Active Energy Management:

Enhancing Facility Performance,

Maximizing Investments, & Reducing Utility Costs

Jesse Sycuro | Patty Anderson | Nathalie Osborn January 19th, 2010

Learning ObjectivesLearning 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

AgendaAgenda

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 Reviewy

Why are we here?Why are we here?

Market Adoption of

Rising Energy Costs

Market Adoption of Energy Benchmarks

Foreign Energy

CO2 Reduction Mandates

Public PerceptionAnd Awareness

Dependency

Financial IncentivesAnd Rebate Programs Climate Change

And Awareness

And Rebate Programs

Do we know how are we doing?Only 121 out of 552 LEED buildings know how they are

performing.

Do we know how are we doing?

22%Know howthey are

f i22% performing.

78%DON’Tknow howthey are

New Buildings Institute: Energy Performance of LEED for New Construction Buildings March 2008

78% they areperforming.

g

Does Green = Energy Efficient?

“Green” Buildings don’t always perform as expected.

Does Green Energy Efficient?

New Buildings Institute: Energy Performance of LEED for New Construction Buildings March 2008

Achieving Designed OutcomesAchieving Designed Outcomes

PEOPLE PROGRAMPROCESSTECHNOLOGYSystems Optimization

Active Energy Management

Engaged Occupants, Operators, and Staff

New Construction

Data Acquisition and Applicationa d pp ca o

Performance Alarming,

Policy, Performance

Training, Participation, Alarming,

Tracking, Analysis, and Diagnostics

Measurement & Management

and End-User Applications

Technology:

Performance Data Acquisition & Application

Is Technology the Answer?gy

Power Video

LiftsLiftsInteractive Communication Systems

Fire Surveillance

Lighting IP Communications

Alarm/ Access ControlHVAC

Smart Building ApproachSmart Building ApproachEnabling TechnologyUtility Supply and Distribution Architecture (Grid)

IT/Network Infrastructure

Enabling TechnologyUtility Supply and Distribution Architecture (Grid)

IT/Network InfrastructureIT/Network Infrastructure

Sensory Devices & Systems (i.e. meters, sensors, systems)

Data Acquisition and Storage

Analytical and process software

IT/Network Infrastructure

Sensory Devices & Systems (i.e. meters, sensors, systems)

Data Acquisition and Storage

Analytical and process software

Guiding PrinciplesNormalized

Open

Converged

Guiding PrinciplesNormalized

Open

Converged

ApplicationOptimization

Conservation

ApplicationOptimization

Conservation

Education

Measurement & Verification

Education

Measurement & Verification

ResultsCl

ResultsClClean

Efficient

Smart

Net Zero

Clean

Efficient

Smart

Net Zero

Converged Buildings

Reduce:Cost Comple it

Converged Buildings

Complexity Environmental Impact

InformationGas Electricity Water

Essential Utilities New Utility

Converging Disparate Networksg g p

Smart Building TechnologySmart Building Technology

Window Shading Systems, Indoor Air Quality, day Lighting Control, Smart Access Control strategies

Meter

Meter

‘Smart’ RTU

Green Powerg g g

Converged IP Backbone

Internet

Energy & Facility Operations

Data Collection / Integration Platform

BAS Systems Internet Operations

Financial

Access Control

Gas Meter

Electrical Meter Water Meter w/Wireless connection

g Financial Analytics

Metering InfrastructureMetering Infrastructure

Collector and

Electric

Building System

Gas

Customer Service

Engineering

Client Utility

WaterEngineering

(SP)

Data AcquisitionData Acquisition

Any remote/offsite desktop or laptop

or

laptop. Access is via the Internet through secure user name and password(Computer/Laptop owner

Web-basedEnterprisePlatform

Normalizing the Data Internet

ptop owner provided).

Any client workstation connected to the Ethernet Network.

Integration Platform

Smart Equipment Disparate Systems

Energy Management Information SystemsEnergy Management Information Systems

How does it work?Budget review of your energy spend

Performance Monitoring (includes Building & Equipment)

Budget Management

Measurement and VerificationMeasurement and Verification

What are the Benefits?Improved energy cost and forecasting accuracy

Consistent Energy & Sustainability reporting:

Energy Star/ LEED Tracking

Tenant reporting capabilities p g p

Proactive energy issue identification and corrective action

Ongoing Energy Savings & Carbon Footprint management

Provide expertise to influence costs and achieve goals

Enterprise PlatformEnterprise Platform

Energy & Facility Enterprise Platformp

Issue / Asset Utility Bill M it B d

Facility Information Energy Information

ssue /Work

Management

Asset Management

Facility Condition

Assessments

Accounting Systems

Staff/ Vendor

Management

Utility Bill Data

Monitor Based Commissioning

Building Performance Optimization

s

Environmental Management

LEED Tracking

Building Systems Live Data

Energy Management

Dash Boarding & InterfacesDash Boarding & Interfaces

Building Automation System Access

Overlay Dashboards Database Access

Multi-Building ApplicationsMulti Building Applications

Energy Management

Utility SupplyUtility Pricing

and Bill Information

InternetManagement Information

SystemConnection to Smart Meters

(Hardwired or wireless infrastructures)

Smart Building to Smart Grid IntegrationSmart Building to Smart Grid Integration

Technology: Enabling EfficiencyTechnology: Enabling Efficiency

Stretch technology to enable high performance facilitiesImplement Energy Management PlatformImplement Energy Management Platform

Provides access to dataProvides energy performance measurement tools

Environmental connectivityEnvironmental connectivityAuto Demand ResponseLoad Control Management

High Performance BuildingsHigh Performance BuildingsConnecting to the Smart Grid

Process:

Turning Data into Information

Energy Management with Technology

People Oriented

Energy Management with Technology

Technology PoweredProcess DrivenPeople Oriented Technology PoweredProcess Driven

Energy Efficiency as a Habit

Business Oriented

T t l O i ti

Real Time Performance Data

as a Habit

Data into Action

Total Organization Oriented Cause and Effect

Oriented

Leveraging Technology5 Expert Analysis

In addition to automated algorithmic analysis, remote expert building

6 Facility ManagementOn-site facility management have single point access to all building performance data, alerts and ability to identify

Leveraging Technology

Building data is monitored, aggregated, normalized, analyzed and then

t d i d hb d t l

engineers monitor data and alerts, prescribing corrective and predictive maintenance as well as provide on-demand support to site

operational adjustments and work items

4

7 Strategic PlanningWorkplace planners and strategists can access actual space utilization data to improve real estate decision making

presented via dashboard portal. management Automated and manual instructions are transmitted directly back to building systems

8

Operations Intelligence1 Occupancy Intelligence 2Data from building sub-systems such as HVAC, energy management, lighting and power, as well as utility meter and sub meter data (electric gas water steam) are

Occupancy conditions are transmitted touser front end

Environmental IntelligenceBuilding condition data including temperature, humidity, lighting levels, indoor air quality (CO2) are transmitted to user front end

3

SensorsSensorsand sub meter data (electric, gas, water, steam) are transmitted to user front end

transmitted to user front endSensors

Transition to Stable OperationsTransition 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

People:

Turning Information into Action

People and TechnologyPeople and Technology

Design for People (Operators and Occupants)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?

InvolvementInvolvement

Fostering Participation and Launching a Lasting ProgramFostering Participation and Launching a Lasting Program

Develop Program Goals Target minimum of 3 year vision and related goalsLong term maintenance goalsLong-term maintenance goalsBuilding goals based on benchmarking dataEducational goals

Develop Energy Awareness CampaignReaching out to employees, making sure they are conscious of the programP t g th gh t h d Promote energy awareness through outreach and education

Northshore School District’s “Wall of Knowledge”g

Training OpportunitiesTraining Opportunities

Systems Optimization Through Operations and Maintenance

Key Training FocusesEnergy CampaignEmployee Program Goals P R lt Program Results Behavior Modification Trainings Curriculum Based Training

Supply training in O&M PracticesAll staff understands changesMaintaining savings thru O&M practices “Tidbit” training on best practicesTidbit training on best practices

Promoting Efficiency as a HabitPromoting 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 Recognize energy leaders

Centennial School District:Online campaign site with over 1,000 student pledges in the first month of launch

<launch

LBA Realty AT&T Building:99% Reduction in waste through custodian staff efforts

>g

Program:

Active Energy Management – Pulling it All Together

On-going Energy ManagementOn going Energy Management

Savings Range

20%On-going

without Energy Management

The typical facility will become 3-5% less efficient every year.

Cost

On-going

Persistence is key to on-going benefits

Energy Management Program

Cost

going benefits

Why Measure Performance?Why Measure Performance?

E bli h i f i i fEstablishes metrics for measuring ongoing performance

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 occupantsp

Performance MeasurementPerformance Measurement

Methods can determine results!Methods can determine results!

“There are three kinds of lies: lies, damned lies, and statistics.” -- Mark Twain

Understand impact of benchmark methodologyMany ways to compare facilities and systems

Understand the audiencePresent plan and results in manner that client can understand and use

Benchmarking PerformanceBenchmarking Performance

Considerations for establishing benchmarks

Data NormalizationWeatherS f tSquare footageFacility typePlug loads (i.e. computers)

Wh t t ?Who to compare too?Facility specific

Historical comparison (baseline)Model comparisonp

Portfolio, region, national

Metrics for BenchmarkingMetrics for Benchmarking

Metrics for measuring comparative performanceEnergy Based MetricsEnergy Based Metrics

Use per square foot (EUI)EUI for each utility (gas, electric, steam, etc.)Demand per square footDemand per square footUse per student/occupant/production/etc.

Cost Based MetricsCost per square foot (ECI)Cost per square foot (ECI)Cost per student

Other MetricsN b d tilitiNon-energy based utilitiesAfter hours useGreen House Gas/Sustainability

Turning Data into ActionTurning Data into Action

Issue

Issue Issue

Identified

reportedresolution

Procedure Implemented

Issue Tracking

Dispatch / Notification

Summary: AEM Best PracticesSummary: AEM Best Practices

Program

Energy Management

People

Influencing ChangeEnergy ManagementPerformance Measurement

Influencing ChangeEducation & OutreachIntegration into Business Decisions

Process Technology

Business Decisions

Energy Efficiency as a HabitTurning Data into

Sensing TechnologyData AcquisitionTechnology solutions

ActionBest Practices

Technology solutions for enabling better performance

Case Study: Los Angeles County

Legacy building control systems not

Application Footprint

Bill ManagementMeter Data M

Case Study: Los Angeles County

SituationLegacy building control systems not adequate for real-time alarming and monitoringCentralized system for data collection from hundreds of county buildings

Bill Management

Energy Information System

Management

Automate bill entry for tens of thousands of accounts.Support new County GHG Reporting Automate Energy Star BenchmarkingManage retro commissioning projects

Utility Bills

Sub MetersLegacy BAS

Manage retro-commissioning projects

McKinstry EEM Suite Bill Analyst and Meter Data AnalystR l ti t t l b ildi t ti t

Solution

Real time gateways to legacy building automation systems.Enterprise Navigator dashboards for real-time monitoring.Custom applications to support and alert on retro-commissioning projects.EEM Consulting and Training

38

Case Study: Pacific NW Smart Grid Case Study: Pacific NW Smart Grid

Validate new smart grid technologies and business models

SolutionValidate new smart grid technologies and business modelsProvide two-way communication between distributed generation, storage, and demand assets and the existing grid infrastructureQuantify smart grid costs and benefitsAdvance standards for “interoperability” (the smooth, seamless integration of all elements of the electric system) and cyber security approaches.

Th d j t l d b B tt ll illThe proposed project, led by Battelle, will:• 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 gUniversity — 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.

Case Study: University of WashingtonCase Study: University of Washington

Energy Management Information SystemEnergy Management Information SystemSmart Building Meters (240+ Electric)Transactive ControlAuto Demand Response (33 buildings; lighting & DDC Auto Demand Response (33 buildings; lighting & DDC controls)Electric Vehicle Charging Stations & PV System

Classroom Building & Dormitory Building DemonstrationsC ass oo u d g & o to y u d g e o st at o sSub meter and monitor plug loadsClassroom / Dorm competitions

Measurement & VerificationMeasurement & Verification

Case Study: Department of EcologyCase Study: Department of Ecology

Situation Solution BenefitsImplemented Enterprise PlatformProcess Consultation

Situation Solution BenefitsIndoor Air QualityLack of Work Order Issue Tracking System

Drastic reduction in IAQ issues (96% reduction)Increase Occupant Process Consultation

leveraging TechnologyImplemented Satisfaction Surveys

Issue Tracking SystemBroken processesPoor vendor management

Increase Occupant Satisfaction by 25%Annual Operational Savings over $100,000 / Began Reporting

Process

management / yr

Case Study: State of WashingtonCase Study: State of Washington

Situation Solution BenefitsInstalled Capability to Monitor over 50 Energy Meters and Sensors

Situation Solution BenefitsEnable Decision-Quality Energy Monitoring on Capitol

Energy Cost AllocationEnergy Usage Analysis has Assisted in Generating

Collected 10 Months of Data to DateInstalled Numerous

Monitoring on Capitol CampusReduce Energy Costs while Upgrading F iliti

Assisted in Generating Significant SavingsOpportunity to Increase Information into More A tiEnergy Projects Since

2003FacilitiesExisting GA ESCO Partnership Since 2003

ActionsTotal Combined Energy Savings Over $500,000 / yr

Additional ResourcesAdditional Resources

http://www.boma.orgp g

http://www.energystar.govp gy g

http://www usgbc orghttp://www.usgbc.org

http://www1 eere energy govhttp://www1.eere.energy.gov

http://www.betterbricks.com

Questions?

Patty Andersonpattya@mckinstry.com(206) 595-5660( )

Jesse Sycurojesses@mckinstrycomjesses@mckinstry.com(206) 832-8362

Nathalie Osbornnathalieo@mckinstry.com(949) 333-4282