how to use portfolio manager · 2016. 9. 19. · portfolio manager • energy saved • cost saved...
TRANSCRIPT
How to use Portfolio Manager
U.S. Environmental Protection Agency (EPA)20112011
What is ENERGY STAR?What is ENERGY STAR?
A government backed voluntary program A government-backed, voluntary program that helps businesses and individuals protect the environment through superior energythe environment through superior energy performance by providing energy-efficient solutions for homes, businesses, and , ,institutions.
The national symbol for environmental protection through energy efficiencyprotection through energy efficiency, recognized by more than 75% of all U.S. households.households.
ENERGY STARENERGY STAR
What is ENERGY STAR for Buildings?
• U S Environmental Protection Agency energy• U.S. Environmental Protection Agency energy management program.Off l ti t h l b ildi• Offers proven solutions to help building owners and managers reduce energy consumption.P f t ti d i ti• Program for new construction and existing buildings.
• Works in markets with a focus on:– Commercial property (offices, retail, hotels)– Public sector (government, K-12, higher ed)– Healthcare– Small business and congregations
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Who’s Improving Performance with ENERGY STARENERGY STAR
• State and Local Governments (California, Pennsylvania, ( , y ,Washington, DC, Austin, Louisville, Montgomery County (MD), Arlington County (VA))
• K-12 Schools (New York City Schools, San Diego Schools, nearly 100 Wi i h l di t i t )100 Wisconsin school districts)
• Commercial Real Estate (CB Richard Ellis, Hines, Jones Lang LaSalle, USAA Realty, Transwestern)
• Retail (JCPenney, Kohl’s, Target, Dick’s Sporting Goods, Food Lion, Stop & Shop)
• Hospitality (Marriott, Best Western, Wyndham)p y ( y )• Healthcare (Sunrise Assisted Living, Providence Health, Inova
Health System)• Higher Education (University of New Hampshire, City University ofHigher Education (University of New Hampshire, City University of
New York, University of Michigan)• Associations (ICLEI, NACo, USCM, NASEO, BOMA, IFMA,
American Association of Community Colleges, Green Hotels y g ,Association, National Automobile Dealers Association)
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Off-the-Shelf ENERGY STAR Resources
– Building Upgrade Manual– “Bring Your Green to Work” Campaign– ENERGY STAR College CourseENERGY STAR College Course– ENERGY STAR Training
P tf li M– Portfolio Manager
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ENERGY STAR Tools and Reso rces LibrarResources Library
www.energystar.gov6
Promote Energy Efficiency Best Practices i h EPA’ B ildi U d M lwith EPA’s Building Upgrade Manual
• Guidance to plan and implement profitable• Guidance to plan and implement profitable energy saving building upgrades utilizing best practices for cost-effective improvement.
• Expanded benchmarking guidance, including benefits, options, and best practices
• Updated resources, case studies, and savings data
• Staged approach for planning upgrades to maximize energy savings:
• Retrocommissioning (Chapter 5) • Lighting (Chapter 6) • Supplemental Load Reductions (Chapter 7)
www.energystar.gov/bldgmanual
• Air Distribution Systems (Chapter 8) • Heating And Cooling Upgrades (Chapter 9)
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Engage Employees/Tenants with EPA’ “B i Y G t W k”EPA’s “Bring Your Green to Work”
Off th Sh lf E AOff-the-Shelf Energy Awareness Program
Green Team checklist•Green Team checklist
•Employee Training Toolkit
•Behind the scenes tour
•Interactive cubicle•Interactive cubicle
•Energy quiz
•Publications
•Fast Facts on Energy
All available at www.energystar.gov/work
Fast Facts on Energy
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ENERGY STAR College/Training Curriculumg g
• Gives students practical hands-on experience withGives students practical, hands on experience with commercial building energy efficiency
• Free of charge off the shelf package from EPA• Free-of-charge, off-the-shelf package from EPA• Includes everything you need:
C S Course Syllabus, outline, and reading list Student project Course lecture plans and presentations Course lecture plans and presentations …And more!
• Customize or expand it to• Customize or expand it to your needs
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ENERGY STAR Portfolio ManagerENERGY STAR Portfolio Manager
EPA’s no-cost online tool: www energystar gov/benchmark
– Assess the whole building energy use of existing buildings (weather normalized EUI)
EPAs no cost online tool: www.energystar.gov/benchmark
( )– Track changes in energy and water use over time in single
buildings, groups of buildings, or entire portfoliosReceive an energy performance rating (1 100 score) buildings– Receive an energy performance rating (1-100 score), buildings that score a 75 or higher are eligible for the ENREGY STAR.
– Track CO2 reductions and cost savings
– Track onsite renewable wind and solar energy use– Custom reporting and graphing features - for your own
buildings and external sharingbuildings and external sharing
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Opportunities in BuildingsOpportunities in Buildings
Commercial buildings and industrial facilitiesCommercial buildings and industrial facilities generate about 50 percent of U.S. carbon dioxide emissionsdioxide emissions.
30 percent of energy consumed in30 percent of energy consumed in commercial and industrial buildings is wastedwasted.
Reductions of 10 percent in energy use canReductions of 10 percent in energy use can be possible with little or no cost.
Rating System for Buildings
Is 80 kBtu/SF/YR high or
Rating System for Buildings
Statement of
Is 80 kBtu/SF/YR high or low for a building?Statement of Energy Performance
EPA Rating
Fuel EfficiencyFuel Efficiency
MPG
Is 60 MPG high or low for gan automobile?
Benchmarkinge c a g
Benchmarking through ENERGY STARBenchmarking through ENERGY STAR allows you to:• Compare one building against a national
sample of similar buildingsp g• Compare all of your buildings of a similar type
to each otherto each other• Set priorities for use of limited staff time
d/ i t t it land/or investment capital
Benchmarking
Portfolio Manager
e c a g
Portfolio ManagerBenchmark the energy use of all of your buildings –
receive an energy use intensity (EUI) Many buildingsreceive an energy use intensity (EUI). Many buildings, including office buildings can receive energy performance ratings on a 1-100 scale.
Track changes in energy and water use over time in single buildings, groups of buildings, or entire portfolios.
Track and report cost savings and CO2 emissions.Apply for the ENERGY STAR.pp ywww.energystar.gov/benchmark
ENERGY STAR ScoreEli ibl B ildi TEligible Building Types
HospitalsDormitoriesCourthousesBank/FinancialInstitutions
Data Centers
Medical Offices Office BuildingsK-12 SchoolsHotels Houses of Worship
WarehousesSupermarkets Wastewater Treatment Plants
Retail Stores
All Buildings Can Be Benchmarked!All Buildings Can Be Benchmarked!
• Police Stations• Fire Stations• Assisted Living Facilities• Convention Centers• Laboratories• Libraries• Malls• Movie Theatres• Restaurants• Stadiums and Arenas• Buildings sharing meters
Portfolio ManagerFour Simple Steps
1. Create/edit a Portfolio Manager account2 Add/edit a property2. Add/edit a property3. Add/edit a space4 Add/ dit t4. Add/edit energy meters
Required Information for Benchmarking in Portfolio ManagerBenchmarking in Portfolio Manager
• Building IdentifiersName, street address, zip code for weather normalization
• Space Type Data (office example)– Square footage, hours of operation, Number of workers on main
shift # of PC’s Percent of gross floor area that is air conditionedshift , # of PC s, Percent of gross floor area that is air conditioned, heated
• Energy Use• Energy Use– Bldg specific invoice information from all purchased energy. Begin
with at least 11 consecutive months for each source and update with monthly usage data. y g
Assess Performance for Smart E M tEnergy Management
Establish Baseline Set Goals Track & Measure
Overtime
Verify gains from upgrade effortsy g pg
Require specific rating gains from service providers in select building types such as office or warehouse
Identify Best Opportunities for Energy Efficiency ImprovementsEfficiency Improvements
• Identify under-performing buildings to target forIdentify under performing buildings to target for energy efficiency improvements.
• Establish baselines to set goals and measure progressprogress
Track Progress Over Timeg
• Set a custom baseline and monitor energy efficiency improvements gy y pbefore, during, and after an upgrade project
• View percent improvement in weather-normalized energy use intensity.
• Track reductions in greenhouse gas emissions• Monitor energy and water costs
Document Savings ResultsDocument Savings Results
• Provide transparency and accountability to help demonstrate• Provide transparency and accountability to help demonstrate strategic use of capital improvement funding.
• Quickly and accurately demonstrate savings for an individual building or entire portfolio:building or entire portfolio: – Energy use– GHG emissions
Water use– Water use– Energy costs
• Download performance metrics from Portfolio Manager into Excel.G t St t t f E P f (SEP) f h• Generate a Statement of Energy Performance (SEP) for each building, summarizing important performance indicators, including energy intensity and CO2 emissions.
• Generate an Energy Performance Report showing reductions in key• Generate an Energy Performance Report showing reductions in key indicators over a user-specified time period.
Visit www energystar gov/benchmark to get startedVisit www.energystar.gov/benchmark to get started
EECBG and ENERGY STAR
DOE Goal ENERGY STAR OfferinggEECS Development Energy Management GuidelinesProgress Reporting
E dPortfolio Manager
• Energy saved• Cost saved• Water saved• GHG saved• GHG savedCommunity Outreach Partner Resources
ENERGY STAR ChallengeR iti PRecognition ProgramsChange the World, Start with ENERGY STAR
Energy Use Reduction Portfolio Manager (existing buildings)Target Finder (new buildings)ENERGY STAR ProductsBuilding Upgrade ManualService and Product Provider Directory
Financial Efficiency Cash Flow Opportunity (CFO) Calculator
National and Local Recognitiong
ENERGY STAR PartnerENERGY STAR Partner
D i d t E thDesigned to Earn the ENERGY STAR
The ENERGY STAR for Existing Buildingsg g
ENERGY STAR LeadersENERGY STAR Leaders
ENERGY STAR Partner of the YearENERGY STAR Partner of the Year
Become a Partner
Go to: the “Buildings & Plants” page
1.
Look to left andClick on:
2.Click on:“Join ENERGY STAR”
Apply for the ENERGY STARpp y o t e G S
Buildings in the top 25 percent nationwide are eligible to earn for the ENERGY STAR, provided they meet or exceed industry standards for comfort 0 25 50 75 100levels.
0 25 50 75 100
ENERGY STAR for Buildingsg
ENERGY STAR ENERGY STAR qualified buildings use 35 percent less penergy than average buildings.
More than 13,000b ildi h dbuildings have earned the ENERGY STAR for energy efficiencyfor energy efficiency.
Become an ENERGY STAR Leader
• ENERGY STAR Partner• Benchmark all buildingsBenchmark all buildingsAND• Improve energy use by 10 percent 20• Improve energy use by 10 percent, 20
percent, 30 percent, or moreOROR • Portfolio-wide average rating over 75g g
http://www.energystar.gov/index.cfm?c=leaders.bus leadersp gy g _
ENERGY STAR Partner of the YearENERGY STAR Partner of the Year
ENERGY STAR Annual AwardsENERGY STAR Annual Awards CeremonyOrganizations are recognized forOrganizations are recognized for outstanding performance in reducing energy consumption
http://www.energystar.gov/awards
Live Demo
Portfolio Manager
e e o
Portfolio Managerhttps://www.energystar.gov/benchmark/
New resources on the Public Sector pages: www energystar gov/governmentwww.energystar.gov/government
Pre-recorded web casts
-Fact Sheet: “Portfolio Manager for ARRA-funded EE projects”EE projects
- Benchmarking Starter Kit
ENERGY STAR State and Local fact sheet
Benchmarking Starter KitBenchmarking Starter Kit
Portfolio Manager Data Collection Sheet
Portfolio Manager Quick Reference
Animated Portfolio Manager
Guide
Training
For More InformationFor More Information
Visit www.energystar.gov/buildingstrainingE-mail [email protected]
If you have any questions, please contact:
Katy Hatcher, US [email protected](202) 343-9676
Leslie Cook, US [email protected](202) 343-9174( ) ( )
The Cadmus Group, Inc. (EPA contractor)Kudret [email protected] (703) 247-6138
Colin [email protected] (703) 247-6121( ) ( )
Additional Informationdd t o a o at o
Downloading Import Templates
(1) Click the Import Facility Data link and on the next screen right click on the desired template
Downloading Import Templates
(1) Click the Import Facility Data link, and on the next screen, right click on the desired template link. Select “Save Target As,” and follow the instructions.
(1)
Import Template OverviewBe sure to populate the User, Facilities, Primary Space, and Energy Use tabs with the required data. Additional tabs are included for instructions and secondary space types (if any)
Import Template Overview
included for instructions and secondary space types (if any).
NOTE: The following is an example of how to use the import template. While this example shows you how to import data for an office space (general or courthouse) into the Portfolio Manager, the process is similar for other space types.
U th F iliti F dditi lIn the User tab Use the Facilities, Space, Energy Use,and Water Use tabs to fill in the required data.
For additional space types, fill in fields for Parking Space, Data Center Space, and
In the User tab, enter your login name, indicate user contact information, and respond to
ti l tip
Swimming Pool (if available).
optional questions for EPA tracking purposes.
Read the Instructions and Import Tips tabs for information on the import process andfor information on the import process and data requirements.
To import the data into Portfolio Manager, e-mail the completed template to [email protected]
Populating and Importing Data f I t T l tfrom Import TemplatePopulate data fields with basic facility information
Space Use information
Populating and Importing Data f I t T l tfrom Import Template
Energy Use data needed in Portfolio Manager (Energy Use tab)
Multi Facility Meter UpdateMulti Facility Meter Update
Once you have established an account and benchmarked your buildings, you should update energy data on a regular basis.
(1) Click “Update Multiple Meters” on the “My Portfolio” page.
(1)
Multi Facility Meter Updatey p
(2) Cli k “U l d F iliti ”(2) Click “Upload Facilities”
(2)
Multi Facility Meter Update (C ti d)(1) Cli k “S l t M t E t i ”
(Continued)(1) Click on “Select Meter Entries.”(2) On next screen (not shown), select the number of entries (billing cycles or months) you would like to
input; click “continue.”
(1)
Multi Facility Meter Update (C ti d)
(3) Click on b ildings needing change
(Continued)
(3) Click on buildings needing change(4) Click “Generate Spreadsheet”
(3)
(4)(4)
Multi Facility Meter Update (C ti d)(Continued)
(1) When finished, click “Done” or Download Spreadsheet.
(1)(1)
Multi Facility Meter Update (C ti d)
(2) E t d t d t i th d l d d d h t
(Continued)
(2) Enter energy use and cost data in the downloaded spreadsheet.
(2)
Uploading your Multi Facility Meter Update
(1) Cli k “U l d F iliti ”
Meter Update (1) Click “Upload Facilities.”
(1)
Uploading your Multi Facility Meter Update
(2) You may browse your computer to find the correct file name for your completed update
Meter Update (2) You may browse your computer to find the correct file name for your completed update
spreadsheet.
(3) Click “Upload.” Your data will be processed and a confirmation e-mail will be sent to you regarding your upload.
(4) Click “Confirm” (not shown) to continue
(2)(2)
(3)(3)
How to Access Portfolio Managerg
• Single Building Manual Entry• Enter building and energy consumption information into
P f li MPortfolio Manager.• Bulk Data Upload
• Upload large sets of building data in Portfolio Manager• Upload large sets of building data in Portfolio Manager using an Excel template.
• Automated Benchmarking Services• Use Service and Product Provider to have the rating
automatically integrated into your energy information and bill handling systemb a d g sys e
• Utility-based Automated Benchmarking• Option 1: Provide utility data
O ti 2 P id t t d b h ki i• Option 2: Provide automated benchmarking services
How Does a Utility Automate B h ki ?Benchmarking?
2 Customer2Customer requests data through utility software
Customer
5
EPA
5Customer receives ENERGY STAR KPI
Receiving
EPA
Utility System1 gdata
Utility integrates data into their energy
1
Returning KPI EPA calculates and
energy information product
3 KPIreturns STAR Key Performance Indicators (KPI)
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Generate XML and send to EPA
ABS ResourcesABS Resources
• Overview on ENERGY STAR web site• Register for ABS accountRegister for ABS account• Download ABS Overview and Users Guide
f ABS t W b itfrom ABS account Web site• Email technical question toa tec ca quest o to
[email protected] t f ll ith EPA• Request conference calls with EPA program and technical support teams
ENERGY STAR and LEEDENERGY STAR and LEED
LEED EA Credit 1:LEED EA Credit 1:Option 1: whole building energy simulation. Projects can obtain the data from Target Finder (for LEED-NC) or g ( )Portfolio Manager (for LEED-EB: O&M).
LEED-EB (O&M) EA Prerequisite 2:Submissions must obtain an energy performance rating of 69 using Portfolio Managerof 69 using Portfolio Manager.
LEED-EB (O&M) EA Credit 6:LEED-EB (O&M) EA Credit 6:Statement of Energy Performance can be used as a resource for earning this credit.g
ENERGY STAR and LEED (cont )ENERGY STAR and LEED (cont.)
LEED EB (O&M) WE Credit 1:LEED-EB (O&M) WE Credit 1:Monthly and annual consumption summaries can be addressed using Portfolio Manager.g g
LEED-EB (O&M) MR Credit 2.1:( )ENERGY STAR qualified appliances can be used for Durable Goods credit.
LEED-CI EA Credit 1.4:ENERGY STAR lifi d li b d fENERGY STAR qualified appliances can be used for energy efficient appliances credit.