals,        •Distribution/Shipping Center
   excluding Children’s)                Retail
   •Clinic/Other Outpatient Health         •Vehicle Dealerships
Public Assembly                         Other
   •Entertainment/Culture                  •All other types of buildings
   •Library                                such as Airplane hangers,
   •Recreation                             laboratories, crematoriums,
   •Social/Meeting                         etc.
                               54                                    54
Tracking Green Power Purchases
When 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
Solutions to Common Portfolio Manager
Problems: 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 available
Less 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
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
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
Automated Benchmarking Service
STEP 1:
   • Create a Portfolio Manager account
STEP 2:
   • Create a facility, building spaces, and meters
STEP 3:
   • Select Automated Benchmarking Services (ABS) link and
     pick utility from drop down list
STEP 4:
   • Complete authorization process for utility meters and input
     utility specific required data
STEP 5:
   • Log back in to Portfolio Manager to see meter data and
     initial benchmarking results


                               59                                  59
Customer Information Standardized
Request (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
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
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
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
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
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
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
Any additional
questions?




                 67
                      67
Appendix 1: Utility Energy Efficiency
             Programs




                  68                    68
Statewide Energy Efficiency Programs
Investor 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 Needs
Utility Programs Can Help Customers with:
    – Energy Analysis
    – Energy Efficiency
    – Demand Response
    – Self Generation
                          69
                                                             69
30 Years of Energy Efficiency Success
Energy efficiency programs have helped keep per capita
electricity consumption in California flat over the past 30
years
    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
Continuous Energy Monitoring
                                                                          2. Assess Performance
1. 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
Eligible Commercial Sectors for Rebates and
Incentives
 • 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
Eligible Commercial Sectors for Rebates and
Incentives cont.
 • Institutional
    – Healthcare, Libraries, Schools, Colleges and Universities
 • Agriculture/Construction
    – Sand, Gravel, Contractors and Growers




                                73
                                                                  73
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 SCE's
     territory SoCalGas or PG&E offers incentives for gas incentives
                                  74
                                                                         74
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
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 SCE's program.

                                76
                                                                         76
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
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
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
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
Savings By Design
A statewide program to encourage new high-performance
nonresidential 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
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
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
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
Utility
ENERGY EFFICIENCY
   PROGRAMS

      85
SCE’s Services for New and Existing
Commercial 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
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
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
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
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
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
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
Appendix 2: Portfolio Manager Resources




                                     93
                                      93
                 93
Hands-On Benchmarking Step by
Step Guide for Office and Retail

 For direct access to the log-in
  screen of Portfolio Manager:

www.energystar.gov/istar/pmpam


             94                    94
Create an Account




             95
                    95
Create an Account




             96
                    96
Enter your information




               97
                         97
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
Continue entering your information




                   99
                                     99
Finish and click “SAVE PROFILE”




                 100
                                  100
User created; return to Login Screen




                       101
                                       101
Enter User Name, Password, then Login




                     102
                                        102
Review info; skip
on next login if desired




    103
                           103
Click link to access
your portfolio




      104
                       104
Click link to add a property




                        105
                               105
Enter Property Type




                      106
                            106
Enter Property Type,
then click CONTINUE




                       107
                             107
Enter General Facility & SPP Info




                       108
                                    108
Enter General Facility Info




                        109
                              109
Scroll down and click SAVE




                 None




          110
                             110
Add New Org and Contact if necessary




                     111
                                       111
Enter info for New Org




                         112
                               112
Enter info, then click SAVE




                       113
                              113
Click to Add New Contact




                      114
                            114
Add New Contact




                  115
                        115
If all info is correct, click DONE




 First Name Last Name




                         116
                                     116
Can always edit info; add notes; SAVE




                              None




                      117
                                        117
Brings you back to Facility Summary




                      118
                                      118
First you have to Add Space




                      119
                              119
Add Space




            120
                  120
Enter the Name, select Space Type




                      121
                                    121
Enter “General Office” as “Office” type,
then CONTINUE




                       122
                                           122
Prepare to enter data collected




                       123
                                  123
Enter data for General Office,
then SAVE




                        124
                                 124
Editing a Space




                        125
                         125
                  125
Return to Facility Summary; scroll down…




                  126
                                           126
See General Office
entered correctly




                 127
                       127
Now add your next space…




           128
                           128
Enter “Overtime Air Tenant” as “Office”
type, then CONTINUE




            129
                                          129
Enter data for Overtime Air Tenant, then SAVE




                    130
                                                130
Verify Overtime Air Tenant entry,
then Add Space




                       131
                                    131
Enter “Data Center” as “Data Center” type,
then CONTINUE




               132
                                         132
Enter Data Center data,
then scroll down…




          133
                          133
…and hit SAVE to continue




         134
                            134
Verify Data Center, then Add Space




                     135
                                     135
Enter “Vacancy” as “Office” space type,
then CONTINUE




                      136
                                          136
Enter data for Vacancy, then SAVE




                      137
                                    137
Verify Vacancy entry,
then Add Space




                        138
                              138
Enter “Parking” as “Parking” space type, then
CONTINUE




                       139
                                                139
Enter data for Parking, then SAVE




                       140
                                    140
Verify Parking entry,
then continue by adding first meter




                       141
                                      141
Begin by entering first meter.
NOTE: Depending on utility, using ABS may require
naming 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
Enter “1123456789” for the
electric meter, then click
SAVE




  143
                             143
“What do I enter and/or select if I plan to use
 ABS rather than entering data manually?”




                    144
                                                  144
If you plan to use ABS, select
“Do Not Add Meter Entries”


                        145
                                 145
“What do I enter and/or select if I want to enter
               data manually?”




                    146
                                                    146
Enter # of Meter Entries to Add and
Start Date, then click CONTINUE



                       147
                                      147
Input form is automatically generated for you to
enter meter info
NOTE: ABS users would not see this screen




                        148
                                                   148
Enter Energy Use per month
 and Cost if desired); then click SAVE




                         149
                                         149
Returns to Facility Summary;
scroll down…




                      150
                               150
Verify the electricity meter,
then Add Meter




                         151
                                151
Enter “2123456789”
      for the gas meter,
      then click SAVE




152
                           152
Enter # of Meter Entries to Add and
 Start Date, then click CONTINUE


              153
                                      153
Enter Energy Use per month
(and Cost if desired); then click SAVE




                       154
                                         154
Returns to Facility Summary;
scroll down…




                      155
                               155
Verify second meter…then scroll back up to see
ENERGY STAR rating
(Could also enter Water Meter data if desired)




                            156
                                                 156
ENERGY STAR rating…




                  157
                        157
158
      158
Hands-On Benchmarking

Benchmarking a Retail Building




            159                  159
Click link to add another property




              160
                                     160
Enter Property Type




                      161
                            161
Enter Property Type,
then click CONTINUE




                       162
                             162
Enter General Facility & SPP Info




                       163
                                    163
Enter General Facility Info




                              None




                        164
                                     164
Scroll down and click SAVE




                None




          165
                             165
Add New Org and Contact if necessary




                     166
                                       166
Enter info for New Org




                         167
                               167
Enter info, then click SAVE




                       168
                              168
Click to Add New Contact




                      169
                            169
Add New Contact




                  170
                        170
If all info is correct, click DONE




First Name, Last Name




                         171
                                     171
Can always edit info; add notes; SAVE




                              None




                      172
                                        172
Brings you back to Facility Summary




                      173
                                      173
First you have to Add Space




                      174
                              174
Add Space




            175
                  175
Enter the Name, select Space Type




                      176
                                    176
Enter “Retail Store” as “Retail” type,
then CONTINUE




                        177
                                         177
Prepare to enter the data
collected




     178
                            178
Enter data for Retail Store,
then SAVE




                        179
                               179
Return to Facility Summary; scroll down…




                  180
                                           180
See Retail Store entered correctly




                    181
                                     181
Now add your next space…




           182
                           182
Enter “Parking” as “Parking” type, then
CONTINUE




            183
                                          183
Enter data for Parking, then SAVE




                    184
                                    184
Enter data for Parking, then SAVE




                    185
                                    185
Verify Parking entry, then continue by entering the
first meter




                       186
                                                      186
Begin by entering first meter.
NOTE: Depending on utility, using ABS may require
naming 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
Enter “1123456789” for the
electric meter, then click
SAVE




  188
                             188
Adding Energy Meters (Manual or ABS)




                    189                189
                                       189
Multiple Energy Types

More than one energy type
     Add New Meter for each energy type
     Examples:




Energy Type             Units
Natural Gas             Ccf, cf, kBtu, kcf, MBtu, Mcf,
                        therms
Fuel Oil #2             Gallons, kBtu, Mbtu

District Steam          kBtu, kLbs, MBtu, MLbs, pounds,
                        therms (100KBTU)
                                                          190
                                                           190
                                190
“What do I enter and/or select if I plan to use
 ABS rather than entering data manually?”




                    191
                                                  191
If you plan to use ABS, select
“Do Not Add Meter Entries”


                        192
                                 192
“What do I enter and/or select if I want to enter
               data manually?”




                    193
                                                    193
Enter # of Meter Entries to Add and
Start Date, then click CONTINUE



                       194
                                      194
Input form is automatically generated for
you to enter meter info
NOTE: ABS users would not see this screen




                         195
                                            195
Enter Energy Use per month
 and Cost if desired); then click SAVE




                         196
                                         196
Returns to Facility Summary;
scroll down…




                      197
                               197
Verify the electricity meter,
then Add Meter




                         198
                                198
Enter “2123456789”
      for the gas meter,
      then click SAVE




199
                           199
Enter # of Meter Entries to Add and
 Start Date, then click CONTINUE


               200
                                      200
Enter Energy Use per month
(and Cost if desired); then click SAVE




                       201
                                         201
Returns to Facility Summary;
scroll down…




                      202
                               202
Verify second meter…then scroll back up to see
ENERGY STAR rating
(Could also enter Water Meter data if desired)




                            203
                                                 203
“What do I enter and/or select if I want to use
  ABS rather than entering data manually?”




                    204
                                                  204
Let’s review
Automated Benchmarking…




                          205
        205
                            205
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
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
Automated Benchmarking
STEP 1:
   • Create a Portfolio Manager account
STEP 2:
   • Create a facility, building spaces, and meters
STEP 3:
   • Select Automated Benchmarking Services (ABS) link and
     pick utility from drop down list
STEP 4:
   • Complete authorization process for utility meters and input
     utility specific required data
STEP 5:
   • Log back in to Portfolio Manager to see meter data and
     initial benchmarking results


                              208                                  208
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
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
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
Automated Benchmarking - SDG&E

Select “San Diego Gas and Electric” from the drop-down
menu under “Option 1: Select Your Current Provider”:




                              212                        212
Automated Benchmarking

Read the Terms of Use and check the box “I agree to my
provider’s Terms of Use”:




                              213                        213
Automated Benchmarking

Select the appropriate “Level of Access” and press “Continue”:




                               214                               214
Automated Benchmarking

Checkmark the box(es) next to the building(s) and the meter(s)
you want data uploaded for. Select “Continue”.




                              215                                215
ABS Authorization Data for SDG&E




                        Account number, meter
                        ID, and zip code -
                        Required data for each
                        authorization




                                           216
            216
                                                 216
Automated Benchmarking

You should now be back to the main ABS Console Screen:




                             217                         217
Automated Benchmarking – SDG&E

SDG&E: Up to 36 months of energy data will be uploaded to your
Portfolio Manager account within one day. You will then be able to view
your score under “Current Rating” in the Facility Performance box:




                                                                     218
                                                                      218
                                218
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
ABS Authorization Data for SCG




                      Account number, meter
                      ID, and zip code -
                      Required once for each
                      authorization




                                           220
           220
                                               220
Automated Benchmarking - SCG

SCG: Up to 36 months of energy data will be uploaded to your Portfolio
Manager account within one day. You will then be able to view your
score under “Current Rating” in the Facility Performance box:




                                                                    221
                                                                     221
                               221
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
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
Automated Benchmarking - SCE

SCE: 12 months of energy data will be uploaded to your Portfolio
Manager account within two days. You will then be able to view your
score under “Current Rating” in the Facility Performance box:




                                                                      224
                                                                       224
                               224
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
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
Automated Benchmarking – PG&E

PG&E: Energy data as far back as 2003 will be uploaded to your
Portfolio Manager account within one day. You will then be able to view
your score under “Current Rating” in the Facility Performance box:




                                                                     227
                                                                      227
                                227
Working with
Portfolio Manager Data




                         228
        228
                           228
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
Portfolio Manager Reports (cont’d)




                                     230
                  230
                                       230
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
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
Setting Energy
Performance Targets




                      233
       233
                        233
234
234
        234
235
235
        235
236
236
        236
237
237
        237
238
238
        238
239
239
        239
240
240
        240
Generating the
Statement of Energy Performance and Data Checklist




                                                     241
                     241
                                                       241
242
242
        242
243
243
        243
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
        245
Applying for the ENERGY STAR Label

Statement of Energy Performance         ENERGY STAR Data Checklist
                                          for Commercial Buildings




                                                                 246
                                                                  246
                                  246
Link to Frequently Asked Questions:
    http://portfoliomanager.custhelp.com/


   Ex: “Why can’t I get a rating?”



                  247
                                            247
                                              247
https://www.energystar.gov/istar/pmpam/help/Warning_Messages
.htm




                              248                              248
                                                                 248
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
Maintaining an accurate rating




                  250
                                 250
251
251
        251

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

  • 1. Benchmarking with EPA’s ENERGY STAR® Portfolio Manager Statewide Training
  • 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. 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. EPA’s Benchmarking Tool The 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. 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 programs For 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. 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 Worship Retail Stores Senior Care Supermarkets Warehouses Wastewater Facilities Treatment Plants 6 6
  • 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. Official Report from Portfolio Manager: Statement of Energy Performance 8 8
  • 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. 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. AB 1103 – Nonresidential Building Benchmarking 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. 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. Draft AB 1103 Definition of Nonresidential Building • “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. 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. Benchmarking Helps Buildings Meet CA’s Other 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. 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. ENERGY STAR Commercial Buildings Program • 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. 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. How Does the Energy Performance Scale 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. 1-100 Energy Performance Score FAQ: Do buildings added to the tool affect the 1 to 100 scale? Performance of buildings added to Portfolio Manager does not change the rating scale. Rating scale is based on 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. Use the Rating to Identify Savings Opportunities 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. For Top Performers: ENERGY STAR Label Energy Performance Score of 75 to 100 Obtain Verification Create and Submit from P.E. or Building Profile Registered Architect Submit SEP, Data Checklist & Application 22 22
  • 23. Portfolio Manager Data Collection User-Friendly Inputs Required 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. 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 PC's Hours Heated Computer Data centers Data Center 30,000 N/A N/A N/A N/A Overtime 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 100,000 meter) N/A N/A 168 N/A 24 24
  • 25. OFFICE BUILDING Data Needed REQUIRED: • 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. 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. 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. 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. DATA CENTER Data Needed REQUIRED: • 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. 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. Energy for all non‐IT equipment use,  including HVAC, lighting, and plug  loads Data Center Energy  into  building,  from all  UPS output  fuel  meter sources Building  master  meter(s) Power  Server Racks & Storage  Uninterruptible  Distribution  Devices Power Supply (UPS) Unit (PDUs)
  • 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 meter sources Building  master  meter(s) Power  Server Racks & Storage  Uninterruptible  Distribution  Devices Power Supply (UPS) Unit (PDUs)
  • 33. RETAIL STORE Data Needed REQUIRED: • 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. 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. 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. 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. BANKING/FINANCIAL Data Needed REQUIRED: • 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. COURTHOUSE Data Needed REQUIRED: • 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. 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. HOTEL Data Needed REQUIRED: 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 center refrigeration/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. SENIOR CARE Data Needed REQUIRED: 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. MEDICAL OFFICE Data Needed REQUIRED: • 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. SUPERMARKET / GROCERY Data Needed REQUIRED: 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. DORMITORY Data Needed REQUIRED: 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. HOUSE OF WORSHIP Data Needed REQUIRED: • 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. K-12 SCHOOL Data Needed REQUIRED: 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. 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. WAREHOUSE (Refrigerated) Data Needed REQUIRED: • Gross floor area (SF) • Weekly operating hours • # of workers on main shift 48 48
  • 49. WASTE WATER TREATMENT PLANT Data Needed REQUIRED: • 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. 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 access NOTE: • 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. 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. 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 only NOTE: • Total # of laundry hook-ups in all units The combined floor area of multi-family housing cannot • # of laundry hook-ups in common area exceed 10% of the total gross floor 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. 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 shift Rule of Thumb: All “Other” must be less than 10% of total square footage for building to be eligible for a 1-100 rating Examples 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. 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) Service Food Service •Vehicle Repair/Service •Restaurant/Cafeteria • Postal Service •Fast Food Storage/Shipping Health Care •Self-Storage •Inpatient (Specialty Hospitals, •Distribution/Shipping Center excluding Children’s) Retail •Clinic/Other Outpatient Health •Vehicle Dealerships Public Assembly Other •Entertainment/Culture •All other types of buildings •Library such as Airplane hangers, •Recreation laboratories, crematoriums, •Social/Meeting etc. 54 54
  • 55. Tracking Green Power Purchases When 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. Solutions to Common Portfolio Manager Problems: 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 available Less 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. 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. 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. Automated Benchmarking Service STEP 1: • Create a Portfolio Manager account STEP 2: • Create a facility, building spaces, and meters STEP 3: • Select Automated Benchmarking Services (ABS) link and pick utility from drop down list STEP 4: • Complete authorization process for utility meters and input utility specific required data STEP 5: • Log back in to Portfolio Manager to see meter data and initial benchmarking results 59 59
  • 60. Customer Information Standardized Request (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. 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. 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. 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. 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. 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. 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
  • 68. Appendix 1: Utility Energy Efficiency Programs 68 68
  • 69. Statewide Energy Efficiency Programs Investor 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 Needs Utility Programs Can Help Customers with: – Energy Analysis – Energy Efficiency – Demand Response – Self Generation 69 69
  • 70. 30 Years of Energy Efficiency Success Energy efficiency programs have helped keep per capita electricity consumption in California flat over the past 30 years 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. Continuous Energy Monitoring 2. Assess Performance 1. 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. Eligible Commercial Sectors for Rebates and Incentives • 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. Eligible Commercial Sectors for Rebates and Incentives cont. • Institutional – Healthcare, Libraries, Schools, Colleges and Universities • Agriculture/Construction – Sand, Gravel, Contractors and Growers 73 73
  • 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 SCE's territory SoCalGas or PG&E offers incentives for gas incentives 74 74
  • 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. 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 SCE's program. 76 76
  • 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. 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. 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. 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. Savings By Design A statewide program to encourage new high-performance nonresidential 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. 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. 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. 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
  • 86. SCE’s Services for New and Existing Commercial 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. 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. 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. 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. 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. 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. 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. Appendix 2: Portfolio Manager Resources 93 93 93
  • 94. Hands-On Benchmarking Step by Step Guide for Office and Retail For direct access to the log-in screen of Portfolio Manager: www.energystar.gov/istar/pmpam 94 94
  • 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. Continue entering your information 99 99
  • 100. Finish and click “SAVE PROFILE” 100 100
  • 101. User created; return to Login Screen 101 101
  • 102. Enter User Name, Password, then Login 102 102
  • 103. Review info; skip on next login if desired 103 103
  • 104. Click link to access your portfolio 104 104
  • 105. Click link to add a property 105 105
  • 107. Enter Property Type, then click CONTINUE 107 107
  • 108. Enter General Facility & SPP Info 108 108
  • 109. Enter General Facility Info 109 109
  • 110. Scroll down and click SAVE None 110 110
  • 111. Add New Org and Contact if necessary 111 111
  • 112. Enter info for New Org 112 112
  • 113. Enter info, then click SAVE 113 113
  • 114. Click to Add New Contact 114 114
  • 115. Add New Contact 115 115
  • 116. If all info is correct, click DONE First Name Last Name 116 116
  • 117. Can always edit info; add notes; SAVE None 117 117
  • 118. Brings you back to Facility Summary 118 118
  • 119. First you have to Add Space 119 119
  • 120. Add Space 120 120
  • 121. Enter the Name, select Space Type 121 121
  • 122. Enter “General Office” as “Office” type, then CONTINUE 122 122
  • 123. Prepare to enter data collected 123 123
  • 124. Enter data for General Office, then SAVE 124 124
  • 125. Editing a Space 125 125 125
  • 126. Return to Facility Summary; scroll down… 126 126
  • 127. See General Office entered correctly 127 127
  • 128. Now add your next space… 128 128
  • 129. Enter “Overtime Air Tenant” as “Office” type, then CONTINUE 129 129
  • 130. Enter data for Overtime Air Tenant, then SAVE 130 130
  • 131. Verify Overtime Air Tenant entry, then Add Space 131 131
  • 132. Enter “Data Center” as “Data Center” type, then CONTINUE 132 132
  • 133. Enter Data Center data, then scroll down… 133 133
  • 134. …and hit SAVE to continue 134 134
  • 135. Verify Data Center, then Add Space 135 135
  • 136. Enter “Vacancy” as “Office” space type, then CONTINUE 136 136
  • 137. Enter data for Vacancy, then SAVE 137 137
  • 138. Verify Vacancy entry, then Add Space 138 138
  • 139. Enter “Parking” as “Parking” space type, then CONTINUE 139 139
  • 140. Enter data for Parking, then SAVE 140 140
  • 141. Verify Parking entry, then continue by adding first meter 141 141
  • 142. Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming 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. Enter “1123456789” for the electric meter, then click SAVE 143 143
  • 144. “What do I enter and/or select if I plan to use ABS rather than entering data manually?” 144 144
  • 145. If you plan to use ABS, select “Do Not Add Meter Entries” 145 145
  • 146. “What do I enter and/or select if I want to enter data manually?” 146 146
  • 147. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 147 147
  • 148. Input form is automatically generated for you to enter meter info NOTE: ABS users would not see this screen 148 148
  • 149. Enter Energy Use per month and Cost if desired); then click SAVE 149 149
  • 150. Returns to Facility Summary; scroll down… 150 150
  • 151. Verify the electricity meter, then Add Meter 151 151
  • 152. Enter “2123456789” for the gas meter, then click SAVE 152 152
  • 153. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 153 153
  • 154. Enter Energy Use per month (and Cost if desired); then click SAVE 154 154
  • 155. Returns to Facility Summary; scroll down… 155 155
  • 156. Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired) 156 156
  • 158. 158 158
  • 159. Hands-On Benchmarking Benchmarking a Retail Building 159 159
  • 160. Click link to add another property 160 160
  • 162. Enter Property Type, then click CONTINUE 162 162
  • 163. Enter General Facility & SPP Info 163 163
  • 164. Enter General Facility Info None 164 164
  • 165. Scroll down and click SAVE None 165 165
  • 166. Add New Org and Contact if necessary 166 166
  • 167. Enter info for New Org 167 167
  • 168. Enter info, then click SAVE 168 168
  • 169. Click to Add New Contact 169 169
  • 170. Add New Contact 170 170
  • 171. If all info is correct, click DONE First Name, Last Name 171 171
  • 172. Can always edit info; add notes; SAVE None 172 172
  • 173. Brings you back to Facility Summary 173 173
  • 174. First you have to Add Space 174 174
  • 175. Add Space 175 175
  • 176. Enter the Name, select Space Type 176 176
  • 177. Enter “Retail Store” as “Retail” type, then CONTINUE 177 177
  • 178. Prepare to enter the data collected 178 178
  • 179. Enter data for Retail Store, then SAVE 179 179
  • 180. Return to Facility Summary; scroll down… 180 180
  • 181. See Retail Store entered correctly 181 181
  • 182. Now add your next space… 182 182
  • 183. Enter “Parking” as “Parking” type, then CONTINUE 183 183
  • 184. Enter data for Parking, then SAVE 184 184
  • 185. Enter data for Parking, then SAVE 185 185
  • 186. Verify Parking entry, then continue by entering the first meter 186 186
  • 187. Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming 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. Enter “1123456789” for the electric meter, then click SAVE 188 188
  • 189. Adding Energy Meters (Manual or ABS) 189 189 189
  • 190. Multiple Energy Types More than one energy type Add New Meter for each energy type Examples: Energy Type Units Natural Gas Ccf, cf, kBtu, kcf, MBtu, Mcf, therms Fuel Oil #2 Gallons, kBtu, Mbtu District Steam kBtu, kLbs, MBtu, MLbs, pounds, therms (100KBTU) 190 190 190
  • 191. “What do I enter and/or select if I plan to use ABS rather than entering data manually?” 191 191
  • 192. If you plan to use ABS, select “Do Not Add Meter Entries” 192 192
  • 193. “What do I enter and/or select if I want to enter data manually?” 193 193
  • 194. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 194 194
  • 195. Input form is automatically generated for you to enter meter info NOTE: ABS users would not see this screen 195 195
  • 196. Enter Energy Use per month and Cost if desired); then click SAVE 196 196
  • 197. Returns to Facility Summary; scroll down… 197 197
  • 198. Verify the electricity meter, then Add Meter 198 198
  • 199. Enter “2123456789” for the gas meter, then click SAVE 199 199
  • 200. Enter # of Meter Entries to Add and Start Date, then click CONTINUE 200 200
  • 201. Enter Energy Use per month (and Cost if desired); then click SAVE 201 201
  • 202. Returns to Facility Summary; scroll down… 202 202
  • 203. Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired) 203 203
  • 204. “What do I enter and/or select if I want to use ABS rather than entering data manually?” 204 204
  • 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. 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. Automated Benchmarking STEP 1: • Create a Portfolio Manager account STEP 2: • Create a facility, building spaces, and meters STEP 3: • Select Automated Benchmarking Services (ABS) link and pick utility from drop down list STEP 4: • Complete authorization process for utility meters and input utility specific required data STEP 5: • Log back in to Portfolio Manager to see meter data and initial benchmarking results 208 208
  • 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. 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. 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. Automated Benchmarking - SDG&E Select “San Diego Gas and Electric” from the drop-down menu under “Option 1: Select Your Current Provider”: 212 212
  • 213. Automated Benchmarking Read the Terms of Use and check the box “I agree to my provider’s Terms of Use”: 213 213
  • 214. Automated Benchmarking Select the appropriate “Level of Access” and press “Continue”: 214 214
  • 215. Automated Benchmarking Checkmark the box(es) next to the building(s) and the meter(s) you want data uploaded for. Select “Continue”. 215 215
  • 216. ABS Authorization Data for SDG&E Account number, meter ID, and zip code - Required data for each authorization 216 216 216
  • 217. Automated Benchmarking You should now be back to the main ABS Console Screen: 217 217
  • 218. Automated Benchmarking – SDG&E SDG&E: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box: 218 218 218
  • 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. ABS Authorization Data for SCG Account number, meter ID, and zip code - Required once for each authorization 220 220 220
  • 221. Automated Benchmarking - SCG SCG: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box: 221 221 221
  • 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. 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. Automated Benchmarking - SCE SCE: 12 months of energy data will be uploaded to your Portfolio Manager account within two days. You will then be able to view your score under “Current Rating” in the Facility Performance box: 224 224 224
  • 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. 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. Automated Benchmarking – PG&E PG&E: Energy data as far back as 2003 will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box: 227 227 227
  • 228. Working with Portfolio Manager Data 228 228 228
  • 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. Portfolio Manager Reports (cont’d) 230 230 230
  • 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. 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
  • 234. 234 234 234
  • 235. 235 235 235
  • 236. 236 236 236
  • 237. 237 237 237
  • 238. 238 238 238
  • 239. 239 239 239
  • 240. 240 240 240
  • 241. Generating the Statement of Energy Performance and Data Checklist 241 241 241
  • 242. 242 242 242
  • 243. 243 243 243
  • 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. 245 245 245
  • 246. Applying for the ENERGY STAR Label Statement of Energy Performance ENERGY STAR Data Checklist for Commercial Buildings 246 246 246
  • 247. Link to Frequently Asked Questions: http://portfoliomanager.custhelp.com/ Ex: “Why can’t I get a rating?” 247 247 247
  • 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. Maintaining an accurate rating 250 250
  • 251. 251 251 251