energy star’s portfolio manager tool and benchmarking in ca (ab 1103)

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This beginning level seminar is designed for non-residential building owners/managers/consultants and real estate professionals who want to track and understand their building’s energy usage using a free online tool called ENERGY STAR Portfolio Manager. Learn how the Environmental Protection Agency (EPA) benchmarking tool can guide investment priorities, identify under-performing buildings, verify energy-efficiency improvements, and how buildings can receive EPA recognition for superior energy performance. Portfolio Manager can also be used to comply with the California State law that requires disclosure of a building’s energy benchmarking score at the time of sale, lease, or refinancing.Alice Liddell is a Senior Associate with ICF International. Ms. Liddell has twelve years of experience in energy efficiency as well as energy and environmental policy. Ms. Liddell provides support to utilities throughout the west for many EPA ENERGY STAR® programs, including lighting, commercial food service, consumer electronics, and the commercial and industrial building sector programs. In addition, Alice provides training for EPA’s ENERGY STAR Portfolio Manager benchmarking tool.

TRANSCRIPT

Benchmarking with EPA’s ENERGY STAR®

Portfolio Manager

Statewide Training

2 2

AGENDA• Overview of Benchmarking and EPA’s Portfolio

Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR

Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources

3 3

What is Benchmarking?

Benchmarking provides…

• A method to compare the energy use of similar buildings over a given period of time.

• The ability to conduct an “apple to apple” comparison using data to assess a building’s relative energy performance in comparison to the energy intensity of other known buildings.

4 4

EPA’s Benchmarking ToolThe US Environmental Protection Agency (EPA’s) ENERGY STAR®

Portfolio Manager:

• Is a free secure online energy management and tracking tool to help commercial buildings benchmark their energy usage

• Allows tracking and assessment of energy and water consumption of a single building or across an entire portfolio of buildings

• Can help a building owner or manager set investment priorities, identify under-performing buildings, verify efficiency improvements, and receive EPA recognition for superior energy performance

5 5

Portfolio Manager Provides:For All Buildings:• A weather normalized and non-weather normalized Energy Use

Intensity (EUI) values (kbtu/square foot) and annual energy consumption (kbtu)

• Direct, indirect and total greenhouse gas emissions• Ability to track financial performance information• Tools to set baselines & goals for % improvements over time• Reports and graphs to assess trends• Data for compliance and participation with a variety of emerging

state, local, and federal regulations and voluntary programs For Eligible Buildings (As Defined By Portfolio Manager):• Eligible building types can also receive an ENERGY STAR energy

performance rating of 1-100

6 6

Medical Offices Office Buildings

Hospitals

Warehouses

Dormitories

Supermarkets

Courthouses

K-12 Schools

Bank/FinancialInstitutions

Hotels

Wastewater Treatment Plants

Retail Stores

Building Types Eligible for 1-100 Score

Houses of Worship

Data Centers

Senior Care Facilities

7 7

Valuable for ALL Commercial Buildings

• Track water use, energy intensity, and emissions

• Compare to national average energy intensity for the building type such as: • Police Stations• Fire Stations• Libraries

8 8

Official Report from Portfolio Manager: Statement of Energy Performance

9 9

Benefits of Benchmarking

• Identify and prioritize energy efficient opportunities

• Verify and monitor pre- and post-project energy use through changes in operations/equipment

• Track 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• Compare your building’s energy use to similar

building types

10 10

AGENDA• Overview of Benchmarking and EPA’s Portfolio

Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR

Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources

11 11

AB 1103 – Nonresidential Building Benchmarking Law• October 2007: Governor signed AB 1103 into law • Phase One of AB 1103

– January 1, 2009: Utilities must provide consumption data upon request from customer

• Phase Two of AB 1103 – January 1, 2011*: Non-residential building owners are

required to disclose the U.S. EPA ENERGY STAR®

Portfolio Manager Statement of Energy Performance and other documents created in Portfolio Manager of the property for the sale, lease, or refinancing of an entire building.

*Implementation of AB 1103 has been delayed from January 2011 to July 1, 2012

12 12

Draft AB 1103 Implementation Schedule

• Draft AB 1103 schedule for disclosure of benchmarking data during sale, lease, or re-finance of an entire non-residential building

– July 1, 2012: Buildings > 50,000 square feet– January 1, 2013: Buildings > 10,000 sq ft – July 1 , 2013: Buildings >5,000 sq ft

California Energy Commission Revised Draft Regulations: Nonresidential Building Energy Use Disclosure Program

Draft Regulations: Title 20, Division 2, Chapter 4, Article 9, Sections 1680 – 1685CEC-400-2010-004-SD2 (September 2011 Draft Regulations)

13 13

Draft AB 1103 Definition of Nonresidential Building

• “Nonresidential Building” means a building of an occupancy type A, B, E, I-1, I-2, M, R1, S, and type U parking garages, as defined in the California Building Code, title 24, section 302 et seq. (2007).

Nonresidential building types include but are not limited to:– Offices - Retail and wholesale stores; – Restaurants - Theaters– Schools - Storage facilities – Commercial garages– Factories and other industrial buildings– Churches, and other places of assembly; – Hospitals and other health care facilities;

14 14

FAQ’s on AB 1103• Who is responsible for benchmarking a building?

– The building owner or his/her/its authorized agent• Would a building have to be benchmarked if one tenant in

a multi-tenant building starts a lease?– No, AB1103 only applies to a sale, lease, or

refinancing of the entire building.• How does AB 1103 tie into a new building permit?

– AB 1103 only applies to existing buildings (those buildings with at least 12 months of energy usage records).

• Is AB1103 triggered by the renewal of a lease?– Yes, if the entire building’s lease is being renewed.

15 15

Benchmarking Helps Buildings Meet CA’s Other Legislative Requirements • Governor’s Executive Order & California’s Green Building

Initiative– Mandates 20% improvement in building performance by

2015 based on 2004 baselines for state buildings.• AB32 (The Global Warming Solutions Act)

– Requires greenhouse gas emissions tracking with its greenhouse-tracking tool

• San Francisco Existing Commercial Buildings Energy Performance Ordinance

– Non-residential owners report benchmarking annuallyBenchmarking helps buildings earn the ENERGY STAR

label or meet the requirements for LEED certification

16 16

AGENDA• Overview of Benchmarking and EPA’s Portfolio

Manager• Benchmarking in California• ENERGY STAR Energy Performance Scale and

EPA’s Portfolio Manager• Automated Benchmarking Service (ABS)• Appendix 1: Utility Specific Programs• Appendix 2: Portfolio Manager Resources

17 17

ENERGY STAR Commercial Buildings Program• ENERGY STAR is a symbol of superior energy performance

– Recognized by over 75% of Americans

• Industry Standard:

– 100,000 buildings measured energy performance

– 12,000 buildings earned the ENERGY STAR across 50 states (10” x 12” bronze plaque)

• Prevent GHG emissions equal to the electricity use of 60 million American homes every year

18 18

Comparative MetricIs 60 MPG high or low for this automobile?

Is 90 kBtu/SF/YR high or low for this building?

Fuel Efficiency: MPG

Energy Performance Score: 1 to 100

19 19

How Does the Energy Performance Scale Work?

Normalizes building variables affecting energy consumption…

Building sizeSpace type

WeatherHours of operation

OccupancyPlug load

…and creates a whole building “mpg” rating

www.energystar.gov/benchmark

20 20

501 10075

National Average

Superior Energy Management!

Percentile of Commercial Building Population in terms of Energy Performance

1-100 Energy Performance Score

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.

21 21

Use the Rating to Identify Savings Opportunities

1 1007550

InvestTune

Reward & Learn

25

Invest & Tune

High scoring buildings provide lessons learned

and label candidates

RCx & O&M improvements yield savings

and label candidates

Best investment opportunities are in lower quartiles -greatest potential for

improvement

Energy Performance Rating

22 22

For Top Performers: ENERGY STAR Label

Create and Submit Building Profile

Submit SEP, Data Checklist & Application

Obtain Verification from P.E. or

Registered Architect

Energy Performance

Score of 75 to 100

23 23

User-Friendly Inputs

All Building Types

• Facility name• Address• Year Built• At least 12

months energy data

• Square feet

K-12 School

• # Walk-in refrigerator freezer units

• # PCs• Open weekends

Y/N• Cooking Y/N • High School Y/N• % Heated• % AC

Office

• # Workers• Op. hrs. • # PCs• % Heated• % AC

Data Center

• IT Energy Configuration

• Annual IT Energy

Additional Information Required for Score

Required for Energy Intensity

Portfolio Manager Data Collection

24 24

Sample Office Building

Space NameSpace Type

FloorArea (sf) Occupants PC's

Op. Hours

% CooledHeated

Data centersComputer

Data Center 30,000 N/A N/A N/A N/A

Overtime air tenants Office 130,000 650 1430 110 > 50%

All remaining tenants Office 240,000 1,000 1,200 65 > 50% Parking(Energy use on house meter)

Parking 100,000 N/A N/A 168 N/A

After Hours HVAC130,000 sf

Parking100,000 sf

Computer Data Centers

30,000 sfBuilding

400,000 sf

25 25

OFFICE BUILDING Data Needed

REQUIRED:• Gross floor area (SF)

• Weekly operating hours

• # of workers on main shift

• # of personal computers

• % of floor area that is air-conditioned (>=50%, <50%, none)

• % of floor area that is heated (>=50%, <50%, none)

26 26

Clarifications re: “Office” Space Type

• Facility spaces used for general office, professional, and administrative purposes

• Total gross floor area includes all supporting functions such as staff kitchens, lobbies, atria, conference rooms, auditoria, staff fitness areas, storage areas, stairways, elevator shafts, etc.

• Must be > 5,000 sq. ft.

• Must have at least 30 hours of operation per week

27 27

Clarifications re: “Office” Space Type (cont’d)

• A building can be made up of multiple space types, ex: office building with retail space on the first floor

– Enter as much of the building sq. footage as possible under a single space entry if operating characteristics are similar

• Separate building into multiple spaces to describe the operations of the facility

– Ex: Tenants with weekly operating hours that are significantly different (i.e., > 10% different)

– Ex: Computer data center (Note: building can’t get a rating if IT estimates are used and >10% sq. ft space)

– Ex: Retail space serving the general public – not just employees (e.g., retail store with exterior entrance)

– Ex: Parking

28 28

Approach to Entering Vacant Space• If vacant space averages more than 10% of the building

floor area over the past 12 months, vacant space must be input in Portfolio Manager as a separate Office space. For the vacant space, use the following 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

NOTE: Space that is leased but unoccupied is also considered to be vacant

29 29

DATA CENTER Data Needed REQUIRED:• Gross Floor Area• IT Energy Configuration (Location of IT Energy Meter--

dropdown menu in Portfolio Manager)• Uninterruptible Power Supply (UPS) supports only IT Equipment

(preferred)• UPS includes non-IT load of 10% or less• UPS includes non-IT load greater than 10%. Non-IT load is sub-

metered. • UPS includes non-IT load of greater than 10%. Non-IT load is

not sub-metered. • Facility has no UPS.• IT Energy is not metered – Apply Estimates (Until June 2012)

30 30

Clarifications re: Data Center• ENERGY STAR score is for spaces specifically designed

and equipped for high density computing (server racks, data storage silos, etc)

– Applicable for free standing data centers and larger buildings with data centers

– Not for computer training classroom and closet with a LAN server– Facilities typically have an Uninterruptible Power Supply (UPS)– Data centers usually have dedicated cooling systems

Optional IT Energy meter types:– Power Distribution Unit (PDU) Output Energy– IT Equipment Input Energy (meters on each piece of equipment)

Energy for all non‐IT equipment use, including HVAC, lighting, and plug loads

Energy into building, from all fuel sources

Building master meter(s)

Uninterruptible Power Supply (UPS)

UPS output meter

Server Racks & Storage Devices

Power Distribution Unit (PDUs)

Data Center

Energy for all non‐IT equipment use, including HVAC, lighting, and plug loads

Energy into building, from all fuel sources

Building master meter(s)

Uninterruptible Power Supply (UPS)

UPS output meter

Server Racks & Storage Devices

Power Distribution Unit (PDUs)

Data Center Non‐IT equipment for the data center, such as cooling systems and lighting.

Sub‐meter

33 33

RETAIL STORE Data NeededREQUIRED:

• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• # of cash registers• # of walk-in refrigeration/freezer units• # of open & closed refrigeration/freezer cases• % of floor area that is cooled (in 10% increments)• % of floor area that is heated (in 10% increments)• Exterior entrance to the public (yes or no)

34 34

Clarifications re: “Retail” Space Type

• Stores of at least 5,000 sq. ft. in gross floor area used to conduct the retail sale of consumer products goods

• Total gross floor area includes all supporting functions –staff kitchens and break rooms, storage areas, administrative areas, elevators, stairwells, atria, etc.

• Stores must be freestanding or located in strip centers

• Stores located in enclosed malls are not eligible with the exception of mall anchors

35

Clarifications re: “Retail” Space Type (cont’d)

CAN BE CLASSIFIED AS “RETAIL” SPACE TYPE• Department Store• Discount Store• Supercenter• Warehouse Club• Drug Store

• Dollar Store• Home Center/Hardware• Apparel/Hard Line Specialty

(e.g. books, clothing, office products, toys, home goods, electronics)

CANNOT BE CLASSIFED AS “RETAIL” SPACE TYPE• Supermarket (Eligible for

“Supermarket” classification)• Convenience stores

• Automobile dealerships• Restaurants

35

36 36

Clarifications re: “Retail” Space Type (cont’d)

• In order for “Retail” space to be eligible for 1-100 score:– Must have exterior entrance for the public – Stores within strip centers are eligible if separately

metered and over 5,000 sq ft– Parking space included if parking lot lighting is on the same

meter• AB 1103 Draft Regulations

– Applies only to entire buildings with a single owner– Malls and strip centers are not eligible for 1-100 score

as entire buildings so they would just disclose weather normalized EUI

37 37

BANKING/FINANCIAL Data Needed

REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• % of floor area that is air-conditioned (>=50%, <50%,

none)• % of floor area that is heated (>=50%, <50%, none)

38 38

COURTHOUSE Data Needed

REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of personal computers• % of floor area that is air-conditioned

(>=50%, <50%, none)• % of floor area that is heated

(>=50%, <50%, none)

39 39

HOSPITAL Data Needed(Acute Care and Children’s)

REQUIRED:

• Gross floor area (> 20,000 SF)• # of licensed beds• Maximum # of floors• Tertiary care facility (yes or no)

OPTIONAL:

• Laboratory on-site (yes or no)• Laundry facilities on-site (yes

or no)• Number of buildings• Ownership status (drop-down

menu of options)

See also: http://www.energystar.gov/ia/business/healthcare/Healthcare_Space_Classification_Guide2.pdf

40 40

HOTEL Data Needed

REQUIRED:

• Gross floor area (SF) • # of rooms• # of workers on main shift• # of commercial refrigeration/freezer units• On-site cooking – yes or no• % of floor area cooled

(10% increments)• % of floor area heated

(10% increments)

OPTIONAL:

• Guest on-site hours per day• # of guest meals served• SF of full-service spas• SF of gym/fitness center• Annual quantity of laundry processed on-site• Laundry processed at site (drop-down menu of options)• % of average occupancy

41 41

SENIOR CARE Data Needed

REQUIRED:

• Gross floor area (SF)• Total Number of Units• Average Number of

Residents• Total Resident Capacity• Workers on Main Shift• Number of PCs owned by

the community (does not include PCs owned by residents)

REQUIRED (Continued):• Number of Commercial

Refrigeration/Freezer Units• Number of Commercial Washing

Machines• Number of Residential Washing

Machines• Number of Residential Electronic

Lift Systems• Percent of the Gross Floor Area

that is Heated• Percent of the Gross Floor Area

that is Cooled

42 42

MEDICAL OFFICE Data Needed

REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• % of floor area that is cooled in

10% increments(10%, 20%, 30%, etc.)

• % of floor area that is heated in 10% increments(10%, 20%, 30%, etc.)

43 43

SUPERMARKET / GROCERY Data Needed

REQUIRED:

• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• On-site cooking (yes or no)• # of walk-in

refrigeration/freezer units• % of floor area that is

cooled (in 10% increments)• % of floor area that is

heated (in 10% increments)

OPTIONAL:

• # of open or closed refrigeration/freezer cases

• # of registers and/or personal computers

44 44

DORMITORY Data Needed

REQUIRED:

• Gross floor area (SF)• % of floor area cooled

(10% increments)• % of floor area heated

(10% increments)

OPTIONAL:

• Computer lab on-site (yes or no)

• Dining Hall on-site (yes or no)

45 45

HOUSE OF WORSHIP Data Needed

REQUIRED:

• Gross floor area (SF)• Maximum seating capacity• Weekdays of operation• Hours of operation per week• # of personal computers• Presence of cooking facilities

(yes or no)• # of commercial

refrigeration/freezer units

46 46

K-12 SCHOOL Data NeededREQUIRED:

• Gross floor area (SF)• # of personal computers• # of walk-in

refrigeration/freezer units• High school (yes or no)• Open weekends (yes or no)• On-site cooking (yes or no)• % of floor area that is

cooled (in 10% increments)• % of floor area that is

heated (in 10% increments)

OPTIONAL:

• Months of use• School District

47 47

WAREHOUSE (Non-Refrigerated) Data Needed

REQUIRED:• Zip Code• Gross floor area (SF)• Weekly operating hours• # of workers on main shift• # of walk-in

refrigerators/freezer units• % of floor area that is cooled

(in 10% increments)• % of floor area that is heated

(in 10% increments)

OPTIONAL:• Distribution center (yes or no)

48 48

WAREHOUSE (Refrigerated) Data Needed

REQUIRED:• Gross floor area (SF)• Weekly operating hours• # of workers on main shift

49 49

WASTE WATER TREATMENT PLANT Data Needed

REQUIRED:• Average influent flow (mgd)• Average influent biological

oxygen demand (BOD5)• Average effluent biological

oxygen demand (BOD5)• Plant design flow rate (mgd)• Presence of fixed film trickle

filtration process (yes or no)• Presence of nutrient removal

process (yes or no)

50 50

PARKING (not its own space type)

REQUIRED:• Gross floor area that is enclosed (SF)• Gross floor area that is not enclosed with a roof (SF)• Gross floor area that is open (SF)• Weekly hours of access

NOTE: • The combined floor area of all enclosed and non-enclosed parking structures cannot

exceed the total gross floor area of the building

• If energy consumption from parking area is tracked on the main building meter it has to be included in the energy consumption of the building.

• If parking area energy is being separately metered, do not account for energy consumption or parking square footage when benchmarking a building

51 51

SWIMMING POOL (not its own space type)

REQUIRED:• Swimming pool size

• Olympic (50 meters by 25 meters)

• Recreational (20 yards by 15 yards)

• Short Course (25 yards by 20 yards)

• Indoor or outdoor

OPTIONAL:• Months of use

52 52

MULTIFAMILY HOUSING (not its own space type)REQUIRED:• Gross floor area (SF)

OPTIONAL (Not Used for Benchmarking)

• Total # of units (occupied and unoccupied)• Total # of bedrooms• Maximum # of floors• % of gross floor area that is common space

only• Total # of laundry hook-ups in all units• # of laundry hook-ups in common area• Total # of dishwashers in the building• % of floor area cooled (in 10% increments)• % of floor area heated (in 10% increments)• Affordable or market rate

NOTE: The combined floor area of multi-family housing cannot exceed 10% of the total gross floor area of the building (excluding parking) for building to be eligible for a 1-100 score

53 53

Data Required For All Facilities and Spaces Designated As “OTHER”

REQUIRED:• Gross floor area (SF)

OPTIONAL:• # of personal computers• Weekly operating hours• # of workers on main shift

Examples of spaces where a portion of the building should be classified as “Other”:• A movie theater on the first floor of an office building• A restaurant on the first floor of an office building• A public works garage that shares space on public land with a school• Manufacturing space

Rule of Thumb: All “Other” must be less than 10% of total square footage for building to be eligible for a 1-100 rating

54 54

Whole Facilities Defined as “OTHER” Education

•College/University (campus-level)Food Sales

•Convenience Store (with or without gas station)

Food Service•Restaurant/Cafeteria•Fast Food

Health Care•Inpatient (Specialty Hospitals, excluding Children’s)•Clinic/Other Outpatient Health

Public Assembly•Entertainment/Culture•Library•Recreation•Social/Meeting

Lodging Mall (Strip Mall and Enclosed)Public Order and Safety

•Fire Station/Police StationService

•Vehicle Repair/Service• Postal Service

Storage/Shipping•Self-Storage•Distribution/Shipping Center

Retail •Vehicle Dealerships

Other•All other types of buildings such as Airplane hangers, laboratories, crematoriums, etc.

55 55

Tracking Green Power PurchasesWhen entering renewable energy power purchases into Portfolio

Manager:• Select the Generation Method:

– Biogas– Biomass– Geothermal– Small Hydropower– Solar– Wind

• Select the location of where the green power was generated: – Specific electricity generation plant – Unknown generation plant but known eGRID sub-region– No information about the location available

• The ability to specify the Generation Period in month/year format, including future dates, enables the Green Power Purchase time period to be accurately represented.

56 56

Solutions to Common Portfolio Manager Problems: Getting an N/A instead of Score

Reason 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 (at

least 11 discrete months) is availableLess 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?

More than 10% of building is defined as Other Compare building to national average EUI

57 57

AGENDA• Overview of Benchmarking and EPA’s Portfolio

Manager• Benchmarking in California• EPA’s Portfolio Manager and the ENERGY STAR

Energy Performance Scale• Automated Benchmarking Service (ABS)• Appendix 1: Utility Energy Efficiency Programs• Appendix 2: Portfolio Manager Resources

58 58

Automated Benchmarking Service (ABS)

• ABS is a tool which enables your energy meter data to be input into Portfolio Manager for you.

• Building owners can authorize their ABS provider to…• Automatically upload historical energy data• Automatically upload energy data every month going

forward• Energy Service Providers that can offer ABS include:

• Utilities (SDG&E, SCE, SoCalGas, PG&E, and others)• Energy information providers• Bill handling services

59 59

Automated Benchmarking Service

STEP 1: • Create a Portfolio Manager account

STEP 2: • Create a facility, building spaces, and meters

STEP 3: • Select Automated Benchmarking Services (ABS) link and

pick utility from drop down listSTEP 4:

• Complete authorization process for utility meters and input utility specific required data

STEP 5: • Log back in to Portfolio Manager to see meter data and

initial benchmarking results

60

Customer Information Standardized Request (CISR-S) Form• A utility customer may

use a CISR-S form to give authorization to a designated Agent and Consultant (Agent) to receive service account information or act on their behalf.

61 61

Automated Benchmarking for SDG&E Customers• Create Portfolio Manager account, building spaces and

meters• Must enter your 10 digit account number in the Meter

Name field when you create your meter• Select SDG&E as your Energy Service Provider in

Portfolio Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:

– 10-digit Account Number

– 8-digit Meter Number associated with above-referenced Acct. #

– Building’s 5-digit zip code

http://www.sdge.com/business/benchmarking/* In some cases, SDG&E customers must also authorize gas utility to complete ABS process

62 62

Automated Benchmarking for SCE Customers

• Create Portfolio Manager account, building spaces and meters

• Meter Name selected based on user’s preference• Select SCE as your Energy Service Provider in Portfolio

Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:

– Customer Account Number

– Authentication Key

– Customer Email

– For AB1103 (yes or no)

– Electric meter Service Account Number

http://www.sce.com/business/energy-solutions/portfoliomanager.htm* SCE customers must also authorize their gas utility to complete ABS process

63 63

Automated Benchmarking for SoCalGas Customers• Create Portfolio Manager account, building spaces and

meters• Must enter your 10 digit account number in the Meter

Name field when you create your meter• Select SoCalGas as your Energy Service Provider in

Portfolio Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:

– 10-digit Account Number

– 8-digit Meter Number associated with above-referenced Acct. #

– Building’s 5-digit zip code

www.socalgas.com/business/benchmarking/* SCG customers must also authorize electric utility to complete the ABS process

64 64

Automated Benchmarking for PG&E Customers• Create Portfolio Manager account, building spaces and

meters• It is helpful but not necessary to input the ten-digit Service

ID# in the Meter Name field• Select PG&E as your Energy Service Provider in Portfolio

Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:

– Building Representative Email Address– Service Agreement ID (SAID) corresponding to each

meter #www.pge.com/benchmarking

* PG&E customers may also need to authorize another gas or electric utility to complete the ABS process

65

For More Information• http://www.sce.com/• benchmarking@sce.com

• http://www.sdge.com/• 1-800-644-6133 • benchmarking@semprautilities.com

• http://www.socalgas.com/• 1-800-GAS-2000• benchmarking@semprautilities.com

• http://www.pge.com/• 1-800-468-4743 • www.pge.com/benchmark

• www.energystar.gov

• Portfolio Manager www.energystar.gov/benchmark

66 66

• 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

On-demand Portfolio Manager User Support

67

Any additional questions?

67

68 68

Appendix 1: Utility Energy Efficiency Programs

69

Statewide Energy Efficiency ProgramsInvestor Owned Utility (IOU) Programs Are Here to Help You

Improve Your Benchmarking Score– History of Success– Technical Resources to Inform– Rebates and Incentives to Help Reduce Costs– Integrated Platform to Meet Your Needs

Utility Programs Can Help Customers with:– Energy Analysis– Energy Efficiency – Demand Response – Self Generation

69

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30 Years of Energy Efficiency SuccessEnergy efficiency programs have helped keep per capita electricity consumption in California flat over the past 30 years

-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

1960 1965 1970 1975 1980 1985 1990 1995 2000

KW

h

US California Western Europe

70

71 71

Benchmarking is the key to the process!

Continuous Energy Monitoring

4. Create Action Plan Utility AM can help customer identify and prioritize the best EE measures to implement

6. Recognize Achievements and Evaluate and Adjust Plan by benchmarking again

1 .

3.

4.5.

6.

2.

2. Assess PerformanceUtility Account Manager (AM) can conduct an energy audit and identify improvement opportunities

3. Set Goals Utility AM can help customers identify the next steps

5. Implement Action Plan Customer receives incentive check and project(s) are implemented.

1. Benchmark Your FacilityUtility provides energy data through ABS

72 72

Eligible Commercial Sectors for Rebates and Incentives

• Wholesale/Retail/Offices– Property Management, Non-Food Retail, Restaurants,

Groceries, Warehouses and Wholesale

• Government/Utilities– Military, Government, Water, Sewage, Communications, Rail,

Transit, Air, Cable and Utilities

• Hospitality/Services– Lodging, Entertainment, Recreation, Services

• Manufacturing/Process Industries– General, Biotech, Laboratory, Research, Electronics and

Telecommunications

73 73

Eligible Commercial Sectors for Rebates and Incentives cont.

• Institutional– Healthcare, Libraries, Schools, Colleges and Universities

• Agriculture/Construction– Sand, Gravel, Contractors and Growers

74 74

Statewide Commercial Customized Offerings

• Specific Name of the Incentive Program Varies by Utility:– SCE: Customized Solutions– SDG&E: Energy Efficiency Business Incentives– PG&E: Customized Retrofit or Non-Residential Retrofit

• Program Description:– Provides financial incentives for installation of high-efficiency

equipment or systems in existing buildings including: • Interior and exterior lighting - Window film • HVAC - Variable speed drives• Natural gas boilers*

*SCE does not provide incentives for natural gas, within SCE's territory SoCalGas or PG&E offers incentives for gas incentives

75

Commercial Energy Efficiency Program (CEEP) 2010 Customized Offerings

75

.

For more information on how to apply for the incentives, see the utilities’ web pages: • PG&E: www.pge.com/mybusiness/energysavingsrebates/rebatesincentives/ief/ • SCE: www.sce.com/business/ems/customized_solutions • SDG&E: www.sdge.com/business/esc/. •SoCalGas: www.socalgas.com/business/rebates/•The complete program manual (in pdf) is available at www.sce.com/nrc/ems/download/2010_Statewide_Customized_Offering_Manual.zip.

76 76

Statewide Commercial Prescriptive Rebates• Specific Name of the Prescriptive Rebate Program Varies

by Utility:– SCE: Express Solutions– PG&E: Business Energy Efficiency Rebates – SDG&E: Energy Efficiency Business Rebates (formerly the

Express Efficiency Program)

• Program Description– Provides standardized rebates for replacing or upgrading to

specific types of high-efficiency equipment (e.g., lighting, HVAC, boilers, insulation, window film, motors, plug load occupancy equipment).

– Paid at prescribed rate, up to 100% of total measure costs. – Self-generation technologies (e.g., wind, solar) also eligible for

rebates under SCE's program.

77 77

Statewide Commercial Direct Install

• Utilities Supporting Direct Install– SCE– PG&E– SDG&E

• Program Description– Direct Install delivers free energy efficiency hardware retrofits,

through third-party contractors– Goal: Reduce peak demand and energy savings for commercial

customers with monthly demand under 100 kW. – Third party contractors provide

• Audits • Install measures, and • Follow up with verification protocols.

78 78

Continuous Energy Improvement (CEI) • Utilities supporting CEI

– SCE - PG&E– SDG&E - SoCalGas

• Program Description– Provides a collection of strategic planning tools and resources

that lay the groundwork for long-term integrated energy planning– Provides a platform for launching other utility and non-utility

programs and services.

• CEI helps businesses save energy, money and natural resources through

– A comprehensive analysis of energy use– An energy-management plan, and – Assistance with implementing energy-saving opportunities.

79 79

Non-Residential Audits• Utilities providing audits for non-residential buildings

– SCE - PG&E– SDG&E - SoCalGas

• Audit options include: – Remotely analyzed on-paper analysis– On-site inspections, or– Via a “retro-commissioning” focus on operational optimization.

• Audits help customers receive tips on– Lowering your energy use by increasing your energy efficiency– Improving the comfort of your customers and employees– Improving the maintenance, safety and security of your operation

80

Retrocommissioning (RCx) Programs• Utilities provide RCx Audits and Incentives for Large

Customers– SCE - PG&E– SDG&E - SoCalGas

• RCx Program Description– Provides diagnostic and engineering resources– Incentives to optimize existing equipment and systems

• (e.g., HVAC, lighting, control systems)– Goal: to achieve greater energy efficiency through tune-ups and repairs

and improve occupant comfort.

• Program Benefits:– Saves owners 5-15% of annual energy costs– Increased profitability - More productive facility – More efficient building operations - Longer equipment service life – Fewer service and maintenance calls

80

81 81

Savings By DesignA statewide program to encourage new high-performance nonresidential building design and construction.

• The program offers building owners and their design team:– Design Assistance

• Provides information and analysis tailored to the needs of your project to help you design the most efficient building possible.

– Owner Incentives• Provides information and analysis tailored to the needs of your

project to help you design the most efficient building possible

• Provides information and analysis tailored to the needs of your project to help you design the most efficient building possible

• Helps offset the costs of energy-efficient buildings.

82 82

Savings By Design cont.

– Design Team Incentives • rewards designers who meet ambitious energy efficiency targets.

Program Benefits: – Reduced long-term operating costs– End-Use Monitoring– Buildings are highly efficient—buildings must exceed California

Building Energy Efficiency Standards (Title 24) by 10%

83 83

Statewide Industrial Programs• Non-residential audits

– Options include remotely analyzed on-paper analysis, on-site inspections, or via a “retro-commissioning” focus on operational optimization.

• Deemed/Express Efficiency – Rebates for the installation of specific energy efficient

measures providing pre-defined incentives with prescribed energy savings.

• Calculated Incentives – Provides technical assistance and incentives based on

calculated savings for retrofit and added load applications. The incentive rate is 15 ¢/kWh for AC and refrigeration loads and 9 ¢/kWh for all other end-uses and measures. The incentive for gas savings is $1 per first-year therm.

84 84

Statewide Industrial Programs cont.

• Continuous Energy Improvement (CEI) – A collection of strategic planning tools and resources that lay the

groundwork - for long-term integrated energy planning and provide a platform for launching other utility and non-utility programs and services. CEI is a non-resource sub-program.

85

ENERGY EFFICIENCY PROGRAMS

Utility

86 86

SCE’s Services for New and Existing Commercial Buildings• New Buildings

• Savings by Design• New construction builders and buyers can receive design assistance, owner

incentives, and design team incentives.

• Existing Buildings• Retro Commissioning

• Improve the bottom line in your existing building’s operations through specialized services to detect inefficiencies, and determine optimum operating conditions.

• Heating Ventilation & Air Conditioning• Lower operating costs and increase equipment life through proper HVAC installation

and regular maintenance.• More information is available at http://www.sce.com/business/ems/office/learn

87 87

SDG&E’s Programs and Incentives

• Financial programs are available for • New construction• The replacement of existing equipment• The purchase of new equipment for business expansion• Reduction of energy load during critical times

• Rebates (make sure equipment qualifies before purchase)• Available for more than 140 different measures

• Incentives (call SDG&E before starting the project)• Quantifies savings• Pre-inspection required

• Rates• Lower your energy rates all year by reducing energy for just a few days

• Climate Change• Receive financial assistance through the Cool Planet Project to take action on climate change

• More information is available at http://www.sdge.com/business/rebatesincentives/programs/allPrograms.shtml

88 88

SDG&E’s Rebate Qualifying Equipment

HVAC• Air conditioning unit replacement• Variable Speed Drive – Fan, Pump• High efficiency packaged DX unit• CV to VAV Conversion• Use evaporative cooling• Demand based ventilation• Economizer cycle• High efficiency motor retrofit• Multi-speed motor retrofit• High efficiency compressor, cooler• Low pressure drop filters• Reduce over-ventilationBoilers• High efficiency boiler• Insulated piping• Controls for boiler blow down

Lighting• Fluorescent lamp retrofit• Electronic ballast upgrade• Metal halide to CFL retrofit• Fluorescent delamping• LED exit lighting• High efficiency signageControls• Equipment timeclocks • Energy Management System• Boiler OSA Temperature Reset• Add occupancy sensors• Daylighting• Demand limiting controllerProcess/Other• Garage exhaust fans• Install/add roof/wall insulation• Compressed air reduction• Add skylights

89 89

SoCalGas’s Programs and Incentives

• Energy Efficiency Calculated Incentive Program (EECIP):

• Offers financial incentives and recognition awards for a variety of projects that save energy.

• Open to all agricultural, commercial and industrial customers with qualifying projects

• Incentives (whichever is less):• $1.00 per therm saved annually, or • 50 percent of the project cost (excluding taxes and internal

labor). • Incentives can be as high as $1 million per project and $2

million per premise, per year.

90 90

SoCalGas’s Programs and Incentives (Cont)• Customers may qualify for EECIP incentives through any

combination of the following types of energy-efficiency projects: • Equipment replacements• Improvements of existing processes • New energy-efficient equipment or processes

• A key qualification for any EECIP incentive is that SoCalGasmust be involved from the beginning of the process, prior to equipment selection or final project design:

• Contact your account representative, submit a letter of interest and an application

• Subject the project to an Energy Analysis • Sign an agreement • Receive countersigned agreement and proceed with purchase orders and/or

equipment purchases • Install equipment • Complete and submit project closure paperwork• Receive payment or recognition awardMore information is available at http://www.socalgas.com/business/rebates/

91 91

SoCalGas’s Programs and Incentives (cont.)

• The Deemed Programs, Express Efficiency + Commercial Foodservice Rebate programs will now be one program = “Energy Efficiency Rebates for Business” (EERB)

• The total rebate limit for EERB is $200,000 per customer, per program year

• Customers with corporate (multiple) accounts cannot exceed $200,000 per corporation or chain account customer, per year. The old Commercial Foodservice $25K cap has been removed

92 92

PG&E’s Commercial Rebates and Incentives• PG&E offers incentives in the following areas:

• Customized Retrofit - also known as Nonresidential Retrofit (NRR) • Customized New Construction – also known as Savings by Design • Retrocomissioning (RCx) • Demand Response • Solar Energy • Self Generation • LED Lighting

• Additional rebates: – Appliances and General Improvements, Boilers and Water Heating, Business computing,

Food Service Equipment, Heating, Ventilation and Air Conditioning (HVAC), Lighting, Refrigeration, Agriculture and Food Processing, Heavy Industry, Hotels and Lodging

• More information is available at http://www.pge.com/mybusiness/energysavingsrebates/rebatesincentives/

93 93

Appendix 2: Portfolio Manager Resources

93

94 94

Hands-On Benchmarking Step by Step Guide for Office and Retail

For direct access to the log-in screen of Portfolio Manager:

www.energystar.gov/istar/pmpam

95 95

Create an Account

96 96

Create an Account

97 97

Enter your information

98 98

USER NAME and PASSWORD HINTS

User name and password should be at least 8 letters and numbers -- no special characters!

Acceptable User Name: tommy123Invalid Username: tommy1 Invalid Username: t&$1#8

Please remember or write down your USER NAME and PASSWORD.

It will also be sent to your email.98

99 99

Continue entering your information

100 100

Finish and click “SAVE PROFILE”

101 101

User created; return to Login Screen

102 102

Enter User Name, Password, then Login

103 103

Review info; skip on next login if desired

104 104

Click link to access your portfolio

105 105

Click link to add a property

106 106

Enter Property Type

107 107

Enter Property Type, then click CONTINUE

108 108

Enter General Facility & SPP Info

109 109

Enter General Facility Info

110 110

Scroll down and click SAVE

None

111 111

Add New Org and Contact if necessary

112 112

Enter info for New Org

113 113

Enter info, then click SAVE

114 114

Click to Add New Contact

115 115

Add New Contact

116 116

If all info is correct, click DONE

First Name Last Name

117 117

Can always edit info; add notes; SAVE

None

118 118

Brings you back to Facility Summary

119 119

First you have to Add Space

120 120

Add Space

121 121

Enter the Name, select Space Type

122 122

Enter “General Office” as “Office” type, then CONTINUE

123 123

Prepare to enter data collected

124 124

Enter data for General Office, then SAVE

125 125

Editing a Space

125

126 126

Return to Facility Summary; scroll down…

127 127

See General Office entered correctly

128 128

Now add your next space…

129 129

Enter “Overtime Air Tenant” as “Office” type, then CONTINUE

130 130

Enter data for Overtime Air Tenant, then SAVE

131 131

Verify Overtime Air Tenant entry, then Add Space

132 132

Enter “Data Center” as “Data Center” type, then CONTINUE

133 133

Enter Data Center data, then scroll down…

134 134

…and hit SAVE to continue

135 135

Verify Data Center, then Add Space

136 136

Enter “Vacancy” as “Office” space type, then CONTINUE

137 137

Enter data for Vacancy, then SAVE

138 138

Verify Vacancy entry,then Add Space

139 139

Enter “Parking” as “Parking” space type, then CONTINUE

140 140

Enter data for Parking, then SAVE

141 141

Verify Parking entry,then continue by adding first meter

142 142

Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming meters in a certain way (see below)

METER NAMING CONVENTIONS:

SCE: Name meter as desired

SDG&E: Use 10-digit Acct. #

SoCalGas: Use 10-digit Acct. #

PG&E: Helpful but not necessary to use the 10-digit Service ID

143 143

Enter “1123456789” for the electric meter, then click SAVE

144 144

“What do I enter and/or select if I plan to use ABS rather than entering data manually?”

145 145

If you plan to use ABS, select “Do Not Add Meter Entries”

146 146

“What do I enter and/or select if I want to enter data manually?”

147 147

Enter # of Meter Entries to Add and Start Date, then click CONTINUE

148 148

Input form is automatically generated for you to enter meter infoNOTE: ABS users would not see this screen

149 149

Enter Energy Use per month and Cost if desired); then click SAVE

150 150

Returns to Facility Summary; scroll down…

151 151

Verify the electricity meter, then Add Meter

152 152

Enter “2123456789” for the gas meter, then click SAVE

153 153

Enter # of Meter Entries to Add and Start Date, then click CONTINUE

154 154

Enter Energy Use per month (and Cost if desired); then click SAVE

155 155

Returns to Facility Summary; scroll down…

156 156

Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired)

157 157

ENERGY STAR rating…

158 158

159 159

Hands-On Benchmarking

Benchmarking a Retail Building

160 160

Click link to add another property

161 161

Enter Property Type

162 162

Enter Property Type, then click CONTINUE

163 163

Enter General Facility & SPP Info

164 164

Enter General Facility Info

None

165 165

Scroll down and click SAVE

None

166 166

Add New Org and Contact if necessary

167 167

Enter info for New Org

168 168

Enter info, then click SAVE

169 169

Click to Add New Contact

170 170

Add New Contact

171 171

If all info is correct, click DONE

First Name, Last Name

172 172

Can always edit info; add notes; SAVE

None

173 173

Brings you back to Facility Summary

174 174

First you have to Add Space

175 175

Add Space

176 176

Enter the Name, select Space Type

177 177

Enter “Retail Store” as “Retail” type, then CONTINUE

178 178

Prepare to enter the data collected

179 179

Enter data for Retail Store, then SAVE

180 180

Return to Facility Summary; scroll down…

181 181

See Retail Store entered correctly

182 182

Now add your next space…

183 183

Enter “Parking” as “Parking” type, then CONTINUE

184 184

Enter data for Parking, then SAVE

185 185

Enter data for Parking, then SAVE

186 186

Verify Parking entry, then continue by entering the first meter

187 187

Begin by entering first meter. NOTE: Depending on utility, using ABS may require naming meters in a certain way (see below)

METER NAMING CONVENTIONS:

SCE: Name meter as desired

SDG&E: Use 10-digit Acct. #

SoCalGas: Use 10-digit Acct. #

PG&E: Helpful but not necessary to use the 10-digit Service ID

188 188

Enter “1123456789” for the electric meter, then click SAVE

189 189

Adding Energy Meters (Manual or ABS)

189

190 190

Multiple Energy Types

More than one energy typeAdd New Meter for each energy typeExamples:

Energy Type UnitsNatural Gas Ccf, cf, kBtu, kcf, MBtu, Mcf,

thermsFuel Oil #2 Gallons, kBtu, Mbtu

District Steam kBtu, kLbs, MBtu, MLbs, pounds, therms (100KBTU) 190

191 191

“What do I enter and/or select if I plan to use ABS rather than entering data manually?”

192 192

If you plan to use ABS, select “Do Not Add Meter Entries”

193 193

“What do I enter and/or select if I want to enter data manually?”

194 194

Enter # of Meter Entries to Add and Start Date, then click CONTINUE

195 195

Input form is automatically generated for you to enter meter infoNOTE: ABS users would not see this screen

196 196

Enter Energy Use per month and Cost if desired); then click SAVE

197 197

Returns to Facility Summary; scroll down…

198 198

Verify the electricity meter, then Add Meter

199 199

Enter “2123456789” for the gas meter, then click SAVE

200 200

Enter # of Meter Entries to Add and Start Date, then click CONTINUE

201 201

Enter Energy Use per month (and Cost if desired); then click SAVE

202 202

Returns to Facility Summary; scroll down…

203 203

Verify second meter…then scroll back up to see ENERGY STAR rating (Could also enter Water Meter data if desired)

204 204

“What do I enter and/or select if I want to use ABS rather than entering data manually?”

205 205

Let’s reviewAutomated Benchmarking…

205

206 206

Automated Benchmarking

• What it is…• No need to find and enter energy meter info

manually• Your Utility (or other Energy Service Provider)

uploads it directly into your Portfolio Manager account

• How it works…• Sign up meters for Automated Benchmarking

Services in Portfolio Manager• Historical meter data uploaded, updated monthly

207 207

Automated Benchmarking

• Energy Service Providers• Utilities• Energy information providers• Bill handling services

• Automated Benchmarking Service Console• Access to data varies

• Account Level• Building Level• Meter Level

208 208

Automated BenchmarkingSTEP 1:

• Create a Portfolio Manager accountSTEP 2:

• Create a facility, building spaces, and metersSTEP 3:

• Select Automated Benchmarking Services (ABS) link and pick utility from drop down list

STEP 4: • Complete authorization process for utility meters and input

utility specific required dataSTEP 5:

• Log back in to Portfolio Manager to see meter data and initial benchmarking results

209 209

Choosing ABS instead of manual…

• If you want your Utility to upload your energy usage data automatically, enroll in the Automated Benchmarking Service (ABS) and select that Utility (or multiple utilities, if necessary)

• To choose ABS, click “Do Not Add Meter Entries” on the “Add Meter Entries” screen, which will take you back to the “My Portfolio” screen

210 210

Automated Benchmarking

From the “My Portfolio” page click the “Automated Benchmarking Services Console” link:

NOTE: This hyperlink will read “Get Started Now” until you initiate the ABS process

211 211

Automated Benchmarking for SDG&E Customers

• Create Portfolio Manager account, building spaces and meters

• Must enter your 10 digit account number in the Meter Name field when you create your meter

• Select SDG&E as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *

• During data request authorization, customer inputs:– 10-digit Account Number

– 8-digit Meter Number associated with above-referenced Acct. #

– Building’s 5-digit zip code

http://www.sdge.com/business/benchmarking/* In some cases, SDG&E customers must also authorize gas utility to complete ABS process

211

212 212

Automated Benchmarking - SDG&E

Select “San Diego Gas and Electric” from the drop-down menu under “Option 1: Select Your Current Provider”:

213 213

Automated Benchmarking

Read the Terms of Use and check the box “I agree to my provider’s Terms of Use”:

214 214

Automated Benchmarking

Select the appropriate “Level of Access” and press “Continue”:

215 215

Automated Benchmarking

Checkmark the box(es) next to the building(s) and the meter(s) you want data uploaded for. Select “Continue”.

216 216

ABS Authorization Data for SDG&E

Account number, meter ID, and zip code -Required data for each authorization

216

217 217

Automated Benchmarking

You should now be back to the main ABS Console Screen:

218 218

Automated Benchmarking – SDG&E

SDG&E: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:

218

219 219

Automated Benchmarking for SCG Customers

• Create Portfolio Manager account, building spaces and meters

• Must enter your 10 digit account number in the Meter Name field when you create your meter

• Select SoCalGas as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *

• During data request authorization, customer inputs:– 10-digit Account Number

– 8-digit Meter Number associated with above-referenced Acct. #

– Building’s 5-digit zip code

www.socalgas.com/business/benchmarking/* SCG customers must also authorize electric utility to complete the ABS process

219

220 220

ABS Authorization Data for SCG

Account number, meter ID, and zip code -Required once for each authorization

220

221 221

Automated Benchmarking - SCG

SCG: Up to 36 months of energy data will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:

221

222 222

Automated Benchmarking for SCE Customers

• Create Portfolio Manager account, building spaces and meters

• Meter Name selected based on user’s preference• Select SCE as your Energy Service Provider in Portfolio

Manager’s Automated Benchmarking Console *• During data request authorization, customer inputs:

– Customer Account Number

– Authorization Key

– Customer Email

– For AB1103 (yes or no)

– Electric meter Service Account Numberwww.sce.com/business/energy-solutions/portfoliomanager

* In some cases, SCE customers must also authorize gas utility to complete ABS process 222

223 223

Customer Account Number, Authorization Key, Customer Email, For AB1103 (yes or no) –Required once for each authorization

Service account number required for each meter authorized for ABS

ABS Authorization Data for SCE

223

224 224

Automated Benchmarking - SCE

SCE: 12 months of energy data will be uploaded to your Portfolio Manager account within two days. You will then be able to view your score under “Current Rating” in the Facility Performance box:

224

225 225

Automated Benchmarking for PG&E Customers

• Create Portfolio Manager account, building spaces and meters

• It is helpful but not necessary to input the ten-digit Service ID# in the Meter Name field

• Select PG&E as your Energy Service Provider in Portfolio Manager’s Automated Benchmarking Console *

• During data request authorization, customer inputs:– Building Representative Email Address– Service Agreement ID (SAID) corresponding to each

meter #www.pge.com/benchmarking

* PG&E customers may also need to authorize another gas or electric utility to complete the ABS process

226 226

ABS Authorization Data for PG&E

Building rep email -Required once for each authorization

Service ID - Required for each meter authorized for ABS

226

227 227

Automated Benchmarking – PG&E

PG&E: Energy data as far back as 2003 will be uploaded to your Portfolio Manager account within one day. You will then be able to view your score under “Current Rating” in the Facility Performance box:

227

228 228

Working with Portfolio Manager Data

228

229 229

Portfolio Manager Reports

• Allows you to easily display data, generate reports and graph info about your facilities and their performance

• Users can create 8 different reports for any building in their portfolio or shared with other orgs and export these reports into 4 file types (xls, pdf, csv, xml)

• Quick Reference Guide available for first-time users

• One complete year of data is required for most metrics that calculate based on annual measures (e.g., change from baseline metrics)

– If you have only one complete month of data, you’ll see “N/A” for metrics that require one year of data

• Reports can be displayed in tabular or graphical format

229

230 230

Portfolio Manager Reports (cont’d)

230

231 231

Portfolio Manager Reports (cont’d)

• Access the Quick Reference Guide• Select one of the 8 types of reports from the “Generate a Report”

page

231

232 232

Customized Reports

• Allows users to create Customized Report templates from the Portfolio Manager metrics

• Enables users to share their customized report with other users via a URL and customized instructional text

• Can be used for utility energy efficiency programs or other mandated program for improved energy efficiency at the state or local level

• Users can edit templates shared with them and upload and share data

232

233 233

Setting Energy Performance Targets

233

234 234234

235 235235

236 236236

237 237237

238 238238

239 239239

240 240240

241 241

Generating the Statement of Energy Performance and Data Checklist

241

242 242242

243 243243

244

Applying for the ENERGY STAR Label

Have P.E . or Registered Architect verify Data Checklist and Indoor Environmental Quality• Thermal Comfort• IAQ Analysis• Lighting Levels

Enter facility data and at least one year of energy use data

Energy Performance

Rating

Explore opportunities to improve energy efficiency

< 75

> = 75Generate Statement of Energy Performance & Data Checklist

Submit Signed Letter of Agreement, PE-stamped/signed SEP, PE-signed Data Checklist

Adapted from “Benchmarking State Buildings,” Karen Herter, Heschong-Mahone Group (HMG) & Mike Langley, Dept. of General Services (DGS), 8 April 2008 244

245 245245

246 246

ENERGY STAR Data Checklistfor Commercial Buildings

Applying for the ENERGY STAR Label

Statement of Energy Performance

246

247 247

Link to Frequently Asked Questions:

http://portfoliomanager.custhelp.com/

Ex: “Why can’t I get a rating?”

247

248 248

https://www.energystar.gov/istar/pmpam/help/Warning_Messages.htm

248

249 249

Go to Frequently Asked Questions: Or Select from the

top of any Portfolio Manager screen

Email: Buildings@ENERGYSTAR.gov

If you have questions in Portfolio Manager

249

250 250

Maintaining an accurate rating

251 251251

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