This Presentation will start at 11AM PST 1. California Multi-Family New Homes A Third-Party Program of the Pacific Gas and Electric Company (PG&E) Benchmarking.

This Presentation will start at 11AM PST

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California Multi-Family New Homes

A Third-Party Program of the Pacific Gas and Electric Company (PG&E)

Benchmarking and Multi-Family

Buildings

Februrary 21, 2012

Introductions

The Heschong Mahone Group, Inc Consulting on energy efficiency for buildings Based in California:

Headquarters in Sacramento region Offices in Bay Area and San Diego region

Expertise in multifamily energy efficiency program implementation throughout California

www.h-m-g.com/multifamily

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Using GoToWebinar

October 2009

Sponsored by PG&E

“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation.© 2010 Pacific Gas and Electric Company. All rights reserved.

With support from the SMUD Home Performance Program – Multi-Family:

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Program Description

Public service programCash Incentives Energy Design AssistanceProject RoundtableEducational Opportunities Program Coordination

Facilitate energy efficient design and construction in new multi-family housing through cash incentives and design

assistance

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Eligible Customers

Multi-family buildings in PG&E service territory:

3 or more attached units New construction Exceed 2008 Title 24

Standards by at least 15% Submit complete application

package prior to construction start

Complete construction and verification by December 31, 2015

* Please contact HMG if you are unsure of the eligibility of your project.

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Incentive Information

Developer Incentives: $100 per unit plus incremental incentives based on energy savings HERS verification incentive: $60 per unit (max of $12,000 per project)

Energy Consultant Incentives: $50 per unit (max of $10,000 per project)

CMFNH Webinar Series

Date Topic

Today Benchmarking and Multi-Family Buildings

April 17 ENERGY STAR v3: The Impact on Multi-Family Buildings

June 19 Post-Construction Energy Efficiency: Continued Savings Through Maintenance and Tenant Behavior

October 16

Heads Up: What the New Title 24 Means for Multi-Family

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2012 Schedule

To register: http://multifamily.h-m-g.com/training/

SMUD HPP-MF

‘Shovel-ready’ program:Large Cash Incentives Energy Technical AssistanceComprehensive AssessmentBuilding Energy RatingProgram Coordination

Facilitate energy efficient upgradesin existing multi-family housing through cash incentives and technical assistance

Implemented by:

Funded by:

Part of a statewide effort:

www.smud.org/multifamily

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Program Contact Information

Toll Free: 866-352-7457 Email: [email protected] Website: www.h-m-g.com/multifamily

Program Manager: Amy Barr, [email protected] Review Manager: Linda S. Murphy, [email protected] Review and HERS Verification: Keith Sage, [email protected] & Education: Katie Eberle, [email protected] Participation Coordination: Lauren Moreno, moreno@h-m-

g.comProject Participation Coordination: Ashley Heath, [email protected]

SMUD HPP-MF: Sophia Hartkopf, [email protected]

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Benchmarking and Multi-Family Buildings

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What is Benchmarking?

Tracking and comparing the energy and water use of similar buildings over a given period of time

Measure relative efficiency of buildings Encourage efforts to improve efficiency Track energy use trends over time Help to justify financial investments and make

informed decisions

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Energy Management14

Source: www.energystar.gov Guidelines for Energy Management

Utility Costs in Multi-Family

National Apartment Association Survey of Operating Expenses In Rental Properties (2008), indicates that:

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Source: www.energystar.gov/multifamilyhousing

Controllable Expense Breakdown Utilities make up the largest portion of controllable costs in multi-family

buildings

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Source: www.energystar.gov/multifamilyhousing

Master Metered Sub-metered

Benchmarking Benefits

Prioritize personnel and financial resources Inform building evaluation and investment decisions Identify opportunities for energy savings

(high energy use / underperforming buildings) Identity problematic buildings or time periods

(anomalies due to system and/or operational issues) Evaluate past efficiency improvements

Compare performance pre and post-retrofit Identify needs for further commissioning

Document and be recognized for improvements in building performance

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Benchmarking Benefits cont.

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Weather-normalized energy use intensity (EUI), by building

Example: Portfolio building comparisons

Source: Enterprise Community Partners, GREEN & HEALTHY LIVING: Benchmarking Properties for Energy

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Example: Prioritizing energy retrofit targets

Dec 2006

Mar 2006 Sep 2007

0.005

0.010

0.015

Electric Use (kWh/ft2/Month)

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Example: Evaluating/documenting retrofit project impacts

(retrofit is blue line)

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Results of Benchmarking

Potential results of benchmarking include: Improved energy performance Reduced operating expenses Better operation and extended life of equipment Labor cost savings Tenant comfort and satisfaction Increased asset value Marketing benefits

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Policy Context

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California’s Benchmarking History

Executive Order S-20-04, December 2004 20% reduction in State building energy use

between 2003 and 2015

Assembly Bill 1103 (AB 1103), October 2007 Disclosure of energy use data at time entire

nonresidential building is sold, leased, or financed

CPUC Strategic Plan All residential buildings reach net zero by 2020 All commercial buildings reach net zero by 2030

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More Recent Legislation

San Francisco Annual Portfolio Manager benchmarking Public posting of benchmarking data

Roseville Energy audit prior to sale or exchange of a home

Berkeley Green building rating checklist (GPR or LEED) Multi-family recommended to complete energy

analysis

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Other Legislation (Outside CA)

Austin, Texas – Energy Conservation Audit & Disclosure (ECAD) Ordinance, 2008 Multifamily properties with energy usage per square foot exceeding 150

percent of the average, reduce energy use by 20 % Disclose to prospective tenants that the property has been designated a

higher than average energy use property

New York, New York – Local Law 84 (Greener, Greater Buildings Plan), 2009 Multifamily buildings 50,000 SF and greater (and all public buildings) Benchmark energy and water performance annually using Portfolio Manger Public disclosure online beginning in 2013 for multifamily buildings (2012 for

commercial)

Seattle, Washington - Energy Disclosure Ordinance, 2010 Multifamily buildings with 5 or more units. Benchmark energy performance annually using Portfolio Manager Upon request, disclose information to tenants and prospective buyers,

lessees and lenders

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LEED for Existing Buildings: O&M

Required to either: Achieve EPA rating of at least 69 using Portfolio

Manager Demonstrate that building’s in at least the 19th

percentile for typical buildings of similar type using Portfolio Manager or USGBC’s supplementary calculator

Use alternative method described in LEED reference guide

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Green Communities: O&M

Enterprise 2011 Green Communities Criteria: Optional 12 points 8.4 Project Data Collection and Monitoring System Required to collect and monitor project

performance data on energy, water, and healthy living for minimum 5 years

Allow Enterprise access to this data Recommended to utilize EPA Portfolio Manager tool For sub-metered projects, collect utility release

forms from a percentage of residents

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Source: http://www.practitionerresources.org/cache/documents/674/67453.pdf

Utility Programs

PG&E: Retro-commissioning program To identify equipment and systems that could

use improvements Benchmarking with Portfolio Manager is part of

performance evaluation process

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Challenges

Data collection Gathering accurate, complete building information Accessing utility data

Automatic data uploads Individually metered unit data

Insufficient number of benchmarked multi-family buildings to enable meaningful peer building comparisons

Tools Functionality and ease of use still evolving

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Benchmarking Tools

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ENERGY STAR® Portfolio Manager

Free, national tool regularly updated and improved (launched in 2000) Historic and ongoing automatic, utility-generated

meter data upload available Eventually to include ENERGY STAR® scores for

multi-family buildings (as currently available for commercial)

Need database of multi-family buildings large enough for reasonable comparison

Communicates with other tools already in use and under development (e.g Green Asset Manager Tool)

Transfer/sharing of information

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Steps to a Benchmarked BuildingSet up accountCollect and input property data

– Building information– Monthly energy use data

Central / master-metered spaces Individually metered units

Utilize tool– Track, report, analyze energy consumption patterns– Identify / prioritize buildings and projects– Evaluate project impacts

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ENERGY STAR® Portfolio Manager

Portfolio Manager Data Collection Worksheet Multifamily Housing: Required: 20,330 Gross floor area (SF) Optional: 32 Total number of units 32 Total number of bedrooms 6 Maximum number of floors in the tallest building/tower 6,760 Percent of square footage devoted to common area 0 Number of laundry hookups in individual apartment units 3 Number of laundry hookups in common areas 0 Total number of dishwashers in all units 0% Percent of floor area that is cooled in 10% increments (10%, 20%, 30%,

etc.) 98% Percent of floor area that is heated in 10% increments (10%, 20%, 30%, etc.) Gas Primary hot water fuel type ODH Resident population type (No specific type, Dedicated Student, Dedicated

Military, Dedicated Senior/Independent Living, Dedicated Special Accessibility Needs, Other Dedicated Housing)

Yes Government subsidized housing (Yes or No)

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Login-www.energystar.gov/benchmark

Register an Account

Add a Property

Add a Property

Add a Property

Facility Summary Page

Adding Spaces to the Facility



*Gross Floor Area

N/A


Adding Meters

Adding Meters

Adding Meters

Adding Meters

Adding Meters

Once “DO NOT ADD METER ENTRIES” is selected, you will return to the “Facility Summary Page”. Add additional meters following the steps outlined.

All energy used in the building must be accounted for by a meter, regardless of fuel type. This includes on-site generation.

If you need to enter data for meters that will not be signed up for ABS, use the same process but:

enter a start date for the collected meter data Click “Continue” Enter monthly usage and cost

Automated Benchmarking Service (ABS)

Prior to enrolling in ABS, confirm that: All of the meters have been added to the facility

profile You have obtained the Service ID Number for

each meter Address info is spelled correctly Any manually-entered data has been deleted if

historical data from ABS will be requested. (ABS will not populate meter entries prior to the most recent existing entry).










If you are not receiving data from Automated Benchmarking Systems after 2 days, confirm the following: Correct Service ID number for each meter (10 digit

number distinct from the Meter ID and the Account ID)

Address spelling is correct ie San Francisco not SF Properties have been selected for authorization Read/write access has been selected

If after 2 business days you are still not receiving data, please send an email to PG&E which includes your username and list of the facilities and meters that require attention.

Portfolio Manager-Reports









Portfolio Manager-Custom Reports



Wegowise

Wegowise

Wegowise

Wegowise

Wegowise

Wegowise

Wegowise

Wegowise

EnergyScoreCards

EnergyScoreCards

EnergyScoreCards

EnergyScoreCards

EnergyScoreCards

EnergyScoreCards

EnergyScoreCards

Upload from PM to ESC/WGW

EnergyScoreCard is currently developing automatic upload

Wegowise-data needs to be downloaded from PM and a CSV file needs to be created. Then data can be uploaded to Wegowise from the CSV file.

Upload from ESC/WGW to PM

Both EnergyScoreCards and Wegowise can automatically upload to Portfolio Manager

Tools

EPA’s Energy Star Portfolio Manager www.energystar.gov/benchmarking Free, internet-based, national tool www.energystar.gov/multifamilyhousing

Building Performance Compass www.psdconsulting.com/buildingperformance

Bright Power www.brightpower.biz Energy Scorecards www.energyscorecards.com WegoWise www.wegowise.com

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Questions?

Amy Barr916-962-7001

[email protected]

Sophia Hartkopf916-962-7001

[email protected]

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Fran Hereth323-627-8291

[email protected]

This Presentation will start at 11AM PST 1. California Multi-Family New Homes A Third-Party Program of the Pacific Gas and Electric Company (PG&E) Benchmarking.

Documents

project slide

energy savings

construction energy

program manager

new multifamily housing

comtrai slide

gotowebinar slide

thirdparty program