COMMERCIAL BUILDING ENERGY ASSET RATING

Pilot Project Information Session3PM ET 12PM PT 12PM ET 9AM PT

March 12 2012 March 15 2012

Nora Wang (Pacific Northwest National Laboratory) Cody Taylor (Department of Energy)

1 I Energy Asset Rating Pilot Project eereenergygov

What is Energy Asset Rating

bull Energy asset rating evaluates the as-built physical characteristics of a building and Energy Asset Rating its overall energy efficiency independent of occupancy and operational choices

bull The physical characteristics include ndash Building envelope (window wall roof) ndash HVAC system (heating cooling air

distribution)ndash Lighting system (luminaire and lighting

control systems)ndash Service hot water system ndash Other major energy-using equipment (eg

commercial refrigerator commercial kitchen appliance etc)

Building energy use is affected by many factors

2 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption but totally different energy asset rating

Energy Asset Rating

OampM Occupant Behavior

The energy asset rating of these two buildings can show differences in the state of the physical assets (eg functioning well or outdated and in need of upgrade) that are masked when simply comparing utility consumption outcomes

3 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

Used together an energy asset rating and an evaluation of operations may yield surprising conclusions

Energy assets are good Overall performance may be decent but this building may be a great candidate for low-cost operational improvements

Energy Assets

OampM Occupant Behavior

Energy assets are poor Overall performance may be decent but obsolete equipment may be more likely to fail requiring substantial near-term capital investment to replace

4 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption and energy asset rating but different combinations of system efficiency and therefore different potentials

Energy Asset Rating

OampM Occupant Behavior

Focus area Focus areas lighting cooling system and wall insulation

5 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

What is Energy Asset Rating

bull Energy asset rating evaluates the as-built physical characteristics of a building and Energy Asset Rating its overall energy efficiency independent of occupancy and operational choices

bull The physical characteristics include ndash Building envelope (window wall roof) ndash HVAC system (heating cooling air

distribution)ndash Lighting system (luminaire and lighting

control systems)ndash Service hot water system ndash Other major energy-using equipment (eg

commercial refrigerator commercial kitchen appliance etc)

Building energy use is affected by many factors

2 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption but totally different energy asset rating

Energy Asset Rating

OampM Occupant Behavior

The energy asset rating of these two buildings can show differences in the state of the physical assets (eg functioning well or outdated and in need of upgrade) that are masked when simply comparing utility consumption outcomes

3 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

Used together an energy asset rating and an evaluation of operations may yield surprising conclusions

Energy assets are good Overall performance may be decent but this building may be a great candidate for low-cost operational improvements

Energy Assets

OampM Occupant Behavior

Energy assets are poor Overall performance may be decent but obsolete equipment may be more likely to fail requiring substantial near-term capital investment to replace

4 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption and energy asset rating but different combinations of system efficiency and therefore different potentials

Energy Asset Rating

OampM Occupant Behavior

Focus area Focus areas lighting cooling system and wall insulation

5 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption but totally different energy asset rating

Energy Asset Rating

OampM Occupant Behavior

The energy asset rating of these two buildings can show differences in the state of the physical assets (eg functioning well or outdated and in need of upgrade) that are masked when simply comparing utility consumption outcomes

3 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

Used together an energy asset rating and an evaluation of operations may yield surprising conclusions

Energy assets are good Overall performance may be decent but this building may be a great candidate for low-cost operational improvements

Energy Assets

OampM Occupant Behavior

Energy assets are poor Overall performance may be decent but obsolete equipment may be more likely to fail requiring substantial near-term capital investment to replace

4 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption and energy asset rating but different combinations of system efficiency and therefore different potentials

Energy Asset Rating

OampM Occupant Behavior

Focus area Focus areas lighting cooling system and wall insulation

5 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

Used together an energy asset rating and an evaluation of operations may yield surprising conclusions

Energy assets are good Overall performance may be decent but this building may be a great candidate for low-cost operational improvements

Energy Assets

OampM Occupant Behavior

Energy assets are poor Overall performance may be decent but obsolete equipment may be more likely to fail requiring substantial near-term capital investment to replace

4 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption and energy asset rating but different combinations of system efficiency and therefore different potentials

Energy Asset Rating

OampM Occupant Behavior

Focus area Focus areas lighting cooling system and wall insulation

5 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

Disaggregate Building Information

These two buildings may have the same utility consumption and energy asset rating but different combinations of system efficiency and therefore different potentials

Energy Asset Rating

OampM Occupant Behavior

Focus area Focus areas lighting cooling system and wall insulation

5 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Program

bull The commercial building energy asset rating program which includes a free online energy asset rating tool will provide ndash An energy efficiency computation that will generate a rating based on the building

envelope mechanical and electrical systems and other major energy-using equipment

ndash Building system evaluations for building envelope service hot water HVAC and lighting systems

ndash A set of recommended cost-effective improvements ndash An additional after upgrades rating that demonstrates the potential energy

impact assuming you implement the recommendations

DOE provides a centralized tool similar to Portfolio Manager to facilitate ease of use reduce cost and increase model standardization allowing for consistent and reliable comparisons

6 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

Building Types

bull The rollout of the program has been organized in a phased approach focusing first on building types that are simplest to understand and about which we have more information to establish a rating system

ndash Phase I office building educational building retail building and unrefrigerated warehouse (pilot project building types)

ndash Phase II mixed-use types of buildings that incorporate Phase I uses lodging food service food sales public safety and religious worship

ndash Phase III data centers laboratories refrigerated warehouse health-care facilities public assembly etc

7 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

SAMP

LE

Energy Asset Rating Program

bull ENERGY STAR Portfolio Manager provides Statement of Energy Performance including ndash Score (outcome-based statistical ranking) eg 70 means your building ranks in the 70th percentile ndash Measured site energy use source energy

use greenhouse gas emissions

bull Energy asset rating provides a standard reporting includingndash Current rating and potential rating (energy-

model-based technical point-system)eg 70 means your building is 30 points away from the 100-point (zero-net energy building) Buildings with the same current rating may have different potential ratingsndash Building system evaluation ndash Building upgrade opportunities bull No requirement for utility bills

bull Not dependent on CBECS or other building database

8 I Energy Asset Rating Pilot Project eereenergygov

What Is Energy Asset Rating Tool

Inference Engine

Building Data User

Energy Efficiency

Simplified data collection Interface Measure

Finder integrated with a full-scale energy-modeling method is Detailed employed to disaggregate building energy information and

EnergySimulation

will include a mechanism for identifying energy improvement

Report Generator

opportunities

9 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Password-protected user account

On-line tutorial

10 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Manage multiple buildings

11 I Energy Asset Rating Pilot Project eereenergygov

12 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Create your building block(s)

Define building characteristics bull Footprint bull Envelope bull Window layout bull Lighting bull HVAC bull Service Hot

Water

Energy Asset Rating Tool

User clicks ldquoRatingrdquo and receives energy asset rating report

13 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Manage multiple buildings

11 I Energy Asset Rating Pilot Project eereenergygov

12 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Create your building block(s)

Define building characteristics bull Footprint bull Envelope bull Window layout bull Lighting bull HVAC bull Service Hot

Water

Energy Asset Rating Tool

User clicks ldquoRatingrdquo and receives energy asset rating report

13 I Energy Asset Rating Pilot Project eereenergygov

12 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

Create your building block(s)

Define building characteristics bull Footprint bull Envelope bull Window layout bull Lighting bull HVAC bull Service Hot

Water

Energy Asset Rating Tool

User clicks ldquoRatingrdquo and receives energy asset rating report

13 I Energy Asset Rating Pilot Project eereenergygov

Energy Asset Rating Tool

User clicks ldquoRatingrdquo and receives energy asset rating report

13 I Energy Asset Rating Pilot Project eereenergygov

Minimum Data Requirement

bull Users can enter varying amounts of data and receive results of varying degrees of specificity to their building ndash Simple Level

bull Basic minimum input set and user must have at least this much data to begin using the tool

bull Inference engine generates default value ndash Advanced Level

bull More detailed minimum input set bull Suitable for making public statements about verified building rating if a qualified professional has verified the data

14 I Energy Asset Rating Pilot Project eereenergygov

Levels of use

Simple Level Advanced Level

Step 1 Collect amp input data using energy asset rating tool

Qualified professional is required to verify data input

Step 2 Submit for rating online Submit for rating online

Step 3 System infers values user leaves blank evaluates building and evaluates building with energy efficiency measures

User must enter most values only limited inferences allowed

Step 4 Receive preliminary energy asset rating report

Receive verified energy asset rating report

15 I Energy Asset Rating Pilot Project eereenergygov

For building owner or operatorrsquos information

For appraisal real estate transaction or public display

Report - System Evaluation Section

bull Rank (Good Fair Poor) building envelope HVAC lighting and service hot water systems

bull Indicate system performance before and after upgrades

16 I Energy Asset Rating Pilot Project eereenergygov

Report - System Evaluation Section

bull How to use the evaluation result ndash Example Buildings with same overall rating may have different combinations of

system performance Building A may have a poor lighting system and building B may have a poor heating system The heating system upgrade can be much more expensive than a lighting upgrade Therefore building B may be facing a greater near-term capital expense

17 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull Current Rating a

bull Potential Rating bull Reference Building (information

only not used as baseline to rate your building) ndash Same use type ndash Same climate zone ndash Same size range (eg small c

medium large office buildings) ndash Same vintage range (pre 1980

post 1980 after 2004) b

c Standard

Reference Building Operating Condition

Reference Building Rating

Standard a Operating Condition Current Asset Rating

Rated Building b

18 I Energy Asset Rating Pilot Project

Actual Operating Condition

EEM recommendations Standard Operating Condition eereenergygov

Potential Asset Rating

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Levels of use

Simple Level Advanced Level

Step 1 Collect amp input data using energy asset rating tool

Qualified professional is required to verify data input

Step 2 Submit for rating online Submit for rating online

Step 3 System infers values user leaves blank evaluates building and evaluates building with energy efficiency measures

User must enter most values only limited inferences allowed

Step 4 Receive preliminary energy asset rating report

Receive verified energy asset rating report

15 I Energy Asset Rating Pilot Project eereenergygov

For building owner or operatorrsquos information

For appraisal real estate transaction or public display

Report - System Evaluation Section

bull Rank (Good Fair Poor) building envelope HVAC lighting and service hot water systems

bull Indicate system performance before and after upgrades

16 I Energy Asset Rating Pilot Project eereenergygov

Report - System Evaluation Section

bull How to use the evaluation result ndash Example Buildings with same overall rating may have different combinations of

system performance Building A may have a poor lighting system and building B may have a poor heating system The heating system upgrade can be much more expensive than a lighting upgrade Therefore building B may be facing a greater near-term capital expense

17 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull Current Rating a

bull Potential Rating bull Reference Building (information

only not used as baseline to rate your building) ndash Same use type ndash Same climate zone ndash Same size range (eg small c

medium large office buildings) ndash Same vintage range (pre 1980

post 1980 after 2004) b

c Standard

Reference Building Operating Condition

Reference Building Rating

Standard a Operating Condition Current Asset Rating

Rated Building b

18 I Energy Asset Rating Pilot Project

Actual Operating Condition

EEM recommendations Standard Operating Condition eereenergygov

Potential Asset Rating

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Report - System Evaluation Section

bull Rank (Good Fair Poor) building envelope HVAC lighting and service hot water systems

bull Indicate system performance before and after upgrades

16 I Energy Asset Rating Pilot Project eereenergygov

Report - System Evaluation Section

bull How to use the evaluation result ndash Example Buildings with same overall rating may have different combinations of

system performance Building A may have a poor lighting system and building B may have a poor heating system The heating system upgrade can be much more expensive than a lighting upgrade Therefore building B may be facing a greater near-term capital expense

17 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull Current Rating a

bull Potential Rating bull Reference Building (information

only not used as baseline to rate your building) ndash Same use type ndash Same climate zone ndash Same size range (eg small c

medium large office buildings) ndash Same vintage range (pre 1980

post 1980 after 2004) b

c Standard

Reference Building Operating Condition

Reference Building Rating

Standard a Operating Condition Current Asset Rating

Rated Building b

18 I Energy Asset Rating Pilot Project

Actual Operating Condition

EEM recommendations Standard Operating Condition eereenergygov

Potential Asset Rating

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Report - System Evaluation Section

bull How to use the evaluation result ndash Example Buildings with same overall rating may have different combinations of

system performance Building A may have a poor lighting system and building B may have a poor heating system The heating system upgrade can be much more expensive than a lighting upgrade Therefore building B may be facing a greater near-term capital expense

17 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull Current Rating a

bull Potential Rating bull Reference Building (information

only not used as baseline to rate your building) ndash Same use type ndash Same climate zone ndash Same size range (eg small c

medium large office buildings) ndash Same vintage range (pre 1980

post 1980 after 2004) b

c Standard

Reference Building Operating Condition

Reference Building Rating

Standard a Operating Condition Current Asset Rating

Rated Building b

18 I Energy Asset Rating Pilot Project

Actual Operating Condition

EEM recommendations Standard Operating Condition eereenergygov

Potential Asset Rating

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull Current Rating a

bull Potential Rating bull Reference Building (information

only not used as baseline to rate your building) ndash Same use type ndash Same climate zone ndash Same size range (eg small c

medium large office buildings) ndash Same vintage range (pre 1980

post 1980 after 2004) b

c Standard

Reference Building Operating Condition

Reference Building Rating

Standard a Operating Condition Current Asset Rating

Rated Building b

18 I Energy Asset Rating Pilot Project

Actual Operating Condition

EEM recommendations Standard Operating Condition eereenergygov

Potential Asset Rating

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Building Rating Section

bull How to use the rating result ndash Example 1 The energy asset rating score may indicate that a building has

efficient systems even if its ENERGY STAR score is low because of unusual operations Energy asset rating may positively impact value for a building that might otherwise appear inefficient

ndash Example 2 Two buildings have the same energy asset rating score However Building A has a higher potential rating than Building B which may have few upgrade opportunities due to its construction limitation Energy asset rating may positively impact value for a building with higher potential rating (ie a building with more cost-effective potential upgrades)

19 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Report ndash Upgrade Opportunities Section

bull Upgrade opportunities section is intended to inform building owners of the building systems most likely to present opportunities for cost-effective upgrades

bull Life-cycle-cost analysis identifies cost-effective upgrade opportunities for the building

bull Estimates potential savings and payback time

20 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Who Can Use the Tool and Report

bull Primary tool users ndash Owners ndash Operators

bull Energy asset rating report can be used by ndash Financing Sources ndash Valuation Experts ndash DesignersEngineers ndash MunicipalitiesState Governments ndash Utilities ndash Green building rating systems

The energy asset rating tool and report are still in development There will be an iterative process as the program is refined through pilot project and collecting stakeholder feedback This pilot is an opportunity to participate in that process

21 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Call for Pilot Participation

bull Value Proposition ndash Owners Facility Managers Building Engineers Energy AuditorsConsultants

bull Recognize building as-built efficiency and its potential bull Separate the installed system efficiency from OampM issues or occupant (tenant) behavior bull Gain insight into system performance (age and degradation) bull Identify short-term and long-term capital investment needs

ndash State governments Municipalities and Utilities bull Gain insight into the as-built efficiency of regional building capital stock bull Develop appropriate goals and incentive programs based on the identified focus areas

bull Building types for pilot ndash Office School Retail and Unrefrigerated Warehouse

bull Ownership type ndash Owner-occupied ndash Leased

bull Vintage any bull Climate zone any

22 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Two Levels of Participation

Two Levels of Participant

Qualification Partner (3 options)

Associate

1 Data collection A building x x x x

2 Model accuracy Existing audit reportmodel x x

3 Rating relevance ENERGY STAR Portfolio Manager experience

x x

Participantsrsquo Responsibilities

Participantrsquos Tasks 1 Collect building data and input to energy asset rating tool

Complete questionnaire about data collection and tool experience 2 Provide in-depth energy audit report and existing energy model for comparison

3 Provide utility data for comparison

23 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Task 1

bull Task 1 Data Collection Assessment ndash The participantsrsquo responsibility is to

collect and enter building-specific data into the energy asset rating tool using the asset rating data collection and input guideline

ndash The participants will be provided with data collection and input sheet for the site walkthrough energy asset rating tool userrsquos guide as well as real-time help from PNNL

ndash PNNL will collect participant feedback on data collection and input through a questionnaire

24 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Tasks 2

bull Energy Asset Rating Tool and Detailed Energy Model Results ndash The pilot participants should already have a full-scale energy model and an audit

report from professional consultants or plan to perform a full energy audit and modeling during the pilot test period

ndash (Partner Level Only) The partners are responsible for providing an existing energy model a report and additional building data if not included in the existing model and report

Existing Energy Audit Result Energy Asset Rating Result

25 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Tasks 3

bull Task 3 Application of Energy Asset Rating and ENERGY STAR ndash (Partner Level Only) The partners must provide 12 months of energy bills and

other operations data required to obtain an ENERGY STAR score Participants with previous experience in using Portfolio Manager are preferred

ndash PNNL will work with the participants to disaggregate building performance information using the two rating systems and help participants understand the meaning of the two tools together

ENERGY STAR Portfolio Manager Energy Asset Rating

26 I Energy Asset Rating Pilot Project eereenergygov

Pilot Participant Path Forward

bull Contact us (assetratingpnnlgov) with interest bull Sign up provide building name location contact info and identify level of

involvement bull Sign the partner agreement bull Receive data collection sheet and questionnaire bull Participate in a training webinar (April 2012) bull Receive the link to the tool and userrsquos guide (May 2012) bull Collect data and input into the tool (starting in May 2012) bull Provide feedback (by August 01 2012)

27 I Energy Asset Rating Pilot Project eereenergygov

Thank you

To become an energy asset rating partner or associate Contact us at assetratingpnnlgov

httpwww1eereenergygovbuildingscommercial_initiativeassetratinghtml

Nora Wang Pacific Northwest National Laboratory nawangpnnlgov

Cody Taylor US Department of Energy codytayloreedoegov

28 I Energy Asset Rating Pilot Project eereenergygov