Framework for Achieving Integrated Efficiency Presented at Midwest Energy Efficiency Alliance 2015 Midwest Energy Solutions Conference January 29,

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1 Framework for Achieving Integrated Efficiency Presented at Midwest Energy Efficiency Alliance 2015 Midwest Energy Solutions Conference January 29, 2015

2 West Monroe Partners Overview Established in 2002 Founded by a team from Arthur Andersen, West Monroe is a full-service business and technology consulting firm. People Nearly 550 consultants, confident enough to engage in constructive debate and understand that it s okay to disagree. Organization We are 100% employee owned. We answer to our people and our clients only. Global reach but geographically close We serve global clients, locally by partnering with BearingPoint Europe and Grupo Assa. West Monroe Partners is large enough to tackle our clients toughest challenges and nimble enough to adapt to unique requirements with custom solutions. 2

3 Agenda Challenges with Integrated Efficiency Programs What are the additional benefits of Integrated Efficiency? Can leverage some of latest tools facilities management to address some of the challenges with Integrated Efficiency? 3

4 Some of the challenges around managing Integrated Efficiency Programs Baselining the loads behind the meter that will be managed as part of Integrated Efficiency Program What does the governance look like (Steering Committee, Advisory Board, project teams)? How does this fit into the strategic vision of the C&I Customers? What are the eco system partners and tools needed to support this effort? What does an EM&V function need to audit the results to ensure the energy savings through the program? How do we move forward? 4

5 What are Characteristics and Benefits of Integrated Efficiency? Characteristics of an Integrated Efficiency Program Benefits of an Integrated Efficiency Program Associate energy consumption to key assets being managed We would be able to calculate the baseline consumption We would be able to compare the baseline to actuals We would be able to determine the change in usage to energy efficiency of the asset and reduced demand Have a record of the maintenance and upgrades of the assets being managed capable of being audited Condition Based Maintenance: Using energy/demand measurements to detect asset reliability issues Lower Energy Costs: lower energy bill and utility incentives Stainability Reporting: Capture the energy with each asset for Going Green: Meet corporate and organizational objectives These benefits are overlap with those associated with Enterprise Asset Systems 5

6 Can we use Enterprise Asset (EAM) to as a framework to achieve Integrated Efficiency? * * Equipment Alert = Anomaly indication * Equipment DEGRADES Saving $$$$ * Preventive Maintenance $ Asset FIX Asset * From Infor Personalize. Control. Visibility. Grow. * FAILURE

7 Asset Systems can support Integrated Energy Efficiency and System Reliability through Predictive Analytics Infor Enterprise Asset Manage Your Assets Manage Your Business Processes Manage Your Maintenance Manage Your Sustainability Buildings & Facilities Capital Equipment Labor & Contractors Material Purchasing Reactive Preventive Energy Performance Global Sustainability Reporting Process Equipment Fleet & Transportation Scheduling Capital Projects MS Project Interface Condition-Based Predictive Energy Monitoring Projects Repository Telecom Road, Rail, & Pipelines Call Safety / Center Regulatory Calibration / esignature Reliability Risk-based Mitigation Tracking Dashboards / Benchmarking Analytics Interoperability Partnering Solutions Reporting, Analytics KPIs Mobile Inbox ION (Integration, Workflow) Alert SCADA, PLC, Historians EPAK (elearning) ESRI Space by OpenCAD Resource Scheduling by ClickSoftware Optimizer+ by MaxGrip

8 We need to automate the upload of the facility management energy data and utility energy data into the Advanced EAM system Utility Company i.lon, or PI System, or other 1 Infor ION Alerts Anomalies Utility bill data, EDI Site-Level Data or Central Legacy System Data from Energy Systems (EMS) 2 CSV File BMS, Utility Bill Agg, or other FTP CSV File Web Service Alerts Infor EAM Database 3 Spreadsheet upload utility Hand-key data to AS screens * Infor XML

9 Multiple factors influence Integrated Efficiency results and will need to be taken into consideration when the benefits are quantified Fuel/Energy Technology External Parties Type Price Real Time Quantity Quality Vintage/ Age Design/ Efficiency Operation Maintenance Preventive Corrective Controls Weather Degree Days Humidity EE Programs Asset Owner Asset Operator Facility Operator Tenant Insurance ESCO Technology/ Systems Provider Can we extend EAM systems to support Integrated Efficiency Programs? 9

10 Integrated Efficiency requires Advanced Facilities System to optimize energy and reliability performance Facilities Systems (FMS) link all energy measurements, alarms, and maintenance functions within a facility One approach to FMS is to leverage an advanced Enterprise Asset (EAM) solution to also support Integrated Efficiency Through FMS, the baseline of each asset is documented and can be diagnosed through an analytic engine to optimize performance Aggregation of energy usage and maintenance activities across assets will support condition based maintenance and root cause analysis of energy savings FMS will need to work closely with existing Energy Systems (EMS) to get energy/demand information for assets 10

11 Thank you! Tom Hulsebosch Managing Director, Energy & Utilities P: (312) E: David South Senior Manager, Energy & Utilities Lead, Sustainability P: (312) E: 11

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