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ENERGY STAR Training Update


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Title: ENERGY STAR Training Update

ENERGY STAR Training Update
  • Denessa Moses, Amatullah Rid
  • and Alexandra Sullivan
  • June 2009

  • As trainers, you are leading the way in educating
    individuals on how to use Portfolio Manager and
    begin benchmarking
  • More than ever, it is critically important that
    we get the news out about PM and make sure that
    individuals are trained on how to use the tool
  • Program growth continues to reflect increased use
    of PM through 2008, more than 80,000 buildings
    had been rated, representing more than 11.5
    billion square feet
  • State and local governments across the country
    are taking bold steps to protect the environment
    and lower energy costs by adopting policies that
    leverage EPAs ENERGY STAR tools to reduce energy
    use in commercial buildings, through both
    required policy measures and voluntary campaigns.
    Some examples include the following

Washington Public Building Benchmarking and
ENERGY STAR Disclosure During Commercial Real
Estate Transactions
  • State Bill 5854 - 2009-10 (Signed May 8, 2009)
  • Requires qualifying utilities to maintain records
    of energy data of all nonresidential customers
    and qualifying public agency buildings in a
    format compatible with EPAs Portfolio Manager.
  • The State will use Portfolio Manager for
    state-owned facilities and make resulting energy
    performance metrics publicly available.
  • Beginning in 2010, eligible privately-owned
    commercial buildings are required to be
    benchmarked using Portfolio Manager and resulting
    metrics will be disclosed to a prospective buyer,
    lessee, or lender.
  • For new construction, the WA Department of
    Community, Trade, and Economic Development must
    determine the appropriate methodology to measure
    achievement of state energy code targets using
    EPAs Target Finder or equivalent methodology.

More at http//
New York City Proposed Benchmarking and
Disclosure for Existing Commercial Buildings
  • Proposed Int. No. 476-A (Introduced to City
    Council on April 22, 2009)
  • Would require eligible privately owned buildings
    on tax lots with more than 50,000 gross square
    feet of built area and all municipal buildings
    greater than 10,000 gross square feet to
    benchmark in Portfolio Manager.
  • Energy performance results to be published on a
    publicly available online database beginning
    September 1, 2011 for City buildings, September
    1, 2012 for private non-residential buildings,
    and September 1, 2013 for multi-family
    residential buildings.
  • More at

Planned EPA Resources
  • Quarterly Technical Updates Next meeting
    scheduled in August (date TBD)
  • Web Page
  • Monthly Portfolio Manager Update
  • Train the Trainer Session

Todays Agenda
  • Provide technical update on Portfolio Manager
  • Give you an opportunity to ask questions
  • Remember to send technical questions to When you send,
    identify yourself as a trainer and let them know
    who you represent and who you are training.
  • Let us know how we can provide additional support
  • Contact Susan Bailey at

Technical UpdatePortfolio Manager
  • Objectives
  • EPA Rating Overview
  • Source, Site and Emissions
  • Weather Normalization
  • Recent Changes
  • February 2009
  • Weather Data Upload
  • Upcoming Changes
  • Portfolio Manager Reporting Feature
  • August 2009 Model Changes

  • Content
  • EPA can share technical details about recent
    updates and upcoming plans
  • You can ask detailed questions and provide real
    world examples of questions from people using
    Portfolio Manager
  • Goals
  • Keep you informed so you are not surprised by any
    changes in the tool
  • Prepare you to respond to a variety of questions
    during your trainings
  • Alert EPA of common areas of confusion so that we
    may assess the need for modification to Portfolio

EPA Rating Overview
EPA RatingObjectives
  • Help businesses protect the environment through
    superior energy efficiency
  • Motivate organizations to develop a strategic
    approach to energy management
  • Convey information about energy performance in a
    simple metric that can be understood by all
    levels of the organization

EPA RatingsObjectives
  • Monitor actual as-billed energy data
  • Create a whole building indicator
  • Capture the interactions of building systems not
    individual equipment efficiency
  • Track energy use accounting for weather and
    operational changes over time
  • Provide a peer group comparison
  • Compare a buildings energy performance to its
    national peer group
  • Track how changes at a building level alter the
    buildings standing relative to its peer group

EPA Ratings Technical foundation
  • Analyze national survey data
  • Commercial Building Energy Consumption Survey
  • Develop regression models to predict energy use
    for specific space types based on operations
  • Create scoring lookup table
  • Ratings are based on the distribution of energy
    performance across commercial buildings
  • One point on the ENERGY STAR scale represents one
    percentile of buildings
  • Buildings that perform in the 75th percentile or
    better can earn the ENERGY STAR label

EPA Ratings Technical foundation
  • Develop the regression model
  • Account for building operations (e.g., hours of
    operation, number of workers, number of
    computers, HDD, CDD)
  • Apply a linear regression model
  • Energy Intensity Co C1OperatingHours
  • C3ComputerDensity C4HDD
  • Coefficients represent average responses
  • Coefficients provide adjustments for each
    operational characteristic
  • Does not add the kWh of each piece of equipment
  • Does adjust energy based on correlation between
    operating characteristic and energy use

EPA Ratings Technical foundation
  • The rating does
  • Evaluate as billed energy use relative to
    building operations
  • Normalize for operational characteristics (e.g.,
    size, worker density, hours of operation,
  • Depend on a statistically representative sample
    of the US commercial building population
  • The rating does not
  • Attempt to sum the energy use of each piece of
  • Normalize for technology choices or market
    conditions (e.g., type of lighting, energy price)
  • Explain why a building operates as it does

How is a rating determined?
  • EPA ratings identify the percentile of
    performance for a buildings EUI when normalizing
    for key operating characteristics in the
    regression equation
  • Two example hotels
  • Same climate
  • Same EUI
  • Different operation
  • Large hotel with many rooms and services vs.
    smaller hotel
  • Different ratings

How is a rating determined?
  Sample Small Hotel Sample Large Hotel
Square Feet 65,000 750,000
of Rooms 150 1,000
Presence of Food Preparation No Yes
of Commercial Refrigeration Cases 1 20
of Workers 15 555
Predicted EUI (kBtu/square foot) 188 248
Actual EUI (kBtu/square foot) 210 210
Rating 31 61
Source, Site, and Emissions
Source and Site Energy
  • Because ENERGY STAR rates the whole building, the
    ratings must account for any mix of fuels
  • Site Energy
  • Energy consumption expressed on utility bills
  • Includes combination of primary and secondary
    energy, which are not directly comparable
  • Some heat and electricity comes from fuels burned
    on-site (e.g. natural gas), while some comes from
    fuels burned off-site (e.g. electricity and
    district steam)
  • Source Energy
  • Traces on-site consumption back to energy content
    of primary fuels
  • Accounts for the losses in conversion from
    primary to secondary energy (which can occur
    either on-site or at a utility)
  • Accounts for losses in distribution to buildings

Source and Site Energy
  • National conversion factors are used to compute
    source energy
  • One conversion factor for each fuel
  • Enables rating to assess thermodynamic efficiency
    of the building
  • An individual building is not credited (or
    penalized) for the efficiency of its provider
  • Two equivalent buildings with different providers
    have same efficiency
  • For example - coal fired electricity and
    hydroelectric power are combined into a single
    national conversion factor for electricity
  • Ratings are based on energy consumption not on
    total CO2 emissions

  • Full inventory of emissions from energy use
    requires both direct and indirect emissions
  • Note that emissions do not include any other
    sources such as vehicle fleets, refrigerants, or
    employee commutes
  • Indirect emissions
  • Emissions generated at a power plant
  • Electricity, district steam, district chilled
    water, etc
  • Direct emissions
  • Emissions generated from fuels burned at the
  • Natural gas, fuel oil, propane, etc
  • Emissions calculations are computed according to
    common standards
  • WRI/WBCSD, Climate Leaders, DOE

  • Reference for emissions factor
  • Available on Portfolio Manager Supporting
    Documents page
  • http//
  • All emissions factors
  • Include CO2, CH4 and N2O
  • Metric tons of carbon dioxide equivalent MtCO2e
  • Follow standard reporting protocol
  • Indirect emissions factors
  • Regional factors
  • Based on 26 eGRID sub-regions
  • Direct emissions factors
  • National factors
  • Standard combustion assumptions
  • default values from Climate Leaders

Weather Normalization
Weather Normalization
  • Goal
  • Enable comparison of energy use at a single
    facility over time
  • Definition
  • Weather normalized source energy is the energy a
    building would have used under 30-year average
    weather conditions
  • Calculation
  • Building-specific regression to define the
    relationship between monthly average temperature
    an monthly electric and gas use
  • Use building-specific relationship to extrapolate
    energy use to the 30-year average temperatures
  • Application
  • Available to all buildings in Portfolio Manager

Weather in Ratings
  • Rating calculations incorporate
  • As experienced HDD and CDD
  • As experienced energy
  • To compute a rating
  • Do not need to adjust actual energy use according
    to normalization described on previous slide
  • Ratings account for weather but do not use the
    weather normalized source energy use

Quick Tips and Facts
  • Buildings are compared with CBECS not with other
    buildings in Portfolio Manager
  • Enter as few spaces as possible
  • If the building is one office building you do not
    need to enter each tenant separately
  • Enter as few space types as possible
  • There is no need to separate out a small
    Starbucks and flower shop on the first floor of a
    large office building
  • You must include all energy use
  • Source energy factors national
  • Emissions factors are regional
  • Operating Hours
  • When people are in the building (not when
    equipment turns on)
  • Workers
  • Workers on a single shift
  • Not visitors

User Account Guidance
  • Never provide your user name and password to
  • individuals to view or manage data in your
    account. Doing
  • so will allow them to change your password with
  • unintended consequences (i.e. locking you out of
  • account), or to change data in your account
    without your
  • knowledge. Instead, individuals within your
  • should set up their own accounts. Portfolio
    Manager allows
  • you to provide other users with access to view or
  • facilities in your portfolio using the Sharing

Recent Changes
February 2009
  • K12 School
  • Now distinguish between high school and non
  • Some new inputs added to PM
  • Average rating changes were small
  • Hotel
  • No longer use amenity categories, now use more
    specific measures of hotel operations
  • More equitable model for various hotel sizes and
    amenity categories
  • Rating decreases
  • Finalizing a short FAQ document to post on website

February 2009
  • Pool
  • Minor updates to engineering calculations
  • Eligibility
  • 50 Rule
  • 11 months of space attributes
  • Multifamily Housing
  • New non-ratable space type
  • For energy tracking purposes only
  • ABS 2.1
  • Updated to reflect all February changes in
    automated schema

New Weather Data Requirements
  • Issue Users were seeing rating fluctuations
    when weather data was updated in PM.
  • Solution
  • The rating will not be available for periods
    where a full 12 months of weather data is not
  • Ratings with no weather data for a given period
    will display as N/A with an appropriate message
    indicating the lack of weather data in the N/A

Upcoming Changes
Types of Changes Made in Portfolio Manager
  • (MINOR) OM Release
  • Includes minor changes and defect corrections
  • Schedule Changes released last Friday of every
  • (MODERATE) Enhancement Release
  • Includes mid-scale changes to functionality
  • Schedule As needed, no fixed date
  • (MAJOR) Release
  • Includes mostly revisions that impact
    existing/new space models
  • Schedule Changes occur every six months - on
    last Monday in January and July (possible 1 month

July 2009New Reporting Feature
  • In final phase of development, now
  • Will use a Data Warehouse
  • Users will have ability to generate reports on
    data within their account, and buildings shared
    with them
  • Tabular and graphical display of data
  • Preset list of (8) report types and filters
  • Quick Reference Guide available in tool
  • On-line Training will be developed
  • Customizable reports available in later release

August 2009On-site renewable energy
  • What
  • Require energy data from on-site solar and wind
  • Why
  • To provide a more complete picture of total site
    energy use and a more accurate rating
  • Two buildings with 100 on-site solar may not
    have the same energy efficiency
  • e.g. resistance heating and ground source heat
  • Details
  • To be provided at the next meeting

August 2009Hotel Optional Characteristics
  • What
  • Additional hotel optional operating
    characteristics to be added
  • Why
  • To provide added detail on services at hotels
    which EPA can analyze to respond to questions and
    demonstrate that the model is equitable
  • Details Five new attributes
  • Hours per day the guests are on-site
  • Number of guest-meals served
  • Square footage of full service spas
  • Square footage of gym/fitness center
  • Quantity of laundry processed

August 2009Retail and Mixed Use
  • What
  • Expanded definition of retail and new guidance
    for entering mixed use properties
  • Why
  • Confusion among partners about how to enter mixed
    use properties, especially in urban settings
  • Details
  • New web language on steps to enter a mixed-use
  • New rule for retail space retail space must have
    an exterior entrance to the public to earn a
  • New attribute for this question (yes/no)

August 2009Religious Worship
  • New performance rating model!
  • User inputs
  • Gross floor area
  • Maximum seating capacity
  • Weekdays of operation
  • Hours of operation per week
  • Number of personal computers
  • Presence of cooking facilities
  • Number of commercial refrigeration units
  • Other Religious Worship
  • All buildings with this classification will
    convert to the new, ratable space type
  • Worship will no longer be a sub-category of Other

August 2009Warehouse
  • Updated performance rating model
  • Changes
  • More recent data (CBECS 2003)
  • Based on Source EUI (energy per square foot)
  • No new operating characteristics
  • One removed operating characteristic (HID
  • Distribution Centers are now eligible for a
  • Self-Storage facilities are still ineligible for
    a rating (considered Other)
  • Refrigerated and non-refrigerated will have
    different user input requirements

August 2009Warehouse
  • Unrefrigerated Warehouse operating
  • Gross Floor Area
  • Weekly Operating Hours
  • Workers on Main Shift
  • Percent Heated
  • Percent Cooled
  • Number of Walk-in Refrigeration/Freezer units
  • Optional Distribution Center (yes/no)
  • Refrigerated Warehouse operating characteristics
  • Gross Floor Area
  • Weekly Operating Hours
  • Workers on Main Shift
  • Cooling Degree Days (no user input)