Benchmarking with EPA s ENERGY STAR Portfolio Manager. Leslie Cook US EPA ENERGY STAR Buildings November 18, 2014

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1 Benchmarking with EPA s ENERGY STAR Portfolio Manager Leslie Cook US EPA ENERGY STAR Buildings November 18, 2014

2 Agenda Benchmarking with EPA s ENERGY STAR Portfolio Manager Portfolio Manager Features for Program Managers Update on the New Multifamily Score Going Beyond Benchmarking

3 Benchmarking with EPA s ENERGY STAR Portfolio Manager 3

4 The biggest little label in energy efficiency products 4.8 billion commercial buildings 24,000 homes 1.5 million industrial plants 130

5 Benchmarking with ENERGY STAR is the industry standard. As of June 2014: Over 6,000 C&I ENERGY STAR Partners Over 70,000 active PM accounts More than 350,000 buildings have been benchmarked in Portfolio Manager. More than 40% of U.S. commercial building space has benchmarked in Portfolio Manager. Buildings Benchmarked in EPA s Portfolio Manager 5

6 Does benchmarking lead to savings? Consistent benchmarking in buildings results in energy savings and improved performance. More at : 6

7 State and local programs leverage Portfolio Manager.

8 Impact of Adopted Benchmarking and Disclosure Policies BUILDING AREA (IN SQUARE FEET) COVERED ANNUALLY Philadelphia million SF Boston 250 million SF Each year, existing policies will impact more than 51,000 properties totaling approximately 5.6 billion SF of floor space in major real estate markets ** Update: Montgomery County, MD and Cambridge, MA passed benchmarking and disclosure ordinances in 2014 and those impacts are not included in this graphic. Washington State 247 million SF Austin 113 million SF California 347 million SF Minneapolis 110 million SF Washington, DC 357 million SF Image credit: Institute for Market Transformation Seattle 295 million SF San Francisco 205 million SF Chicago 677 million SF New York City 2.8 billion SF

9 A Metrics Calculator that generates key performance indicators. Energy consumption (source, site, weather normalized, EUI) Water consumption (municipally supplied potable and reclaimed, alternative) Greenhouse gas emissions (indirect, direct, total, avoided) ENERGY STAR 1-to-100 score (available for many building types) A Management Tool that provides a platform for a strategic energy management Identify high performing facilities for recognition and replicable practices. Prioritize poor performing facilities for immediate improvement. Understand the contribution of energy expenditures to operating costs. Develop a historical perspective and context for future actions and decisions. Establish reference points for measuring and rewarding good performance. Apply for ENERGY STAR certification Accessible in a free, online secure platform:

10 Gather the information needed to benchmark. Property Information Building type Name, street address, ZIP/postal code Property type data Gross floor area Use details (ex. weekly operating hours, number of computers, number of workers on the main shift, etc) Energy consumption data Property-specific invoice information from all purchased and on-site generated energy for all fuel types

11 Choose your data management method.

12 Manage all of your buildings in one tool.

13 Interpret results - example: ENERGY STAR Score INVEST (Scores 1-50) Facilities in this range offer the greatest opportunity for financial and environmental improvement. Investing in new equipment and enhancing operational practices may have the greatest impact on your bottom line. ADJUST (Scores 51-74) Facilities in this range may reap significant savings from concentration on simple, low-cost measures, such as improved operations and maintenance practices. Equipment upgrades could yield additional savings. MAINTAIN (Scores ) These top performing facilities offer examples of best practices as well as opportunities to gain recognition. Continue to improve and maintain superior performance by focusing on operations and maintenance.

14 Set goals and track your progress. Choose one target or baseline for all properties View graphs with portfoliowide information View propertyspecific details on targets

15 Portfolio Manager for Program Managers 15

16 Tap into on-demand Portfolio Manager technical assistance. Live and recorded webinars offered regularly Step-by-step training guides, FAQs, and technical reference documents, on-demand user support

17 New! ENERGY STAR Trainer Community Diverse network of professionals who teach the public how to leverage ENERGY STAR and Portfolio Manager resources More than 200 members from across the country Members represent commercial real estate, ESCos, state and local government, schools, and many other sectors Provides community members advance notice of new ENERGY STAR resources and continued upgrades to Portfolio Manager, Opportunities to provide user feedback Invitations to future quarterly meetings

18 Portfolio Manager Data Sharing Options Property Level Sharing Share the full record of the property in Portfolio Manager. Access building information, all monthly utility consumption and cost inputs, all calculated metrics. Choose access rights: full, admin, custom Manage shared properties right in your Portfolio Manager account. Data Requests Choose performance metrics and building information fields needed for reporting Add custom instructions, time period, and program contact information Distribute data request via unique URL created by Portfolio Manager Receive responses directly into one custom report in Portfolio Manager. Manage shared benchmarking data in Custom Reports Reporting process used by most cities with benchmarking/disclosure mandates.

19 Create Your Data Request Template 19

20 Customize Your Data Request Request Data Using this Template Name Your Request Verify Data - Timeframe - Locations - Info and Metrics 20

21 How-to Guides are Available Working with Portfolio Manager Data Requests: Instructions on creating a data request (see page 4) : Guide to Custom Reporting in Portfolio Manager Instructions on responding to a data request: Guide to Responding to Data Requests in Portfolio Manager Full list of Portfolio Manager custom reporting metrics

22 Portfolio Manager Data Quality Checker Helps users check for errors and anomalies. Identify energy values and property use details that are unusual given a building s use. Identify possible typos, incorrect meter readings, missing information, incorrect units of measure, and other common data entry problems.

23 Portfolio Manager Data Quality Checker 23

24 Portfolio Manager Enhancements In Development Issue: The Data Quality Checker is limited Solution: Expand the feature to cover ALL buildings, include additional alerts, provide a clear path to find and fix problems Issue: Incomplete data reported by program participants Solution: Incorporate a prominent alert for responders if properties have NA in key metric fields Issue: Responders don t review data before submitting Solution: Add new fields to show whether/when the Data Quality Checker was run Issue: People make data entry errors Solution: Create a new data quality matrix that a person can run on her/his portfolio to identify possible data errors

25 The New ENERGY STAR Score for Multifamily Properties 25

26 Why focus on multifamily? Over 30% of the U.S. population and over 25% of U.S. households live in multifamily buildings, yet the energy efficiency potential is largely untapped Over 70% of the nation s existing multifamily units were built before there were any building energy codes (1978) There are significant opportunities to reduce energy use through O&M changes and tenant engagement For rented multifamily apartments in 2009, energy costs per square foot were 38% higher than in owner-occupied single-family detached homes. 26

27 Collaboration on energy efficiency Major industry associations are working to improve the energy efficiency of the nation s multifamily housing stock 27

28 1-100 ENERGY STAR Score and ENERGY STAR Certification Now Available for Multifamily Properties! Sept 2014: Score available in Portfolio Manager September 2014 Nov 2014: EPA press release features the first 17 multifamily properties to earn ENERGY STAR Certification

29 Beyond Benchmarking 29

30 Make benchmarking actionable. Guidelines for Energy Management Energy Efficiency Competition Planning Guide Success Stories: Landlords and Tenants Communications Strategy Planning Guide Bring Your Green to Work Engagement Kit Action Workbooks for Congregations and Small Businesses.much more!

31 Report Trends, Opportunities for Savings City of Minneapolis New York City

32 Communicate Progress District of Columbia public buildings showed a 7% reduction in EUI from FY 2010 to 2012 Alabama state agency benchmarking report compares energy performance in 2005 to FY 2012 to communicate avoided energy costs.

33 Gain national recognition earn ENERGY STAR Certification Top 25% of energyefficient buildings, nationwide. Use 35% less energy and emit 35% less CO 2 than their peers, on average.

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35 Drive momentum with local recognition As part of the City Energy Project, Mayor Sly James challenged Kansas City businesses to benchmark their energy consumption with ENERGY STAR s free Portfolio Manager. The challenge runs August 1, 2014 February 27, 2015, and aims to help 50 buildings achieve ENERGY STAR certification. KCMO City Hall ENERGY STAR Certified 2012

36 Utilities can help take benchmarking to scale Support benchmarking: More than 60 utilities include benchmarking in their programs Increase data access: 15 utilities use Portfolio Manager web services to provide data for roughly 26,000 buildings; collectively they reach over 2.2 million commercial customers. Several others use spreadsheet approaches. Offer innovative programs: Building Performance with ENERGY STAR enables utilities to engage both customers and trade allies in a strategic approach for achieving energy efficiency, and Build the market for performance-based services: Trade allies offering services aligned with ENERGY STAR s strategic approach will find more opportunities

37 Utilities Using Web Services to Provide Data for Benchmarking Utilities Buildings Receiving Utility Data Via Web Services Providing Aggregated Whole-Building Data? Aggregation Threshold (Number of Tenants) Avista Utilities (WA) 380 Yes 2 Clark Public Utilities (WA) 10 Yes 2 ComEd (IL) 640* Yes 4 LADWP (CA) 15 Pacific Gas & Electric (CA) 11,240 PECO (PA) 60 Yes TBD Puget Sound Energy (WA) 3,965 Yes 5 SMUD (CA) 970 Yes TBD Salt River Project (AZ) 220 San Diego Gas & Electric (CA) 260 (under new system)** Seattle City Light (WA) 4,400 Yes 2 Seattle Steam Company (WA) 90 Southern California Edison (CA) 3,910 Yes 15 Southern California Gas (CA) 140 (under new system)** Yes 15 Veolia Energy (Philly and Boston) 20 Total 26,320 Data current as of September * More than 3,700 buildings have been able to benchmark using whole-building data received via ComEd s EUDS tool since Of these, 640 have used web services to deliver data directly into Portfolio Manager ** SDG&E and SoCalGas each provided energy data to more than 2,000 buildings under their prior platform. Upgraded systems were launched in May 2014; they require

38 EPA Supports Every Aspect of Web Services Implementation

39 Thank you Leslie Cook U.S. EPA ENERGY STAR