Establishing a Baseline; Introduction to Energy Star s Portfolio Manager. David Tucker & Len Hoey
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1 Establishing a Baseline; Introduction to Energy Star s Portfolio Manager David Tucker & Len Hoey
2 What is ENERGY STAR? Voluntary climate protection partnership with US EPA and US DOE Strategic approach to energy management, promoting energy efficient products and practices Helps organizations save money and protect the environment Influential brand recognized by over 85 percent of Americans
3 Energy STAR Continued EPA Portfolio Manager Free tool to benchmark all buildings Access to planning tools and resources Permanent record of benchmarks that can be referenced in the future
4 10 Billion Power Supplies in Use Computers Printers Monitors Scanners PDAs Barcode scanners Servers Camcorders CD/DVD Players TVs/VCRs Set-top boxes Worldwide (est.) Cell phones Cordless phones Power tools Modems Medical Equipment Avionics/Navigation Equipment Test and Measurement Equip. Appliances to name a few 2009 Consumer Electronic shipments reached nearly $110 billion Consumer Electronics Association, Market Research, Jan. 2009
5 Assessing Energy Performance 6/19/2013 What is a Benchmark? A standardized, comparable metric of whole building energy performance
6 The National Picture: Benchmarking Legislation Gaining Momentum 6/19/2013 Image used with permission of the Institute for Market Transformation
7 Why Benchmark? Heighten awareness of energy use Assess effectiveness of current operations, policies, practices Set priorities for upgrade efforts and retrofits Track, verify, and recognize achievements Document role in environmental stewardship and demonstrate success
8 Energy Benchmarking Allows you to gauge your buildings efficiency by: Comparing buildings across your municipality Comparing buildings to national averages Comparing individual buildings from year-to-year Provides the first step to developing an energy plan and a mechanism for tracking efficiency
9 Energy Benchmarking Building age is not an indicator of energy use.
10 Comparative Metric 6/19/2013 Is 60 MPG high or low for this automobile? Is 90 kbtu/sf/yr high or low for this building? Fuel Efficiency: MPG Energy Performance Rating: 1 to 100
11 National Energy Performance Rating System The rating system overlays a 1 to 100 scale over national data, giving relative meaning to energy use 1 Energy Performance Rating Highest Energy Use Lowest
12 Obtaining an Energy Performance Rating ENERGY STAR Portfolio Manager Existing Commercial Buildings ENERGY STAR Target Finder Commercial New Construction Projects
13 Energy Efficiency Premise: Energy Costs are not Fixed Costs Energy expenses offer large investment opportunity Not addressing these opportunities is costly Comprehensive projects yield substantial $ savings Where to begin?
14 Financial Value Tools Building Upgrade Value Calculator Commercial Real Estate Financial Value Calculator Corporate Real Estate Cash Flow Opportunity Calculator Public Sector
15 Energy Star Training Resources On-line Education: Designing Top Energy Performing Buildings Benchmarking Using Portfolio Manager Best Practices Performance Contracting and Financing Offered Live, Pre-recorded, or Self-Guided formats
16 Portfolio Manager
17 Energy Star s Portfolio Manager Creates benchmark scores for many types of facilities Normalizes scores based on facility characteristics Tracks long-term trends in energy use and cost Produces ready-made reports for management and customers
18 The Portfolio Manager Score A high score means: Your plant likely has implemented more best practices than other plants similar to yours In other words, you are doing well with what you have. A high score does not mean: Your plant is more efficient than every plant with a lower score Your plant is energy efficient
19 How to Use Portfolio Manager To log in: Go to The portfolio manager login page 6/19/2013 Enter your username and password in the fields to the right If you ve entered the home screen, click on Access My Portfolio. Once you ve entered the Portfolio screen, it should look something like this.
20 How to Use Portfolio Manager 6/19/2013 You can return to this view from anywhere in portfolio manager by clicking on the My Portfolio link circled above.
21 To Enter Flow Data: From the My Portfolio View, scroll down to the GROUP section and click the link to you facility. In this example, we will use the facility EXP 1.
22 How to Use Portfolio Manager 6/19/2013 Scroll down to the SPACE USE section and click on the space name you ve assigned to your plant. In this case, there is only one space, EXP 1.
23 How to Use Portfolio Manager Now, scroll down to the section titled Required for Benchmarking Average Influent Flow Meter and click on the link circled below.
24 SAMPLE of Entered Data Click the Add Meter Entries link to Enter the Number of Months of data Date Sequence
25 Portfolio Manager will create a table for you to add the data. Add the flow data from your MORs in the appropriate fields. You may change the date ranges if you think it is appropriate.
26 Select the number of months of data you wish to add. In this example, we will add everything from September 2011 to April 2012, a total of 8 months. When you have selected the desired number of months, hit continue. 6/19/2013
27 When you have added the flow data, hit save and you will be returned to the table from Step 4. If you wish to add electrical meter data at this time, follow the instructions below. Click the My Portfolio link shown in Step 3 and follow the instructions below. 6/19/2013 Adding Electrical Meter Data: From the My Portfolio view, click on your facility under the GROUP section as you did in Step 3 above. We will continue using the EXP 1 facility in this example.
28 Next, scroll down to the Energy Meters section. You may have more than one meter listed. In this example there is only one meter. If you need to add additional data from other meters, you will have to add the data for each meter individually by repeating the steps in this section. Click on the first meter that you would like to add data to.
29 How to Use Portfolio Manager If you do have more than one meter, make sure the bills you are using to enter the data match the meter you have selected. This may be done by matching the data in portfolio manager to previous energy bills. 6/19/2013 If the name of the meter is confusing, consider changing the meter name to the meter number listed on the bill. You can do this by clicking on the Edit link at the top of the page.
30 From this point, adding energy data is very similar to adding flow data. You will click the Add Meter Entries link, and select the number of months you wish to add. Be aware that the Start Date and End Date may not match the billing dates from your energy bill. This is acceptable because Portfolio Manager uses your annual energy use to calculate the benchmark score. However, you should use caution to continue whatever convention is in place so that there are no gaps or overlaps between periods.
31 Be sure to hit save, and Congratulations, You ve just updated portfolio manager! You are now tracking the results of your energy saving efforts!
32 Summary Thoughts Portfolio Manager is a useful tool for tracking energy data The score changes as you add data, so keep it updated! Use caution when comparing your scores with those of other facilities.
33 Questions?
34 Thank You David R. Tucker Project Director Environmental Finance Center School of Government, UNC-Chapel Hill (919)
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