Energy Benchmarking Policy and Procedures

Transcription

1 Energy Benchmarking Policy and Procedures for Municipal Buildings in the City of Indian Wells Funded by: Southern California Edison Company Local Government Strategic Plan Strategies Program Program Period under the auspices of the California Public Utilities Commission Strategic Plan Task Deliverable 3.A.3 Final Prepared by: Terra Nova Planning & Research, Inc Melanie Place, Suite 101 Palm Desert, CA Chesapeake Drive, Suite 365 San Diego, CA Designing Your Sustainable Future Under: May, 2013

2 Table of Contents 1.1 Benchmarking Policy and Procedures: Purpose, Goals and Objectives Purpose Policy Objectives Eligible and Ineligible Facilities Benchmarking Tool Approved for Program Timelines Frequency and Triggers for Ongoing Updates Reporting Requirements Process for Disclosure of Results Required Actions Policy Enforcement Benchmarking Procedures Purpose Program Initiation Data Collection Entering Utility Meter Data Proof of Compliance Analysis... 16

3 1.1 Benchmarking Policy and Procedures: Purpose, Goals and Objectives Purpose The purpose that Benchmarking serves is to provide City officials with a tool to assess the relative energy needs for City buildings. This policy will also provide guidance to City staff monitor energy use and report, assess and recommend changes and improvements in daily practices and long term equipment repair and replacement. The Benchmarking tool is a way to measure their success as they implement energy efficiency measures and practices. Benchmarking and use of Energy Star Portfolio Manager or other software provide an easy to use and cost effective means for the City to establish a baseline. With a set of building energy ratings, city officials can cost effectively enact energy efficiency measures where they are needed most. While benchmarking and the use of Portfolio Manager are not new, they are new to the Coachella Valley. The innovative aspect of this proposal is the opportunity for Blythe to evaluate and test the effectiveness of energy benchmarking and then market use of these tools to other government agencies, and businesses in the commercial and industrial sectors. Blythe will collaborate to develop the most effective and successful benchmarking policies and procedures. Through the Desert Cities Energy Partnership and the Green For Life Program, Blythe will truly lead by example. Meeting the Requirements of California Law: AB 1103 Nonresidential Building Benchmarking Law. This law requires electric and gas utilities, on and after January 1, 2009, to maintain records of the energy consumption data of all nonresidential buildings to which they provide service, in a format compatible for uploading to the United States Environmental Protection Agency s Energy Star Portfolio Manager (Energy Star Portfolio Manager), for at least the most recent 12 months. An electric or gas utility is required, upon request, to upload all of the energy consumption data for a building to the Energy Star Portfolio Manager. The law also requires, on and after January 1, 2012, that nonresidential building owners or operators disclose historical energy usage for their buildings using Energy Star Portfolio Manager benchmarking data and ratings, for the most recent 12 month period, to a prospective buyer, lessee, or lender. The information is considered adequate to inform the prospective buyer, lessee of the entire building, or lender that would finance the entire building, of the benchmarking data and ratings for the building.

4 Benchmarking energy performance helps to identify best practices that can be replicated, either within a building or across a portfolio of buildings. Benchmarks can be reference points for measuring and rewarding good performance. They allow an organization to identify top performing facilities for recognition and to prioritize poorly performing facilities for immediate improvement. To comply with California Law AB 1103, Energy Star Portfolio Manager can generate the following required documents: Statement of Energy Performance: Includes the building s Energy Use Index, characteristics, contact information, and if available, the building s Energy Performance Rating California Energy Performance Report: Customized report established by the California Energy Commission within U.S EPA Portfolio Manager containing all data necessary to generate a Statement of Energy Performance This Policy will fulfill the following goals: 1. Leverage existing resources, including review and assessment of similar Benchmarking policies and programs of other jurisdictions in the Valley; 2. Evaluate whether current municipal policies and procedures support efficient energy performance; and 3. Allow the City to work with other non participating local governments and other agencies (other utilities, water districts) to encourage use of benchmarking. Due to current economic constraints on City staff and resources, the City will make a good faith effort to implement this policy Policy Objectives The City is committed to long term cultural change with respect to its use of, and attitudes about, energy. This program will provide long term actions to reduce energy use, limit greenhouse gas emissions, promote sustainable energy practices, and make a positive impact in the Coachella Valley. The goal of the Green For Life Program is to integrate energy efficiency and climate action planning activities into the daily operations of local governments. Benchmarking enables energy managers to determine the key metrics for assessing a building s performance, to establish baselines, and to set goals for energy performance. It also helps to identify building upgrade opportunities that can increase profitability by lowering energy and operating costs, and it facilitates continuous improvement by providing diagnostic measures to evaluate performance over time.

5 1.1.3 Eligible and Ineligible Facilities Eligible Facilities: Buildings that are eligible and required for benchmarking are those that are owned or leased by the City of Indian Wells and for which Indian Wells directly pays the energy bills. This Policy will apply to: Buildings with areas greater than 5,000 ft 2 Buildings with occupancy greater than 50% Buildings that operate more than 1,560 hours per year If Indian Wells sub leases space to third parties, Indian Wells be responsible for collecting utility bill information from the lessee (if billed separately) and comply with the relevant portions of this policy, if the building meets this/these parameters: Buildings with areas greater than 5,000 ft 2 Buildings with occupancy greater than 50% Buildings that operate more than 1,560 hours per year Ineligible Facilities: This Policy will not apply to buildings with less than 11 consecutive months of energy consumption data available Benchmarking Tool Approved for Program EPA s Energy Star Portfolio Manager will be utilized as the benchmarking tool and can be accessed at the following web site: By utilizing Portfolio Manager, the City will be in compliance with California Law AB Portfolio manager is supported by South California Edison (SCE) and can utilize SCE s Automated Benchmarking Services (ABS) Timelines The City of Indian Wells will establish an account in Portfolio Manager, establish a portfolio of all the eligible buildings, and conduct the initial benchmark for all the eligible buildings by January 1, 2013.

6 1.1.6 Frequency and Triggers for Ongoing Updates Energy Star Portfolio Manager shall be updated automatically on a monthly basis using the utility s automated benchmarking system (ABS) Reporting Requirements Once data have been collected, the specific benchmarks are to be computed for the building. Goals may be established at the building or organizational level; the exact goal will depend on the objectives of the benchmarking project that were identified at the outset. The actual benchmarking data will transform these broader objectives into quantifiable goals. Energy Star Portfolio Manager will rank the building and will generate an Energy Star rating of Reports to be generated from the Portfolio Manager shall include: a. Statement of Energy Performance that will provide an absolute Score and the building Energy Utilization Index (EUI) in the units of kbtu/sq.ft./yr b. Comparison Report on similar types of buildings within in Blythe c. Comparison Report of all the Buildings within Jurisdiction that presents a ranking sorted by the Portfolio Manager score and the EUI d. Comparison Report of similar type buildings in USA to present how the buildings compare to similar types of buildings within the US e. Building Trending Report that compare previous year s results for the same building (Trending) Reporting of benchmarking scores shall occur Quarterly and prior to the start of major energy efficiency measure (EEM) implementation Process for Disclosure of Results The City of Indian Wells will submit the results of the benchmarking process in the following methods: Annual report to the City Manager and City Council; AND Annual report to the Facility s Manager, Sustainability Manager, or Energy Manager; AND Post results quarterly for easy access by building occupants (building lobby, cafeteria, break room, etc.); AND Post results annually for easy access by the community (on city web site)

7 1.1.9 Required Actions This section presents a methodology for actions to be taken based on the Energy Star rating that result from the benchmarking process. The actions are triggered based on the scoring thresholds of the following: o Top 25% of buildings o Top 51% 26% of buildings o Lower 50% of buildings Score: Energy Star Rating greater than 75 or top quartile rating based on EUI For buildings that score in the top 25% or a score greater than 75, the City of Indian Wells will take the following actions: Apply for the EPA Energy Star Label; AND Promote the accomplishment Score: Energy Star Rating between 51 and 74 or second quartile rating based on EUI For buildings that score in the top 51% to 26% or a score between 51 and 74, the City of Indian Wells will take the following actions: Retro commission the building according to RCx Policy and implement measures that have a simple payback of 2 years or less; AND Document actions taken; AND Estimate new benchmark based on projected energy savings from new energy efficiency measures; AND Track benchmark every 6 months for the next 2 years to track progress and verify savings. Score: Energy Star Rating less than 50 or bottom half (third and fourth quartile) rating based on EUI For buildings that score in the bottom 50% or a score less than 50, the City of Indian Wells will take the following actions:

8 Retro commission the building according to RCx Policy and implement measures that have a simple payback of 3 years or less; AND/OR Conduct an ASHRAE Level 1 energy audit by a person with a CEM or PE and implement cost effective measures with a total cost not to exceed 15% of the annual electric bill; AND/OR Enter into an energy performance contract with a third party. Upon completion of one or more of the above, the City will: Document actions taken; AND Estimate new benchmark based on projected energy savings; AND Update the benchmark every 3 months for the next 2 years to monitor progress and verify savings Policy Enforcement The City of Indian Wells will assign a Benchmark Administrator who will review monthly data to verify that utility data was updated and that the recommended policy has been followed. 1.2 Benchmarking Procedures Purpose This section of the Policy provides the guidelines to the procedures for benchmarking buildings as required in the benchmarking policy Program Initiation Assign a Benchmark Administrator The City of Indian Wells shall assign a Benchmark Administrator who will be the person responsible for conducting and/or overseeing the benchmarking process for Indian Wells.

9 Benchmark Training The Benchmark Administrator shall be trained on using the EPA Portfolio Manager through one or more of the following: CVAG Green for Life Workshops SCE Benchmarking Workshops EPA Portfolio Manager Web Site ( html ) Identify Buildings to be Benchmarked The Benchmark Administrator or his/her designee shall develop an inventory of all the buildings owned and leased by Indian Wells. The inventory data shall include the following information for each building: Address Building Name or Description Building Area (ft 2 ) Electric Meter(s) o Electric Service Provider o Electric Account Number (all accounts) o Electric Meter Number (all meters) Gas Meter(s) o Natural Gas Service Provider o Natural Gas Account Number (all accounts) o Natural Gas Meter Number (all meters) Facility Point of Contact The facilities shall be sorted by building area. The buildings to be benchmarked shall be selected based on the schedule provided in Section 1.5.4, Timelines Establish an Account in Portfolio Manager The Benchmarking Administrator or his/her designee shall log onto the Portfolio Manager web site, register an account and complete the registration including a user name, password, contact information, business description, and job title. When complete, the profile shall be saved.

10 Authorize Benchmark Administrator to Collect Energy Data The benchmarking process requires the collection of historical energy billing information. The Benchmark Administrator or his/her designee will need access to the utility bills in the form of the actual hard copies of the bills or the utility s online access. If the Utility s Automated Benchmarking System is to be used for initial data population and/or monthly updates, the appropriate person within Indian Wells will need to sign the authorization form Authorize Benchmark Administrator to Collect Building specific Data The benchmarking process requires an understanding of building characteristics that will be input into the benchmarking tool. The Benchmark Administrator or his/her designee will need to have access to building information such as floor plans, mechanical plans, and occupancy schedules. For some space types, the Benchmark Administrator will need to have access to the facility to collect information on equipment in that building Authority to Send Benchmark Data Request Form to Tenants If Indian Wells is leasing building space to a tenant who is responsible for their own energy bills (i.e. tenant has their own utility accounts that are metered separately), the Benchmark Administrator or his/her designee will need authorization to request the tenant s utility bill information Data Collection General Facility Information The general facility data required to be input into the tool are as follows: Type of Facility (select one of the following) o A single facility for which my organization owns or manages 90% or more of the floor area o A portion of a single facility for which my organization owns or manages less than 90% of the floor space o A hospital composed of a single facility or collection of facilities o A municipal wastewater treatment plant or water treatment and distribution utility Add this facility to a Campus (Yes/No) Country Facility Name Address

11 City State ZIP Code Year Built Select Organization that owns this facility o Add new Organization name and contact information to allow sharing of information Is there an energy efficiency Service and Product Provider assisting with this building? o Add new Contact name and contact information to allow sharing of information. Indicate if this Contact is a Professional Engineer Area by Space Use Type In order to identify a building's group of peers, more than 50% of the building's gross floor area (excluding parking lots and garages) must be defined by one of the following space types: Bank/Financial Institution Courthouse Data Center Hotel Office Residence Hall/Dormitory Warehouse (refrigerated and non refrigerated) Computer Data Center Multifamily Housing Other Parking Municipal Wastewater Treatment Plant Swimming Pool The following space types within Portfolio Manager are subject to the following restrictions: Parking: The combined floor area of all enclosed and not enclosed parking structures cannot exceed the total gross floor area of the building (where the gross floor area of the building excludes the parking floor area).

12 Other: The combined floor area of any space classified as Other (e.g. library, restaurant, cafeteria, etc.) cannot exceed 10% of the total gross floor area of the building (where gross floor area of the building excludes the parking floor area). Multifamily Housing: The combined floor area of all Multifamily Housing spaces cannot exceed 10% of the total gross floor area of the building (where the gross floor area of the building excludes the parking floor area). Municipal Wastewater Treatment Plant: If the building is a Municipal Wastewater Treatment plant it cannot be combined with any other space types Benchmark Tool Specific Information The following buildings are those in Portfolio Manager that may be included in the types of buildings that are owned or leased by the City. This section provides a listing of the data required for each type of building being benchmarked. Courthouse applies to facility space used for federal, state, or local courts and associated office space. The total gross floor area should include all supporting functions such as temporary holding cells, kitchens used by staff, lobbies, atria, conference rooms and auditoria, fitness areas for staff, storage areas, stairways, elevator shafts, etc. The following information is required for a Courthouse Space. Zip code Gross floor area Weekly operating hours Number of workers on main shift Number of personal computers Percent of gross floor area that is air conditioned Percent of gross floor area that is heated Data Center applies to spaces specifically designed and equipped to meet the needs of high density computing equipment such as server racks, used for data storage and processing. Typically these facilities require dedicated uninterruptible power supplies and cooling systems. Data center functions may include traditional enterprise services, on demand enterprise services, high performance computing, internet facilities, and/or hosting facilities. Often Data Centers are free standing, mission critical computing centers. When a data center is located within a larger building, it will usually have its own power and cooling systems. The Data Center space is intended for sophisticated

13 computing and server functions; it should not be used to represent a server closet or computer training area. The total gross floor area is measured between the principal exterior surfaces of the enclosing fixed walls and includes all supporting functions for the data center. This should include the entire data center, which may have raised floor computing space, server rack aisles, storage silos, control console areas, battery rooms, mechanical rooms for cooling equipment, administrative office areas, elevator shafts, stairways, break rooms and restrooms. The following information is required for a Data Center Space. Zip code Gross floor area IT Energy Configuration (Location of IT Energy Meter) Annual IT Energy Municipal Wastewater Treatment Plant A wastewater treatment plant is a facility that is designed to treat municipal wastewater. The level of treatment at a plant will vary based on the BOD limits and the specific processes involved. This space type in Portfolio Manager is appropriate for primary, secondary, and advanced treatment facilities with or without nutrient removal. Treatment processes may include biological, chemical, and physical treatment. This space type is best applied to wastewater treatment facilities of 150 MGD or smaller. This space type does not apply to water treatment and distribution facilities. The following information is required for wastewater treatment facilities: Zip code Average influent flow Average influent biological oxygen demand (BOD5) Average effluent biological oxygen demand (BOD5) Plant design flow rate Presence of fixed film trickle filtration process Presence of nutrient removal process Office applies to facility spaces used for general office, professional, and administrative purposes. The total gross floor area should include all supporting functions such as kitchens used by staff, lobbies, atria, conference rooms and auditoria, fitness areas for staff, storage areas, stairways, elevator shafts, etc. The following information is required for an Office Space. Zip code Gross floor area Weekly operating hours

14 Number of workers on main shift Number of personal computers Percent of gross floor area that is air conditioned Percent of gross floor area that is heated Warehouse (refrigerated and non refrigerated) Warehouse applies to unrefrigerated or refrigerated buildings that are used to store goods, manufactured products, merchandise or raw materials. The total gross floor area of Refrigerated Warehouses should include all temperature controlled areas designed to store perishable goods or merchandise under refrigeration at temperatures below 50 degrees Fahrenheit. The total gross floor area of Unrefrigerated Warehouses should include space designed to store non perishable goods and merchandise. Unrefrigerated warehouses also include distribution centers. The total gross floor area of refrigerated and unrefrigerated warehouses should include all supporting functions such as offices, lobbies, stairways, rest rooms, equipment storage areas, elevator shafts, etc. Existing atriums or areas with high ceilings should only include the base floor area that they occupy. The total gross floor area of refrigerated or unrefrigerated warehouse should not include outside loading bays or docks. Self storage facilities, or facilities that rent individual storage units, are not eligible for a rating using the warehouse model. The following information is required for Unrefrigerated Warehouse Spaces. Zip code Gross floor area Number of walk in coolers and refrigerators Weekly operating hours Number of workers on main shift Percent of gross floor area that is air conditioned Percent of gross floor area that is heated The following information is required for Refrigerated Warehouse Spaces. Zip code Gross floor area Weekly operating hours Number of workers on main shift Municipal Wastewater Treatment applies to water distribution facilities designed to pump and distribute drinking water through a network of pipes. Depending on the water source (ground or surface) a water utility may or may not contain a treatment process. The space type in Portfolio Manager is appropriate for water treatment and distribution facilities with or without treatment, and may include ground surface, and/or purchased water sources.

15 The following information is required for Water Treatment and Distribution Utilities: Zip code Average flow The following buildings that do not fall under the defined energy star space type can be assigned as OTHER and can be benchmarked. Spaces that do not fit clearly within any available categories should be designated as "other". Other may be used to designate any space not listed in Portfolio Manager; this could include restaurants, laboratories, penitentiaries, or manufacturing facilities. If an entire facility is classified as Other, it is not eligible to receive a National energy performance rating; however, if a portion of a facility is classified as Other, it may be able to receive a National energy performance rating. To be eligible, the gross floor area of the facility must be comprised of 50% or more of an eligible space type and 10% or less of the gross floor area must be comprised of an Other space type. The following information is required for Other Spaces. Gross floor area Weekly operating hours The space types listed as Other are listed below. Education o College/University (campus level) Food Sales o Convenience Store (with or without gas station) o Food Service o Restaurant/Cafeteria o Fast Food Health Care o Inpatient (Specialty Hospitals, excluding Children s) o Clinic/Other Outpatient Health Public Assembly o Entertainment/Culture o Library o Recreation o Social/Meeting Lodging Mall (Strip Mall and Enclosed) Public Order and Safety o Fire Station/Police Station Service o Vehicle Repair/Service

16 o Postal Service Storage/Shipping o Self Storage o Distribution/Shipping Center Retail o Vehicle Dealerships Other Airplane hangers, Laboratories, Crematoriums Entering Utility Meter Data Utility meters are modeled in the benchmarking tool by entering the following meter information: Meter Name o SCE meter naming convention is open to the user to use any name o SCG meter naming convention is to use the 10 digit account number Area of Facility Served by the Meter Meter Type o Energy Type o Units Is this meter currently active? The utility meter data can be entered into Portfolio Manager either manually or through an automated benchmarking system (ABS). Manual Meter Data Entry When adding meters into the Portfolio Manager at the Select Number of Meter Entries to be added and Start Date for first entry screen, populate the fields for Meter Entries to Add (Months) and Start Date (MM/DD/YYYY), then select Continue. The screen will refresh with a table where the monthly Energy Use and Cost can be entered from the copies of the facility energy bills. When all the data is entered in the table, select Save. Automated Benchmarking System (ABS) The steps required to configure the Portfolio Manager for SCE s Automated Benchmarking System is as follows: Create Portfolio Manager account, building spaces and meters Input Meter Name based on user s preference From the My Portfolio page select link to Automated Benchmarking Services Console Electric Meters:

17 o Select SCE as your Energy Service Provider o The following customer inputs are required: Customer Account Number Authentication Key Customer For AB1103 (yes or no) Electric meter Service Account Number For additional support: solutions/portfoliomanager.htm Natural Gas Meters: Meter Name must be the 10 digit account number in the Meter From the My Portfolio page select link to Automated Benchmarking Services Console Select SoCal Gas as your provider The following customer inputs are required 10 digit Account Number 8 digit Meter Number associated with above referenced Account Number Building s 5 digit zip code For additional support: Once the ABS systems are configured, data will be uploaded into the portfolio in approximately 24 hours Proof of Compliance Once the Benchmarking is complete, the Benchmarking Administrator or his/her designee shall generate the Statement of Energy Performance report. This report shall serve as evidence of the Benchmarking as well as provide backup information to validate the accuracy of the input data. When generating the Statement of Performance Report, the Administrator will select the following report options: Statement of Energy Performance (summarizes benchmarking results) Energy Star Data Checklist (summarizes property s physical and operating characteristics, as well as total energy consumption) Facility Summary The Benchmark Administrator or his/her designee shall collect and archive the Statement of Energy Performance Reports and associated backup data to support inputs.

18 The data quality shall be validated by sampling the Statement of Energy Performance Reports and associated backup data to check that the values used in the Benchmarking tool are true and accurate Analysis The Portfolio Manager allows users to generate 8 different reports for any building in the portfolio. These reports can be shared within the organization or other stakeholders in various file formats (xls, pdf, csv, xml). The standard Reports are as follows: Baseline Comparison Benchmark Performance Current Facility Status Emissions Performance Energy Performance Utility Cost Reports Water Performance Report Wastewater Energy Performance Portfolio Manager Customized Reports Allows users to create Customized Report templates from the Portfolio Manager metrics Enables users to share their customized report with other users via a URL and customized instructional text Can be used for utility energy efficiency programs or other mandated program for improved energy efficiency at the state or local level Users can edit templates shared with them and upload and share data The Benchmark Administrator shall generate reports that address the following: a. Absolute Scores (Score and EUI) b. Compare Similar Types of Buildings in Jurisdiction c. Compare and Rank All Buildings within Jurisdiction d. Compare Similar Types of Buildings in USA e. Compare Previous Years for the Same Building (Trending) f. California Energy Performance Report