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Establishing a Baseline,
Energy Audits and Energy
Star’s Portfolio Manager
David Tucker
www.efcnetwork.org
7/23/2013
ENERGY STAR
• Who here has heard of ENERGY STAR
before today?
• What do you know about this program?
www.efcnetwork.org
7/23/2013
• Voluntary climate protection partnership with US
EPA and US DOE
• Strategic approach to energy management,
promoting energy efficient products and practices
• Helps organizations save money and protect the
environment
• Influential brand recognized by over 85 percent of
Americans
What is ENERGY STAR?
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• EPA Portfolio Manager
– Free tool to benchmark all buildings
– Access to planning tools and resources
– Permanent record of benchmarks that can be
referenced in the future
– www.energystar.gov
ENERGY STAR Continued
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10 Billion Power Supplies in Use
Worldwide (est.) • Computers • Printers • Monitors • Scanners • PDAs • Barcode scanners • Servers • Camcorders • CD/DVD Players • TVs/VCRs • Set-top boxes
• Cell phones • Cordless phones • Power tools • Modems • Medical Equipment • Avionics/Navigation Equipment • Test and Measurement Equip. • Appliances … to name a few
2009 Consumer Electronic shipments reached nearly $110 billion – Consumer Electronics
Association, Market Research, Jan. 2009
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Assessing Energy Performance
What is a Benchmark?
A standardized, comparable metric of whole building energy performance.
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The National Picture: Benchmarking
Legislation Gaining Momentum
Image used with permission of the Institute for Market Transformation
http://www.buildingrating.org/sites/default/files/documents/US_Rating_Map.pdf
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Who can give me some
examples of benchmarking?
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• Heighten awareness of energy use
• Assess effectiveness of current operations,
policies, practices
• Set priorities for upgrade efforts and retrofits
• Track, verify, and recognize achievements
• Document role in environmental stewardship
and demonstrate success
Why Benchmark?
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Energy Benchmarking
• Allows you to gauge your buildings’ efficiency by:
– Comparing buildings across your organization – Comparing buildings to national averages – Comparing individual buildings from year-to-year
• Provides the first step to developing an energy efficiency plan and a mechanism for tracking
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Energy Benchmarking
Building age is not an indicator of energy use.
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Comparative Metric Is 60 MPG high or low for this automobile?
Is 90 kBtu/SF/YR high or low for this building?
Fuel Efficiency: MPG
Energy Performance Rating: 1 to 100
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National Energy Performance Rating System
100 1 25 50 75 Energy Performance Rating
Energy Use Highest Lowest
The rating system overlays a 1 to 100 scale
over national data, giving relative meaning to energy use
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Obtaining an
Energy Performance Rating
ENERGY STAR Portfolio Manager
Existing Commercial Buildings
www.energystar.gov/benchmark
ENERGY STAR Target Finder
Commercial New Construction Projects
www.energystar.gov/targetfinder
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7/23/2013
• Energy expenses offer large
investment opportunity
• Not addressing these
opportunities is costly
• Comprehensive projects yield
substantial $ savings
• Where to begin?
Energy Efficiency Premise:
Energy Costs are not Fixed Costs
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• Building Upgrade Value
Calculator – Commercial
Real Estate
• Financial Value
Calculator – Corporate
Real Estate
• Cash Flow Opportunity
Calculator – Public
Sector
Financial Value Tools
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• On-line Education:
– Designing Top Energy Performing Buildings
– Benchmarking Using Portfolio Manager
– Best Practices
– Performance Contracting and Financing
• Offered Live, Pre-recorded, or Self-Guided formats
Energy Star Training Resources
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7/23/2013
Energy Audits
Have you had an energy audit?
A.Yes.
B.No.
Yes.No.
50%50%
Has anyone here done energy
management for your system?
A.Yes.
B.No.
Yes.No.
50%50%
My system is considering energy
management projects to:
A. Purchase more efficient
pump motors
B. Install Variable Frequency
Drives on existing pumps
C. Adjust water pumping
schedules
D. Lighting improvements
E. Improvements to Heating,
Ventilating, and Air
Conditioning
F. Install solar PV panels
G. Other Purchase
more
effi
cient..
.
Inst
all Var
iable
Frequenc..
.
Adjust
wate
r pum
ping s.
..
Lightin
g im
prove
ments
Impro
vements
to H
eatin..
Inst
all sola
r PV p
anels
Other
14% 14% 14% 14%14%14%14%
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Identifying Opportunities:
Basics of Conducting an Energy Audit
• Scope • Energy/utility bill review – Before site visit
• Plot the usage data – does it make sense? • Check rate schedule – other “add-ons” • Benchmarking
• Have the right people on the team • Data collection – on site • Target energy uses
• Process/motors, HVAC, lighting
• Getting the questions answered • Recommendations • Financial analysis – cost, savings, payback
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Site:
Building: (Name,
year built)
Site Contact -Title
Name:
Phone:
E-mail:
County:
Use (Office, etc.)
Floor Area: (GSF)
Street Address:
Mailing Address:
City:
State:
Zip Code:
Surveyor Name:
Team:
Survey Date: Client - Please complete the top
Survey Time: of this page and pages 2 and 3
The section below is completed by WRP assessor.
Baseline Energy Data (See Annual Energy Consumption Worksheet):
Total energy index:
Water/sewer cost: $0.00 Per year
Gallons per Occupant: #DIV/0!
Gallons / sf #DIV/0!
$0.00
Dom hot water
Utilities supplied to bldg. (Enter 1 if
present, 2 if present and metered):
Gallons per year
0
#DIV/0!
Propane
Steam
Total water use:
After-hours usage/year -
Heating hot water
Chilled water
# of floors
# of occupants
Hrs. occupied per week
#DIV/0!
Total energy consumed:
Total energy costs:
Electric
Dom cold water
Natural gas
Oil
Total energy cost index:
0
Million BTUs of energy per year
kBTU/sq. ft. per year
Per year
Total Energy Cost
After-hours usage/year -
Administration and Energy Conservation Measures (ECM) Survey
USI Checklist
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7/23/2013
Month Year Water H2O / SewerUsage Cost Usage Cost Usage Cost Usage Cost
KWH $ Therms $ Units $ Gallons $
July 2008
August 2008
September 2008
October 2008
November 2008
December 2008
January 2009
February 2009
March 2009
April 2009
May 2009
June 2009
12-month total 0 0 0 $0.00 0 0
Square footage:
CONVERSION TO BTU EQUIVALENTS
Fuel totals
0 x 3,413 BTU/kWh 0
0 x 140,000 BTU/GAL. 0
0 x 100,000 BTU/THERM 0
Propane - 0 x 92,000 BTU/GAL. 0
0
#DIV/0!
#DIV/0!
#DIV/0!
Fuel oil - gallons
Natural gas - Therms
ANNUAL ENERGY AND WATER CONSUMPTIONElectricity Natural Gas Other Fuels
Million BTU's
kBTU/SF
0
Electricity -kWh
Per Sq. Ft.
Million BTU'sTotal energy use
Cost per million BTU
Million BTU's
Total Energy Index
Total Cost Index
Million BTU's
Million BTU's
Million BTU's
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2,232
2,119
1,955
1,705 1,644
1,475 1,476 1,426 1,401
1,774
2,036 1,960
162
178 172
165
137
124 126
134
126
177 174
180
0
20
40
60
80
100
120
140
160
180
200
0
500
1,000
1,500
2,000
2,500
Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12
Act
ual
KW
kWh
/Day
Average Electricity Usage and Demand
kWh/Day KW Demand
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Roof type
(check one) B1. Metal Composite Membrane Other
Roof color
(check one) Light Dark
B2.
B3.
B4.
B5.
B6.
B7.
C1.
C2.
C3.
C4.
C5.
C6.
C7.
C8.
C9.
C10.
C11.
C12.
C13.
Is roof insulated?
Are thermal windows used? Low-e?
Are windows kept closed in conditioned spaces?
B. Building Envelope
Can lighting be controlled in perimeter rooms to make use of day light?
Have T-12 fluorescent lamps been replaced with T-8?
Is fluorescent task lighting used to minimize background lighting?
Have beverage and snack machine lights been removed?
Are procedures in place to purchase the most energy efficient equipment?
Are overhangs present on east west facing windows?
Are interior shades present and adjusted to allow daylight and reject solar heat gain?
Have energy conservation decals been placed on l ight switches?
Are occupancy sensors util ized?
Are computers using power-save feature?
Have all incandescent lamps been replaced by CFL's?
Are all electric exit l ights of LED type?
Do exterior l ights turn off during daylight hours?
Have space heaters been eliminated?
Has High-Bay T-5 lighting been evaluated for use in high ceiling areas (warehouses, gyms, auditoriums, etc.)?
C. Lighting and Electrical Systems
Is weather stripping on windows and doors present and maintained?
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K1.
1
2
3
4
Simple payback:
Simple payback:
Annual potential savings:
Annual potential savings:
Annual potential savings:
Cost to implement:
Simple payback:
Cost to implement:
K. Recommendations
Cost to implement:
Simple payback:
Annual potential savings:
List top ECM recommendations (include estimated potential savings when possible). Indicate if building is a candidate for
performance contracting.
Cost to implement:
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Detailed Assessment Report – Example Summary
Recommendation Cost Savings Investment Cost Payback Period
HVAC/Building Envelope
Set back, Set Forward Temperature Controls $5,257 $3,000 6.8 months
Variable Speed Air Handler Fan Drives $1,721 $3,175 1.8 years
Lighting
Reduced Lighting Levels $9/lamp/yr 0 Immediate
Motion Sensors $396 $1,231 3.1 years
Metal Halide Lamps $2,645 $1,922 8.7 months
LED Exit Lights $176 $70 4.7 months
T-12 Light Replacement $192 $700 3.6 Years
Computers
Sleep/Hibernate Controls $3,825 0 Immediate
Totals $14,212 $10,098 9.2 months
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Summary of Energy Benchmarks
Total Energy Consumed 1,597 Million Btu / yr
Total Energy Index 51.5 kBtu / sq ft / yr
Total Energy Cost: $33,615 / yr
Total Energy Cost Index: $1.08 / sq ft / yr
Estimated Annual Energy Savings, $/yr
Energy, Water & SW Savings $4,459
Energy Savings
MMBTU / year
kWh/yr
119.96
32,500
Est. Annual Emissions Reductions, lbs/yr Carbon Dioxide (CO2)
1.19#CO2/kWh * 32,500kWh/yr = 38,675
Nitrogen Oxides ()
0.00293#/kWh * 32,500kWh/yr = 95
Sulfur Oxides (SOX) 0.00761#SOX * 32,500kWh/yr =
247
Detailed Assessment Report - Examples
Savings – Switching of hallway lights
Estimated hours lights could be switched off: Weekends hrs = 10 hrs/day X 2 days X 52 weeks = 1,040 hrs. Schools out hours = 10 hrs/day X 5 days X 10 weeks = 500 hrs. Total hours = 1,040 + 500 = 1,540 hrs. Cost Savings = 3 hallways X 23 fixtures X 75% switched off X .112 kwd/fixture X 1,540 hrs/year = 8,926 kWh X $.084 kWh = $750 Yr.
Costs
Costs = TBD. A very rough estimate is $400 per hallway, or $800.
Payback Period = $800/$750 = 13 months
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7/23/2013
ENERGY STAR
Portfolio Manager
Have you used Portfolio Manager?
A.Yes.
B.No.
Yes.No.
50%50%
www.efcnetwork.org
7/23/2013
Portfolio Manager
• Creates benchmark scores for many types of
facilities
• Normalizes scores based on facility
characteristics
• Tracks long-term trends in energy use and
cost
• Produces ready-made reports for
management and customers
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7/23/2013
Portfolio Manager
• With Portfolio Manager, you can: • Benchmark your facility relative to past energy
performance.
• Enter your facility data, save it, and share it with
others inside or outside of your organization.
• Enter operating characteristics, tailored to each
space-use category within your facility.
• Track multiple energy and water meters, pumps,
motors, and other equipment for each facility.
• Monitor energy and water costs, viewing percent
improvement across time.
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7/23/2013
The Portfolio Manager Score
• A high score means:
– Your plant likely has implemented more best
practices than other plants similar to yours
– In other words, you are doing well with what you
have.
• A high score does not mean:
– Your plant is more efficient than every plant with a
lower score
– Your plant is energy efficient
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7/23/2013
Energy Benchmarking
• EPA Energy Star® Portfolio Manager -
Water/Wastewater Treatment Plants
• Rating System – 1 to 100
• http://www.energystar.gov/index.cfm?c=water
.wastewater_drinking_water
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7/23/2013
Portfolio Manager
• Here is a “sneak peek” at a few screens of
what the new Portfolio Manager will look
like when it is released by Energy Star
(currently scheduled for July 17).
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What it used to look like…
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To log in:
Go to The portfolio manager login page
https://www.energystar.gov/istar/pmpam/index.cfm
Enter your username and password in the fields to the right
How to Use Portfolio Manager
If you’ve entered the home screen, click on “Access My Portfolio”. Once you’ve entered the Portfolio screen, it should look something like this.
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You can return to this view from anywhere in portfolio manager by clicking on the “My Portfolio” link circled above.
How to Use Portfolio Manager
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To Enter Flow Data:
From the My Portfolio View, scroll down to the GROUP section and click the link to you
facility. In this example, we will use the facility “EXP 1”.
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Scroll down to the SPACE USE section and click on the space name you’ve assigned to your plant. In this case, there is only one space, “EXP 1”.
How to Use Portfolio Manager
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Now, scroll down to the section titled
“Required for Benchmarking Average Influent Flow Meter”
and click on the link circled below.
How to Use Portfolio Manager
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SAMPLE of Entered Data –
Click the
“Add Meter Entries” link – to Enter the Number of Months of data
Date Sequence
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• Portfolio Manager will create a table for you to add the data. Add the flow
data from your MORs in the appropriate fields. You may change the date
ranges if you think it is appropriate.
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Select the number of months of data you wish to add. In this example,
we will add everything from September 2011 to April 2012, a total of
8 months.
When you have selected the desired number of months, hit continue.
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When you have added the flow data, hit save and you will be returned
to the table from Step 4. If you wish to add electrical meter data at this
time, follow the instructions below. Click the “My Portfolio” link shown
in Step 3 and follow the instructions below.
Adding Electrical Meter Data:
From the “My Portfolio” view, click on your facility under the GROUP
section as you did in Step 3 above. We will continue using the EXP 1
facility in this example.
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Next, scroll down to the “Energy Meters” section. You may have more
than one meter listed. In this example there is only one meter. If you
need to add additional data from other meters, you will have to add
the data for each meter individually by repeating the steps in this
section. Click on the first meter that you would like to add data to.
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If you do have more than one meter, make sure the bills you are using to enter the data match the meter you have selected. This may be done by matching the data in portfolio manager to previous energy bills. If the name of the meter is confusing, consider changing the meter name to the meter number listed on the bill. You can do this by clicking on the “Edit” link at the top of the page.
How to Use Portfolio Manager
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From this point, adding energy data is very similar to adding flow data. You will click the “Add Meter Entries” link, and select the number of months you wish to add. Be aware that the Start Date and End Date may not match the billing dates from your energy bill. This is acceptable because Portfolio Manager uses your annual energy use to calculate the benchmark score. However, you should use caution to continue whatever convention is in place so that there are no gaps or overlaps between periods.
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Be sure to hit save, and…
Congratulations, You’ve just updated portfolio manager! You are now tracking the results of your energy saving efforts!
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Summary Thoughts
• Portfolio Manager is a useful tool for
tracking energy data
• The score changes as you add data, so
keep it updated!
• Use caution when comparing your scores
with those of other facilities.
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7/23/2013
Questions?
Thank You
David R. Tucker
Project Director
Environmental Finance Center
School of Government, UNC-Chapel Hill
(919) 966-4199
http://efc.unc.edu
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