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© The Weidt Group. Privileged & Confidential theweidtgroup.com 1

B3 Benchmarking Overview 6.5

Cheri Schneider

September 14, 2016

© The Weidt Group. Privileged & Confidential theweidtgroup.com 2

Contents

• Project Overview

• Basic Navigation

• Data Entry • Sites and Buildings

• Meters

• Dashboard Views • Benchmark

• Peer Comparison

• ENERGY STAR

• Baseline

• Reports

* New features not yet released – coming soon in next week or so!

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Project Overview

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Project Overview

You can’t manage what you don’t measure.

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Benchmark Metrics

Building’s energy use is measured by Energy Use Intensity (EUI) = kBtu /SF/yr

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Value Proposition

• Identify cost-effective buildings to improve

• Measure and verify energy improvement projects

• Transparency in building energy performance

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History

• Established in 2004 for the State of Minnesota as part of Buildings, Benchmarks & Beyond (B3)

• Benchmarking now used by over 10,500 public and private buildings across the US. Focused currently in: • Minnesota

• Iowa

• New York

• Seattle

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Basic Navigation

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Benchmarking Homepage

• Public Sections • Home

• About • Webinars

• Support Videos

• News

• Reports • Public summary of data

• Contact info in bottom banner • Forms

• Support@B3Benchmarking.com

• 952.939.1878

• Secure Section • Launch

• Once signed in, button to launch application

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Managing “My Account”

.

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Organization Level Energy Summary Energy Mode – Green Background

Indicates how up-to-

date meter data is

Hierarchical tree: • Organization • Site • Building*

For help, click ? anywhere

within application

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Organization Level Water Summary Water Mode – Blue Background

Notes, Export, Import,

Print and Help Buttons

Add new Buildings

and Sites Click column

headers to re-sort

Status informs you with warning

and error triangles if you have

missing or incorrect information.

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Meter Search

Allows you to quickly find meters

using a variety of full or partial

search parameters

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Site Level Energy Summary

Site metrics summary - may be differences in ratings

as each metric is measuring against a different source

Add new Meters

Add new Buildings

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Buildings can be decommissioned

to retain historical data

Building Level Energy Summary*

Meters can be disconnected

if no longer in service

Decommissioned buildings and disconnected

meters can be hidden. Decommissioned sites can

also be hidden.

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Data Entry

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Organization Editor

Organization address defaults to first building’s address. If

organization has buildings across a large area, an alternate

address (headquarters) can be specified for geo-location.

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Site Editor

Clean up warnings and errors by

designating if no buildings, energy

meters or water meters exist for a site

If applicable, attributes associate organizations

and sites with programs, departments, divisions,

etc. Some attributes are view only and managed

by administrators.

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Site Editor (Continued)

Custom events to identify on Reports happenings

that may impact consumption or costs

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Custom Event Type Examples

• Building – ?

• Renovation – lighting retrofit • Minor renovations are events

• Major renovations should be a new building version

• Operation – temporary extended hours

• Maintenance – shutting down a boiler

• Weather – storm that knocked out power

• Energy Fuel Sources (e.g. electric, natural gas) – broken meter

• Water – water main break

• Other

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Sites and Buildings

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Add a New Site and/or Building

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Sites vs. Buildings

Non-Building Site:

Energy and/or water

consumers containing

no building structures

Multi-Building Site:

Buildings share 1+ meters

with others, thus 1 site =

many buildings

1-Building Site:

Building has its own

meters, thus 1 site =

1 building

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Building Editor Location and Building/Space Usage

Building and space

type information

Basic building information

Primary Building Type assigns

default Space Allocation Types

(SATs). SATs and operations can be

customized to building.

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Building Editor Building and Space Allocation Type Help

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Building Editor Advanced Benchmarking

Basic Benchmark yellow

Advanced Benchmark orange

Update one, some or all attributes to customize Advanced Benchmark

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Advanced Benchmarking

General SAT Adjustments

Space Adjustments

• SAT arrangement

• # of floors by SAT

• # of units

Load Adjustments

• # of people by SAT

• Plug load

• Ventilation rate

Mechanical Adjustments

• Separate system and zone heating fuel types

• Humidity fuel source and setting

• Dehumidification setting

Specialty SAT Adjustments

Pools

• Pool water temperature

• Pool surface area

• Heating Source

Kitchens

• Meals per day

• # walk in coolers

Refrigerated Retail

• # of case doors

• # walk in coolers

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Building Editor Versions

Note:

Selecting Demolished or Sold will

automatically update Version Name

and Square Footage. Enter an

Effective Date and disconnect any

respective meters.

Step 2: Version Name and Effective Date

Active Version

Step 1: Version Type

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Building Editor Versions (continued)

Step 3: Update Space Usage data as applicable

Step 4: Save & Close

Modify prior versions by activating. Ensure applicable version number in upper corner. Save & Close will always revert to latest version.

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Building Editor Other – Optional Information

Note: B3 metrics do not require this information and updating these fields has no impact on the calculations. This information is helpful to determine what types of energy improvement methods have been implemented in the past, if any, and what could be investigated in the future.

Upload images of building, systems, etc.

Sections for envelope, lighting, cooling, heating, hot water and air handler systems

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Meters

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Add an Energy Meter

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Meter Editor Electricity

Define meter information

Enter Date Connected for new

meters and Date Disconnected

for meters no longer in service

Click to add new row. Readings will be

sorted chronologically when saved.

Utilize $ per unit and

consumption bar graph to

validate entries

Select Demand Columns to display Peak Demand

and Demand Charge columns for data entry

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Sample Utility Bill Electricity

For Demand meters,

enter “Actual” not

“Billable” demand

Enter total charges

after all taxes &

fees

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Meter Editor Natural Gas

Ensure each meter is defined

for correct consumption units

Note: there are inconsistencies

in the industry in using ‘k’ for

thousand and ‘M’ or ‘MM’ for

million

Select Transport Charge Columns to display Energy Charge and

Transport Charge columns for data entry. The two charges will

need to be added together to get the Total $

Start Date should match

previous readings End Date

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Sample Utility Bill Natural Gas

Note unit of measure for Natural Gas meters and designate appropriate unit in B3

Enter total charges after

all taxes and fees

Enter consumption after

any factors or adjustments

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Meter Editor Submeter

Define sub-meters to

ensure consumption isn’t

double counted

Specify meter to which sub-

meter is connected to

If your building contains a data center,

ENERGY STAR requires sub-metering to

be eligible for a score.

If applicable, specify what

end uses sub-meter

measures

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Meter Editor Connections*

Specify building(s) meter services.

Every meter must be connected to

at least one building or flagged as

servicing a non-building.

This specification enables building

level metrics*

Building connections currently on

General tab of Meter Editor and

not enforced.

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Meter Editor Interval

B3 is able to automatically

import interval readings

from select vendors.

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Delivered Fuel Sources Fuel oil, Propane & Wood

Two options to track consumption

• ‘Stick’/measure tank on a regular basis and enter readings

• Enter reading to cover period fuel source typically gets used (e.g. fuel oil tank is topped off in Oct and is only used during the heating season of Oct-Mar)

Readings with zero consumption

keeps reports more accurate as to

when fuel was actually used

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Add a Water Meter

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Water Meter Editor

Some utilities report water

consumption in vague units. Where

these have been identified, an icon will

appear next to the Utility Company

dropdown. Please let us know if you

encounter unlisted conversions.

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Water Meter Editor – Sewer & Storm

Sewer and storm water charges are not always based on water consumption thus separate meters have been developed for these.

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Sample Utility Bill Water

Usage and units

Include Sewer

consumption and

charges in

separate meter

Enter total water

charges including all

taxes and fees BUT

excluding any storm

water or sewer

charges

Reading Start and

End dates

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Sample Utility Bill Water

Reading Start and

End Dates

Enter usage and total

water usage charges

after all taxes and fees

Include sewer (SW)

consumption and charges

in separate meter

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Importing Consumption Data

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Import Wizard Import consumption data into Benchmarking via Excel spreadsheet

Step 1: Generate template

Step 2: Download and open template

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Meter Data Spreadsheet Upload (continued)

There is a tab for each meter

Step 3: Enter new meter readings after existing readings. Existing gray reading dates are locked in template and cannot be modified.

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Meter Data Spreadsheet Upload (continued)

Step 4: Import spreadsheet

Step 5:

Ensure completed template is

closed. Browse to template.

Step 6:

Address any warnings

and go back to step 5.

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Meter Data Spreadsheet Upload (continued)

Step 7: Once validation passed or acceptable warnings, click Next.

Step 8: Import complete!

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ENERGY STAR Integration

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ENERGY STAR® Connection Wizard

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ENERGY STAR® Connection Wizard (continued)

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ENERGY STAR® Connection Wizard (continued)

Actions: • Import now and every night • Import now • Do nothing

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ENERGY STAR® Connection Wizard (continued)

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ENERGY STAR® Connection Wizard (continued)

Meters created in Benchmarking by ENERGY STAR Portfolio Manager (ESPM) are missing data. For each new meter, complete the following data in the Meter Editor:

• Utility Name

• Account, Meter and/or Premise #s

• Date connected for newer meters

• Date disconnected for meters no longer in service

• Building connections

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ENERGY STAR® View Building Attributes

ENERGY STAR attributes

* B3 uses defaults when applicable

* Not all attributes have defaults

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Dashboard Views

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Dashboard Overview

.“

Even without a sled, seeing

energy and water use

reductions is fun.

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BENCHMARK

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Benchmark EUI

Expected energy use of defined building(s) if built to ASHRAE/IESNA Standard 90.1-2010.

Benchmark

Actual EUI

Actual energy use of defined buildings based on entered meter consumption data

o Index Ratio = 1.0 is using exactly what energy code expects

o Index Ratio > 1.0 is using more energy than code expects

o Index Ratio < 1.0 is using less energy then code expects

Index Ratio

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Organization Benchmark View

High and low index ratios are red to highlight

building and consumption data that may need to be

validated for accuracy

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Organization Benchmark View – Electric

Potential savings are calculated for index ratios >= 0.85. Savings dollars are calculated using actual site energy costs if available. If energy costs have not been entered, average state energy costs are used.

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Organization Benchmark View – Natural Gas

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Site Benchmark View

Connections: specifies number of

buildings each meter is connected to

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Building Benchmark View – Electric*

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Building Benchmark View – Steam*

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PEER COMPARISON

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Peer Comparison View Organization

Not all space type allocations have a

large enough representation in the

database to calculate a peer rating

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Peer Comparison View Site

Tolerance of space type percentages that qualify as a peer

Compare by Space Allocation or Building Type and Distance

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ENERGY STAR

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ENERGY STAR® View Organization

Not all sites are eligible

to receive a score.

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ENERGY STAR® View

Site

ENERGY STAR reasons for

N/A status provided

ENERGY STAR

connected meter

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BASELINE

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Organization Baseline View Organization Wide Baseline Period

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Organization Baseline View Individual Site Baseline Periods

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Site Baseline View

Adjust weather station

and baseline period

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Weather Normalization

Normalize Baseline: adjust baseline period

consumption to account for actual period’s weather

Normalize Actual: adjust actual period consumption

to account for baseline period’s weather

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Building Baseline View*

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Organization Baseline View

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Site Baseline View

Adjust Time Period by clicking

forward/back arrows

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Baseline Period Editor

For the most accurate metrics, pick a baseline with all meters reporting and 100% completeness

Available at the Organization level

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REPORTS

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Organization Reports View

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Site Reports View

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Building Reports View*

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Report Options

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Reports – Chart Types

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Reports – Meters & Units

Report on meters of an energy source and select various metrics: • kBtu • Dollars • CO2 Emissions • Peak Demand • Native Units • Square Footage

Report on meters

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Reports – Duration

Use dropdowns or arrows to move forward or backward in time

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Reports – Options

Custom events

Mouse over graph to see

detailed data points in

legend

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Reports – Comparisons None and Benchmark

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Reports – Comparisons Baseline and Target

Target Baseline

Target

Baseline Select to weather normalize

Add, edit and Delete

Targets

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Reports – Interval Data

Interval reporting has

different report options

If applicable, change meter source to Interval

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Reports View – Water

Water mode has many of the same

report options as energy mode

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Tools

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Improvements View

Users with edit access may upload

and view documents at Site level

Click a Target to modify

or add new Targets

List of potential programs to assist

with energy improvements

Seasonal reports distributed when

organization has potential for savings

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Relative Target

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Absolute Target

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Exporting

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Exporting Example

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Mapping

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Saving Charts – PNG or JPG

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Printing

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Help?

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Warning & Error Messages

Within the app, mouse over icons to display warning or error

• Yellow Warning Messages:

• Red Error Messages:

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Thank You

Questions & Comments

Support@B3Benchmarking.com

952.939.1878

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