Portfolio Manager Update for ENERGY STAR Trainers

1. Portfolio Manager Updatefor ENERGY STAR Trainers Alexandra Sullivan March 2011

2. Agenda • ENERGY STAR terminology • March 2011 Release • Senior Care Facility • Green Power • Data Centers • Energy Calculations • Emissions Calculations • Weather Normalization document • Automated Benchmarking Services • Data Center Announcements • October 2011 Release • Median comparisons • Revised Hospital model • Portfolio Manager System Upgrade

3. ENERGY STAR Terminology

4. ENERGY STAR Terminology • Preferred terms • EPA’s ENERGY STAR measurement and tracking tool, Portfolio Manager • EPA’s ENERGY STAR energy performance scale • ENERGY STAR score • ENERGY STAR certified • Refer to handout • Adopt changes in communications now • Changes within Portfolio Manager to come with the system upgrade

5. March 21 Release Shutdown notice: * System will shutdown at 5pm Friday 3/18 * New functionality will be available 8am Monday 3/21

6. March 2011Senior Care Facilities New Space type: Senior Care Facility ENERGY STAR score ENERGY STAR certification Data collected by industry associations Assisted Living Federation of America (ALFA) American Association of Homes and Services for the Aging (AAHSA) American Health Care Association (AHCA) National Center on Assisted Living (NCAL) A total of 770 facilities responded to the survey 557 complete surveys for analysis Model result Overall model confidence level is over 99% Confidence level for each operational characteristic adjustment is over 98% Model R2 = 0.4466

7. March 2011Senior Care Facilities • Senior Care Facility definition • Buildings that house and provide care and assistance for elderly residents • Skilled Nursing Facilities (with or without Dementia Care) • Assisted Living Facilities (with or without Dementia Care) • Current category: Other – Health Care: Long Term Care (Nursing Home, Assisted Living) • Buildings will be converted to Senior Care Facility • Default values will be assigned for all required attributes • Notes on Independent Living • Retirement communities and independent living communities for the elderly are not covered • Some Senior Care Facilities offer a mix of residential options including independent living along with some form of assisted living. • More than 50% of the units in a community must be considered skilled nursing or assisted living in order to be eligible as a Senior Care Facility. • Healthcare team has created guidance document of options for mixed communities, explaining when an independent living building may or may not be excluded for the purposes of obtaining a benchmark

8. March 2011Senior Care Facilities Required Inputs Gross Floor Area Total Number of Units Average Number of Residents Total Resident Capacity Workers on Main Shift Number of Personal Computers Owned by community, not personal computers of residents Number of Commercial Refrigeration Units Number of Commercial Washing Machines Number of Residential Washing Machines Number of Residential Electronic Lift Systems Percent of the Gross Floor Area that is Heated Percent of the Gross Floor Area that is Cooled

9. March 2011Green Power Purchases • Terminology • Change Renewable Energy Certificate to Green Power Purchase • Flexibility • Generation Method – include the ability to specify multiply types of power (for blended products) • Generation Time Period – include day/month drop-down menu so users are not confined to specific quarters • Can specify future dates to enter full contract delivery period

10. March 2011Green Power Purchases • Flexibility • Generation Location – include three options in case people do not know the Plant ID: • I know the specific generation plant for this Green Power Purchase • Enables accurate calculation of avoided emissions for the part of the grid where energy has been displaced • I do not know the specific generation plant, but I know the eGRID sub-region in which the green power was generated • Enables accurate calculation of avoided emissions for the part of the grid where energy has been displaced • I do not know any information about the generation location for this Green Power Purchase • Will have to use a default value to compute avoided emissions • Less accuracy

11. March 2011Green Power Purchases

12. March 2011Green Power Purchases • Summary of green power entry requirements

13. March 2011Green Power Purchases • Summary of green power accounting in calculations

14. March 2011Green Power Purchases • Technical Reference Document • New document to explain types of purchases and entry requirements • FAQs • I am purchasing green power generated and delivered by my local utility; does this improve my ENERGY STAR score? • No. This has an environmental benefit (REC) that you can track separately, but does not lower the energy needs to operate the building. • How does Portfolio Manager include the electricity consumption from my building’s onsite solar or wind system when calculating my score? • The energy used from your system must be reported in total and included in source and site energy. The on-site system has a lower source energy than equivalent grid purchases and therefore will contribute to a higher ENERGY STAR score. • Do I receive credit in Portfolio Manager for the export of onsite generated renewable electricity back to the grid? • No. The export of energy back to the grid does not lower the energy required to operate your building.

15. March 2011Green Power Purchases • FAQs (continued) • Does the Total Emissions value reported in Portfolio Manager reflect the emissions avoided from my utility green power and RECs? • No. Total emissions reports the emissions associated with your energy use. The avoided emissions from RECs are not included but are tracked separately – these are generally separate line items in emissions reporting protocol. • Can I account for forms of onsite renewable energy other than solar and wind (e.g. biomass or landfill gas)? • Not at this time. • If I do not know the resource type or location information related to a green power purchase what options do I have for inputting data into Portfolio Manager? • Location: enter that the location is unknown • Generation Type (solar wind, etc): consult with your provider and enter a best estimate at time of purchase. Actual values can be entered at the end of the delivery period.

16. March 2011Data Centers • New optional IT Energy Meters • PDU Output Energy • IT Equipment Input Energy • More accurate measures of IT Energy • Measures will be available in create view and external reporting • Encouraged as a best practice for the future • Not required or used for the ENERGY STAR score

17. Energy for all non-IT equipment use, including HVAC, lighting, and plug loads Data Center Energy into building, from all fuel sources UPS Output meter – For ENERGY STAR score PDU Input Building master meter(s) PDU Output IT (Server) Input Server Racks & Storage Devices UPS PDUs

18. March 2011Energy Calculations • Source Energy • Revised source energy factor to account for prevalence of CHP Steam in the market • About 40% of District Steam is CHP (more efficient, lower source factor) • Revised Source Factor: 1.21 • Buildings with steam may see their scores go up • Natural Gas • The amount of heat (Btu) in 1ccf of natural gas depends on the elevation • At higher elevations the atmospheric pressure is lower • Portfolio Manager used to account for this • Conversion factor from ccf to kBtu depended on building’s elevation (zip code) • Most utilities already account for this and report in “standard” ccf (e.g. adjust their ccf value) or in therms • Additional adjustment in Portfolio Manager is not necessary and will be removed • Approximately 35,000 building in Portfolio Manager use natural gas in a volumetric unit (e.g. ccf) • The majority will have no change in score

19. March 2011Emissions Calculations • Emissions currently unavailable (!) • Went offline on 1/31/2011 • More recent factors now available from eGRID • Change in method to map zip code to utility • Emissions will return on 3/21 • Most current eGRID files • eGRID 2010 v.1 • Complete release of data for 2007 • Methodology is still consistent with standard GHG Protocol • WRI/WBCSD, DOE, EPA

20. March 2011 Weather Normalization Document • What • New technical document to explain the way that weather is accounted for in Portfolio Manager metrics • Weather Normalized EUI • An EUI that expresses the energy use a building would have used under 30-year average conditions • Available for all buildings • Compares a building to itself over time • ENERGY STAR score • Adjusted for actual HDD and CDD experienced during the 12 month evaluation period • Based on actual EUI relative to actual HDD and CDD • Evaluates a building using statistical correlations observed in the national population

21. March 2011Automated Benchmarking Services • Read/Write Authorization • PM users will be able to have multiple ABS providers and can manage specific read/write access for each meter • Only one ABS provider can write (populate) a given meter • Multiple ABS providers can be given read access to meters • New Test Authorization Tool • Ability to test pending authorizations in the test environment • Optional Date Range for “get meter details” • Enables an ABS provider to get data for a specified time period only • Currently have to retrieve all meter data, which could be several years worth of data – change will make the service faster for ABS providers

22. March 2011Automated Benchmarking Services • Senior Care Facilities • New energy performance scale will be available through ABS • Green Power Purchases • New entry options will be available through ABS • Campus Meters • Campus energy meters can be updated via ABS • Will work for any existing campus meters assigned in Portfolio Manager • This does not give ABS providers an ability to create campuses or change buildings on a campus • Water Meters • ABS will enable the entry and upload of water meter data

23. Data Center Announcements

24. IT Energy Estimates • Why permitted • Many mixed use buildings do not have IT meters in place • This is a grace period to enable ENERGY STAR scores until meters can be installed • How to meter • Meter at the output of the UPS • Meter IT Equipment energy only (servers, storage, network) • DO NOT include cooling, lighting, or other ancillary equipment • Meters typically will cost less than $2,000 • Deadline to meter! • Estimates will no longer be available after June 2012 • In order to receive a score 12 months of data are required • Meters must be installed by June 2011 to ensure an ENERGY STAR score after June 2012

25. Reminders on Definitions and Policies • Data Center definition • Data Center applies to spaces designed for processing of computer loads • Facilities with rows of servers, storage and network devices • In a mixed use setting, typically more than 30-50 kW of power required to run IT equipment alone (not including cooling, etc) • Closets with 2-3 servers are not Data Centers, even if a supplemental cooling unit is required • IT Energy Use definition • Report use of the IT Equipment only • Should not include any cooling equipment or other loads • Measure energy not power • If I don’t have the IT can I enter to total energy use (including cooling) until the meters are required in June 2012? • NO – it is not acceptable to enter total Data Center energy use, the PM estimates must be applied • Building energy meter requirements • Should report all energy use including the energy use of the Data Center and its IT loads • Reporting the IT Energy Meter and including this energy in the total is NOT double counting.

26. October 2011 Release

27. October 2011 Release • Last update before full System Upgrade • Date TBD • Details TBD • Revised Hospital benchmark • Coordinated survey with ASHE and AHA • Release depends on successful regressions • Revised model under development • Final model details not available • Transition to median benchmarks • Targets for building types that are not eligible to receive an ENERGY STAR score

28. Portfolio Manager Database and System Upgrade

29. Database and System Upgrade • The Portfolio Manager Upgrade is underway! • Database architecture • System processing speed • Look & feel • Usability • Project Timeline • 2010: Conduct Research, solicit user input • 2011: Requirements, development, and testing • 2012: Final development and testing • Scheduled release in Fall 2012

30. Database and System UpgradeUser Research & Stakeholder Input • Individual Interviews • 1-on-1 sessions to help understand typical users • How do people use Portfolio Manager? • What do users want/need? • Group Brainstorms • Sessions of 7-10 people • Discussion points and voting to see how groups of users rate the relative importance of different types of changes • How do people use Portfolio Manager? • What are the tool’s Strengths? • What are the tool’s Weaknesses? • What would be the best new features? • Usability Testing • Individual sessions – user given activities to perform in Portfolio Manager • How long do tasks take? • What do people have trouble finding? • Where are areas for improvement? • Online Survey • Opportunity to respond to specific questions • Free Responses for any general recommendations

31. Questions ?