Phoenix Convention Center Phoenix, Arizona ENERGY STAR ® Portfolio Manager ® : Meeting Reporting Requirements and Beyond Zach Shelin The Cadmus Group,

Phoenix Convention Center • Phoenix, Arizona

ENERGY STAR® Portfolio Manager®: Meeting Reporting Requirements and Beyond

Zach ShelinThe Cadmus Group, Inc.

Contracted to support EPA’s ENERGY STAR ProgramAugust 13, 2015

Agency Energy Manager Compliance Reporting Systems

Energy Exchange: Federal Sustainability for the Next Decade

Cumulative through 2014• Over 75,000 active Portfolio

Manager accounts nation-wide

• More than 400,000 properties benchmarking energy use

• More than 90,000 properties benchmarking water use in Portfolio Manager

• More than 165,000 properties benchmark energy/water using web services

• More than 25,000 properties are ENERGY STAR certified

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Benchmarking with ENERGY STAR is the industry standard.

Buildings Benchmarked in EPA’s Portfolio Manager

Energy Exchange: Federal Sustainability for the Next Decade

Agenda• Portfolio Manager Overview• Using Benchmarking to Inform Energy Management

Decisions• Key Steps to Comply with EISA 432• Upcoming Additions to Portfolio Manager

– Waste Tracking– Harmonizing the Sustainability Checklist with

Executive Order 13693

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Agenda

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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: www.energystar.gov/benchmark

ENERGY STAR Portfolio Manager

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– 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

Get Started: Gather the information needed to benchmark

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Portfolio level

Navigating Portfolio Manager

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Property level

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Navigating Portfolio Manager

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• Five ways to enter data for your property or portfolio:

1. Enter data manually (best for 1-10 buildings)

2. Upload data using spreadsheet templates (best for 10-100 buildings)

3. Send data from your agency’s utility bill management system to Portfolio Manager via web services

4. Work to authorize utilities who already exchange data with Portfolio Manager to push your agency’s data into the tool

5. Work with 3rd party providers that exchange data directly with Portfolio Manager via web services

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Get Data In

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• Avista Utililties (WA)• Baltimore Gas & Electric• Clark Public Utilities (WA)• Commonwealth Edison (IL)• Enwave (WA)• Los Angeles Department of

Power & Water• Pacific Gas & Electric (CA)• PECO (PA)• Pepco (DC)

• Puget Sound Energy (WA)• San Diego Gas & Electric• Sacramento Municipal Utility

District• Salt River Project (AZ)• Seattle City Light• Southern California Edison• Southern California Gas• Veolia Energy (PA)

These Utilities Push Data into Portfolio Manager via Web Services

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Get Data In: Exchange Data via “Web Services”

• Using software to automatically push and pull data from Portfolio Manager is called “exchanging data via web services”

• Each action in Portfolio Manager (creating a property, adding a new meter, entering utility bills) has its own XML “web service” that enables energy service companies and utilities to exchange data with Portfolio Manager to– Manage building and energy data for customers– Access the ENERGY STAR score and other metrics

• Users working with a third party web services provider must “connect” and “share” with their provider’s Portfolio Manager account

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Planning a Clear Approach to Benchmarking Large Portfolios

Properties in Portfolio Manager

Level 2 of Portfolio Manager Accounts (as needed)

Level 1 of Portfolio Manager Accounts

Organization ENERGY STAR

Coordinator

East Region (ER) ENERGY STAR Captain

ERProperties

Northwest Region (NW) ENERGY STAR Captain

NWProperties

Southern Region (SR) ENERGY STAR Captain

SRProperties

Step 1: Plan

• Meet as a team• Determine

methods• Assign

responsibilities• Train with

ENERGY STAR

Step 2: Benchmark

• Collect data• Enter data• Verify data• Train with

ENERGY STAR

Step 3: Act

• Evaluate and report

• Act on results• Recognize

efforts• Train with

ENERGY STAR

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Energy Management: Portfolio-Level Targets

Choose one target or baseline for all properties

Property-specific details on targets

Graphs with portfolio-wide information

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Energy Management: Property Goals and Baselines

Download documents

Goals tab at the Property level in MyPortfolio

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Energy Management: Add/Edit Baselines or Targets

Choose baselines or let Portfolio Manager select automatically

Target Options

• Target ENERGY STAR Score

• Target % Better than Baseline

• Target % Better than Median

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Choose from Pre-set Chart

& Graph options

Download Performance Documents

Create and generate

Templates & Reports

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Energy Management: Reporting Key Metrics

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1. Target poorly performing buildings– Interpret Portfolio Manager results

2. Audit poor performers – Make an energy management action plan

3. Start with low-cost strategies4. Continue with deeper retrofits

– Consider financing alternatives5. Implement renewables last

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Use Benchmarking to Inform Your Energy Management Plan

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• Click the Data Request link on the CTS homepage:

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EISA 432 Compliance- Submitting Data to FEMP

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Submitting Data to FEMP

Property Managers & Service Providers can submit on behalf

of others

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Reporting Tab

Data Request displays in

“Templates & Reports” list

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Submitting Data to FEMP- Data Request Preview

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Catching Errors in Submissions to FEMP

• Problem: incomplete annual benchmarking reports submitted to FEMP (“N/A” where metrics are expected).

• Goal: help users identify and fix their own errors/omissions BEFORE sending their data to FEMP.

• Solution: new “N/A Screen” alerts users when metrics can’t be calculated in a report preview, highlights data issues, and provides links to screen where issues can be fixed.

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Upcoming Additions to Portfolio Manager

• Waste Tracking– Users will be able to track

waste starting Spring 2016– Will calculate waste disposed

and waste diverted from the landfill including volume/weight donated, recycled, and composted

• Changes to the Sustainability Checklist– Planning to update the

Sustainability Checklist available on the Goals tab to reflect revision due to Executive Order 13693

Energy Exchange: Federal Sustainability for the Next Decade

Where to go for Help

• Portfolio Manager Help Page

• ENERGY STAR Buildings & Plants – Help Portal: www.energystar.gov/buildingshelp

• Portfolio Manager resources available at: portfoliomanager.energystar.gov – Step-by-step documents (PDF)– Recorded webinars, short training videos– Regular live webinars and online “Office Hours” sessions

www.energystar.gov/buildings/training

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