DOE Technical Assistance Program

1. DOE Technical Assistance Program April 14, 2011 Peter Flippen ICF International Advanced Benchmarking: Benchmark Building Energy Use Quickly and Accurately Using EPA's ENERGY STAR Portfolio Manager

2. What is TAP? DOE’s Technical Assistance Program (TAP) supports the Energy Efficiency and Conservation Block Grant Program (EECBG) and the State Energy Program (SEP) by providing state, local, and tribal officials the tools and resources needed to implement successful and sustainable clean energy programs.

3. How Can TAP Help You? On topics including: • Energy efficiency and renewable energy technologies • Program design and implementation • Financing • Performance contracting • State and local capacity building • TAP offers: • One-on-one assistance • Extensive online resource library, including: • Webinars • Events calendar • TAP Blog • Best practices and project resources • Facilitation of peer exchange

4. The TAP Blog Access the TAP Blog!http://www.eereblogs.energy.gov/tap/ Provides a platform for state, local, and tribal government officials and DOE’s network of technical and programmatic experts to connect and share best practices on a variety of topics.

5. Accessing TAP Resources We encourage you to: 1) Explore our online resources via the Solution Center 2) Submit a request via the Technical Assistance Center • 3) Ask questions via our call center at 1-877-337-3827 or email us at solutioncenter@ee.doe.gov

6. Agenda • Introduction • Portfolio Manager Overview • Portfolio Manager Demo and Slides • Benchmarking Efficiently • Benchmarking Accurately • Generating Reports in Portfolio Manager

7. Using Grant Funds for Benchmarking • Measurement and energy tracking – encouraged uses • EECGB categories helpful to benchmark • 3: energy audits • 5: retrofits • 6: energy efficiency programs • 13: on-site renewable energy generation • Using Portfolio Manager for reporting is allowable admin expense • Guidance on the web: http://www1.eere.energy.gov/wip/guidance.html

8. ENERGY STAR Buildings Program:Success by the Numbers Over the past decade, through December 2010: • Measured energy performance of more than 200,000 buildings • 5,800 organizationsjoined as partners • 12,600 buildingsearned the ENERGY STAR across 50 states • Prevent GHG emissions equal to the electricity use of60 million American homes every year www.energystar.gov/decade

9. Local Government Case Study • Arlington County, VA • 68 buildings, most owned, 2 million square feet • Program included Portfolio Manager benchmarking and disclosure • 2007 to 2009 • 3,000,000 kwh and 20,000 therms saved • 7 % overall reduction • $300,000 annual avoided energy costs http://www.arlingtonva.us/Portals/Topics/AIRE/BuildingEnergy.aspx

10. Buildings receiving a score (cumulative)

11. What is Portfolio Manager? • Free, web-based tool for benchmarking existing buildings • Provides benchmarks for all commercial buildings, including: • ENERGY STAR energy performance score (1 to 100) for eligible buildings, and • Normalized energy use intensities (EUI) for all buildings • Facilitates applications for ENERGY STAR certification and Leaders recognition

12. What is EPA’s Energy Performance Rating Scale? • 1 to 100 score for existing commercial buildings • 50 = national average • 75 = qualification for ENERGY STAR certification • Normalizes for weather, operating hours, occupant density, plug load 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.

13. ENERGY STAR Score Eligible Building Types Houses of Worship K-12 Schools Office Buildings Bank/Financial Institutions Dormitories Medical Offices Hospitals Retail Stores Warehouses Hotels Wastewater Treatment Plants Data Centers Supermarkets Courthouses Coming March 2011 Senior Care Communities

14. User-Friendly Inputs Required for Energy Intensity Additional Information Required for Score

15. Top Five Benefits of Benchmarking with Portfolio Manager Verify pre- and post-project energy use, 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 Identify billing errors

16. Agenda • Introduction • Portfolio Manager Overview • Portfolio Manager Demo and Slides • Benchmarking Efficiently • Benchmarking Accurately • Reporting

17. Data Entry Options • Single Building Manual Entry • Enter benchmarking information into Portfolio Manager. • Bulk Data Upload • Upload large sets of data in Portfolio Manager using an Excel template. • Automated Benchmarking Services • A framework for exchanging data using web services between the EPA’s rating system and third parties.

18. Building Import Templates • Mass Import Template • For initial import of 10 or more buildings of the same type (e.g. 10+ offices, 10+ schools) • Specific Excel template for each building type • Multi Facility Meter Update • For meters already in PM • Users select # of meters and months to update • User uploads completed spreadsheet in PM and receives email when meters are updated

19. Automated Benchmarking System (ABS) A web-based data exchange between EPA’s Portfolio Manager and third party systems. Third parties IT teams develop a system to exchange data based on the data exchange rules. • Third parties send customer data to EPA. EPA sends back benchmarking results. • Customer can view benchmarking results in third party tool or Portfolio Manager.

20. Automated Benchmarking Providers Complete list: http://www.energystar.gov/index.cfm?c=spp_res.pt_spps_automated_benchmarking

21. Utility ABS Around the Country Current ABS providers Washington Utilities: Avista Utilities, Puget Sound Energy California utilities: PG&E, SDG&E, SoCal Gas, Southern California Edison, SMUD ComEd, WPPI Energy (WI schools) Developing ABS Seattle City Light Considering ABS Austin Energy, Arizona Public Service, Baltimore Gas & Electric, Pepco www.energystar.gov/abs

22. Agenda • Introduction • Portfolio Manager Overview • Portfolio Manager Demo and Slides • Benchmarking Efficiently • Benchmarking Accurately • Generating Reporting in Portfolio Manager

23. Is Building Eligible for Score? Buildings to be scored require more detailed info • Score eligibility rules: • Must be > 5,000 sq ft (except hospitals, bank branches, data centers, and houses of worship) • Floor area of “Other” space (e.g. library, restaurant) cannot >10% of the total area • >50% of the floor area must fall under one eligible space type

24. Defining Space Types X no  yes

25. Additional Space Types Used in Benchmarking Buildings Parking energy use… Is tracked on the main meter – do account for it as a space Is separately metered – do not account for it as space in benchmarking Benchmark as separate building Other For space types that do not have their own rating model (e.g., restaurant on ground floor, maintenance garage) • Rule of Thumb: Other must be less than 10% of total square footage for building to be eligible for a rating

26. Approach for Vacant Space Input vacant space as a separate Office space 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 Rule of Thumb: If vacant space averages more than 10% of the building floor area over the past 12 months add it to the tool

27. Agenda • Introduction • Portfolio Manager Overview • Portfolio Manager Demo and Slides • Benchmarking Efficiently • Benchmarking Accurately • Generating Reports in Portfolio Manager

28. Verify Improvements… and Communicate Them! • Arlington County, VA’s 2007-2009 Building Energy Report Cards • More about the County’s Building Energy Report Cards at: www.arlingtonva.us/portals/topics/aire/page66219.aspx

29. Reporting Capabilities Create custom views See “Change from baseline: adjusted energy use (kbtu)” for PAGE reporting Highlighted in program guidance Reporting tool capabilities: Gives user access to much more data Download data in Excel, CSV, PDF, and XML Reporting tool options: Use standard “Energy Performance” report Create and export a custom view designed specifically for grantee reporting needs

30. Reporting Timeline • Grantee should begin benchmarking now and ongoing • Reporting happens at specific times • Select specific baseline to compare to recent/current period • Set baseline at month/year of retrofit completion • Score / energy intensity can start to show change within a couple months of project • Full effect of project is reflected 12 months after project completion

31. 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

32. Other ENERGY STAR Training Offerings • ENERGY STAR offers no-cost online, interactive training, including webinars, animated trainings, and pre-recorded sessions: • Best Practices to Improve Energy Performance in Commercial Buildings • ENERGY STAR and Green Building Rating Systems • Purchasing and Procuring Efficient Equipment • Financing Energy Efficiency Improvements • Computer Power Management with ENERGY STAR     • And many more! • Visit www.energystar.gov/buildingstraining for a list of training sessions

33. Upcoming Webinars Please join us again: Title: Exterior Solid-State Lighting Solutions for Municipal Host: Chad Bulman, Midwest Energy Efficiency Alliance Date: April 19, 2011 Time: 2:00-3:00 EDT Title: Engaging Financial Institution Partners  Host: Mark Zimring, Lawrence Berkeley National Laboratory Date: April 25, 2011 Time: 2:00 – 3:30 PM EDT Title: Energy Conservation Modeling for Weatherization  Host: Ed Pierce, Oak Ridge National Laboratory Date: April 27, 2011 Time: 3:00 - 4:15 PM EDT Title: Interactions between Energy Efficiency Program Funded under Recovery Act and Utility Customer-funded Energy Efficiency Programs Host: Chuck Goldman, Lawrence Berkeley National Laboratory Date: April 28, 2011 Time: 2:00-3:30 PM EDT Title: Residential Retrofit Program Design Guide Overview Host: Vermont Energy Investment Corp. Date: May 3, 2011 Time: 2:00 - 3:00 PM EDT For the most up-to-date information and registration links, please visit the Solution Center webcast page at www.wip.energy.gov/solutioncenter/webcasts

34. Next steps • Hold a benchmarking kick-off meeting • Consider incorporating Portfolio Manager benchmarking into current commercial building efficiency projects to promote transparency and accountability. • Work with your organization’s facility or energy management department to benchmark public facilities to show leadership in the state/city/community. • Complete a DOE technical assistance request for additional support needed to incorporate benchmarking into projects.

35. Thank you! ENERGY STAR Web site: www.energystar.gov/benchmark DOE Solution Center: www.eere.energy.gov/wip/solutioncenter DOE Technical Assistance Center: https://tac.eecleanenergy.org/ Peter Flippen, pflippen@icfi.com, Technical Assistance Support Contractor for the Department of Energy Leslie Cook, cook.leslie@epa.gov, ENERGY STAR Public Sector Program Manager