energy star training update
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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)
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