Integrated Tools for Multifamily Green Asset Management. Energy Upgrade CA Web Portal Funding Finder Compass Portfolio Tracker Webinar May 22, 2012

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1 Integrated Tools for Multifamily Green Asset Management Energy Upgrade CA Web Portal Funding Finder Compass Portfolio Tracker Webinar May 22, 2012

2 Webinar Agenda 2 Introductions Energy Upgrade California background Overview of tool functionalities Tool demonstration Energy Upgrade CA Multifamily Web Portal Funding Finder Compass Portfolio Tracker Next Steps

3 Introductions: Project Team 3 Tool development funded by: State Energy Program, California Energy Commission Project management: StopWaste.Org Funding Finder consultants: Heschong Mahone Group, Inc. Renewable Funding Compass Portfolio Tracker developers: Performance Systems Development

4 Integrated Tools for Multifamily Portfolios 4 Navigate Benchmark Track Quantify Programs/Rebates Approach/Measures Resources Professionals EPA Portfolio Manager Energy use intensity Weather normalized Utility Bill Analysis Compare to Peers Across Portfolio Over Time Upgrades Programs Utility Local Government GreenPoint Rated Pre vs. Post Savings Projected vs. Actual Savings

5 Energy Use Reduction Process 5 Functionality of: Funding Finder Portfolio Tracker

6 Tools Support the Upgrade Process 6 Connect with programs Identify upgrade opportunities Using building characteristics Using utility bill analysis Auditor/rater recommends an upgrade package Define and carry out scope of work Auditor/rater documents actual upgrade package Submit documentation to programs Track savings in utilities post upgrade

7 Integrated Tools for Multifamily Portfolios 7 1. Energy Upgrade CA Multifamily web portal: Multifamily.EnergyUpgradeCA.org 2. Energy Upgrade CA Funding Finder Guidance on upgrade approach and measures Connect to applicable rebates and incentives 3. Compass Portfolio Tracker Utility usage analysis Track upgrades and program participation

8 Navigate Measures & Funding 8 Common questions from multi family building owners How can I get money for green upgrades? Which program is right for my property? I have money. What should I do with it? Which properties? Which upgrade measures? Program project filtering and referral Navigate Benchmark Track Quantify

9 Navigate Measures & Funding 9 Inputs Basic Property Data Location Utilities Building vintage Project plans Available funds Building components and systems Type Vintage Efficiency Outputs Upgrade approach Tune up Singlemeasure/prescriptive Whole building rehab Upgrade opportunities Generic loading order Matching programs by: Upgrade approach Measure opportunities Location

10 What is Benchmarking? 10 Monthly utility data to document building energy use characteristics & patterns over time Building energy performance is benchmarked against A given baseline time period Peer buildings of similar type and use Key metric: building energy use per square foot, or Energy Use Intensity (EUI) Equivalent to vehicle miles per gallon (mpg) Energy use in common energy unit (BTUs) Weather normalized Navigate Benchmark Track Quantify 10

11 Benchmarking Benefits 11 Track & compare energy performance, consumption & costs Over time & across own or similar properties Establish informed energy efficiency goals & plans Identify problems & opportunities Inform investment decisions Evaluate efficiency improvements Compare performance pre & post retrofit Identify needs for further commissioning Document & share improvements in building performance Navigate Benchmark Track Quantify 11

12 ENERGY STAR Portfolio Manager 12 Free, national tool regularly updated and improved (launched in 2000) Historic and ongoing automatic, utility generated meter data upload available Coming in 2013: Scores for multi family buildings (as currently available for commercial) Need database of multi family buildings large enough for reasonable comparison Integration with Compass Portfolio Tracker pending (demo later) Navigate Benchmark Track Quantify 12

13 ENERGY STAR Portfolio Manager 13 Navigate Benchmark Track Quantify

14 Benchmarking Data Challenges 14 Data collection Gathering accurate, complete building information Accessing utility data Automatic data uploads, updates Individually metered unit data More benchmarked multifamily buildings needed to enable meaningful peer building comparisons Navigate Benchmark Track Quantify 14

15 Upgrade Tracking 15 Assign a qualified auditor/rater Upload audit files to populate list of upgrades Measure name Cost Savings projection Status of upgrades Recommended Implemented Not Implemented Additional measures can be added through user interface (pending for property owners) Navigate Benchmark Track Quantify

16 Program Participation Tracking 16 Sample program participation workflow: 1. Auditor uploads recommended package 2. Program approval (reserves funds, etc.) 3. Work is implemented 4. Auditor uploads completed project documentation 5. Program approval (payment, etc.) Workflow can be configured per program Navigate Benchmark Track Quantify

17 Workflow Diagram Example 17

18 Quantify Savings 18 Pre vs. post upgrade utility analysis Compares weather normalized utility data for two user defined periods of time Projected vs. actual savings Compares pre vs. post with energy audit model Multiple upgrade scopes (coming soon) Navigate Benchmark Track Quantify

19 19 1. Energy Upgrade CA Web Portal

20 Energy Upgrade CA Web Portal 20

21 Energy Upgrade CA Web Portal 21 Information about local Energy Upgrade CA programs Program fact sheets Program applications FAQs Case studies Funding Finder & export to Compass

22 Local Program Information 22

23 Case Studies 23

24 2. Funding Finder 24

25 User Interface 25 Building Data Entry Upgrade Measures Retrofit Approach Program Matching Housed on the Energy Upgrade California website Log in to save your portfolio Dashboard Prioritized list of portfolio properties Property view Property data Matched upgrade approach Matched programs Property history

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38 3a. Compass Portfolio Tracker 38

39 Compass Portfolio Tracker 39 Analyze Utilities Compare Buildings Track Upgrades Quantify & Track Savings

40 Analyze Utilities 40 Create buildings (or export from Funding Finder) Upload utility data Master / central & common area meters Sampling of individual unit meters (in progress) ENERGY STAR Portfolio Manager import (in progress) Utility analysis Total usage Heating, cooling, baseload disaggregation Monthly baseline

41 Building Information 41

42 Baseline Utility Analysis 42

43 Compass Portfolio Tracker 43 Portfolio comparison Compare across own portfolio Compare against peers (in progress)

44 Portfolio Comparison 44

45 Upgrade Tracking 45 Auditor uploads (energy models; GPR checklist) Energy model calibration Proposed vs. completed upgrade package Submission to program administrators

46 Add Upgrade Measures 46 Assign a qualified auditor/rater Upload audit files to populate list of upgrades Measure name Cost Savings projection Status of upgrades Recommended Implemented Not Implemented Additional measures can be added through user interface (pending for property owners)

47 Add Upgrade Measures 47 or

48 Energy Model Calibration 48

49 Program Participation Tracking 49 Sample program participation workflow: 1. Auditor uploads recommended package 2. Program approval (reserves funds, etc.) 3. Work is implemented 4. Auditor uploads completed project documentation 5. Program approval (payment, etc.) Workflow can be configured per program

50 Plus: Program Admin Interface 50 See all jobs enrolled in program Assign qualified auditors/raters to program list Approve/reject submitted audits & completed jobs Reporting functionalities

51 Quantify Savings 51 Pre vs. post upgrade utility analysis Compares weather normalized utility data for two userdefined periods of time Projected vs. actual savings Compares pre vs. post with energy audit model Multiple upgrade scopes (coming soon)

52 Pre vs. Post Upgrade 52 52

53 Modeled vs. Actual Savings 53 53

54 Setting Graph Parameters 54

55 55 3b. Compass Integration with Portfolio Manager Source: Performance Systems Development

56 Portfolio Manager 56 Login to Portfolio Manager

57 Portfolio Manager 57

58 Portfolio Manager 58 After logging to your EPA Portfolio Manager account, click on Get Started Now under the Automated Benchmarking This is the alternate form this takes if they already have an ABS provider

59 Portfolio Manager 59 lect Performance Systems from Option 1: Select Your Current Provider This screen will look like this if they do not have any ABS connections.

60 Portfolio Manager 60 Otherwise, this screen will look something like this:

61 Portfolio Manager 61 These next two screens show up the first time you add a new ABS provider:

62 Portfolio Manager 62 This screen only shows up if you already have shared one or more facilities with Performance Systems and now want to share other facilities or change which facilities or meters are shared with Performance Systems. To do so, click on Change Authorization to share specific buildings.

63 Portfolio Manager 63 Select which facilities to share. They would check off all they want to share. Then press Update List

64 Portfolio Manager 64 Upon pressing Update List, you get this

65 Portfolio Manager 65 Select all facilities to share to Compass Portfolio Tracker. Then select the Read Only access for each meter that is part of a facility that you are sharing with Compass.

66 Portfolio Manager 66 Last summary step to show how many facilities and meters have been shared with Performance Systems.

67 Compass Portfolio Tracker 67 Here s the how a user would access Portfolio Manager from Compass Portfolio Tracker

68 Next Steps & Contact 68

69 Next Steps 69 Access the tools: Multifamily.EnergyUpgradeCA.org Other Resources: EPA ENERGY STAR Portfolio Manager: PG&E Benchmarking

70 Contacts 70 Sophia Hartkopf Heschong Mahone Group, Inc. m g.com Miya Kitahara StopWaste.Org

71 Disclaimer 71 This presentation was prepared as an account of work sponsored by an agency of the United State Government. Neither the California Energy Commission, the United States Government nor any agency thereof, nor any of their employees, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by the California Energy Commission, the United States Government or any agency thereof. The views and opinions of authors expressed herein do not necessarily state or reflect those of the California Energy Commission, the United States Government or any agency thereof.

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