The document summarizes an agenda for a mid-sized city building energy benchmarking workshop. The agenda includes presentations on energy benchmarking trends, options, and benefits; implementation support and expertise; a building manager perspective; and the Hennepin County energy benchmarking platform. There will also be a question and answer session and expert hub segment. The workshop aims to educate attendees on energy benchmarking and transparency policies and programs.

1. Mid-Sized City Building Energy
Benchmarking Workshop

2. Workshop Agenda
Energy Benchmarking Trends, Options, & Benefits
Zach Hart | Institute for Market Transformation
Implementation Support & Engagement Expertise
Katie Jones Schmitt | Center for Energy & Environment
A Building Manager Perspective
Angela Samargia | McGough
-- Q&A + Discussion --
Hennepin County Energy Benchmarking Platform
Leah Hiniker & Sarah Jordan | Hennepin County
-- Expert Hub Segment + Closing --

4. Mid-Sized City Building Energy
Benchmarking Workshop

5. Energy Benchmarking
and Transparency
Zachary Hart
Manager, Building Energy Performance Policy, IMT
Mid-Size City Building Energy Benchmarking Workshop
Minneapolis, MN
March 23, 2017

6. The Institute for Market Transformation
(IMT)
Our Vision
A future in which the social,
environmental, and economic
value of energy efficiency is
realized and all buildings are
highly efficient.

7. Start with the End: Vision for
Minnesota Buildings
All buildings in Minnesota are energy efficient and
actively managing their energy usage.

8. Identify Market Barriers Related to Buildings
Barrier
Informational Lack of transparency around efficiency
Institutional Energy efficiency is undervalued
Transactional Split incentives
Organizational Information doesn’t flow within company or process
Inertia Business as usual continues without intervention

9. Policy & Program Solutions
Barrier Policies and programs to address the barrier
Informational Benchmarking and transparency
Industry education (construction, design)
Institutional Appraisers valuation of efficiency
Industry education (lenders)
Transactional Energy-aligned leasing
Industry education (brokers)
Organizational Energy management systems
Code compliance
Inertia Retrofit accelerator
Energy audit/building tuning (RCx) law
Mandatory building performance improvement

10. Energy Benchmarking and
Transparency

11. Energy Benchmarking and
Transparency
When performance is measured,
performance improves. When
performance is measured and
reported back, the rate of
improvement accelerates.

12. Elements of Benchmarking PolicyPolicyFramework
Benchmarking
Reporting
Transparency
Component Audience Outcomes
Owners compare their properties to
peers and look for opportunities to
improve
 Building Owners
 Policymakers
 Utility program
administrators
 Researchers
 Buyers and
tenants
 Brokers
 Financing and
investment firms
 Purchasing and leasing decisions
include information about energy
use
 High performing buildings achieve
higher valuations and lower
vacancy rates
 Target incentives toward low
performing buildings and market
sectors
 Track progress toward goals

13. U.S. Building Benchmarking and
Transparency Policies

14. Benefits of Benchmarking

15. Covered Buildings

16. Requirements for a Successful Benchmarking
Program
 Robust stakeholder engagement
 Access to necessary data
 Data management infrastructure
 Training and Help Center
 Data reporting and transparency
 Pathway for owners to take the next steps

17. Stakeholder Engagement
Owners/Operators Tenants Construction/Design
Property Managers Investors/Lenders Appraisers
Brokers Utilities EE Implementers

18. Utility Data Best Practices
 Accurately mapping
meters to buildings
 Streamlined tenant
consent/authorization
options
 Streamlined transfer of
utility bill data to
benchmarking tools

19. Working With Data
Data Access
(Utility and Other)
Data Quality
Data Analytics
Data Sharing
Data
Management
Data Driven
Decision Making
Collect Organize/Manage Use ENERGY
EFFICIENCY
IMPROVEMENTS

20. Benefits of a Help Center
 Improve compliance rates
 Ensure a more positive
experience for parties subject to
regulations
 Improve public support for policy
 Raise accuracy of submissions
 Increase understanding of how
to use benchmarking results
 Provide guidance and resources
to help drive action

21. Data Reporting and Transparency

22. Potential Assignments of
Responsibilities
Activity State/
County
Local Utility NGO
Advisory group L S
Develop building inventory L S
Develop/maintain program website L
Stakeholder outreach L L
Help center L S S
Trainings L L S
Automated data transfer S L
Compliance and enforcement S L
Data analysis L S S
L = Lead role
S = Supporting role

23. Zachary Hart
zachary.hart@imt.org