Mid-Sized City Building Energy

Benchmarking Workshop

Workshop Agenda

Energy Benchmarking Trends, Options, & Benefits Zach Hart | Institute for Market Transformation

Implementation Support & Engagement Expertise Katie Jones Schmitt | Center for Energy & Environment

A Building Manager Perspective

Angela Samargia | McGough

-- Q&A + Discussion --

Hennepin County Energy Benchmarking Platform

Leah Hiniker & Sarah Jordan | Hennepin County

-- Expert Hub Segment + Closing --

Mid-Sized City Building Energy

Benchmarking Workshop

Energy Benchmarking and Transparency

Zachary Hart

Manager, Building Energy Performance Policy, IMT

Mid-Size City Building Energy Benchmarking Workshop

Minneapolis, MN

March 23, 2017

The Institute for Market Transformation

(IMT)

Our Vision A future in which the social,

environmental, and economic

value of energy efficiency is

realized and all buildings are

highly efficient.

Start with the End: Vision for

Minnesota Buildings

All buildings in Minnesota are energy efficient and

actively managing their energy usage.

Identify Market Barriers Related to Buildings

Barrier

Informational Lack of transparency around efficiency

Institutional Energy efficiency is undervalued

Transactional Split incentives

Organizational Information doesn’t flow within company or process

Inertia Business as usual continues without intervention

Policy & Program Solutions

Barrier Policies and programs to address the barrier

Informational Benchmarking and transparency Industry education (construction, design)

Institutional Appraisers valuation of efficiency Industry education (lenders)

Transactional Energy-aligned leasing Industry education (brokers)

Organizational Energy management systems Code compliance

Inertia Retrofit accelerator Energy audit/building tuning (RCx) law Mandatory building performance improvement

Energy Benchmarking and

Transparency

Energy Benchmarking and

Transparency

When performance is measured, performance improves. When performance is measured and

reported back, the rate of improvement accelerates.

Elements of Benchmarking Policy P

olic

y F

ram

ew

ork

Benchmarking

Reporting

Transparency

Component Audience Outcomes

Owners compare their properties to

peers and look for opportunities to

improve

Building Owners

Policymakers

Utility program

administrators

Researchers

Buyers and

tenants

Brokers

Financing and

investment firms

Purchasing and leasing decisions

include information about energy

use

High performing buildings achieve

higher valuations and lower

vacancy rates

Target incentives toward low

performing buildings and market

sectors

Track progress toward goals

U.S. Building Benchmarking and

Transparency Policies

Benefits of Benchmarking

Covered Buildings

Requirements for a Successful Benchmarking

Program

Robust stakeholder engagement

Access to necessary data

Data management infrastructure

Training and Help Center

Data reporting and transparency

Pathway for owners to take the next steps

Stakeholder Engagement

Owners/Operators Tenants Construction/Design

Property Managers Investors/Lenders Appraisers

Brokers Utilities EE Implementers

Utility Data Best Practices

Accurately mapping

meters to buildings

Streamlined tenant

consent/authorization

options

Streamlined transfer of

utility bill data to

benchmarking tools

Working With Data

Data Access

(Utility and Other)

Data Quality

Data Analytics

Data Sharing

Data

Management

Data Driven

Decision Making

Collect Organize/Manage Use ENERGY

EFFICIENCY

IMPROVEMENTS

Benefits of a Help Center

Improve compliance rates

Ensure a more positive

experience for parties subject to

regulations

Improve public support for policy

Raise accuracy of submissions

Increase understanding of how

to use benchmarking results

Provide guidance and resources

to help drive action

Data Reporting and Transparency

Potential Assignments of

Responsibilities Activity State/

County Local Utility NGO

Advisory group L S

Develop building inventory L S

Develop/maintain program website L

Stakeholder outreach L L

Help center L S S

Trainings L L S

Automated data transfer S L

Compliance and enforcement S L

Data analysis L S S

L = Lead role S = Supporting role

Zachary Hart

zachary.hart@imt.org