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Mid-size City Benchmarking Workshop: Institute for Market Transformation

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Center for Energy and Environment
Center for Energy and Environment

The document summarizes an agenda for a mid-sized city building energy benchmarking workshop. The agenda includes presentations on energy benchmarking trends, options, and benefits; implementation support and expertise; a building manager perspective; and the Hennepin County energy benchmarking platform. There will also be a question and answer session and expert hub segment. The workshop aims to educate attendees on energy benchmarking and transparency policies and programs.

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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-size City Benchmarking Workshop: Institute for Market Transformation
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 PolicyPolicyFramework 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

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Mid-size City Benchmarking Workshop: Institute for Market Transformation

  • 1. Mid-Sized City Building Energy Benchmarking Workshop
  • 2. 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 --
  • 4. Mid-Sized City Building Energy Benchmarking Workshop
  • 5. Energy Benchmarking and Transparency Zachary Hart Manager, Building Energy Performance Policy, IMT Mid-Size City Building Energy Benchmarking Workshop Minneapolis, MN March 23, 2017
  • 6. 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.
  • 7. Start with the End: Vision for Minnesota Buildings All buildings in Minnesota are energy efficient and actively managing their energy usage.
  • 8. 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
  • 9. 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
  • 11. Energy Benchmarking and Transparency When performance is measured, performance improves. When performance is measured and reported back, the rate of improvement accelerates.
  • 12. Elements of Benchmarking PolicyPolicyFramework 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
  • 13. U.S. Building Benchmarking and Transparency Policies
  • 16. 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
  • 17. Stakeholder Engagement Owners/Operators Tenants Construction/Design Property Managers Investors/Lenders Appraisers Brokers Utilities EE Implementers
  • 18. Utility Data Best Practices  Accurately mapping meters to buildings  Streamlined tenant consent/authorization options  Streamlined transfer of utility bill data to benchmarking tools
  • 19. 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
  • 20. 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
  • 21. Data Reporting and Transparency
  • 22. 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