ENERGY STAR Training Update

Denessa Moses, Amatullah R’id

and Alexandra Sullivan

June 2009

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WELCOME!

As trainers, you are leading the way in educating individuals on how to use Portfolio Manager and begin benchmarking

More than ever, it is critically important that we get the news out about PM and make sure that individuals are trained on how to use the tool Program growth continues to reflect increased use of PM –

through 2008, more than 80,000 buildings had been rated, representing more than 11.5 billion square feet

State and local governments across the country are taking bold steps to protect the environment and lower energy costs by adopting policies that leverage EPA’s ENERGY STAR tools to reduce energy use in commercial buildings, through both required policy measures and voluntary campaigns. Some examples include the following:

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Washington– Public Building Benchmarking and ENERGY STAR Disclosure During Commercial Real Estate Transactions

State Bill 5854 - 2009-10 (Signed May 8, 2009) Requires qualifying utilities to maintain records of energy data of all

nonresidential customers and qualifying public agency buildings in a format compatible with EPA’s Portfolio Manager.

The State will use Portfolio Manager for state-owned facilities and make resulting energy performance metrics publicly available.

Beginning in 2010, eligible privately-owned commercial buildings are required to be benchmarked using Portfolio Manager and resulting metrics will be disclosed to a prospective buyer, lessee, or lender.

For new construction, the WA Department of Community, Trade, and Economic Development must determine the appropriate methodology to measure achievement of state energy code targets using EPA’s Target Finder or equivalent methodology.

More at:http://apps.leg.wa.gov/documents/billdocs/2009-10/Pdf/Bills/Session%20Law%202009/5854-S2.SL.pdf

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New York City – Proposed Benchmarking and Disclosure for Existing Commercial Buildings

Proposed Int. No. 476-A (Introduced to City Council on April 22, 2009)

Would require eligible privately owned buildings on tax lots with more than 50,000 gross square feet of built area and all municipal buildings greater than 10,000 gross square feet to benchmark in Portfolio Manager.

Energy performance results to be published on a publicly available online database beginning September 1, 2011 for City buildings, September 1, 2012 for private non-residential buildings, and September 1, 2013 for multi-family residential buildings.

More at: www.nyc.gov/html/planyc2030/html/plan/buildings_plan.shtml

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Planned EPA Resources

Quarterly Technical Updates – Next meeting scheduled in August (date TBD)

Web Page

Monthly Portfolio Manager Update

Train the Trainer Session

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Today’s Agenda

Provide technical update on Portfolio Manager

Give you an opportunity to ask questions Remember to send technical questions to

buildings@energystar.gov. When you send, identify yourself as a trainer and let them know who you represent and who you are training.

Let us know how we can provide additional support

Contact Susan Bailey at bailey.marysusan@epa.gov

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Technical UpdatePortfolio Manager

Objectives EPA Rating Overview Source, Site and Emissions Weather Normalization Recent Changes

February 2009 Weather Data Upload

Upcoming Changes Portfolio Manager Reporting Feature August 2009 Model Changes

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Objectives

Content EPA can share technical details about recent updates

and upcoming plans You can ask detailed questions and provide real world

examples of questions from people using Portfolio Manager

Goals Keep you informed so you are not surprised by any

changes in the tool Prepare you to respond to a variety of questions

during your trainings Alert EPA of common areas of confusion so that we

may assess the need for modification to Portfolio Manager

EPA Rating Overview

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EPA RatingObjectives

Help businesses protect the environment through superior energy efficiency

Motivate organizations to develop a strategic approach to energy management

Convey information about energy performance in a simple metric that can be understood by all levels of the organization

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EPA RatingsObjectives

Monitor actual as-billed energy data Create a whole building indicator

Capture the interactions of building systems not individual equipment efficiency

Track energy use accounting for weather and operational changes over time

Provide a peer group comparison Compare a building’s energy performance to its

national peer group Track how changes at a building level alter the

building’s standing relative to its peer group

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EPA Ratings Technical foundation

Analyze national survey data Commercial Building Energy Consumption Survey

(CBECS) Develop regression models to predict energy use

for specific space types based on operations Create scoring lookup table

Ratings are based on the distribution of energy performance across commercial buildings

One point on the ENERGY STAR scale represents one percentile of buildings

Buildings that perform in the 75th percentile or better can earn the ENERGY STAR label

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EPA Ratings Technical foundation

Develop the regression model Account for building operations (e.g., hours of operation, number

of workers, number of computers, HDD, CDD) Apply a linear regression model

Energy Intensity = Co+ C1*OperatingHours + C2*WorkerDensity +

C3*ComputerDensity + C4*HDD + …

Coefficients represent average responses Coefficients provide adjustments for each operational

characteristic• Does not add the kWh of each piece of equipment• Does adjust energy based on correlation between operating

characteristic and energy use

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EPA Ratings Technical foundation

The rating does Evaluate as billed energy use relative to building

operations Normalize for operational characteristics (e.g., size,

worker density, hours of operation, climate) Depend on a statistically representative sample of the

US commercial building population The rating does not

Attempt to sum the energy use of each piece of equipment

Normalize for technology choices or market conditions (e.g., type of lighting, energy price)

Explain why a building operates as it does

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How is a rating determined?

EPA ratings identify the percentile of performance for a building’s EUI when normalizing for key operating characteristics in the regression equation

Two example hotels Same climate Same EUI Different operation

• Large hotel with many rooms and services vs. smaller hotel

Different ratings

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How is a rating determined?

 Sample

Small HotelSample

Large Hotel

Square Feet 65,000 750,000

# of Rooms 150 1,000

Presence of Food Preparation No Yes

# of Commercial Refrigeration Cases 1 20

# of Workers 15 555

Predicted EUI (kBtu/square foot) 188 248

Actual EUI (kBtu/square foot) 210 210

Rating 31 61

Source, Site, and Emissions

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Source and Site Energy

Because ENERGY STAR rates the whole building, the ratings must account for any mix of fuels

Site Energy Energy consumption expressed on utility bills Includes combination of primary and secondary energy, which are

not directly comparable• Some heat and electricity comes from fuels burned on-site (e.g.

natural gas), while some comes from fuels burned off-site (e.g. electricity and district steam)

Source Energy Traces on-site consumption back to energy content of primary

fuels Accounts for the losses in conversion from primary to secondary

energy (which can occur either on-site or at a utility) Accounts for losses in distribution to buildings

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Source and Site Energy

National conversion factors are used to compute source energy One conversion factor for each fuel Enables rating to assess thermodynamic efficiency of

the building An individual building is not credited (or penalized) for

the efficiency of its provider• Two equivalent buildings with different providers have same

efficiency• For example - coal fired electricity and hydroelectric power are

combined into a single national conversion factor for electricity

Ratings are based on energy consumption not on total CO2 emissions

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Emissions

Full inventory of emissions from energy use requires both direct and indirect emissions Note that emissions do not include any other sources such as

vehicle fleets, refrigerants, or employee commutes Indirect emissions

Emissions generated at a power plant• Electricity, district steam, district chilled water, etc

Direct emissions Emissions generated from fuels burned at the building

• Natural gas, fuel oil, propane, etc

Emissions calculations are computed according to common standards WRI/WBCSD, Climate Leaders, DOE

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Emissions

Reference for emissions factor Available on Portfolio Manager Supporting Documents page http://www.energystar.gov/index.cfm?c=evaluate_performance.bu

s_portfoliomanager_docs

All emissions factors Include CO2, CH4 and N2O Metric tons of carbon dioxide equivalent: MtCO2e Follow standard reporting protocol

Indirect emissions factors Regional factors Based on 26 eGRID sub-regions

Direct emissions factors National factors Standard combustion assumptions

• default values from Climate Leaders

Weather Normalization

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Weather Normalization

Goal Enable comparison of energy use at a single facility over time

Definition Weather normalized source energy is the energy a building

would have used under 30-year average weather conditions Calculation

Building-specific regression to define the relationship between monthly average temperature an monthly electric and gas use

Use building-specific relationship to extrapolate energy use to the 30-year average temperatures

Application Available to all buildings in Portfolio Manager

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Weather in Ratings

Rating calculations incorporate As experienced HDD and CDD As experienced energy

To compute a rating Do not need to adjust actual energy use

according to “normalization” described on previous slide

Ratings account for weather but do not use the weather normalized source energy use

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Quick Tips and Facts

Buildings are compared with CBECS not with other buildings in Portfolio Manager

Enter as few spaces as possible If the building is one office building you do not need to enter each

tenant separately Enter as few space types as possible

There is no need to separate out a small Starbucks and flower shop on the first floor of a large office building

You must include all energy use Source energy factors national Emissions factors are regional Operating Hours

When people are in the building (not when equipment turns on) Workers

Workers on a single shift Not visitors

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User Account Guidance

*** WARNING ***

Never provide your user name and password to otherindividuals to view or manage data in your account. Doingso will allow them to change your password withunintended consequences (i.e. locking you out of youraccount), or to change data in your account without yourknowledge. Instead, individuals within your organizationshould set up their own accounts. Portfolio Manager allowsyou to provide other users with access to view or modifyfacilities in your portfolio using the Sharing feature.

Recent Changes

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February 2009

K12 School Now distinguish between high school and non Some new inputs added to PM Average rating changes were small

Hotel No longer use amenity categories, now use more

specific measures of hotel operations More equitable model for various hotel sizes and

amenity categories Rating decreases Finalizing a short FAQ document to post on website

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February 2009

Pool Minor updates to engineering calculations

Eligibility 50% Rule 11 months of space attributes

Multifamily Housing New non-ratable space type For energy tracking purposes only

ABS 2.1 Updated to reflect all February changes in automated

schema

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New Weather Data Requirements

Issue: Users were seeing rating fluctuations when weather data was updated in PM.

Solution: The rating will not be available for periods where a

full 12 months of weather data is not available.

Ratings with no weather data for a given period will display as N/A with an appropriate message indicating the lack of weather data in the N/A pop-up

Upcoming Changes

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Types of Changes Made in Portfolio Manager

(MINOR) O&M Release Includes minor changes and defect corrections Schedule: Changes released last Friday of every month

(MODERATE) Enhancement Release Includes mid-scale changes to functionality Schedule: As needed, no fixed date

(MAJOR) Release Includes mostly revisions that impact existing/new space

models Schedule: Changes occur every six months - on last Monday

in January and July (possible 1 month extension)

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July 2009New Reporting Feature

In final phase of development, now Will use a Data Warehouse Users will have ability to generate reports on data

within their account, and buildings shared with them Tabular and graphical display of data Preset list of (8) report types and filters available Quick Reference Guide available in tool On-line Training will be developed Customizable reports available in later release

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August 2009On-site renewable energy

What Require energy data from on-site solar and wind

Why To provide a more complete picture of total site energy

use and a more accurate rating Two buildings with 100% on-site solar may not have

the same energy efficiency • e.g. resistance heating and ground source heat pumps

Details To be provided at the next meeting

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August 2009Hotel Optional Characteristics

What Additional hotel optional operating characteristics to be added

Why To provide added detail on services at hotels which EPA can

analyze to respond to questions and demonstrate that the model is equitable

Details – Five new attributes Hours per day the guests are on-site Number of guest-meals served Square footage of full service spas Square footage of gym/fitness center Quantity of laundry processed

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August 2009Retail and Mixed Use

What Expanded definition of retail and new guidance for

entering mixed use properties Why

Confusion among partners about how to enter mixed use properties, especially in urban settings

Details New web language on steps to enter a mixed-use

building New rule for retail space: retail space must have an

exterior entrance to the public to earn a rating• New attribute for this question (yes/no)

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August 2009Religious Worship

New performance rating model! User inputs

Gross floor area Maximum seating capacity Weekdays of operation Hours of operation per week Number of personal computers Presence of cooking facilities Number of commercial refrigeration units

Other – Religious Worship All buildings with this classification will convert to the new,

ratable space type Worship will no longer be a sub-category of Other

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August 2009Warehouse

Updated performance rating model Changes

More recent data (CBECS 2003) Based on Source EUI (energy per square foot) No new operating characteristics One removed operating characteristic (HID Lighting) Distribution Centers are now eligible for a rating Self-Storage facilities are still ineligible for a rating

(considered “Other”) Refrigerated and non-refrigerated will have different

user input requirements…

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August 2009Warehouse Unrefrigerated Warehouse operating characteristics:

Gross Floor Area Weekly Operating Hours Workers on Main Shift Percent Heated Percent Cooled Number of Walk-in Refrigeration/Freezer units Optional: Distribution Center (yes/no)

Refrigerated Warehouse operating characteristics: Gross Floor Area Weekly Operating Hours Workers on Main Shift Cooling Degree Days (no user input)

Questions