Energy Savings Master Plan Discovery Wkshop Presentation

188
ENERGY SA VINGS MASTER PLAN PROGRAM : PARTNERING FOR SUSTAINABILITY Discovery Workshop Greenville, SC November 15, 2011

Transcript of Energy Savings Master Plan Discovery Wkshop Presentation

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ENERGY SAVINGS MASTER PLAN PROGRAM:

PARTNERING FOR SUSTAINABILITY

Discovery Workshop

Greenville, SCNovember 15, 2011

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Energy Savings Master Plan, Partnering for Sustainability 

2

 Agenda

• Welcome and Introductions

• Overview of the Energy Savings Master Plan Program• Overview of Duke Energy’s Energy Efficiency Programs

• SmartBuilding Advantage Program

• Benchmarking in Portfolio Manager 

• Sustainable Energy Management Plan: Tools & Resources• Lunch Break

• Energy Plan in Action

• Presenting Your Plan to Senior Management

• Summary and Q & A• Greening of Our Educational Fields

• Complete Evaluations

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ENERGY SAVINGS MASTER PLAN PROGRAM:

PARTNERING FOR SUSTAINABILITY

Welcome and Introductions

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ENERGY SAVINGS MASTER PLAN PROGRAM:

PARTNERING FOR SUSTAINABILITY

Overview of the Energy SavingsMaster Plan Program

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Energy Savings Master Plan, Partnering for Sustainability 

 ABOUT THE PROGRAM

The Energy Savings Master Plan Program is a partnership betweenDuke Energy, ICF International, and our institutional customers tohelp you establish and achieve your energy management goals.

The Program provides you with the tools, information and

assistance to...• develop an energy management team

• prepare an energy management plan

• effectively achieve and maintain long-term energy savings• integrate into strategic plans

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Energy Savings Master Plan, Partnering for Sustainability 

EDUCATION CUSTOMER BENEFITS

The support you need from start to finish• Expert assistance to develop/implement a Sustainable EnergyManagement Plan – savings potential of 10% or more

• Ongoing consultation – from senior management approval to

maintaining low- and no-cost energy-saving strategies• Partial funding for energy efficiency projects and assessments –

including access to Duke Energy’s rebate/incentive programs

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Energy Savings Master Plan, Partnering for Sustainability 

The Energy Savings Master Plan Program…

• Provides operations/facilities with a meaningful energy plan using lifecycle costs over a 5-10 year period – easily adds to strategic capitalplan.

• Integrates into green efforts and provides standard for your GreenTeams.

• Creates energy-efficient operations and reduces your environmentalimpact.

• Captures the attention of the administration because of the investment,energy savings, and ROI components.

• Provides a meaningful way to reach out to students, professors,teachers, administration, and the community.

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EDUCATION CUSTOMER BENEFITS

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Energy Savings Master Plan, Partnering for Sustainability 

FOUR STEPS TO YOUR SUCCESS

The Program uses a proven four-step model to help you establishand achieve your energy management goals.

1. Form an Energy Team

2. Participate in the Energy Savings Master Plan

Discovery Workshop3. Conduct a thorough On-site Energy Assessment

4. Follow up

Sustaina

ble

ENERGY

PLAN

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Energy Savings Master Plan, Partnering for Sustainability 

STEP 1 – FORM AN ENERGY TEAM

• Identify an executive sponsor.

• Form a steering committee.

• Identify a cross-functional team across the administration byincluding: facilities manager, chief engineer, maintenance staff,

finance, sustainability officer, purchasing, students, and workingwith other “green team” initiatives.

Sustaina

ble

ENERGY

PLAN

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Energy Savings Master Plan, Partnering for Sustainability 

STEP 2 – PARTICIPATE IN THE ENERGY SAVINGSMASTER PLAN DISCOVERY WORKSHOP 

• Learn more about the Energy Savings Master Plan Program.• Receive hands-on assistance to benchmark your facilities in EPA’s

Portfolio Manager tool.

• Review tools to assess your current energy program efforts.

• Discover the key components of a Sustainable Energy Management Plan.• Receive new ideas for developing your team’s Energy Plan based

on proven best practices.

• Network with your peers.

Sustaina

ble

ENERGY

PLAN

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Energy Savings Master Plan, Partnering for Sustainability 

STEP 3 – CONDUCT A THOROUGH ON-SITE ENERGY ASSESSMENT

Duke Energy offers two assessment options with varying levels of support to assist you along the way.

• Full Assistance Option

• Self Directed Option

Sustaina

ble

ENERGY

PLAN

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Energy Savings Master Plan, Partnering for Sustainability 

FULL ASSISTANCE OPTION

Discovery Workshop participants may formally apply for this option.Upon selection, participants will receive:

• A thorough on-site energy assessment (preliminary audit)

• Findings and recommendations to include no/low-cost projects

• Project recommendations that qualify for Duke Energy Smart $aver®Incentives

• Assistance with the Smart $aver Program application process.

The on-site assessment is partially funded by Duke Energy.

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Energy Savings Master Plan, Partnering for Sustainability 

FULL ASSISTANCE OPTION CONTINUED

This option gives you the opportunity to participate in our EnergySavings Master Plan Action Workshop.

• Receive assistance from Duke Energy program staff to prepare andfinalize your plan.

• Receive a detailed report on your facilities’ energy performance andenergy-saving opportunities.

• Use your results to finalize your Energy Plan.

• Gain additional insight from facilitators at this on-site session.

• Fine-tune your plan before sharing with senior administration.

 Action Workshop fee is $199 for one facility site visit.

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Energy Savings Master Plan, Partnering for Sustainability 

FULL ASSISTANCE OPTION CONTINUED

Participants* of the Action Workshop will also receive...

• Up to five (5) hours of direct support from an energy efficiencyconsultant, which may include:

• Follow-up support to assess Action Workshop progress

• Review of Energy Plan documents and assistance finalizing materials

•  Assistance with your senior administration presentation.

*Participant is defined as each institutional system

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Energy Savings Master Plan, Partnering for Sustainability 

SELF DIRECTED OPTION

Customers develop a Sustainable Energy Management Plan ontheir own or with their chosen third party – using the tools, resourcesand guidance obtained during the Discovery Workshop.

•Receive follow-up support from a Duke Energy Account Manager on an

ongoing basis.•Receive a preliminary audit under the guidelines of the Duke EnergyTechnical Assistance program.

Participants must apply directly for Duke Energy’s Smart $aver®incentives, which includes the energy audit.

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Energy Savings Master Plan, Partnering for Sustainability 

STEP 4 – FOLLOW UP

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Duke Energy Account Managers will follow up with allparticipants to...

• Discuss energy efficiency improvements

• Assess and track progress

• Ensure program satisfaction.

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ENERGY SAVINGS MASTER PLAN PROGRAM:

PARTNERING FOR SUSTAINABILITY

Overview of Duke Energy’s EnergyEfficiency Programs

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Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’s Energy Efficiency ProgramsEnergy Assessments

• Program offers three levels of Assessments: Online, Off-Site, On-siteSmart $aver ® Nonresidential Incentive Program – Prescriptive• Program offers defined incentives to nonresidential electric customers to help offset

incremental cost differences between standard and high-efficiency equipment

Smart $aver ®

Nonresidential Incentive Program – Custom*• Program offers customers financial assistance for projects involving morecomplicated or alternative technologies, or those measures which are not coveredby other prescriptive incentive offerings.

PowerShare®

• Program offers customer incentives for providing capacity in emergency andeconomic constrained times

*Custom Incentives not yet available in all states

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ® Incentive/Rebate ProgramsProject Eligibility (Prescriptive and Custom)1. Equipment has not already received an incentive

2. Application must be completed in full, with supporting documentation3. Payment is received after installation

Important Application Differences

Prescriptive Application1. Verify the equipment is on the List

2. Submit application after installation of eligible equipment

3. Applications due 60 days after projectcompletion

4. A sample of all applications are verifiedafter installation

Custom Application1. Apply before project initiation

2. Wait for approval before installation (atleast 1 month) and issuance of PO

3. A high percentage are verified

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Energy Savings Master Plan, Partnering for Sustainability 

PowerShare®

• PowerShare® is Duke Energy’s brand name for its Demand

Response programDemand Response offers customers an incentive to curtail energy load duringperiods of high demand

• Program offers differ slightly in Midwest vs. Southeast, but principles are the same

• Credits are paid for load curtailment•  Advance notice is provided

• Events can be Emergency (due to capacity constraints) or Economic (due tocapacity constraints & economical viability)

• Menu of program options allow you to choose the preference that best fits your 

company’s operations

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SmartBuilding Advantage℠

Tom Fenimore

New Product Development Manager

November 

15, 

2011

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Today’s Agenda

Building Energy Use

SmartBuilding Advantage OverviewCase Studies

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The commercial real estate industry 

spends $24 billion on energy every 

year and contributes nearly 20% of  

U.S. greenhouse

 gas

 emissions.

 

The healthcare industry spends $5

billion on

 energy

 every

 year

 and

 

contributes 2 ½ times more in greenhouse

gas emissions than commercial buildings. 

Buildings use 39% of  all source 

energy in

 the

 U.S.

‐‐industry

 and

 

transportation comprise the 

remaining 61%. 

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Market Size ‐ Existing Buildings

Existing buildings: 4.8 million

Floor space: 72 billion sq. ft.Floor space perbuilding:

Mean: 14,700 sq. ft.Median: 5,000 sq. ft.

Energy consumed: 6.5 trillion Btus

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How Energy is Consumed in Buildings

HVAC 40%

Lights 28%

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The Market Need

Lots of  energy wasted today; commercial buildings spend 30% of  their 

operating 

budget 

on 

energy‐

related 

expenses Lack of  either expertise, time, and/or money to more strategically

manage their energy

• Information is bombarding decision makers—vendors, consultants, trade

 associations,

 software

 companies

 

• There is a need for a trusted partner to cut through the “noise”  – help 

choose the right solutions and facilitate implementation

• Smart 

grid 

grid 

modernization 

is 

looming 

and 

businesses 

want 

to 

take 

advantage of  its promise

SmartBuilding Advantage addresses gaps in the market for energy management

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Customer Agreement

Interval  Metering & 

Energy Usage Data

Initial Onsite Assessment

Energy Conservation Measure Scope

Smart $aver®Incentive 

Determination

Implementation 

Phase

Investment Grade Assessment

Performance Verification

SmartBuilding

Advantage℠

Regulated

Unregulated

SmartBuilding  Advantage℠

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Retro-commissioningNew Baseline

Original Design Efficiency

Without Control,

Efficiency

Declines

Baseline for Current Operation

Initial & Continuous

Commissioning

High Performance Operations

Energy Savings (Avoided kW and kWh costs) are measurable and verifiable.

Behavioral changes, real time pr icing, etc.

Steps to an Optimized Facility

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Hospital

College Sports ComplexOffice Campus

Office Tower

Four Pilot Participants - 2010

Development began

 in

 2009.

 The

 goal

 was

 to

 develop

 a business

 case

 

around customers’ use of  energy information and controls to enhance 

energy efficiency

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Projected Customer Cost: $156,000

Projected Annual Customer Savings  $49,500 electric 

15% of 

 Electricity

 Expense

583,000 kWh

Years to Customer Payback: 3.2

Energy Conservation

 Measures:

Controls upgrade

Wireless Thermostats

HVAC optimization

Smart Grid enabled metering

Status  – Complete. Performance Verification underway.

“This allowed us to test some things that we would not have on our own. (And it allowed us)to get closer to Smart Grid solutions.” 

Office Tower 

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Electric demand profiles before and after retrofit.  Off  peak demand has dropped around 100kW.  Overall energy savings is meeting the goal of  15%.

Office Tower - Results

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Customer Cost: $270,000

Projected Annual Customer Savings  $110,000 

44% of 

 Electrical

 Expenses

1.5 MWh/59 kW

Years to Customer Payback: 2.5

Energy Conservation

 Measures:

HVAC upgrades

Controls upgrade

Demand response ventilation 

Lighting

 

controls Smart Grid enabled metering

Status  – Complete. Performance Verification underway.

“We are learning how to take a broader look at what we can do and what the impact can be. The (SmartBuilding  Advantage℠)

program is also accelerating what we do and expanding what we consider.” 

College Sports Complex

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Electric demand profiles before and after retrofit.  Demand has reduced by about 50 kW 

(25%) both on and off  peak.  Project is on track to achieve estimated savings. 

College Sports Complex - Results

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“Duke’s external high quality program team is good support for us. It adds resources that we do not have ourselves. This (also)brings an outside source that has credibil ity to the table.” 

Projected Customer Cost: $80,000

Projected Annual Customer Savings 

$309,000 

21% of  Electrical Expense

5.5 MWh/509 kW

Years to Customer Payback: 0.26

Energy Conservation

 Measures:

Test lab HVAC control Fans

Scheduling equipment

Chilled water reset

De‐lamping

Smart Grid enabled metering

Status  – Complete. Performance Verification underway.

Office – Data Intensive

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Customer Cost: $1,600,000

Projected Annual Customer Savings  $393,000 (gas and electric) 39% of  Electrical Expense

4.6 Million

 kWh

Years to Customer Payback: 3.8

Energy Conservation Measures: HVAC upgrades

VFD’s Chiller Strategy

Controls upgrade Lighting control Smart Grid enabled metering

Status  – In implementation with a grant of  $500K from NC DOE 

included to offset costs. Completion end of  2011.

“ Our people said Duke nailed it. We looked 

at the report and were impressed. The real value in this was the engineering analysis – the incentive was critical for approval, but the engineering was very important.” 

Hospital

Wh D k E ?

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Vendor and equipment neutral

High-performance building expertise

Licensed Professional Engineers

Duke Energy Smart $aver incentives

 Assistance in implementation of EnergyConservation Measures

Marketing and public relations assistance

Performance Measurement & Verification

Why Duke Energy?

SmartBuilding  Advantage℠

C i V l

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Save 20% on electric energy spend, on average

Reduce dependence on new revenue stream generation

Improve productivity in a building operations

Compliance with industry codes and standards

Build employee and community energy efficiency awareness

 Achieve recognition for meeting sustainability and green goals

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SmartBuilding  Advantage℠

Creating Value

C t R i t

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Participants should meet the following criteria:

Commercial or Institutional building owner that is “Opted In” Committed to investing in Energy Efficiency projects; motivated to be

green (ENERGY STAR, LEED are examples but not requirements)

Be comfortable with a simple payback of 2 - 5 years

Have aggregate space greater than 100,000 square feet

Use more than 2.5 million kWh per year 

If a client doesn’t meet the building type or size requirements, then our Smart $aver standard Assessments and Prescriptive Incentives are thepath to consider.

SmartBuilding  Advantage℠

Customer Requirements

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Thank You.

Questions?

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ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY

Benchmarking in Portfolio Manager 

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Energy Savings Master Plan, Partnering for Sustainability 

What is Portfolio Manager 

• Free, web-based tool for benchmarking existing buildings• Provides benchmarks for all commercial buildings, including:

• ENERGY STAR energy performance score (1 to 100) for 

eligible buildings, and• Normalized energy use intensities (EUI) for all buildings

• Facilitates applications for ENERGY STAR Label and Leaders

recognition

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Energy Savings Master Plan, Partnering for Sustainability 

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• 1 to 100 score for existing commercial buildings

• 50 = national average• 75 = qualification for ENERGY STAR Label• Normalizes for weather, operating hours, occupant

density, plug load

• Developed based on national survey of commercialbuildings• Commercial Building Energy Consumption Survey (CBECS)

is updated every 3 to 4 years• Performance of buildings added to Portfolio Manager does

not change the rating scale

What is EPA’s Energy Performance Rating Scale

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Energy Savings Master Plan, Partnering for Sustainability 

Portfolio Manager: Widely Used Benchmarking Tool

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

110,000

100,000

90,000

80,000

70.000

60,000

50,000

40,000

30,000

20,000

10,000

0

Commercial Buildings Rated - Cumulative

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

110,000

100,000

90,000

80,000

70.000

60,000

50,000

40,000

30,000

20,000

10,000

0

Commercial Buildings Rated - Cumulative

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Energy Savings Master Plan, Partnering for Sustainability 

Labeling Activity Continues to Increase

ENERGY STAR Labeled Buildings - Cumulative

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

9,0008,000

7.000

6,000

5,0004,000

3,000

2,000

1,000

0

ENERGY STAR Labeled Buildings - Cumulative

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

9,0008,000

7.000

6,000

5,0004,000

3,000

2,000

1,000

0

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Energy Savings Master Plan, Partnering for Sustainability 

Is 60 MPG high or low foran automobile?

Answer: CommonKnowledge

How does Portfolio Manager measure building energyperformance?

Answer: ????

Is 110 kBtu/sf/year high orlow for a dormitory?

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Energy Savings Master Plan, Partnering for Sustainability 

Fuel Efficiency:

MPG 

Comparative Metrics

Building

Performance:1 to 100 Score 

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S S

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Energy Savings Master Plan, Partnering for Sustainability 

U.S. EPA Energy Performance Rating System

Building Energy UseHighest Lowest

1001 25 50 75Benchmark Score

The system overlays a 1 to 100 scaleover national data, which givesrelative meaning to energy use.

   N  u  m   b  e  r  o

   f   B  u   i   l   d   i  n  g  s

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Energy Savings Master Plan, Partnering for Sustainability 

Medical Offices Office Buildings

Hospitals

Warehouses

Dormitories

Supermarkets

Courthouses

K-12 Schools

Bank/FinancialInstitutions

Hotels

Wastewater

Treatment Plants

Retail Stores

ENERGY STAR Score Eligible Building Types

Houses ofWorship

Data Centers

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Energy Savings Master Plan, Partnering for Sustainability 

User Friendly Inputs

 A) General: Address, Year built, Gross floor area

B) Energy Consumption: 12 consecutive months for each source

C) Space Type Data (Industry Specific): 

For Office Space: 

Occupancy

Number of PCsHours of operation

% Heated and Cooled

Dormitory/ResidenceSpace:

Number of rooms

% Heated and Cooled

K-12 School Space:

Open on weekends

% Heated and CooledNumber of PCsPresence of cooking

High school Y/N?

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Energy Savings Master Plan, Partnering for Sustainability 

Portfolio Manager 

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Energy Savings Master Plan, Partnering for Sustainability 

Two benchmarking paths

• EPA energy performance rating system 1 to 100 score

• Requires 12 months of energy use and key building specific datapoints

•  Available for many building types (K-12 schools, offices, dormitories)

• Normalizes for variations in operations and weather • Score of 75 qualifies a building for the ENERGY STAR label

• Energy Use Intensity (EUI)• Requires 12 months of energy use and no building specific data

points•  Available for any building (Libraries, gyms, stadiums, cafeteria)

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Energy Savings Master Plan, Partnering for Sustainability 

Valuable for  ALL Commercial Buildings

• Track water use, emissions,and energy intensity

• Compare to national averageenergy intensity for a buildingtype

• Such as:• Libraries

• Stadiums and Arenas

• Cafeteria• Maintenance facilities

• Gym

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Energy Savings Master Plan, Partnering for Sustainability 

Identify Best Opportunities for Improvements

• Identify under-performing buildings to target for energy efficiencyimprovements.

• Conduct low cost “pre-audits” of building energy use• Compare like buildings to one another (e.g. dining halls to other dining

halls)

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Energy Savings Master Plan, Partnering for Sustainability 

1 10050

Invest  Adjust Maintain

Energy Performance Rating

25

 AdjustInvest    L   e   v   e    l

    o    f    F   o   c   u   s

Receive Your Energy Performance Score

O&MO&MInvest MaintainInvest

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Energy Savings Master Plan, Partnering for Sustainability 

Portfolio Manager Campus Feature

• Used for higher education

• Enables association of multiple facilities with a single campus• Provides benchmarking metrics at the campus level

• Campus GHG Emissions

• Campus weather normalized Energy Use Intensity (EUI)• Individual facilities associated with a campus can receive an

ENERGY STAR score and label

• Entire campuses cannot receive a score or label

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gy g , g y

Example: Residence Hall / Dormitory SpaceType Definition

• Facility space used for educational institutions or military facilitiesthat offer multiple accommodations for long-term residents.

• Total gross floor area includes all supporting functions such as

food service facilities, laundry facilities, meeting spaces, exerciserooms, health club/spas, lobbies, elevator shafts, storage areasstairways, etc.

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gy g g y

Inputs

• Gross floor area

• Number of rooms• Percent of gross floor area that is air conditioned

• Percent of gross floor area that is heated

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Example: Office Space Type Definition

• Facility spaces used for administrative purposes, general office,and, professional.

• Total gross floor area includes all supporting functions such asstaff kitchens, lobbies, atria, conference rooms, auditoria, staff 

fitness areas, storage areas, stairways, elevator shafts, etc.

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Office Building Eligibility Requirements

• Building must be at least 5,000 SF

• More than 50% of the building space must be classified as “office”• No more than 10% of the building space can be classified as

“Other”

•  At least 30 operating hours per week•  At least 1 worker on main shift, with at least 1 PC

• Occupied and in operation for the past 12 months

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Inputs

• Gross floor area

• Weekly operating hours• Number of workers on main shift

• Number of personal computers

• Percent of gross floor area that is air conditioned• Percent of gross floor area that is heated

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K-12 Eligibility Requirements

• Used as a school building for Kindergarten through 12th grade

students• Does NOT include college or university classroom facilities or 

vocation, technical, or trade schools.

• Total gross floor area should include all supporting functions• Examples: administrative space, conference rooms, kitchens usedby staff, lobbies, cafeterias, gyms, auditorium, lab classrooms,portable classrooms, greenhouses, stairways, sheds, storage areas

• Building must be at least 5,000 SF• To apply for the ENERGY STAR label, building must operate for 

at least 8 months of the year 

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K-12 Inputs

• Gross floor area

• Is this building normally open at all on the weekends?• Number of personal computers

• Number of walk-in refrigeration/ freezer units

• Presence of cooking facilities• Percent of gross floor area that is air conditioned

• Percent of gross floor area that is heated

• Is this building a high school (teaching grades 10, 11, and/or 12)?

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Example: Other Space Type

• Other may be used to designate any space that cannot receive a1 to 100 score

• Could include dining hall, parking garage, stadium, gym,classroom, laboratory, maintenance facility, etc.

• Inputs:• Gross floor area

• Weekly operating hours

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PARTNERING FOR SUSTAINABILITY

Sustainable Energy Management Plan:Tools & Resources to Assist in

Developing Your Plan

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Why Prepare an Energy Plan?

• Develop Energy Management Best Practices• Manage Energy Use and Costs

• Reduce Environmental Carbon Footprint

• Improve Building Performance• Maintain Building Performance Long Term

• Other Benefits

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Education Energy Management Best Practices

• Commitment from senior administrators

• Clearly defined energy savings goals• Communication of the goals to all organizational levels & students

•  Assignment of responsibility and accountability at the proper level

• Sub-metering to assessing energy performance and monitoringover time

• Continuous identification of savings opportunities

•  Adoption of project investment criteria reflecting project risks andreturns

• Provision for public recognition and reward for achieving the goals

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Create an Energy Plan

• Make Commitment

• Form your energy team•  Assess Performance & Set Goals

• Collect and evaluate data•  Assess current practices and policies

• Inventory current building equipment• Create & Implement Plan• Evaluate Progress

• Continue to update over time• Recognize Achievements

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Form your Energy Team

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Form your Energy Team (cont’d.)

 Additional Energy Team Members

• Students

• Professors

• Information Technology• Human Resources

• Contractors, Vendors, & Service Providers

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ENERGY STAR

Teaming Up to Save Energy

Guidebook

Create Your EnergyTeam

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 Assess Performance

•  Assess Energy Performance

• Benchmark in the ENERGY STAR Portfolio Manager tool

•  Assess Current Energy Management Program• Guidelines for Energy Management

• Energy Program Assessment Matrix• Facility Energy Assessment Matrix

•  Assess Current Energy Management Policies and Practices• Purchasing and Procurement• Best Practices Tip Sheet

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ENERGY STAR Guidelines for Energy Management

• Proven Strategy

• Based on successful practices of ENERGY STAR Partners

• Provides tools and resources at

each stage• Online Resource

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Establish Energy Plan Goals

• Use the SMART criteria for establishing goals

• Specific• Measureable

• Achievable

• Realistic• Time Bound

• Set a short and long term energy performance goal

• Example: Reduce Energy Use by 20% by 2015 comparedto 2005 baseline

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Energy Plan Components• Executive Summary• Vision Statement

• Business Proposition• Goals & Objectives• Specific Actions with Staff Assignments

• Timeframe• Specific Areas that Goals Should Address:• Energy & Water Efficiency Options - Cost & Savings Evaluations• Operations & Maintenance Procedures

• Product and Equipment Purchasing• New Construction/Renovations• Outreach & Training

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Executive Summary

• Current Energy Performance (Costs and Consumption)

• Multi year look (5 - 10 years)• Brief description of facility/campus

• Summarize strategies

• Goals of plan (example)20% reduction by 2015

30% reduction by 2020

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Energy Management Vision

• “For more than half a century, XXX University has championedsustainable practices and technologies, demonstrating that a

sustainable approach to campus facilities makes good business senseand creates genuinely better places for people. That commitment hastranslated into significant cost savings and more productiveenvironments for students, professors, and administrators, and more

valuable properties for investors and a healthier planet for everyone.”• “By aggregating and sharing our expertise in “green” building policies,processes and procedures, we can make a tangible impact onimproving energy efficiency, reducing greenhouse gas emissions and

slowing climate change. We can work with our university community tomake our facilities greener, save money, and contribute to the growingbattle against climate change.”

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Business Proposition

• Cost Reduction• Ex: 10% reduction in energy-related operating costs over 3 years

• Comfort• Not adversely impacted by energy management - and oftentimes is improved!

• Enhanced Reputation in the Community Through EnvironmentalStewardship

• Compliance with Legislative Mandates• Many state and local jurisdictions beginning to mandate the benchmarking and

disclosure of energy performance

• Enhances campus community environment• Students and faculty can feel good about being a part of our green campus

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ENERGY STAR Cash Flow Opportunity Calculator 

• Excel workbook designed to help answer three questions• How much new energy efficiency equipment can be purchased fromanticipated savings?

• Should this equipment purchase be financed now or is it better to

wait and use cash from a future budget?• Is money being lost by waiting for a lower interest rate?

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Funding Opportunities

• Duke Energy Smart $aver Incentives

• http://www.duke-energy.com/south-carolina-large-business/energy-efficiency/sclb-energy-efficiency-programs.asp• http://www.duke-energy.com/north-carolina-large-business/energy-

efficiency/nclb-energy-efficiency-programs.asp

•  ARRA Funding• DSIRE Database www.dsireusa.org/incentives• Federal Tax Deductions www.energytaxincentives.org• State and Local Government Funding

www.epa.gov/cleanenergy/energy-programs/state-and-local/recovery.html

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Objectives and Actions

• Establish a list of objectives that your plan will accomplish

• Create a list of actions for each objective•  Assign roles & responsibilities

•  Assign timeline

• Include things that have already been implemented

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• Complete ENERGY STAR Assessment Tools• Draft an energy plan

• Present to senior administration for approval

• Communicate the plan to key decision makers to ensure the planis incorporated into business practices

•  Assign “Director of Energy” responsibilities

• Establish a Green Team and assign responsibilities

Objective: Establish an internal framework to supportthe commitment to energy management.

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Obj i E bli h f i i

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Objective: Establish a process for monitoring energyperformance and recognizing achievements.

• Benchmark in ENERGY STAR• Update Portfolio Manager data on a monthly basis

• Identify metrics to report to senior management

• Identify means for reporting metrics to employees

•  Apply for external recognition. Develop internal recognition

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O f

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Objective: Improve ability to monitor energy performance

• ENERGY STAR Guide: Submetering Energy Use in Colleges and

Universities• Reviews benefits from business, engineering, and managementperspective

• Covers barriers and potential solutions

• Case studies and lessons learned

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S b t i L R h U i it C St d

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Submetering Large Research University Case Study

• Lessons learned

• If project capital is tight, contract with vendor for data collection andposting to web site. Vendor will charge monthly service fee andreduce up front costs.

• Where possible, install steam meters on high pressure lines. Smaller 

pipe diameter reduces costs.• Benefits

• Helped size loads for new buildings

•Verify the accuracy of utility meters

• Helped determine whether to expand electrical service based ondemand measured in similar facilities

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Obj ti Id tif d i l t f

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Objective: Identify and implement energy performanceimprovement projects.

• Work with Duke Energy to conduct an energy assessment if notalready completed.

• Review energy assessment results and determinerecommendations that should be integrated into the energy plan.

• Establish an annual process for conducting energy assessments.• Establish a continual process for identifying improvement projects.

• Work with Duke Energy to identify incentive opportunities.

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B ildi U d M l

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Building Upgrade Manual

• Recommissioning

• Lighting

• Supplemental Load

Reductions

•  Air Distribution Systems

• Heating & Cooling Upgrades

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Objective: Adopt policies and/or guidance on incorporating

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Objective: Adopt policies and/or guidance on incorporatingenergy efficiency into new building design and/or renovation.

• Identify architect and design consultants that have experience indesigning energy-efficient buildings.

• Establish a commitment to integrating energy efficiency into newbuilding design and/or renovation projects.

• Set performance targets.• Incorporate energy efficiency into design decisions.

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Objective: Implement best practices in O&M

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Objective: Implement best practices in O&M

• Conduct a review/inventory of current operational controls and

settings.• Establish guidelines for temperature set points.

• Develop operational changes and guidelines for specific areas.

•Train appropriate staff to carry out operational changes.

• Conduct a review of maintenance procedures and expand asnecessary.

• Document current O&M procedures for all equipment and develop

checklists to ensure staff complete tasks.• Establish lighting guidelines.

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Objective: Establish energy efficiency guidelines and

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Objective: Establish energy efficiency guidelines andstandards for products and equipment.

• Integrate energy efficiency standards into purchasing andprocurement policies.

• Purchase ENERGY STAR qualified products whereavailable/feasible.

• Enable power-down features on computer monitors and PCs.• For products not covered by ENERGY STAR, inquire about the

energy performance of product models relative to other models/brands and factor energy use into decision making.

• Identify report opportunities by working with Duke Energy.

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ENERGY STAR Qualified ProductsSave 75% energy

in “off” mode

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• Review your procurement policies.

• ENERGY STAR qualified products:• 25-50% less energy

• Same quality

• Reduced air pollution• Significant return on investment

• Extended product life

• Decreased maintenance

ENERGY STAR Qualified Products in off mode

$90/year

$10/yearLife 10x

Energy Savings Master Plan, Partnering for Sustainability 

Purchasing and Procurement Resources

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Purchasing and Procurement Resources

• ENERGY STAR qualified products:

• Office Equipment and Electronics• Commercial Cooking Equipment

• Key product criteria

• Drop-in procurement language• Savings calculators

• Online trainingCalculateSavings

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Energy Savings Master Plan, Partnering for Sustainability 

Low Carbon IT Challenge

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Low Carbon IT Challenge

• Recognizes organizations for reducing

energy used by computers and monitors

•  Activate power management features inmonitors and computers

• ENERGY STAR offers free technicalassistance and trainings

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Energy Savings Master Plan, Partnering for Sustainability 

Objective: Develop a communications plan to raise awareness

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Objective: Develop a communications plan to raise awarenessin the community through communications activities.

• Identify at least one ENERGY STAR National Campaign toleverage to raise awareness.

•  Annually hold energy events on Earth Day (April 22) and Energy Awareness Month (October).

• Provide energy savings tips for home and work.

• Identify other communications strategies to raise awareness.

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Energy Savings Master Plan, Partnering for Sustainability 

Case Study: University of North Carolina Chapel Hill

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Case Study: University of North Carolina, Chapel Hill• 10 story, 200,000 square foot

residence hall constructed in

1965. Houses 800 students.• ENERGY STAR National

Building Competition Winner 

• Saved $250K on energy bills• Campus has energymanagement team, energyuse policy, and a conservation

measure program.• $1.72 million in avoided costs

since August 2009.

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Energy Savings Master Plan, Partnering for Sustainability 

ENERGY STAR Resources

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ENERGY STAR Resources

• The ENERGY STAR Challenge

• Student Activity Guide• Bring Your Green to Work

• ENERGY STAR at Home

• Change the World, Start with ENERGY STAR• Earth Day

• Energy Awareness Month

•Campus Initiatives and Campaigns

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Energy Savings Master Plan, Partnering for Sustainability 

Engage Students

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Engage Students

• Student Activity Guide covers…

•  Activities to get individual students involved in energy saving•  Activities to get campus groups involved

• Ideas that require support from top school administrators

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Energy Savings Master Plan, Partnering for Sustainability 

Engage Employees

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4-minute video

Interactive cubicle

Energy quiz

Publications

Green Teamchecklist

Fast Facts

…and more!

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Bring Your Green to Work

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Energy Savings Master Plan, Partnering for Sustainability 

Host Energy Efficiency Events

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Energy Savings Master Plan, Partnering for Sustainability 

Event Ideas

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Energy Savings Master Plan, Partnering for Sustainability 

Objective: Train employees on energy saving practices

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j p y gy g pthat they need to adopt in daily responsibilities.

• Integrate energy efficiency into trainings for building staff.• Work with HR to integrate training into other applicable employeetrainings, such as new hire trainings.

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Energy Savings Master Plan, Partnering for Sustainability 

Online Training

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• Best Practices

•Purchasing and Procurement

• PC Power Management

• Benchmarking

• Effectively Communicating Achievements

Often 60 to 90 minutes 

Alternating times to accommodate partner schedules 

Reserve room for energy team  Register online Pre-recorded 

sessions 

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Energy Savings Master Plan, Partnering for Sustainability 

Other Elements of Sustainable Energy Planning

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gy g

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Charlotte Mecklenburg SchoolsAuxiliary Services Division

• ±175 Schools

CMS Profile

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• 659 plus buildings

• 1,238 mobile units• 21,100,000 sf of space

• 4,892 Acres

Building Services Mission

Mission and Purpose

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Building Services MissionTo provide excellent educational facilities for

all stakeholders that are safe, clean, wellmaintained and environmentally secure

CMS Energy Management Purpose “To minimize CMS energy consumption,greenhouse gas emissions and utility 

expenditures through implementation of energy 

conservations measures throughout the district” 

• 2010 – 2011 School yearU d 206 Milli KWH f l t i it

Energy Stats

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 – Used 206 Million KWH of electricity – Used 3.38 Million Therms of Nat Gas

 – Over 1,450 utility accounts

• 2010 – 2011 Utility Budget excess of24 million dollars

• The district spends almost $3,000 perhour on utilities (24/7/365).

• 2.0 dedicated energy managementstaff

Strategic Plan 2014

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Energy Management is thecornerstone of our EnvironmentalManagement System (EMS)

Key Strategies and Tactics

Each focus area in Strategic Plan 2014: Teaching Our Way to the Top issupported by key strategies and tactics.

Below are listed the key strategy and supporting tactics for Focus Area Five:

Environmental Stewardship.

Key Strategy 5.1.1: Engage all stakeholders in Conservation of Resources.

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Tactics: 

5.1.1.1 Engage students and staff in environmental stewardship. 5.1.1.2  Implement a district-wide Environmental Management System that follows the

structure of ISO-14001 standards and passes a North Carolina equivalency audit. 5.1.1.3  Earn the following state-awarded designations: Rising Steward by 2011;

Environmental Steward by 2014. 5.1.1.4  Reduce electricity usage per square foot. 5.1.1.5  Reduce natural gas usage per square foot. 5.1.1.6  Reduce water usage per student.

5.1.1.7  Identify, pursue and secure supplemental alternative funding strategies forimproving environmental performance measures. 5.1.1.8  Reduce total waste stream. 5.1.1.9  Reduce fuel consumption per mile for CMS fleet and equipment. 5.1.1.10  Reduce vehicle and equipment emissions. 5.1.1.11 Implement a sustainable-development program that uses high-performance

standards for buildings.

5.1.1.12  Implement an environmentally sustainable purchasing program.

• Reduced our KBTU/Sq. ft by 13.5% over thelast 3 years (59.96 – 51.83).

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last 3 years (59.96 51.83).

 – With accounting for sq-ft change and rate

adjustments, CMS cost avoided in excess of 10million dollars over the last 3 years.

• Energy Star Partner

• 53 schools labeled totaling over 5.6 million

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sq-ft. (2 more school currently in process)

• Received recognition as a Leader for 10 %Energy Reduction

Do you have buy-in?• Executive Staff (Superintendent

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Executive Staff (Superintendentand/or the Board)

• Maintenance Departments• Principals and Staff

• Students

• Community

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Save Energy

• Rebates and Incentives

  – Duke Energy (in excess of)$350,000

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Money is Available

  – Piedmont Natural Gas $25,000

  – Electricity (Town of Huntersville) $7,670  – Matching block grant T12 toT8 $200,000

  – Solar hot water grant $24,716

• CMS uses a software called Utility

Manager Pro to input all our utilityinformation 3 of our biggest providers

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information. 3 of our biggest providersprovide electronic files of this information

(no manual keying).• CMS then uploads this information to

Energy Star’s portfolio manager to obtain

our rating.

You Cannot Measure what

you do not Track

• Every month we look at several reports (printvia PDF)

 – Usage report – year to date & monthly• Look for variances and inspect high users

• Budget reports

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Budget reports – Track actual costs versus estimates

• Perform Measurement and Verificationactivities on maintenance projects – Why do this ??? You want to inform your staff

that the work they are doing is making a

difference (saving jobs, costs, etc…). Positivere-enforcement!

• Since the Energy Management groupis small and budgets are tight, we use

other staff to aid in the efforts, theseinclude:

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Be a Champion for TheseGroups

 – Senior Portfolio Managers

 – Engineers – Maintenance staff – Custodial Staff – Energy Coordinators - Site base school

staff – Students / Visitors also play a major role

• All new schools have dual switching with in board / outboard control of lights (since about 2001).

Lights

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• The last several years we have been installing a3rd switch, row by the windows (day lighting).

• We have been installing photo eyes on atriumlights

• Converting T12 to T8 (bulbs and ballasts)

• Gyms we have started removing Metal Halideand going back with T5 fixtures or T8.

• Using rebates and grants to offset energy

payback on the last 3 items.

Real time metering

At many of our schools CMS haspulse meters and we are able totrack real time consumption via

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track real time consumption viaour EMS systems.

The graph to the left is of theSummer 2009 - KWH use per dayat our Military Magnet school.

We were in 4 day work weekmode and had our SummerEnergy Management plan in

place.

Energy Management SystemsSimple Strategies (low costs/no cost)

• CMS has implemented simple energyt t i t li i t h t h th

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strategies to eliminate re-heat when the

outside air temperature is above 80 degrees• Schedule Optimization

• After hours checking

• Due diligence and follow-up withmaintenance staff, teachers, community use,etc…

• Solar Hot water projects 2 schools – Metro is up and running and JV

Future for CMS

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p gWasham is in construction

• Goal to get our Energy Star portfolioto a 75 average – its currently at 69.

• Exterior Wall packs to LED orinduction.

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131

Q & A

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132

ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY

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Presenting Your Plan to Senior 

Management

Energy Savings Master Plan, Partnering for Sustainability 

Energy Savings Master Plan Agenda1. Overview of Duke Energy’s Energy Savings Master Plan

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gy gy gProgram

2. Why Manage Energy?― Benefits of an Energy Management Plan

3. Energy Assessment Results

4. Draft Energy Plan

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Energy Savings Master Plan, Partnering for Sustainability 

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Overview of Duke Energy’s EnergySavings Master Plan Program

Energy Savings Master Plan, Partnering for Sustainability 

ESMP Program Objectives

• Help Duke Energy’s education customers achieve fast

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Help Duke Energy s education customers achieve fast

and sustainable savings• Leverage Duke’s energy efficiency programs such asSmart Saver for helpful incentives

• Monitor and verify performance improvements via theENERGY STAR® benchmarking tool

• Document success stories to be used with a broader audience

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Energy Savings Master Plan, Partnering for Sustainability 

•  A partnership between Duke Energy and its education customersto help them reach their sustainability goals and objectives

What is the Program?

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p y g jthrough the development of a Sustainable Energy Management

Plan…start to finish.

• A four-legged stool – all with experience in helpingcommercial real estate owners and operators to identify and

resolve energy issues:• Education Customer 

• Duke Energy

•ICF International

• Engineering Firms

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Energy Savings Master Plan, Partnering for Sustainability 

What is the Program process?

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Energy Savings Master Plan, Partnering for Sustainability 

Duke Program Benefits

• Potential to save 10%+ in energy costs above baseline

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• Potential to save 10%+ in energy costs above baseline

• Assistance with Energy Plan preparation• Assistance in presenting plan to senior management

• Expertise of Duke Energy, ICF, local engineering firms,and ENERGY STAR

• Networking with higher education peers

• Minimal cost

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Energy Savings Master Plan, Partnering for Sustainability 

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Why Manage Energy?

Energy Savings Master Plan, Partnering for Sustainability 

Why Start with Energy?

• Energy is largest subset of a facility’s

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• Energy is largest subset of a facility s

environmental footprint

• Energy efficiency provides financial returns

• Use energy savings to implement other green

features

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Energy Savings Master Plan, Partnering for Sustainability 

Energy is the First Step to Going Green

• Highly visible strategy for going green.

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g y gy g g g

• Energy saving activities directly involve everydaybehaviors:

• Turn off lights, power down computers, use blinds,recommend ideas related to their jobs, etc.

• Energy efficiency is an investment in green that can giveback green

•Educate students, faculty, and employees to reduceenergy at work and at home.

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Energy Savings Master Plan, Partnering for Sustainability 

Benefits of a Sustainable Energy Management Plan

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• Provides a plan for continuous improvement in energy

performance over time

• Demonstrates environmental stewardship & leadership

• Demonstrates financial responsibility

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Energy Savings Master Plan, Partnering for Sustainability 

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Energy Assessment Results

Energy Performance

Energy Assessment

Energy Savings Master Plan, Partnering for Sustainability 

Is 60 MPG high or low for

How does Portfolio Manager measure building energyperformance?

Is 110 kBtu/sf/year high or

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Is 60 MPG high or low for

an automobile?

Answer: CommonKnowledge Answer: ????

Is 110 kBtu/sf/year high or

low for a dormitory?

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Energy Savings Master Plan, Partnering for Sustainability 

Comparative Metrics

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Fuel Efficiency:

MPG 

BuildingPerformance:

1 to 100 Score 

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Energy Savings Master Plan, Partnering for Sustainability 

U.S. EPA Energy Performance Rating System

The system overlays a 1 to 100 scale

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Building Energy UseHighest Lowest1001 25 50 75Benchmark Score

y yover national data, which gives

relative meaning to energy use.

   N  u  m   b  e

  r  o   f   B  u   i   l   d   i  n

  g  s

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Energy Savings Master Plan, Partnering for Sustainability 

   s

Interpret Your Energy Performance Score

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1 10050

Invest Adjust Maintain

Energy Performance Rating

25

 AdjustInvest

    L   e   v   e    l    o    f    F   o

   c   u

O&MO&M

Invest MaintainInvest

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Energy Savings Master Plan, Partnering for Sustainability 

Your Campus’/ School’s Energy Performance Score

12 Month PeriodEnding

EnergyScore

Source EUI Energy Spend

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Ending Score

$X million

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Energy Savings Master Plan, Partnering for Sustainability 

Potential Financial Impact of X% Reduction Goal12 Month PeriodEnding

%reduction*

EnergyScore

Estimated Cost Savings

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Ending reduction Score

*Percent reduction compared to FY20XX

**Assumes no SF increases and energy rates remain the same

Cumulative Savings: $X million

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Energy Savings Master Plan, Partnering for Sustainability 

Financial Impact (Examples)• Energy Costs Have Increased

• 2006: $X million

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• 2006: $X million

• 2007: $X million• 2008: $X million

• 2009: $X million

• Measures have resulted in more efficient use of energy.• Ex: Lighting retrofit in 20xx

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Energy Savings Master Plan, Partnering for Sustainability 

Costs Avoided (Examples)• What if your EUI was the same every year as it was in 20XX?

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• Energy spend would have been:

• $X more in 20xx

• $X million more in 20xx

• Total: $X million more in energy costs

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Energy Savings Master Plan, Partnering for Sustainability 

Energy Assessment

Project Description

Elec Savings

(kWh)

NG Savings

(MMBtu)

Annual Cost

Savings ($)

Total Installed

Cost ($)

Potential

Incentive ($)

NET Installed

Cost ($)

NET SPB

(Yrs)

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Project Description (kWh) (MMBtu) Savings ($) Cost ($) Incentive ($) Cost ($) (Yrs)

Implement Energy Management System 596,111 2,100 52,094$ 135,500$ 20,000$ 115,500$ 2.22 Lighting Improvements 452,952 - 23,975$ 131,250$ 9,900$ 121,350$ 5.06 HVAC System and Controls Improvements 5,952,505 10,782 419,574$ 1,768,750$ 176,875$ 1,591,875$ 3.79 Steam System Improvements 121,107 16,231 163,701$ 631,250$ 63,125$ 568,125$ 3.47 

Chilled Water System Improvements 2,533,763 - 134,113$ 681,250$ 68,125$ 613,125$ 4.57 Totals for Site 9,656,438 29,113 793,458$ 3,348,000$ 338,025$ 3,009,975$ 3.79

% Savings: 12.1% 10.4% 11.4%

The preliminary survey identified X number of primary cost saving opportunities.

When summed up, the projects identified total to an energy, and related costsavings potential of approximately $X per year, with an estimatedimplementation cost of $X. The combined overall simple payback is X years

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Energy Savings Master Plan, Partnering for Sustainability 

Equivalent to the Emissions from….

• X passenger vehicles

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• X million gallons of gasoline• Electricity to power X homes for one year 

• Energy use of X homes for one year 

• X acres of forest• Recycling X tons of waste instead of sending it to a

landfill

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Energy Savings Master Plan, Partnering for Sustainability 

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Draft Sustainable EnergyManagement Plan

Energy Savings Master Plan, Partnering for Sustainability 

Energy Management Vision

• Insert vision

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Energy Savings Master Plan, Partnering for Sustainability 

Business Proposition• Cost Reduction•  A X% reduction in energy use compared to 20xx energy consumption would result

in annual savings of $X

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• Comfort• Not adversely impacted by energy management - and oftentimes is improved!

• Enhanced Reputation in the Community Through Environmental Stewardship

• Compliance with Legislative Mandates• Many state and local jurisdictions beginning to mandate the benchmarking and

disclosure of energy performance

• Enhances campus community environment• Students and faculty can feel good about being a part of our green campus

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Energy Savings Master Plan, Partnering for Sustainability 

Energy Plan Goals

• Insert goals

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Energy Savings Master Plan, Partnering for Sustainability 

Objectives / Actions

• Insert objectives/actions

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Energy Plan

•  Add in highlights of the plan

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Energy Savings Master Plan, Partnering for Sustainability 

Energy Projects

• TBD based on energy assessment report

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161

Energy Savings Master Plan, Partnering for Sustainability 

THANK YOU!

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THANK YOU!

Q & A

DISCUSSION

162

ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY

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Summary / Q&A

Energy Savings Master Plan, Partnering for Sustainability 

Next Steps• Determine if you want to participate in full program

• Submit an application within 30 days

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• Decision will be made within 3 weeks• Begin working on your SEMP

• If you participate in self-directed option

• Set up your energy assessment through your Duke AccountManager 

• Utilize templates to develop your SEMP and Senior ManagementPresentation

• Contact your Duke Account Manager for questions

164

ENERGY SAVINGS MASTER PLAN PROGRAM:PARTNERING FOR SUSTAINABILITY

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 Appendix

Energy Savings Master Plan, Partnering for Sustainability 

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Overview of Duke Energy’sEnergy Savings Master Plan Program

Energy Savings Master Plan, Partnering for Sustainability 

Why Start with Energy?

• Energy is largest subset of a building’s

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environmental footprint

• Energy efficiency provides financial returns

• Use energy savings to implement other greenfeatures

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Energy AssessmentsEnergy Assessments Offerings• Online assessment – free, self-service

• available through the Business Services Newsline

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• “Facility Assessment Wizard” provides recommendations tailored toyour business or industry

• Off-site assessment – no charge

• a phone-based interview, typically one to two hours, is conducted with thecustomer by an assessor 

• On-Site Assessment – shared cost

• the report is presented to the customer for review, and a live meeting or face-to-face meeting is scheduled to step through the results

• customers can recover their portion of the costs dollar-for-dollar when they

use Smart $aver incentives (i.e., for every dollar of incentive they are eligiblefor, they will receive two dollars up to the cost of the assessment)Note: Customer costs for on-site assessments are based on Duke Energy paying for approximately 50 percent of the total cost – varies butapproximately $6,000 plus $1,200 per additional day

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Energy Savings Master Plan, Partnering for Sustainability 

Energy AssessmentsWhat is Included in the Off-Site Assessment Report?• Recommendations in three categories:

• Excellent – energy savings indicate the payback is less than 3

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years; and if Duke Energy Smart $aver Incentives are received, thepayback may be reduced to within 2 years.

• Good – a 3 to 6 year payback is likely; and if Duke Energy Smart$aver incentives are received, the payback may be reduced to within2 to 4 years.

• Fair – energy savings indicate that payback is greater than 6 yearsand may warrant further investigation. Non-energy benefits, such asincreased production, improved reliability and reduced maintenance

costs, along with Duke Energy Smart $aver incentives may makerecommendations worth pursuing.

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Energy Savings Master Plan, Partnering for Sustainability 

Energy AssessmentsWhat Is Included in the On-site Assessment Report?

• The report includes an extensive executive summary of 

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recommendations and supporting information, including:• Energy conservation measures – describes each opportunity

• Implementation costs – estimates equipment and labor requirements

• Smart $aver incentives – Prescriptive and Custom Incentives•  Annual energy savings – estimates project’s utility bill savings

• Financial metric – simple payback or internal rate of return

• The report will also identify demand response opportunities andsavings from participating in PowerShare® if applicable.

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Energy Savings Master Plan, Partnering for Sustainability 

What Are They?

Smart $aver ®

Incentive/Rebate Programs

 – =

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• They provide incentives/rebates to Duke Energy nonresidential electric customers tohelp buy down the incremental cost difference between the standard and higher efficiency equipment

• Incentives available for new construction, retrofit, and replacing failed equipment

• Two components of the program:

• Prescriptive

• Custom

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ®

Incentive Programs – PrescriptivePrescriptive Incentives

• Predetermined

T h l i

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• Technologies• Requirements

• Listed on each application

• Incentives• < 50 percent of the incremental cost difference

• Measures must be installed and operable

• Measures that do not qualify for prescriptive incentives may qualifyfor custom incentives

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ® Incentive Programs – PrescriptiveFive Technology Groups

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Lighting

HVAC (cooling)

•includes thermalstorage, chillers

Motors / Pumps /Variable Frequency Drives

Food Services equipment

Process Equipment

Over 250 incentive possibilities

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Energy Savings Master Plan, Partnering for Sustainability 

Prescriptive Incentive Program

Items Equipment IncentiveSavings

kW kWh

1 600 CLF b lb $3 200 80 284 800

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174

1,600 CLF bulbs $3,200 80 284,800

73 F32T8 fixtures $485 2.3 11,169

11 Motors $635 .12 4,488

4 Rooftop AC units $3,825 N/A 9,472

8 VFDs $2,200 N/A 244,840

171 CFL bulbs $342 8.55 30,438

240 LED Exit signs $2,880 8.64 37,920

Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ® Incentive Programs – CustomCustom Incentive Process

Step 1

1. Duke Energy receivesCustom Incentive application

2 Customer notified if there is

Step 2

1. Customer accepts Incentive

2 Pre installation verificationb t d

Step 3

1. Duke Energy contactsCustomer regardingMeasurement & Verification

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2. Customer notified if there ismissing information

3. Technical review of theproject

4. Additional information may

be requested5. Preliminary Incentive

calculated

2. Pre-installation verificationmay be requested3. Installation commences4. Customer notifies Duke

Energy that installation iscomplete, submits receipts

5. Duke Energy issuesIncentive payment

Measurement & Verification2. Independent Third-Party

visits Customer facility toverify installation conformsto the application

3. Temporary meteringequipment may be installedto collect data

 Allow at least 1 month

Installation time + 10 days for 

payment

Will occur within a few

months after installation

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ®

Incentive Programs – CustomCustom Incentives

• If the list of Prescriptive Incentives does not include your project,

consider submitting a Custom application

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consider submitting a Custom application• Custom Incentives require PRE-APPROVAL. Allow for at least one

month for application review.

•Objective of the incentives is to reduce electrical demand (kW)and/or save electrical energy (kWh)

• Custom Incentives are offered to ensure all cost-effective energyconservation measures are addressed by our incentive program

and give our customers more opportunities to implement thesemeasures

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver™ CUSTOM INCENTIVESExamples from approved custom incentive applications – Lighting

• Outdoor LED** replacing HID in parking decks

• Project Cost: $600,000

• Expected Annual Energy Savings: $35 000

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• Expected Annual Energy Savings: $35,000

• Duke Energy Incentive: $30,250

• Complete lighting redesign to install T-8s

(a combination of prescriptive and custom incentives)• Project Cost: $200,000

• Expected Annual Energy Savings: $64,000

• Duke Energy Incentive: $51,000

** Applications for LEDs that are ENERGY STAR qualified or submitted with an independent

test lab report will be considered. LEDs tested in-house or without documentation will not be

considered.177

Energy Savings Master Plan, Partnering for Sustainability 

SMART $AVER CUSTOM INCENTIVESExamples from approved custom incentive applications received from

Hospitals – HVAC

• Installation of a VFD on centrifugal chiller 

• Project Cost: $70 000

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• Project Cost: $70,000

• Expected Annual Energy Savings: $25,000

• Duke Energy Incentive: $14,000

• Chiller compressor replacement with a more efficient model• Project Cost: $40,000

• Expected Annual Energy Savings: $12,000

• Duke Energy Incentive: $8,000

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver™ CUSTOM INCENTIVESExamples from approved custom incentive applications – Energy Management

Systems

• Demand Shifting EMS

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• Demand Shifting EMS• Project Cost: $9,000 average per facility

• Expected Annual Energy Savings: $3,000 per facility

• Duke Energy Incentive: $2,500 per facility

• HVAC & Lighting EMS controls for unoccupied times

• Project Cost: $21,000 per location

• Expected Annual Energy Savings: $1,500 average per location

• Duke Energy Incentive: $1,875 per location (electric heat)

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Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver™ CUSTOM INCENTIVES: Examples• High efficiency equipment for new construction (compared to standard/code)

• Server Virtualization

• Energy efficient roof windows insulation etc

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• Energy-efficient roof, windows, insulation, etc

• Variable Frequency Drive > 50 hp

• Variable speed air compressors

• On-demand ventilation systems

• Energy recovery systems

• Retro-commissioning of 

existing buildings

Energy Savings Master Plan, Partnering for Sustainability 

Smart $aver ®

Incentive ProgramsWhere Does a Customer Go to Get Program Information?

• For all program information, access the applications at www.duke-energy.com.

Choose the state where facility is located, then go to the Large Business tab

1 Click On Energy Efficiency Services

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1. Click On Energy Efficiency Services

2. Select Energy Efficiency Programs

3. Click On Smart Saver Incentives

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Energy Savings Master Plan, Partnering for Sustainability 

Funding Opportunities• Duke Energy Smart $aver Incentives

• http://www.duke-energy.com/south-carolina-large-business/energy-

efficiency/sclb-energy-efficiency-programs asp• http://www duke energy com/north carolina large business/energy

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efficiency/sclb energy efficiency programs.asp• http://www.duke-energy.com/north-carolina-large-business/energy-efficiency/nclb-energy-efficiency-programs.asp

•  ARRA Funding

• Dsire Database www.dsireusa.org/incentives• Federal Tax Deductions www.energytaxincentives.org• State and Local Government Funding

www.epa.gov/cleanenergy/energy-programs/state-and-

local/recovery.html

Energy Savings Master Plan, Partnering for Sustainability 

Why Do We Offer Demand Response Programs?

For the effect on system peak and improved reliability…

12,000

Duke Energy MW Load Profile Powershare

Event Days

(8/8/07 & 8/9/07)

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       8       /       1       /       2       0       0       7

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0:00

4:00

8:00

12:00

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20:00

6,000

7,000

8,000

9,000

10,000

11,000

    M    W

© 2010 Tech Resources Inc. 183

Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’s Energy Efficiency Programs

•  Additional questions about PowerShare®?• Call your assigned Account Manager 

• Contact the Business Service Center 

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• 800-774-1202 (Midwest)

• 800-777-0046 (Carolinas)

•  Additional questions about Smart $aver ®

?• Call your assigned Account Manager 

• Submit Questions online –

• “E-mail a Question” located on the Duke Energy Smart $aver Web pages

• Contact our energy efficiency call center at 866-380-9580

184

Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’sN th C li

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185

Duke Energy sNorth CarolinaHeating and Cooling

Equipment Incentive Application

Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’sNorth Carolina

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186

Duke Energy sNorth CarolinaPremium

Motor/Pump/VFDIncentive Application

Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’s

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187

Duke Energy sSouth CarolinaFood Services

Incentive Application

Energy Savings Master Plan, Partnering for Sustainability 

Duke Energy’sNorth Carolina

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188

Duke Energy sNorth CarolinaHeating and CoolingEquipment Incentive

 Application