EPA’s Energy Performance Rating System

1. EPA’s Energy Performance Rating System May 13, 2008

2. U.S. EPA’s ENERGY STAR® The U.S. Environmental Protection Agency (EPA) can help you with buildings and plants to: Reduce energy waste Reduce GHG emissions Protect the environment Be a Leader – Change Our Environment for the Better

3. Need for a Rating System for Buildings Is 80 kBtu/SF/YR high or low for a building? Statement of Energy Performance EPA Rating Fuel Efficiency MPG Is 60 MPG high or low for an automobile?

4. Benchmarking – The First Step to Energy Savings in Buildings Benchmarking through ENERGY STAR allows you to: Compare one building against a national sample of similar buildings Compare all of your buildings of a similar type to each other Set priorities for use of limited staff time and/or investment capital

5. Portfolio Manager – Helping You Track Your Performance Free online tool where you can: Benchmark the energy use of all of your buildings – all will receive an energy use intensity (EUI) and some will receive ratings on a 1-100 scale Track changes in energy use over time in single buildings, groups of buildings, or entire portfolios Track cost savings and CO2 emissions Apply for ENERGY STAR recognition Track water usage http://www.energystar.gov/benchmark

6. Hospitals Ratable Space Types Offices K-12 Schools Supermarkets Hotels Med. Office Bldgs. Others include: Warehouse, Residence Halls, Courthouses, Financial Centers, Retail, Wastewater Treatment Plants

7. Top performing buildings use 3 to 4 times less energy per ft2 than the worst performers. Newer buildings are equally representedacross all quartiles. Based on a sample of 4,000 buildings nationwide. 39 percent of buildings with a rating of 75 or better are less than 25 years old 42 percent of buildings with a rating between 25 and 74 are less than 25 years old 35 percent of buildings with a rating between 0 and 24 are less than 25 years old Number of Buildings 10 1 25 50 75 90 29.9 86.0 165.7 121.1 339.4 EPA Performance Rating & Energy Intensity (kBtu/ft2-year) Best Performers Worst Performers Energy Performance Gap

8. Before You Start • Collect Required Information • Building Identifiers • Name, street address, zip code for weather normalization • Energy Use • Bldg specific invoice information from all purchased energy • At least 11 consecutive months for each source • Space Type Data • Square footage, hours of operation, number of students, # of • PC’s, • Must Meet Codes and have good IAQ • ASHRAE 62, 90.1

9. Find Portfolio Manager 1. Go to: www.energystar.gov 2. Click on: Buildings and Plants

10. Find Portfolio Manager 3. Click on: “Portfolio Manager”

11. Find Portfolio Manager 3. Click on: “Portfolio Manager”

12. Portfolio Manager • Log-in Page • “My Portfolio” Page Layout • Portfolio Average Rating • Portfolio Adjusted Percent Energy Reduction • Views • “Add Facility” • Facility Summary Page • Facility Performance • Space Use • Energy Meters • Water Meters • Energy Meters • Add Meter Entries • Start Date, End Date, kWh, Cost

13. Use the Rating to: • Establish portfolio baseline, set goals, measure and track performance over time • Verify gains from upgrade efforts • Require specific rating gains from service providers in select building types such as office or warehouse

14. Rating Interpretation MAINTAIN These top performing facilities offer examples of best practices as well as opportunities to gain recognition. Continue to improve and maintain superior performance by focusing on operations and maintenance. ADJUST Facilities in this range may reap significant savings from concentration on simple, low-cost measures, such as improved operations and maintenance practices. Equipment upgrades could yield additional savings. INVEST Facilities in this range offer the greatest opportunity for financial and environmental improvement. Investing in new equipment and enhancing operational practices may have the greatest impact on your bottom line. 1 50 75 100 ENERGY PERFORMANCE RATING Once you have established an energy performance baseline rating, you are ready to set improvement goals and create an action plan. The guide below can help you interpret the ratings and determine appropriate next steps.

15. Portfolio Manager Features • Master account feature • View (and Reporting) Options • Statement of Energy Performance • Percent energy reduction • Water tracking • Automated benchmarking • Multi-Facility Meter Update

16. Tracking Campaigns: Master Accounts • Objective:Allows colleges and universities to track progress of campaigns, for example: • University systems can track individual campuses • Energy saving competitions among residence halls or other buildings • Process: • Institution creates a Master Account • Master Account appears in a public registry • Individual users can share facilities with Master Account • Master Account holder can view progress for all facilities that have been shared

17. View (and Reporting) Options • The “My Portfolio” page uses views to display summarized data • A view is a set of columns that display various data in a table • Portfolio Manager provides the ability for a user to create their own view by selecting the columns (up to seven at a time) to display on the My Portfolio page • It also enables the user to select the number of facilities that can display on the My Portfolio page (e.g., 25, 50).  There are over 30 different data columns that can be selected • Any view can be set as the default view and these views can be downloaded into a Microsoft Excel spreadsheet for further analysis

18. Statement of Energy Performance • Objective: The SEP can be generated for purposes other than applying for the ENERGY STAR Label • LEED-EB certification process • Real estate transactions • Maintaining a Facility Summary Report • Process: • User selects time period of performance • Tool generates 1 page summary with energy use, cost, and emissions figures • Summary also included as second page when full SEP is generated to apply for the ENERGY STAR

19. Percent Energy Reduction • Objective: Provide a metric to show a percent change in energy use over time • Creates tracking capability for all space types • Process: • For non-ratable spaces the tool compares weather normalized source energy use between two periods and adjusts for any changes in square footage • For ENERGY STAR ratable space types, the tool compares energy use between two periods adjusting for changes in weather and business activity

20. Water Tracking • Objective: Allow users to track water use in Portfolio Manager • Continued emphasis on tracking all utilities • Lay groundwork for understanding the relationships between water and energy use • Process: • User can select “Add Water Meter” for any facility • User can identify water meters as indoor, outdoor, or wastewater • Tool displays water use totals for any 12 month period • User can compare two different periods and track over time • Upcoming Enhancement: percent change between two time periods will be displayed

21. Multi-Facility Meter Update • Objective: Provide the ability to easily update meter data for a large number of facilities, greatly increasing the efficiency for meter updates • Process: • Users select the facilities in their portfolio (maximum of 250 per download). A Microsoft Excel spreadsheet lists each facility and the specified number of meter data entries (billing cycles) • Once meter data is entered and saved, the spreadsheet is uploaded. Users can review and edit the data before uploading it to Portfolio Manager • This feature is used to update meter data; it will not overwrite or replace meter data that already exists in Portfolio Manager

22. Automated Benchmarking Allows utilities and energy info service providers to: • Securely exchange building and utility data with the EPA ENERGY STAR program • Leverage the ENERGY STAR rating within their own systems • Reduce the burden on energy end users of benchmarking their energy performance

23. Recognition Opportunities for Eligible Spaces • Estimate Energy Use at Design • Target Finder • Designed to Earn the ENERGY STAR • Verify energy use in operation • Portfolio Manager • ENERGY STAR for buildings • ENERGY STAR Leaders for Portfolio-Wide Improvements of 10 percent, 20 percent, 30 percent, or more

24. 0 25 50 75 100 Apply for the Label! Buildings in the top 25 percent nationwide are eligible to earn for the ENERGY STAR, provided they meet or exceed industry standards for comfort levels.

25. Become a Partner! 1. Go to: the “Buildings & Plants” page Click on: “Partner Resources” Look to left and Click on: “Businesses” 2. 3.

26. ENERGY STAR Partner of the Year ENERGY STAR Annual Awards Ceremony Organizations are recognized for outstanding performance in reducing energy consumption 2008 Partners of the Year: Council Rock School District, PA Gresham-Barlow School District, OR

27. The Need for a Rating System Benefits of Using Portfolio Manager Finding Portfolio Manager Online Guided Tour – Live, Online Review of Key Features ENERGY STAR Recognition Becoming an ENERGY STAR Partner In Summary

28. Any Questions? For more information about ENERGY STAR: www.energystar.gov buildings@energystar.gov U.S. Environmental Protection Agency Katy Hatcher Leslie Cook hatcher.caterina@epa.govcook.leslie@epa.gov (202) 343-9676 (202) 343-9174