February 20, 2013 Dr. Sharon L. Levin, MBA, CPA › msca › wp-content › uploads › sites › ...Portfolio Manager applies energy data to space attributes based on Effective Dates

February 20, 2013Dr. Sharon L. Levin, MBA, CPA

February 20 ENERGY STAR Benchmark Troubleshooting

April 17Financial Benefits of Energy Savings

June 19ENERGY STAR Recognition

Experience:13 years in energy industry 25 years in higher education

ENERGY STAR Portfolio Manager TrainerCurriculum Developer: ENERGY STAR, BOMA

Energy Efficiency Program (BEEP), BOMA Sustainability Operations Series (SOS)

Defining & maintaining space data

Defining & maintaining energy data

Evaluating ENERGY STAR scores

Portfolio Manager Upgrade

Q&A

Defining and Maintaining Accurate Space Data

Step 1:◦ Start by noting the “Year Built: XXXX” in the General

Information section

Step 2: ◦ Open each space to make sure all spaces have an

effective date that matches the year built, or have a different AND consistent effective date.

◦ Preferred effective date for initial input is year built

Step 3:◦ Verify that the total building sf has remained constant*◦ Pay close attention to Correct vs. Update edits

Step 4:◦ Check all Space attributes for reasonableness

Yes

• General space type guidance.• How to treat parking areas?• Definition of Weekly Operating

Hours.• Gross floor area

No

UPDATE CORRECT

Use to: Record operational changes in space attributes

Correct an error or replace temporary & default values with accurate values

Examples • A tenant builds a data center in the building

• Vacant space increases or decreases

• Tenants lay off or hire workers• Tenants extend their hours of

business• A new wing is added onto the

building

• You learn that data center sf actually belongs in Office

• You input rentable sf instead of gross sf by mistake

• You input a temporary estimate for # of workers or PCs and later obtained the real value

• You learn the definition of operating hours and need to adjust previously input values

Change Effective Date? Yes No

Creates a Space Revision History? Yes No

Portfolio Manager applies energy data to space attributes based on Effective Dates

Original Data

CorrectionValue should have

been 100,000 GSF originally

UpdateSpace changed in

size on 8/1/2010

Current Space AttributesSpace Attribute Value Effective DateGross Floor Area 150,000 1/1/1982



Space Revision HistorySpace Attribute Value Effective DateGross Floor Area 150,000 1/1/1982

A revision history, but very close Effective Dates:

Should have used “Correct” but selected “Update”

Portfolio Manager requires a change in the Effective Date

when selecting “Update”

A current Effective Date with no revision history:

User selected “Correct” but changed the Effective Date

Portfolio Manager assumes that there was no space data prior to the

Effective Date.

Original data

Common Mistakes




Space Revision HistorySpace Attribute Value Effective DateGross Floor Area 150,000 1/1/1982

Portfolio Manager applies energy data to space attributes based on Effective Dates

For tenants moving out: Subtract “Office” SF & Add “Vacant” SFTotal Building sf must remain constant

(unless demolitions or additions)

+ “Office” GSF

– “Vacant” GSF

“Update” Occupied and Vacant space GSF & Effective Dates for new tenants moving into the building.

Input Vacant space only if >10% of GSF

Set hours, workers & PCs = 0

Regularly update vacant

& occupied spaces as conditions

change

Occupant and PC counts◦ Importance of accuracy.◦ Guidance on estimating occupancy and PC counts

for large buildings.

INCORRECTCORRECTX

Why does this mixed use building get N/A for a score?a.The hotel sf has default valuesb.The sf of the data centers should be listed as one spacec.A majority space type doesn’t existd.I’m not sure

Defining and Maintaining Accurate Energy Data

Step 1:◦ Verify that all meters have an initial “Start Date” within

30 days of one another Step 2:◦ Verify units of measurement & apply reasonableness test

Step 3:◦ Make sure metering configuration has been set (esp. MF)

Step 4:◦ Review costs and apply reasonableness test A quick cost check: Click “View all Meter Data in Excel” to

download all meter data In Excel, use first empty column and enter formula for

“Energy Cost” divided by “Energy Use” (the preceding 2 columns)

Copy & paste the formula down the column To quickly assess whether the cost per unit is reasonable and

whether it remains relatively constant over time

Portfolio Manager uses:c = hundredk = thousandM = million

Some natural gas companies use:M = thousandMM = million

(Chicago and New York)

Evaluating ENERGY STAR Scores

To BenchmarkTo Benchmark

ONE Space type must be ≥ 50% GFAONE Space type must be ≥ 50% GFA

Other & MF space must be ≤ 10% GFAOther & MF space must be ≤ 10% GFA

GFA must be ≥ 5,000 sfGFA must be ≥ 5,000 sf

Operate ≥ 30 hours/weekOperate ≥ 30 hours/week

At least 1 full time workerAt least 1 full time worker

At least 1 PC (Office)At least 1 PC (Office)

11 FULL consecutive months of energy data11 FULL consecutive months of energy data

Garage sf cannot be > GFA, but Parking lot may be

Garage sf cannot be > GFA, but Parking lot may be

To Certify(Previously referred to as Labeled)

To Certify(Previously referred to as Labeled)

Meet all BM eligibility requirementsMeet all BM eligibility requirements

On U.S. soilOn U.S. soil

ENERGY STAR Score ≥ 75ENERGY STAR Score ≥ 75

Whole buildings onlyWhole buildings only

No default valuesNo default values

Occupancy ≥ 50% for Offices; ≥ 55% avg. annual for Hotels

Occupancy ≥ 50% for Offices; ≥ 55% avg. annual for Hotels

Within 120 days of the Statement of Energy Performance date

Within 120 days of the Statement of Energy Performance date

PE or RA certify building dataPE or RA certify building data

Score Dropped Precipitously

Why?

Score Dropped Precipitously

Why?

Score = “N/A” < 12 Months of Energy Data

Score = “N/A” < 12 Months of Energy Data

Step 1: Check most recent data inputs for errors

Step 2: Space data: ◦ Check Space Revision History to detect changes using Update◦ Check to see if total building sf changed

Step 3: Energy data: ◦ Check for decimal errors◦ Download energy data into Excel & input formula for cost per

unit of measurement Example: Cost / kWh Apply reasonableness test

Reason Given for “N/A” Possible Solutions

Less than one full year of energy data Is one lagging meter holding you back? Obtain current data or wait till a full year of energy data is available.

Gaps or overlaps in meter data Fix the typos.

Weather data is not yet available Wait another few weeks.

Less than one full year of space attribute data

Review your Effective Dates or wait till a full year of data is available.

Less than 50% of building is defined by one of the main space types (e.g., Office) Do you have Other or Retail space that belongs in Office?

Operating hours are less than 30 hours per week

Large vacant areas (0 operating hours) can cause the building’s average operating hours to drop below 30.

GSF of Enclosed and Non-Enclosed parking areas is larger than building sf Sub-meter and remove the parking garage from PM.

Retail or medical office space is less than 5,000 sf; bank space is less than 1,000 sf

GSF of "Other" space is more than 10% of building sf

Evaluate if the space has been entered correctly.

Older buildings are less efficient Atriums create inefficiencies in energy use*

(EPA position) Water consumption affects the energy

performance score Purchasing green power makes buildings

more energy efficient Every time a new building is added in PM, it

gets harder to earn a high score

Identify a potential error in this Maryland office building’s meter.

a.The data looks like an electric meterb.The units of measurement can’t be thermsc.It looks like the building is located in Alaska, not Marylandd.The high/low energy months are reversed from what you’d expect

Portfolio Manager Upgrade

What’s being changed?◦ Database architecture◦ System processing◦ Web services (formerly known as Automated Benchmarking Services (ABS)

◦ User interface Simpler, more streamlined functionality Easier-to-generate graphical reports Improved sharing features

What’s not being changed?◦ Your data◦ Portfolio Manager Metrics

Portfolio Manager will be UNAVAILABLE◦ June 2013 ◦ For at least 2 weeks to allow for the migration of data to the new,

upgraded Portfolio Manager

More information regarding the estimate of how long Portfolio Manager will be down will be provided in March

1) How would you rate this training?a)Excellentb)Very Goodc)Averaged)Below Average e)Poor

2) How would you rate the trainer, Sherri Levin?a)Excellentb)Very Goodc)Averaged)Below Averagee)Poor

3) Did you learn at least one new idea to improve energy efficiency?a)Yesb)Noc)I am not sure

4) Would you recommendation this Webinar to other MSCA members?a)Yesb)No

5) What other energy efficiency Webinar topics would you like MSCA to offer its members?

Thank you for participating in the MSCA training

ENERGY STAR Benchmark Troubleshooting

Name of Resource Notes Link to ResourcesQuick List of ENERGY STAR Resources for Buildings

A good comprehensive list, but it includes resources beyond what you need to gain a better understanding of benchmarking.

http://www.energystar.gov

/ia/business/challenge/get_

started/QuickListBusiness.p

df?1bb3‐5dd4Technical Descriptions of Models used in the Rating System

There will be a separate document for each space type that can earn a score. Don't worry about understanding the statistical tests used to determine which variables affect energy consumption. Be sure to review the Lookup Table on the last page to get a feel for how the energy efficiency ratio was used to create the scale associated with individual scores.


/index.cfm?c=evaluate_perf

ormance.bus_portfolioman

ager_model_tech_desc

Eligibility Requirements to Benchmark

General requirements can be found at the link provided. You can also view specific requirements by space type by selecting the space type provided on this page.


/index.cfm?c=eligibility.bus

_portfoliomanager_eligibilit

y

Space types that earn a score

From within PM, use the drop down menu of space types as a starting point. All space types listed up to Warehouse can earn a score. From Multifamily to the bottom of the list may NOT earn a score (at this time). Bank/Financial Institution, Courthouse, Hospital, Hotel, House of Worship, K-12 Schools, Medical offices, Municipal wastewater treatment plants, Office, Residence Hall/Dormitory, Retail store, Supermarket, and Warehouse.

http://portfoliomanager.su

pportportal.com/link/portal

/23002/23010/Article/1974

3/My‐facility‐is‐primarily‐

made‐up‐of‐a‐space‐type‐

that‐isn‐t‐currently‐in‐

Portfolio‐Manager‐but‐it‐

includes‐a‐space‐type‐that‐

is‐supported‐in‐Portfolio‐

Manager‐Can‐I‐benchmark‐

Resources Relevant to ENERGY STAR® Benchmarking

[email protected]

Space types that do NOT earn a score

Multifamily, Parking, Swimming pool, and Other. You should be familiar with the list of Other space types because a lot of benchmarking is for these Other space types. From within PM, click the Help index, select Space Type Definitions and click Other to see the various categories of Other space types. Notice that Other appears in the Other drop down list, suggesting that any space/building type can be benchmarked in PM. There are also sub-categories. Ex. Public assembly: library, social/meeting, entertainment/culture, and recreation. If the space type has EUI data on the resource to the right, it cannot earn a score.




y_other

Understanding EPA's ENERGY STAR Energy Performance Scale

This 5-page document provides a good general overview.


/ia/business/evaluate_perf

ormance/The_ENERGY_STA

R_Energy_Performance_Sca

le_3.28.11_abbrev.pdf?2c4

4 dad2Supporting documents Website

You can access many supporting documents from this page.


/index.cfm?c=evaluate_perf

ormance.bus_portfolioman

ager docsLicensed Professional's Guide

Helpful for understanding the assessment used by PE and RA when completing the SEP for certification.



ormance/pm_lp_guide.pdf?

6faf‐5265\Methodology for Incorporating Source Energy

Explains the difference between source and site energy and why source energy is used for computing score. Also discusses the source-site ratios for each type of energy in PM.



ormance/site_source.pdf?1

825‐f09c

[email protected]

Methodology for Accounting for Weather

Explains the weather normalization process http://www.energystar.gov


ormance/Methodology_We

ather_20110224.pdf?c217‐

224dGuidance for Benchmarking Mixed Use Properties in Portfolio Manager

Webpage with step-by-step instructions for benchmarking buildings that have multiple space types.




y_mixed

Step by Step Guide to Benchmarking Using EPA's PM

Audio-enhanced slideshow that walks you through the steps


/ia/business/benchmarking

_training/benchmarking.ht

mlNational Median Source Energy Use by Building Type (No score)

This table provides the average source EUI for each building type that does NOT earn a score.


/ia/business/tools_resource

s/new_bldg_design/2003_C

BECSPerformanceTargetsTa

ble.pdf?c48e‐4baaDefault values Knowing the default values will help you to

perform a reasonableness test on data. You can find the default values in the PM Help index by clicking Space Type Definitions, selecting your space type, scroll to the bottom and click XYZ Space Use Information. You can also click the link on the right.

http://portfoliomanager.su

pportportal.com/ics/suppor

t/KBAnswer.asp?questionID

=24422&hitOffset=91+70+6

9+19+18&docID=252

Help index Found in the top right corner on every page Click Help on any PM page

FAQ Also found in the top right corner on every page. The FAQ's have not been around as long as the Help index and are not as robust. For example, there are only 9 questions for the Office space type.

Click FAQ on any PM page

From Within Portfolio Manager:

[email protected]

Documents

February 20, 2013 Dr. Sharon L. Levin, MBA, CPA › msca › wp-content › uploads › sites › ...Portfolio Manager applies energy data to space attributes based on Effective Dates