energy star automated benchmarking system (abs) 2.0 february 22, 2008 presented by: tom oliver, sra...
TRANSCRIPT
ENERGY STAR Automated Benchmarking System
(ABS) 2.0
February 22, 2008
Presented by:Tom Oliver, SRA
James Melzer, SRA
February 22, 2008
Agenda
• Automated Benchmarking• Overview of ABS 1.0• The next generation of ABS: version 2.0• ABS 2.0 Release Schedule• Impact of implementing ABS 2.0 on California Utilities• Questions and Discussion
2
Automated Benchmarking
3
ESPPM UserESPPortfolio Manager (PM) User
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
Energy Service Provider (ESP)
End AB for
Building
* Portfolio Manager Account Setup can occur any time before authorizing an ESP to provide benchmarking for a particular account or building
Overview of Automated Benchmarking
• Automated Benchmarking (AB):– Describes a process that involves both the Portfolio Manager
user and Energy Service Provider (ESP)– Involves the submission of building and energy information and
the exchange of Ratings and related performance metrics– Requires the use of the Automated Benchmarking System (ABS)
4
Overview of ABS 1.0
5
ABS 1.0:Overview
• Released in September 2005, ABS 1.0 was EPA’s first generation automated benchmarking platform– Designed initially for whole building energy information
providers– Introduced two primary web services:
• Data Management Service (DMS) – for adding, updating, and deleting building and meter data
• Rating Exchange Service (RES) – for requesting the ENERGY STAR Rating and related energy and environmental performance metrics
– Majority of buildings being provided were new• Few data mappings were needed; any needed mappings were
performed manually with Portfolio Manager technical support– Approximately 60 organizations have signed up to use ABS
• 22 organizations registered as EPA-approved ESPs in Portfolio Manager
6
ESP
Features:• No current
features
PM User
Features:• No current
features
Features:• Get Shared
Facilities List web service
• Map Facility IDs web service
ESP
Features:• Portfolio
Manager Account Registration
• Portfolio Manager data management tools
• Building Import templates
Portfolio Manager (PM) User
Account Setup
Test System
Go Live with ABS
Account Setup
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
Features:• ABS Account
Registration
Features:• ABS Account
Management website
• Test clients• Technical
Documents• Technical Support
Energy Service Provider (ESP)
Features:• Request Official
Registration as ESP in Portfolio Manager (EPA will review all requests)
• Review and Approval of Requests (for EPA only)
Features:• Data Sharing
Features:• Data
Management Service (DMS) web service
• Rating Exchange Service (RES) web service
• Technical Support
End AB for
Building
ABS 1.0:Features
• ABS 1.0 focused primarily on whole building management and ratings exchange with a small suite of accompanying tools for system testing and account management
7
The Next Generation of ABS:
version 2.0
8
Evolution to ABS 2.0
• Utilities were the primary driver for deciding to upgrade to ABS 2.0
• Utilities are facing several challenges towards achieving complete automation of benchmarking with version 1.0– Primarily providing meter consumption data; current services
are not “tuned” to optimally support this– Authorizing the release of data requires customer identifying
information that ABS did not support– Meter management capabilities are limited– Mapping data to an existing Portfolio Manager building is a core
part of the service model for Utilities• Capabilities to map to an existing building did not exist in ABS 1.0
9
ABS 2.0 Objectives
1. Deliver true “automated” benchmarking2. Eliminate system workarounds for ESPs3. Reduce the amount of data upload errors that
result in duplication and incorrect mapping4. Enable ESPs to extract data from Portfolio
Manager account (to fill gaps/troubleshoot issues)5. Provide more descriptive messaging to ESPs6. Reduce the need to engage Portfolio Manager
technical support7. Minimize disruption to existing ESPs
10
ESP
Features:• Automated
Benchmarking Monitoring Console
PM User
Features:• Removal of
Authorization
Features:• Get
Authorization Requests web service
• Send Authorization Response web service (includes Mapping)
• Troubleshooting tools
ESP
Features:• Portfolio
Manager Account Registration
• Portfolio Manager data management tools
• Building Import templates
Portfolio Manager (PM) User
Account Setup
Test System
Go Live with ABS
Account Setup
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
Features:• ABS Account
Registration
Features:• ABS Account
Management website
• Test clients• Separate Test
Environment• Troubleshooting
tools• Technical
Documents• Technical Support
Energy Service Provider (ESP)
Features:• Request
Official Registration as ESP in Portfolio Manager (EPA will review all requests)
• Review and Approval of Requests (for EPA only)
Features:• Data Release
Authorization
Features:• Send Building
Information web service
• Send Meter Information web service
• Get Building details web service
• Get Meter details web service
• Rating Exchange Service (RES) web service
• Troubleshooting tools
• Technical Support
End AB for
Building
Features listed in Green are either new or will be significantly upgraded
ABS 2.0 Features:Overview
• ABS 2.0 will offer true end-to-end automation through new and significantly enhanced services and tools
11
Current Phase of ABS 2.0 Development
12
PLANNING REQUIREMENTS DESIGN DEVELOPMENT TESTING ABS 2.0 RELEASEBETA RELEASE
We are currently in the early stages of our Design Phase
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
ACCOUNT SETUP
ABS Account Setup
13
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Descriptions:Account Setup
• ABS Account Setup (for ESPs)– Setting up a separate Test account will no longer be needed
• Primary account will be used for all transactions including both Test and Production
– Continue to access Account Setup feature through ABS website (https://www.energystar.gov/istar/has)
14
ABS Account Setup
15
Page
A1Account Setup
Organization Name
Contact for Account
About Your Organization
Is Your Organization an ENERGY STAR
Partner?
Account ID
Password
Retype Password
Account
Cancel Submit »
*Standard contact fields...
Yes No* Don’t know
*
*
*
*
Use this account for both testing and production services. See below for details.
Page
A2Confirmation
15
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
TEST SYSTEM
ABS Account Management Website
Test Clients
Separate Test Environment
16
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Test System
• ABS Account Management website (https://www.energystar.gov/istar/has)– Continue to provide online access to test clients and related
technical documentation
• Web Services Clients– All current test clients, and instructions for developing a test
client, will be updated to support new ABS 2.0 web services– Sample test data will be available to ESPs to use to help
initially test all web services
17
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Test System (cont’d)
• Separate Test Environment– ABS Account Management website will allow ESP to access
the new Test Environment– All web services requests to Test Environment will need to
point to a new service with a different WSDL location– All Beta Releases will be deployed in new Test Environment
one month prior to official launch– Primary account information (username/password) can be
used to submit data to Test Environment– A copy of any building and meter data that a Portfolio
Manager user authorizes an ESP to access will be placed into that ESP’s Test space
• At any point, except during a Beta Release period, an ESP will be able to refresh the test copy with what’s currently stored in Production
18
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
GOING LIVE WITH ABS
Request Official Registration as an EPA-approved ESP
Review and Approval of ESP Registration Requests
19
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Going Live with ABS
• Request Official Registration as an EPA-approved ESP– Upon registration approval, an ESP displays in Portfolio
Manager as a company that any user can authorize to perform automated benchmarking for their account
20
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Going Live with ABS (cont’d)
• Request Official Registration as an EPA-approved ESP (cont’d)– Requesting Registration will now require an ESP to provide a(n):
• Organization Name they want listed in Portfolio Manager• Contact for the Registration process• Contact for the Automated Benchmarking service (this contact will
be made available to Portfolio Manager users)• General Automated Benchmarking usage estimates• Level of Automated Benchmarking Service offered including Fuel
types supported (Whole Building or Meter Only)• Information required to approve a Portfolio Manager user AB
authorization request and complete an automated system-to-system mapping
• Legal Disclaimer to Portfolio Manager user for requesting Automated Benchmarking (optional)
21
ABS Registration [1]
Page
B1
Organization Name
Contact for Registration
Contact for Your Customers
About Your Organization
Estimate the Total Number of Buildings
Estimate the Total Number of Customers
Estimate the Frequency of Transactions
Cancel
*Standard contact fields...
Standard contact fields...
*
*
*
*
* Monthly
Planning Your Automated Benchmarking Usage
This information helps insure our infrastructure will meet your needs. The information you provide here is confidential and will not be shared.
ABS Account HomeRegister Account
Continue »
ABS Registration [2]
23
Page
B2Service Customization – Level of Service
Select the level of automated benchmarking service your organization plans on providing your customers. The level of service determines what data you need to map with Portfolio Manager.
Service:
Service:
Service:
Provide meter information and energy consumption data for existing buildings in existing Portfolio Manager accounts
Existing Buildings in Portfolio Manager
New Buildings
New Meters
Provide all building, meter, and energy consumption data for buildings that don’t already exist in Portfolio Manager.
Provide all building, meter, and energy consumption data for buildings that already exist in Portfolio Manager.
« Back Continue »
Meters Only
Existing Meters in Portfolio Manager
Service: Provide only energy consumption data for existing meters in existing Portfolio Manager accounts.
Entire Building
ABS Registration [3]
Page
B3Service Customization – Data Mapping
New Meters
Existing Meters in Portfolio Manager
New Buildings
I need my customer to provide an ID that allows my system to recognize their building
I need my customer to provide an ID that allows my system to recognize their account
« Back
For each level of service, we need to establish how you will be able to map your system to Portfolio Manager.
My system will be able to map to my customer’s Portfolio Manager buildings using a Portfolio Manager-provided building address, organization name, and/or their Portfolio Manager username
My system will be able to map to mycustomer’s existing meters using aPortfolio Manager-provided building address and/or fuel type
My system will either:1) be creating a new Portfolio Manager account to place buildingsinto, or2) can map to my customer’s PortfolioManager-provided organization name and/or their Portfolio Manager username
Continue »
Existing Buildings in Portfolio Manager
I need my customer to provide an ID that allows my system to recognize their building
My system will be able to map to my customer’s existing meters using a Portfolio Manager-provided buildingname and/or building address
I need my customer to provide an ID that allows my system to recognize their meter
ABS Registration [4]
Page
B4Service Customization – Fuel Types
For which fuel types will your organization provide energy consumption data? Only select those that apply.
ALL
*
« Back
Liquid Propane
Electricity
Natural Gas
Fuel Oil (No. 2)
District Steam
District Chilled Water – Electric-Driven Chiller
District Chilled Water – Absorption Chiller using Natural Gas
District Chilled Water – Engine-Driven Chiller using Natural Gas
Wood
Propane
Kerosene
Fuel Oil (No. 1)
Fuel Oil (No. 4)
Fuel Oil (No. 5 and No. 6)
Diesel (No. 2)
Coal (anthracite)
Coal (bituminous)
Coke
Fuel Types
Custom Mapping
Continue »
I need my customer to provide an ID that allows my system to recognize their meter
YesUse the same ID format for all fuel types?
* No
If no, we will ask you for each fuel type’s unique ID.
ABS Registration [5a]
26
Page
B5aService Customization – Custom Meter ID
Account ID
The Account ID is the same as your primary phone number.
ID Name
ID Description
999-123-4567ID Example
Submit »« Back
Please describe the IDWe will include this information in the Portfolio Manager interface your customers see.
*
*
*
Account ID *The Account ID is the same as your primary phone number.
Example: 999-123-4567
How Your Customers Will See It in Portfolio Manager:
ABS Registration [5b]
Page
B5bService Customization – Custom Meter ID
Electric
Natural Gas
Fuel Type ID
Fuel Oil
ID Name
ID Description
ID Example
ID Name
ID Description
ID Example
ID Name
ID Description
ID Example
Continue »« Back
Please describe the ID for each fuel typeWe will include this information in the Portfolio Manager interface your customers see.
*
*
*
*
*
*
*
*
*
ABS Registration [7, 8]
28
Page
B8Confirmation
Page
B7Legal
Legal Policy Statement
Submit »« Back
We will display this text for your customers to agree to accept your automated benchmarking data. If you provide text, your customers will affirm that they agree. This text is optional.
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Going Live with ABS (cont’d)
• Review and Approval of Registration Requests– EPA will review all requests and work with ESPs to complete
their registration– EPA will work with already approved ESPs to complete
registration to conform to ABS 2.0 requirements
29
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
PORTFOLIO MANAGER ACCOUNT SETUP
Portfolio Manager Account Registration
Building Import Templates
30
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Portfolio Manager Account Setup
• Portfolio Manager Account Registration– All Portfolio Manager users will need to register for a
Portfolio Manager account prior to authorizing an ESP to submit data for their account or buildings
• Portfolio Manager Account registration can still be accessed at https://www.energystar.gov/istar/pmpam
• Building Import Templates– Building import templates will continue to be available to
help Portfolio Manager users submit 10 or more new buildings into the system
• Import templates will not automatically enable automated benchmarking; must be done through Portfolio Manager
31
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
AUTHORIZE ESP
Data Release Authorization
32
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Authorize ESP
• Data Release Authorization– Portfolio Manager user will authorize ESP to provide automated
benchmarking through a new Authorize interface• Account-level – submitting new buildings in an existing Portfolio
Manager account
• Building-level – submitting building and meter data for an existing building in an existing Portfolio Manager account
• Meter-level – submitting meter data for an existing building in an existing Portfolio Manager account
– Authorization is only required for data that already exists in Portfolio Manager
• If a Portfolio Manager account does not already exist, any new building submitted by the ESP will automatically set up a new account
33
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Authorize ESP (cont’d)
• Data Release Authorization (cont’d)– Authorization requirements for the Portfolio Manager user
are determined based on ESP Registration preferences– Data management cannot occur until the ESP both confirms
authorization and has mapped their system to the particular Portfolio Manager account, building, and/or meter authorized
34
Portfolio Screen
Automated Benchmarking SettingsDocumented elsewhere
Page
D1Automated Benchmarking SettingsAutomated benchmarking allows an energy information service provider to transfer data to your account automatically. You can have multiple providers. Once they are authorized, you can set assign a provider to individual meters.
Select a service provider...Energy service provider *
Provider
Northern Pacific Fuels
Add a Provider
Existing Providers
Add »
Pacific United
Actions
Select Meters
Select Meters De-Authorize
De-Authorize
Meters
9
13
Service
Authorized & Approved
Authorized & Approved
Automated Benchmarking Settings
Page
D2Select Meters
Facility Provider’s Meter Information
Continue »Cancel
ID# 1801024 Park PlaceSacramento, CA 98011
Meter
ID#18010001Fuel Oil
Pacific Consolidated provides automated benchmarking services for Electricity and Natural Gas meters. Select meters to authorize this organization to access them.
ID#18010002Natural Gas
Meter data provided by Northern Pacific Fuels
Meter Number
85-001975633
Example: 85-001001234
ID# 180184380 Chestnut RoadEscondido, CA 98622
ID#18018001Electricity
Meter Number
Example: 85-001001234
ID# 197601000 Technology WaySacramento, CA 98011
ID#19760001Fuel Oil
ID#19760002Natural Gas
Meter data provided by Northern Pacific Fuels
Meter Number
Example: 85-001001234
* *
Truncated list of buildings...
Authorize an ESP
ESP Terms of Use
Page
D3Terms of Use
Submit »
Authorization for Pacific Consolidated to transfer data to your account
Do you agree to your provider’s terms of use?
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Nunc sit amet erat. Cras in nibh ut lacus molestie scelerisque. Maecenas quis tortor. Phasellus
Please read the following terms of use.
« Back
*Agreement
Page
D1Automated Benchmarking Settings
Automated benchmarking allows an energy information service provider to transfer data to your account automatically. You can have multiple providers. Once they are authorized, you can set assign a provider to individual meters.
Select a service provider...Energy service provider *
Provider
Add a Provider
Existing Providers
Add »
Meters Actions
Northern Pacific Fuels
Pacific Consolidated NEW!
9
3
Select Meters
Select Meters
Pacific United 13 Select Meters
Authorized Pacific Consolidated. Assigned 3 meters. Awaiting approval.
De-Authorize
De-Authorize
De-Authorize
Service
Authorized & Approved
Authorized & Pending
Authorized & Approved
Confirmation + Authorization Settings
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
CONNECT TO PM BUILDING
Get Authorization Requests web services
Send Authorization Response web services
39
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
Complete Mapping of IDs
Send Notification to ESPSubmits Authorization Request
ABS 2.0 Feature Description:Connect to PM Building
40
1 Portfolio Manager User authorizes ESP to provide AB for account/building/meter
PM USER
PM DATABASE
2 ESP System gets authorization request and verifies the information
ESP System ABS
3 ESP System returns authorization approval (or denial) and mapping IDs to connect to Portfolio Manager Accounts (for approvals only)
PM DATABASE
Invoke Get Authorization Request web service
ESP System ABS
Invoke Send Authorization Response web service
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
• Get Authorization Requests web services (synchronous)– Enables ESPs to “listen” for Portfolio Manager user
authorization requests and to capture information needed to confirm authorization and map the ESP system to Portfolio Manager
– Will replace the Get Shared Facilities List web service in January 2009
41
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
42
Level Elements
Account • Portfolio Manager User ID• Organization Name• ESP account ID (if required by ESP for verification and mapping)
Building • Portfolio Manager Building IDs• ESP Building ID (if required by ESP for verification and mapping)• Building Name, Address, City, State, and Zip Code• Portfolio Manager Space IDs, Types, and Attributes• Authorization Dates
Meter • Portfolio Manager Meter IDs• ESP meter ID (if required by ESP for verification and mapping)• Fuel Types and Units of Measure• Ending Date of latest meter data entry if meter data entries are present
• Get Authorization Request web services (cont’d)– Data Elements that can be captured by ESP system:
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
• Send Authorization Response web services (synchronous)– Enables ESPs to approve or deny any authorization request and
map their buildings and/or meters to Portfolio Manager
43
Type of Response Elements
Authorization Approval
• Portfolio Manager User ID and matching ESP Account ID• Portfolio Manager Building ID and matching ESP Building ID• Portfolio Manager Space ID and matching ESP Space ID (if ESP is
managing spaces)• Portfolio Manager Meter ID and matching ESP Meter ID (optional if PM User
is providing meter IDs)
Authorization Denial • Portfolio Manager User ID• Portfolio Manager Building ID• Reason for denial (such as “Meter ID x-xxx-xxxxx not found”)
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
• Send Authorization Response web services (cont’d)– Will replace the Map Facility IDs web services in 2009– Responses from ABS will provide ESP with:
44
Elements
• Portfolio Manager User IDs and matching ESP User IDs• Portfolio Manager Building IDs and matching ESP Building IDs• Indication of successful or failed “mapping” for approved facilities• Previously provided reason for denied facilities
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
• Send Authorization Response web services (cont’d)– Upon a successful approval transaction, systems will be
mapped and ready to submit data for the account, buildings, and/or meters
• Approved authorizations will no longer be available through the Get Authorization Requests web service
– Upon a denial transaction, the Portfolio Manager user will need to re-authorize the ESP after making any needed changes
• Denied authorizations will no longer be available through the Get Authorization Requests web service (until the Portfolio Manager re-authorizes)
45
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
• If duplicates or incorrect mapping occurs, a few troubleshooting features will be added to the ABS Account Management website– Duplication Removal – allows ESPs to use a web interface
to remove duplicate buildings, spaces, and meters• ESPs can only remove duplicates that their XML files created
– Change Mapping – allows ESPs to change the external IDs they initially used to map any accounts, buildings, spaces, and meters
• ESPs can only change external IDs that their XML files initially created
46
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Connect to PM Building (cont’d)
47
Level of Service Access Rights
Entire Building • View all general building information (including spaces)• View only the meters for which they have been authorized• Provide energy consumption for the meters they have been authorized• Provide new meters for the buildings they have been authorized• Provide all building information for buildings they have been authorized• Add new buildings into accounts that they have been authorized
Meters Only • View all general building information (including spaces)• View only the meters for which they have been authorized• Provide energy consumption for only the meters they have been authorized• Provide new meters for the buildings they have been authorized
• Data Security– Access to customer data will be restricted based on both registered
Level of Service and Portfolio Manager user authorization
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
MANAGE DATA
Send Building Information web services
Send Meter Information web services
Get Building Details web services
Get Meter Details web services
Rating Exchange Services (RES) web services
48
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data
• Send Building Information web services (asynchronous)– Enables ESPs to provide all building information including
general information, spaces and attributes, and meters• Meter consumption cannot be provided through this service
– Will replace the Data Management Service (DMS) in January 2009
– A single transaction can include building data for more than one Portfolio Manager user account
49
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Send Building Information web service (cont’d)– New data elements collected in the Request service will
include:
– Energy Consumption Data will now be managed through a new service
50
Elements
• New or existing flag for accounts, buildings, spaces, and meters• ESP Account IDs (EUO IDs), ESP Building IDs• All required building attributes for new buildings• External Space IDs and required attributes for new spaces• External Meter IDs and required meter attributes for new meters
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Send Building Information web service (cont’d)– New data elements provided in the Response service will
include:
Elements
• ESP Account IDs and Building IDs• Flags denoting the success or failure of insert and update attempts on a per
building basis• Reasons for success or update failures• Building Ratings and related performance metrics (identical to DMS)• Building level alerts that may prevent facility rating or labeling
51
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Send Meter Information web services (asynchronous)– Enables ESP to set up meters in Portfolio Manager and
provide all energy consumption data• Setting up a meter is a function that both the Send Meter
Information and Send Building Information web services will support
– Will replace the Data Management Service (DMS) in January 2009
– A single transaction can include meter data for more than one Portfolio Manager user account
– Meter management features will enable an ESP to provide energy data through one or more meters for any building
52
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Send Meter Information web service (cont’d)– New data elements collected in the Request service will
include:
53
Elements
• An element denoting whether meters are new or existing• ESP Meter IDs and meter attributes (fuel type, units of measure, etc) for any
meter additions or updates• Existing ESP Meter ID and the new ESP Meter ID for any meters whose
IDs need to be changed• An element denoting whether meter consumption data is new or
corrective• New or updated consumption data
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Send Meter Information web service (cont’d)– New data elements provided in the Response service will include:
– Error messages and Alerts will be more descriptive• Building, space, and meter alerts will now indicate which building,
space, and/or meter is responsible for generating the alert and potential corrective measures to take
Elements
• ESP Account IDs and Building IDs• Flags denoting the success or failure of insert and update attempts on a per building basis• Reasons for success or update failures• Building Ratings and related performance metrics (identical to DMS)• Building level alerts that may prevent facility rating or labeling• Meter level alerts that may prevent facility rating or labeling. Alerts will include gaps/
overlaps and the start/end dates for consumption entries that may be causing these problems
54
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Get Building Details web services (asynchronous)– Enables ESPs to capture all building and space information
for buildings for which they have been authorized to provide automated benchmarking
– A single transaction can request building data for more than one Portfolio Manager user account
– Data elements collected in the Request service will include:
55
Elements
• Elements denoting whether the service should return all buildings managed, only buildings for a specific account, or only a specific building
• Optional ESP Account ID or ESP Building ID for filtering
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Get Building Details web services (cont’d)– Data elements provided in the Response service will
include:
56
Elements
• ESP Account IDs and Portfolio Manager Account IDs• Organization name listed in Portfolio Manager• ESP Building IDs, Portfolio Manager Building IDs, and building
attributes such as name, address, city, state, and zip code• ESP Space IDs (if available), Portfolio Manager Space IDs, and space
attributes such as space type and floor area• ESP Meter IDs, Portfolio Manager Meter IDs, and meter attributes such
as fuel type and units of measure for managed meters• Building Ratings and related performance metrics (identical to DMS)• Building level alerts that may prevent facility rating or labeling
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Get Meter Details web services (asynchronous)– Enables ESPs to capture all meter consumption information
for meters for which they have been authorized to provide automated benchmarking
– A single transaction can request meter data for more than one Portfolio Manager user account
– Data elements collected in the Request service will include:
57
Elements
• Elements denoting whether the service should return all buildings managed, only buildings for a specific account, or only a specific building
• Optional External Account ID or External Building ID for filtering if desired
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Get Meter Details web services (asynchronous)– Data elements provided in the Response service will
include:
Elements
• ESP Account IDs and Portfolio Manager Account IDs• ESP Building IDs and Portfolio Manager Building IDs• ESP Meter IDs and Portfolio Manager Meter IDs• Meter attributes including fuel type and units• Fully detailed energy consumption history including start dates, end
dates, and consumption values• Building Ratings and related performance metrics (identical to DMS)• Building level alerts that may prevent facility rating or labeling.• Meter level alerts that may prevent facility rating or labeling. Alerts will
include gaps/overlaps and the start/end dates for consumption entries that may be causing these problems
58
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Rating Exchange Service (RES) web services (asynchronous)– Enables ESPs to request Ratings and related energy and
environmental performance indicators for buildings for which they have been authorized to provide automated benchmarking
59
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Manage Data (cont’d)
• Error Prevention and Troubleshooting Tools– ESPs will now need to specify whether managed buildings,
meters, and spaces are new or existing when submitting data to Portfolio Manager
• A new building, meter, and/or space cannot be entered into Portfolio Manager if the ESP already has a matching ID within that customer’s account for that entity
• Updates to an existing building, meter, and/or space must have a matching ESP ID within the customer’s account to be entered
• If new buildings need to be created in a new Portfolio Manager account, the ESP must specify this
60
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
MONITOR ACTIVITY
Automated Benchmarking Monitoring Console
61
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Monitor Activity
• Automated Benchmarking Monitoring Console:– Provides Portfolio Manager users with complete access to
all functionality and data related to automated benchmarking– Activities that will be visible to Portfolio Manager users
include:• Authorization transactions (pending, approved, de-authorized)
• Building, space, and meter updates (when updated, by whom)
• Number of automated benchmarking transactions (last day, last month)
– A version of this monitoring console will also be available in the ABS Account Management website
• Highlights whether each transaction was successful or not
62
PM AB Monitoring Console
63
Automated Benchmarking Activity Console (in PM)
XTech Services1000 Technology WaySacramento, CA 98011
GROUP: All Facilities VIEW: Summary: Facilities & Meters
Meter 19760002Natural Gas
Northern Pacific Fuels 12/15/2007
Facility Address
Data Provider Last UpdatedMeter ID/Fuel Type
No provider N/A
Last UpdatedData ProviderFacility ID
ID# 19760
XTech Tech Hub24 Park PlaceSacramento, CA 98011 Meter 18010002
Natural GasEnergy Solutions 1/17/2007
Facility Address
Data Provider Last UpdatedMeter ID/Fuel Type
Energy Solutions 1/17/2007
Last UpdatedData ProviderFacility ID
ID# 18010
Meter 18010001Fuel Oil (No. 1)
N/A N/A
Southern Satellite Office4380 Chestnut RoadEscondido, CA 98622 Meter 19760002
ElectricityEnergy Solutions 1/17/2007
Facility Address
Data Provider Last UpdatedMeter ID/Fuel Type
Energy Solutions 1/17/2007
Last UpdatedData ProviderFacility ID
ID# 19760
Meter 19760001Fuel Oil (No. 1)
Energy Solutions 1/17/2007
Northern Satellite Office4381 Chestnut RoadEscondido, CA 98622
Facility Address
Data Provider Last UpdatedMeter ID/Fuel Type
N/A N/A
Last UpdatedData ProviderFacility ID
ID# 19761
Meter 18010001Fuel Oil (No. 1)
N/A N/A
XTech Regional HQ4210 Obsidian LaneButte, MT 85156 Meter 21495005
ElectricityNorthern Pacific Fuels
Facility Address
Data Provider Last UpdatedMeter ID/Fuel Type
No provider N/A
Last UpdatedData ProviderFacility ID
ID# 21495
Opens a meter data history
Opens a building data history
1/17/2007
ABS Monitoring Console
Automated Benchmarking Activity Console (in ABS)
Active Authorizations
VIEW: ABS Summary
125,297 (log)
New AuthorizationsLast 30 Days
3,210 (log)
New TerminationsLast 30 Days
127 (log)
Pending 5 (log)
Last 24 Hours 8,438 (log)
Last 30 Days 256,201 (log)
Accounts
Transactions
FILTER: No Filter in This View
64
ABS Monitoring Portfolio
65
Energy Service Provider Portfolio
ABTech Services
ENVIRONMENT: Production ORGANIZATION: All
Facility NAME (ID)
ABTech Tech Hub
Southern Satellite Office
Ohio Office
ABTech Regional HQ
Organization (ID)
ABTECH
ABTECH
ABTECH
ABTECH
ABTECH
xxxxx
Actual Annual Energy Intensity (kBu/sq.ft.)
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
Weather Normalized Energy Intensity (kBu/sq.ft.)
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
Rating (1-100)
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
Period Ending
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
Last Modified
xxxxx
xxxxx
xxxxx
xxxxx
XTech Services
XTech Tech Hub(Possible Duplicate)
Southern Satellite Office
Northern Satellite Office
XTech Regional HQ
XTECH
XTECH
XTECH
XTECH
XTECH
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
xxxxx
XTech Tech Bldg(Possible Duplicate)
XTECH xxxxx xxxxx xxxxx xxxxx xxxxx
SearchSearch Facility Name:
SearchSearch Facility Name:
ABS Monitoring Log
66
Automated Benchmarking Activity Log (in ABS)
GENTECH1
VIEW: Activity Log
PM Account
12/03/2007 13:42:47 13 buildings updated
ResultTimestampAction
Building data update
LORENTUS 12/03/2007 13:42:46 2 buildings updatedBuilding data update
RATHBONE 12/03/2007 13:42:45 147 buildings updatedBuilding data update
MK1037847 12/03/2007 13:42:45 7 buildings updatedBuilding data update
MAYFLOWER21 12/03/2007 13:42:44 WARNINGBuilding data update
WALGREENS 12/03/2007 13:42:43 972 buildings updatedBuilding data update
GENTECH1 12/03/2007 13:42:43 13 buildings downloadedGet building details
LORENTUS 12/03/2007 13:42:43 2 buildings downloadedGet building details
RATHBONE 12/03/2007 13:42:42 147 buildings downloadedGet building details
MK1037847 12/03/2007 13:42:40 7 buildings downloadedGet building details
MAYFLOWER21 12/03/2007 13:42:39 19 buildings downloadedGet building details
WALGREENS 12/03/2007 13:42:39 972 buildings downloadedGet building details
OTHELLOINDS 12/03/2007 13:42:40 FAILUREGet building details
FILTER: All Entries
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Features
TERMINATE
Removal of Authorization
67
Account Setup
Test System
Go Live with ABS
Account Setup *
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
End AB for
Building
ABS 2.0 Feature Description:Terminate
• Removal of Authorization– Portfolio Manager users are required to officially terminate
service with an ESP• Using the same Authorization interface to remove access
– ESP service contact will be notified through email– Automated Benchmarking monitoring consoles will be
updated to reflect termination status– Terminations will fully take effect within 48 hours of request
by Portfolio Manager user• ESPs will no longer have access to use any web services in
conjunction with the de-authorized accounts, buildings, and/or meters
68
Page
D1Automated Benchmarking SettingsAutomated benchmarking allows an energy information service provider to transfer data to your account automatically. You can have multiple providers. Once they are authorized, you can set assign a provider to individual meters.
Select a service provider...Energy service provider *
Provider
Add a Provider
Existing Providers
Add »
Meters Actions
Northern Pacific Fuels
Pacific Consolidated NEW!
9
3
Select Meters
Select Meters
Pacific United 13 Select Meters
De-Authorize
De-Authorize
De-Authorize
Service
Authorized & Approved
Authorized & Pending
Authorized & Approved
De-authorization [1]
69
Page
D4De-Authorize Automated Benchmarking Provider
Are you sure you want to stop receiving data from Northern Pacific Fuels? It currently provides your account with data for 9 meters.
Portfolio Manager retains this provider in your account for 48 hours following your de-authorization. This waiting period gives you a chance to reconsider. After the 48 hours, this action cannot be undone.
Cancel De-Authorize
Page
D1Automated Benchmarking Settings
Automated benchmarking allows an energy information service provider to transfer data to your account automatically. You can have multiple providers. Once they are authorized, you can set assign a provider to individual meters.
Select a service provider...Energy service provider *
Add a Provider
Existing Providers
Add »
De-authorized Northern Pacific Fuels. Unassigned 9 meters.
Return
Provider Meters Actions
Northern Pacific Fuels
Pacific Consolidated
9
3 Select Meters
Pacific United 13 Select Meters
Undo
De-Authorize
De-Authorize
Service
De-authorizedWill terminate 2/24/2008
Authorized & Pending
Authorized & Approved
De-authorization
De-authorization [2]
70
ABS 2.0 Release
71
ABS 2.0 Release:Major Milestones
72
ABS Release Milestones Date
Introduce ABS 2.0 Design to California Utilities February 22, 2008
Provide ABS 2.0 Technical documentation and web services schemas
April 18, 2008
Release Beta version of ABS 2.0 in ESP Testing Environment
June 25, 2008
ABS 2.0 Final Release July 28, 2008 *
* EPA may be required to move this release back to August 25, 2008
Ongoing Support for ABS 1.0
• Upon release of ABS 2.0, all ABS 1.0 web services will continue to be supported until January 2009– Data Management Service (DMS)– Get Shared Facilities List– Map Facility IDs
• DMS will be made backwards compatible to support any new ratings model releases that occur between July 2008 and January 2009
• No changes will be made to Get Shared Facilities List and Map Facilities ID web services– These services will be unavailable to ABS users who have not
registered as an EPA-approved ESP by July 2008
Major Impacts of Implementing ABS 2.0 for California Utilities
74
Major Impacts of Implementing ABS 2.0
• Registration as EPA-approved ESP– ESPs will need to define the level of service they are providing
• Only one level of service is available to an ABS account
– ESPs will need to provide an automated benchmarking service contact to address questions/issues from Portfolio Manager customers
• Data Authorization and Mapping– Get Shared Facilities List and Map Facility IDs web services will
be replaced by Get Authorization Request and Send Authorization Response web services
– Mapping of IDs for any building or meter will need to happen at the same time authorization for automated benchmarking is approved
75
Major Impacts of Implementing ABS 2.0 (cont’d)
• Tighter controls to prevent data integrity issues– New data elements will be required when using ABS 2.0
web services to more explicitly “tell” Portfolio Manager how you want it to handle your Building and Meter management transactions
• More detailed alert messaging– Systems will need to be configured to read changes to Alerts
• Deprecation of existing web services– Get Shared Facilities List and Map Facility IDs web services
will be deprecated January 2009– DMS will be deprecated January 2009
76
In Summary
77
Summary of Changes to ABS
• Data Release Authorization– Through the ABS Website, Energy Service Providers (ESPs)
will be able to specify what information their customers are required to provide (e.g., customer account number, service area ID) when authorizing the release of data to that ESP for Automated Benchmarking
– Portfolio Manager users will now be able to authorize the release of their data to an ESP and provide the ESP with information they require to verify that customer and map to their data in Portfolio Manager
– Portfolio Manager users will be able to de-authorize any ESP that they have previously authorized to provide Automated Benchmarking
Summary of Changes to ABS (cont’d)
• New Web Services– New “Get Details” services will be available to allow ESPs to
get all building and meter consumption data for which they have access
– New “Management” services will be available to allow ESPs to provide whole building or only meter consumption information for multiple buildings across multiple Portfolio Manager accounts in a single transaction
Summary of Changes to ABS (cont’d)
• Error Prevention and Correction– New services for uploading and modifying building or energy
data will now require an ESP to specify whether their submission is intended to upload new data or modify data that currently exists in Portfolio Manager
– New web-based troubleshooting tools will be available to allow an ESP to remove duplicates or correct any mapping errors
– New web-based monitoring area will allow ESPs to view a log of their automated benchmarking activities
Summary of Changes to ABS (cont’d)
• New Release process– ESPs will now be provided access to new schemas three
months before a major release
– ESPs will now be provided access to a Beta version of any new or modified web services, within the ABS website, one month prior to their official launch
– The current Data Management Service (DMS), which most ESPs are using today will continue to be supported until January 2009
Contact Information
Tom Oliver, SRA, Program [email protected]
Steve Miller, SRA, Technical [email protected]
James Melzer, SRA, User Experience [email protected]
82
Questions and Discussion
83
ESP
Features:• Automated
Benchmarking Monitoring Console
PM User
Features:• Removal of
Authorization
Features:• Get
Authorization Requests web service
• Send Authorization Response web service (includes Mapping)
• Troubleshooting tools
ESP
Features:• Portfolio
Manager Account Registration
• Portfolio Manager data management tools
• Building Import templates
Portfolio Manager (PM) User
Account Setup
Test System
Go Live with ABS
Account Setup
Authorize ESP
Connect to PM
Building
Manage Data
Monitor Activity Terminate
Features:• ABS Account
Registration
Features:• ABS Account
Management website
• Test clients• Separate Test
Environment• Troubleshooting
tools• Technical
Documents• Technical Support
Energy Service Provider (ESP)
Features:• Request
Official Registration as ESP in Portfolio Manager (EPA will review all requests)
• Review and Approval of Requests (for EPA only)
Features:• Data Release
Authorization
Features:• Send Building
Information web service
• Send Meter Information web service
• Get Building details web service
• Get Meter details web service
• Rating Exchange Service (RES) web service
• Troubleshooting tools
• Technical Support
End AB for
Building
Features listed in Green are either new or will be significantly upgraded