Active Energy Management provides facilities with three key benefits: 1. Enhancing facility performance through smart building design and technology implementation principles. 2. Reducing utility costs by applying monitoring, evaluation, and education techniques. 3. Optimizing building performance by instructing operations and maintenance staff on best practices, through technology, data analysis, and training people.

1. Active Energy Management:
Enhancing Facility Performance,
Maximizing Investments, & Reducing Utility Costs
Jesse Sycuro | Patty Anderson | Nathalie Osborn January 19th, 2010

2. Learning Objectives
Upon completion of this session attendees will be able to:
Apply Smart Building design and implementation principles
that leverage technology to improve facility performance
Apply monitoring, evaluation, and education techniques to
reduce utility costs
Instruct building maintenance and operations staff on best
practices for optimizing building performance

3. Agenda
Overview – Market drivers, Trends, and Challenges
Technology – Performance Data Acquisition & Application
Process – Turning Data into Information
People – Turning Information into Action
Program – Active Energy Management Best Practices
Case Study Review
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4. Why are we here?
Rising
Energy Costs
Market Adoption of
Energy Benchmarks
Foreign Energy
Dependency
CO2 Reduction Mandates
Public Perception
And Awareness
Financial Incentives
Climate Change
And Rebate Programs

5. Do we know how are we doing?
Only 121 out of 552 LEED buildings know how they are
performing.
Know how
22% they are
performing.
f i
DON’T
78% know how
they are
performing.
New Buildings Institute: Energy Performance of LEED for
New Construction Buildings March 2008
g

6. Does Green = Energy Efficient?
“Green” Buildings don’t always perform as expected.
New Buildings Institute: Energy Performance of LEED for New Construction Buildings March 2008

7. Achieving Designed Outcomes
TECHNOLOGY PROCESS PEOPLE PROGRAM
Systems Engaged Active Energy
Optimization Occupants, Management
Operators,
and Staff
New Data Acquisition
Construction a d pp ca o
and Application
Performance Training, Policy,
Alarming, Participation, Performance
Tracking, and End-User Measurement &
Analysis, and Applications Management
Diagnostics

8. Technology:
Performance Data Acquisition & Application

9. Is Technology the Answer?
gy
Power Video
Lifts
Interactive
Communication
Systems
Fire Surveillance
IP
Lighting
Communications
Alarm/ Access
HVAC
Control

10. Smart Building Approach
Enabling Technology
Utility Supply and Distribution Architecture (Grid)
IT/Network Infrastructure
Sensory Devices & Systems (i.e. meters, sensors, systems)
Data Acquisition and Storage
Analytical and process software
Guiding Principles
Normalized
Open
Converged
Application
Optimization
Conservation
Education
Measurement & Verification
Results
Clean
Cl
Efficient
Smart
Net Zero

11. Converged Buildings
Reduce:
Cost
Complexity
Comple it
Environmental Impact
Gas Electricity Water Information
Essential Utilities New Utility
Converging Disparate Networks
g g p

12. Smart Building Technology
Window Shading Systems, Indoor Air Quality, day
Lighting Control, Smart Access Control strategies
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Green Power
Meter
‘Smart’ RTU
Meter
Energy &
Converged IP Backbone
Facility
BAS Systems Internet Operations
Access Control
Data Collection /
Integration Platform
g
Gas Meter
Financial
Analytics
Electrical Meter Water Meter
w/Wireless connection

13. Metering Infrastructure
Collector
and
Building
System
Electric
Gas
Customer
Service
Engineering
Water (SP)
Client Utility

14. Data Acquisition
Any
remote/offsite
desktop or
laptop.
laptop
Web-based Access is via
Enterprise the Internet
Platform or through
secure user
name and
password
(Computer/La
ptop owner
provided).
Normalizing the Data Integration
Platform
Internet Any client
workstation
connected to
the Ethernet
Network.
Smart Equipment Disparate Systems

15. Energy Management Information Systems
How does it work?
Budget review of your energy spend
Performance Monitoring (includes Building & Equipment)
Budget Management
Measurement and Verification
What are the Benefits?
Improved energy cost and forecasting accuracy
Consistent Energy & Sustainability reporting:
Energy Star/ LEED Tracking
Tenant reporting capabilities
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Proactive energy issue identification and corrective action
Ongoing Energy Savings & Carbon Footprint management
Provide expertise to influence costs and achieve goals

16. Enterprise Platform
Energy & Facility
Enterprise Platform
p
Facility Information Energy Information
Issue /
ssue Asset Utility Bill
Monitor Based
M it B d
Work Management Data
Commissioning
Management
Building
Facility Staff/ Performance
Accounting
Condition Vendor Optimization
Systems
Assessment Management
s
Energy Building Systems
Management Live Data
LEED Environmental
Tracking Management

17. Dash Boarding & Interfaces
Overlay Dashboards Building Automation Database Access
System Access

18. Multi Building
Multi-Building Applications
Utility Pricing
Utility Supply and
Bill Information
Energy
Management
Internet
Connection to Smart Meters Information
(Hardwired or wireless System
infrastructures)

19. Smart Building to Smart Grid Integration

20. Technology: Enabling Efficiency
Stretch technology to enable high performance facilities
Implement Energy Management Platform
Provides access to data
Provides energy performance measurement tools
Environmental connectivity
Auto Demand Response
Load Control Management
High Performance Buildings
Connecting to the Smart Grid

21. Process:
Turning Data into Information

22. Energy Management with Technology
People Oriented Process Driven Technology Powered
Business Oriented Real Time
Energy Efficiency
Performance Data
Total O
T t l Organization
i ti as a Habit
Oriented Cause and Effect
Data into Action
Oriented

23. Leveraging Technology
5 Expert Analysis 6 Facility Management
In addition to automated On-site facility management have single
algorithmic analysis, point access to all building performance
remote expert building data, alerts and ability to identify
engineers monitor data operational adjustments and work items
and alerts, prescribing
corrective and predictive 7 Strategic Planning
maintenance as well as Workplace planners and strategists can
provide on-demand Building data is monitored, aggregated, access actual space utilization data to
4
support to site normalized, analyzed and then improve real estate decision making
management presented via dashboard portal.
t d i d hb d t l
8 Automated and manual instructions are
transmitted directly back to building
systems
1 Occupancy Intelligence 2 Environmental Intelligence 3 Operations Intelligence
Occupancy conditions are transmitted to Building condition data including temperature, Data from building sub-systems such as HVAC, energy
user front end humidity, lighting levels, indoor air quality (CO2) are management, lighting and power, as well as utility meter
transmitted to user front end and sub meter data (electric, gas, water, steam) are
(electric gas water
Sensors Sensors Sensors transmitted to user front end

24. Transition to Stable Operations
Bridge from Design/Build to Operate/Maintain
• Commissioning
• Operational Planning
• Operating Procedures
• Training
• Equipment Baselining
• Design Review
• LEED Coordination
• Maintenance Planning
• Operational Budgeting
• Facility Optimization
• Document Management

25. People:
Turning Information into Action

26. People and Technology
Design for People (Operators and Occupants)
Technology should be complimentary to Capability and Applications
Too complex for simple solutions?
p p
Too simple to enable optimization?

27. Involvement
Fostering Participation and Launching a Lasting Program
Develop Program Goals
Target minimum of 3 year vision and related goals
Long-term
Long term maintenance goals
Building goals based on benchmarking data
Educational goals
Develop Energy Awareness Campaign
Reaching out to employees, making sure they are
conscious of the program
Promote energy awareness through outreach and
P t g th gh t h d
education
Northshore School District’s “Wall of Knowledge”
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28. Training Opportunities
Systems Optimization Through Operations and Maintenance
Key Training Focuses
Energy Campaign
Employee Program Goals
Program R
P Results
lt
Behavior Modification Trainings
Curriculum Based Training
Supply training in O&M Practices
All staff understands changes
Maintaining savings thru O&M practices
“Tidbit” training on best practices
Tidbit

29. Promoting Efficiency as a Habit
Develop Methods to Provide Incentives and Awards
Sharing the savings
Inspire faculty, staff and occupants to get involved
Recognize energy leaders
Centennial School District:
Online campaign site with over 1,000
student pledges in the first month of
<
launch
LBA Realty AT&T Building:
> 99% Reduction in waste
through custodian staff efforts
g

30. Program:
Active Energy Management – Pulling it All Together

31. On going
On-going Energy Management
Savings Range
On-going The typical facility will become 3-5%
20% without Energy less efficient every year.
Management
Cost
On-going
Energy Management
Program
Persistence is key to on-
going benefits
Cost

32. Why Measure Performance?
Establishes
E bli h metrics f measuring ongoing performance
i for i i f
Validates design intent and expected performance
Identifies maintenance and operations opportunities
Identifies equipment and control problems
Aids in prioritization of energy investments and efforts
Educates staff and occupants
p

33. Performance Measurement
Methods can determine results!
“There are three kinds of lies: lies, damned lies, and
statistics.” -- Mark Twain
Understand impact of benchmark methodology
Many ways to compare facilities and systems
Understand the audience
Present plan and results in manner that client can
understand and use

34. Benchmarking Performance
Considerations for establishing benchmarks
Data Normalization
Weather
Square footage
S f t
Facility type
Plug loads (i.e. computers)
Who to
Wh t compare too?
t ?
Facility specific
Historical comparison (baseline)
p
Model comparison
Portfolio, region, national

35. Metrics for Benchmarking
Metrics for measuring comparative performance
Energy Based Metrics
Use per square foot (EUI)
EUI for each utility (gas, electric, steam, etc.)
Demand per square foot
Use per student/occupant/production/etc.
Cost Based Metrics
Cost per square foot (ECI)
Cost per student
Other Metrics
Non-energy b
N based utilities
d tiliti
After hours use
Green House Gas/Sustainability

36. Turning Data into Action
Issue
Identified
Issue Issue
resolution reported
Issue Procedure
Tracking Implemented
Dispatch /
Notification

37. Summary: AEM Best Practices
Program People
Energy Management Influencing Change
Performance Education & Outreach
Measurement Integration into
Business Decisions
Process Technology
Energy Efficiency as Sensing Technology
a Habit Data Acquisition
Turning Data into Technology solutions
Action for enabling better
Best Practices performance

38. Case Study: Los Angeles County
Application Footprint
Situation Meter Data
Legacy building control systems not Bill Management
Management
M
adequate for real-time alarming and
monitoring
Centralized system for data collection
from hundreds of county buildings Energy Information System
Automate bill entry for tens of
thousands of accounts.
Support new County GHG Reporting Legacy BAS
Sub Utility
Automate Energy Star Benchmarking Meters Bills
Manage retro-commissioning projects
retro commissioning
Solution
McKinstry EEM Suite Bill Analyst and Meter Data Analyst
Real time gateways t l
R l ti t to legacy b ildi automation systems.
building t ti t
Enterprise Navigator dashboards for real-time monitoring.
Custom applications to support and alert on retro-commissioning projects.
EEM Consulting and Training
38

39. Case Study: Pacific NW Smart Grid
Solution
Validate new smart grid technologies and business models
Provide two-way communication between distributed generation, storage,
and demand assets and the existing grid infrastructure
Quantify smart grid costs and benefits
Advance standards for “interoperability” (the smooth, seamless integration
of all elements of the electric system) and cyber security approaches.
The
Th proposed project, led by Battelle, will:
d j t l d b B tt ll ill
• Run 5 years and span 5 Pacific Northwest states: Idaho, Montana, Oregon, Washington and Wyoming
• Involve 12 utilities in the five-state region, the Bonneville Power Administration, and multiple technology
partners
• Include direct participation from 2 universities—the University of Washington and Washington State
p p y g g
University — with outreach to other academic centers
• Involve more than 60,000 metered customers and will engage, using smart grid technologies, system
electricity assets exceeding 112 megawatts
• Cost approximately $178 million, half of which will be cost-shared by the project partners.

40. Case Study: University of Washington
Energy Management Information System
Smart Building Meters (240+ Electric)
Transactive Control
Auto Demand Response (33 buildings; lighting & DDC
controls)
Electric Vehicle Charging Stations & PV System
C ass oo
Classroom Building & Dormitory Building Demonstrations
u d g o to y u d g e o st at o s
Sub meter and monitor plug loads
Classroom / Dorm competitions
Measurement & Verification

41. Case Study: Department of Ecology
Situation Solution Benefits
Indoor Air Quality Implemented Drastic reduction in IAQ
Enterprise Platform issues (96% reduction)
Lack of Work Order
Issue Tracking System Process Consultation Increase Occupant
leveraging Technology Satisfaction by 25%
Broken processes
Implemented Annual Operational
Poor vendor Savings over $100,000
Satisfaction Surveys
management / yr
Began Reporting
Process

42. Case Study: State of Washington
Situation Solution Benefits
Enable Decision- Installed Capability to Energy Cost Allocation
Quality Energy Monitor over 50 Energy Energy Usage Analysis has
Monitoring on Capitol Meters and Sensors Assisted in Generating
Campus Collected 10 Months of Significant Savings
Reduce Energy Costs Data to Date Opportunity to Increase
while Upgrading Installed Numerous Information into More
Facilities
F iliti Energy Projects Since Actions
A ti
Existing GA ESCO 2003 Total Combined Energy
Partnership Since Savings Over $500,000 / yr
2003

43. Additional Resources
http://www.boma.org
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http://www.energystar.gov
p gy g
http://www.usgbc.org
http://www usgbc org
http://www1.eere.energy.gov
http://www1 eere energy gov
http://www.betterbricks.com

44. Questions?
Patty Anderson
pattya@mckinstry.com
(
(206) 595-5660
)
Jesse Sycuro
jesses@mckinstry.com
jesses@mckinstrycom
(206) 832-8362
Nathalie Osborn
nathalieo@mckinstry.com
(949) 333-4282