Benchmarking Building Energy Performance: A View from EPA’s ENERGY STAR Program

Zach Shelin

The Cadmus Group, Inc.

on behalf of the U.S. EPA ENERGY STAR Program

April 29, 2015

Agenda

• ENERGY STAR for Commercial Buildings Background

• How to Benchmark in Portfolio Manager

– Basic Data Inputs

– ENERGY STAR 1-100 Score

– Connecting and Sharing

– Reporting

– Campuses

• ENERGY STAR Recognition

• Help Resources

• What’s Next for ENERGY STAR for Commercial Buildings?

2

ENERGY STAR

for Commercial Buildings

What is ENERGY STAR for Buildings?

• EPA voluntary climate protection

partnership with energy users and

service and product providers

• Helps organizations measure, track,

and improve energy performance

• Helps organizations save energy and

money and protect the environment

• Brand recognition: >90% of Americans

4

ENERGY STAR Buildings Milestones

In the past 15 years:

• 415,000 buildingsmeasured energy performance

• Nearly 6,000 organizationsjoined as partners

• 25,000 buildings earned the ENERGY STAR Certification across 50 states

5

Benchmarking Building Energy Performance with ENERGY STAR

Is 60 MPG high or low…for this automobile?

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

Fuel Efficiency: MPG

7

ENERGY STAR Benchmarking

Energy Performance Score: 1 to 100

PropertyID

DataYear

Source

Currency

ChainID

MgmtCoID

OwnerID

OwnerTypeID

SumOrDetail

WhoModified

LastModified

MktMixBus

MktMixTourist

MktMixSmMtg

MktMixGrpMtg

MktMixOther

MgmtCoID

PropertyID

DataYear

Source

Currency

ChainID

MgmtCoID

OwnerID

OwnerTypeID

SumOrDetail

WhoModified

LastModified

MktMixBus

MktMixTourist

MktMixSmMtg

MktMixGrpMtg

MktMixOther

LastModified

MktMixBus

MktMixTourist

MktMixSmMtg

MktMixGrpMtg

MktMixOther

MgmtCoID

PropertyID

DataYear

Source

Currency

Port

folio

in B

ench

mar

k O

rder

1

100

50

75

25

Comprehensive investment opportunities where there is the

greatest potential for whole building improvement

Invest Deeper

Retro commissioning, O&M, lighting

certification candidates

High Return Invest

Reward & LearnHigh scoring buildings

qualify for ENERGY STAR certification

Target Opportunities for

Energy Efficiency Upgrades

8

Data Trends: Activity Continues to Grow

Over 25,000 buildings certified as ENERGY STAR

Over 415,000 buildings benchmarked

9

Energy Savings and Score Trends

• Over 35,000 buildings entered complete energy data for 2008 through 2011-

three years of change from a 2008 baseline

• Data Trends are now available for individual property types

7% savings

in Weather Normalized

Source EUI

6 point increase

in ENERGY STAR

Score

267 258 252 248

2008Baseline

2009 2010 2011

Ene

rgy U

se

Ave

rag

e W

ea

the

r N

orm

alize

d

So

ruce

EU

I (k

Btu

/ft2

)

58 61 63 64

2008Baseline

2009 2010 2011

EN

ER

GY

ST

AR

Sco

reA

vera

ge

1-1

00

Sco

re

10www.energystar.gov/DataTrends

• Management Tool – Helps business and organizations by offering a platform to:

– Assess whole building energy and water consumption– Track changes in energy, water, greenhouse gas emissions, and cost over time– Track green power purchase– Share/report data with others– Create custom reports– Apply for ENERGY STAR certification

• Metrics Calculator – Provides key performance metrics to integrate into a strategic management plan

– Energy consumption (source, site, weather normalized)– Water consumption (indoor, outdoor)– Greenhouse gas emissions (indirect, direct, total, avoided)– ENERGY STAR 1-to-100 score (available for many building types)

Accessible in a free, online secure platform: www.energystar.gov/benchmark

11

Background to Benchmarking in Portfolio Manager

• EnergyCAP automatically populates building, meter, and utility bill data

in Portfolio Manager

• To benchmark your buildings, simply activate ENERGY STAR submittals

in EnergyCAP. There is no additional fee to do this

• Set your building(s) up in EnergyCAP to submit to Portfolio Manager

(http://bit.ly/1E1zo6N)

– Property Information (go to Buildings and Meters / Building

Properties)• Name, street address, ZIP/postal code

• Floor Area

• Function(s) (space types)

• Include/Exclude Meters

– Property type data • Use details (ex. weekly operating hours, number of computers,

number of workers on the main shift, etc)

– Energy consumption data• Utility bills already entered into EnergyCAP

• Submit to Portfolio Manager (http://bit.ly/1bkytnd)

13

To Get Started Benchmarking in Portfolio Manager…

ENERGY STAR 1-100 Score: Eligible Property Types

• Bank branch

• Barracks

• Courthouse

• Data center

• Distribution center

• Financial office

• Hospital* (general medical & surgical)

• Hotel

• K-12 school*

• Medical office

• Multifamily housing

• Non-refrigerated warehouse

• Office*

• Refrigerated warehouse

• Residence hall/ dormitory

• Retail store

• Senior care community

• Supermarket/grocery store*

• Wastewater treatment plant

• Wholesale club/supercenter

• Worship facility

* These property types are also eligible to receive an ENERGY STAR score in Canada

ENERGY STAR Score: Inputs Needed

• K-12 School

– Gross Floor Area

– Number of Personal Computers

– Number of Walk-in Refrigerators

– Whether or not the School is Open

on Weekends

– Whether or not there is Energy

Used for Cooking

– Whether or not the school is a High

School

– Weather and Climate (using Heating

and Cooling Degree Days, retrieved

based on Zip code)

– Percent of the Building that is

Heated and Cooled

• Office

– Building Size

– Number of Personal Computers

– Number of Workers

– Hours of Operation per Week

– Weather and Climate (using Heating

and Cooling Degree Days, retrieved

based on Zip code)

– Percent of the Building that is

Heated and Cooled

Inputs for additional space types available at: http://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager/understand-metrics/energy-star

Default values based on floor area can be entered for these inputs during the initial benchmarking effort if accurate data is not available

ENERGY STAR Score: How It Is Calculated

• Basic Steps to Compute a Score:

1. Compute Actual Source EUI

2. Compute Predicted Source EUI

3. Compute Energy Efficiency Ratio

4. Lookup Score

ENERGY STAR 1 – 100 Score

Postal code

Whole building energy

use

Property use

details

Site energy accounts for only 33%

of embodied energy consumed at

the building site as electricity

Site energy doesn’t account for

total carbon emissions

The Score and Source Energy

17

Step 1: Compute Actual EUI

• Compute Annual Source Energy for each fuel type

– Add together all 12 months of energy

– Multiply total annual energy (in kBtu) by the source

energy conversion factor

• Add the Annual Source Energy of all fuel types

together

• Divide by the total square foot

18

Step 2: Compute Predicted Source

EUI• Predicted Source EUI is calculated based on:

– The survey data for the property’s specific type (Office, K-12 School, Hotel,

etc.)

– The property use details entered for the specific property (number of PCs,

weekly operating hours, etc.)

– The heating and cooling degree days in the property’s zip code during the

performance period

• The result is the source EUI that a median property of that type and that location

would have during the performance period

• You can find more information on the specific calculations for each property type

at: http://www.energystar.gov/buildings/facility-owners-and-managers/existing-

buildings/use-portfolio-manager/understand-metrics/energy-star

19

Step 3: Compute Energy Efficiency Ratio

• Divide the Actual Source EUI by the Predicted Source

EUI(Actual/Predicted)

• This is the energy efficiency ratio

20

Step 4: Lookup the Score• Lookup the ratio in the lookup table- each property type has a

unique lookup table

• Example K-12 Lookup Shown below

– A ratio of 0.25 gets a score of 100; it is less than 0.3710 and

greater than or equal to 0

– A ratio of 0.431 gets a score of 98; it is less than 0.4555 and

greater than or equal to 0.4212

21

ScoreCumulative

PercentEnergy Efficiency Ratio

> = <

100 0% 0 0.3710

99 1% 0.3710 0.4212

98 2% 0.4212 0.4555

97 3% 0.4555 0.4825

Step 5: Receive ENERGY STAR Rating

• Your ENERGY STAR rating (score) and other data are automatically

uploaded to EnergyCAP and displayed onscreen and in reports

• The rating is imported into EnergyCAP from Portfolio Manager- you’ll

need to click on the ‘Get Ratings’ button to complete the process

How to Use Sharing and Reporting Features

in Portfolio Manager• As an EnergyCAP user, you never have to login to Portfolio Manager’s

user interface unless you have to share your data under mandatory

government benchmarking legislation

• However, the user interface does have some useful tools, so next let’s

discuss what sharing features are available

How to Share Properties

• 3 Steps:

1. Confirm you are connected to the person you

want to share with on the Contacts page. “Add

Contact” to send a connection request if needed.

2. Share one or more of your properties with your

connected contacts & specify the level of access

the contacts have to view and edit your properties

3. Review shared properties on the Sharing tab

24

Add and Connect with Contacts

25

Connection Request Confirmed

26

Sharing Tab – Overview

27

Share Your Property: Multiple Properties

28

One PropertyMultiple PropertiesAll Properties

Choose Permissions – Option 1

29

Choose Permissions – Option 2

30

Click arrow

to show/hide

permission

options

Choosepermissions

Transfer Ownership

31

Transfer Ownership

32

Reporting Tab

33

Choose from Pre-set Chart

& Graph options

Download Performance Documents

Create and generate

Templates & Reports

Reporting Tab: Charts & Graphs

34

• Each of the figures can

be printed or

downloaded for easy

insertion into a

presentation or

document

• If you scroll down on

the page, you can view

and export the raw

data for the charts &

graphs

Reporting Tab

35

Choose from Pre-set Chart

& Graph options

Download Performance Documents

Create and generate

Templates & Reports

Standard Reports

• Performance Highlights

• Energy Performance

• Emissions Performance

• Water Performance

• Fuel Performance

• ENERGY STAR Certification Status

• Partner of the Year Report

• Sustainable Buildings Checklist Report

36

Responding to Data Requests

37

Data Request Preview

38

Reporting Tab

Data Request

displays in

“Templates &

Reports” list

Respond to Data Request

39

Planning Tab: Portfolio-Level

40

Choose one

target or

baseline for

all properties

View property-

specific details

on targets

View graphs with portfolio-

wide information

Property Goals Tab: View Specific Property Goals & Improvements

41

Download

documents

Goals tab at

the Property

level in

MyPortfolio

Add/Edit Baselines or Targets

42

Choose baselines

or let Portfolio

Manager select

automatically

Target Options

• Target ENERGY

STAR Score

• Target % Better

than Baseline

• Target % Better

than Median

Add and Set up a Property: More than One

Building

43

Campus Features

44

ENERGY STAR Certification(and other recognition

opportunities)

45

ENERGY STAR Recognition

• ENERGY STAR Certification for Buildings

• Designed to Earn the ENERGY STAR

• EPA’s National Building Competition

• ENERGY STAR Partner of the Year

46

• Application process via Portfolio Manager

• Site visit required to verify data, indoor air quality, thermal

comfort, and lighting levels

• Professional Engineer or Registered

Architect reviews and stamps application

– Site visit can be performed by someone

who reports to PE/RA

ENERGY STAR Certification Indicates

Superior Energy Management

501 10075

National Average

Superior Energy Management!

1 to 100 Energy Performance Scale 47

The Value of ENERGY STAR

ENERGY STAR Certification serves as a signal for…

• Reduced operating expenses

as compared to non-ENERGY STAR

-certified properties

• Better control of operating expense

escalations

• Proxy for better functioning equipment

• Proxy for overall management

48

Owners and operators are realizing a wide-variety of value-

enhancing benefits:

49

2.7% higher NOI / sq. ft.

7% higher effective cash flows

8.5% higher property value

12.9% lower operating expenses

10-11% increase in occupancy

+$30 / sq. ft. transaction price

6.5% greater rent prices 0.66% increase in ROE

Recognizing the Financial Value of ENERGY STAR

Certified Buildings

Property Types Eligible for ENERGY STAR Certification

• Bank Branch

• Courthouse

• Data Center

• Distribution Center

• Financial Office

• Hospital (General Medical &

Surgical)

• Hotel

• K-12 School

50

• Multifamily Housing

• Non-Refrigerated Warehouse

• Office

• Refrigerated Warehouse

• Retail Store

• Senior Care Community

• Supermarket/Grocery Store

• Wholesale Club/Supercenter

• Worship Facility

Information is available for all types on the ENERGY STAR website: http://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager/understand-metrics/eligibility

Many ways to win!

ENERGY STAR Partner of the Year

52

• EPA recognizes

organizations that have

made outstanding

contributions to protecting

the environment through

energy efficiency

• Awards ceremony in

Washington, DC in April

ENERGY STAR Training Opportunities and Trainers Community

• Portfolio Manager training resources available at: www.energystar.gov/buildings/training– Step-by-step documents (PDF)

– Access recorded trainings at:

http://www.energystar.gov/buildings/training/recorded-training

• Join the ENERGY STAR Trainers Community!– A network of professionals around the country who deliver

ENERGY STAR training sessions to the public

– Get access to a full suite of Portfolio Manager training

materials and advance notice of updates to the tool

Portfolio Manager Help Page

54

ENERGY STAR For Buildings Tools and Resources Library

• Available at http://www.energystar.gov/buildings/tools-and-resources

• Searchable database of all digital resources

Extra Help- Official EPA Resources

• Visit www.energystar.gov/buildingshelp

– Expanded list of FAQs

– Online form to submit technical questions or comments

56

What’s Next for ENERGY STAR Buildings?

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More ENERGY STAR Score Models

• September 2014: An ENERGY STAR Score for Multifamily Housing

• 2016+: Score model updates with new CBECS data

• EPA continually looking for new, robust data sets for new property types

58

Further Updates to Portfolio Manager

• Continual updates and refinements

– Enhancements to the API/web services

• Web Services 5.0 Schema Release August 2015

• Longer term “wish list”

– Solid waste tracking

– Expanded water tracking

– More building types

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Further Drivers of Growth• Voluntary Initiatives

– State

– Local

– National

– Industry specific

• e.g. CoStar, Travelocity, GRESB…

• Green Building Certification – LEED – both existing building (EBOM) and new construction (NC, Schools, etc.)

– Green Globes

• Federal Agency Reporting Requirements

• Mandatory Disclosure – State & Local

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Trend – Benchmarking Mandates are Gaining

Momentum Nationwide

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Portfolio Manager in State and Local

Building Energy Policy

• All jurisdictions with benchmarking laws specify the use of ENERGY STAR Portfolio Manager

• Purpose of these laws:– Increase transparency of building performance data for a better

informed market (energy and water)

– Incentivize improvements in public and private buildings

– Grow clean energy job market

– Improve building infrastructure

– Reduce carbon footprint

– Increase electrical system reliability

• Some newer policies (Chicago; Montgomery County, MD) require licensed-professional verification of benchmarking data

62

Outlook – Energy Benchmarking and

the City Energy ProjectThe City Energy Project

• Joint project of IMT and NRDC

• Initiative to help cities craft policies and

programs to improve large-building

energy performance

• 10 pioneering cities:

Atlanta Kansas City, MO

Boston Los Angeles

Chicago Orlando

Denver Philadelphia

Houston Salt Lake City63

One-on-One Help at the Ace Place

• Available today after the keynote at the Ace Place for

one-on-one ENERGY STAR questions and

walkthroughs until 4:50 PM