J.B. Speed School of Engineering University of Louisville KEEPS Energy Management Toolkit Step 4: Create an Action Plan Toolkit 4: Create an Energy Management Action Plan Main Presentation Kentucky Energy Efficiency Program for Schools KEEPS Energy Management Toolkit Step 4 Create an Action Plan Toolkit 4 Create an Energy Management Action Plan

KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Energy Management Toolkit Toolkit 4: Create an Energy Management Action Plan Main Presentation 2 KEEPS Energy Management Toolkit Toolkit 4 Create an Energy Management Action Plan

KPPC Kentucky’s Resource Center for Environmental Sustainability 3 7-Step Energy Management Process 1.Make the Commitment 2.Assess Performance and Opportunities 3.Set Performance Goals 4.Create an Action Plan 5.Implement the Action Plan 6.Evaluate Progress 7.Recognize Achievements

KPPC Kentucky’s Resource Center for Environmental Sustainability 4 Energy Management Action Plan Overview Importance Components How to Create an Energy Management Action Plan

KPPC Kentucky’s Resource Center for Environmental Sustainability Why create an Energy Management Action Plan? Helps our district: Achieve continual improvement and year-over-year results Identify specific actions to achieve energy performance goal Ensure a systematic process to implement energy performance measures and create accountability

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Characteristics Regularly updated to reflect: Recent achievements Changes in performance Shifting priorities *Not the same as Energy Policy

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Components Energy Policy (Step 1) Facility baseline information and consumption and cost data (Step 2) SMART performance goal and supporting objectives (Step 3)

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Components (cont.) Specific projects and actions with timeline for implementation Supporting documentation and resources, including: Idling or other policies District communications plan Checklist(s): operations and maintenance, vacation shutdown, conservation, etc.

KPPC Kentucky’s Resource Center for Environmental Sustainability How to Create an Energy Management Action Plan Review the following: Facility baseline information/assessments Energy Intensity of buildings –ENERGY STAR Portfolio Manager –Step 2 KEEPS Energy Management Toolkits –Consumption per sq. ft. SMART performance goal and objectives worksheet

KPPC Kentucky’s Resource Center for Environmental Sustainability How to Create an Energy Management Action Plan (cont.) 2 Communications Plan Existing programs, procedures and best practices Facility Plan

KPPC Kentucky’s Resource Center for Environmental Sustainability How to Create an Energy Management Action Plan (cont.) 3 Identify specific projects and actions to help achieve objectives and meet performance goal Tools and resources include: Brainstorming Bubble-up/Bubble-down

KPPC Kentucky’s Resource Center for Environmental Sustainability Brainwriting: ACTIONS/ PROJECTS

13 KPPC Kentucky’s Resource Center for Environmental Sustainability Bubble-up/Bubble-down Purpose Designed to prioritize opportunities Forced-pair comparison No opportunities are eliminated

14 KPPC Kentucky’s Resource Center for Environmental Sustainability Bubble-up/Bubble-down Things to Consider Feasibility of implementing opportunity (easy, moderate, hard) Cost Environmental impact(s) Labor requirements (additional or less labor required) Impact to mission

15 KPPC Kentucky’s Resource Center for Environmental Sustainability 15 Bubble-up/Bubble-down Exercise Develop system for tracking monthly utility consumption/cost Benchmark facilities using ENERGY STAR’s Portfolio Manager Choose two action items

16 KPPC Kentucky’s Resource Center for Environmental Sustainability 16 Bubble-up/Bubble-down Exercise (cont.) 2 Develop system for tracking monthly utility consumption/cost Benchmark facilities using ENERGY STAR’s Portfolio Manager Rank action items

17 KPPC Kentucky’s Resource Center for Environmental Sustainability 17 Bubble-up/Bubble-down Exercise (cont.) 3 Develop system for tracking monthly utility consumption/cost Report monthly consumption data to district stakeholders Benchmark facilities using ENERGY STAR’s Portfolio Manager Choose another action item

18 KPPC Kentucky’s Resource Center for Environmental Sustainability 18 Bubble-up/Bubble-down Exercise (cont.) 4 Develop system for tracking monthly utility consumption/cost Report monthly consumption data to district stakeholders Benchmark facilities using ENERGY STAR’s Portfolio Manager Rank next action item

19 KPPC Kentucky’s Resource Center for Environmental Sustainability 19 Bubble-up/Bubble-down Exercise (cont.) 5 Develop system for tracking monthly utility consumption/cost Report monthly consumption data to district stakeholders Benchmark facilities using ENERGY STAR’s Portfolio Manager Further rank action items

20 KPPC Kentucky’s Resource Center for Environmental Sustainability 20 Bubble-up/Bubble-down Exercise (cont.) 6 Develop system for tracking monthly utility consumption/cost Establish baseline year and consumption/cost data Conduct annual rate review/utility bill analysis Report monthly consumption data to district stakeholders Analyze load profiles Benchmark facilities using ENERGY STAR’s Portfolio Manager

KPPC Kentucky’s Resource Center for Environmental Sustainability How to Create an Energy Management Action Plan Complete KEEPS Projects & Actions Worksheet Establish a timeline for implementation of action items Identify roles, responsibilities and incentives to help integrate energy management practices throughout the district Identify which school(s) actions apply

KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Overview) Project management tool Organizes and prioritizes action items and projects by: Objective School Ease of implementation Establishes timeline for implementation Creates accountability

23 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Layout)

24 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Objective)

25 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Project/Action)

26 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Purpose)

27 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Details of Project)

28 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Start/End Dates)

29 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Project Lead/Team)

30 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (School)

31 KPPC Kentucky’s Resource Center for Environmental Sustainability KEEPS Projects & Actions Worksheet (Sample)

KPPC Kentucky’s Resource Center for Environmental Sustainability Writing Your Energy Management Action Plan Review resources: KEEPS Model Energy Management Action Plan KEEPS Energy Management Action Plan Template Sample Action Plans Write narrative section of action plan Review and request feedback from district stakeholders Finalize section and move on to next objective

33 KPPC Kentucky’s Resource Center for Environmental Sustainability Writing Your Energy Management Action Plan (Example)

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Summary Plan ensures long-term sustainability of our program and year-over-year results Includes five key components: Energy Policy Baseline consumption and cost data SMART performance goal and supporting objectives Specific projects and actions with timeline for implementation Supporting documentation and resources Updated regularly to reflect progress, shifting priorities and changes in performance

KPPC Kentucky’s Resource Center for Environmental Sustainability Energy Management Action Plan Next Steps Review board approval process (if applicable) Communicate and implement our action plan Evaluate progress and reassess our program and action plan Recognize achievements Internally Externally

J.B. Speed School of Engineering University of Louisville (502) Kentucky Energy Efficiency Program for Schools KEEPS is funded by the American Recovery and Reinvestment Act through the combined efforts of the Kentucky Department for Energy Development and Independence, the U.S. Department of Energy and KPPC. End of Presentation