1. Benchmarking State Buildings Mike Langley, Dept. of General Services (DGS) Karen Herter, Heschong Mahone Group (HMG) March 12, 2007

2. PART 1 Benchmarking Overview

3. March 12, 20073 Benchmarking Defined Benchmarking is the documentation of building energy use over time (e.g. monthly) “…a beginning step in managing a building’s energy cost, one that should motivate the building’s owner or manager to take actions to improve the building’s energy profile.” (CEC 2005) Benchmarking System for California Commercial Buildings - Plan, Timetable, and Recommendations, CEC Report CMF-400-2005- 051-CMF, September, 2005

4. March 12, 20074 How is benchmarking useful? Portfolio Manager gives users the ability to:  Track energy use over time  View facility information in customized reports  Share your facility information with Agencies and the State  Apply for an Energy Star Building label Portfolio Manager gives the state the ability to:  View and aggregate energy use by Agency or State  Track State performance goals (e.g. 20% reduction goal)

5. March 12, 20075 Benchmarking Task #1 Annual energy usage “baseline”  Provide: Facility info and energy data  Receive: Normalized source kBtu/ft 2 California State baseline year is 2003 Use to track 20% energy reduction goal

6. March 12, 20076 Tracking Reduction Goals

7. March 12, 20077 Benchmarking Task #2 Energy Performance Rating  Percentile score between 1 and 100  Normalized by weather, building size, location, etc. 75+ for Energy Star Buildings Award Use to compare buildings to each other

8. March 12, 20078 Comparing Buildings Likely candidates for efficiency improvements

9. March 12, 20079 Other Benchmarking Benefits Track efficiency improvement effects Track multiple energy & water meters Customize meter names and info Monitor energy and water costs Share building data Set investment priorities

10. PART 2 California Benchmarking Process

11. March 12, 200711 Process Flow Account info 1 State Agencies/ Departments Department of General Services (DGS) Facility names & addresses Square footage Account info 3 U.S. EPA Portfolio Manager 4 Energy use Utilities 2 Data request Account info

12. March 12, 200712 1. State energy account info Please assign staff responsible for benchmarking and send contact info to Mike Langley at DGS  Mike.Langley@dgs.ca.gov DGS will provide you with a list of your State facilities based on the State Property Inventory list

13. March 12, 200713 2.State energy usage data XML-capable utilities  Automated monthly upload (best) Participating non-XML utilities  Utility-provided Excel spreadsheet (okay) Non-participating, non-XML utilities  Customer-entered energy-bill data (ouch) We are doing everything possible to avoid this last option

14. March 12, 200714 2a. Data Release Forms (1) Required to automate XML data upload XML-capable utilities:  PG&E, SDG&E, SoCalGas, SCE, SMUD  LADWP waiting on system upgrades Send  Wet signature to your account representative  Copy to DGS Available at:  http://www.h-m-g.com/downloads/EnergyBenchmarking

15. March 12, 200715 2a. Data Release Forms (2)

16. March 12, 200716 2a. Data Release Forms (3) ARVIN AREA OFFICE 317 CAMPUS DRIVE ARVIN, CA 932030178821345 BAKERSFIELD OFFICE 3120 F STREET BAKERSFIELD, CA 93301178821090 BAKERSFIELD OFFICE 3120 F STREET BAKERSFIELD, CA 93301178821095 Facility NameAddressService ID

17. March 12, 200717 Facility Name Meter Name Start Date End Date Energy UseCost Caltrans DO-11313648495 Caltrans DO-11426148495 Caltrans DO-11580537439 Caltrans DO-11876147760 Caltrans DO-11876148495 2b. Data Request Forms DGS has drafted a letter for non-XML utilities Excel spreadsheet with meter data available through Portfolio Manager’s “Update Multiple Meters” link

18. March 12, 200718 Summary of Agency Tasks Please complete the following:  Assign staff and send contact info to Mike Langley at Mike.Langley@dgs.ca.gov  Get data template, fill in required energy account info and return to Mike Langley  Send data release forms to XML utilities  Send data request forms to non-XML utilities …according to the following Schedule…

19. March 12, 200719 Schedule AgencyDept.Bldgs.Data Mar-07BTHDMV~100Yes Apr-07CDCRCDCR,YA~50Yes May-07RA, SCSARB, CDF, CCC, DFG, DPR, DWR, SJRC, SLC, SMMC, DGS ~770Some Jun-07BTH, MIL CDE, DFA, DOJ, DVA, EPA, HHS, LWD, SCS CHP, DOT, HCD, MIL CDE, CLC, CON, CSC, DAA, DCA, DDS, DFA, DHS, DMH, DOJ, DOR, DOT, DPR, DVA, DWR, EDD, EXPO, HCD, LEG ~680None

20. March 12, 200720 Contact Information Karen Herter, Ph.D. Senior Program Analyst Karen.Herter@h-m-g.com (916) 962-7001 HESCHONG MAHONE GROUP, INC 11626 Fair Oaks Blvd. #302 Fair Oaks CA, 95628 http://www.h-m-g.com Mike Langley Green Team Mike.Langley@dgs.ca.gov (916) 375-5991 State of California Dept. of General Services 707 3 rd St., 8 th Floor West Sacramento, CA 95605